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Sittner & Nelson

Latest statistics and disclosures from Sittner & Nelson's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BRK.B, MSFT, NVDA, MINT, and represent 36.48% of Sittner & Nelson's stock portfolio.
Added to shares of these 10 stocks: MINT, COST, MINO, CGIE, CGIC, VXUS, KVUE, TCAF, AMAT, KNF.
Started 9 new stock positions in BMNR, SNY, ACHV, IBRX, TEM, CRWV, MSTR, NB, CHPT.
Reduced shares in these 10 stocks: INTC, DFAC, NVDA, BRK.B, DFAI, MSFT, PFE, AAPL, OAKM, PG.
Sold out of its positions in ANSS, APO, AVB, BDX, BIPC, BEPC, CBRE, KMX, Chargepoint Holdings Inc Com Cl A, CBSH.
Sittner & Nelson was a net buyer of stock by $5.3M.
Sittner & Nelson has $275M in assets under management (AUM), dropping by 10.68%.
Central Index Key (CIK): 0001846138

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Portfolio Holdings for Sittner & Nelson

Sittner & Nelson holds 484 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	15.6	$43M		168k	254.63	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	10.4	$29M		57k	502.74	View chart
Microsoft Corporation (MSFT)	3.9	$11M		21k	517.96	View chart
NVIDIA Corporation (NVDA)	3.3	$9.2M	-3%	49k	186.58	View chart
Pimco Etf Tr Enhanced Short Mat Active Etf Enhan Shrt Ma Ac (MINT)	3.3	$9.1M	+53%	90k	100.69	View chart
Capital Group Divid Value Etf Shs Creation Uni (CGDV)	2.4	$6.6M		157k	42.03	View chart
Costco Wholesale Corporation (COST)	2.4	$6.5M	+62%	7.0k	925.69	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	2.2	$6.0M		8.00	754200.00	View chart
AeroVironment (AVAV)	2.0	$5.5M		18k	314.89	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	2.0	$5.5M		23k	243.55	View chart
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)	1.8	$4.9M		20k	243.10	View chart
JPMorgan Chase & Co. (JPM)	1.6	$4.5M		14k	315.44	View chart
Stryker Corporation (SYK)	1.6	$4.4M		12k	369.68	View chart
Chevron Corporation (CVX)	1.6	$4.3M		28k	155.29	View chart
Starbucks Corporation (SBUX)	1.5	$4.1M		49k	84.60	View chart
Amazon (AMZN)	1.3	$3.6M		17k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)	1.3	$3.6M		5.4k	666.19	View chart
Fastenal Company (FAST)	1.2	$3.3M		68k	49.04	View chart
Capital Group Core Equity Etf Shs Creation Uni (CGUS)	1.1	$3.1M		80k	39.54	View chart
Johnson & Johnson (JNJ)	0.9	$2.5M		14k	185.42	View chart
Capital Group Intl Focus Equity Etf Shs Creation Uni (CGXU)	0.9	$2.5M		83k	29.62	View chart
Greenbrier Companies (GBX)	0.9	$2.4M		51k	46.17	View chart
T Rowe Price Exchange-traded Fds Inc Small-mid Cap Etf Small Mid Cap (TMSL)	0.8	$2.3M	+4%	66k	35.17	View chart
Tesla Motors (TSLA)	0.8	$2.1M		4.7k	444.72	View chart
Amgen (AMGN)	0.7	$2.1M		7.3k	282.20	View chart
Nike Inc Cl B CL B (NKE)	0.7	$2.0M	-3%	29k	69.73	View chart
Emerson Electric (EMR)	0.7	$2.0M		15k	131.18	View chart
Edwards Lifesciences (EW)	0.7	$2.0M		25k	77.77	View chart
Linde Plc New Shs Isin#ie000s9ys762 SHS (LIN)	0.7	$1.8M		3.8k	475.03	View chart
Vanguard Index Fds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.7	$1.8M	+5%	2.9k	612.38	View chart
Pimco Etf Tr Short Term Mun Bd Active Etf Shtrm Mun Bd Act (SMMU)	0.6	$1.8M	-2%	35k	50.57	View chart
Pimco Etf Tr Mun Income Opportunities Active Exchange Traded Muni Income Opp (MINO)	0.6	$1.7M	+56%	37k	45.31	View chart
Trimble Navigation (TRMB)	0.6	$1.6M		20k	81.65	View chart
Timken Company (TKR)	0.6	$1.6M		22k	75.18	View chart
Meta Platforms Inc Cl A Cl A (META)	0.6	$1.6M		2.2k	734.45	View chart
Caterpillar (CAT)	0.6	$1.5M		3.2k	477.11	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.5M		13k	112.75	View chart
Procter & Gamble Company (PG)	0.5	$1.4M	-7%	9.4k	153.64	View chart
Harbor Etf Tr Harbor Long-term Growers Etf Long Term Grower (WINN)	0.5	$1.4M	+3%	44k	31.16	View chart
Weyerhaeuser Com New (WY)	0.5	$1.3M	-6%	54k	24.79	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.5	$1.3M		2.1k	600.38	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$1.2M	+4%	28k	43.92	View chart
Asml Hldg N V N Y Registry Shs New 2012 Isin#usn070592100 N Y Registry Shs (ASML)	0.4	$1.2M		1.3k	968.09	View chart
Vanguard Admiral Fds Inc S&p Midcap 400 Index Fd Etf Midcp 400 Idx (IVOO)	0.4	$1.2M		11k	110.38	View chart
Wells Fargo & Company (WFC)	0.4	$1.2M		14k	83.82	View chart
Us Bancorp Del Com New (USB)	0.4	$1.1M		23k	48.33	View chart
T Rowe Price Exchange-traded Fds Inc Blue Chip Growth Etf Price Blue Chip (TCHP)	0.4	$1.1M	-2%	23k	48.88	View chart
Novartis Sponsored Adr (NVS)	0.4	$1.1M		8.4k	128.24	View chart
Capital Group Global Growth Equity Etf Shs Creation Uni (CGGO)	0.4	$1.0M		30k	34.17	View chart
Walt Disney Company (DIS)	0.4	$1.0M		8.8k	114.50	View chart
T Rowe Price Exchange-traded Fds Inc Cap Appreciation Equity Etf Cap Appreciation (TCAF)	0.4	$969k	+14%	26k	37.70	View chart
Pfizer (PFE)	0.4	$967k	-15%	38k	25.48	View chart
Columbia Banking System (COLB)	0.4	$966k		38k	25.74	View chart
Gilead Sciences (GILD)	0.3	$925k		8.3k	111.00	View chart
Davis Fundamental Etf Tr Select Finl Etf Select Finl (DFNL)	0.3	$915k		20k	45.22	View chart
Home Depot (HD)	0.3	$896k		2.2k	405.13	View chart
Bristol Myers Squibb (BMY)	0.3	$869k	+12%	19k	45.10	View chart
Astrazeneca Plc Sponsored Adr Isin#us0463531089 Sponsored Adr (AZN)	0.3	$861k		11k	76.72	View chart
International Business Machines (IBM)	0.3	$859k	-5%	3.0k	282.20	View chart
Bank of America Corporation (BAC)	0.3	$856k		17k	51.59	View chart
Eli Lilly & Co. (LLY)	0.3	$803k		1.1k	762.96	View chart
Timkensteel (MTUS)	0.3	$797k		48k	16.53	View chart
Boeing Company (BA)	0.3	$764k		3.5k	215.83	View chart
Capital Group Intl Equity Etf SHS (CGIE)	0.3	$740k	+104%	22k	33.72	View chart
Vanguard Star Fds Vanguard Total Intl Stock Index Fd Etf Vg Tl Intl Stk F (VXUS)	0.3	$701k	+25%	9.5k	73.46	View chart
Verizon Communications (VZ)	0.3	$700k	+6%	16k	43.95	View chart
Snowflake Cl A (SNOW)	0.3	$692k		3.1k	225.55	View chart
Medtronic Plc Shs Isin#ie00btn1y115 SHS (MDT)	0.3	$691k		7.3k	95.23	View chart
Coca-Cola Company (KO)	0.2	$671k		10k	66.32	View chart
Wal-Mart Stores (WMT)	0.2	$636k		6.2k	103.06	View chart
Raytheon Technologies Corp (RTX)	0.2	$595k		3.6k	167.33	View chart
3M Company (MMM)	0.2	$586k		3.8k	155.17	View chart
Oracle Corporation (ORCL)	0.2	$579k		2.1k	281.23	View chart
Merck & Co (MRK)	0.2	$558k		6.6k	83.93	View chart
Enterprise Products Partners (EPD)	0.2	$538k	-2%	17k	31.27	View chart
Illumina (ILMN)	0.2	$529k		5.6k	94.97	View chart
Altria (MO)	0.2	$506k		7.7k	66.06	View chart
McDonald's Corporation (MCD)	0.2	$506k		1.7k	303.87	View chart
Agilent Technologies Inc C ommon (A)	0.2	$503k	-3%	3.9k	128.35	View chart
Kinder Morgan (KMI)	0.2	$498k		18k	28.31	View chart
T Rowe Price Exchange-traded Fds Inc Intl Equity Etf International Eq (TOUS)	0.2	$493k		15k	33.62	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.2	$483k	+31%	1.5k	328.17	View chart
Sherwin-Williams Company (SHW)	0.2	$479k	-2%	1.4k	346.17	View chart
Philip Morris International (PM)	0.2	$471k		2.9k	162.17	View chart
Lam Resh Corp Com New (LRCX)	0.2	$471k	-2%	3.5k	133.90	View chart
Vanguard World Fds Vanguard Energy Etf Energy Etf (VDE)	0.2	$470k		3.7k	125.86	View chart
At&t (T)	0.2	$456k		16k	28.24	View chart
United Parcel Svc Inc Cl B CL B (UPS)	0.2	$452k	+14%	5.4k	83.53	View chart
Netflix (NFLX)	0.2	$444k		370.00	1198.92	View chart
American Express Company (AXP)	0.2	$441k		1.3k	332.08	View chart
Visa Inc Com Cl A Com Cl A (V)	0.2	$431k		1.3k	341.38	View chart
Micron Technology (MU)	0.2	$430k	-5%	2.6k	167.35	View chart
Cisco Systems (CSCO)	0.2	$429k		6.3k	68.42	View chart
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us7802593050 Spon Ads (SHEL)	0.2	$429k	-3%	6.0k	71.53	View chart
Knife Riv Corp Common Stock (KNF)	0.2	$426k	+37%	5.5k	76.87	View chart
T. Rowe Price (TROW)	0.2	$419k	+14%	4.1k	102.65	View chart
British Amern Tob Plc Sponsored Adr Isin#us1104481072 Sponsored Adr (BTI)	0.1	$411k		7.8k	53.08	View chart
Intuitive Surgical Com New (ISRG)	0.1	$407k		911.00	447.23	View chart
General Elec Com New (GE)	0.1	$396k		1.3k	300.82	View chart
TriCo Bancshares (TCBK)	0.1	$386k	-10%	8.7k	44.41	View chart
Applied Materials (AMAT)	0.1	$384k	+46%	1.9k	204.78	View chart
Advanced Micro Devices (AMD)	0.1	$383k		2.4k	161.79	View chart
PPG Industries (PPG)	0.1	$379k		3.6k	105.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$378k		3.1k	123.74	View chart
Dutch Bros Inc Cl A Cl A (BROS)	0.1	$370k	+10%	7.1k	52.34	View chart
Crown Castle Intl (CCI)	0.1	$365k		3.8k	96.48	View chart
Axalta Coating Sys (AXTA)	0.1	$364k		13k	28.62	View chart
ConocoPhillips (COP)	0.1	$349k		3.7k	94.59	View chart
GSK Sponsored Adr (GSK)	0.1	$348k		8.1k	43.16	View chart
Mercury General Corporation (MCY)	0.1	$337k		4.0k	84.78	View chart
Capital Group Intl Core Equity Etf SHS (CGIC)	0.1	$331k	+250%	11k	30.81	View chart
CSX Corporation (CSX)	0.1	$329k		9.3k	35.51	View chart
Crispr Therapeutics Ag Namen-akt Isin# Ch0334081137 Namen Akt (CRSP)	0.1	$327k		5.1k	64.81	View chart
Union Pacific Corporation (UNP)	0.1	$325k		1.4k	236.37	View chart
Fidelity Covington Tr Enhanced Large Cap Value Etf Enhanced Large (FELV)	0.1	$322k		9.6k	33.53	View chart
Alliancebernstein Hldg L P Unit Ltd Partnership Interests Unit Ltd Partn (AB)	0.1	$310k		8.1k	38.22	View chart
Southern Company (SO)	0.1	$309k		3.3k	94.77	View chart
Nextera Energy (NEE)	0.1	$282k	-5%	3.7k	75.49	View chart
Novo Nordisk A.s. Adr Formerly Novo Industrie A.s. Adr Same Cusip Adr (NVO)	0.1	$282k		5.1k	55.49	View chart
Energy Transfer L P Com Unit Ltd Partnership Com Ut Ltd Ptn (ET)	0.1	$276k		16k	17.16	View chart
Abbvie (ABBV)	0.1	$270k		1.2k	231.51	View chart
Consolidated Edison (ED)	0.1	$261k		2.6k	100.52	View chart
Dimensional Etf Tr U S Equity Mkt Etf Us Equity Etf (DFUS)	0.1	$255k		3.5k	72.44	View chart
Sunoco Lp Com Unit Repstg Ltd Partnership Int Com Ut Rep Lp (SUN)	0.1	$250k		5.0k	50.01	View chart
Mplx Lp Com Unit Repstg Ltd Partner Int Com Unit Rep Ltd (MPLX)	0.1	$250k		5.0k	49.95	View chart
Kraft Heinz (KHC)	0.1	$249k	+72%	9.6k	26.04	View chart
Zimmer Holdings (ZBH)	0.1	$247k	-2%	2.5k	98.49	View chart
Spdr Ser Tr State Street Spdr S&p Aerospace & Defense Etf Aerospace Def (XAR)	0.1	$244k		1.0k	234.96	View chart
Electronic Arts (EA)	0.1	$244k		1.2k	201.76	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.1	$244k		829.00	293.74	View chart
Simon Property (SPG)	0.1	$243k		1.3k	187.67	View chart
Intel Corporation (INTC)	0.1	$242k	-69%	7.2k	33.55	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$241k		615.00	391.64	View chart
Ishares Tr Core S&p Total U S Stk Mkt Etf Core S&p Ttl Stk (ITOT)	0.1	$240k		1.6k	145.65	View chart
UnitedHealth (UNH)	0.1	$236k	+7%	682.00	345.55	View chart
Lockheed Martin Corporation (LMT)	0.1	$235k		472.00	498.68	View chart
Capital Group Global Equity Etf SHS (CGGE)	0.1	$228k	+7%	7.4k	30.79	View chart
Fair Isaac Corporation (FICO)	0.1	$225k		150.00	1496.53	View chart
Seagate Technology Hldgs Pb Ltd Co Isin#ie00bkvd2n49 Ord Shs (STX)	0.1	$224k		950.00	236.06	View chart
Shopify Inc Cl A Isin#ca82509l1076 Cl A (SHOP)	0.1	$221k		1.5k	148.61	View chart
Carrier Global Corporation (CARR)	0.1	$214k		3.6k	59.70	View chart
Keysight Technologies (KEYS)	0.1	$214k		1.2k	174.92	View chart
Unilever Plc Spon Adr New Isin#us9047677045 Spon Adr New (UL)	0.1	$213k		3.6k	59.29	View chart
salesforce (CRM)	0.1	$211k	+9%	892.00	236.89	View chart
Mueller Industries (MLI)	0.1	$207k		2.1k	101.11	View chart
Deere & Company (DE)	0.1	$204k		446.00	457.11	View chart
Ge Vernova (GEV)	0.1	$199k		324.00	614.90	View chart
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.1	$197k		3.0k	65.25	View chart
Garmin Ltd Shs Isin#ch0114405324 SHS (GRMN)	0.1	$197k		800.00	246.36	View chart
Dolby Laboratories Inc Cl A Com Cl A (DLB)	0.1	$196k		2.7k	72.37	View chart
Pepsi (PEP)	0.1	$190k	-3%	1.4k	140.47	View chart
FedEx Corporation (FDX)	0.1	$189k	-11%	802.00	235.81	View chart
Ingredion Incorporated (INGR)	0.1	$189k		1.5k	122.11	View chart
Automatic Data Processing (ADP)	0.1	$183k		625.00	293.50	View chart
Prudential Financial (PRU)	0.1	$182k		1.8k	103.76	View chart
Cardinal Health (CAH)	0.1	$181k		1.2k	156.96	View chart
Edison International (EIX)	0.1	$168k	-29%	3.0k	55.28	View chart
First Eagle Overseas Equity Etf First Eagle Over (FEOE)	0.1	$168k	+81%	3.6k	46.12	View chart
Medical Properties Trust (MPW)	0.1	$167k		33k	5.07	View chart
Citigroup Com New (C)	0.1	$166k		1.6k	101.50	View chart
Kenvue (KVUE)	0.1	$166k	+410%	10k	16.23	View chart
Dimensional Etf Tr Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.1	$165k		3.7k	44.69	View chart
Goldman Sachs (GS)	0.1	$165k		207.00	797.71	View chart
Nxp Semiconductors N V (NXPI)	0.1	$165k	+71%	724.00	227.73	View chart
Natera (NTRA)	0.1	$161k		1.0k	160.97	View chart
Canadian Natural Resources (CNQ)	0.1	$161k		5.0k	31.96	View chart
Dimensional Etf Tr Intl Core Etf Intl Core Eqt Mk (DFAI)	0.1	$160k	-57%	4.4k	36.35	View chart
Royce Value Trust (RVT)	0.1	$160k		9.9k	16.13	View chart
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)	0.1	$159k		331.00	479.61	View chart
Phillips 66 (PSX)	0.1	$157k		1.2k	136.07	View chart
Capital Group New Geography Equity Etf SHS (CGNG)	0.1	$153k	+281%	5.0k	30.90	View chart
BioMarin Pharmaceutical (BMRN)	0.1	$152k	-9%	2.8k	54.16	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Sponsored Ads (TSM)	0.1	$149k		535.00	279.29	View chart
Marathon Petroleum Corp (MPC)	0.1	$148k		770.00	192.74	View chart
Cohen & Steers Etf Tr Real Estate Active Etf Real Estate Acti (CSRE)	0.1	$148k	+116%	5.7k	26.05	View chart
Abbott Laboratories (ABT)	0.1	$141k		1.1k	133.94	View chart
Spdr Dow Jones Indl Average Etf Tr Unit Ser 1 Ut Ser 1 (DIA)	0.1	$139k		300.00	463.74	View chart
KLA-Tencor Corporation (KLAC)	0.0	$137k		127.00	1078.60	View chart
Dominion Resources (D)	0.0	$128k	-4%	2.1k	61.17	View chart
Dimensional Etf Tr Intl Vale Etf Internatnal Val (DFIV)	0.0	$127k		2.8k	46.12	View chart
Universal Corporation (UVV)	0.0	$126k		2.3k	55.87	View chart
Yum! Brands (YUM)	0.0	$125k	-2%	823.00	151.98	View chart
Dow (DOW)	0.0	$122k		5.3k	22.93	View chart
CVS Caremark Corporation (CVS)	0.0	$121k	+164%	1.6k	75.39	View chart
Capital Group Conservative Equity Etf SHS (CGCV)	0.0	$120k		4.0k	30.11	View chart
Select Sector Spdr Tr Technology Technology (XLK)	0.0	$120k		425.00	281.86	View chart
Clorox Company (CLX)	0.0	$120k	+44%	971.00	123.27	View chart
Xylem (XYL)	0.0	$118k		800.00	147.50	View chart
Ishares Tr Russell Mid-cap Growth Etf Rus Md Cp Gr Etf (IWP)	0.0	$114k		800.00	142.41	View chart
Delek Logistics Partners Lp Com Unit Repstg Ltd Partnership Int Com Unt Rp Int (DKL)	0.0	$114k		2.5k	45.54	View chart
Qualcomm (QCOM)	0.0	$114k	+13%	683.00	166.36	View chart
Ngl Energy Partners Com Unit Repst (NGL)	0.0	$113k		19k	6.00	View chart
Hp (HPQ)	0.0	$110k		4.0k	27.23	View chart
Coreweave Inc Com Cl A Com Cl A (CRWV)	0.0	$110k	NEW	800.00	136.85	View chart
Northrop Grumman Corporation (NOC)	0.0	$109k		179.00	610.13	View chart
Comcast Corp New Cl A Cl A (CMCSA)	0.0	$109k	-7%	3.5k	31.42	View chart
Hca Holdings (HCA)	0.0	$107k		251.00	426.77	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.0	$105k		295.00	355.47	View chart
Iron Mountain (IRM)	0.0	$105k		1.0k	101.97	View chart
Rbb Fd Tr First Eagle Global Equity Etf First Eagle Gbl (FEGE)	0.0	$100k	+125%	2.3k	44.23	View chart
Truist Financial Corp equities (TFC)	0.0	$99k		2.2k	45.72	View chart
Bp Plc Spons Sponsored Adr (BP)	0.0	$99k		2.9k	34.46	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.0	$96k	+5%	525.00	182.42	View chart
Corning Incorporated (GLW)	0.0	$96k		1.2k	82.03	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Van Ftse Dev Mkt (VEA)	0.0	$95k		1.6k	59.93	View chart
Southern Copper Corporation (SCCO)	0.0	$94k		776.00	121.36	View chart
Waste Management (WM)	0.0	$93k		420.00	220.89	View chart
Alcon Sa Act Nom Isin#ch0432492467 Ord Shs (ALC)	0.0	$92k		1.2k	74.49	View chart
American Electric Power Company (AEP)	0.0	$89k		794.00	112.50	View chart
Lowe's Companies (LOW)	0.0	$88k		349.00	251.31	View chart
Cigna Corp (CI)	0.0	$85k	-2%	296.00	288.54	View chart
Vanguard World Fds Vanguard Health Care Etf Health Car Etf (VHT)	0.0	$85k	-7%	327.00	259.60	View chart
Ishares Tr Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	0.0	$84k		431.00	194.50	View chart
Goldman Sachs Etf Tr Tr Activebeta U S Large Cap Equity Etf Activebeta Us Lg (GSLC)	0.0	$83k		639.00	130.28	View chart
Norfolk Southern (NSC)	0.0	$83k		276.00	300.41	View chart
Vanguard Index Fds Vanguard Value Etf Value Etf (VTV)	0.0	$82k		441.00	186.49	View chart
Canadian Pacific Kansas City (CP)	0.0	$82k		1.1k	74.50	View chart
Adobe Systems Incorporated (ADBE)	0.0	$80k		228.00	352.75	View chart
Hewlett Packard Enterprise (HPE)	0.0	$80k	-12%	3.3k	24.56	View chart
Toronto Dominion Bk Isin#ca8911605092 Com New (TD)	0.0	$80k		1.0k	79.95	View chart
MetLife (MET)	0.0	$79k		960.00	82.37	View chart
Bank of New York Mellon Corporation (BK)	0.0	$76k		700.00	108.96	View chart
Occidental Petroleum Corporation (OXY)	0.0	$76k		1.6k	47.24	View chart
California Water Service (CWT)	0.0	$74k		1.6k	45.89	View chart
General Dynamics Corporation (GD)	0.0	$74k		217.00	341.00	View chart
Danaher Corporation (DHR)	0.0	$74k		371.00	198.26	View chart
Itt (ITT)	0.0	$72k		400.00	178.76	View chart
Dimensional Etf Tr U S Target Value Etf Us Targeted Vlu (DFAT)	0.0	$71k		1.2k	58.21	View chart
Dimensional Etf Tr U S Sm Cap Etf Us Small Cap Etf (DFAS)	0.0	$70k		1.0k	68.46	View chart
Morgan Stanley Com New (MS)	0.0	$69k		433.00	158.96	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$67k		720.00	93.37	View chart
Motorola Solutions Com New (MSI)	0.0	$66k		145.00	457.29	View chart
Uber Technologies (UBER)	0.0	$65k		660.00	97.97	View chart
Joby Aviation Inc Com Isin#kyg651631007 Common Stock (JOBY)	0.0	$65k		4.0k	16.14	View chart
Vanguard Index Fds Real Estate Index Fd Etf Real Estate Etf (VNQ)	0.0	$62k		674.00	91.48	View chart
Vanguard Specialized Funds Divid Appreciation Etf Div App Etf (VIG)	0.0	$61k	-13%	284.00	215.79	View chart
Ishares Tr Global Healthcare Etf Glob Hlthcre Etf (IXJ)	0.0	$61k		690.00	88.62	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 SHS (ETN)	0.0	$61k		163.00	374.25	View chart
Broadcom (AVGO)	0.0	$59k		180.00	330.27	View chart
Mfs Active Exchange Traded Fds Tr Value Etf Value Etf (MFSV)	0.0	$59k	+800%	2.3k	26.14	View chart
Dimensional Etf Tr U S Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.0	$58k	-87%	1.5k	38.57	View chart
Ishares Tr Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.0	$57k		658.00	87.31	View chart
Blackrock (BLK)	0.0	$56k		48.00	1165.88	View chart
Davis Fundamental Etf Tr Select Intl Etf Selct Intl Etf (DINT)	0.0	$56k		2.0k	27.98	View chart
Grail (GRAL)	0.0	$55k		924.00	59.13	View chart
Select Sector Spdr Tr Financial Financial (XLF)	0.0	$55k		1.0k	53.87	View chart
Interactive Brokers Group Inc Cl A - Com Cl A (IBKR)	0.0	$54k		788.00	68.81	View chart
Ishares Tr Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.0	$54k	-23%	266.00	203.59	View chart
Cme (CME)	0.0	$54k		200.00	270.19	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$53k		95.00	562.27	View chart
Capital Group Fixed Income Etf Tr Short Duration Mun Income Etf Short Duration M (CGSM)	0.0	$53k		2.0k	26.36	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Vng Rus1000val (VONV)	0.0	$52k		586.00	89.37	View chart
Mastercard Inc Cl A Cl A (MA)	0.0	$52k	-30%	92.00	568.82	View chart
Kimberly-Clark Corporation (KMB)	0.0	$52k		417.00	124.24	View chart
DTE Energy Company (DTE)	0.0	$51k	-2%	363.00	141.43	View chart
Paccar (PCAR)	0.0	$51k		520.00	98.32	View chart
Harbor Etf Tr Harbor Intl Compounders Etf Internatnal Comp (OSEA)	0.0	$49k		1.7k	29.57	View chart
Dimensional Etf Tr Emerging Mkts Core Etf Emgr Cre Eqt Mng (DFAE)	0.0	$48k	-66%	1.5k	31.53	View chart
Paychex (PAYX)	0.0	$48k		378.00	126.90	View chart
Sanofi Spons Adr Isin#us80105n1054 Sponsored Adr (SNY)	0.0	$47k	NEW	1.0k	47.20	View chart
Koninklijke Philips N V Isin#us5004723038 Ny Regis Shs New (PHG)	0.0	$46k		1.7k	27.26	View chart
Harris Oakmark Etf Tr Oakmark U S Large Cap Etf Oakmark U S Lrg (OAKM)	0.0	$46k	-73%	1.7k	26.78	View chart
Zoetis Cl A (ZTS)	0.0	$45k		310.00	146.32	View chart
Royce Micro Capital Trust (RMT)	0.0	$45k		4.3k	10.39	View chart
Thermo Fisher Scientific (TMO)	0.0	$45k		93.00	485.02	View chart
Corteva (CTVA)	0.0	$40k		586.00	67.63	View chart
Dupont De Nemours (DD)	0.0	$39k		503.00	77.90	View chart
Williams-Sonoma (WSM)	0.0	$39k		200.00	195.45	View chart
McKesson Corporation (MCK)	0.0	$39k		50.00	772.54	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.0	$39k		616.00	62.47	View chart
Ishares Tr Core S&p 500 Etf Core S&p500 Etf (IVV)	0.0	$38k		57.00	669.30	View chart
Solventum Corp Com Shs (SOLV)	0.0	$37k	-13%	500.00	73.00	View chart
Aptiv Plc New Ord Sh Isin#je00btdn8h13 Com Shs (APTV)	0.0	$35k		411.00	86.22	View chart
RPM International (RPM)	0.0	$35k		300.00	117.88	View chart
Capital Group Divid Growers Etf Shs Etf (CGDG)	0.0	$35k		1.0k	34.65	View chart
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)	0.0	$35k		292.00	118.72	View chart
L3harris Technologies (LHX)	0.0	$34k		112.00	305.41	View chart
Paypal Holdings (PYPL)	0.0	$34k		500.00	67.06	View chart
Jabil Circuit (JBL)	0.0	$33k		150.00	217.17	View chart
Nucor Corporation (NUE)	0.0	$32k		239.00	135.43	View chart
Spdr Ser Tr State Street Spdr Portfolio S&p 400 Mid Cap Etf Portfolio S&p400 (SPMD)	0.0	$32k		565.00	57.19	View chart
Ishares Tr Us Industrials Etf Us Industrials (IYJ)	0.0	$32k		220.00	145.88	View chart
Honeywell International (HON)	0.0	$31k		149.00	210.50	View chart
Welltower Inc Com reit (WELL)	0.0	$31k		171.00	178.14	View chart
PNC Financial Services (PNC)	0.0	$30k	-3%	150.00	200.93	View chart
Capital One Financial (COF)	0.0	$30k		140.00	212.58	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$30k		393.00	75.10	View chart
Joyy Inc Ads Repstg Com Cl A Isin#us46591m1099 Ads Repstg Com A (JOYY)	0.0	$29k		500.00	58.61	View chart
American Tower Reit (AMT)	0.0	$29k	-5%	151.00	192.32	View chart
Constellation Energy (CEG)	0.0	$29k		87.00	329.59	View chart
Enerpac Tool Group Corp Cl A Cl A Com (EPAC)	0.0	$29k		698.00	41.00	View chart
Ecolab (ECL)	0.0	$27k		100.00	273.86	View chart
Barrick Mining Corp Registered Shs Isin#ca06849f1080 Com Shs (B)	0.0	$27k		834.00	32.77	View chart
Vanguard Index Fds Vanguard Small-cap Etf Small Cp Etf (VB)	0.0	$27k		107.00	254.28	View chart
Hartford Financial Services (HIG)	0.0	$27k		200.00	133.39	View chart
Everus Constr Group (ECG)	0.0	$27k		310.00	85.75	View chart
AmerisourceBergen (COR)	0.0	$27k		85.00	312.53	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Spon Adr New (DEO)	0.0	$27k		278.00	95.36	View chart
Ishares Tr S&p Small-cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.0	$27k		187.00	141.50	View chart
Texas Instruments Incorporated (TXN)	0.0	$26k		142.00	183.73	View chart
Baker Hughes Co Cl A Cl A (BKR)	0.0	$26k		524.00	48.72	View chart
Airbnb Inc Cl A Com Cl A (ABNB)	0.0	$25k		209.00	121.42	View chart
Fortinet (FTNT)	0.0	$25k		300.00	84.08	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.0	$25k	+6%	51.00	490.37	View chart
Yum China Holdings (YUMC)	0.0	$25k		581.00	42.92	View chart
Kite Rlty Group Tr Com New (KRG)	0.0	$25k		1.1k	22.30	View chart
Markel Corporation (MKL)	0.0	$25k		13.00	1911.38	View chart
Fiserv (FI)	0.0	$25k	-34%	192.00	128.93	View chart
Gamestop Corp New Cl A Cl A (GME)	0.0	$24k		890.00	27.28	View chart
Cummins (CMI)	0.0	$24k		56.00	422.38	View chart
Enbridge (ENB)	0.0	$23k	-14%	463.00	50.47	View chart
Heico Corp New Cl A Cl A (HEI.A)	0.0	$23k	-16%	89.00	254.09	View chart
First Solar (FSLR)	0.0	$22k		100.00	220.53	View chart
Pentair Plc Shs Isin#ie00bls09m33 SHS (PNR)	0.0	$22k		196.00	110.76	View chart
Wyndham Hotels And Resorts (WH)	0.0	$21k		267.00	79.90	View chart
Ventas (VTR)	0.0	$21k		300.00	69.99	View chart
Dimensional Etf Tr Dimensional Us Real Estate Etf Us Real Estate E (DFAR)	0.0	$21k	-61%	877.00	23.85	View chart
Nu Holdings Limited Registered Shs -a- Isin#kyg6683n1034 Ord Shs Cl A (NU)	0.0	$21k		1.3k	16.01	View chart
Ishares Tr Msci Usa Minimum Volatility Factor Etf Msci Usa Min Vol (USMV)	0.0	$21k		216.00	95.14	View chart
Dt Midstream Common Stock (DTM)	0.0	$21k		181.00	113.06	View chart
MDU Resources (MDU)	0.0	$20k	-8%	1.1k	17.81	View chart
Servicenow (NOW)	0.0	$20k		22.00	920.27	View chart
First Hawaiian (FHB)	0.0	$20k		800.00	24.83	View chart
Nvent Electric Plc Registered Shs Isin#ie00bdvjjq56 SHS (NVT)	0.0	$19k		196.00	98.64	View chart
Ryder System (R)	0.0	$19k		100.00	188.64	View chart
Hershey Company (HSY)	0.0	$19k		100.00	187.05	View chart
Ishares Tr S&p Midcap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.0	$18k		139.00	129.72	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$18k		500.00	36.00	View chart
Ishares Tr Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.0	$18k	-33%	101.00	176.81	View chart
Moderna (MRNA)	0.0	$18k		690.00	25.83	View chart
Select Sector Spdr Tr Utils Sbi Int-utils (XLU)	0.0	$17k		200.00	87.21	View chart
Ishares Tr Msci Usa Value Factor Etf Msci Usa Value (VLUE)	0.0	$17k		138.00	125.18	View chart
Lyondellbasell Industries N V Ord Shs Cl A Shs - A - (LYB)	0.0	$17k		350.00	49.04	View chart
Palo Alto Networks (PANW)	0.0	$17k		84.00	203.62	View chart
Newmont Mining Corporation (NEM)	0.0	$17k		200.00	84.31	View chart
Accenture Plc Ireland Shs Cl A Isin#ie00b4bnmy34 Shs Class A (ACN)	0.0	$17k		68.00	246.60	View chart
Oklo Inc Cl A Com Cl A (OKLO)	0.0	$17k	+50%	150.00	111.63	View chart
Devon Energy Corporation (DVN)	0.0	$17k		474.00	35.06	View chart
Williams Companies (WMB)	0.0	$16k		259.00	63.35	View chart
O'reilly Automotive (ORLY)	0.0	$16k		150.00	107.81	View chart
Travel Leisure Ord (TNL)	0.0	$16k		267.00	59.49	View chart
Ishares Tr Core S&p U S Value Etf Core S&p Us Vlu (IUSV)	0.0	$16k		158.00	99.95	View chart
Vanguard Index Fds Vanguard Large-cap Etf Large Cap Etf (VV)	0.0	$16k		51.00	307.86	View chart
EOG Resources (EOG)	0.0	$16k		140.00	112.12	View chart
Freeport-mcmoran Inc Cl B CL B (FCX)	0.0	$16k		400.00	39.22	View chart
Dimensional Etf Tr Dimensional Intl Small Cap Etf Intl Small Cap E (DFIS)	0.0	$16k		489.00	31.63	View chart
Biogen Idec (BIIB)	0.0	$15k		110.00	140.08	View chart
Baxter International (BAX)	0.0	$15k	-3%	669.00	22.77	View chart
TJX Companies (TJX)	0.0	$15k		105.00	144.54	View chart
Cirrus Logic (CRUS)	0.0	$15k		120.00	125.29	View chart
Vanguard Whitehall Fds High Dividend Yield Etf High Div Yld (VYM)	0.0	$15k		105.00	140.95	View chart
Ishares Bitcoin Tr Etf Shs Ben Int SHS (IBIT)	0.0	$15k	+10%	227.00	65.00	View chart
Harley-Davidson (HOG)	0.0	$14k		500.00	27.90	View chart
International Paper Company (IP)	0.0	$14k		300.00	46.40	View chart
General Motors Company (GM)	0.0	$14k	-7%	225.00	60.97	View chart
Xcel Energy (XEL)	0.0	$14k		169.00	80.65	View chart
Charles Schwab Corporation (SCHW)	0.0	$14k		142.00	95.47	View chart
BorgWarner (BWA)	0.0	$13k		300.00	43.96	View chart
Interpublic Group of Companies (IPG)	0.0	$13k		452.00	27.91	View chart
Martin Marietta Materials (MLM)	0.0	$13k	-13%	20.00	630.30	View chart
Boston Scientific Corporation (BSX)	0.0	$13k		129.00	97.63	View chart
Olin Corp Com Par $1 Com Par $1 (OLN)	0.0	$12k		486.00	24.99	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$12k		393.00	30.03	View chart
Dimensional Etf Tr Dimensional Emerging Mkts Value Etf Emerging Mkts Va (DFEV)	0.0	$12k		362.00	31.89	View chart
Smucker J M Com New (SJM)	0.0	$11k		105.00	108.60	View chart
Ishares Tr Core Divid Growth Etf Core Div Grwth (DGRO)	0.0	$11k		167.00	68.08	View chart
Ishares Tr Biotechnology Etf Ishares Biotech (IBB)	0.0	$11k		77.00	144.36	View chart
Realty Income (O)	0.0	$11k		182.00	60.79	View chart
Warner Bros Discovery Inc Com Ser A Com Ser A (WBD)	0.0	$11k		564.00	19.53	View chart
Cloudflare Inc Cl A Cl A Com (NET)	0.0	$11k		51.00	214.59	View chart
Ishares Inc Core Msci Emerging Mkts Etf Core Msci Emkt (IEMG)	0.0	$11k		166.00	65.92	View chart
Invesco Global Water Etf S&p Gbl Water (CGW)	0.0	$11k		170.00	64.24	View chart
Otis Worldwide Corp (OTIS)	0.0	$11k		118.00	91.43	View chart
Ishares Tr Us Financials Etf Index U.s. Finls Etf (IYF)	0.0	$10k		81.00	126.64	View chart
Las Vegas Sands (LVS)	0.0	$10k		190.00	53.79	View chart
Biontech Se Ads Isin#us09075v1026 Sponsored Ads (BNTX)	0.0	$9.9k		100.00	98.62	View chart
Silicon Laboratories (SLAB)	0.0	$9.8k		75.00	131.13	View chart
Herman Miller (MLKN)	0.0	$9.8k		551.00	17.74	View chart
Rocket Lab Corp (RKLB)	0.0	$9.6k		200.00	47.91	View chart
Vulcan Materials Company (VMC)	0.0	$9.2k	-37%	30.00	307.63	View chart
Parker-Hannifin Corporation (PH)	0.0	$9.1k		12.00	758.17	View chart
Ishares Tr S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS)	0.0	$9.0k		81.00	110.59	View chart
Aurora Innovation Inc Cl A Class A Com (AUR)	0.0	$8.6k		1.6k	5.39	View chart
Huntington Ingalls Inds (HII)	0.0	$8.5k	+3%	30.00	283.23	View chart
Eastman Chemical Company (EMN)	0.0	$8.4k	-75%	133.00	63.05	View chart
Allstate Corporation (ALL)	0.0	$8.4k		39.00	214.64	View chart
Ameriprise Financial (AMP)	0.0	$8.4k		17.00	491.24	View chart
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.0	$8.3k		44.00	189.70	View chart
On Holding Ag Namen-akt -a- Isin#ch1134540470 Namen Akt A (ONON)	0.0	$8.1k		192.00	42.35	View chart
Ishares Tr Global Energy Etf Global Energ Etf (IXC)	0.0	$8.1k		193.00	41.75	View chart
PAR Technology Corporation (PAR)	0.0	$7.9k		200.00	39.58	View chart
Intuit (INTU)	0.0	$7.5k		11.00	682.91	View chart
S&p Global (SPGI)	0.0	$6.8k		14.00	486.71	View chart
International Flavors & Fragrances (IFF)	0.0	$6.2k		100.00	61.54	View chart
Haleon Plc Adr Isin#us4055521003 Spon Ads (HLN)	0.0	$6.1k		681.00	8.97	View chart
Nomad Foods Ltd Shs Isin#vgg6564a1057 Usd Ord Shs (NOMD)	0.0	$5.9k		452.00	13.15	View chart
Amcor Plc Registered Shs Isin#je00bj1f3079 Ord (AMCR)	0.0	$5.9k		725.00	8.18	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$5.8k		203.00	28.62	View chart
Ishares Tr Msci Eafe Value Etf Eafe Value Etf (EFV)	0.0	$5.7k		84.00	67.83	View chart
Rayonier (RYN)	0.0	$5.6k	-56%	210.00	26.54	View chart
Standard Lithium Corp equities (SLI)	0.0	$5.5k		1.6k	3.37	View chart
First Ctzns Bancshares Inc Cl A Cl A (FCNCA)	0.0	$5.4k		3.00	1789.00	View chart
Expedia Group Com New (EXPE)	0.0	$5.3k		25.00	213.76	View chart
Cipher Mining (CIFR)	0.0	$5.0k	-20%	400.00	12.59	View chart
NetApp (NTAP)	0.0	$5.0k		42.00	118.45	View chart
Rockwell Automation (ROK)	0.0	$4.9k		14.00	349.50	View chart
Strategy Inc Cl A Cl A New (MSTR)	0.0	$4.8k	NEW	15.00	322.20	View chart
Bitmine Immersion Tecnologies Com New (BMNR)	0.0	$4.8k	NEW	93.00	51.92	View chart
Ishares Tr S&p Midcap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.0	$4.6k		48.00	95.90	View chart
Ford Motor Company (F)	0.0	$4.5k		378.00	11.96	View chart
Illinois Tool Works (ITW)	0.0	$4.4k		17.00	260.76	View chart
Arista Networks Com Shs (ANET)	0.0	$4.4k		30.00	145.70	View chart
Paycom Software (PAYC)	0.0	$4.4k		21.00	208.14	View chart
Quantum Computing (QUBT)	0.0	$3.9k		210.00	18.41	View chart
Slb Limited Com Isin#an8068571086 Com Stk (SLB)	0.0	$3.7k	-18%	109.00	34.37	View chart
Amphenol Corp New Cl A Cl A (APH)	0.0	$3.7k		30.00	123.77	View chart
Tempus Ai Inc Cl A Cl A (TEM)	0.0	$3.6k	NEW	45.00	80.71	View chart
Air Products & Chemicals (APD)	0.0	$3.5k	-27%	13.00	272.69	View chart
Sofi Technologies (SOFI)	0.0	$3.5k		133.00	26.42	View chart
Kkr & Co (KKR)	0.0	$3.5k	-52%	27.00	129.96	View chart
Phinia Common Stock (PHIN)	0.0	$3.4k		60.00	57.48	View chart
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$3.4k	-53%	126.00	27.30	View chart
Ishares Tr Msci Eafe Growth Etf Eafe Grwth Etf (EFG)	0.0	$3.4k		30.00	113.87	View chart
Dimensional Etf Tr Ultrashort Fixed Income Etf Ultrashort Fixed (DUSB)	0.0	$3.4k		67.00	50.78	View chart
Copart (CPRT)	0.0	$3.3k		74.00	44.97	View chart
Teladoc (TDOC)	0.0	$3.1k		400.00	7.73	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Intermed Term (BIV)	0.0	$3.0k		38.00	78.08	View chart
Sony Group Corp Amern Sh New Isin#us8356993076 Sponsored Adr (SONY)	0.0	$2.9k		100.00	28.79	View chart
Universal Display Corporation (OLED)	0.0	$2.9k		20.00	143.65	View chart
Dxc Technology (DXC)	0.0	$2.7k		198.00	13.63	View chart
TransDigm Group Incorporated (TDG)	0.0	$2.6k		2.00	1318.00	View chart
Vale S A Adr Isin#us91912e1055 Sponsored Ads (VALE)	0.0	$2.6k		237.00	10.86	View chart
Quantumscape Corp Cl A Com Cl A (QS)	0.0	$2.5k	+100%	200.00	12.32	View chart
Immunitybio (IBRX)	0.0	$2.5k	NEW	1.0k	2.46	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$2.4k		70.00	34.33	View chart
Brown & Brown (BRO)	0.0	$2.3k		25.00	93.80	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$2.3k		4.00	586.00	View chart
Brighthouse Finl (BHF)	0.0	$2.3k		44.00	53.09	View chart
Portland Gen Elec Com New (POR)	0.0	$2.2k		50.00	44.00	View chart
Jamf Hldg Corp (JAMF)	0.0	$2.1k		200.00	10.70	View chart
Achieve Life Sciences (ACHV)	0.0	$2.1k	NEW	673.00	3.15	View chart
Corecivic (CXW)	0.0	$2.0k		100.00	20.35	View chart
Evgo Inc Cl A Cl A Com (EVGO)	0.0	$2.0k		428.00	4.73	View chart
Progressive Corporation (PGR)	0.0	$2.0k		8.00	247.00	View chart
Novavax Com New (NVAX)	0.0	$1.9k		223.00	8.67	View chart
Colgate-Palmolive Company (CL)	0.0	$1.9k	-62%	24.00	79.96	View chart
Soundhound Ai Inc Cl A Class A Com (SOUN)	0.0	$1.9k		117.00	16.08	View chart
Iridium Communications (IRDM)	0.0	$1.7k		100.00	17.46	View chart
Arlo Technologies (ARLO)	0.0	$1.7k		100.00	16.95	View chart
Travelers Companies (TRV)	0.0	$1.7k	-64%	6.00	279.17	View chart
Kellogg Company (K)	0.0	$1.6k		20.00	82.00	View chart
Nio Inc Shs A Sponsored American Dep Shs Repr 1 Sh A Ord Sh Isin#us62914v1061 Spon Ads (NIO)	0.0	$1.5k		200.00	7.62	View chart
Intercontinental Exchange (ICE)	0.0	$1.5k		9.00	168.44	View chart
Prothena Corp Plc Shs Isin#ie00b91xrn20 SHS (PRTA)	0.0	$1.5k		155.00	9.76	View chart
Sarepta Therapeutics (SRPT)	0.0	$1.4k		75.00	19.27	View chart
Arch Capital Group Ltd Shs Isin#bmg0450a1053 Ord Shs (ACGL)	0.0	$1.4k		15.00	90.73	View chart
Niocorp Developments Ltd Registered Shs Isin#ca6544846091 Com New (NB)	0.0	$1.3k	NEW	200.00	6.68	View chart
Autodesk (ADSK)	0.0	$1.3k		4.00	317.75	View chart
Liberty Media Corp Del Com Liberty Formula One Ser C Com Lbty One S C (FWONK)	0.0	$1.3k		12.00	104.42	View chart
Brookfield Corp Vtg Shs Cl A Isin#ca11271j1075 Cl A Ltd Vt Sh (BN)	0.0	$1.2k		18.00	68.61	View chart
Schwab Strategic Tr Us Small-cap Etf Us Sml Cap Etf (SCHA)	0.0	$1.2k		44.00	27.91	View chart
Msci (MSCI)	0.0	$1.1k		2.00	567.50	View chart
Sabra Health Care REIT (SBRA)	0.0	$1.0k		56.00	18.64	View chart
Helen Of Troy (HELE)	0.0	$1.0k		40.00	25.20	View chart
Digitalocean Hldgs (DOCN)	0.0	$887.998800		26.00	34.15	View chart
Grab Hldgs Ltd Cl A Ord Isin#kyg4124c1096 Class A Ord (GRAB)	0.0	$884.998800		147.00	6.02	View chart
American Intl Group Com New (AIG)	0.0	$864.000500		11.00	78.55	View chart
Veralto Corp Com Shs (VLTO)	0.0	$745.999800		7.00	106.57	View chart
Cdw (CDW)	0.0	$637.000000		4.00	159.25	View chart
Schwab Strategic Tr Us Large-cap Etf Us Lrg Cap Etf (SCHX)	0.0	$631.999200		24.00	26.33	View chart
The Trade Desk Inc Com Cl A Com Cl A (TTD)	0.0	$588.000000		12.00	49.00	View chart
Docusign (DOCU)	0.0	$505.000300		7.00	72.14	View chart
Sanmina (SANM)	0.0	$460.000000		4.00	115.00	View chart
Viatris (VTRS)	0.0	$426.001000		43.00	9.91	View chart
Liberty Media Corp Del Com Liberty Formula One Ser A Com Lbty One S A (FWONA)	0.0	$381.000000		4.00	95.25	View chart
Magnera Corp Com Shs (MAGN)	0.0	$315.999900		27.00	11.70	View chart
Brookfield Asset Management Ltd Cl A Ltd Vtg Shs Isin#ca1130041058 Cl A Lmt Vtg Shs (BAM)	0.0	$228.000000		4.00	57.00	View chart
Blink Charging (BLNK)	0.0	$189.996400		116.00	1.64	View chart
Schwab Strategic Tr Intl Equity Etf Intl Eqty Etf (SCHF)	0.0	$139.999800		6.00	23.33	View chart
Chargepoint Hldgs Com Shs (CHPT)	0.0	$87.000000	NEW	8.00	10.88	View chart
Rivian Automotive Inc Cl A Com Cl A (RIVN)	0.0	$73.000000		5.00	14.60	View chart
Davis Fundamental Etf Tr Select Worldwide Etf Select Wrld Wi (DWLD)	0.0	$45.000000		1.00	45.00	View chart
Ignis Petroleum Group cs (IGPG)	0.0	$0		250.00	0.00	View chart
Baudax Bio Inc Com Par $0 01 Com New (BXRXQ)	0.0	$0		1.00	0.00	View chart

Past Filings by Sittner & Nelson

SEC 13F filings are viewable for Sittner & Nelson going back to 2020

Sittner & Nelson 2025 Q3 filed Nov. 14, 2025
Sittner & Nelson 2025 Q2 filed Aug. 8, 2025
Sittner & Nelson 2025 Q1 filed May 13, 2025
Sittner & Nelson 2024 Q4 filed Feb. 11, 2025
Sittner & Nelson 2024 Q3 filed Oct. 31, 2024
Sittner & Nelson 2024 Q2 filed Aug. 13, 2024
Sittner & Nelson 2024 Q1 filed May 10, 2024
Sittner & Nelson 2023 Q3 filed Nov. 13, 2023
Sittner & Nelson 2023 Q2 filed Aug. 14, 2023
Sittner & Nelson 2023 Q1 filed May 9, 2023
Sittner & Nelson 2022 Q4 filed Feb. 2, 2023
Sittner & Nelson 2022 Q3 filed Nov. 14, 2022
Sittner & Nelson 2022 Q2 filed Aug. 12, 2022
Sittner & Nelson 2022 Q1 filed May 10, 2022
Sittner & Nelson 2021 Q4 filed Feb. 9, 2022
Sittner & Nelson 2021 Q3 filed Nov. 12, 2021

View all past filings

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