NICOLET ADVISORY SERVICES, LLC Q3 2023 Filing
Filed November 7, 2023
Portfolio Value
$902.8B
Holdings
315
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (315 positions)
| Stock | Value |
|---|---|
SPYVSPDR SER TR | $138K |
SPYGSPDR SER TR | $113K |
BNDVANGUARD BD INDEX FDS | $54K |
ITOTISHARES TR | $29K |
AAPLAPPLE INC | $27K |
VEAVANGUARD TAX-MANAGED FDS | $25K |
VTEBVANGUARD MUN BD FDS | $23K |
VOVANGUARD INDEX FDS | $22K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18K |
PGPROCTER AND GAMBLE CO | $17K |
BFCBANK FIRST CORP | $17K |
MUBISHARES TR | $14K |
VGLTVANGUARD SCOTTSDALE FDS | $12K |
AMJEURJPMORGAN CHASE & CO | $12K |
MSFTMICROSOFT CORP | $12K |
VGSHVANGUARD SCOTTSDALE FDS | $10K |
WECWEC ENERGY GROUP INC | $10K |
VUGVANGUARD INDEX FDS | $9K |
JPMJPMORGAN CHASE & CO | $9K |
VTVVANGUARD INDEX FDS | $9K |
AMLPALPS ETF TR | $8K |
AVREAMERICAN CENTY ETF TR | $8K |
IVVISHARES TR | $8K |
VOOVANGUARD INDEX FDS | $8K |
VBVANGUARD INDEX FDS | $7K |
AMZNAMAZON COM INC | $6K |
SUBISHARES TR | $6K |
PEPPEPSICO INC | $6K |
IEMGISHARES INC | $6K |
HYGISHARES TR | $5K |
BBHYJ P MORGAN EXCHANGE TRADED F | $5K |
GOOGLALPHABET INC | $5K |
KOCOCA COLA CO | $4K |
XOMEXXON MOBIL CORP | $4K |
JNKSPDR SER TR | $4K |
SPYSPDR S&P 500 ETF TR | $4K |
HDHOME DEPOT INC | $4K |
DFACDIMENSIONAL ETF TRUST | $4K |
IGFISHARES TR | $4K |
OSKOSHKOSH CORP | $4K |
WFCWELLS FARGO CO NEW | $3K |
ABTABBOTT LABS | $3K |
SPDWSPDR INDEX SHS FDS | $3K |
GUNRFLEXSHARES TR | $3K |
BBAGJ P MORGAN EXCHANGE TRADED F | $3K |
SPABSPDR SER TR | $3K |
METAMETA PLATFORMS INC | $3K |
NVDANVIDIA CORPORATION | $3K |
WMTWALMART INC | $2K |
ASBASSOCIATED BANC CORP | $2K |
GOOGALPHABET INC | $2K |
JNJJOHNSON & JOHNSON | $2K |
TSLATESLA INC | $2K |
SPTMSPDR SER TR | $2K |
SHMSPDR SER TR | $2K |
SPMDSPDR SER TR | $2K |
VIGVANGUARD SPECIALIZED FUNDS | $2K |
TJXTJX COS INC NEW | $2K |
UNHUNITEDHEALTH GROUP INC | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $1K |
MPCMARATHON PETE CORP | $1K |
VVISA INC | $1K |
PFEPFIZER INC | $1K |
MAMASTERCARD INCORPORATED | $1K |
MGKVANGUARD WORLD FD | $1K |
VWOVANGUARD INTL EQUITY INDEX F | $1K |
ABBVABBVIE INC | $1K |
ORCLORACLE CORP | $1K |
HUMHUMANA INC | $1K |
BSVVANGUARD BD INDEX FDS | $1K |
MRKMERCK & CO INC | $1K |
HONHONEYWELL INTL INC | $1K |
MCDMCDONALDS CORP | $1K |
ETNEATON CORP PLC | $1K |
KMBKIMBERLY-CLARK CORP | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
DEDEERE & CO | $1K |
NKENIKE INC | $1K |
MDLZMONDELEZ INTL INC | $1K |
GIISPDR INDEX SHS FDS | $1K |
CVSCVS HEALTH CORP | $1K |
LLYELI LILLY & CO | $1K |
TRVTRAVELERS COMPANIES INC | $1K |
IWFISHARES TR | $1K |
SLBSCHLUMBERGER LTD | $1K |
CRMSALESFORCE INC | $1K |
FISFIDELITY NATL INFORMATION SV | $1K |
BABOEING CO | $1K |
SJNKSPDR SER TR | $1K |
IBMINTERNATIONAL BUSINESS MACHS | $1K |
SCZISHARES TR | $1K |
BXBLACKSTONE INC | $1K |
CMCSACOMCAST CORP NEW | $1K |
DISDISNEY WALT CO | $1K |
VOTVANGUARD INDEX FDS | $1K |
CVXCHEVRON CORP NEW | $1K |
VNQVANGUARD INDEX FDS | $1K |
COSTCOSTCO WHSL CORP NEW | $1K |
EPAMEPAM SYS INC | $0 |
ACGLARCH CAP GROUP LTD | $0 |
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