Nicolet Advisory Services, LLC New Holdings in Q3 2025

Nicolet Advisory Services, LLC

  • $1.25 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.33K
New
$93.1 - $110.49 $403K - $479K
4.33K $403K
APP
App Lovin Corp

Technology
553
New
$335.1 - $718.54 $185K - $397K
553 $397K
WTM
White Mountains Insurance Group LTD

Financial Services
213
New
$1671.52 - $1869.81 $356K - $398K
213 $356K
OXLC
Oxford Lane Capital Corp.

Financial Services
20.4K
New
$3.24 - $17.75 $66K - $362K
20.4K $345K
VGT
Vanguard Information Technolog

ETFs
440
New
$656.44 - $753.15 $289K - $331K
440 $328K
INTC
Intel Corp

Technology
9.79K
New
$19.31 - $35.5 $189K - $348K
9.79K $328K
AMCR
Amcor PLC

Consumer Cyclical
39.6K
New
$7.97 - $9.94 $315K - $393K
39.6K $323K
WCC
Wesco International Inc

Industrials
1.29K
New
$189.22 - $227.19 $244K - $293K
1.29K $273K
GLD
Spdr Gold Trust

ETFs
746
New
$300.96 - $355.47 $225K - $265K
746 $265K
MGRC
Mcgrath Rentcorp

Industrials
2.21K
New
$113.6 - $127.77 $252K - $283K
2.21K $259K
SHEL
Shell PLC

Energy
3.46K
New
$69.82 - $73.93 $242K - $256K
3.46K $247K
VCR
Vanguard Consumer Discretionar

ETFs
613
New
$359.61 - $401.35 $220K - $246K
613 $242K
CXW
Core Civic, Inc.

Real Estate
11.8K
New
$19.6 - $22.53 $231K - $266K
11.8K $240K
SNOW
Snowflake Inc.

Technology
1.07K
New
$191.73 - $241.0 $205K - $257K
1.07K $240K
HII
Huntington Ingalls Industries, Inc.

Industrials
825
New
$246.31 - $287.91 $203K - $238K
825 $237K
PLUS
Eplus Inc

Technology
3.34K
New
$62.28 - $76.08 $208K - $254K
3.34K $236K
HPE
Hewlett Packard Enterprise CO

Technology
9.45K
New
$19.81 - $25.24 $187K - $239K
9.45K $232K
OTIS
Otis Worldwide Corp

Industrials
2.52K
New
$84.93 - $101.07 $214K - $254K
2.52K $230K
OC
Owens Corning

Industrials
1.61K
New
$136.56 - $157.69 $220K - $255K
1.61K $228K
MUSA
Murphy Usa Inc.

Consumer Cyclical
580
New
$361.83 - $435.43 $210K - $253K
580 $225K
LAD
Lithia Motors Inc

Consumer Cyclical
707
New
$284.47 - $356.6 $201K - $252K
707 $223K
XLF
Financial Sector Spdr

ETFs
4.12K
New
$51.37 - $54.25 $212K - $224K
4.12K $222K
ZION
Zions Bancorporation, National Association

Financial Services
3.91K
New
$51.2 - $59.15 $200K - $231K
3.91K $221K
CDW
Cdw Corp

Technology
1.38K
New
$156.97 - $182.84 $217K - $253K
1.38K $220K
PSA
Public Storage

Real Estate
762
New
$271.94 - $298.09 $207K - $227K
762 $220K
ESE
Esco Technologies Inc

Technology
1.02K
New
$185.22 - $217.75 $188K - $221K
1.02K $214K
NOC
Northrop Grumman Corp

Industrials
338
New
$498.9 - $609.32 $169K - $206K
338 $205K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.59K
New
$78.11 - $79.07 $203K - $205K
2.59K $204K
GNW
Genworth Financial Inc

Financial Services
22.7K
New
$7.26 - $9.11 $165K - $207K
22.7K $202K
RDVY
First Trust Rising Dividend Ac

ETFs
3.01K
New
$62.38 - $67.29 $188K - $202K
3.01K $202K
TROW
Price T Rowe Group Inc

Financial Services
1.9K
New
$98.67 - $111.52 $187K - $212K
1.9K $195K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
2.66K
New
$47.53 - $71.79 $126K - $191K
2.66K $190K
PR
Permian Resources Corporation

Energy
13.5K
New
$12.8 - $14.51 $173K - $196K
13.5K $172K
CACI
Caci International Inc

Technology
403
New
N/A
403 $172K
CLF
Cleveland Cliffs Inc.

Basic Materials
13.8K
New
$8.12 - $12.84 $112K - $177K
13.8K $167K
AGNC
Agnc Investment Corp.

Real Estate
14.3K
New
$9.2 - $10.37 $132K - $149K
14.3K $140K
CNHI
Cnh Industrial N.V.

Industrials
10.1K
New
N/A
10.1K $105K
ALIT
Alight, Inc.

Technology
12.5K
New
$3.07 - $5.98 $38.4K - $74.8K
12.5K $40K
Tidal Trust Ii
10K
New
N/A
10K $0
SGDM
Sprott ETF Tr Gold Miners ETF
3.3K
New
N/A
3.3K $0
Arista Networks Inc
1.57K
New
N/A
1.57K $0
Cooper Cos Inc
3.05K
New
N/A
3.05K $0
Datavault Ai Inc
17.7K
New
N/A
17.7K $0
Oxford Lane Cap Corp
20.4K
New
N/A
20.4K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2.25K
New
N/A
2.25K $0
HDUS
Lattice Strategies Tr Hartford
3.23K
New
N/A
3.23K $0
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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