Nicolet Advisory Services, LLC Purchases in Q4 2024

Nicolet Advisory Services, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
227
+ 6.59%
$244.52 - $284.07 $55.5K - $64.5K
3.67K $906K
GE
General Electric CO

Industrials
412
+ 9.34%
$159.95 - $194.23 $65.9K - $80K
4.82K $804K
ROP
Roper Technologies Inc

Industrials
3
+ 0.36%
$519.85 - $575.95 $1.56K - $1.73K
825 $428K
GTN
Gray Television Inc

Communication Services
355
+ 2.6%
$2.97 - $5.95 $1.05K - $2.11K
14K $44K
DD
Du Pont De Nemours, Inc.

Basic Materials
208
+ 5.51%
$75.95 - $88.05 $15.8K - $18.3K
3.98K $303K
MCHP
Microchip Technology Inc

Technology
2.1K
+ 31.27%
$55.51 - $79.05 $117K - $166K
8.82K $505K
MDT
Medtronic PLC

Healthcare
21
+ 0.55%
$79.61 - $92.24 $1.67K - $1.94K
3.82K $305K
SO
Southern CO

Utilities
62
+ 1.14%
$81.5 - $94.15 $5.05K - $5.84K
5.5K $452K
UBER
Uber Technologies, Inc

Technology
725
+ 12.81%
$59.93 - $86.34 $43.4K - $62.6K
6.39K $385K
TGT
Target Corp

Consumer Defensive
69
+ 2.82%
$121.59 - $160.69 $8.39K - $11.1K
2.51K $339K
ONTO
Onto Innovation Inc.

Technology
278
+ 12.4%
$158.54 - $225.02 $44.1K - $62.6K
2.52K $420K
SUB
Ishares Short Term National Mu

ETFs
15
+ 0.02%
$104.94 - $106.2 $1.57K - $1.59K
65.2K $6.88M
CI
Cigna Corp

Healthcare
56
+ 6.35%
$265.59 - $358.58 $14.9K - $20.1K
938 $259K
ORCL
Oracle Corp

Technology
76
+ 0.46%
$165.41 - $192.43 $12.6K - $14.6K
16.5K $2.75M
ICE
Intercontinental Exchange, Inc.

Financial Services
168
+ 2.32%
$148.29 - $166.93 $24.9K - $28K
7.41K $1.1M
ADI
Analog Devices Inc

Technology
142
+ 2.64%
$206.35 - $236.48 $29.3K - $33.6K
5.52K $1.17M
CTAS
Cintas Corp

Industrials
20
+ 0.64%
$182.7 - $226.47 $3.65K - $4.53K
3.13K $571K
AMAT
Applied Materials Inc

Technology
230
+ 8.38%
$161.44 - $213.89 $37.1K - $49.2K
2.98K $483K
CARR
Carrier Global Corp

Industrials
384
+ 4.44%
$66.69 - $82.65 $25.6K - $31.7K
9.04K $617K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.31K
+ 5.62%
$60.13 - $67.31 $78.5K - $87.8K
24.5K $1.49M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.01%
$130.37 - $146.09 $130 - $146
7.65K $1M
NVO
Novo Nordisk A S

Healthcare
254
+ 7.58%
$85.0 - $120.04 $21.6K - $30.5K
3.61K $310K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.8K
+ 9.16%
$99.04 - $109.59 $1.27M - $1.41M
153K $15.2M
MAS
Masco Corp

Industrials
1.31K
+ 7.85%
$72.52 - $85.73 $94.8K - $112K
18K $1.3M
PSX
Phillips 66

Energy
218
+ 2.99%
$110.35 - $138.93 $24.1K - $30.3K
7.51K $855K
WMS
Advanced Drainage Systems, Inc.

Industrials
157
+ 4.06%
$114.63 - $163.52 $18K - $25.7K
4.02K $465K
GD
General Dynamics Corp

Industrials
62
+ 1.48%
$260.28 - $314.03 $16.1K - $19.5K
4.24K $1.12M
MRK
Merck & Co., Inc.

Healthcare
362
+ 2.61%
$96.31 - $114.76 $34.9K - $41.5K
14.2K $1.41M
AMD
Advanced Micro Devices Inc

Technology
660
+ 11.69%
$118.88 - $172.8 $78.5K - $114K
6.3K $761K
MPC
Marathon Petroleum Corp

Energy
54
+ 0.72%
$131.65 - $174.84 $7.11K - $9.44K
7.58K $1.06M
ABBV
Abb Vie Inc.

Healthcare
264
+ 2.35%
$164.99 - $203.87 $43.6K - $53.8K
11.5K $2.04M
OSK
Oshkosh Corp

Industrials
282
+ 0.67%
$93.84 - $115.52 $26.5K - $32.6K
42.2K $4.01M
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.4K
+ 2.74%
$45.83 - $48.07 $431K - $452K
353K $16.2M
MPWR
Monolithic Power Systems Inc

Technology
65
+ 6.67%
$560.06 - $942.58 $36.4K - $61.3K
1.04K $615K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13K
+ 2.42%
$44.87 - $46.86 $582K - $608K
548K $24.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.8K
+ 1.38%
$71.75 - $75.11 $273K - $285K
278K $20M
KO
Coca Cola CO

Consumer Defensive
1.8K
+ 2.05%
$61.74 - $71.71 $111K - $129K
89.6K $5.58M
AVRE
American Centy ETF Tr Avantis
13.6K
+ 4.96%
$41.03 - $46.91 $559K - $639K
288K $12.1M
VEA
Vanguard Ftse Developed Market

ETFs
23.9K
+ 4.6%
$47.57 - $52.44 $1.14M - $1.25M
543K $26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
31.2K
+ 1.04%
$51.09 - $55.27 $1.59M - $1.72M
3.03M $155M
Activity Summary
Buys All Purchases 241 New Holdings 32 Increased Positions 209 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nicolet Advisory Services, LLC Portfolio

Follow Nicolet Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicolet Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicolet Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email