Nicolet Advisory Services, LLC Sells in Q3 2025

Nicolet Advisory Services, LLC

  • $1.25 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.2K
- 17.83%
$89.32 - $107.82 $108K - $130K
5.55K $598K
AXP
American Express CO

Financial Services
-126
- 5.0%
$294.27 - $342.31 $37.1K - $43.1K
2.39K $794K
FDVV
Fidelity High Dividend ETF

ETFs
-916
- 8.14%
$52.42 - $55.71 $48K - $51K
10.3K $576K
EW
Edwards Lifesciences Corp

Healthcare
-96
- 3.27%
$73.75 - $81.83 $7.08K - $7.86K
2.84K $221K
BR
Broadridge Financial Solutions, Inc.

Technology
-10
- 1.01%
$233.75 - $266.89 $2.34K - $2.67K
976 $232K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-375
- 4.86%
$45.4 - $47.61 $17K - $17.9K
7.34K $349K
NOK
Nokia Corp

Technology
-68
- 0.44%
$4.05 - $5.23 $275 - $356
15.5K $74K
PH
Parker Hannifin Corp

Industrials
-47
- 9.77%
$697.13 - $769.67 $32.8K - $36.2K
434 $329K
AOR
Ishares Tr Core Growth Allocat

ETFs
-350
- 6.06%
$60.99 - $64.39 $21.3K - $22.5K
5.43K $349K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-100
- 1.66%
$50.52 - $50.75 $5.05K - $5.08K
5.92K $300K
ABC
Amerisourcebergen Corp

Healthcare
-12
- 0.37%
N/A
3.19K $591K
SONY
Sony Group Corp

Technology
-1.96K
- 10.01%
$23.92 - $30.07 $47K - $59K
17.7K $508K
GS
Goldman Sachs Group Inc

Financial Services
-68
- 11.47%
$696.56 - $806.32 $47.4K - $54.8K
525 $418K
Ferguson Enterprises Inc
-45
- 1.74%
N/A
2.55K $0
HEIA
Heico Crp Cl A
-25
- 1.86%
N/A
1.32K $0
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-637
- 2.7%
$15.5 - $16.01 $9.87K - $10.2K
23K $365K
American Healthcare Reit Inc
-185
- 3.02%
N/A
5.95K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-1.79K
- 6.97%
N/A
23.9K $0
Target Corp
-298
- 10.89%
N/A
2.44K $0
Blackrock Inc
-5
- 0.58%
N/A
851 $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-38
- 2.54%
$136.48 - $142.97 $5.19K - $5.43K
1.46K $204K
GII
Spdr S&P Global Infrasture ETF

ETFs
-437
- 3.08%
$66.35 - $69.9 $29K - $30.5K
13.8K $957K
RWO
Spdr Dow Jones Global Real Est

ETFs
-273
- 3.36%
$43.53 - $46.27 $11.9K - $12.6K
7.84K $359K
VGLT
Vanguard Long Term Treasury Et

ETFs
-7
- 0.19%
$54.21 - $57.41 $379 - $402
3.69K $209K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-63
- 0.42%
$47.76 - $48.46 $3.01K - $3.05K
14.9K $716K
ROAD
Construction Partners, Inc.

Industrials
-373
- 15.5%
$93.43 - $136.74 $34.8K - $51K
2.03K $258K
ITW
Illinois Tool Works Inc

Industrials
-25
- 2.32%
$252.31 - $269.41 $6.31K - $6.74K
1.05K $274K
FDX
Fedex Corp

Industrials
-4
- 0.37%
$217.1 - $243.2 $868 - $973
1.07K $252K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-183
- 4.92%
$90.62 - $107.71 $16.6K - $19.7K
3.54K $348K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.37K
- 6.43%
$74.93 - $80.73 $102K - $110K
19.9K $1.6M
SO
Southern CO

Utilities
-23
- 0.43%
$90.83 - $96.0 $2.09K - $2.21K
5.29K $501K
FAST
Fastenal CO

Industrials
-803
- 9.72%
$42.47 - $50.39 $34.1K - $40.5K
7.46K $365K
IWN
Ishares Russell2000 Val ETF

ETFs
-84
- 4.7%
$157.1 - $178.94 $13.2K - $15K
1.7K $301K
FCFS
First Cash Holdings, Inc.

Financial Services
-110
- 6.52%
$120.08 - $158.42 $13.2K - $17.4K
1.58K $249K
CVNA
Carvana Co.

Consumer Cyclical
-7
- 1.08%
$326.09 - $392.66 $2.28K - $2.75K
644 $242K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-30
- 2.29%
$339.37 - $366.46 $10.2K - $11K
1.28K $468K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-94
- 2.36%
$108.46 - $120.63 $10.2K - $11.3K
3.9K $462K
VBK
Vanguard Small Cap Growth ETF

ETFs
-5
- 0.33%
$276.51 - $305.12 $1.38K - $1.53K
1.51K $450K
BIIB
Biogen Inc.

Healthcare
-35
- 1.23%
$122.68 - $148.84 $4.29K - $5.21K
2.8K $392K
VOT
Vanguard Mid Cap Growth Index

ETFs
-4
- 0.09%
$282.75 - $294.19 $1.13K - $1.18K
4.68K $1.37M
SCHW
Schwab Charles Corp

Financial Services
-604
- 2.51%
$91.03 - $98.69 $55K - $59.6K
23.4K $2.24M
CSX
Csx Corp

Industrials
-55
- 0.34%
$32.05 - $36.52 $1.76K - $2.01K
16K $568K
COP
Conocophillips

Energy
-55
- 0.53%
$91.0 - $98.99 $5.01K - $5.44K
10.3K $970K
PFE
Pfizer Inc

Healthcare
-265
- 0.62%
$23.29 - $25.88 $6.17K - $6.86K
42.5K $1.08M
AOA
Ishares Tr Core Aggressive All

ETFs
-3
- 0.02%
$82.71 - $88.14 $248 - $264
12.5K $1.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-414
- 1.78%
$72.04 - $77.35 $29.8K - $32K
22.8K $1.75M
SPMD
Spdr Portfolio

ETFs
-433
- 1.39%
$54.43 - $58.29 $23.6K - $25.2K
30.7K $1.76M
BP
Bp PLC

Energy
-46
- 0.32%
$30.25 - $35.69 $1.39K - $1.64K
14.4K $497K
STX
Seagate Technology Holdings PLC

Technology
-319
- 20.49%
$142.01 - $236.06 $45.3K - $75.3K
1.24K $292K
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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