Notify me when Nicolet Advisory Services, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 415 | $1.29B | +$53.4M | -$16.3M | +$37.1M | SPYV, SPYG, AAPL, ITOT, AVEM | 13F-HR | 11/13/2025, 02:30 PM |
| Q2 2025 | 407 | $1.18B | +$63.8M | -$29.4M | +$34.4M | SPYV, SPYG, ITOT, AVEM, AAPL | 13F-HR | 8/13/2025, 03:30 PM |
| Q1 2025 | 380 | $1.01B | +$36.2M | -$50.2M | -$14M | SPYV, SPYG, BRKB, ITOT, AAPL | 13F-HR | 5/8/2025, 01:17 PM |
| Q4 2024 | 380 | $1.09B | +$65.7M | -$33.5M | +$32.2M | SPYV, SPYG, ITOT, AAPL, VTEB | 13F-HR | 2/12/2025, 05:11 PM |
| Q3 2024 | 369 | $1.06B | +$29.4M | -$40M | -$10.6M | SPYV, SPYG, ITOT, AAPL, VTEB | 13F-HR | 11/12/2024, 11:57 AM |
| Q2 2024 | 354 | $1.04B | +$93.1M | -$67.2M | +$25.8M | SPYV, SPYG, ITOT, AAPL, VEA | 13F-HR | 8/14/2024, 10:29 AM |
| Q1 2024 | 343 | $985M | +$31.6M | -$40.9M | -$9.25M | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 5/9/2024, 05:31 PM |
| Q4 2023 | 320 | $930M | +$52.2M | -$110M | -$57.4M | SPYV, SPYG, BND, ITOT, AAPL | 13F-HR | 2/13/2024, 01:58 PM |
| Q3 2023 | 315 | $903M | +$43.3M | -$16.5M | +$26.8M | SPYV, SPYG, BND, ITOT, AAPL | 13F-HR | 11/7/2023, 10:35 AM |
| Q2 2023 | 309 | $911M | +$71.6M | -$60.5M | +$11.1M | SPYV, SPYG, BND, ITOT, AAPL | 13F-HR | 8/9/2023, 11:56 AM |
| Q1 2023 | 285 | $868M | +$118M | -$16.6M | +$101M | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 5/9/2023, 04:14 PM |
| Q4 2022 | 241 | $756M | +$92.6M | -$9.99M | +$82.6M | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 2/9/2023, 11:51 AM |
| Q3 2022 | 193 | $613M | +$37.9M | -$49.6M | -$11.7M | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 11/10/2022, 01:09 PM |
| Q2 2022 | 186 | $674M | +$36.2M | -$44M | -$7.84M | SPYV, SPYG, BND, VEA, ITOT | 13F-HR | 8/8/2022, 03:02 PM |
| Q1 2022 | 201 | $766M | +$24M | -$30.1M | -$6.12M | SPYV, SPYG, BND, VEA, ITOT | 13F-HR | 5/10/2022, 09:36 AM |
| Q4 2021 | 208 | $813M | +$12.7M | -$34.9M | -$22.2M | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 2/8/2022, 03:05 PM |
| Q3 2021 | 201 | $788M | +$33.2M | -$6.38M | +$26.8M | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 11/16/2021, 08:58 AM |
| Q2 2021 | 188 | $767M | +$26.9M | -$11.8M | +$15.1M | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 8/11/2021, 04:05 PM |
| Q1 2021 | 175 | $713M | +$13.2M | -$40.5M | -$27.3M | SPYV, SPYG, BND, VEA, ITOT | 13F-HR | 5/3/2021, 05:10 PM |
| Q4 2020 | 173 | $713M | +$30.1M | -$22.9M | +$7.21M | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 2/9/2021, 02:02 PM |
| Q3 2020 | 173 | $643M | +$32.7M | -$65.3M | -$32.6M | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 10/27/2020, 12:22 PM |
| Q2 2020 | 206 | $651M | +$115M | -$112M | +$3.84M | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 8/14/2020, 12:58 PM |
| Q1 2020 | 196 | $568M | +$116M | -$76.3M | +$39.5M | SPYV, SPYG, BND, SPAB, VEA | 13F-HR | 4/21/2020, 04:30 PM |
| Q4 2019 | 170 | $636M | +$53.6M | -$108M | -$54.6M | SPYG, SPYV, SPAB, SPDW, SPSB | 13F-HR | 1/23/2020, 05:23 PM |
| Q3 2019 | 165 | $659M | +$51.5M | -$50.4M | +$1.11M | SPYG, SPYV, SPAB, SPSB, SPDW | 13F-HR | 10/22/2019, 04:24 PM |
| Q2 2019 | 161 | $655M | +$69M | -$15.5M | +$53.5M | SPYG, SPAB, SPYV, SPSB, SPDW | 13F-HR | 7/26/2019, 04:28 PM |
| Q1 2019 | 151 | $589M | $0 | $0 | SPYG, SPYV, SPAB, SPSB, SPDW | 13F-HR | 5/10/2019, 06:07 AM |