NICOLET ADVISORY SERVICES, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    green bay, WI
  • CIK
    0001775863
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

380

$1.09B
SPYV, KRE, ITOT, AAPL
13F-HR
Feb 12, 2025
000177586325000002

369

$1.06B
SPYV, KRE, ITOT, AAPL
13F-HR
Nov 12, 2024
000177586324000013

354

$1.04B
SPYV, KRE, ITOT, AAPL
13F-HR
Aug 14, 2024
000177586324000011

343

$984.57M
SPYV, KRE, BND, ITOT
13F-HR
May 10, 2024
000177586324000006

320

$929.89M
SPYV, KRE, BND, ITOT
13F-HR
Feb 13, 2024
000177586324000002

315

$902.80M
SPYV, KRE, BND, ITOT
13F-HR
Nov 7, 2023
000177586323000009

309

$911.32M
SPYV, KRE, BND, ITOT
13F-HR
Aug 9, 2023
000177586323000007

285

$867.85M
SPYV, KRE, BND, ITOT
13F-HR
May 9, 2023
000177586323000005

241

$756.52M
SPYV, KRE, BND, ITOT
13F-HR
Feb 9, 2023
000177586323000002

193

$613.06M
SPYV, KRE, BND, ITOT
13F-HR
Nov 10, 2022
000177586322000012

186

$673.55M
SPYV, KRE, BND, VEA
13F-HR
Aug 8, 2022
000177586322000009

201

$766.02M
SPYV, KRE, BND, VEA
13F-HR
May 10, 2022
000177586322000007

208

$813.34M
KRE, SPYV, BND, VEA
13F-HR
Feb 8, 2022
000177586322000005

207

$788.23M
KRE, SPYV, BND, VEA
13F-HR
Nov 16, 2021
000177586321000019

194

$766.73M
KRE, SPYV, BND, VEA
13F-HR
Aug 11, 2021
000177586321000014

180

$712.84M
SPYV, KRE, BND, VEA
13F-HR
May 3, 2021
000177586321000006

178

$713.25M
KRE, SPYV, BND, VEA
13F-HR
Feb 9, 2021
000177586321000002

179

$643.58M
KRE, SPYV, BND, VEA
13F-HR
Oct 27, 2020
000177586320000003

208

$650.84M
KRE, SPYV, BND, VEA
13F-HR
Aug 14, 2020
000162828020012669

198

$567.73M
SPYV, KRE, BND, KRE
13F-HR
Apr 21, 2020
000122107320000059

170

$636.46M
KRE, SPYV, KRE, SPDW
13F-HR
Jan 23, 2020
000122107320000010

165

$659.21M
KRE, SPYV, KRE, SPSB
13F-HR
Oct 22, 2019
000122107319000104

161

$654.94M
KRE, KRE, SPYV, SPSB
13F-HR
Jul 26, 2019
000122107319000085

151

$589.30M
KRE, SPYV, KRE, SPSB
13F-HR
May 10, 2019
000122107319000060
Nicolet Advisory Services, Llc 13F Filings