Nicolet Advisory Services, LLC Sells in Q4 2024

Nicolet Advisory Services, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-29
- 2.72%
$479.66 - $614.62 $13.9K - $17.8K
1.04K $504K
DHR
Danaher Corp

Healthcare
-108
- 5.69%
$226.16 - $274.52 $24.4K - $29.6K
1.79K $410K
SPMD
Spdr Portfolio

ETFs
-2.12K
- 5.38%
$54.13 - $59.56 $115K - $126K
37.3K $2.04M
GII
Spdr S&P Global Infrasture ETF

ETFs
-1.14K
- 5.95%
$57.64 - $63.28 $65.9K - $72.3K
18.1K $1.07M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.26K
- 16.84%
$55.1 - $61.74 $69.6K - $78K
6.24K $345K
MET
Metlife Inc

Financial Services
-1.33K
- 19.24%
$78.15 - $88.25 $104K - $118K
5.59K $458K
CSGP
Costar Group, Inc.

Real Estate
-1.1K
- 13.4%
$69.7 - $81.97 $76.5K - $89.9K
7.09K $507K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.32K
- 5.81%
$24.94 - $26.14 $57.9K - $60.7K
37.7K $940K
IBM
International Business Machines Corp

Technology
-422
- 5.15%
$204.9 - $238.04 $86.5K - $100K
7.77K $1.71M
POOL
Pool Corp

Industrials
-108
- 6.09%
$339.32 - $390.03 $36.6K - $42.1K
1.67K $568K
DUK
Duke Energy Corp

Utilities
-576
- 17.51%
$105.76 - $120.76 $60.9K - $69.6K
2.71K $292K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.14K
- 4.08%
$31.23 - $33.51 $35.5K - $38.1K
26.7K $840K
FIS
Fidelity National Information Services, Inc.

Technology
-535
- 4.55%
$80.14 - $90.95 $42.9K - $48.7K
11.2K $906K
BDX
Becton Dickinson & CO

Healthcare
-205
- 9.86%
$220.02 - $243.75 $45.1K - $50K
1.88K $425K
RTX
Raytheon Technologies Corp

Industrials
-171
- 1.79%
$114.45 - $127.21 $19.6K - $21.8K
9.37K $1.08M
HQY
Healthequity, Inc.

Healthcare
-1.34K
- 31.82%
$78.18 - $104.65 $105K - $140K
2.88K $275K
PHG
Koninklijke Philips Nv

Healthcare
-24
- 0.26%
$24.71 - $32.66 $593 - $784
9.15K $231K
BP
Bp PLC

Energy
-985
- 6.23%
$28.16 - $33.14 $27.7K - $32.6K
14.8K $438K
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.02K
- 16.48%
$25.09 - $25.69 $50.8K - $52K
10.3K $258K
AOA
Ishares Tr Core Aggressive All

ETFs
-375
- 3.03%
$76.61 - $79.88 $28.7K - $30K
12K $920K
IT
Gartner Inc

Technology
-79
- 9.47%
$481.22 - $551.8 $38K - $43.6K
755 $365K
GNR
Spdr S&P Global Natural Resour

ETFs
-247
- 4.61%
$48.67 - $58.43 $12K - $14.4K
5.11K $254K
RWO
Spdr Dow Jones Global Real Est

ETFs
-210
- 2.42%
$42.41 - $47.31 $8.91K - $9.94K
8.47K $363K
SHW
Sherwin Williams CO

Basic Materials
-7
- 0.65%
$338.75 - $399.71 $2.37K - $2.8K
1.06K $361K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-738
- 10.14%
$45.38 - $46.88 $33.5K - $34.6K
6.54K $298K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-3.31K
- 11.99%
$14.38 - $15.35 $47.6K - $50.9K
24.3K $363K
CB
Chubb LTD

Financial Services
-66
- 4.18%
$271.57 - $301.89 $17.9K - $19.9K
1.51K $418K
FICO
Fair Isaac Corp

Technology
-26
- 6.93%
$1911.01 - $2382.4 $49.7K - $61.9K
349 $694K
VUG
Vanguard Growth ETF

ETFs
-1.37K
- 6.88%
$378.79 - $428.11 $517K - $585K
18.5K $7.59M
SYK
Stryker Corp

Healthcare
-84
- 3.4%
$345.14 - $392.15 $29K - $32.9K
2.39K $859K
IVE
Ishares S&P 500 Value ETF

ETFs
-95
- 4.23%
$189.5 - $206.17 $18K - $19.6K
2.15K $410K
AOR
Ishares Tr Core Growth Allocat

ETFs
-291
- 4.33%
$57.32 - $59.66 $16.7K - $17.4K
6.43K $368K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-303
- 3.49%
$43.44 - $45.05 $13.2K - $13.7K
8.37K $363K
SLV
I Shares Silver Trust

ETFs
-250
- 2.83%
$26.33 - $31.74 $6.58K - $7.94K
8.57K $225K
TREX
Trex CO Inc

Industrials
-617
- 7.9%
$62.94 - $79.88 $38.8K - $49.3K
7.19K $496K
TXN
Texas Instruments Inc

Technology
-119
- 4.43%
N/A
2.57K $499K
EPD
Enterprise Products Partners L.P.

Energy
-1.73K
- 11.73%
$28.66 - $34.43 $49.6K - $59.6K
13K $408K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-244
- 2.62%
$40.97 - $42.66 $10K - $10.4K
9.08K $376K
MTW
Manitowoc CO Inc

Industrials
-251
- 1.3%
$8.63 - $11.2 $2.17K - $2.81K
19.1K $174K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-14
- 0.43%
$64.34 - $70.57 $901 - $988
3.23K $210K
FISV
Fiserv Inc

Technology
-39
- 0.56%
N/A
6.9K $863K
VV
Vanguard Large Cap ETF

ETFs
-53
- 2.71%
$260.27 - $280.65 $13.8K - $14.9K
1.91K $513K
Gsk PLC
-1.54K
- 11.64%
N/A
11.7K $0
JPHY
Jp Morgan High Yield Research

ETFs
-65
- 1.41%
N/A
4.56K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-3.32K
- 9.4%
N/A
31.9K $0
Linde PLC
-19
- 2.93%
N/A
630 $0
JCI
Johnson Controls International PLC

Industrials
-40
- 0.95%
$74.23 - $86.6 $2.97K - $3.46K
4.18K $329K
VO
Vanguard Mid Cap ETF

ETFs
-93
- 0.1%
$261.5 - $284.63 $24.3K - $26.5K
94.6K $25M
WAT
Waters Corp

Healthcare
-6
- 1.02%
$323.11 - $392.01 $1.94K - $2.35K
584 $216K
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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