Fund HoldingsNICOLET ADVISORY SERVICES, LLC

Total Portfolio Value
$1.01B
Total Bought
$59.56M
Total Sold
$100.26M
Net Transaction
-$40.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL061,230+61,230031,5833.13%+31,583
WEC ENERGY GROUP INC(WEC)123,560128,526+4,96611,54213,5611.35%+2,019
TRAVELERS COMPANIES INC07,405+7,40501,8150.18%+1,815
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
165,149191,260+26,1119,59411,2081.11%+1,614
RTX CORPORATION012,079+12,07901,5350.15%+1,535
SPDR SER TR
ST STR NUVEE ETF
034,590+34,59001,5200.15%+1,520
COCA COLA CO(KO)092,098+92,09806,5170.65%+6,517
ISHARES TR012,997+12,99709400.09%+940
PROCTER AND GAMBLE CO(PG)130,303131,332+1,02920,66121,4812.13%+820
ABBOTT LABS035,160+35,16004,3770.43%+4,377
MONSTER BEVERAGE CORP NEW(MNST)011,417+11,41706600.07%+660
AMERICAN CENTY ETF TR434,232459,655+25,42325,01225,6632.55%+651
AMERICAN CENTY ETF TR0304,330+304,330012,2521.22%+12,252
PHILIP MORRIS INTL INC(PM)013,733+13,73302,0760.21%+2,076
CVS HEALTH CORP(CVS)012,341+12,34108510.08%+851
BANK FIRST CORP(BFC)72,69972,827+1286,8137,2350.72%+421
JOHNSON & JOHNSON(JNJ)013,214+13,21401,9650.19%+1,965
PROGRESSIVE CORP(PGR)05,610+5,61001,5330.15%+1,533
AMERICAN TOWER CORP NEW(AMT)05,832+5,83201,2150.12%+1,215
ISHARES TR06,661+6,66103660.04%+366
PEPSICO INC(PEP)042,990+42,99006,1970.61%+6,197
ISHARES TR08,061+8,06103400.03%+340
HUBSPOT INC(HUBS)0628+62803260.03%+326
ALLIANT ENERGY CORP(LNT)05,062+5,06203050.03%+305
VANGUARD MUN BD FDS0557,911+557,911027,0592.68%+27,059
ISHARES TR068,201+68,20107,1670.71%+7,167
SPDR S&P MIDCAP 400 ETF TR(MDY)4,5155,794+1,2792,5542,8430.28%+289
SPROTT PHYSICAL GOLD TR(PHYS)011,580+11,58002820.03%+282
MONDELEZ INTL INC(MDLZ)016,488+16,48801,0880.11%+1,088
SPOTIFY TECHNOLOGY S A(SPOT)0502+50202780.03%+278
BIOGEN INC(BIIB)02,408+2,40802730.03%+273
3M CO(MMM)02,012+2,01202680.03%+268
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
05,000+5,00002670.03%+267
MASTERCARD INCORPORATED(MA)04,874+4,87402,4340.24%+2,434
ISHARES TR07,128+7,12802600.03%+260
VERIZON COMMUNICATIONS INC(VZ)018,748+18,74808050.08%+805
CARRIER GLOBAL CORPORATION(CARR)014,401+14,40108500.08%+850
ISHARES TR01,788+1,78802430.02%+243
FIRSTCASH HOLDINGS INC(FCFS)01,940+1,94002320.02%+232
TRANSDIGM GROUP INC(TDG)0177+17702300.02%+230
TARGET CORP02,461+2,46102280.02%+228
LINCOLN ELEC HLDGS INC(LECO)01,281+1,28102270.02%+227
EXPEDITORS INTL WASH INC(EXPD)02,088+2,08802260.02%+226
ELEVANCE HEALTH INC(ELV)0512+51202230.02%+223
CROWN CASTLE INC(CCI)02,331+2,33102220.02%+222
SPORTRADAR GROUP AG(SRAD)09,813+9,81302160.02%+216
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,424+1,42402150.02%+215
UNILEVER PLC(UL)03,535+3,53502120.02%+212
AMERICAN HEALTHCARE REIT INC(AHR)07,243+7,24302100.02%+210
BANK NEW YORK MELLON CORP02,723+2,72302090.02%+209
MOLINA HEALTHCARE INC(MOH)0600+60002060.02%+206
INTEL CORP(INTC)010,338+10,33802060.02%+206
ISHARES TR5,4878,109+2,6226979010.09%+204
STERIS PLC(STE)0940+94002040.02%+204
EURONET WORLDWIDE INC(EEFT)02,200+2,20002040.02%+204
KROGER CO(KR)02,995+2,99502030.02%+203
OTIS WORLDWIDE CORP(OTIS)02,152+2,15202030.02%+203
MARKETAXESS HLDGS INC(MKTX)0964+96402030.02%+203
ISHARES TR01,651+1,65102020.02%+202
ENTERGY CORP NEW(ETR)05,614+5,61404510.04%+451
SPDR SER TR
ST STR P500ETF
12,40716,820+4,4138471,0380.10%+190
DUKE ENERGY CORP NEW(DUK)04,081+4,08104770.05%+477
COPART INC(CPRT)021,111+21,11101,2380.12%+1,238
ALTRIA GROUP INC(MO)016,475+16,47509290.09%+929
VISA INC(V)5,6695,915+2461,7441,9200.19%+176
BECTON DICKINSON & CO(BDX)03,083+3,08306140.06%+614
AT&T INC(T)040,985+40,98501,0820.11%+1,082
ISHARES TR5,2147,268+2,0546668380.08%+172
COSTCO WHSL CORP NEW(COST)3,5223,598+763,3003,4700.34%+170
ISHARES TR034,213+34,21301,0000.10%+1,000
NETFLIX INC(NFLX)1,4681,515+471,2301,3960.14%+166
CENCORA INC03,001+3,00108380.08%+838
ISHARES TR2,1493,277+1,1286127720.08%+160
VERTEX PHARMACEUTICALS INC(VRTX)0937+93704460.04%+446
ISHARES TR
CORE MSCI EAFE
09,699+9,69906940.07%+694
MCDONALDS CORP(MCD)07,611+7,61102,3350.23%+2,335
KIMBERLY-CLARK CORP(KMB)08,030+8,03001,1040.11%+1,104
COSTAR GROUP INC(CSGP)08,573+8,57306470.06%+647
UBER TECHNOLOGIES INC(UBER)08,067+8,06705720.06%+572
YUM BRANDS INC(YUM)03,560+3,56005180.05%+518
ROLLINS INC(ROL)16,80416,933+1297749160.09%+142
KINSALE CAP GROUP INC(KNSL)01,593+1,59307620.08%+762
THE CIGNA GROUP(CI)01,180+1,18003860.04%+386
RBC BEARINGS INC(RBC)02,784+2,78409050.09%+905
WABASH NATL CORP011,912+11,91201200.01%+120
ELI LILLY & CO(LLY)03,814+3,81402,7490.27%+2,749
RYAN SPECIALTY HOLDINGS INC(RYAN)011,439+11,43908230.08%+823
GENERAL DYNAMICS CORP(GD)04,457+4,45701,2110.12%+1,211
STARBUCKS CORP(SBUX)04,453+4,45303770.04%+377
DEERE & CO(DE)03,153+3,15301,4010.14%+1,401
CERTARA INC(CERT)024,890+24,89002620.03%+262
ISHARES TR4,3415,172+8311,3871,4880.15%+101
ISHARES TR1,0291,782+7532233240.03%+101
GALLAGHER ARTHUR J & CO(AJG)01,331+1,33104340.04%+434
GSK PLC(GSK)014,284+14,28404800.05%+480
UNION PAC CORP(UNP)03,421+3,42107500.07%+750
ZIMMER BIOMET HOLDINGS INC(ZBH)03,435+3,43503510.03%+351
XCEL ENERGY INC(XEL)08,140+8,14005570.06%+557
ISHARES TR3,9304,803+8731,5651,6520.16%+87
VANGUARD WORLD FD
CONSUM STP ETF
02,473+2,47305290.05%+529
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