Nicolet-Advisory-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
380
Total Value
1008083162
Accession Number
0001775863-25-000004
Form Type
13F-HR
Manager Name
Nicolet-Advisory-Services
Data Enrichment
89% identified
339 identified41 unidentified

Holdings

380 positions • $1.0B total value
Manager:
Search and click to pin securities to the top
Page 5 of 19
Salesforce, Inc.
Shares:5.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
FISERV INC
Shares:6.9K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
DEERE & CO
Shares:3.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
78464A805
Shares:21.9K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
NETFLIX INC
Shares:1.5K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
CHEVRON CORP
Shares:10.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
CISCO SYSTEMS, INC.
Shares:22.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.0B)
46641Q241
Shares:28.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.0B)
COPART INC
Shares:21.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
AXON ENTERPRISE, INC.
Shares:2.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
921910816
Shares:4.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
AMERICAN TOWER CORP /MA/
Shares:5.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
GENERAL DYNAMICS CORP
Shares:4.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
BANK OF AMERICA CORP /DE/
Shares:31.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
CATERPILLAR INC
Shares:3.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
922908538
Shares:4.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
KIMBERLY CLARK CORP
Shares:8.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
922908769
Shares:4.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
Mondelez International, Inc.
Shares:16.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
AT&T INC.
Shares:41.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)