StockDriftsStockDriftsTop 50 Nicolet Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 19.91% | 3.61M | $295.3M | +10918.69%(+3.58M) | $79.14(+4.09%) | 2025-12-31 | |
| SPYV | SPDR SERIES TRUST | 4.74% | 1.21M | $70.3M | -61.86%(-1.96M) | $33.32(+75.32%) | 2025-12-31 | |
| SPYG | SPDR SERIES TRUST | 4.27% | 585.1K | $63.4M | -61.97%(-953.38K) | $44.34(+146.65%) | 2025-12-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.12% | 754.9K | $61.1M | +54.49%(+266.26K) | $66.80(+31.49%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.54% | 201.6K | $52.5M | +5.87%(+11.19K) | $143.13(+86.15%) | 2025-12-31 | |
| ITOT | ISHARES TR | 3.16% | 308.0K | $46.8M | +14.28%(+38.47K) | $83.72(+83.01%) | 2025-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.15% | 720.5K | $46.8M | +27.83%(+156.86K) | $46.30(+48.37%) | 2025-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.37% | 695.3K | $35.2M | +23.86%(+133.94K) | $49.55(+1.44%) | 2025-12-31 | |
| VO | VANGUARD INDEX FDS | 2.18% | 107.9K | $32.3M | +16.07%(+14.94K) | $187.92(+60.65%) | 2025-12-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.95% | 58.1K | $29.0M | +0.04%(+23) | $319.19(+48.53%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.25% | +87.24% |
| Top 20 Holdings Unweighted | +29.68% | +118.06% |
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