Sittner & Nelson
Latest statistics and disclosures from Sittner & Nelson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MINT, NVDA, CGDV, MSFT, and represent 26.42% of Sittner & Nelson's stock portfolio.
- Added to shares of these 10 stocks: CGCB, TMSL, PYLD, AZN, WINN, CGDV, VTI, CGGR, CGMM, CGDG.
- Started 42 new stock positions in UGI, GGG, GQGU, PB, VRRM, UFO, AZN, WWD, ENTG, KBR.
- Reduced shares in these 10 stocks: AAPL, BRK.A, MINT, TSLA, SBUX, COST, SMMU, FAST, FELV, MSFT.
- Sold out of its positions in DEA, HIMS, PAR, XEL.
- Sittner & Nelson was a net buyer of stock by $7.9M.
- Sittner & Nelson has $274M in assets under management (AUM), dropping by -3.18%.
- Central Index Key (CIK): 0001846138
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Portfolio Holdings for Sittner & Nelson
Sittner & Nelson holds 569 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Sittner & Nelson has 569 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sittner & Nelson March 31, 2026 positions
- Download the Sittner & Nelson March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.3 | $39M | -8% | 154k | 253.79 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.3 | $8.9M | -9% | 89k | 100.57 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $8.6M | 50k | 174.40 |
|
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.0 | $8.1M | +11% | 191k | 42.54 |
|
| Microsoft Corporation (MSFT) | 2.7 | $7.4M | 20k | 370.16 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $6.5M | 23k | 286.86 |
|
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| Costco Wholesale Corporation (COST) | 2.3 | $6.3M | -3% | 6.3k | 996.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $5.9M | 21k | 287.57 |
|
|
| Chevron Corporation (CVX) | 2.1 | $5.6M | 27k | 206.90 |
|
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| Pimco Etf Tr Muni Income Opp (MINO) | 1.7 | $4.7M | 104k | 45.17 |
|
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 1.6 | $4.4M | +52% | 119k | 36.67 |
|
| Starbucks Corporation (SBUX) | 1.6 | $4.3M | -4% | 49k | 89.59 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.6 | $4.3M | -25% | 6.00 | 718140.00 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 1.5 | $4.2M | -3% | 84k | 50.45 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $4.1M | 14k | 294.17 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 1.4 | $3.8M | +4% | 100k | 38.42 |
|
| Stryker Corporation (SYK) | 1.4 | $3.8M | 12k | 328.60 |
|
|
| Amazon (AMZN) | 1.4 | $3.7M | 18k | 208.27 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $3.5M | 5.4k | 650.34 |
|
|
| Johnson & Johnson (JNJ) | 1.2 | $3.3M | 14k | 244.44 |
|
|
| AeroVironment (AVAV) | 1.1 | $3.1M | 17k | 183.05 |
|
|
| Fastenal Company (FAST) | 1.1 | $3.1M | -3% | 66k | 46.40 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.1 | $3.0M | +8% | 102k | 29.49 |
|
| Greenbrier Companies (GBX) | 1.0 | $2.7M | -2% | 51k | 52.65 |
|
| Amgen (AMGN) | 0.9 | $2.6M | 7.3k | 351.87 |
|
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.9 | $2.4M | +65% | 88k | 27.73 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.9 | $2.4M | +242% | 90k | 26.26 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $2.3M | 14k | 169.66 |
|
|
| Caterpillar (CAT) | 0.8 | $2.2M | 3.2k | 708.50 |
|
|
| Timken Company (TKR) | 0.8 | $2.1M | 21k | 100.57 |
|
|
| Edwards Lifesciences (EW) | 0.7 | $1.9M | 24k | 80.08 |
|
|
| Emerson Electric (EMR) | 0.7 | $1.9M | 15k | 131.02 |
|
|
| Linde SHS (LIN) | 0.7 | $1.9M | 3.8k | 495.76 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.7 | $1.9M | +29% | 46k | 40.19 |
|
| Tesla Motors (TSLA) | 0.6 | $1.7M | -15% | 4.6k | 371.75 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $1.6M | 1.2k | 1320.83 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.6M | 2.7k | 597.55 |
|
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.6 | $1.5M | +28% | 44k | 35.59 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.5M | +2% | 2.7k | 572.05 |
|
| Nike CL B (NKE) | 0.6 | $1.5M | -4% | 29k | 52.82 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | +47% | 4.7k | 320.81 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.5 | $1.4M | +15% | 43k | 33.37 |
|
| Capital Group International SHS (CGIC) | 0.5 | $1.4M | +18% | 42k | 33.11 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.4M | +17% | 18k | 77.11 |
|
| Procter & Gamble Company (PG) | 0.5 | $1.3M | 9.3k | 144.45 |
|
|
| Bristol Myers Squibb (BMY) | 0.5 | $1.3M | 21k | 60.65 |
|
|
| Trimble Navigation (TRMB) | 0.5 | $1.3M | 20k | 65.23 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $1.3M | +1261% | 49k | 26.20 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $1.3M | 8.3k | 152.75 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.5 | $1.3M | 11k | 114.32 |
|
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.4 | $1.2M | +21% | 28k | 44.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.2M | 2.1k | 577.18 |
|
|
| Weyerhaeuser Com New (WY) | 0.4 | $1.2M | -3% | 48k | 24.43 |
|
| Us Bancorp Com New (USB) | 0.4 | $1.2M | 23k | 52.01 |
|
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| Wells Fargo & Company (WFC) | 0.4 | $1.1M | 14k | 79.61 |
|
|
| Gilead Sciences (GILD) | 0.4 | $1.1M | 8.2k | 139.37 |
|
|
| Capital Group International SHS (CGIE) | 0.4 | $1.1M | 33k | 33.82 |
|
|
| Pfizer (PFE) | 0.4 | $1.1M | +2% | 40k | 28.08 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.1M | 1.2k | 919.89 |
|
|
| Astrazeneca Ord (AZN) | 0.4 | $1.1M | NEW | 5.4k | 197.22 |
|
| Verizon Communications (VZ) | 0.4 | $1.0M | +8% | 20k | 50.20 |
|
| Merck & Co (MRK) | 0.4 | $980k | 8.1k | 120.30 |
|
|
| Davis Fundamental Etf Tr Select Finl (DFNL) | 0.3 | $907k | 20k | 44.84 |
|
|
| Columbia Banking System (COLB) | 0.3 | $907k | +3% | 33k | 27.43 |
|
| Electronic Arts (EA) | 0.3 | $858k | -2% | 4.2k | 203.87 |
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.3 | $821k | +82% | 28k | 29.36 |
|
| Micron Technology (MU) | 0.3 | $818k | 2.4k | 337.84 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $816k | 17k | 48.75 |
|
|
| Walt Disney Company (DIS) | 0.3 | $806k | -2% | 8.4k | 96.38 |
|
| Timkensteel (MTUS) | 0.3 | $782k | 48k | 16.34 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $761k | 6.1k | 124.29 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $751k | 3.5k | 213.67 |
|
|
| International Business Machines (IBM) | 0.3 | $738k | 3.0k | 242.43 |
|
|
| Coca-Cola Company (KO) | 0.3 | $730k | -3% | 9.6k | 76.05 |
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.3 | $727k | +29% | 14k | 50.46 |
|
| Home Depot (HD) | 0.3 | $724k | 2.2k | 328.91 |
|
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| Boeing Company (BA) | 0.3 | $717k | 3.6k | 199.03 |
|
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| Illumina (ILMN) | 0.3 | $712k | -2% | 5.8k | 123.26 |
|
| Enterprise Products Partners (EPD) | 0.3 | $708k | 19k | 37.84 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $672k | 3.5k | 192.90 |
|
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| Kinder Morgan (KMI) | 0.2 | $657k | 20k | 33.53 |
|
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| Vanguard World Energy Etf (VDE) | 0.2 | $637k | 3.7k | 173.04 |
|
|
| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 0.2 | $628k | +67% | 24k | 26.28 |
|
| T Rowe Price Etf International Eq (TOUS) | 0.2 | $621k | 18k | 34.54 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.2 | $614k | +118% | 13k | 47.00 |
|
| Shell Spon Ads (SHEL) | 0.2 | $558k | 6.0k | 93.00 |
|
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| Medtronic SHS (MDT) | 0.2 | $544k | -5% | 6.3k | 86.65 |
|
| 3M Company (MMM) | 0.2 | $528k | 3.6k | 145.23 |
|
|
| United Parcel Svcs CL B (UPS) | 0.2 | $518k | +27% | 5.3k | 98.39 |
|
| McDonald's Corporation (MCD) | 0.2 | $517k | 1.7k | 310.79 |
|
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| Philip Morris International (PM) | 0.2 | $510k | 3.1k | 165.34 |
|
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| Altria (MO) | 0.2 | $506k | 7.7k | 65.99 |
|
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| Advanced Micro Devices (AMD) | 0.2 | $505k | 2.5k | 203.43 |
|
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| Cisco Systems (CSCO) | 0.2 | $489k | 6.3k | 77.59 |
|
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| Snowflake Com Shs (SNOW) | 0.2 | $478k | 3.2k | 150.82 |
|
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| At&t (T) | 0.2 | $478k | 17k | 28.99 |
|
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $471k | 8.1k | 58.47 |
|
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| T. Rowe Price (TROW) | 0.2 | $467k | -5% | 5.2k | 90.14 |
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| ConocoPhillips (COP) | 0.2 | $462k | 3.5k | 132.01 |
|
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $456k | 24k | 19.30 |
|
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.2 | $446k | +22% | 16k | 27.57 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $446k | 3.9k | 113.98 |
|
|
| GSK Sponsored Adr (GSK) | 0.2 | $444k | 8.1k | 55.19 |
|
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| Oneok (OKE) | 0.2 | $443k | +11% | 4.9k | 90.39 |
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| Netflix (NFLX) | 0.2 | $442k | +22% | 4.6k | 96.15 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $428k | 929.00 | 460.99 |
|
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| Sherwin-Williams Company (SHW) | 0.2 | $422k | 1.3k | 320.55 |
|
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| American Express Company (AXP) | 0.1 | $406k | 1.3k | 302.48 |
|
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| Duke Energy Corp Com New (DUK) | 0.1 | $399k | 3.1k | 130.94 |
|
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| Visa Com Cl A (V) | 0.1 | $392k | 1.3k | 302.24 |
|
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $390k | 6.0k | 64.97 |
|
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| PPG Industries (PPG) | 0.1 | $386k | -2% | 3.6k | 106.88 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $386k | +963% | 11k | 35.90 |
|
| CSX Corporation (CSX) | 0.1 | $380k | 9.3k | 41.05 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $378k | -4% | 10k | 37.44 |
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| TriCo Bancshares (TCBK) | 0.1 | $377k | -4% | 7.9k | 47.54 |
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| Ge Aerospace Com New (GE) | 0.1 | $376k | -7% | 1.3k | 283.77 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $372k | 950.00 | 391.76 |
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| Applied Materials (AMAT) | 0.1 | $357k | 1.0k | 341.79 |
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| Crown Castle Intl (CCI) | 0.1 | $352k | +17% | 4.3k | 81.31 |
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| Axalta Coating Sys (AXTA) | 0.1 | $352k | 13k | 27.70 |
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| Mercury General Corporation (MCY) | 0.1 | $346k | 3.9k | 88.15 |
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| Keysight Technologies (KEYS) | 0.1 | $345k | 1.2k | 282.37 |
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| Nextera Energy (NEE) | 0.1 | $328k | 3.5k | 92.88 |
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| Intel Corporation (INTC) | 0.1 | $327k | 7.4k | 44.13 |
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| Dutch Bros Cl A (BROS) | 0.1 | $323k | -4% | 6.4k | 50.66 |
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| Capital Group New Geography SHS (CGNG) | 0.1 | $312k | +10% | 9.9k | 31.57 |
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| Union Pacific Corporation (UNP) | 0.1 | $310k | 1.3k | 242.62 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $299k | 3.7k | 81.65 |
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| Southern Company (SO) | 0.1 | $298k | 3.1k | 96.52 |
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| Consolidated Edison (ED) | 0.1 | $294k | 2.6k | 113.18 |
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| FedEx Corporation (FDX) | 0.1 | $286k | 802.00 | 356.18 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $285k | 5.0k | 57.07 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $285k | 471.00 | 604.39 |
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| Ge Vernova (GEV) | 0.1 | $284k | -7% | 325.00 | 872.90 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $280k | +163% | 13k | 22.34 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $280k | 828.00 | 337.95 |
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| Oracle Corporation (ORCL) | 0.1 | $275k | 1.9k | 147.08 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $275k | 615.00 | 446.54 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $269k | +44% | 7.3k | 36.75 |
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| Spdr Series Trust State Street Spd (XAR) | 0.1 | $264k | 1.0k | 253.98 |
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| Abbvie (ABBV) | 0.1 | $253k | 1.2k | 217.46 |
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| Ingredion Incorporated (INGR) | 0.1 | $253k | +44% | 2.2k | 112.66 |
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| Deere & Company (DE) | 0.1 | $251k | 445.00 | 563.30 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $249k | 3.5k | 70.91 |
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| Kraft Heinz (KHC) | 0.1 | $247k | 11k | 22.49 |
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| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 0.1 | $246k | NEW | 9.1k | 26.91 |
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| Canadian Natural Resources (CNQ) | 0.1 | $245k | 5.0k | 48.73 |
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| Cardinal Health (CAH) | 0.1 | $243k | 1.1k | 211.31 |
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| Simon Property (SPG) | 0.1 | $241k | 1.3k | 186.53 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $240k | -2% | 5.1k | 47.57 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $238k | 830.00 | 287.18 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $236k | 8.2k | 28.71 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $234k | 1.6k | 142.43 |
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| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $231k | 19k | 12.33 |
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| Dolby Laboratories Com Cl A (DLB) | 0.1 | $231k | +44% | 3.8k | 60.06 |
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| Mueller Industries (MLI) | 0.1 | $227k | 2.1k | 110.80 |
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| Capital Group Global Equity SHS (CGGE) | 0.1 | $226k | 7.4k | 30.50 |
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| Pepsi (PEP) | 0.1 | $225k | 1.4k | 155.29 |
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| Edison International (EIX) | 0.1 | $222k | 3.0k | 73.18 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $217k | 8.0k | 27.15 |
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| Capital Group Conservative E SHS (CGCV) | 0.1 | $216k | 7.2k | 29.81 |
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| Zimmer Holdings (ZBH) | 0.1 | $213k | -3% | 2.4k | 90.43 |
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| Calamos Etf Tr Antetokounmpo Gl (SROI) | 0.1 | $209k | 6.4k | 32.70 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $203k | 3.0k | 67.53 |
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| Natera (NTRA) | 0.1 | $200k | 1.0k | 199.99 |
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| Medical Properties Trust (MPT) | 0.1 | $199k | 43k | 4.63 |
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| Kenvue (KVUE) | 0.1 | $198k | 12k | 17.24 |
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| Phillips 66 (PSX) | 0.1 | $193k | 1.1k | 182.18 |
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| Fair Isaac Corporation (FICO) | 0.1 | $192k | +20% | 180.00 | 1067.54 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $188k | 770.00 | 244.18 |
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| Kla Corp Com New (KLAC) | 0.1 | $187k | 127.00 | 1472.42 |
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| Goldman Sachs (GS) | 0.1 | $186k | 220.00 | 845.99 |
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| Garmin SHS (GRMN) | 0.1 | $186k | 800.00 | 232.01 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $179k | 3.7k | 48.46 |
|
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| Delek Logistics Partners Com Unt Rp Int (DKL) | 0.1 | $174k | +40% | 3.5k | 49.76 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $174k | 1.5k | 118.62 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $172k | 4.4k | 38.96 |
|
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| Prudential Financial (PRU) | 0.1 | $172k | 1.8k | 97.71 |
|
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| Universal Corporation (UVV) | 0.1 | $171k | 3.3k | 52.70 |
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| Royce Value Trust (RVT) | 0.1 | $170k | 10k | 16.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $170k | 394.00 | 430.29 |
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| Unilever Spon Adr New (UL) | 0.1 | $169k | 3.0k | 56.97 |
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| Carrier Global Corporation (CARR) | 0.1 | $168k | 3.0k | 56.31 |
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| Clean Harbors (CLH) | 0.1 | $165k | NEW | 576.00 | 286.73 |
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| Corning Incorporated (GLW) | 0.1 | $158k | 1.2k | 135.97 |
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| UnitedHealth (UNH) | 0.1 | $157k | -6% | 581.00 | 270.66 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $156k | -41% | 4.5k | 34.91 |
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| Broadcom (AVGO) | 0.1 | $153k | 496.00 | 309.26 |
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| Coherent Corp (COHR) | 0.1 | $153k | NEW | 641.00 | 238.21 |
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| BioMarin Pharmaceutical (BMRN) | 0.1 | $153k | 2.7k | 56.49 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $146k | 2.8k | 52.78 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $145k | 331.00 | 436.79 |
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| Citigroup Com New (C) | 0.1 | $144k | -21% | 1.3k | 113.41 |
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| salesforce (CRM) | 0.1 | $144k | -2% | 769.00 | 186.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $143k | 2.2k | 64.08 |
|
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| Woodward Governor Company (WWD) | 0.1 | $143k | NEW | 399.00 | 357.92 |
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| Api Group Corp Com Stk (APG) | 0.1 | $140k | NEW | 3.5k | 40.52 |
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| Diageo Spon Adr New (DEO) | 0.1 | $140k | 1.9k | 74.45 |
|
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $139k | 300.00 | 463.19 |
|
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| Southern Copper Corporation (SCCO) | 0.0 | $136k | 788.00 | 172.06 |
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| BP Sponsored Adr (BP) | 0.0 | $135k | 2.9k | 47.00 |
|
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| Advanced Energy Industries (AEIS) | 0.0 | $134k | NEW | 416.00 | 322.71 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $133k | NEW | 244.00 | 543.12 |
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| Cae (CAE) | 0.0 | $132k | +916% | 5.1k | 26.05 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $132k | 194.00 | 680.68 |
|
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| Caci Intl Cl A (CACI) | 0.0 | $131k | NEW | 241.00 | 543.87 |
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| Dominion Resources (D) | 0.0 | $130k | 2.1k | 61.82 |
|
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| Yum! Brands (YUM) | 0.0 | $128k | 824.00 | 155.53 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $127k | 625.00 | 203.18 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $127k | NEW | 619.00 | 204.49 |
|
| Entegris (ENTG) | 0.0 | $125k | NEW | 1.1k | 117.24 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $123k | 1.7k | 71.82 |
|
|
| Hca Holdings (HCA) | 0.0 | $119k | 251.00 | 473.24 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $117k | +316% | 446.00 | 261.92 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $113k | 850.00 | 132.90 |
|
|
| UGI Corporation (UGI) | 0.0 | $109k | NEW | 3.0k | 36.42 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $109k | 1.1k | 96.47 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $108k | 1.1k | 102.67 |
|
|
| Iron Mountain (IRM) | 0.0 | $105k | 1.0k | 102.14 |
|
|
| Sensient Technologies Corporation (SXT) | 0.0 | $105k | NEW | 1.2k | 86.44 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $104k | 2.0k | 52.19 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $104k | 1.6k | 64.98 |
|
|
| American Electric Power Company (AEP) | 0.0 | $104k | 794.00 | 131.08 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $103k | 800.00 | 128.12 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $100k | 2.2k | 45.97 |
|
|
| Dow (DOW) | 0.0 | $97k | 2.3k | 41.65 |
|
|
| Waste Management (WM) | 0.0 | $97k | 420.00 | 229.79 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $96k | 2.0k | 48.18 |
|
|
| Power Integrations (POWI) | 0.0 | $96k | NEW | 1.9k | 51.20 |
|
| Xylem (XYL) | 0.0 | $96k | 800.00 | 119.50 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $94k | NEW | 1.4k | 64.63 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $93k | 1.0k | 93.31 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $93k | 1.2k | 75.35 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $93k | 383.00 | 243.08 |
|
|
| Valvoline Inc Common (VVV) | 0.0 | $92k | NEW | 2.7k | 33.68 |
|
| Harbor Etf Trust Internatnal Comp (OSEA) | 0.0 | $92k | 3.2k | 28.95 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $89k | 327.00 | 272.33 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $87k | 443.00 | 196.20 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $87k | 1.1k | 78.66 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $85k | 1.1k | 77.47 |
|
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $84k | NEW | 2.7k | 31.49 |
|
| Simpson Manufacturing (SSD) | 0.0 | $84k | NEW | 488.00 | 171.62 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $83k | 423.00 | 196.86 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $83k | 431.00 | 191.81 |
|
|
| Lowe's Companies (LOW) | 0.0 | $83k | 349.00 | 236.28 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $80k | 639.00 | 125.13 |
|
|
| Norfolk Southern (NSC) | 0.0 | $79k | 276.00 | 287.00 |
|
|
| Cigna Corp (CI) | 0.0 | $79k | -7% | 296.00 | 266.96 |
|
| Qualcomm (QCOM) | 0.0 | $79k | 610.00 | 128.82 |
|
Past Filings by Sittner & Nelson
SEC 13F filings are viewable for Sittner & Nelson going back to 2020
- Sittner & Nelson 2026 Q1 filed May 12, 2026
- 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