Fund HoldingsSITTNER & NELSON, LLC

Total Portfolio Value
$203.09M
Total Bought
$7.61M
Total Sold
$16.10M
Net Transaction
-$8.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC COM(AAPL)0169,818+169,818035,76717.61%+35,767
NVIDIA CORP COM(NVDA)4,42944,061+39,6324,0025,4432.68%+1,441
PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF
ENHAN SHRT MA AC
018,238+18,23801,8360.90%+1,836
ALPHABET INC CAP STK CL C(GOOG)24,06222,862-1,2003,6644,1932.06%+530
ALPHABET INC CL A(GOOG)20,14719,543-6043,0413,5601.75%+519
COSTCO WHOLESALE CORP NEW COM(COST)4,4444,405-393,2563,7451.84%+489
MICROSOFT CORP COM(MSFT)21,20021,049-1518,9199,4084.63%+489
AEROVIRONMENT INC COM17,14317,043-1002,6283,1051.53%+477
AMGEN INC COM(AMGN)07,388+7,38802,3081.14%+2,308
CARRIER GLOBAL CORP COM(CARR)03,037+3,03701920.09%+192
INVESCO QQQ TR UNIT SER 11,9102,110+2008481,0110.50%+163
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
SHS CREAT UNIT
120,721123,386+2,6653,9234,0722.00%+148
LILLY ELI & CO COM(LLY)1,0031,006+37809110.45%+131
UNITED PARCEL SVC INC CL B(UPS)02,966+2,96604060.20%+406
TESLA INC COM(TSLA)05,068+5,06801,0030.49%+1,003
ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089(AZN)010,975+10,97508560.42%+856
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
SHS CREAT UNIT
28,56530,545+1,9808909850.49%+95
SELECT SECTOR SPDR TR TECHNOLOGY
ST STR TECHN ETF
0425+4250960.05%+96
SCHWAB STRATEGIC TR INTL DIVID EQUITY ETF03,937+3,9370930.05%+93
T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF
PRICE BLUE CHIP
15,51016,310+8005486320.31%+84
CROWN CASTLE INC COM(CCI)01,427+1,42701390.07%+139
SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF02,226+2,2260780.04%+78
ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF0867+8670770.04%+77
AMAZON COM INC COM(AMZN)17,21116,391-8203,1053,1681.56%+63
NOVARTIS AG SPONSORED ADR(NVS)08,769+8,76909340.46%+934
GE VERNOVA INC COM(GEV)0324+3240560.03%+56
VANGUARD INDEX FDS VANGUARD GROWTH ETF0238+2380890.04%+89
ORACLE CORP COM(ORCL)1,6761,849+1732112610.13%+51
SOLVENTUM CORP COM(SOLV)0952+9520500.02%+50
DUTCH BROS INC CL A(BROS)05,395+5,39502230.11%+223
INTUITIVE SURGICAL INC COM NEW95995903834270.21%+44
HARBOR ETF TR HARBOR INTL COMPOUNDERS ETF
INTERNATNAL COMP
3,0074,552+1,545821260.06%+44
SELECT SECTOR SPDR TR FINANCIAL
ST STR FINL ETF
01,014+1,0140420.02%+42
VANGUARD INDEX FDS S&P 500 ETF SHS NEW2,0822,08201,0011,0410.51%+40
JPMORGAN CHASE & CO COM(JPM)14,81714,872+552,9683,0081.48%+40
FAIR ISAAC CORPORATION COM(FICO)0150+15002230.11%+223
MICRON TECHNOLOGY INC COM(MU)2,6112,61103083430.17%+36
COCA COLA CO COM(KO)9,83410,001+1676026370.31%+35
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050(SHEL)06,182+6,18204460.22%+446
LAM RESH CORP COM(LRCX)32832803193490.17%+31
VERTEX PHARMACEUTICALS INC COM(VRTX)0598+59802800.14%+280
BANK AMER CORP COM15,58615,589+35916200.31%+29
TRICO BANCSHARES COM(TCBK)09,892+9,89203910.19%+391
WELLS FARGO & CO NEW COM(WFC)16,85116,787-649779970.49%+20
APPLIED MATLS INC COM67767701401600.08%+20
KINDER MORGAN INC DEL COM(KMI)012,816+12,81602550.13%+255
HP INC COM(HPQ)04,025+4,02501410.07%+141
CASSAVA SCIENCES INC COM02,800+2,8000350.02%+35
ADOBE SYS INC COM(ADBE)0256+25601420.07%+142
META PLATFORMS INC CL A(META)2,1412,097-441,0401,0580.52%+18
UNILEVER PLC SPON ADR NEW ISIN#US9047677045(UL)03,626+3,62601990.10%+199
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR(TSM)0100+1000170.01%+17
NATERA INC COM(NTRA)1,0001,0000911080.05%+17
KLA CORP COM(KLAC)1271270891050.05%+16
GRAIL INC COM(GRAL)0994+9940150.01%+15
RTX CORP COM(RTX)03,540+3,54003550.17%+355
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
SHS CREAT UNIT
16,21016,21005195330.26%+15
QUALCOMM INC COM(QCOM)0475+4750950.05%+95
PHILIP MORRIS INTL INC COM(PM)01,418+1,41801440.07%+144
GARMIN LTD SHS ISIN#CH0114405324(GRMN)94794701411540.08%+13
NEXTERA ENERGY INC COM(NEE)03,776+3,77602670.13%+267
HEWLETT PACKARD ENTERPRISE CO COM(HPE)03,728+3,7280790.04%+79
GAMESTOP CORP NEW CL A(GME)0900+9000220.01%+22
HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF
LONG TERM GROWER
20,03019,000-1,0304704810.24%+10
VERIZON COMMUNICATIONS INC COM(VZ)011,239+11,23904630.23%+463
IRON MTN INC NEW COM(IRM)01,026+1,0260920.05%+92
XCEL ENERGY INC COM(XEL)0169+169090.00%+9
DUKE ENERGY CORP NEW COM NEW(DUK)02,551+2,55102560.13%+256
NORTHROP GRUMMAN CORP(NOC)020+20090.00%+9
PALANTIR TECHNOLOGIES INC CL A(PLTR)0750+7500190.01%+19
REGENERON PHARMACEUTICALS INC COM(REGN)095+9501000.05%+100
ASML HLDG N V N Y REGISTRY SHS NEW 2012
N Y REGISTRY SHS
16016001551640.08%+8
SERVICENOW INC COM(NOW)022+220170.01%+17
ALCON SA ACT NOM ISIN#CH0432492467(ALC)01,258+1,25801120.06%+112
L3HARRIS TECHNOLOGIES INC COM(LHX)0112+1120250.01%+25
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF99099002572650.13%+8
GENERAL DYNAMICS CORP COM(GD)0237+2370690.03%+69
ELECTRONIC ARTS INC COM(EA)01,110+1,11001550.08%+155
KNIFE RIV CORP COM(KNF)0810+8100570.03%+57
GOLDMAN SACHS GROUP INC COM(GS)0207+2070940.05%+94
CORNING INC COM(GLW)01,164+1,1640450.02%+45
NETFLIX INC COM(NFLX)400370-302432500.12%+7
MERCURY GEN CORP NEW COM(MCY)3,9803,98002052110.10%+6
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088(BUD)0100+100060.00%+6
FIRST SOLAR INC COM(FSLR)0100+1000230.01%+23
ISHARES TR CORE S&P 500 ETF063+630340.02%+34
ISHARES TR CORE S&P TOTAL U S STK MKT ETF1,5701,57001811860.09%+5
LOCKHEED MARTIN CORP COM(LMT)0447+44702090.10%+209
MAG SILVER CORP COM ISIN#CA55903Q104605,000+5,0000580.03%+58
AMERICAN EXPRESS CO COM(AXP)1,3201,321+13013060.15%+5
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)1,7481,960+2123343390.17%+5
NOVAVAX INC COM NEW(NVAX)0650+650080.00%+8
XYLEM INC COM(XYL)0800+80001090.05%+109
FEDEX CORP COM(FDX)0502+50201510.07%+151
WALMART INC COM(WMT)6,9176,217-7004164210.21%+5
MOTOROLA SOLUTIONS INC COM NEW(MSI)0142+1420550.03%+55
CIRRUS LOGIC INC COM(CRUS)0120+1200150.01%+15
SOUNDHOUND AI INC ORDINARY SHARES A(SOUN)01,000+1,000040.00%+4
KIMBERLY-CLARK CORP COM(KMB)0417+4170580.03%+58
SHOPIFY INC CL A ISIN#CA82509L1076(SHOP)0794+7940520.03%+52
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