Nicolet Advisory Services, LLC Incresed Positions in Q4 2024

Nicolet Advisory Services, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
665
+ 3.81%
$41.51 - $48.1 $27.6K - $32K
18.1K $786K
PNC
Pnc Financial Services Group, Inc.

Financial Services
86
+ 3.02%
$178.39 - $215.0 $15.3K - $18.5K
2.93K $565K
GILD
Gilead Sciences, Inc.

Healthcare
100
+ 2.87%
$83.95 - $97.9 $8.4K - $9.79K
3.58K $330K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
963
+ 9.32%
$63.15 - $75.4 $60.8K - $72.6K
11.3K $725K
GWW
W.W. Grainger, Inc.

Industrials
25
+ 3.27%
$1023.06 - $1220.93 $25.6K - $30.5K
789 $831K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.34%
$473.15 - $574.01 $946 - $1.15K
592 $315K
PGR
Progressive Corp

Financial Services
423
+ 9.42%
$239.6 - $268.88 $101K - $114K
4.91K $1.18M
DGX
Quest Diagnostics Inc

Healthcare
267
+ 10.88%
N/A
2.72K $373K
ABC
Amerisourcebergen Corp

Healthcare
202
+ 7.63%
N/A
2.85K $527K
VRSK
Verisk Analytics, Inc.

Industrials
96
+ 7.84%
$262.86 - $294.75 $25.2K - $28.3K
1.32K $363K
HLI
Houlihan Lokey, Inc.

Financial Services
70
+ 4.79%
$158.81 - $190.49 $11.1K - $13.3K
1.53K $266K
WSO
Watsco Inc

Industrials
131
+ 8.46%
$466.57 - $568.78 $61.1K - $74.5K
1.68K $796K
XLK
Technology Sector Spdr

ETFs
116
+ 8.99%
$220.26 - $241.44 $25.6K - $28K
1.41K $326K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
44
+ 5.16%
$340.59 - $380.5 $15K - $16.7K
896 $327K
ALL
Allstate Corp

Financial Services
100
+ 2.7%
$181.25 - $208.2 $18.1K - $20.8K
3.81K $734K
XEL
Xcel Energy Inc

Utilities
232
+ 3.23%
$62.16 - $72.92 $14.4K - $16.9K
7.41K $500K
PCAR
Paccar Inc

Industrials
125
+ 3.7%
$97.92 - $118.41 $12.2K - $14.8K
3.5K $364K
BCPC
Balchem Corp

Basic Materials
477
+ 13.03%
$163.0 - $183.41 $77.8K - $87.5K
4.14K $674K
VNQ
Vanguard Specialized Funds Van

ETFs
1.43K
+ 12.04%
$87.85 - $98.6 $125K - $141K
13.3K $1.18M
CMI
Cummins Inc

Industrials
10
+ 1.2%
$324.93 - $383.42 $3.25K - $3.83K
844 $294K
PNW
Pinnacle West Capital Corp

Utilities
447
+ 12.94%
$84.03 - $94.52 $37.6K - $42.3K
3.9K $330K
KMX
Carmax Inc

Consumer Cyclical
82
+ 2.5%
$71.11 - $87.2 $5.83K - $7.15K
3.36K $275K
BR
Broadridge Financial Solutions, Inc.

Technology
46
+ 4.77%
$209.64 - $236.44 $9.64K - $10.9K
1.01K $228K
TMUS
T Mobile Us, Inc.

Communication Services
25
+ 2.2%
$206.1 - $246.94 $5.15K - $6.17K
1.16K $255K
ARMK
Aramark

Industrials
827
+ 11.05%
$37.25 - $42.22 $30.8K - $34.9K
8.31K $310K
YUM
Yum Brands Inc

Consumer Cyclical
267
+ 9.68%
$130.36 - $139.54 $34.8K - $37.3K
3.03K $405K
FNF
Fidelity National Financial, Inc.

Financial Services
717
+ 20.07%
$55.19 - $63.83 $39.6K - $45.8K
4.29K $240K
CBOE
Cboe Global Markets, Inc.

Financial Services
140
+ 12.28%
$191.61 - $217.84 $26.8K - $30.5K
1.28K $250K
SAP
Sap Se

Technology
1
+ 0.1%
$218.13 - $255.54 $218 - $256
1.01K $248K
DOV
Dover Corp

Industrials
121
+ 7.52%
$184.72 - $206.51 $22.4K - $25K
1.73K $324K
PM
Philip Morris International Inc.

Consumer Defensive
233
+ 1.75%
$118.38 - $133.06 $27.6K - $31K
13.5K $1.63M
EOG
Eog Resources Inc

Energy
56
+ 0.97%
$118.22 - $136.54 $6.62K - $7.65K
5.85K $717K
PEG
Public Service Enterprise Group Inc

Utilities
179
+ 8.13%
$81.87 - $94.51 $14.7K - $16.9K
2.38K $201K
TTC
Toro CO

Industrials
253
+ 10.58%
$80.1 - $88.44 $20.3K - $22.4K
2.64K $211K
SYY
Sysco Corp

Consumer Defensive
98
+ 3.67%
$73.63 - $81.77 $7.22K - $8.01K
2.77K $211K
HST
Host Hotels & Resorts, Inc.

Real Estate
80
+ 0.67%
$17.24 - $19.07 $1.38K - $1.53K
11.9K $209K
VOOV
Vanguard S&P 500 Value ETF

ETFs
85
+ 3.45%
$184.21 - $199.29 $15.7K - $16.9K
2.55K $470K
HD
Home Depot, Inc.

Consumer Cyclical
762
+ 4.18%
$385.02 - $431.37 $293K - $329K
19K $7.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.4%
$61.68 - $67.87 $1.79K - $1.97K
7.35K $457K
Ge Vernova Inc
38
+ 3.86%
N/A
1.02K $0
Ferguson Enterprises Inc
47
+ 1.94%
N/A
2.47K $0
HEIA
Heico Crp Cl A
198
+ 16.47%
N/A
1.4K $0
Jpmorgan Chase Finl CO LLC
6.48K
+ 1.36%
N/A
482K $0
ABT
Abbott Laboratories

Healthcare
236
+ 0.72%
$111.93 - $119.39 $26.4K - $28.2K
33K $3.73M
COP
Conocophillips

Energy
488
+ 5.84%
$95.12 - $114.72 $46.4K - $56K
8.85K $877K
WM
Waste Management Inc

Industrials
43
+ 2.08%
$201.79 - $228.46 $8.68K - $9.82K
2.12K $426K
NNN
National Retail Properties, Inc.

Real Estate
818
+ 16.15%
$39.77 - $49.34 $32.5K - $40.4K
5.88K $240K
DGRO
Ishares Core Dividend Growth E

ETFs
9
+ 0.25%
$60.73 - $64.94 $547 - $584
3.68K $225K
ITW
Illinois Tool Works Inc

Industrials
11
+ 1.04%
$253.56 - $278.5 $2.79K - $3.06K
1.07K $271K
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
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