Nicolet Advisory Services, LLC Portfolio Holdings

Nicolet Advisory Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $159M, Spdr Portfolio with a value of $133M, Ishares Core S&P Total U.S. St with a value of $36.9M, Apple Inc. with a value of $35.9M, and Vanguard Mun Bd Fds Tax Exempt with a value of $28.1M.

Examining the 13F form we can see an increase of $52.3M in the current position value, from $1B to 1.05B.

Nicolet Advisory Services, LLC is based out at Green Bay, WI

Below you can find more details about Nicolet Advisory Services, LLC portfolio as well as his latest detailed transactions.