Fund HoldingsNICOLET ADVISORY SERVICES, LLC

Total Portfolio Value
$902.80M
Total Bought
$39.11M
Total Sold
$27.66M
Net Transaction
+$11.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WELLS FARGO CO NEW(WFC)099,640+99,64003,8830.43%+3,883
BERKSHIRE HATHAWAY INC DEL48,86053,855+4,99516,68418,5092.05%+1,826
ALPHABET INC(GOOG)33,63140,131+6,5004,0395,4270.60%+1,388
ISHARES TR0144,918+144,918014,7601.63%+14,760
JPMORGAN CHASE & CO522,541547,156+24,61511,95112,9951.44%+1,044
NVIDIA CORPORATION(NVDA)5,9637,229+1,2662,5113,1840.35%+673
ALPHABET INC(GOOG)19,01521,276+2,2612,2992,8990.32%+600
VANGUARD MUN BD FDS460,282493,548+33,26622,96323,5572.61%+594
ALPS ETF TR
ALERIAN MLP
204,996212,633+7,6378,0368,6100.95%+574
ISHARES TR18,45620,372+1,9168,1568,6900.96%+534
META PLATFORMS INC(META)9,27110,371+1,1002,7073,1690.35%+462
SPDR S&P 500 ETF TR(SPY)10,12811,557+1,4294,4534,9080.54%+455
AMAZON COM INC(AMZN)46,78150,571+3,7906,0056,4230.71%+418
OSHKOSH CORP(OSK)43,11244,312+1,2003,6844,0850.45%+400
COSTCO WHSL CORP NEW(COST)2,1662,735+5691,1641,5640.17%+400
MASTERCARD INCORPORATED(MA)3,9414,882+9411,5491,9220.21%+373
EXXON MOBIL CORP036,451+36,45104,0640.45%+4,064
BLACKSTONE INC(BX)010,435+10,43501,0880.12%+1,088
UNITEDHEALTH GROUP INC(UNH)05,820+5,82002,9720.33%+2,972
ELI LILLY & CO(LLY)2,5382,856+3181,1761,5180.17%+342
CHEVRON CORP NEW(CVX)07,739+7,73901,2620.14%+1,262
SALESFORCE INC(CRM)05,256+5,25601,0610.12%+1,061
JPMORGAN CHASE & CO(JPM)61,86263,772+1,9108,8599,1421.01%+282
ALLIANT ENERGY CORP(LNT)012,268+12,26805830.06%+583
BATH & BODY WORKS INC08,123+8,12302650.03%+265
EATON CORP PLC(ETN)8,2188,980+7621,6251,8800.21%+255
SHERWIN WILLIAMS CO(SHW)0992+99202540.03%+254
CVS HEALTH CORP(CVS)016,910+16,91001,1660.13%+1,166
TJX COS INC NEW(TJX)25,38126,921+1,5402,1182,3700.26%+252
AMERICAN CENTY ETF TR210,908244,065+33,1578,6788,9280.99%+250
HOME DEPOT INC(HD)15,12816,476+1,3484,5694,8180.53%+249
SCHLUMBERGER LTD(SLB)017,968+17,96801,0030.11%+1,003
NEW FORTRESS ENERGY INC08,488+8,48802390.03%+239
SPDR SER TR
ST STR P500GRW
1,872,9541,914,822+41,868113,258113,49112.57%+234
EXPONENT INC(EXPO)02,672+2,67202290.03%+229
INTERNATIONAL BUSINESS MACHS(IBM)8,8869,914+1,0281,1741,3990.15%+224
RBC BEARINGS INC(RBC)0949+94902240.02%+224
NORTHROP GRUMMAN CORP(NOC)0524+52402210.02%+221
MARATHON PETE CORP(MPC)07,444+7,44401,0560.12%+1,056
ADOBE INC(ADBE)1,2801,596+3166168270.09%+211
AMPHENOL CORP NEW02,517+2,51702100.02%+210
LINDE PLC(LIN)0554+55402100.02%+210
CHUBB LIMITED
COM
01,004+1,00402090.02%+209
ECOLAB INC(ECL)01,229+1,22902080.02%+208
EPAM SYS INC(EPAM)0857+85702070.02%+207
BRISTOL-MYERS SQUIBB CO(BMY)012,657+12,65707180.08%+718
ABBVIE INC(ABBV)09,901+9,90101,4620.16%+1,462
VERTEX PHARMACEUTICALS INC(VRTX)0572+57202020.02%+202
GLOBAL PMTS INC(GPN)01,787+1,78702020.02%+202
CADENCE DESIGN SYSTEM INC(CDNS)0858+85802020.02%+202
CHURCH & DWIGHT CO INC(CHD)02,180+2,18002010.02%+201
COMCAST CORP NEW(CCZ)24,11327,202+3,0899941,1820.13%+189
CDW CORP(CDW)03,880+3,88007970.09%+797
GSK PLC(GSK)014,034+14,03405060.06%+506
CONOCOPHILLIPS(COP)07,418+7,41808410.09%+841
GENERAL DYNAMICS CORP(GD)03,593+3,59307880.09%+788
CHIPOTLE MEXICAN GRILL INC(CMG)0366+36606800.08%+680
NIKE INC(NKE)011,148+11,14801,0690.12%+1,069
PHILLIPS 66(PSX)07,514+7,51408300.09%+830
HUMANA INC(HUM)02,509+2,50901,2190.14%+1,219
AMGEN INC(AMGN)02,805+2,80507450.08%+745
INTERCONTINENTAL EXCHANGE IN(ICE)06,148+6,14806700.07%+670
MARSH & MCLENNAN COS INC(MRSH)02,235+2,23504270.05%+427
BOOKING HOLDINGS INC(BKNG)0272+27208290.09%+829
CISCO SYS INC(CSCO)018,275+18,27509770.11%+977
MONDELEZ INTL INC(MDLZ)19,59822,624+3,0261,4281,5540.17%+125
ANALOG DEVICES INC(ADI)03,954+3,95406870.08%+687
BECTON DICKINSON & CO(BDX)1,7882,228+4404635790.06%+116
PALO ALTO NETWORKS INC(PANW)01,954+1,95404620.05%+462
EOG RES INC(EOG)04,483+4,48305350.06%+535
CENCORA INC1,9902,705+7153824940.05%+112
PROGRESSIVE CORP(PGR)04,009+4,00905700.06%+570
AMERICAN TOWER CORP NEW(AMT)05,341+5,34108420.09%+842
BIOGEN INC(BIIB)01,930+1,93004960.05%+496
MASCO CORP(MAS)12,55015,126+2,5766937910.09%+98
WALMART INC(WMT)13,73113,984+2532,1572,2510.25%+94
HALLIBURTON CO(HAL)08,464+8,46403240.04%+324
MICRON TECHNOLOGY INC(MU)13,82813,774-548479380.10%+91
ISHARES TR04,634+4,63401,2380.14%+1,238
ENTERPRISE PRODS PARTNERS L(EPD)013,123+13,12303540.04%+354
CATERPILLAR INC(CAT)3,2743,280+67888690.10%+81
CARRIER GLOBAL CORPORATION(CARR)09,210+9,21005030.06%+503
GRAINGER W W INC(GWW)0827+82705780.06%+578
DUPONT DE NEMOURS INC(DD)04,338+4,33803200.04%+320
TRUIST FINL CORP(TFC)013,781+13,78103740.04%+374
INTEL CORP(INTC)014,686+14,68605280.06%+528
DISNEY WALT CO(DIS)013,552+13,55201,0750.12%+1,075
CME GROUP INC(CME)01,509+1,50903070.03%+307
ARCH CAP GROUP LTD
ORD
04,568+4,56803680.04%+368
AXON ENTERPRISE INC(AXON)01,821+1,82103540.04%+354
COPART INC(CPRT)010,280+10,28004500.05%+450
AUTOMATIC DATA PROCESSING IN01,960+1,96004780.05%+478
NORFOLK SOUTHN CORP(NSC)2,7203,517+7976186790.08%+60
MICROSOFT CORP(MSFT)36,94839,717+2,76912,60912,6681.40%+59
ZIMMER BIOMET HOLDINGS INC(ZBH)04,422+4,42204850.05%+485
BANCO SANTANDER S.A.(SAN)015,285+15,2850560.01%+56
FREEPORT-MCMORAN INC(FCX)012,044+12,04404320.05%+432
SCHWAB CHARLES CORP(SCHW)11,98814,132+2,1446717270.08%+56
ACCENTURE PLC IRELAND
SHS CLASS A
01,736+1,73605370.06%+537
BP PLC(BP)016,465+16,46505980.07%+598
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