Sittner & Nelson, LLC Purchases in Q1 2025

Sittner & Nelson, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
23
+ 0.08%
$146.71 - $167.97 $3.37K - $3.86K
27.7K $4.63M
CGXU
Capital Group Intl Focus Equit

ETFs
20.4K
+ 36.16%
$24.48 - $26.59 $499K - $542K
76.7K $1.88M
MINO
Pimco ETF Tr Municipal Income

ETFs
9.65K
New
$44.44 - $45.83 $429K - $442K
9.65K $431K
CGDV
Capital Group Divid Value ETF

ETFs
9.38K
+ 6.58%
$34.95 - $37.36 $328K - $350K
152K $5.41M
AMGN
Amgen Inc

Healthcare
6
+ 0.08%
$258.59 - $327.36 $1.55K - $1.96K
7.43K $2.31M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.37K
+ 6.21%
$100.32 - $100.76 $338K - $340K
57.7K $5.81M
SBUX
Starbucks Corp

Consumer Cyclical
223
+ 0.47%
$91.75 - $115.81 $20.5K - $25.8K
47.8K $4.69M
SUN
Sunoco LP

Energy
5K
New
$51.29 - $59.25 $256K - $296K
5K $290K
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 104.13%
$271.18 - $303.12 $280K - $313K
2.03K $557K
CCI
Crown Castle International Corp

Real Estate
2.35K
+ 164.41%
$84.33 - $106.39 $198K - $250K
3.78K $394K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.07K
+ 558.08%
$59.61 - $66.71 $243K - $272K
4.8K $290K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.73K
+ 155.6%
$58.01 - $64.46 $216K - $240K
6.12K $379K
CGGO
Capital Group Global Growth Eq

ETFs
8.22K
+ 41.54%
$28.33 - $30.84 $233K - $254K
28K $793K
VZ
Verizon Communications Inc

Communication Services
3.06K
+ 25.06%
$37.81 - $46.49 $116K - $142K
15.3K $692K
EPD
Enterprise Products Partners L.P.

Energy
4.77K
+ 35.34%
$31.75 - $34.14 $151K - $163K
18.3K $623K
FAST
Fastenal CO

Industrials
9
+ 0.03%
$71.11 - $79.98 $640 - $720
35.2K $2.73M
MPW
Medical Properties Trust Inc

Real Estate
33K
New
$3.83 - $6.21 $126K - $205K
33K $198K
EIX
Edison International

Utilities
3.99K
+ 173.39%
$50.06 - $80.01 $200K - $319K
6.29K $370K
XOM
Exxon Mobil Corp

Energy
181
+ 1.36%
$105.44 - $118.93 $19.1K - $21.5K
13.4K $1.6M
DOW
Dow Inc.

Basic Materials
5K
+ 1262.63%
$34.36 - $41.92 $172K - $210K
5.4K $188K
MO
Altria Group, Inc.

Consumer Defensive
2K
+ 35.3%
$50.81 - $60.02 $102K - $120K
7.67K $460K
DFAI
Dimensional ETF Tr

ETFs
5.03K
New
$28.88 - $32.4 $145K - $163K
5.03K $156K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6K
+ 15.51%
N/A
44.7K $1.14M
KHC
Kraft Heinz CO

Consumer Defensive
5K
New
$28.51 - $32.22 $143K - $161K
5K $152K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.18%
$890.62 - $1076.86 $7.12K - $8.61K
4.36K $4.13M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.5K
+ 47.62%
$35.35 - $42.74 $88.4K - $107K
7.75K $320K
PM
Philip Morris International Inc.

Consumer Defensive
26
+ 0.9%
$117.15 - $158.79 $3.05K - $4.13K
2.9K $460K
IBM
International Business Machines Corp

Technology
95
+ 3.04%
$217.4 - $264.74 $20.7K - $25.2K
3.22K $800K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.15K
+ 45.74%
$49.75 - $50.27 $107K - $108K
6.85K $342K
SPG
Simon Property Group Inc

Real Estate
650
+ 100.93%
$159.48 - $187.78 $104K - $122K
1.29K $214K
KO
Coca Cola CO

Consumer Defensive
40
+ 0.4%
$60.81 - $72.32 $2.43K - $2.89K
10.1K $724K
LLY
Eli Lilly & CO

Healthcare
45
+ 4.46%
$725.72 - $929.72 $32.7K - $41.8K
1.05K $869K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.95K
+ 75.87%
$39.96 - $43.3 $77.8K - $84.3K
4.51K $185K
VEA
Vanguard Ftse Developed Market

ETFs
1.59K
New
$47.4 - $52.99 $75.4K - $84.3K
1.59K $80K
DFAE
Dimensional ETF Tr

ETFs
3.03K
New
$24.64 - $26.86 $74.6K - $81.3K
3.03K $78K
BMY
Bristol Myers Squibb CO

Healthcare
19
+ 0.11%
$53.9 - $63.11 $1.02K - $1.2K
16.7K $1.02M
MMM
3 M CO

Industrials
2
+ 0.05%
$129.7 - $155.12 $259 - $310
3.77K $553K
SHEL
Shell PLC

Energy
2
+ 0.03%
$62.84 - $73.29 $126 - $147
6.19K $453K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
216
+ 10.65%
$507.05 - $563.67 $110K - $122K
2.24K $1.15M
BROS
Dutch Bros Inc.

Consumer Cyclical
100
+ 1.71%
$55.77 - $85.37 $5.58K - $8.54K
5.97K $368K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
400
+ 23.09%
$98.98 - $113.18 $39.6K - $45.3K
2.13K $241K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.95K
New
$27.56 - $32.1 $53.8K - $62.6K
1.95K $54K
VONV
Vanguard Russell 1000 Value Et

ETFs
586
New
$80.21 - $86.14 $47K - $50.5K
586 $48K
SHOP
Shopify Inc.

Technology
590
+ 74.31%
$90.59 - $129.31 $53.4K - $76.3K
1.38K $132K
DFIV
Dimensional ETF Tr

ETFs
1.04K
+ 60.37%
$35.33 - $40.77 $36.7K - $42.4K
2.76K $108K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
941
+ 45.24%
$57.21 - $65.8 $53.8K - $61.9K
3.02K $176K
RSP
Invesco S&P 500 Equal Weight E

ETFs
249
+ 565.91%
$169.43 - $182.84 $42.2K - $45.5K
293 $50K
UBER
Uber Technologies, Inc

Technology
534
+ 423.81%
$63.17 - $81.49 $33.7K - $43.5K
660 $48K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.81K
+ 14.29%
$33.98 - $39.84 $95.3K - $112K
22.4K $768K
Activity Summary
Buys All Purchases 131 New Holdings 30 Increased Positions 101 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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