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Home > Institutional Investor > Nicolet Advisory Services, Llc > Profile

Instuitional Investor - Nicolet Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Nicolet Advisory Services, Llc
Portfolio Value $1,008,083,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,978,491 $140,227,344 13.91%
2.
Spdr Series Trust
 1,479,625 $113,753,585 11.28%
3.
Berkshire Hathaway Inc
 BRK.A 61,230 $31,583,046 3.13%
4.
Ishares Trust
 IEF 270,954 $30,942,921 3.07%
5.
Apple Inc.
 AAPL 159,099 $30,295,638 3.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)