Sittner & Nelson, LLC Incresed Positions in Q1 2025

Sittner & Nelson, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.03%
$58.74 - $64.87 $117 - $130
6.27K $386K
VTV
Vanguard Value ETF

ETFs
78
+ 21.49%
$167.73 - $179.21 $13.1K - $14K
441 $76K
VIG
Vanguard Dividend Appreciation

ETFs
70
+ 27.13%
N/A
328 $59K
MU
Micron Technology Inc

Technology
45
+ 1.72%
$86.89 - $109.38 $3.91K - $4.92K
2.66K $230K
TCHP
T Rowe Price Exchange Traded F

Technology
2.04K
+ 12.09%
$37.86 - $44.2 $77.2K - $90.2K
18.9K $720K
DFAT
Dimensional ETF Tr U S Target

ETFs
274
+ 29.18%
$50.44 - $58.1 $13.8K - $15.9K
1.21K $62K
DFAS
Dimensional ETF Tr U S Small C

ETFs
233
+ 29.57%
$58.81 - $68.2 $13.7K - $15.9K
1.02K $61K
FTNT
Fortinet, Inc.

Technology
100
+ 100.0%
$92.49 - $114.57 $9.25K - $11.5K
200 $19K
VO
Vanguard Mid Cap ETF

ETFs
57
+ 7.76%
$251.87 - $277.95 $14.4K - $15.8K
792 $204K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.56%
$433.45 - $513.82 $433 - $514
178 $91K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
55
+ 30.56%
$165.25 - $224.62 $9.09K - $12.4K
235 $39K
AVGO
Broadcom Inc.

Technology
61
+ 51.26%
$167.43 - $244.7 $10.2K - $14.9K
180 $30K
KKR
Kkr & Co. Inc.

Financial Services
30
+ 111.11%
$108.17 - $167.07 $3.25K - $5.01K
57 $6K
SCCO
Southern Copper Corp

Basic Materials
5
+ 0.66%
$85.92 - $101.48 $430 - $507
762 $71K
VUG
Vanguard Growth ETF

ETFs
35
+ 11.82%
$369.1 - $427.61 $12.9K - $15K
331 $122K
RYN
Rayonier Inc

Real Estate
23
+ 4.96%
$24.95 - $28.24 $574 - $650
487 $13K
T Rowe Price Exchange Traded Fds Inc Cap Appreciation Equity ETF
7.57K
+ 66.37%
N/A
19K $0
T Rowe Price Exchange Traded Fds Inc Small Mid Cap ETF
7.57K
+ 15.78%
N/A
55.5K $0
Gsk PLC Sponsored Adr New
3K
+ 58.22%
N/A
8.15K $0
Capital Group Global Equity ETF Shs
4.06K
+ 143.22%
N/A
6.89K $0
Knife Riv Corp Com
2.12K
+ 190.54%
N/A
3.23K $0
Linde PLC New Shs Isin#Ie000 S9 Ys762
1
+ 0.02%
N/A
4.02K $0
Capital Group Intl Equity ETF Shs
6.18K
+ 1075.48%
N/A
6.76K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
739
+ 80.33%
N/A
1.66K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
75
+ 4.78%
$120.29 - $134.6 $9.02K - $10.1K
1.65K $200K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
90
+ 2.2%
$8.4 - $10.21 $756 - $919
4.19K $35K
CARR
Carrier Global Corp

Industrials
100
+ 3.14%
$62.07 - $70.55 $6.21K - $7.06K
3.29K $208K
UPS
United Parcel Service Inc

Industrials
488
+ 11.81%
$109.66 - $136.26 $53.5K - $66.5K
4.62K $508K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$84.5 - $105.05 $84.5 - $105
6.16K $541K
AMD
Advanced Micro Devices Inc

Technology
171
+ 9.4%
$96.63 - $129.55 $16.5K - $22.2K
1.99K $204K
BA
Boeing CO

Industrials
22
+ 0.58%
$148.15 - $186.25 $3.26K - $4.1K
3.79K $646K
MRK
Merck & Co., Inc.

Healthcare
403
+ 6.53%
$83.01 - $101.02 $33.5K - $40.7K
6.57K $589K
CSX
Csx Corp

Industrials
16
+ 0.17%
$29.11 - $33.67 $466 - $539
9.23K $271K
AXP
American Express CO

Financial Services
1
+ 0.08%
$255.39 - $325.87 $255 - $326
1.33K $356K
PPG
Ppg Industries Inc

Basic Materials
5
+ 0.14%
$107.44 - $124.29 $537 - $621
3.61K $394K
TCBK
Trico Bancshares

Financial Services
3
+ 0.03%
$39.87 - $45.12 $120 - $135
9.9K $395K
NVO
Novo Nordisk A S

Healthcare
184
+ 5.17%
$69.3 - $90.95 $12.8K - $16.7K
3.75K $260K
ORCL
Oracle Corp

Technology
50
+ 2.49%
$139.81 - $186.47 $6.99K - $9.32K
2.06K $287K
TROW
Price T Rowe Group Inc

Financial Services
2
+ 0.06%
$91.57 - $116.93 $183 - $234
3.58K $328K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.33%
$468.34 - $539.52 $3.28K - $3.78K
2.12K $992K
CAT
Caterpillar Inc

Industrials
1
+ 0.04%
$326.75 - $407.63 $327 - $408
2.77K $912K
SPY
Spdr S&P 500 ETF Trust

ETFs
69
+ 1.3%
$551.42 - $612.93 $38K - $42.3K
5.37K $3M
EMR
Emerson Electric CO

Industrials
406
+ 2.79%
$108.64 - $131.17 $44.1K - $53.3K
15K $1.64M
NKE
Nike, Inc.

Consumer Cyclical
181
+ 0.64%
$63.29 - $81.72 $11.5K - $14.8K
28.4K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
69
+ 0.42%
$190.26 - $242.06 $13.1K - $16.7K
16.7K $3.17M
GOOGL
Alphabet Inc.

Communication Services
381
+ 1.93%
$154.33 - $206.19 $58.8K - $78.6K
20.2K $3.12M
GOOG
Alphabet Inc.

Communication Services
201
+ 0.89%
$156.06 - $207.71 $31.4K - $41.7K
22.9K $3.57M
MSFT
Microsoft Corp

Technology
62
+ 0.3%
$375.39 - $447.2 $23.3K - $27.7K
20.9K $7.85M
NVDA
Nvidia Corp

Technology
1.11K
+ 2.49%
$106.98 - $149.43 $119K - $166K
45.7K $4.96M
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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