Sittner & Nelson, LLC Incresed Positions in Q2 2025

Sittner & Nelson, LLC

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
5.41K
+ 11.82%
$94.31 - $157.99 $510K - $854K
51.2K $8.08M
AVAV
Aero Vironment Inc

Industrials
250
+ 1.44%
$111.65 - $284.95 $27.9K - $71.2K
17.6K $5.01M
MSFT
Microsoft Corp

Technology
57
+ 0.27%
$354.56 - $497.45 $20.2K - $28.4K
21K $10.4M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
29.2K
+ 426.1%
$49.18 - $50.17 $1.44M - $1.46M
36K $1.81M
CGDV
Capital Group Divid Value ETF

ETFs
4.07K
+ 2.68%
$31.93 - $39.49 $130K - $161K
156K $6.16M
JPM
Jpmorgan Chase & CO

Financial Services
275
+ 1.98%
$210.28 - $289.91 $57.8K - $79.7K
14.2K $4.11M
MINO
Pimco ETF Tr Municipal Income

ETFs
13.7K
+ 142.49%
$43.42 - $45.15 $597K - $621K
23.4K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.12%
$167.32 - $223.3 $3.35K - $4.47K
16.7K $3.66M
GOOGL
Alphabet Inc.

Communication Services
231
+ 1.15%
$144.7 - $178.6 $33.4K - $41.3K
20.4K $3.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
546
+ 24.33%
$456.74 - $568.03 $249K - $310K
2.79K $1.58M
CGXU
Capital Group Intl Focus Equit

ETFs
6.37K
+ 8.31%
$21.44 - $27.35 $137K - $174K
83.1K $2.25M
EMR
Emerson Electric CO

Industrials
5
+ 0.03%
$94.15 - $133.33 $471 - $667
15K $2M
NKE
Nike, Inc.

Consumer Cyclical
1.91K
+ 6.73%
$53.27 - $72.04 $102K - $137K
30.3K $2.15M
CAT
Caterpillar Inc

Industrials
442
+ 15.98%
$273.94 - $388.21 $121K - $172K
3.21K $1.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.47K
+ 19.9%
$30.53 - $40.65 $136K - $182K
26.9K $1.09M
TCHP
T Rowe Price Exchange Traded F

Technology
4.13K
+ 21.84%
$34.07 - $45.35 $141K - $187K
23K $1.05M
CGUS
Capital Group Core Equity ETF
1.24K
+ 1.61%
$29.93 - $36.93 $37.1K - $45.7K
78.2K $2.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$496.48 - $617.85 $496 - $618
5.37K $3.32M
SYK
Stryker Corp

Healthcare
12
+ 0.1%
$337.37 - $395.63 $4.05K - $4.75K
11.7K $4.64M
ASML
Asml Holding Nv

Technology
40
+ 3.26%
$595.37 - $815.24 $23.8K - $32.6K
1.27K $1.02M
DFAI
Dimensional ETF Tr

ETFs
5.31K
+ 105.65%
$28.02 - $34.71 $149K - $184K
10.3K $357K
ORCL
Oracle Corp

Technology
1
+ 0.05%
$122.82 - $218.63 $123 - $219
2.06K $449K
FAST
Fastenal CO

Industrials
33.5K
+ 95.08%
$40.65 - $83.16 $1.36M - $2.78M
68.7K $2.88M
CGGO
Capital Group Global Growth Eq

ETFs
1.61K
+ 5.75%
$25.31 - $32.17 $40.7K - $51.8K
29.6K $947K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.49K
+ 24.4%
$55.54 - $69.09 $82.9K - $103K
7.61K $525K
AMAT
Applied Materials Inc

Technology
600
+ 88.63%
$126.95 - $183.52 $76.2K - $110K
1.28K $233K
AMD
Advanced Micro Devices Inc

Technology
400
+ 20.1%
$78.21 - $143.81 $31.3K - $57.5K
2.39K $339K
BAC
Bank Of America Corp

Financial Services
937
+ 5.91%
$34.39 - $47.46 $32.2K - $44.5K
16.8K $794K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.21K
+ 2.09%
$100.04 - $100.54 $121K - $121K
58.9K $5.92M
MU
Micron Technology Inc

Technology
70
+ 2.64%
$64.72 - $127.91 $4.53K - $8.95K
2.73K $335K
CRSP
Crispr Therapeutics Ag

Healthcare
580
+ 13.21%
$31.27 - $48.64 $18.1K - $28.2K
4.97K $241K
NVO
Novo Nordisk A S

Healthcare
1.32K
+ 35.21%
$58.08 - $81.05 $76.6K - $107K
5.07K $349K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
300
+ 127.66%
$141.37 - $228.57 $42.4K - $68.6K
535 $121K
NXPI
Nxp Semiconductors N.V.

Technology
301
+ 246.72%
$153.5 - $218.72 $46.2K - $65.8K
423 $92K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.07%
$149.23 - $184.95 $298 - $370
2.9K $528K
BROS
Dutch Bros Inc.

Consumer Cyclical
400
+ 6.71%
$51.37 - $73.72 $20.5K - $29.5K
6.37K $435K
AXP
American Express CO

Financial Services
1
+ 0.08%
$231.39 - $318.98 $231 - $319
1.33K $422K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$81.79 - $99.98 $245 - $300
6.17K $603K
DFAE
Dimensional ETF Tr

ETFs
1.61K
+ 53.34%
$22.87 - $28.95 $36.9K - $46.7K
4.64K $134K
CARR
Carrier Global Corp

Industrials
300
+ 9.13%
$55.55 - $75.83 $16.7K - $22.7K
3.59K $262K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.03%
$53.19 - $69.38 $106 - $139
6.27K $434K
SHOP
Shopify Inc.

Technology
100
+ 7.23%
$76.89 - $115.35 $7.69K - $11.5K
1.48K $171K
FDX
Fedex Corp

Industrials
200
+ 28.49%
$198.07 - $245.17 $39.6K - $49K
902 $205K
CSX
Csx Corp

Industrials
15
+ 0.16%
$26.69 - $32.91 $400 - $494
9.25K $301K
ED
Consolidated Edison Inc

Utilities
505
+ 24.21%
$98.05 - $113.3 $49.5K - $57.2K
2.59K $260K
CRM
Salesforce, Inc.

Technology
100
+ 13.97%
$236.26 - $291.15 $23.6K - $29.1K
816 $222K
COP
Conocophillips

Energy
789
+ 27.18%
$82.66 - $106.1 $65.2K - $83.7K
3.69K $331K
VO
Vanguard Mid Cap ETF

ETFs
37
+ 4.67%
$228.54 - $279.83 $8.46K - $10.4K
829 $231K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.1K
+ 94.57%
$20.99 - $23.93 $23K - $26.3K
2.26K $52K
Activity Summary
Buys All Purchases 114 New Holdings 19 Increased Positions 95 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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