NICOLET ADVISORY SERVICES, LLC - Portfolio overview

NICOLET ADVISORY SERVICES, LLC has 449 reported holdings in this dataset, with the latest filing dated 2026-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 19.74%
2. SPYV - SPDR SERIES TRUST, 4.70%
3. SPYG - SPDR SERIES TRUST, 4.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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