Nicolet Advisory Services
Latest statistics and disclosures from Nicolet Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, SPYV, SPYG, AVEM, AAPL, and represent 36.55% of Nicolet Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$293M), AVEM (+$22M), VEA (+$10M), VOO (+$6.8M), VTEB (+$6.8M), ITOT (+$5.9M), VONE (+$5.1M), VO, NVDA, GOOG.
- Started 35 new stock positions in SCHX, VTWO, MOFG, IWO, VTR, HLT, TXRH, VONE, TGT, RTX.
- Reduced shares in these 10 stocks: SPYV (-$114M), SPYG (-$103M), AMJB (-$8.7M), AVRE, IGF, AMLP, Raytheon Technologies Corp, , YLD, IEFA.
- Sold out of its positions in ALE, CDW, CACI, CCI, DD, FBTC, GWW, JJSF, JPST, MRVL.
- Nicolet Advisory Services was a net buyer of stock by $162M.
- Nicolet Advisory Services has $1.5B in assets under management (AUM), dropping by 15.49%.
- Central Index Key (CIK): 0001775863
Tip: Access up to 7 years of quarterly data
Positions held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Nicolet Advisory Services
Nicolet Advisory Services holds 421 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 19.9 | $295M | +10918% | 3.6M | 81.80 |
|
| Spdr Series Trust State Street Spd (SPYV) | 4.7 | $70M | -61% | 1.2M | 58.17 |
|
| Spdr Series Trust State Street Spd (SPYG) | 4.3 | $63M | -61% | 585k | 108.29 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 4.1 | $61M | +54% | 755k | 80.99 |
|
| Apple (AAPL) | 3.5 | $53M | +5% | 202k | 260.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.2 | $47M | +14% | 308k | 152.06 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.2 | $47M | +27% | 721k | 64.92 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.4 | $35M | +23% | 695k | 50.56 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.2 | $32M | +16% | 108k | 299.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $29M | 58k | 498.67 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.8 | $27M | +5% | 592k | 46.13 |
|
| Microsoft Corporation (MSFT) | 1.8 | $26M | +8% | 55k | 477.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $24M | +39% | 38k | 639.35 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $23M | +5% | 70k | 324.49 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $22M | +19% | 117k | 184.94 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.3 | $19M | +2% | 260k | 74.22 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 1.2 | $19M | +9% | 390k | 47.40 |
|
| Procter & Gamble Company (PG) | 1.2 | $18M | -3% | 124k | 143.46 |
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 1.2 | $17M | -18% | 389k | 44.05 |
|
| Amazon (AMZN) | 1.1 | $16M | +19% | 65k | 246.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $16M | 48k | 331.86 |
|
|
| Wec Energy Group (WEC) | 1.0 | $15M | +2% | 138k | 105.00 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $14M | +23% | 50k | 272.21 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $13M | 18k | 698.25 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $12M | +12% | 63k | 196.90 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $11M | -5% | 194k | 58.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $11M | +43% | 34k | 332.73 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $11M | +3% | 99k | 107.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $10M | +2% | 15k | 695.16 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $8.3M | +14% | 78k | 106.92 |
|
| Principal Exchange Traded Active High Yl (YLD) | 0.6 | $8.3M | -19% | 433k | 19.09 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $8.2M | -8% | 17k | 492.53 |
|
| Home Depot (HD) | 0.5 | $8.1M | +2% | 22k | 374.95 |
|
| Coca-Cola Company (KO) | 0.5 | $8.1M | +19% | 114k | 70.50 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.5 | $7.8M | -24% | 161k | 48.41 |
|
| Meta Platforms Cl A (META) | 0.5 | $7.3M | +16% | 11k | 641.98 |
|
| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.4 | $6.5M | -56% | 212k | 30.92 |
|
| Oshkosh Corporation (OSK) | 0.4 | $6.4M | 43k | 149.65 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $5.9M | +4% | 50k | 117.97 |
|
| Broadcom (AVGO) | 0.4 | $5.7M | +21% | 16k | 352.21 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.3 | $5.1M | NEW | 16k | 315.44 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $5.1M | +13% | 8.0k | 632.34 |
|
| Bank First National Corporation (BFC) | 0.3 | $5.0M | -9% | 41k | 123.14 |
|
| Pepsi (PEP) | 0.3 | $5.0M | -17% | 35k | 141.36 |
|
| Boeing Company (BA) | 0.3 | $4.9M | +9% | 20k | 239.81 |
|
| Abbott Laboratories (ABT) | 0.3 | $4.5M | -7% | 37k | 124.64 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $4.5M | +6% | 37k | 124.03 |
|
| Tesla Motors (TSLA) | 0.3 | $4.5M | +5% | 10k | 448.96 |
|
| Eaton Corp SHS (ETN) | 0.3 | $4.5M | +11% | 14k | 329.11 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $4.5M | +5% | 75k | 59.91 |
|
| TJX Companies (TJX) | 0.3 | $4.4M | +14% | 28k | 157.10 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.2M | +13% | 3.9k | 1080.91 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.2M | +22% | 4.4k | 943.14 |
|
| Philip Morris International (PM) | 0.3 | $4.1M | 25k | 165.16 |
|
|
| Micron Technology (MU) | 0.3 | $3.8M | +5% | 11k | 345.87 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.7M | +6% | 18k | 204.68 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.7M | +35% | 6.5k | 566.28 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $3.6M | -19% | 89k | 40.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.6M | -2% | 11k | 343.03 |
|
| Caterpillar (CAT) | 0.2 | $3.6M | +15% | 5.7k | 629.81 |
|
| Johnson & Johnson (JNJ) | 0.2 | $3.4M | +8% | 16k | 209.73 |
|
| Wells Fargo & Company (WFC) | 0.2 | $3.3M | 35k | 94.96 |
|
|
| Cisco Systems (CSCO) | 0.2 | $3.3M | +16% | 44k | 74.01 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.2 | $3.1M | +3% | 64k | 49.28 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.9M | NEW | 15k | 193.85 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $2.8M | NEW | 74k | 37.41 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $2.7M | -8% | 58k | 46.16 |
|
| Associated Banc- (ASB) | 0.2 | $2.6M | 100k | 26.02 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $2.6M | +14% | 8.4k | 306.74 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $2.6M | +7% | 25k | 101.90 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.6M | 11k | 225.61 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.5M | 20k | 125.09 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.5M | +26% | 16k | 156.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.4M | -20% | 5.1k | 477.25 |
|
| Advanced Micro Devices (AMD) | 0.2 | $2.4M | +24% | 12k | 207.69 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $2.4M | +43% | 29k | 84.27 |
|
| Abbvie (ABBV) | 0.2 | $2.4M | -3% | 11k | 220.03 |
|
| International Business Machines (IBM) | 0.2 | $2.3M | -2% | 7.3k | 312.19 |
|
| Walt Disney Company (DIS) | 0.1 | $2.2M | +12% | 19k | 112.82 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.1M | +149% | 15k | 141.33 |
|
| Lazard Active Etf Tr Listed Infrastru (GLIX) | 0.1 | $2.1M | NEW | 85k | 25.06 |
|
| Analog Devices (ADI) | 0.1 | $2.1M | +63% | 7.1k | 293.86 |
|
| Travelers Companies (TRV) | 0.1 | $2.1M | NEW | 7.3k | 280.51 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $2.0M | +11% | 25k | 80.60 |
|
| Visa Com Cl A (V) | 0.1 | $1.9M | 5.6k | 343.23 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.9M | -2% | 12k | 162.34 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.9M | 34k | 55.19 |
|
|
| salesforce (CRM) | 0.1 | $1.9M | +36% | 7.2k | 259.40 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.8M | +25% | 5.1k | 360.96 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.8M | NEW | 5.3k | 344.52 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.7M | 4.1k | 415.61 |
|
|
| Citigroup Com New (C) | 0.1 | $1.7M | +38% | 14k | 117.70 |
|
| Nextera Energy (NEE) | 0.1 | $1.6M | +14% | 20k | 81.12 |
|
| Honeywell International (HON) | 0.1 | $1.6M | -25% | 7.8k | 208.61 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.6M | 7.5k | 217.23 |
|
|
| Netflix (NFLX) | 0.1 | $1.6M | +956% | 18k | 89.41 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.6M | -6% | 5.0k | 324.19 |
|
| Altria (MO) | 0.1 | $1.6M | +3% | 28k | 58.54 |
|
| AmerisourceBergen (COR) | 0.1 | $1.6M | +45% | 4.7k | 342.16 |
|
| Capital One Financial (COF) | 0.1 | $1.5M | -6% | 6.6k | 233.20 |
|
| Norfolk Southern (NSC) | 0.1 | $1.5M | +13% | 5.3k | 288.75 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.1 | $1.5M | -5% | 32k | 45.93 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | -9% | 2.3k | 615.52 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $1.4M | 2.9k | 488.31 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.4M | +58% | 7.5k | 188.88 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.4M | 7.6k | 186.57 |
|
|
| Merck & Co (MRK) | 0.1 | $1.4M | +9% | 13k | 109.19 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.4M | +22% | 17k | 80.36 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | -3% | 7.7k | 179.41 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.4M | +19% | 8.2k | 166.25 |
|
| Deere & Company (DE) | 0.1 | $1.4M | 2.8k | 490.80 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.3M | -2% | 3.9k | 340.52 |
|
| Lowe's Companies (LOW) | 0.1 | $1.3M | +33% | 4.8k | 270.90 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $1.3M | -30% | 22k | 60.74 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | -16% | 6.0k | 217.73 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.3M | -4% | 4.5k | 286.48 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.3M | +3% | 6.1k | 208.73 |
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| Pfizer (PFE) | 0.1 | $1.2M | +15% | 49k | 25.27 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $1.2M | +61% | 24k | 50.39 |
|
| SLB Com Stk (SLB) | 0.1 | $1.2M | +34% | 27k | 45.15 |
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| Booking Holdings (BKNG) | 0.1 | $1.2M | 225.00 | 5393.11 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.2M | 6.6k | 175.54 |
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| Intuit (INTU) | 0.1 | $1.2M | +41% | 1.8k | 635.46 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.2M | +91% | 6.9k | 167.93 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $1.2M | 13k | 91.61 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.1M | +31% | 7.8k | 147.64 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.1M | 16k | 71.03 |
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| American Tower Reit (AMT) | 0.1 | $1.1M | +6% | 6.5k | 171.53 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.1M | -12% | 1.1k | 967.25 |
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| Rollins (ROL) | 0.1 | $1.1M | 18k | 61.01 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | -17% | 5.0k | 220.39 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | +93% | 7.4k | 145.36 |
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| Phillips 66 (PSX) | 0.1 | $1.1M | +5% | 7.6k | 138.85 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.1M | NEW | 12k | 85.26 |
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| Applied Materials (AMAT) | 0.1 | $1.0M | +3% | 3.4k | 307.21 |
|
| Axon Enterprise (AXON) | 0.1 | $1.0M | +3% | 1.6k | 631.73 |
|
| ExlService Holdings (EXLS) | 0.1 | $1.0M | -3% | 24k | 42.23 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.0M | +9% | 10k | 99.41 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | +19% | 18k | 55.77 |
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| ConocoPhillips (COP) | 0.1 | $989k | 10k | 95.50 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $976k | -5% | 18k | 54.92 |
|
| Kkr & Co (KKR) | 0.1 | $962k | +42% | 7.2k | 133.97 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $959k | 11k | 89.59 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $956k | 4.2k | 229.51 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $955k | -55% | 10k | 92.67 |
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| Progressive Corporation (PGR) | 0.1 | $945k | 4.4k | 216.50 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $943k | -2% | 736.00 | 1281.23 |
|
| Yum! Brands (YUM) | 0.1 | $941k | +77% | 6.0k | 156.91 |
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| Servicenow (NOW) | 0.1 | $939k | +350% | 6.6k | 142.64 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $934k | +91% | 2.5k | 381.19 |
|
| Plexus (PLXS) | 0.1 | $922k | -2% | 5.7k | 160.37 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $908k | +53% | 16k | 58.71 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $906k | NEW | 4.1k | 219.22 |
|
| Becton, Dickinson and (BDX) | 0.1 | $903k | +13% | 4.5k | 202.72 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $894k | +21% | 12k | 77.23 |
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| Monster Beverage Corp (MNST) | 0.1 | $893k | 12k | 77.50 |
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| Xcel Energy (XEL) | 0.1 | $891k | +19% | 12k | 74.00 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $891k | 28k | 31.62 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $890k | +22% | 6.1k | 145.11 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $873k | 5.6k | 156.79 |
|
|
| Globus Med Cl A (GMED) | 0.1 | $873k | -5% | 9.5k | 91.72 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $871k | +25% | 3.1k | 280.91 |
|
| Medtronic SHS (MDT) | 0.1 | $864k | +142% | 8.9k | 96.95 |
|
| American Express Company (AXP) | 0.1 | $863k | 2.4k | 359.56 |
|
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| Burlington Stores (BURL) | 0.1 | $853k | -2% | 2.8k | 301.92 |
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| Goldman Sachs (GS) | 0.1 | $832k | +66% | 876.00 | 949.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $831k | +25% | 1.3k | 626.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $818k | +6% | 2.6k | 320.62 |
|
| Stryker Corporation (SYK) | 0.1 | $810k | -14% | 2.2k | 361.37 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $792k | +32% | 10k | 78.55 |
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| Balchem Corporation (BCPC) | 0.1 | $791k | 5.0k | 159.21 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $781k | -7% | 8.0k | 98.27 |
|
| At&t (T) | 0.1 | $780k | -2% | 33k | 23.74 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $776k | 1.4k | 551.24 |
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| Tapestry (TPR) | 0.1 | $750k | +72% | 5.6k | 133.70 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $735k | -2% | 29k | 25.81 |
|
| Danaher Corporation (DHR) | 0.0 | $734k | +17% | 3.1k | 239.00 |
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| EOG Resources (EOG) | 0.0 | $731k | 6.9k | 105.45 |
|
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| Blackrock (BLK) | 0.0 | $728k | -21% | 668.00 | 1089.96 |
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| Biogen Idec (BIIB) | 0.0 | $727k | +39% | 3.9k | 185.63 |
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| Aaon Com Par $0.004 (AAON) | 0.0 | $726k | -9% | 8.5k | 85.37 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $723k | +2% | 5.4k | 133.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $721k | +46% | 13k | 56.29 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $721k | +21% | 13k | 57.18 |
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| Carrier Global Corporation (CARR) | 0.0 | $720k | -23% | 13k | 55.38 |
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| Marsh & McLennan Companies | 0.0 | $718k | +7% | 3.9k | 185.63 |
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| Verizon Communications (VZ) | 0.0 | $715k | -8% | 18k | 39.84 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $706k | +3% | 1.2k | 572.75 |
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| Construction Partners Com Cl A (ROAD) | 0.0 | $698k | +193% | 6.0k | 117.09 |
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| Constellation Energy (CEG) | 0.0 | $687k | +9% | 2.0k | 335.86 |
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| Tyler Technologies (TYL) | 0.0 | $674k | -28% | 1.5k | 446.46 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $668k | 5.6k | 119.51 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $668k | -2% | 2.6k | 261.50 |
|
| Nike CL B (NKE) | 0.0 | $666k | -18% | 10k | 65.64 |
|
| Cadence Design Systems (CDNS) | 0.0 | $652k | -2% | 2.0k | 325.51 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $648k | -12% | 14k | 47.81 |
|
| Masco Corporation (MAS) | 0.0 | $644k | -10% | 9.3k | 69.55 |
|
| Ge Vernova (GEV) | 0.0 | $637k | 996.00 | 639.77 |
|
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| Repligen Corporation (RGEN) | 0.0 | $635k | -27% | 3.8k | 168.40 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $630k | -10% | 3.3k | 189.09 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $627k | 1.9k | 331.77 |
|
|
| Cummins (CMI) | 0.0 | $619k | 1.1k | 562.18 |
|
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| MidWestOne Financial (MOFG) | 0.0 | $618k | NEW | 16k | 39.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $616k | -52% | 6.1k | 100.11 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $613k | -86% | 9.9k | 61.85 |
|
| O'reilly Automotive (ORLY) | 0.0 | $608k | +14% | 6.4k | 95.60 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $605k | -3% | 12k | 50.75 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $604k | +84% | 3.2k | 191.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $598k | +21% | 4.7k | 126.54 |
|
| Uber Technologies (UBER) | 0.0 | $590k | -18% | 7.0k | 84.67 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $586k | 2.9k | 202.42 |
|
|
| Spdr Series Trust State Street Spd (SHM) | 0.0 | $581k | -18% | 12k | 48.15 |
|
| Paypal Holdings (PYPL) | 0.0 | $580k | +9% | 10k | 57.29 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $574k | +49% | 11k | 51.87 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $562k | -13% | 1.7k | 327.65 |
|
| Amgen (AMGN) | 0.0 | $553k | -6% | 1.7k | 325.62 |
|
| Descartes Sys Grp (DSGX) | 0.0 | $540k | -11% | 6.1k | 88.62 |
|
| Entergy Corporation (ETR) | 0.0 | $537k | 5.7k | 93.50 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $530k | -13% | 2.2k | 241.53 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $529k | 19k | 28.50 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $521k | -38% | 7.5k | 69.22 |
|
| Fidelity National Information Services (FIS) | 0.0 | $520k | -16% | 7.8k | 66.24 |
|
| CSX Corporation (CSX) | 0.0 | $517k | -8% | 15k | 35.22 |
|
| Schneider National CL B (SNDR) | 0.0 | $512k | NEW | 18k | 28.76 |
|
| Healthequity (HQY) | 0.0 | $509k | +160% | 6.0k | 84.56 |
|
| Enterprise Products Partners (EPD) | 0.0 | $507k | +8% | 16k | 32.09 |
|
| Prologis (PLD) | 0.0 | $505k | +3% | 3.9k | 129.05 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $503k | -18% | 1.3k | 390.33 |
|
| Vulcan Materials Company (VMC) | 0.0 | $502k | +3% | 1.6k | 309.62 |
|
| BP Sponsored Adr (BP) | 0.0 | $502k | 15k | 34.41 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $499k | -48% | 7.0k | 70.96 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $493k | +7% | 4.4k | 111.39 |
|
| Zimmer Holdings (ZBH) | 0.0 | $492k | +52% | 5.4k | 91.45 |
|
| Copart (CPRT) | 0.0 | $481k | -38% | 12k | 39.92 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $481k | +3% | 4.0k | 120.64 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $475k | NEW | 4.7k | 100.12 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $474k | +7% | 230.00 | 2060.84 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $469k | NEW | 4.4k | 105.67 |
|
| Carlisle Companies (CSL) | 0.0 | $467k | +26% | 1.3k | 356.22 |
|
| Performance Food (PFGC) | 0.0 | $464k | 5.0k | 92.02 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $462k | -24% | 1.7k | 267.04 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $462k | -19% | 283.00 | 1631.31 |
|
| 3M Company (MMM) | 0.0 | $461k | +11% | 2.7k | 167.95 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $457k | 16k | 28.15 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $456k | 9.1k | 50.17 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $456k | +2% | 18k | 25.18 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $454k | +12% | 626.00 | 724.76 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $448k | +19% | 13k | 34.04 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $447k | -5% | 1.9k | 238.33 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $444k | 2.0k | 218.47 |
|
|
| Exponent (EXPO) | 0.0 | $443k | -42% | 6.0k | 74.36 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $442k | +22% | 1.6k | 274.61 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $442k | +3% | 5.8k | 76.66 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $436k | +4% | 965.00 | 451.29 |
|
| Linde SHS (LIN) | 0.0 | $432k | +5% | 973.00 | 443.63 |
|
| United Rentals (URI) | 0.0 | $423k | 446.00 | 948.49 |
|
|
| Roper Industries (ROP) | 0.0 | $423k | +20% | 978.00 | 432.34 |
|
| Onto Innovation (ONTO) | 0.0 | $423k | -28% | 2.2k | 191.03 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $422k | -48% | 15k | 29.06 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $419k | NEW | 15k | 27.47 |
|
| Waste Management (WM) | 0.0 | $418k | -17% | 1.9k | 218.57 |
|
| Cme (CME) | 0.0 | $418k | +19% | 1.6k | 264.98 |
|
| Intel Corporation (INTC) | 0.0 | $416k | -3% | 9.4k | 44.06 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $411k | +9% | 2.2k | 183.30 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $411k | 1.6k | 264.89 |
|
|
| Qualcomm (QCOM) | 0.0 | $409k | +13% | 2.4k | 169.27 |
|
| Chubb (CB) | 0.0 | $408k | +4% | 1.3k | 306.64 |
|
| Old Second Ban (OSBC) | 0.0 | $399k | 20k | 19.73 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $398k | 853.00 | 466.99 |
|
|
| Fiserv (FI) | 0.0 | $395k | -21% | 5.8k | 68.20 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $395k | -18% | 1.2k | 321.87 |
|
| Automatic Data Processing (ADP) | 0.0 | $393k | -14% | 1.5k | 262.80 |
|
| American Electric Power Company (AEP) | 0.0 | $390k | +9% | 3.3k | 116.56 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $390k | -6% | 1.1k | 357.63 |
|
| PNC Financial Services (PNC) | 0.0 | $388k | -31% | 1.8k | 215.78 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $386k | 11k | 35.01 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $382k | +131% | 9.0k | 42.58 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $380k | -21% | 3.3k | 116.69 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $378k | +2% | 6.5k | 57.94 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $376k | +32% | 3.9k | 95.72 |
|
| Paccar (PCAR) | 0.0 | $376k | +2% | 3.2k | 118.46 |
|
| MetLife (MET) | 0.0 | $371k | 4.7k | 78.31 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $370k | -3% | 6.8k | 54.39 |
|
| Southern Company (SO) | 0.0 | $370k | -19% | 4.3k | 86.75 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $362k | 550.00 | 658.65 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $361k | 5.5k | 66.20 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $361k | +20% | 7.1k | 50.62 |
|
| Aramark Hldgs (ARMK) | 0.0 | $361k | -3% | 9.3k | 38.77 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $359k | +29% | 3.9k | 93.24 |
|
| Watsco, Incorporated (WSO) | 0.0 | $358k | -37% | 951.00 | 376.26 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $357k | +6% | 6.1k | 58.30 |
|
| Church & Dwight (CHD) | 0.0 | $356k | -40% | 4.1k | 86.65 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $356k | -10% | 3.9k | 91.94 |
|
| Bio-techne Corporation (TECH) | 0.0 | $350k | -31% | 5.3k | 66.56 |
|
| Dover Corporation (DOV) | 0.0 | $350k | 1.7k | 203.44 |
|
|
| Carvana Cl A (CVNA) | 0.0 | $349k | +16% | 751.00 | 464.52 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $348k | 1.8k | 190.27 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $346k | +5% | 3.2k | 108.03 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $345k | 1.6k | 209.89 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $344k | +2% | 449.00 | 765.56 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $343k | 5.3k | 65.17 |
|
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $342k | -4% | 22k | 15.51 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $340k | -8% | 1.5k | 221.79 |
|
| Ameriprise Financial (AMP) | 0.0 | $339k | 665.00 | 510.16 |
|
|
| CoStar (CSGP) | 0.0 | $338k | -40% | 5.7k | 59.30 |
|
| ePlus (PLUS) | 0.0 | $337k | +13% | 3.8k | 88.56 |
|
| Novanta (NOVT) | 0.0 | $335k | -35% | 2.6k | 128.96 |
|
| Cigna Corp (CI) | 0.0 | $334k | -6% | 1.2k | 276.02 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $331k | -16% | 1.0k | 321.48 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $331k | 8.6k | 38.47 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $330k | +70% | 2.7k | 123.42 |
|
| FedEx Corporation (FDX) | 0.0 | $330k | 1.1k | 311.83 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $328k | 11k | 29.80 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $328k | -14% | 711.00 | 460.59 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $315k | NEW | 4.8k | 65.73 |
|
| Ecolab (ECL) | 0.0 | $315k | +2% | 1.2k | 271.01 |
|
| Kinder Morgan (KMI) | 0.0 | $313k | 12k | 26.92 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $313k | +8% | 2.5k | 126.57 |
|
| Gilead Sciences (GILD) | 0.0 | $312k | +9% | 2.5k | 122.60 |
|
| Pool Corporation (POOL) | 0.0 | $308k | -42% | 1.2k | 258.50 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $308k | -4% | 1.8k | 174.30 |
|
| L3harris Technologies (LHX) | 0.0 | $306k | NEW | 898.00 | 340.68 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $304k | +29% | 1.4k | 220.28 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $303k | 571.00 | 530.00 |
|
|
| Dominion Resources (D) | 0.0 | $302k | +9% | 5.2k | 58.39 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $302k | -4% | 1.6k | 187.97 |
|
| Fastenal Company (FAST) | 0.0 | $299k | -3% | 7.2k | 41.70 |
|
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $295k | 7.3k | 40.65 |
|
|
| Epam Systems (EPAM) | 0.0 | $294k | -43% | 1.4k | 211.82 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $294k | -18% | 6.4k | 45.96 |
|
| Target Corporation (TGT) | 0.0 | $293k | NEW | 2.8k | 106.14 |
|
| Steris Shs Usd (STE) | 0.0 | $293k | +20% | 1.1k | 260.77 |
|
| Amcor Ord | 0.0 | $292k | -14% | 34k | 8.61 |
|
| Verisk Analytics (VRSK) | 0.0 | $291k | -6% | 1.3k | 224.82 |
|
| Raymond James Financial (RJF) | 0.0 | $288k | 1.7k | 170.89 |
|
|
| Lithia Motors (LAD) | 0.0 | $287k | +22% | 867.00 | 331.17 |
|
| T Rowe Price Etf Ultra Shrt Trm (TBUX) | 0.0 | $285k | NEW | 5.7k | 49.88 |
|
| Murphy Usa (MUSA) | 0.0 | $285k | +11% | 646.00 | 441.33 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $282k | +29% | 1.3k | 223.02 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $280k | -14% | 702.00 | 398.25 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $278k | -30% | 1.9k | 146.96 |
|
| EQT Corporation (EQT) | 0.0 | $278k | 5.3k | 52.15 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $276k | -12% | 654.00 | 422.23 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $276k | -65% | 3.9k | 71.08 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $274k | NEW | 3.5k | 77.63 |
|
| Cooper Cos (COO) | 0.0 | $274k | +7% | 3.3k | 83.23 |
|
| Corning Incorporated (GLW) | 0.0 | $274k | -9% | 3.1k | 87.89 |
|
| SYSCO Corporation (SYY) | 0.0 | $269k | -25% | 3.6k | 74.33 |
|
| Allstate Corporation (ALL) | 0.0 | $269k | +9% | 1.3k | 208.74 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $267k | -5% | 5.6k | 47.54 |
|
| Manitowoc Com New (MTW) | 0.0 | $263k | 19k | 13.80 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $262k | -66% | 6.5k | 40.34 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $260k | -17% | 1.5k | 175.94 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $259k | +12% | 2.5k | 102.50 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $257k | +23% | 12k | 22.10 |
|
| Illinois Tool Works (ITW) | 0.0 | $257k | -4% | 1.0k | 254.58 |
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $256k | 3.3k | 77.60 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $256k | +3% | 3.6k | 71.66 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $255k | NEW | 11k | 23.19 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $254k | NEW | 1.7k | 151.81 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $253k | 613.00 | 412.40 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $251k | +10% | 4.5k | 55.30 |
|
| Metropcs Communications (TMUS) | 0.0 | $251k | -16% | 1.3k | 197.51 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $247k | +91% | 5.3k | 46.34 |
|
| Sprott Etf Trust Jr Gold Miners E (SGDJ) | 0.0 | $245k | 2.7k | 92.30 |
|
|
| Donaldson Company (DCI) | 0.0 | $244k | NEW | 2.5k | 96.00 |
|
| DNP Select Income Fund (DNP) | 0.0 | $243k | -6% | 24k | 10.02 |
|
| Edwards Lifesciences (EW) | 0.0 | $242k | +2% | 2.9k | 83.01 |
|
| ESCO Technologies (ESE) | 0.0 | $242k | +11% | 1.1k | 213.54 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $242k | 6.0k | 40.31 |
|
|
| Firstcash Holdings (FCFS) | 0.0 | $240k | -8% | 1.4k | 166.12 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $238k | NEW | 4.1k | 57.73 |
|
| WESCO International (WCC) | 0.0 | $237k | -32% | 865.00 | 273.58 |
|
| UniFirst Corporation (UNF) | 0.0 | $236k | NEW | 1.2k | 201.50 |
|
| Lattice Strategies Tr Hartford Discipl (HDUS) | 0.0 | $235k | +9% | 3.5k | 66.39 |
|
| Zions Bancorporation (ZION) | 0.0 | $235k | 4.0k | 59.36 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $234k | -2% | 14k | 17.15 |
|
| Assured Guaranty (AGO) | 0.0 | $233k | NEW | 2.6k | 89.00 |
|
| Kla Corp Com New (KLAC) | 0.0 | $233k | -25% | 163.00 | 1428.37 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $230k | NEW | 765.00 | 300.24 |
|
| Starbucks Corporation (SBUX) | 0.0 | $230k | -5% | 2.6k | 89.97 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $227k | +13% | 26k | 8.80 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $227k | -36% | 4.7k | 48.32 |
|
| Corecivic (CXW) | 0.0 | $227k | -4% | 11k | 20.18 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $227k | +6% | 360.00 | 629.32 |
|
| Hubspot (HUBS) | 0.0 | $226k | -41% | 601.00 | 375.96 |
|
| Bath & Body Works In (BBWI) | 0.0 | $226k | -11% | 10k | 22.57 |
|
| Ford Motor Company (F) | 0.0 | $226k | +5% | 16k | 14.03 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 0.0 | $225k | -79% | 4.8k | 46.49 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $225k | +2% | 3.1k | 72.57 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $225k | NEW | 2.6k | 86.49 |
|
| Host Hotels & Resorts (HST) | 0.0 | $222k | 12k | 18.34 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $219k | 880.00 | 248.84 |
|
|
| Humana (HUM) | 0.0 | $219k | NEW | 791.00 | 276.59 |
|
| McGrath Rent (MGRC) | 0.0 | $216k | -11% | 2.0k | 109.90 |
|
| Gartner (IT) | 0.0 | $216k | -2% | 891.00 | 242.30 |
|
| Aptar (ATR) | 0.0 | $214k | NEW | 1.7k | 125.13 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $213k | 1.5k | 143.86 |
|
|
| General Motors Company (GM) | 0.0 | $210k | NEW | 2.5k | 82.90 |
|
| Texas Roadhouse (TXRH) | 0.0 | $210k | NEW | 1.1k | 188.03 |
|
| Icon SHS (ICLR) | 0.0 | $209k | NEW | 1.2k | 180.15 |
|
| Wright Express (WEX) | 0.0 | $208k | -5% | 1.3k | 160.83 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $208k | NEW | 4.9k | 42.29 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $206k | +13% | 1.4k | 146.79 |
|
| T. Rowe Price (TROW) | 0.0 | $205k | 1.9k | 106.83 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $205k | 2.6k | 78.78 |
|
|
| S&p Global (SPGI) | 0.0 | $204k | NEW | 375.00 | 544.48 |
|
| Ventas (VTR) | 0.0 | $202k | NEW | 2.7k | 75.69 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $192k | 14k | 14.01 |
|
|
| Wabash National Corporation (WNC) | 0.0 | $165k | 15k | 10.73 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $163k | 14k | 11.38 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $141k | -20% | 11k | 12.91 |
|
| Certara Ord (CERT) | 0.0 | $123k | -57% | 13k | 9.39 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $102k | 16k | 6.58 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $69k | NEW | 13k | 5.47 |
|
| Gray Television (GTN) | 0.0 | $65k | 15k | 4.34 |
|
|
| Innventure (INV) | 0.0 | $62k | -7% | 14k | 4.34 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $43k | 10k | 4.28 |
|
|
| Akebia Therapeutics (AKBA) | 0.0 | $28k | 20k | 1.40 |
|
|
| Alight Com Cl A (ALIT) | 0.0 | $27k | +30% | 16k | 1.66 |
|
| Heron Therapeutics (HRTX) | 0.0 | $24k | 16k | 1.49 |
|
Past Filings by Nicolet Advisory Services
SEC 13F filings are viewable for Nicolet Advisory Services going back to 2019
- Nicolet Advisory Services 2025 Q4 filed Feb. 13, 2026
- Nicolet Advisory Services 2025 Q3 filed Nov. 13, 2025
- Nicolet Advisory Services 2025 Q2 filed Aug. 13, 2025
- Nicolet Advisory Services 2025 Q1 filed May 8, 2025
- Nicolet Advisory Services 2024 Q4 filed Feb. 12, 2025
- Nicolet Advisory Services 2024 Q3 filed Nov. 12, 2024
- Nicolet Advisory Services 2024 Q1 filed May 10, 2024
- Nicolet Advisory Services 2023 Q3 filed Nov. 7, 2023
- Nicolet Advisory Services 2023 Q2 filed Aug. 9, 2023
- Nicolet Advisory Services 2023 Q1 filed May 9, 2023
- Nicolet Advisory Services 2022 Q4 filed Feb. 9, 2023
- Nicolet Advisory Services 2022 Q3 filed Nov. 10, 2022
- Nicolet Advisory Services 2022 Q2 filed Aug. 8, 2022
- Nicolet Advisory Services 2022 Q1 filed May 10, 2022
- Nicolet Advisory Services 2021 Q4 filed Feb. 8, 2022
- Nicolet Advisory Services 2021 Q3 filed Nov. 16, 2021