Sittner & Nelson, LLC Reduced Holdings in Q2 2025

Sittner & Nelson, LLC

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.69K
- 2.87%
$483.48 - $539.8 $818K - $913K
57.2K $27.8M
AAPL
Apple Inc.

Technology
-515
- 0.3%
$172.42 - $223.89 $88.8K - $115K
169K $34.7M
CVX
Chevron Corp

Energy
-20
- 0.07%
$133.73 - $168.51 $2.67K - $3.37K
27.6K $3.96M
AMGN
Amgen Inc

Healthcare
-183
- 2.46%
$262.28 - $309.85 $48K - $56.7K
7.25K $2.02M
WY
Weyerhaeuser CO

Real Estate
-1.92K
- 3.18%
$24.69 - $29.48 $47.4K - $56.6K
58.4K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
-905
- 44.65%
$243.75 - $303.93 $221K - $275K
1.12K $341K
LASR
Nlight, Inc.

Technology
-26.8K
- 98.89%
$6.44 - $19.68 $173K - $527K
300 $5K
STX
Seagate Technology Holdings PLC

Technology
-3K
- 75.95%
$66.54 - $144.33 $200K - $433K
950 $137K
JNJ
Johnson & Johnson

Healthcare
-24
- 0.17%
$146.36 - $159.82 $3.51K - $3.84K
13.8K $2.11M
EIX
Edison International

Utilities
-2K
- 31.81%
$48.32 - $59.92 $96.6K - $120K
4.29K $221K
EPD
Enterprise Products Partners L.P.

Energy
-600
- 3.28%
$28.95 - $34.22 $17.4K - $20.5K
17.7K $547K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-2.6K
- 5.82%
N/A
42.1K $1.07M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-500
- 3.79%
$28.49 - $33.82 $14.2K - $16.9K
12.7K $377K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.29K
- 26.85%
$53.65 - $67.02 $69.2K - $86.5K
3.51K $235K
VZ
Verizon Communications Inc

Communication Services
-350
- 2.29%
$41.67 - $45.62 $14.6K - $16K
14.9K $645K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-249
- 84.98%
$152.93 - $181.74 $38.1K - $45.3K
44 $7K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.17%
$285.55 - $321.23 $5.71K - $6.42K
1.69K $494K
MDT
Medtronic PLC

Healthcare
-166
- 2.24%
$80.68 - $88.86 $13.4K - $14.8K
7.25K $632K
GILD
Gilead Sciences, Inc.

Healthcare
-200
- 2.34%
$96.91 - $113.0 $19.4K - $22.6K
8.33K $923K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-813
- 18.02%
$36.25 - $42.28 $29.5K - $34.4K
3.7K $156K
PSX
Phillips 66

Energy
-69
- 5.66%
$92.87 - $125.73 $6.41K - $8.68K
1.15K $137K
PNW
Pinnacle West Capital Corp

Utilities
-100
- 40.0%
$88.3 - $95.43 $8.83K - $9.54K
150 $13K
ALC
Alcon Inc

Healthcare
-20
- 1.59%
$82.88 - $98.3 $1.66K - $1.97K
1.24K $109K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-80
- 15.66%
$152.42 - $182.82 $12.2K - $14.6K
431 $78K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-261
- 41.89%
$23.66 - $29.99 $6.18K - $7.83K
362 $10K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-269
- 35.49%
$23.2 - $29.84 $6.24K - $8.03K
489 $14K
TCBK
Trico Bancshares

Financial Services
-148
- 1.5%
$35.9 - $41.52 $5.31K - $6.14K
9.75K $394K
Linde PLC New Shs Isin#Ie000 S9 Ys762
-200
- 4.97%
N/A
3.82K $0
Grail Inc Com
-37
- 3.85%
N/A
924 $0
Dimensional ETF Tr Ultrashort Fixed Income ETF
-48
- 41.74%
N/A
67 $0
PLTR
Palantir Technologies Inc.

Technology
-100
- 16.67%
$74.01 - $144.25 $7.4K - $14.4K
500 $68K
USB
Us Bancorp \De\

Financial Services
-211
- 0.91%
$36.4 - $45.76 $7.68K - $9.66K
23K $1.04M
ILMN
Illumina, Inc.

Healthcare
-325
- 5.52%
$70.3 - $95.41 $22.8K - $31K
5.57K $531K
NVS
Novartis Ag

Healthcare
-112
- 1.31%
$101.96 - $121.01 $11.4K - $13.6K
8.42K $1.02M
BA
Boeing CO

Industrials
-250
- 6.6%
$136.59 - $217.51 $34.1K - $54.4K
3.54K $741K
WFC
Wells Fargo & Company

Financial Services
-299
- 2.04%
$60.98 - $80.12 $18.2K - $24K
14.4K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 1.17%
$908.13 - $1056.85 $46.3K - $53.9K
4.31K $4.27M
TRMB
Trimble Inc.

Technology
-595
- 2.91%
$55.12 - $75.98 $32.8K - $45.2K
19.9K $1.51M
DIS
Walt Disney CO

Communication Services
-33
- 0.37%
$81.72 - $124.01 $2.7K - $4.09K
8.83K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.13%
$221.86 - $362.89 $1.33K - $2.18K
4.72K $1.5M
GOOG
Alphabet Inc.

Communication Services
-189
- 0.83%
$146.58 - $180.01 $27.7K - $34K
22.7K $4.02M
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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