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American Financial shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of American Financial (AFG) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in American Financial

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All positions including American Financial held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Financial by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $212k 1.6k 129.86

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Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Real Estate Etf (AVRE)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nicolet Advisory Services

Top funds holding American Financial

Vanguard Group
BlackRock
FMR
Victory Capital Management
State Street Corporation
Charles Schwab Investment Management
American Financial Group Inc Retirement & Savings Plan/
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Alliancebernstein
Invesco
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group

View all funds holding American Financial