NICOLET ADVISORY SERVICES, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Green Bay, WI
CIK
0001775863
Alternate names
David Loasby
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 369 1,059,275 SPYV, SPYG, ITOT, AAPL 13F-HR 11/12/2024 000177586324000013
Q2 2024 354 1,043,730 SPYV, SPYG, ITOT, AAPL 13F-HR 8/14/2024 000177586324000011
Q1 2024 343 984,573 SPYV, SPYG, BND, ITOT 13F-HR 5/9/2024 000177586324000006
Q4 2023 320 929,894 SPYV, SPYG, BND, ITOT 13F-HR 2/13/2024 000177586324000002
Q3 2023 315 902,797 SPYV, SPYG, BND, ITOT 13F-HR 11/7/2023 000177586323000009
Q2 2023 309 911,316 SPYV, SPYG, BND, ITOT 13F-HR 8/9/2023 000177586323000007
Q1 2023 285 867,851 SPYV, SPYG, BND, ITOT 13F-HR 5/9/2023 000177586323000005
Q4 2022 241 756,524 SPYV, SPYG, BND, ITOT 13F-HR 2/9/2023 000177586323000002
Q3 2022 193 613,058 SPYV, SPYG, BND, ITOT 13F-HR 11/10/2022 000177586322000012
Q2 2022 186 673,550 SPYV, SPYG, BND, VEA 13F-HR 8/8/2022 000177586322000009
Q1 2022 201 766,025 SPYV, SPYG, BND, VEA 13F-HR 5/10/2022 000177586322000007
Q4 2021 208 813,338 SPYG, SPYV, BND, VEA 13F-HR 2/8/2022 000177586322000005
Q3 2021 207 788,232 SPYG, SPYV, BND, VEA 13F-HR 11/16/2021 000177586321000019
Q2 2021 194 766,734 SPYG, SPYV, BND, VEA 13F-HR 8/11/2021 000177586321000014
Q1 2021 180 712,840 SPYV, SPYG, BND, VEA 13F-HR 5/3/2021 000177586321000006
Q4 2020 178 713,250 SPYG, SPYV, BND, VEA 13F-HR 2/9/2021 000177586321000002
Q3 2020 179 643,576 SPYG, SPYV, BND, VEA 13F-HR 10/27/2020 000177586320000003
Q2 2020 208 650,842 SPYG, SPYV, BND, VEA 13F-HR 8/14/2020 000162828020012669
Q1 2020 198 567,726 SPYV, SPYG, BND, SPAB 13F-HR 4/21/2020 000122107320000059
Q4 2019 170 636,461 SPYG, SPYV, SPAB, SPDW 13F-HR 1/23/2020 000122107320000010
Q3 2019 165 659,211 SPYG, SPYV, SPAB, SPSB 13F-HR 10/22/2019 000122107319000104
Q2 2019 161 654,940 SPYG, SPAB, SPYV, SPSB 13F-HR 7/26/2019 000122107319000085
Q1 2019 151 589,300 SPYG, SPYV, SPAB, SPSB 13F-HR 5/10/2019 000122107319000060