Sittner & Nelson
Latest statistics and disclosures from Sittner & Nelson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MINT, NVDA, MSFT, CGDV, and represent 28.92% of Sittner & Nelson's stock portfolio.
- Added to shares of these 10 stocks: MINO, SMMU, CGIC, MINT, CGCB, CGDV, CGUS, EA, VTI, TMSL.
- Started 62 new stock positions in CAE, AG, VOE, AGG, SPYV, REZI, MRVL, TSLT, SOLS, CGMU.
- Reduced shares in these 10 stocks: BRK.B (-$29M), AstraZeneca, COST, AMAT, Unilever, COLB, AAPL, KNF, UPS, VOO.
- Sold out of its positions in AstraZeneca, BXRXQ, BRK.B, BN, BAM, CDW, CGSM, CXW, FTNT, IGPG. IPG, Jamf Hldg Corp, K, Unilever, Amcor.
- Sittner & Nelson was a net seller of stock by $-11M.
- Sittner & Nelson has $283M in assets under management (AUM), dropping by 2.70%.
- Central Index Key (CIK): 0001846138
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Portfolio Holdings for Sittner & Nelson
Sittner & Nelson holds 531 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Sittner & Nelson has 531 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sittner & Nelson Dec. 31, 2025 positions
- Download the Sittner & Nelson December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 16.5 | $47M | 168k | 278.12 |
|
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.5 | $9.8M | +8% | 98k | 100.47 |
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| NVIDIA Corporation (NVDA) | 3.3 | $9.3M | 50k | 185.41 |
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| Microsoft Corporation (MSFT) | 2.9 | $8.2M | 20k | 401.13 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.8 | $7.8M | +9% | 171k | 45.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $7.4M | 23k | 323.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $6.7M | 21k | 322.86 |
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| Costco Wholesale Corporation (COST) | 2.3 | $6.5M | -7% | 6.5k | 1001.18 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.2 | $6.1M | 8.00 | 762569.75 |
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| Starbucks Corporation (SBUX) | 1.8 | $5.1M | +4% | 51k | 99.45 |
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| Chevron Corporation (CVX) | 1.7 | $4.9M | 27k | 180.86 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 1.7 | $4.8M | +186% | 105k | 45.67 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.6M | 14k | 322.41 |
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| AeroVironment (AVAV) | 1.6 | $4.5M | 18k | 257.20 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 1.6 | $4.4M | +144% | 86k | 50.75 |
|
| Stryker Corporation (SYK) | 1.5 | $4.1M | 12k | 358.30 |
|
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 1.4 | $3.9M | +20% | 96k | 40.82 |
|
| Amazon (AMZN) | 1.3 | $3.8M | +9% | 18k | 210.32 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $3.7M | 5.4k | 690.62 |
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| Johnson & Johnson (JNJ) | 1.2 | $3.3M | 14k | 240.00 |
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| Fastenal Company (FAST) | 1.2 | $3.3M | 69k | 47.73 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 1.1 | $3.0M | +18% | 78k | 39.13 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.0 | $3.0M | +12% | 93k | 31.62 |
|
| Amgen (AMGN) | 1.0 | $2.8M | 7.4k | 384.32 |
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| Greenbrier Companies (GBX) | 1.0 | $2.8M | 52k | 54.60 |
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| Caterpillar (CAT) | 0.8 | $2.3M | 3.2k | 726.20 |
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| Emerson Electric (EMR) | 0.8 | $2.3M | -3% | 15k | 157.38 |
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| Timken Company (TKR) | 0.8 | $2.3M | 21k | 106.04 |
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| Tesla Motors (TSLA) | 0.8 | $2.3M | +15% | 5.5k | 411.11 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.0M | +2% | 14k | 149.06 |
|
| Nike CL B (NKE) | 0.7 | $1.9M | +3% | 30k | 63.92 |
|
| Edwards Lifesciences (EW) | 0.7 | $1.9M | -2% | 25k | 78.71 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $1.8M | -2% | 1.2k | 1413.01 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.7M | +19% | 2.6k | 661.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.7M | -7% | 2.7k | 635.24 |
|
| Linde SHS (LIN) | 0.6 | $1.7M | 3.8k | 448.24 |
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| Harbor Etf Trust Long Term Grower (WINN) | 0.6 | $1.6M | +21% | 53k | 29.59 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $1.5M | +26% | 36k | 43.20 |
|
| Procter & Gamble Company (PG) | 0.5 | $1.5M | 9.3k | 159.17 |
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| Us Bancorp Del Com New (USB) | 0.5 | $1.4M | 23k | 60.69 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.4M | 15k | 93.97 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.5 | $1.3M | +25% | 37k | 36.12 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $1.3M | -7% | 50k | 26.64 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.5 | $1.3M | 11k | 121.51 |
|
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| Bristol Myers Squibb (BMY) | 0.5 | $1.3M | +12% | 22k | 61.99 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $1.3M | 8.5k | 156.42 |
|
|
| Trimble Navigation (TRMB) | 0.5 | $1.3M | 20k | 66.15 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.3M | 2.1k | 609.65 |
|
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.4 | $1.3M | +31% | 34k | 37.59 |
|
| Gilead Sciences (GILD) | 0.4 | $1.3M | 8.2k | 152.50 |
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| Capital Group International SHS (CGIC) | 0.4 | $1.2M | +229% | 35k | 35.05 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.2M | +58% | 15k | 81.05 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | +8% | 1.1k | 1058.18 |
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| Capital Group International SHS (CGIE) | 0.4 | $1.2M | +51% | 33k | 36.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.1M | +118% | 3.2k | 340.96 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.4 | $1.1M | 23k | 47.52 |
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| Pfizer (PFE) | 0.4 | $1.1M | +2% | 39k | 27.22 |
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| Columbia Banking System (COLB) | 0.4 | $1.0M | -14% | 32k | 32.07 |
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| Timkensteel (MTUS) | 0.4 | $1.0M | 48k | 21.30 |
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| Davis Fundamental Etf Tr Select Finl (DFNL) | 0.4 | $1.0M | 20k | 49.72 |
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| Merck & Co (MRK) | 0.4 | $1.0M | +23% | 8.2k | 121.94 |
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| Micron Technology (MU) | 0.3 | $956k | -5% | 2.4k | 394.69 |
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| Bank of America Corporation (BAC) | 0.3 | $946k | 17k | 56.53 |
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| Walt Disney Company (DIS) | 0.3 | $935k | -2% | 8.6k | 108.70 |
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| International Business Machines (IBM) | 0.3 | $910k | 3.0k | 298.98 |
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| Boeing Company (BA) | 0.3 | $875k | 3.6k | 243.03 |
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| Verizon Communications (VZ) | 0.3 | $864k | +17% | 19k | 46.31 |
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| Electronic Arts (EA) | 0.3 | $862k | +256% | 4.3k | 200.00 |
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| Home Depot (HD) | 0.3 | $848k | 2.2k | 385.16 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $812k | 3.5k | 231.02 |
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| Wal-Mart Stores (WMT) | 0.3 | $803k | 6.1k | 131.19 |
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| Coca-Cola Company (KO) | 0.3 | $788k | 10k | 79.03 |
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| Illumina (ILMN) | 0.3 | $712k | +6% | 5.9k | 119.72 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.2 | $701k | NEW | 26k | 26.59 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $692k | -2% | 3.5k | 198.66 |
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| Medtronic SHS (MDT) | 0.2 | $686k | -8% | 6.7k | 102.90 |
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| T Rowe Price Etf International Eq (TOUS) | 0.2 | $666k | +22% | 18k | 37.05 |
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| Enterprise Products Partners (EPD) | 0.2 | $654k | +8% | 19k | 34.91 |
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| 3M Company (MMM) | 0.2 | $634k | -2% | 3.7k | 172.67 |
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| Kinder Morgan (KMI) | 0.2 | $597k | +11% | 20k | 30.50 |
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| Rbb Fund Trust First Eagle Over (FEOE) | 0.2 | $589k | +205% | 11k | 52.97 |
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| Philip Morris International (PM) | 0.2 | $568k | +6% | 3.1k | 182.81 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $552k | 3.7k | 149.89 |
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| McDonald's Corporation (MCD) | 0.2 | $544k | 1.7k | 327.16 |
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| Cisco Systems (CSCO) | 0.2 | $534k | 6.3k | 84.82 |
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| Snowflake Com Shs (SNOW) | 0.2 | $534k | +3% | 3.2k | 168.43 |
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| T. Rowe Price (TROW) | 0.2 | $519k | +34% | 5.5k | 94.59 |
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| Advanced Micro Devices (AMD) | 0.2 | $517k | +4% | 2.5k | 208.44 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $507k | 3.9k | 129.58 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $506k | +3% | 8.1k | 62.80 |
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| Altria (MO) | 0.2 | $501k | 7.7k | 65.40 |
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| United Parcel Service CL B (UPS) | 0.2 | $486k | -23% | 4.1k | 117.35 |
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| GSK Sponsored Adr (GSK) | 0.2 | $485k | 8.1k | 60.23 |
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| American Express Company (AXP) | 0.2 | $482k | 1.3k | 359.15 |
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| Sherwin-Williams Company (SHW) | 0.2 | $477k | -4% | 1.3k | 361.98 |
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| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.2 | $476k | NEW | 15k | 31.09 |
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| PPG Industries (PPG) | 0.2 | $469k | +2% | 3.7k | 126.51 |
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| Ge Aerospace Com New (GE) | 0.2 | $461k | +9% | 1.4k | 321.00 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $454k | 929.00 | 488.15 |
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| Shell Spon Ads (SHEL) | 0.2 | $451k | 6.0k | 75.29 |
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| At&t (T) | 0.2 | $447k | 17k | 27.13 |
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| TriCo Bancshares (TCBK) | 0.2 | $435k | -4% | 8.3k | 52.23 |
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| Visa Com Cl A (V) | 0.2 | $430k | +2% | 1.3k | 331.58 |
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| Axalta Coating Sys (AXTA) | 0.2 | $429k | 13k | 33.81 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $423k | +46% | 24k | 17.94 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $418k | +30% | 11k | 39.43 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $408k | 950.00 | 429.32 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.1 | $383k | +676% | 13k | 29.02 |
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| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 0.1 | $381k | +151% | 14k | 26.75 |
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| Dutch Bros Cl A (BROS) | 0.1 | $380k | -5% | 6.7k | 57.04 |
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| ConocoPhillips (COP) | 0.1 | $376k | -5% | 3.5k | 107.62 |
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| CSX Corporation (CSX) | 0.1 | $376k | 9.3k | 40.61 |
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| Intel Corporation (INTC) | 0.1 | $375k | +2% | 7.4k | 50.59 |
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| Mercury General Corporation (MCY) | 0.1 | $374k | 3.9k | 95.19 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $372k | 3.1k | 121.86 |
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| Oneok (OKE) | 0.1 | $360k | NEW | 4.4k | 81.84 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $346k | +20% | 6.0k | 57.60 |
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| Applied Materials (AMAT) | 0.1 | $337k | -44% | 1.0k | 322.51 |
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| Union Pacific Corporation (UNP) | 0.1 | $323k | -7% | 1.3k | 252.62 |
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| Nextera Energy (NEE) | 0.1 | $316k | -5% | 3.5k | 89.47 |
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| Netflix (NFLX) | 0.1 | $308k | +913% | 3.8k | 82.20 |
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| Capital Group New Geography SHS (CGNG) | 0.1 | $304k | +80% | 8.9k | 34.03 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $299k | +165% | 6.0k | 49.98 |
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| Crown Castle Intl (CCI) | 0.1 | $298k | -2% | 3.7k | 80.88 |
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| FedEx Corporation (FDX) | 0.1 | $296k | 802.00 | 369.23 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $294k | 615.00 | 477.92 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $294k | 471.00 | 623.58 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $293k | -34% | 3.7k | 80.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $289k | +54% | 828.00 | 348.85 |
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| Spdr Series Trust State Street Spd (XAR) | 0.1 | $283k | 1.0k | 272.23 |
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| Keysight Technologies (KEYS) | 0.1 | $282k | 1.2k | 230.95 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $280k | 5.0k | 56.00 |
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| Consolidated Edison (ED) | 0.1 | $279k | 2.6k | 107.34 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $278k | -20% | 7.6k | 36.63 |
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| Southern Company (SO) | 0.1 | $278k | -5% | 3.1k | 90.08 |
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| Ge Vernova (GEV) | 0.1 | $275k | +8% | 353.00 | 779.35 |
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| Kraft Heinz (KHC) | 0.1 | $271k | +15% | 11k | 24.64 |
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| Oracle Corporation (ORCL) | 0.1 | $269k | -8% | 1.9k | 142.79 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $265k | 3.5k | 75.35 |
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| Abbvie (ABBV) | 0.1 | $260k | 1.2k | 223.40 |
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| Cardinal Health (CAH) | 0.1 | $260k | 1.1k | 226.32 |
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| Deere & Company (DE) | 0.1 | $260k | 445.00 | 583.11 |
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| Simon Property (SPG) | 0.1 | $258k | 1.3k | 199.60 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $258k | +137% | 8.2k | 31.37 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $253k | +2% | 5.2k | 48.74 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $250k | 830.00 | 301.15 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $249k | 1.6k | 151.14 |
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| Pepsi (PEP) | 0.1 | $247k | +7% | 1.4k | 170.49 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $242k | 5.1k | 47.64 |
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| Mueller Industries (MLI) | 0.1 | $242k | 2.1k | 117.86 |
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| Capital Group Global Equity SHS (CGGE) | 0.1 | $241k | 7.4k | 32.59 |
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| Capital Group Conservative E SHS (CGCV) | 0.1 | $229k | +81% | 7.2k | 31.60 |
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| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $225k | 19k | 11.99 |
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| Calamos Etf Tr Antetokounmpo Gl (SROI) | 0.1 | $222k | NEW | 6.4k | 34.72 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $222k | NEW | 8.0k | 27.70 |
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| Medical Properties Trust (MPT) | 0.1 | $221k | +30% | 43k | 5.14 |
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| Zimmer Holdings (ZBH) | 0.1 | $220k | -2% | 2.5k | 89.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $216k | 3.0k | 71.73 |
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| Unilever Spon Adr New (UL) | 0.1 | $214k | NEW | 3.0k | 72.12 |
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| Fair Isaac Corporation (FICO) | 0.1 | $209k | 150.00 | 1391.00 |
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| Kenvue (KVUE) | 0.1 | $209k | +12% | 12k | 18.13 |
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| Goldman Sachs (GS) | 0.1 | $204k | +6% | 220.00 | 928.75 |
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| Natera (NTRA) | 0.1 | $203k | 1.0k | 203.04 |
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| Citigroup Com New (C) | 0.1 | $198k | 1.6k | 122.69 |
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| Canadian Natural Resources (CNQ) | 0.1 | $197k | 5.0k | 39.10 |
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| Edison International (EIX) | 0.1 | $195k | 3.0k | 64.01 |
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| Carrier Global Corporation (CARR) | 0.1 | $191k | -16% | 3.0k | 63.92 |
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| Universal Corporation (UVV) | 0.1 | $188k | +44% | 3.3k | 57.82 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $187k | 3.7k | 50.50 |
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| Ingredion Incorporated (INGR) | 0.1 | $186k | 1.5k | 120.11 |
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| Kla Corp Com New (KLAC) | 0.1 | $183k | 127.00 | 1442.95 |
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| Royce Value Trust (RVT) | 0.1 | $183k | +3% | 10k | 17.87 |
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| Diageo Spon Adr New (DEO) | 0.1 | $182k | +574% | 1.9k | 96.88 |
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| Prudential Financial (PRU) | 0.1 | $181k | 1.8k | 102.82 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $180k | 4.4k | 40.87 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $180k | +33% | 394.00 | 455.46 |
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| Dolby Laboratories Com Cl A (DLB) | 0.1 | $173k | 2.7k | 64.85 |
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| UnitedHealth (UNH) | 0.1 | $172k | -8% | 621.00 | 276.68 |
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| Phillips 66 (PSX) | 0.1 | $167k | -7% | 1.1k | 157.80 |
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| Broadcom (AVGO) | 0.1 | $165k | +175% | 495.00 | 332.82 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $164k | 1.5k | 112.05 |
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| Garmin SHS (GRMN) | 0.1 | $162k | 800.00 | 202.33 |
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| BioMarin Pharmaceutical (BMRN) | 0.1 | $157k | -3% | 2.7k | 58.13 |
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| Southern Copper Corporation (SCCO) | 0.1 | $156k | 782.00 | 200.04 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $156k | 770.00 | 203.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $155k | 331.00 | 468.59 |
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| salesforce (CRM) | 0.1 | $151k | -11% | 791.00 | 191.39 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $151k | 2.8k | 54.52 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $150k | 300.00 | 501.03 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $150k | +40% | 2.2k | 67.37 |
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| Automatic Data Processing (ADP) | 0.1 | $145k | 625.00 | 231.36 |
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| Corning Incorporated (GLW) | 0.1 | $142k | 1.2k | 122.16 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $137k | +7% | 193.00 | 708.96 |
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| Yum! Brands (YUM) | 0.0 | $134k | 824.00 | 162.96 |
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| CVS Caremark Corporation (CVS) | 0.0 | $134k | +6% | 1.7k | 78.35 |
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| Delek Logistics Partners Com Unt Rp Int (DKL) | 0.0 | $132k | 2.5k | 52.59 |
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| Dominion Resources (D) | 0.0 | $131k | 2.1k | 62.33 |
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| Hca Holdings (HCA) | 0.0 | $126k | 251.00 | 501.69 |
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| Truist Financial Corp equities (TFC) | 0.0 | $121k | 2.2k | 55.81 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $120k | +100% | 850.00 | 141.13 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $117k | +169% | 1.1k | 104.33 |
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| Abbott Laboratories (ABT) | 0.0 | $117k | 1.1k | 110.83 |
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| Xylem (XYL) | 0.0 | $114k | 800.00 | 142.12 |
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| BP Sponsored Adr (BP) | 0.0 | $112k | 2.9k | 39.01 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $109k | 800.00 | 135.57 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.0 | $108k | NEW | 4.8k | 22.72 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $106k | NEW | 2.0k | 52.91 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $103k | +67% | 383.00 | 268.38 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $99k | +37% | 1.1k | 89.95 |
|
| Iron Mountain (IRM) | 0.0 | $98k | 1.0k | 95.78 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $98k | 1.2k | 78.83 |
|
|
| Lowe's Companies (LOW) | 0.0 | $97k | 349.00 | 278.38 |
|
|
| Harbor Etf Trust Internatnal Comp (OSEA) | 0.0 | $97k | +90% | 3.2k | 30.59 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $97k | 1.0k | 96.68 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $96k | NEW | 3.6k | 26.77 |
|
| American Electric Power Company (AEP) | 0.0 | $96k | 794.00 | 120.80 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $96k | +100% | 2.0k | 47.83 |
|
| Grail (GRAL) | 0.0 | $95k | +3% | 952.00 | 100.07 |
|
| Waste Management (WM) | 0.0 | $95k | 420.00 | 226.79 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $95k | 327.00 | 291.20 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $95k | -41% | 423.00 | 224.32 |
|
| Cigna Corp (CI) | 0.0 | $94k | +8% | 321.00 | 292.15 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $91k | 443.00 | 206.39 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $88k | 1.1k | 80.39 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $88k | 431.00 | 203.64 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $85k | 639.00 | 133.25 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $85k | +68% | 155.00 | 548.74 |
|
| Norfolk Southern (NSC) | 0.0 | $85k | 276.00 | 306.48 |
|
|
| Qualcomm (QCOM) | 0.0 | $84k | -10% | 610.00 | 137.34 |
|
| Itt (ITT) | 0.0 | $83k | 400.00 | 206.87 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $81k | 1.2k | 66.71 |
|
|
| Danaher Corporation (DHR) | 0.0 | $80k | 371.00 | 216.61 |
|
|
| Hp (HPQ) | 0.0 | $79k | 4.0k | 19.65 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $78k | 217.00 | 360.07 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $78k | 433.00 | 179.96 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $78k | 1.0k | 76.26 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $77k | 3.3k | 23.61 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $76k | NEW | 816.00 | 93.24 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $75k | 95.00 | 785.52 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $75k | -14% | 600.00 | 124.32 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $74k | 1.6k | 46.30 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $74k | 720.00 | 102.61 |
|
|
| Dow (DOW) | 0.0 | $74k | -56% | 2.3k | 31.78 |
|
| MetLife (MET) | 0.0 | $73k | 960.00 | 76.38 |
|
|
| California Water Service (CWT) | 0.0 | $72k | 1.6k | 44.47 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $72k | 528.00 | 135.90 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $69k | 690.00 | 100.36 |
|
|
| Paccar (PCAR) | 0.0 | $66k | 520.00 | 127.35 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $66k | NEW | 3.0k | 21.99 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $65k | 284.00 | 229.53 |
|
Past Filings by Sittner & Nelson
SEC 13F filings are viewable for Sittner & Nelson going back to 2020
- Sittner & Nelson 2025 Q4 filed Feb. 11, 2026
- 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