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SITTNER & NELSON, LLC

13F
SITTNER & NELSON, LLC
Last update 2025-05-13 499 Stocks (30 new)
Value $234.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(16.07%)BRK.B(13.39%)MSFT(3.35%)BRK.A(2.73%)MINT(2.48%)
Summary Stock Picks Current Portfolio
SITTNER & NELSON, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
169,585
37,670.0
+0.41%
16.070
+0.07%
0.000
-16.79%
-19.56%
3,001,503.6
Hardware
BRK.B 		Berkshire Hathaway Inc
58,927
31,383.3
-1.06%
13.390
-0.12%
0.000
-2.30%
+10.75%
1,083,087.8
Insurance
MSFT 		Microsoft Corp
20,921
7,853.5
+0.30%
3.350
+0.01%
0.000
+15.90%
+9.38%
3,413,470.1
Software
BRK.A 		Berkshire Hathaway Inc
8
6,387.5
0%
2.730
0%
0.000
-2.85%
+10.57%
1,082,729.5
Insurance
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
57,700
5,805.8
+6.21%
2.480
+0.14%
0.040
+0.98%
+1.80%
13,216.1
 
CGDV 		Capital Group Dividend Value ETF
151,936
5,415.0
+6.58%
2.310
+0.14%
0.040
+0.33%
+5.22%
16,284.0
 
NVDA 		NVIDIA Corp
45,747
4,958.1
+2.49%
2.120
+0.05%
0.000
+12.71%
+4.85%
3,433,402.2
Semiconductors
SBUX 		Starbucks Corp
47,843
4,692.9
+0.47%
2.000
+0.01%
0.000
-26.57%
-6.31%
95,957.6
Restaurants
CVX 		Chevron Corp
27,659
4,627.0
+0.08%
1.970
0%
0.000
-12.77%
-3.41%
236,786.6
Oil & Gas
SYK 		Stryker Corp
11,723
4,363.8
-0.54%
1.860
-0.01%
0.000
-1.05%
+6.13%
145,698.4
Medical Devices & Instruments

SITTNER & NELSON, LLC's Historical Top Holdings Breakdowns

SITTNER & NELSON, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGXU 		Capital Group International Focus Equity ETF2025-03-31Add
+0.21%
●
24.48 ($25.57) 26.59
$26.52
3.72%
Add 36.16%
76,691
20,365
MINO 		PIMCO Municipal Income Opportunities Active Exchange-Traded Fund2025-03-31New Buy
+0.18%
●
44.44 ($45.18) 45.83
$44.06
-2.48%
New holding
9,647
9,647
CGUS 		Capital Group Core Equity ETF2025-03-31Add
+0.15%
●
33.08 ($35.13) 36.62
$35.02
-0.31%
Add 16.09%
76,918
10,661
CGDV 		Capital Group Dividend Value ETF2025-03-31Add
+0.14%
●
34.95 ($36.32) 37.36
$36.94
1.69%
Add 6.58%
151,936
9,381
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2025-03-31Add
+0.14%
●
100.32 ($100.52) 100.76
$100.51
-0.01%
Add 6.21%
57,700
3,373
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.12%
●
442.66 ($486.15) 534.52
$502.56
3.38%
Reduce -1.06%
58,927
-632
SUN 		Sunoco LP2025-03-31New Buy
+0.12%
●
51.29 ($56.6) 59.25
$55.48
-1.97%
New holding
5,000
5,000
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.12%
●
271.18 ($290.53) 303.12
$290.15
-0.13%
Add 104.13%
2,027
1,034
CCI 		Crown Castle Inc2025-03-31Add
+0.11%
●
84.33 ($93.37) 106.39
$99.83
6.92%
Add 164.41%
3,781
2,351
CGGO 		Capital Group Global Growth Equity ETF2025-03-31Add
+0.10%
●
28.33 ($29.71) 30.84
$30.49
2.63%
Add 41.54%
28,015
8,222

SITTNER & NELSON, LLC Total Holding History ($B)

To

SITTNER & NELSON, LLC's Asset Allocation

To

SITTNER & NELSON, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SITTNER & NELSON, LLC's Hypothetical Growth since 2025-03-31

SITTNER & NELSON, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SITTNER & NELSON, LLC's Holdings Heat Map

Size field:

SITTNER & NELSON, LLC's Holdings Bubble Chart

SITTNER & NELSON, LLC News

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