NICOLET ADVISORY SERVICES, LLC Q1 2024 Filing
Filed May 10, 2024
Portfolio Value
$984.6B
Holdings
343
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (343 positions)
| Stock | Value |
|---|---|
SPYVSPDR SER TR | $149K |
SPYGSPDR SER TR | $120K |
BNDVANGUARD BD INDEX FDS | $53K |
ITOTISHARES TR | $33K |
VEAVANGUARD TAX-MANAGED FDS | $27K |
VTEBVANGUARD MUN BD FDS | $26K |
AAPLAPPLE INC | $25K |
VOVANGUARD INDEX FDS | $24K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23K |
MSFTMICROSOFT CORP | $18K |
PGPROCTER AND GAMBLE CO | $17K |
BFCBANK FIRST CORP | $17K |
YLDPRINCIPAL EXCHANGE TRADED FD | $14K |
AMJEURJPMORGAN CHASE & CO | $13K |
TLHISHARES TR | $13K |
MUBISHARES TR | $12K |
JPMJPMORGAN CHASE & CO | $12K |
AVREAMERICAN CENTY ETF TR | $11K |
VOOVANGUARD INDEX FDS | $11K |
IVVISHARES TR | $10K |
WECWEC ENERGY GROUP INC | $9K |
AMLPALPS ETF TR | $8K |
VBVANGUARD INDEX FDS | $8K |
AMZNAMAZON COM INC | $8K |
VTVVANGUARD INDEX FDS | $7K |
VGSHVANGUARD SCOTTSDALE FDS | $7K |
VUGVANGUARD INDEX FDS | $7K |
PEPPEPSICO INC | $6K |
IEMGISHARES INC | $6K |
SUBISHARES TR | $6K |
NVDANVIDIA CORPORATION | $6K |
GOOGLALPHABET INC | $6K |
SPYSPDR S&P 500 ETF TR | $6K |
KOCOCA COLA CO | $5K |
OSKOSHKOSH CORP | $5K |
METAMETA PLATFORMS INC | $5K |
HDHOME DEPOT INC | $5K |
DFACDIMENSIONAL ETF TRUST | $4K |
IGFISHARES TR | $4K |
XOMEXXON MOBIL CORP | $4K |
GUNRFLEXSHARES TR | $3K |
VGITVANGUARD SCOTTSDALE FDS | $3K |
ABTABBOTT LABS | $3K |
SPDWSPDR INDEX SHS FDS | $3K |
GOOGALPHABET INC | $2K |
ETNEATON CORP PLC | $2K |
SPABSPDR SER TR | $2K |
LLYELI LILLY & CO | $2K |
WMTWALMART INC | $2K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
MAMASTERCARD INCORPORATED | $2K |
SPMDSPDR SER TR | $2K |
SPTMSPDR SER TR | $2K |
TJXTJX COS INC NEW | $2K |
UNHUNITEDHEALTH GROUP INC | $2K |
ORCLORACLE CORP | $2K |
VIGVANGUARD SPECIALIZED FUNDS | $2K |
BBAGJ P MORGAN EXCHANGE TRADED F | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $1K |
HONHONEYWELL INTL INC | $1K |
MPCMARATHON PETE CORP | $1K |
TRVTRAVELERS COMPANIES INC | $1K |
MRKMERCK & CO INC | $1K |
SHMSPDR SER TR | $1K |
MCDMCDONALDS CORP | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
IBMINTERNATIONAL BUSINESS MACHS | $1K |
TSLATESLA INC | $1K |
NEENEXTERA ENERGY INC | $1K |
ABBVABBVIE INC | $1K |
CRMSALESFORCE INC | $1K |
MGKVANGUARD WORLD FD | $1K |
MDLZMONDELEZ INTL INC | $1K |
GIISPDR INDEX SHS FDS | $1K |
DEDEERE & CO | $1K |
WFCWELLS FARGO CO NEW | $1K |
SCZISHARES TR | $1K |
BXBLACKSTONE INC | $1K |
CATCATERPILLAR INC | $1K |
DISDISNEY WALT CO | $1K |
BABOEING CO | $1K |
VOTVANGUARD INDEX FDS | $1K |
JNJJOHNSON & JOHNSON | $1K |
ASBASSOCIATED BANC CORP | $1K |
PSXPHILLIPS 66 | $1K |
VVISA INC | $1K |
CMCSACOMCAST CORP NEW | $1K |
GDGENERAL DYNAMICS CORP | $1K |
CVXCHEVRON CORP NEW | $1K |
MUMICRON TECHNOLOGY INC | $1K |
VNQVANGUARD INDEX FDS | $1K |
COSTCOSTCO WHSL CORP NEW | $1K |
MASMASCO CORP | $1K |
AQLTISHARES TR | $0 |
TYLTYLER TECHNOLOGIES INC | $0 |
CBCHUBB LIMITED | $0 |
TAT&T INC | $0 |
CMECME GROUP INC | $0 |
KMXCARMAX INC | $0 |
EFAISHARES TR | $0 |
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