NICOLET ADVISORY SERVICES, LLC
Q1 2025 13F Holdings
- Locationgreen bay, WI
- Num holdings
380
- Value ($000)
$1,008,083
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001775863
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $140.23M | 14 % | 2,978,491 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $113.75M | 11 % | 1,479,625 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $31.58M | 3 % | 61,230 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $30.94M | 3 % | 270,954 | ||
AAPL APPLE INC | COM | 037833100 | $30.30M | 3 % | 159,099 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $27.06M | 3 % | 557,911 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $25.66M | 3 % | 459,655 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $24.58M | 2 % | 511,212 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $23.92M | 2 % | 534,229 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $22.49M | 2 % | 93,855 |
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