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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
393
+ 4.7%
$49.43 - $54.52 $19.4K - $21.4K
8.76K $474K
ETR
Entergy Corp

Utilities
36
+ 0.64%
$80.93 - $93.55 $2.91K - $3.37K
5.68K $529K
MNST
Monster Beverage Corp

Consumer Defensive
50
+ 0.44%
$58.65 - $67.31 $2.93K - $3.37K
11.5K $773K
TECH
Bio Techne Corp

Healthcare
476
+ 6.58%
$49.87 - $58.78 $23.7K - $28K
7.71K $429K
RJF
Raymond James Financial Inc

Financial Services
139
+ 9.17%
$154.64 - $176.43 $21.5K - $24.5K
1.66K $285K
AVY
Avery Dennison Corp

Industrials
428
+ 34.16%
$158.71 - $184.63 $67.9K - $79K
1.68K $272K
CRWD
Crowd Strike Holdings, Inc.

Technology
137
+ 19.27%
$412.46 - $514.1 $56.5K - $70.4K
848 $415K
MDT
Medtronic PLC

Healthcare
224
+ 6.5%
$87.67 - $95.74 $19.6K - $21.4K
3.67K $349K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$64.12 - $68.08 $64.1 - $68.1
11.2K $761K
DDOG
Datadog, Inc.

Technology
208
+ 10.08%
$124.52 - $155.15 $25.9K - $32.3K
2.27K $323K
EMR
Emerson Electric CO

Industrials
380
+ 10.95%
$128.6 - $149.63 $48.9K - $56.9K
3.85K $505K
EPD
Enterprise Products Partners L.P.

Energy
1.27K
+ 9.49%
$30.74 - $32.14 $38.9K - $40.7K
14.6K $457K
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
UBER
Uber Technologies, Inc

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

Financial Services
2
+ 0.08%
$185.88 - $207.44 $372 - $415
2.61K $524K
ROLL
Rbc Bearings Inc

Industrials
153
+ 5.5%
N/A
2.94K $722K
PLD
Prologis, Inc.

Real Estate
21
+ 0.56%
$104.08 - $115.35 $2.19K - $2.42K
3.77K $432K
KMB
Kimberly Clark Corp

Consumer Defensive
585
+ 7.34%
$121.72 - $136.77 $71.2K - $80K
8.55K $1.06M
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
WEX
Wex Inc.

Technology
102
+ 8.1%
$149.2 - $176.26 $15.2K - $18K
1.36K $214K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
370
+ 6.98%
$123.13 - $140.8 $45.6K - $52.1K
5.67K $727K
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
NKE
Nike, Inc.

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

ETFs
1
+ 0.06%
$195.41 - $212.37 $195 - $212
1.67K $349K
DHR
Danaher Corp

Healthcare
100
+ 3.98%
$181.46 - $212.2 $18.1K - $21.2K
2.61K $518K
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
XLU
Utilities Sector Spdr

ETFs
3
+ 0.08%
$81.14 - $87.32 $243 - $262
3.88K $338K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
204
+ 1.09%
$26.38 - $27.95 $5.38K - $5.7K
18.9K $516K
GTN
Gray Television Inc

Communication Services
201
+ 1.39%
$4.13 - $6.24 $830 - $1.25K
14.7K $85K
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 0.25%
$205.16 - $239.07 $1.03K - $1.2K
1.98K $451K
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
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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