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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 $929,894,647
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 3,098,780 $144,527,111 15.54%
2.
Spdr Series Trust
 1,760,642 $111,237,357 11.96%
3.
Vanguard Bond Index Funds
 BND 742,406 $54,010,034 5.8%
4.
Ishares Trust
 IEF 292,853 $30,257,585 3.25%
5.
Apple Inc.
 AAPL 151,627 $27,471,692 2.95%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)