Notify me when NICOLET ADVISORY SERVICES, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 415 | $1,285,315,071 | +$53,407,956 | -$16,300,336 | +$37,107,620 | SPYV, SPYG, AAPL, ITOT, AVEM | 13F-HR | 13 Nov 2025, 14:30 |
| Q2 2025 | 407 | $1,175,358,296 | +$63,835,621 | -$29,389,813 | +$34,445,808 | SPYV, SPYG, ITOT, AVEM, AAPL | 13F-HR | 13 Aug 2025, 15:30 |
| Q1 2025 | 380 | $1,008,083,162 | +$36,193,030 | -$50,161,668 | -$13,968,638 | SPYV, SPYG, BRKB, ITOT, AAPL | 13F-HR | 08 May 2025, 13:17 |
| Q4 2024 | 380 | $1,088,313,550 | +$65,679,356 | -$33,486,065 | +$32,193,291 | SPYV, SPYG, ITOT, AAPL, VTEB | 13F-HR | 12 Feb 2025, 17:11 |
| Q3 2024 | 369 | $1,058,909,851 | +$29,411,502 | -$40,006,210 | -$10,594,708 | SPYV, SPYG, ITOT, AAPL, VTEB | 13F-HR | 12 Nov 2024, 11:57 |
| Q2 2024 | 354 | $1,041,424,771 | +$93,069,478 | -$67,237,208 | +$25,832,270 | SPYV, SPYG, ITOT, AAPL, VEA | 13F-HR | 14 Aug 2024, 10:29 |
| Q1 2024 | 343 | $984,573,915 | +$31,618,461 | -$40,871,066 | -$9,252,605 | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 09 May 2024, 17:31 |
| Q4 2023 | 320 | $929,891,830 | +$52,188,794 | -$109,570,356 | -$57,381,562 | SPYV, SPYG, BND, ITOT, AAPL | 13F-HR | 13 Feb 2024, 13:58 |
| Q3 2023 | 315 | $902,797,724 | +$43,306,140 | -$16,527,630 | +$26,778,510 | SPYV, SPYG, BND, ITOT, AAPL | 13F-HR | 07 Nov 2023, 10:35 |
| Q2 2023 | 309 | $911,098,100 | +$71,614,678 | -$60,505,377 | +$11,109,301 | SPYV, SPYG, BND, ITOT, AAPL | 13F-HR | 09 Aug 2023, 11:56 |
| Q1 2023 | 285 | $867,851,219 | +$117,721,312 | -$16,577,004 | +$101,144,308 | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 09 May 2023, 16:14 |
| Q4 2022 | 241 | $756,055,483 | +$92,624,390 | -$9,992,004 | +$82,632,386 | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 09 Feb 2023, 11:51 |
| Q3 2022 | 193 | $612,845,000 | +$37,904,766 | -$49,613,462 | -$11,708,696 | SPYV, SPYG, BND, ITOT, VEA | 13F-HR | 10 Nov 2022, 13:09 |
| Q2 2022 | 186 | $673,550,000 | +$36,165,700 | -$44,001,405 | -$7,835,705 | SPYV, SPYG, BND, VEA, ITOT | 13F-HR | 08 Aug 2022, 15:02 |
| Q1 2022 | 201 | $766,014,000 | +$23,990,012 | -$30,112,621 | -$6,122,609 | SPYV, SPYG, BND, VEA, ITOT | 13F-HR | 10 May 2022, 09:36 |
| Q4 2021 | 208 | $813,338,000 | +$12,717,653 | -$34,908,624 | -$22,190,971 | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 08 Feb 2022, 15:05 |
| Q3 2021 | 201 | $788,171,000 | +$33,189,669 | -$6,382,799 | +$26,806,870 | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 16 Nov 2021, 08:58 |
| Q2 2021 | 188 | $766,669,000 | +$26,927,658 | -$11,805,629 | +$15,122,029 | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 11 Aug 2021, 16:05 |
| Q1 2021 | 175 | $712,831,000 | +$13,163,950 | -$40,509,807 | -$27,345,857 | SPYV, SPYG, BND, VEA, ITOT | 13F-HR | 03 May 2021, 17:10 |
| Q4 2020 | 173 | $713,236,000 | +$30,092,273 | -$22,881,102 | +$7,211,171 | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 09 Feb 2021, 14:02 |
| Q3 2020 | 173 | $643,475,000 | +$32,714,590 | -$65,319,958 | -$32,605,368 | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 27 Oct 2020, 12:22 |
| Q2 2020 | 206 | $650,834,000 | +$115,455,939 | -$111,619,813 | +$3,836,126 | SPYG, SPYV, BND, VEA, ITOT | 13F-HR | 14 Aug 2020, 12:58 |
| Q1 2020 | 196 | $567,725,000 | +$115,854,832 | -$76,337,342 | +$39,517,490 | SPYV, SPYG, BND, SPAB, VEA | 13F-HR | 21 Apr 2020, 16:30 |
| Q4 2019 | 170 | $636,461,000 | +$53,617,619 | -$108,225,647 | -$54,608,028 | SPYG, SPYV, SPAB, SPDW, SPSB | 13F-HR | 23 Jan 2020, 17:23 |
| Q3 2019 | 165 | $659,211,000 | +$51,515,397 | -$50,402,212 | +$1,113,185 | SPYG, SPYV, SPAB, SPSB, SPDW | 13F-HR | 22 Oct 2019, 16:24 |
| Q2 2019 | 161 | $654,940,000 | +$69,023,783 | -$15,509,550 | +$53,514,233 | SPYG, SPAB, SPYV, SPSB, SPDW | 13F-HR | 26 Jul 2019, 16:28 |
| Q1 2019 | 151 | $589,300,000 | $0 | $0 | $0 | SPYG, SPYV, SPAB, SPSB, SPDW | 13F-HR | 10 May 2019, 06:07 |