Nicolet Advisory Services, LLC Purchases in Q3 2025

Nicolet Advisory Services, LLC

  • $1.25 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
380
+ 10.95%
$128.6 - $149.63 $48.9K - $56.9K
3.85K $505K
NOVT
Novanta Inc

Technology
269
+ 7.12%
N/A
4.05K $638K
CERT
Certara, Inc.

Healthcare
2.1K
+ 7.37%
$9.53 - $12.22 $20K - $25.7K
30.6K $374K
ALIT
Alight, Inc.

Technology
12.5K
New
$3.07 - $5.98 $38.4K - $74.8K
12.5K $40K
UBER
Uber Technologies, Inc

Technology
5
+ 0.06%
$86.91 - $99.57 $435 - $498
8.55K $837K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.08%
$185.88 - $207.44 $372 - $415
2.61K $524K
LNT
Alliant Energy Corp

Utilities
61
+ 1.19%
$60.76 - $67.41 $3.71K - $4.11K
5.18K $348K
ADI
Analog Devices Inc

Technology
26
+ 0.6%
$220.68 - $255.63 $5.74K - $6.65K
4.33K $1.06M
PLD
Prologis, Inc.

Real Estate
21
+ 0.56%
$104.08 - $115.35 $2.19K - $2.42K
3.77K $432K
ROLL
Rbc Bearings Inc

Industrials
153
+ 5.5%
N/A
2.94K $722K
PHG
Koninklijke Philips Nv

Healthcare
17
+ 0.16%
$23.84 - $28.62 $405 - $487
10.8K $295K
AEP
American Electric Power CO Inc

Utilities
77
+ 2.59%
$103.26 - $115.0 $7.95K - $8.86K
3.05K $343K
VZ
Verizon Communications Inc

Communication Services
482
+ 2.52%
$40.84 - $45.06 $19.7K - $21.7K
19.6K $861K
ADP
Automatic Data Processing Inc

Industrials
190
+ 12.2%
$288.69 - $310.94 $54.9K - $59.1K
1.75K $513K
DUK
Duke Energy Corp

Utilities
57
+ 1.39%
$116.31 - $125.93 $6.63K - $7.18K
4.17K $516K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4
+ 0.01%
$44.22 - $45.74 $177 - $183
33.5K $1.53M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
370
+ 6.98%
$123.13 - $140.8 $45.6K - $52.1K
5.67K $727K
WEX
Wex Inc.

Technology
102
+ 8.1%
$149.2 - $176.26 $15.2K - $18K
1.36K $214K
D
Dominion Energy, Inc

Utilities
99
+ 2.15%
$56.32 - $62.1 $5.58K - $6.15K
4.71K $288K
VNQ
Vanguard Specialized Funds Van

ETFs
12
+ 0.11%
$88.47 - $93.24 $1.06K - $1.12K
10.9K $992K
JEPI
J P Morgan Exchange Traded Fd

ETFs
452
+ 8.54%
$55.61 - $57.37 $25.1K - $25.9K
5.74K $327K
CEG
Constellation Energy Corp

Utilities
42
+ 2.3%
$298.82 - $354.89 $12.6K - $14.9K
1.87K $614K
SHW
Sherwin Williams CO

Basic Materials
63
+ 5.71%
$330.88 - $375.23 $20.8K - $23.6K
1.17K $403K
BCPC
Balchem Corp

Basic Materials
447
+ 9.67%
$148.82 - $165.12 $66.5K - $73.8K
5.07K $760K
USB
Us Bancorp \De\

Financial Services
54
+ 0.77%
$43.94 - $50.41 $2.37K - $2.72K
7.06K $341K
MET
Metlife Inc

Financial Services
190
+ 4.2%
$73.82 - $82.37 $14K - $15.7K
4.72K $388K
NKE
Nike, Inc.

Consumer Cyclical
567
+ 4.8%
$69.24 - $79.24 $39.3K - $44.9K
12.4K $863K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.06%
$195.41 - $212.37 $195 - $212
1.67K $349K
XLU
Utilities Sector Spdr

ETFs
3
+ 0.08%
$81.14 - $87.32 $243 - $262
3.88K $338K
TMUS
T Mobile Us, Inc.

Communication Services
86
+ 6.03%
$226.02 - $259.01 $19.4K - $22.3K
1.51K $361K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.02%
$137.51 - $145.26 $138 - $145
6.1K $868K
DHR
Danaher Corp

Healthcare
100
+ 3.98%
$181.46 - $212.2 $18.1K - $21.2K
2.61K $518K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
204
+ 1.09%
$26.38 - $27.95 $5.38K - $5.7K
18.9K $516K
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 0.25%
$205.16 - $239.07 $1.03K - $1.2K
1.98K $451K
GTN
Gray Television Inc

Communication Services
201
+ 1.39%
$4.13 - $6.24 $830 - $1.25K
14.7K $85K
PANW
Palo Alto Networks Inc

Technology
121
+ 2.61%
$167.06 - $208.19 $20.2K - $25.2K
4.75K $966K
FISV
Fiserv Inc

Technology
158
+ 2.18%
N/A
7.4K $925K
CI
Cigna Corp

Healthcare
224
+ 20.86%
$262.23 - $334.39 $58.7K - $74.9K
1.3K $374K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.21K
+ 24.43%
$25.09 - $33.65 $55.5K - $74.5K
11.3K $290K
QCOM
Qualcomm Inc

Technology
20
+ 0.95%
$145.84 - $173.55 $2.92K - $3.47K
2.12K $352K
XLE
Energy Sector Spdr

ETFs
34
+ 1.23%
$84.25 - $91.99 $2.86K - $3.13K
2.79K $249K
PCAR
Paccar Inc

Industrials
60
+ 1.98%
$92.91 - $102.86 $5.57K - $6.17K
3.1K $304K
AJG
Arthur J. Gallagher & Co.

Financial Services
96
+ 6.54%
$284.17 - $319.49 $27.3K - $30.7K
1.56K $484K
AOK
Ishares Tr Core Conservative A

ETFs
79
+ 1.1%
$38.64 - $40.17 $3.05K - $3.17K
7.24K $290K
MMM
3 M CO

Industrials
20
+ 0.81%
$144.41 - $160.2 $2.89K - $3.2K
2.47K $383K
KMI
Kinder Morgan, Inc.

Energy
758
+ 7.11%
$26.23 - $28.5 $19.9K - $21.6K
11.4K $323K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
171
+ 3.9%
$50.47 - $50.74 $8.63K - $8.68K
4.56K $231K
COF
Capital One Financial Corp

Financial Services
48
+ 0.69%
$207.29 - $229.74 $9.95K - $11K
7.05K $1.5M
STE
Steris PLC

Healthcare
6
+ 0.65%
$221.21 - $252.43 $1.33K - $1.51K
934 $231K
Activity Summary
Buys All Purchases 267 New Holdings 47 Increased Positions 220 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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