CIK 1775863
NICOLET ADVISORY SERVICES, LLC
Institutional 13F holdings & portfolio
Holdings
421
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TJX | TJX COS INC NEW | 28K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 25K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 11K | $1M+ | SH |
| ORCL | ORACLE CORP | 18K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 7K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 89K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 16K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 35K | $1M+ | SH |
| CSCO | CISCO SYS INC | 44K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 63K | $1M+ | SH |
| RTX | RTX CORPORATION | 15K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 74K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 58K | $1M+ | SH |
| ASB | ASSOCIATED BANC CORP | 100K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 25K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| IVW | ISHARES TR | 20K | $1M+ | SH |
| BX | BLACKSTONE INC | 16K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 12K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| DIS | DISNEY WALT CO | 19K | $1M+ | SH |
| IWP | ISHARES TR | 15K | $1M+ | SH |
| GLIX | LAZARD ACTIVE ETF TR | 85K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 7K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 7K | $1M+ | SH |
| SCZ | ISHARES TR | 25K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 34K | $1M+ | SH |
| CRM | SALESFORCE INC | 7K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 5K | $1M+ | SH |
| IWO | ISHARES TR | 5K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 4K | $1M+ | SH |
| C | CITIGROUP INC | 14K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 20K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 8K | $1M+ | SH |
| IVE | ISHARES TR | 8K | $1M+ | SH |
| NFLX | NETFLIX INC | 18K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 28K | $1M+ | SH |
| COR | CENCORA INC | 5K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 7K | $1M+ | SH |