• 13F History

NICOLET ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$1.09B
Signature - Title
Joshua M. Hufford - VP WEALTH MANAGEMENT COMPLIANCE OFFICER
Location
Green Bay, WI
Summary
This page shows a list of all the recent 13F filings made by NICOLET ADVISORY SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NICOLET ADVISORY SERVICES, LLC reported 380 stock holdings with total value $1.09B as of Q4 2024. Top holdings included SPYV, SPYG, ITOT, AAPL, and VTEB.
Holdings Value