$903 Million is the total value of NICOLET ADVISORY SERVICES, LLC's 315 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 8.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $138,438,745 | -2.0% | 3,399,773 | +3.1% | 15.33% | -1.1% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $113,491,495 | +0.2% | 1,914,822 | +2.2% | 12.57% | +1.2% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $54,557,210 | -8.0% | 790,684 | -4.6% | 6.04% | -7.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $29,205,662 | -5.2% | 312,694 | -1.6% | 3.24% | -4.3% |
| AAPL | Buy | APPLE INC | $27,682,085 | -3.9% | 159,404 | +6.1% | 3.07% | -3.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $25,368,099 | -7.1% | 596,616 | -1.8% | 2.81% | -6.2% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $23,557,041 | +2.6% | 493,548 | +7.2% | 2.61% | +3.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $22,073,857 | -5.8% | 107,914 | +0.4% | 2.44% | -4.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $18,509,425 | +10.9% | 53,855 | +10.2% | 2.05% | +12.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $17,928,533 | -1.1% | 122,823 | +2.9% | 1.99% | -0.2% |
| BFC | Sell | BANK FIRST CORP | $17,191,303 | -6.2% | 222,167 | -0.0% | 1.90% | -5.4% |
| MUB | Buy | ISHARES TRnational mun etf | $14,759,853 | +9.7% | 144,918 | +14.3% | 1.64% | +10.8% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $12,994,959 | +8.7% | 547,156 | +4.7% | 1.44% | +9.8% |
| MSFT | Buy | MICROSOFT CORP | $12,668,094 | +0.5% | 39,717 | +7.5% | 1.40% | +1.4% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $12,394,901 | -3.8% | 229,280 | +9.6% | 1.37% | -2.9% |
| WEC | Buy | WEC ENERGY GROUP INC | $10,171,199 | -5.5% | 128,392 | +7.3% | 1.13% | -4.7% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $10,024,098 | -21.2% | 174,484 | -21.1% | 1.11% | -20.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $9,251,032 | -3.8% | 33,872 | -1.0% | 1.02% | -2.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,141,697 | +3.2% | 63,772 | +3.1% | 1.01% | +4.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $9,059,160 | -1.0% | 66,813 | +2.7% | 1.00% | -0.1% |
| Buy | AMERICAN CENTY ETF TRreal estate etf | $8,927,901 | +2.9% | 244,065 | +15.7% | 0.99% | +3.9% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,689,954 | +6.5% | 20,372 | +10.4% | 0.96% | +7.6% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $8,609,510 | +7.1% | 212,633 | +3.7% | 0.95% | +8.2% |
| VOO | Buy | VANGUARD INDEX FDS | $8,527,489 | -2.3% | 21,852 | +1.1% | 0.94% | -1.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $7,179,621 | -8.0% | 39,022 | -2.4% | 0.80% | -7.1% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $6,898,623 | -9.8% | 67,114 | -8.8% | 0.76% | -8.9% |
| PEP | Buy | PEPSICO INC | $6,810,563 | -4.0% | 40,321 | +6.0% | 0.75% | -3.2% |
| AMZN | Buy | AMAZON COM INC | $6,422,517 | +7.0% | 50,571 | +8.1% | 0.71% | +7.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $6,199,985 | -4.0% | 133,047 | +0.2% | 0.69% | -3.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,427,316 | +34.4% | 40,131 | +19.3% | 0.60% | +35.7% |
| JPHY | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $5,258,489 | -6.2% | 121,709 | -4.6% | 0.58% | -5.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $5,111,750 | -6.2% | 70,487 | -4.6% | 0.57% | -5.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,907,691 | +10.2% | 11,557 | +14.1% | 0.54% | +11.2% |
| HD | Buy | HOME DEPOT INC | $4,817,547 | +5.4% | 16,476 | +8.9% | 0.53% | +6.6% |
| KO | Buy | COCA COLA CO | $4,756,473 | -4.2% | 86,418 | +5.4% | 0.53% | -3.3% |
| JNK | Sell | SPDR SER TRbloomberg high y | $4,565,383 | -3.1% | 51,435 | -1.2% | 0.51% | -2.1% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $4,262,008 | -3.6% | 164,875 | -0.1% | 0.47% | -2.7% |
| OSK | Buy | OSHKOSH CORP | $4,084,653 | +10.9% | 44,312 | +2.8% | 0.45% | +11.9% |
| XOM | Buy | EXXON MOBIL CORP | $4,064,329 | +10.1% | 36,451 | +1.6% | 0.45% | +11.1% |
| IGF | Sell | ISHARES TRglb infrastr etf | $4,039,782 | -12.6% | 96,901 | -2.9% | 0.45% | -11.8% |
| WFC | Buy | WELLS FARGO CO NEW | $3,882,952 | +607.4% | 99,640 | +678.5% | 0.43% | +616.7% |
| JAGG | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $3,571,944 | -23.2% | 81,682 | -20.1% | 0.40% | -22.5% |
| ABT | Buy | ABBOTT LABS | $3,507,741 | -1.9% | 36,673 | +9.9% | 0.39% | -0.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $3,463,597 | -16.0% | 144,076 | -12.7% | 0.38% | -15.0% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $3,398,093 | -10.1% | 112,632 | -5.6% | 0.38% | -9.4% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $3,267,683 | -5.1% | 84,458 | -3.6% | 0.36% | -4.2% |
| NVDA | Buy | NVIDIA CORPORATION | $3,183,824 | +26.8% | 7,229 | +21.2% | 0.35% | +27.9% |
| FB | Buy | META PLATFORMS INCcl a | $3,169,170 | +17.1% | 10,371 | +11.9% | 0.35% | +18.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,971,580 | +13.2% | 5,820 | +4.1% | 0.33% | +14.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,899,281 | +26.1% | 21,276 | +11.9% | 0.32% | +27.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,619,087 | -3.7% | 16,991 | +0.2% | 0.29% | -2.7% |
| TSLA | Buy | TESLA INC | $2,484,415 | +0.6% | 9,513 | +6.5% | 0.28% | +1.5% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $2,425,987 | -9.0% | 56,775 | -3.9% | 0.27% | -8.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $2,396,121 | -4.4% | 51,909 | -2.8% | 0.26% | -3.6% |
| TJX | Buy | TJX COS INC NEW | $2,370,140 | +11.9% | 26,921 | +6.1% | 0.26% | +13.4% |
| WMT | Buy | WALMART INC | $2,251,468 | +4.4% | 13,984 | +1.8% | 0.25% | +5.1% |
| ASB | Sell | ASSOCIATED BANC CORP | $2,239,760 | +0.0% | 135,825 | -1.6% | 0.25% | +0.8% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $2,018,409 | -7.9% | 38,756 | -4.5% | 0.22% | -6.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,015,407 | +0.9% | 12,959 | +4.8% | 0.22% | +1.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,922,214 | +24.1% | 4,882 | +23.9% | 0.21% | +25.3% |
| ETN | Buy | EATON CORP PLC | $1,879,956 | +15.7% | 8,980 | +9.3% | 0.21% | +16.9% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,863,194 | -7.7% | 34,364 | -1.8% | 0.21% | -6.8% |
| ORCL | Buy | ORACLE CORP | $1,831,064 | -1.4% | 17,100 | +6.3% | 0.20% | -0.5% |
| MGK | VANGUARD WORLD FDmega grwth ind | $1,789,006 | -2.5% | 7,839 | 0.0% | 0.20% | -1.5% | |
| HON | Buy | HONEYWELL INTL INC | $1,748,152 | -5.1% | 9,579 | +6.0% | 0.19% | -4.0% |
| BA | Buy | BOEING CO | $1,708,129 | -0.5% | 9,148 | +13.3% | 0.19% | +0.5% |
| MCD | Buy | MCDONALDS CORP | $1,674,072 | -5.3% | 6,544 | +9.2% | 0.18% | -4.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,563,960 | +34.4% | 2,735 | +26.3% | 0.17% | +35.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,553,804 | +8.8% | 22,624 | +15.4% | 0.17% | +9.6% |
| LLY | Buy | ELI LILLY & CO | $1,517,767 | +29.1% | 2,856 | +12.5% | 0.17% | +30.2% |
| ABBV | Buy | ABBVIE INC | $1,462,250 | +16.3% | 9,901 | +8.0% | 0.16% | +17.4% |
| MRK | Buy | MERCK & CO INC | $1,407,129 | -7.3% | 13,772 | +1.3% | 0.16% | -6.6% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,401,734 | -12.9% | 11,583 | -0.8% | 0.16% | -12.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,398,577 | +19.1% | 9,914 | +11.6% | 0.16% | +20.2% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,392,691 | -3.9% | 7,272 | +1.7% | 0.15% | -3.1% |
| GII | Sell | SPDR INDEX SHS FDSs&p gblinf etf | $1,331,950 | -12.4% | 28,059 | -2.9% | 0.15% | -11.4% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $1,310,063 | -6.1% | 24,126 | +2.2% | 0.14% | -5.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,280,730 | -4.8% | 14,023 | +1.7% | 0.14% | -4.1% |
| CVX | Buy | CHEVRON CORP NEW | $1,261,742 | +33.1% | 7,739 | +24.8% | 0.14% | +34.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,237,666 | +7.5% | 4,634 | +10.0% | 0.14% | +8.7% |
| TRV | Sell | TRAVELERS COMPANIES INC | $1,232,497 | -5.0% | 7,585 | -0.0% | 0.14% | -3.5% |
| HUM | Buy | HUMANA INC | $1,218,822 | +13.6% | 2,509 | +3.2% | 0.14% | +14.4% |
| V | Buy | VISA INC | $1,204,479 | +4.5% | 5,209 | +7.9% | 0.13% | +4.7% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,194,532 | -18.0% | 16,206 | -6.6% | 0.13% | -17.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,182,455 | +19.0% | 27,202 | +12.8% | 0.13% | +20.2% |
| CVS | Buy | CVS HEALTH CORP | $1,166,449 | +27.6% | 16,910 | +28.7% | 0.13% | +29.0% |
| PFE | Buy | PFIZER INC | $1,153,248 | -5.7% | 34,622 | +0.9% | 0.13% | -4.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,156,292 | -1.6% | 2,301 | +1.3% | 0.13% | -0.8% |
| BX | Buy | BLACKSTONE INC | $1,087,744 | +51.4% | 10,435 | +33.7% | 0.12% | +51.9% |
| DIS | Buy | DISNEY WALT CO | $1,074,963 | +7.5% | 13,552 | +20.2% | 0.12% | +8.2% |
| NKE | Buy | NIKE INCcl b | $1,068,937 | +17.1% | 11,148 | +28.4% | 0.12% | +18.0% |
| CRM | Buy | SALESFORCE INC | $1,061,029 | +38.3% | 5,256 | +44.0% | 0.12% | +40.5% |
| MPC | Buy | MARATHON PETE CORP | $1,056,229 | +26.0% | 7,444 | +0.6% | 0.12% | +27.2% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,060,016 | -26.1% | 14,158 | -26.0% | 0.12% | -25.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,045,110 | -1.1% | 27,209 | +3.2% | 0.12% | 0.0% |
| DE | Buy | DEERE & CO | $1,040,200 | -4.1% | 2,759 | +2.0% | 0.12% | -3.4% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $1,023,730 | +1.6% | 42,531 | +2.9% | 0.11% | +1.8% |
| SLB | Buy | SCHLUMBERGER LTD | $1,003,147 | +32.8% | 17,968 | +16.9% | 0.11% | +33.7% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $995,791 | -22.7% | 22,997 | -18.1% | 0.11% | -22.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $988,292 | -4.9% | 9,768 | -1.3% | 0.11% | -4.4% |
| CSCO | Buy | CISCO SYS INC | $976,810 | +15.1% | 18,275 | +10.0% | 0.11% | +16.1% |
| NEE | Buy | NEXTERA ENERGY INC | $953,596 | -20.6% | 18,838 | +14.5% | 0.11% | -19.7% |
| MU | Sell | MICRON TECHNOLOGY INC | $938,131 | +10.8% | 13,774 | -0.4% | 0.10% | +11.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $940,097 | -9.6% | 4,465 | -6.3% | 0.10% | -8.8% |
| T | Sell | AT&T INC | $936,429 | -7.8% | 63,920 | -0.2% | 0.10% | -6.3% |
| BMO | Buy | BANK MONTREAL QUE | $931,956 | -8.8% | 11,616 | +1.0% | 0.10% | -8.0% |
| AOA | Sell | ISHARES TRaggres alloc etf | $913,582 | -4.7% | 14,636 | -0.9% | 0.10% | -3.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $902,687 | -2.4% | 6,067 | +2.3% | 0.10% | -1.0% |
| CAT | Buy | CATERPILLAR INC | $869,185 | +10.3% | 3,280 | +0.2% | 0.10% | +11.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $854,313 | -9.5% | 5,558 | +5.5% | 0.10% | -8.7% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $848,232 | -56.0% | 14,960 | -55.1% | 0.09% | -55.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $842,169 | +13.8% | 5,341 | +41.5% | 0.09% | +14.8% |
| COP | Buy | CONOCOPHILLIPS | $840,670 | +25.2% | 7,418 | +10.9% | 0.09% | +25.7% |
| PSX | Buy | PHILLIPS 66 | $830,188 | +22.6% | 7,514 | +5.8% | 0.09% | +24.3% |
| ADBE | Buy | ADOBE INC | $827,398 | +34.3% | 1,596 | +24.7% | 0.09% | +35.3% |
| BKNG | Buy | BOOKING HOLDINGS INC | $828,640 | +19.2% | 272 | +3.0% | 0.09% | +21.1% |
| MAS | Buy | MASCO CORP | $790,939 | +14.2% | 15,126 | +20.5% | 0.09% | +15.8% |
| CDW | Buy | CDW CORP | $797,030 | +30.1% | 3,880 | +15.8% | 0.09% | +31.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $788,037 | +27.1% | 3,593 | +24.2% | 0.09% | +27.9% |
| MO | Buy | ALTRIA GROUP INC | $745,098 | -4.8% | 17,890 | +5.4% | 0.08% | -3.5% |
| AMGN | Buy | AMGEN INC | $744,513 | +24.2% | 2,805 | +4.4% | 0.08% | +24.2% |
| RTX | Sell | RTX CORPORATION | $718,773 | -31.7% | 10,251 | -4.5% | 0.08% | -31.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $718,047 | +40.0% | 12,657 | +56.6% | 0.08% | +42.9% |
| SCHW | Buy | SCHWAB CHARLES CORP | $726,526 | +8.3% | 14,132 | +17.9% | 0.08% | +8.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $716,768 | +3.0% | 11,439 | +7.9% | 0.08% | +3.9% |
| FLTB | Sell | FIDELITY MERRIMACK STR TRltd trm bd etf | $708,342 | -6.9% | 14,878 | -6.5% | 0.08% | -6.0% |
| BLK | Buy | BLACKROCK INC | $702,763 | +5.9% | 1,104 | +13.2% | 0.08% | +6.8% |
| ADI | Buy | ANALOG DEVICES INC | $687,202 | +21.4% | 3,954 | +30.0% | 0.08% | +22.6% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $680,024 | +31.0% | 366 | +47.6% | 0.08% | +31.6% |
| NSC | Buy | NORFOLK SOUTHN CORP | $678,563 | +9.8% | 3,517 | +29.3% | 0.08% | +10.3% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $670,316 | +26.6% | 6,148 | +30.0% | 0.07% | +27.6% |
| USB | Sell | US BANCORP DEL | $660,011 | -7.7% | 21,127 | -2.5% | 0.07% | -6.4% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $661,336 | -12.6% | 13,616 | -9.3% | 0.07% | -12.0% |
| FISV | Sell | FISERV INC | $650,368 | -19.0% | 5,757 | -10.1% | 0.07% | -18.2% |
| AOM | Sell | ISHARES TRmodert alloc etf | $640,313 | -7.9% | 16,723 | -4.6% | 0.07% | -6.6% |
| MS | Buy | MORGAN STANLEY | $621,028 | -1.6% | 7,852 | +3.7% | 0.07% | 0.0% |
| LOW | Sell | LOWES COS INC | $618,212 | -10.1% | 3,097 | -0.3% | 0.07% | -9.3% |
| FERG | FERGUSON PLC NEW | $613,325 | +6.8% | 3,789 | 0.0% | 0.07% | +7.9% | |
| PLXS | Sell | PLEXUS CORP | $607,267 | -3.4% | 6,499 | -0.4% | 0.07% | -2.9% |
| BP | Buy | BP PLCsponsored adr | $597,845 | +9.7% | 16,465 | +5.1% | 0.07% | +10.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $588,036 | -23.0% | 2,817 | -17.2% | 0.06% | -22.6% |
| LNT | Buy | ALLIANT ENERGY CORP | $582,615 | +92.5% | 12,268 | +116.1% | 0.06% | +97.0% |
| SBUX | Buy | STARBUCKS CORP | $577,172 | -3.1% | 6,332 | +2.3% | 0.06% | -1.5% |
| GWW | Buy | GRAINGER W W INC | $577,932 | +15.9% | 827 | +29.2% | 0.06% | +16.4% |
| BDX | Buy | BECTON DICKINSON & CO | $578,671 | +25.0% | 2,228 | +24.6% | 0.06% | +25.5% |
| BAC | Sell | BANK AMERICA CORP | $573,148 | -44.3% | 22,095 | -39.3% | 0.06% | -44.2% |
| PGR | Buy | PROGRESSIVE CORP | $569,919 | +24.3% | 4,009 | +15.2% | 0.06% | +26.0% |
| SONY | Buy | SONY GROUP CORPsponsored adr | $572,339 | -6.6% | 6,995 | +3.3% | 0.06% | -6.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $558,691 | +5.5% | 1,553 | +7.8% | 0.06% | +6.9% |
| EOG | Buy | EOG RES INC | $535,096 | +26.6% | 4,483 | +19.0% | 0.06% | +28.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $537,159 | +11.5% | 1,736 | +11.0% | 0.06% | +11.3% |
| INTC | Buy | INTEL CORP | $527,667 | +16.6% | 14,686 | +3.7% | 0.06% | +16.0% |
| IDXX | Buy | IDEXX LABS INC | $524,184 | -10.9% | 1,210 | +1.0% | 0.06% | -10.8% |
| PPG | Sell | PPG INDS INC | $524,620 | -10.0% | 3,938 | -1.9% | 0.06% | -9.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $518,055 | -0.1% | 7,575 | +2.0% | 0.06% | 0.0% |
| Buy | GSK PLCsponsored adr | $506,335 | +56.4% | 14,034 | +47.8% | 0.06% | +55.6% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $502,950 | +19.3% | 9,210 | +7.2% | 0.06% | +21.7% |
| BIIB | Buy | BIOGEN INC | $496,319 | +25.4% | 1,930 | +38.9% | 0.06% | +27.9% |
| ABC | Buy | CENCORA INC | $494,095 | +29.2% | 2,705 | +35.9% | 0.06% | +31.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $495,400 | -3.4% | 9,789 | +1.2% | 0.06% | -1.8% |
| AVY | Sell | AVERY DENNISON CORP | $489,098 | +5.7% | 2,668 | -2.2% | 0.05% | +5.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $486,491 | -6.4% | 15,425 | +10.2% | 0.05% | -5.3% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $485,049 | +13.4% | 4,422 | +46.0% | 0.05% | +14.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $478,201 | +14.8% | 1,960 | +4.3% | 0.05% | +15.2% |
| CSL | Buy | CARLISLE COS INC | $470,343 | +1.8% | 1,839 | +0.3% | 0.05% | +2.0% |
| TGT | Buy | TARGET CORP | $465,750 | -16.5% | 4,368 | +2.5% | 0.05% | -14.8% |
| PANW | Buy | PALO ALTO NETWORKS INC | $462,004 | +32.9% | 1,954 | +42.4% | 0.05% | +34.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $459,288 | -8.1% | 13,964 | -5.3% | 0.05% | -7.3% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $449,210 | -11.3% | 12,082 | -1.7% | 0.05% | -10.7% |
| CPRT | Buy | COPART INC | $449,544 | +16.2% | 10,280 | +136.4% | 0.05% | +19.0% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $444,751 | -10.3% | 2,458 | -3.4% | 0.05% | -9.3% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $444,114 | +0.5% | 495 | +5.8% | 0.05% | +2.1% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $431,888 | +14.9% | 12,044 | +21.4% | 0.05% | +17.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $428,560 | +5.2% | 4,118 | +14.7% | 0.05% | +4.4% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $427,153 | +48.0% | 2,235 | +43.8% | 0.05% | +46.9% |
| ETY | EATON VANCE TAX-MANAGED DIVE | $419,238 | -6.2% | 36,743 | 0.0% | 0.05% | -6.1% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $416,148 | -14.4% | 1,037 | -1.5% | 0.05% | -13.2% |
| DIMENSIONAL ETF TRUSTworld ex us core | $413,177 | -4.4% | 18,910 | 0.0% | 0.05% | -2.1% | ||
| DG | Buy | DOLLAR GEN CORP NEW | $413,136 | -36.3% | 3,860 | +0.5% | 0.05% | -35.2% |
| INTU | Sell | INTUIT | $403,101 | -3.3% | 779 | -15.6% | 0.04% | -2.2% |
| Buy | GENERAL ELECTRIC CO | $409,828 | +4.1% | 3,765 | +2.7% | 0.04% | +4.7% | |
| NFLX | Buy | NETFLIX INC | $394,237 | +10.0% | 1,046 | +28.0% | 0.04% | +12.8% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $399,924 | -12.0% | 7,495 | -12.7% | 0.04% | -12.0% |
| WM | Sell | WASTE MGMT INC DEL | $399,064 | -22.6% | 2,592 | -13.8% | 0.04% | -22.8% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $400,824 | -8.4% | 8,025 | -5.2% | 0.04% | -8.3% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $386,154 | +13.1% | 791 | +10.5% | 0.04% | +16.2% |
| AVGO | Buy | BROADCOM INC | $387,191 | +9.2% | 470 | +12.4% | 0.04% | +10.3% |
| ALL | Sell | ALLSTATE CORP | $378,655 | +2.0% | 3,398 | -0.4% | 0.04% | +2.4% |
| VV | VANGUARD INDEX FDSlarge cap etf | $380,462 | -3.2% | 1,956 | 0.0% | 0.04% | -2.3% | |
| CTAS | Buy | CINTAS CORP | $366,827 | +0.2% | 758 | +0.8% | 0.04% | +2.5% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $367,541 | +20.8% | 4,568 | +10.9% | 0.04% | +24.2% |
| TFC | Buy | TRUIST FINL CORP | $374,430 | +26.5% | 13,781 | +43.4% | 0.04% | +28.1% |
| ASML | Buy | ASML HOLDING N V | $367,515 | +3.5% | 622 | +22.4% | 0.04% | +5.1% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $373,036 | +10.8% | 2,620 | +50.9% | 0.04% | +10.8% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $358,349 | -6.9% | 2,443 | -2.0% | 0.04% | -4.8% |
| SAP | Sell | SAP SEspon adr | $364,356 | -8.7% | 2,826 | -6.2% | 0.04% | -9.1% |
| APD | Sell | AIR PRODS & CHEMS INC | $362,794 | -10.9% | 1,273 | -10.0% | 0.04% | -11.1% |
| PLD | Sell | PROLOGIS INC. | $365,375 | -12.2% | 3,370 | -0.4% | 0.04% | -13.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $356,906 | +3.2% | 1,467 | +9.2% | 0.04% | +5.3% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $348,206 | +14.2% | 3,866 | +20.5% | 0.04% | +18.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $350,812 | -0.5% | 2,921 | +2.7% | 0.04% | 0.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $354,192 | +30.2% | 13,123 | +27.1% | 0.04% | +30.0% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $347,925 | -11.5% | 12,417 | -5.5% | 0.04% | -9.3% |
| AXON | Buy | AXON ENTERPRISE INC | $354,385 | +21.6% | 1,821 | +17.9% | 0.04% | +21.9% |
| DAL | Buy | DELTA AIR LINES INC DEL | $353,155 | -11.4% | 9,794 | +16.2% | 0.04% | -11.4% |
| AMAT | Buy | APPLIED MATLS INC | $344,027 | +0.0% | 2,470 | +0.8% | 0.04% | 0.0% |
| UNP | Sell | UNION PAC CORP | $342,978 | -17.9% | 1,696 | -17.8% | 0.04% | -17.4% |
| SYK | Buy | STRYKER CORPORATION | $335,412 | +5.8% | 1,260 | +17.5% | 0.04% | +5.7% |
| DFS | Sell | DISCOVER FINL SVCS | $333,952 | -30.7% | 3,823 | -8.3% | 0.04% | -30.2% |
| MET | Sell | METLIFE INC | $330,151 | +4.1% | 5,503 | -1.6% | 0.04% | +5.7% |
| AOK | Sell | ISHARES TRconser alloc etf | $322,814 | -9.4% | 9,619 | -6.2% | 0.04% | -7.7% |
| CSX | Buy | CSX CORP | $328,984 | -6.5% | 10,664 | +1.4% | 0.04% | -7.7% |
| DLTR | Sell | DOLLAR TREE INC | $327,825 | -28.4% | 3,129 | -1.4% | 0.04% | -28.0% |
| HAL | Buy | HALLIBURTON CO | $323,935 | +40.2% | 8,464 | +20.9% | 0.04% | +44.0% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $315,356 | +9.6% | 820 | +17.0% | 0.04% | +9.4% |
| DD | Buy | DUPONT DE NEMOURS INC | $319,615 | +32.5% | 4,338 | +25.1% | 0.04% | +34.6% |
| OMC | OMNICOM GROUP INC | $317,829 | -20.5% | 4,336 | 0.0% | 0.04% | -20.5% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $313,019 | -60.0% | 3,874 | -60.0% | 0.04% | -59.3% |
| IVE | ISHARES TRs&p 500 val etf | $315,033 | -5.1% | 2,076 | 0.0% | 0.04% | -2.8% | |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $319,085 | -2.7% | 716 | +2.7% | 0.04% | -2.8% |
| DHR | Buy | DANAHER CORPORATION | $317,481 | +16.7% | 1,469 | +26.5% | 0.04% | +16.7% |
| CME | Buy | CME GROUP INC | $306,689 | +32.1% | 1,509 | +19.1% | 0.03% | +36.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $308,422 | +1.2% | 2,919 | +3.2% | 0.03% | +3.0% |
| DBEF | DBX ETF TRxtrack msci eafe | $307,710 | -0.5% | 9,000 | 0.0% | 0.03% | 0.0% | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $307,316 | -8.1% | 2,392 | -1.4% | 0.03% | -8.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $299,443 | +10.2% | 3,492 | +1.6% | 0.03% | +10.0% |
| WSO | Sell | WATSCO INC | $296,189 | -3.2% | 772 | -6.0% | 0.03% | -2.9% |
| PCAR | Buy | PACCAR INC | $295,718 | +12.1% | 3,412 | +5.8% | 0.03% | +13.8% |
| LULU | Buy | LULULEMON ATHLETICA INC | $295,340 | +6.0% | 798 | +5.1% | 0.03% | +6.5% |
| CSGP | Buy | COSTAR GROUP INC | $302,281 | +3.1% | 3,955 | +18.7% | 0.03% | +3.1% |
| VRSK | Buy | VERISK ANALYTICS INC | $298,953 | +12.7% | 1,246 | +6.6% | 0.03% | +13.8% |
| UL | Buy | UNILEVER PLCspon adr new | $294,216 | +2.0% | 6,013 | +7.0% | 0.03% | +3.1% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $286,598 | -8.2% | 1,848 | -3.6% | 0.03% | -5.9% |
| ALE | Sell | ALLETE INC | $284,449 | -10.2% | 5,492 | -0.0% | 0.03% | -8.6% |
| FICO | Buy | FAIR ISAAC CORP | $287,524 | +15.2% | 334 | +4.7% | 0.03% | +18.5% |
| MDT | Buy | MEDTRONIC PLC | $287,769 | -3.3% | 3,773 | +9.2% | 0.03% | -3.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $281,634 | +17.9% | 3,163 | +109.6% | 0.03% | +19.2% |
| YUM | Buy | YUM BRANDS INC | $275,386 | -6.1% | 2,229 | +1.8% | 0.03% | -3.1% |
| NTRS | Sell | NORTHERN TR CORP | $276,133 | -10.4% | 4,153 | -1.3% | 0.03% | -8.8% |
| OSBC | OLD SECOND BANCORP INC ILL | $270,612 | +3.5% | 20,210 | 0.0% | 0.03% | +3.4% | |
| NOW | Buy | SERVICENOW INC | $273,771 | +4.6% | 499 | +5.9% | 0.03% | +3.4% |
| POOL | Buy | POOL CORP | $272,263 | +10.6% | 804 | +18.9% | 0.03% | +11.1% |
| LRCX | Buy | LAM RESEARCH CORP | $265,072 | +24.0% | 419 | +21.8% | 0.03% | +26.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $260,795 | +6.1% | 3,028 | +11.6% | 0.03% | +7.4% |
| SO | Buy | SOUTHERN CO | $264,996 | -6.6% | 4,101 | +2.3% | 0.03% | -6.5% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $265,500 | -14.9% | 1,800 | -5.7% | 0.03% | -14.7% |
| CDL | Sell | VICTORY PORTFOLIOS II | $260,307 | -6.7% | 4,931 | -0.4% | 0.03% | -6.5% |
| KNSL | Buy | KINSALE CAP GROUP INC | $263,362 | +18.0% | 629 | +4.0% | 0.03% | +20.8% |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $262,888 | -4.8% | 5,041 | 0.0% | 0.03% | -3.3% | |
| New | BATH & BODY WORKS INC | $265,460 | – | 8,123 | +100.0% | 0.03% | – | |
| EMR | Buy | EMERSON ELEC CO | $265,769 | +17.4% | 2,808 | +9.4% | 0.03% | +16.0% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $249,273 | -1.3% | 8,154 | +1.9% | 0.03% | 0.0% |
| SHW | New | SHERWIN WILLIAMS CO | $254,408 | – | 992 | +100.0% | 0.03% | – |
| WMS | Sell | ADVANCED DRAIN SYS INC DEL | $250,701 | -3.0% | 2,184 | -6.5% | 0.03% | 0.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $251,664 | +17.1% | 5,600 | +9.7% | 0.03% | +16.7% |
| KMX | CARMAX INC | $252,371 | -15.8% | 3,701 | 0.0% | 0.03% | -15.2% | |
| IT | Buy | GARTNER INC | $239,637 | -0.6% | 690 | +0.1% | 0.03% | +3.8% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $247,573 | -2.3% | 1,899 | +23.4% | 0.03% | -3.6% |
| PXD | Sell | PIONEER NAT RES CO | $244,699 | +3.4% | 1,136 | -2.6% | 0.03% | +3.8% |
| ACWI | ISHARES TRmsci acwi etf | $240,739 | -3.6% | 2,642 | 0.0% | 0.03% | 0.0% | |
| TIP | Sell | ISHARES TRtips bd etf | $242,205 | -31.4% | 2,360 | -29.2% | 0.03% | -30.8% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $243,835 | -28.5% | 840 | -18.7% | 0.03% | -27.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $247,423 | +0.0% | 1,066 | +4.5% | 0.03% | 0.0% |
| SNDR | Sell | SCHNEIDER NATIONAL INCcl b | $239,299 | -11.3% | 8,939 | -7.9% | 0.03% | -10.0% |
| ULTA | Buy | ULTA BEAUTY INC | $248,236 | +5.5% | 627 | +25.4% | 0.03% | +3.8% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $233,374 | -4.7% | 3,173 | +0.6% | 0.03% | -3.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $235,085 | -18.5% | 3,499 | -14.7% | 0.03% | -18.8% |
| NFE | New | NEW FORTRESS ENERGY INC | $238,754 | – | 8,488 | +100.0% | 0.03% | – |
| JCI | Sell | JOHNSON CTLS INTL PLC | $234,094 | -28.9% | 4,488 | -8.9% | 0.03% | -27.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $225,975 | +11.9% | 969 | +15.9% | 0.02% | +13.6% |
| ROLL | New | RBC BEARINGS INC | $223,907 | – | 949 | +100.0% | 0.02% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $221,280 | – | 524 | +100.0% | 0.02% | – |
| EXPO | New | EXPONENT INC | $229,040 | – | 2,672 | +100.0% | 0.02% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $227,223 | -3.4% | 11,593 | +3.7% | 0.02% | -3.8% |
| MGEE | MGE ENERGY INC | $223,908 | -12.7% | 3,229 | 0.0% | 0.02% | -10.7% | |
| MMM | Buy | 3M CO | $225,241 | -6.9% | 2,559 | +1.9% | 0.02% | -7.4% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $224,845 | -16.1% | 6,395 | +0.4% | 0.02% | -13.8% |
| SLV | Buy | ISHARES SILVER TRishares | $226,989 | -6.9% | 11,755 | +0.4% | 0.02% | -7.4% |
| TDTF | Sell | FLEXSHARES TRiboxx 5yr trgt | $213,926 | -13.7% | 9,428 | -11.4% | 0.02% | -11.1% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $219,603 | -9.8% | 2,996 | +5.0% | 0.02% | -11.1% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $217,947 | -0.9% | 2,260 | -0.6% | 0.02% | 0.0% |
| FSK | Sell | FS KKR CAP CORP | $215,284 | -11.9% | 11,172 | -12.1% | 0.02% | -11.1% |
| TREX | Buy | TREX CO INC | $216,815 | +5.9% | 3,636 | +10.7% | 0.02% | +9.1% |
| EXLS | Buy | EXLSERVICE HOLDINGS INC | $215,632 | +4.9% | 7,793 | +469.2% | 0.02% | +4.3% |
| APH | New | AMPHENOL CORP NEWcl a | $209,767 | – | 2,517 | +100.0% | 0.02% | – |
| CB | New | CHUBB LIMITED | $208,501 | – | 1,004 | +100.0% | 0.02% | – |
| New | LINDE PLC | $209,750 | – | 554 | +100.0% | 0.02% | – | |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $208,521 | -3.7% | 845 | -1.7% | 0.02% | -4.2% |
| FDX | Sell | FEDEX CORP | $206,552 | +0.6% | 794 | -4.2% | 0.02% | 0.0% |
| CMI | Sell | CUMMINS INC | $206,943 | -11.7% | 909 | -6.1% | 0.02% | -11.5% |
| DNP | Buy | DNP SELECT INCOME FD INC | $210,433 | -9.4% | 22,824 | +0.6% | 0.02% | -8.0% |
| Sell | RIVIAN AUTOMOTIVE INC | $206,411 | -5.7% | 8,713 | -13.9% | 0.02% | -4.2% | |
| ECL | New | ECOLAB INC | $208,451 | – | 1,229 | +100.0% | 0.02% | – |
| XEL | Buy | XCEL ENERGY INC | $203,867 | -5.6% | 3,600 | +6.3% | 0.02% | -4.2% |
| EPAM | New | EPAM SYS INC | $207,060 | – | 857 | +100.0% | 0.02% | – |
| TXN | Buy | TEXAS INSTRS INC | $202,518 | -2.5% | 1,282 | +7.9% | 0.02% | -4.3% |
| CHD | New | CHURCH & DWIGHT CO INC | $200,623 | – | 2,180 | +100.0% | 0.02% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $201,673 | – | 858 | +100.0% | 0.02% | – |
| F | Buy | FORD MTR CO DEL | $201,780 | -18.0% | 16,829 | +2.4% | 0.02% | -18.5% |
| GPN | New | GLOBAL PMTS INC | $201,824 | – | 1,787 | +100.0% | 0.02% | – |
| Buy | PEAKSTONE REALTY TRUST | $198,842 | -31.9% | 12,577 | +6.1% | 0.02% | -31.2% | |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $201,899 | – | 572 | +100.0% | 0.02% | – |
| CRESCENT ENERGY COMPANY | $185,443 | +9.2% | 16,920 | 0.0% | 0.02% | +10.5% | ||
| HST | Sell | HOST HOTELS & RESORTS INC | $188,067 | -8.1% | 11,843 | -0.6% | 0.02% | -4.5% |
| ET | Sell | ENERGY TRANSFER L P | $150,267 | +4.0% | 11,264 | -0.2% | 0.02% | +6.2% |
| AUPH | Sell | AURINIA PHARMACEUTICALS INC | $147,755 | -30.3% | 20,550 | -1.9% | 0.02% | -30.4% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $116,603 | -7.5% | 16,240 | 0.0% | 0.01% | -7.1% | |
| GTN | Buy | GRAY TELEVISION INC | $89,189 | -12.8% | 14,247 | +8.4% | 0.01% | -9.1% |
| NOK | Sell | NOKIA CORPsponsored adr | $57,258 | -14.3% | 15,817 | -2.0% | 0.01% | -14.3% |
| SAN | New | BANCO SANTANDER S.A.adr | $56,402 | – | 15,285 | +100.0% | 0.01% | – |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $42,559 | +40.1% | 20,965 | +51.1% | 0.01% | +66.7% |
| PBI | PITNEY BOWES INC | $38,582 | +2.4% | 11,151 | 0.0% | 0.00% | 0.0% | |
| ARDAGH METAL PACKAGING S A | $29,500 | -20.7% | 10,000 | 0.0% | 0.00% | -25.0% | ||
| AFIB | Sell | ACUTUS MED INC | $15,260 | -39.3% | 21,800 | -23.5% | 0.00% | -33.3% |
| ZIOP | ALAUNOS THERAPEUTICS INC | $2,356 | -77.3% | 21,500 | 0.0% | 0.00% | -100.0% | |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -11,310 | -100.0% | -0.00% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -486 | -100.0% | -0.02% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -1,241 | -100.0% | -0.02% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,680 | -100.0% | -0.02% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -10,717 | -100.0% | -0.03% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -4,827 | -100.0% | -0.03% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,074 | -100.0% | -0.03% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -8,503 | -100.0% | -0.04% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,809 | -100.0% | -0.04% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -9,403 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 19 | Q3 2023 | 19.4% |
| SPDR SER TR | 19 | Q3 2023 | 17.4% |
| VANGUARD BD INDEX FDS | 19 | Q3 2023 | 13.9% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q3 2023 | 8.3% |
| ISHARES TR | 19 | Q3 2023 | 4.5% |
| SPDR SER TR | 19 | Q3 2023 | 9.2% |
| SPDR INDEX SHS FDS | 19 | Q3 2023 | 6.4% |
| VANGUARD INDEX FDS | 19 | Q3 2023 | 2.6% |
| VANGUARD INDEX FDS | 19 | Q3 2023 | 2.3% |
| APPLE INC | 19 | Q3 2023 | 3.2% |
View NICOLET ADVISORY SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-16 |
View NICOLET ADVISORY SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.