Nicolet Advisory Services, LLC Incresed Positions in Q3 2025

Nicolet Advisory Services, LLC

  • $1.25 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
27.8K
+ 17.09%
$202.38 - $256.87 $5.62M - $7.14M
190K $48.5M
SPYG
Spdr Portfolio

ETFs
3.09K
+ 0.2%
$94.33 - $105.31 $291K - $325K
1.54M $161M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37.9K
+ 1.21%
$52.12 - $55.33 $1.97M - $2.1M
3.17M $175M
AVRE
American Centy ETF Tr Avantis
152K
+ 46.65%
$43.53 - $45.34 $6.63M - $6.9M
479K $21.3M
VEA
Vanguard Ftse Developed Market

ETFs
31.1K
+ 5.84%
$56.02 - $60.3 $1.74M - $1.88M
564K $33.8M
GOOGL
Alphabet Inc.

Communication Services
595
+ 1.26%
$174.36 - $254.72 $104K - $152K
47.7K $11.6M
AVEM
American Centy ETF Tr Avantis

ETFs
786
+ 0.16%
$68.33 - $75.41 $53.7K - $59.3K
489K $36.7M
NVDA
Nvidia Corp

Technology
819
+ 0.84%
$153.3 - $186.58 $126K - $153K
97.9K $18.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.21K
+ 8.84%
$567.77 - $614.76 $1.26M - $1.36M
27.3K $16.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.37K
+ 20.16%
$617.65 - $666.84 $1.46M - $1.58M
14.1K $9.4M
VTV
Vanguard Value ETF

ETFs
7.47K
+ 15.45%
$175.51 - $186.57 $1.31M - $1.39M
55.8K $10.4M
JPM
Jpmorgan Chase & CO

Financial Services
554
+ 0.84%
$282.78 - $316.06 $157K - $175K
66.3K $20.9M
GOOG
Alphabet Inc.

Communication Services
1.44K
+ 6.52%
$175.16 - $255.24 $253K - $368K
23.5K $5.74M
WEC
Wec Energy Group, Inc.

Utilities
1.98K
+ 1.49%
$103.66 - $114.59 $205K - $226K
135K $15.4M
PM
Philip Morris International Inc.

Consumer Defensive
10.9K
+ 77.99%
$157.77 - $183.27 $1.72M - $2M
24.9K $4.04M
TSLA
Tesla, Inc.

Consumer Cyclical
769
+ 8.69%
$293.94 - $444.72 $226K - $342K
9.62K $4.28M
BA
Boeing CO

Industrials
5.99K
+ 47.7%
$209.79 - $237.38 $1.26M - $1.42M
18.6K $4M
ORCL
Oracle Corp

Technology
1.29K
+ 8.17%
$218.96 - $328.33 $282K - $423K
17K $4.79M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.1K
+ 5.88%
$72.57 - $74.72 $1.02M - $1.05M
254K $18.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.3K
+ 3.76%
$45.26 - $46.63 $919K - $947K
560K $25.9M
MSFT
Microsoft Corp

Technology
179
+ 0.35%
$491.09 - $535.64 $87.9K - $95.9K
50.8K $26.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
229
+ 0.4%
$459.11 - $506.91 $105K - $116K
58K $29.2M
MO
Altria Group, Inc.

Consumer Defensive
12.5K
+ 88.52%
$57.75 - $67.68 $720K - $843K
26.5K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
62
+ 0.3%
$357.4 - $423.42 $22.2K - $26.3K
21.1K $8.53M
AVGO
Broadcom Inc.

Technology
250
+ 1.93%
$264.74 - $369.57 $66.2K - $92.4K
13.2K $4.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
915
+ 16.63%
$420.11 - $472.68 $384K - $433K
6.42K $3.01M
UITB
Usaa ETF Tr Core Intermediate

ETFs
8.16K
+ 2.35%
$46.38 - $47.74 $378K - $389K
355K $16.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.31K
+ 13.24%
$58.97 - $60.36 $490K - $502K
71.1K $4.27M
JNJ
Johnson & Johnson

Healthcare
143
+ 0.97%
$155.17 - $185.42 $22.2K - $26.5K
14.8K $2.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.88K
+ 110.75%
$87.29 - $93.61 $426K - $457K
9.29K $867K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
453
+ 6.85%
$567.09 - $607.37 $257K - $275K
7.06K $4.21M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.75K
+ 12.92%
$72.65 - $78.68 $272K - $295K
32.8K $2.57M
CAT
Caterpillar Inc

Industrials
45
+ 0.92%
$390.92 - $477.15 $17.6K - $21.5K
4.94K $2.36M
YLD
Principal Exchange Traded Fds

ETFs
20.6K
+ 3.98%
$19.14 - $19.46 $395K - $402K
540K $10.5M
PLTR
Palantir Technologies Inc.

Technology
246
+ 3.16%
$130.68 - $186.97 $32.1K - $46K
8.04K $1.47M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.28K
+ 5.65%
$42.26 - $47.16 $139K - $155K
61.4K $2.84M
VTI
Vanguard Total Stock Market Et

ETFs
337
+ 3.23%
$303.93 - $329.86 $102K - $111K
10.8K $3.54M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.27K
+ 62.37%
$132.9 - $142.03 $302K - $323K
5.92K $833K
MPWR
Monolithic Power Systems Inc

Technology
73
+ 5.97%
$711.24 - $922.81 $51.9K - $67.4K
1.3K $1.19M
C
Citigroup Inc

Financial Services
1.38K
+ 15.29%
$85.57 - $103.49 $118K - $143K
10.4K $1.06M
BX
Blackstone Inc.

Financial Services
58
+ 0.46%
$152.77 - $188.68 $8.86K - $10.9K
12.6K $2.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
166
+ 6.91%
$404.94 - $499.99 $67.2K - $83K
2.57K $1.25M
ETN
Eaton Corp PLC

Industrials
168
+ 1.39%
$342.99 - $392.76 $57.6K - $66K
12.2K $4.58M
MGK
Vanguard Mega Cap Growth ETF

ETFs
289
+ 7.55%
$362.31 - $405.74 $105K - $117K
4.12K $1.66M
MUB
Ishares National Muni Bond ETF

ETFs
583
+ 0.61%
$103.24 - $106.68 $60.2K - $62.2K
96.3K $10.3M
AMD
Advanced Micro Devices Inc

Technology
469
+ 5.24%
$134.8 - $184.42 $63.2K - $86.5K
9.41K $1.52M
VV
Vanguard Large Cap ETF

ETFs
587
+ 32.63%
$285.05 - $309.14 $167K - $181K
2.39K $734K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.0%
$108.97 - $121.65 $109 - $122
20.4K $2.46M
AAON
Aaon, Inc.

Industrials
214
+ 2.34%
$72.08 - $94.26 $15.4K - $20.2K
9.38K $876K
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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