Fund HoldingsSITTNER & NELSON, LLC

Total Portfolio Value
$187.10M
Total Bought
$8.26M
Total Sold
$11.41M
Net Transaction
-$3.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC COM(AAPL)0171,293+171,293032,97917.63%+32,979
MICROSOFT CORP COM(MSFT)021,807+21,80708,2004.38%+8,200
BERKSHIRE HATHAWAY INC DEL CL B NEW61,19262,407+1,21521,43622,25811.90%+823
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
SHS CREAT UNIT
102,764117,550+14,7862,7203,5081.87%+788
JPMORGAN CHASE & CO COM(JPM)015,612+15,61202,6561.42%+2,656
COSTCO WHOLESALE CORP NEW COM(COST)04,686+4,68603,0931.65%+3,093
NIKE INC CL B(NKE)027,862+27,86203,0251.62%+3,025
INTEL CORP COM(INTC)35,99832,953-3,0451,2801,6560.89%+376
FASTENAL CO COM(FAST)035,538+35,53802,3021.23%+2,302
AMAZON COM INC COM(AMZN)017,331+17,33102,6331.41%+2,633
STRYKER CORP COMMON(SYK)011,881+11,88103,5581.90%+3,558
BOEING CO COM(BA)04,036+4,03601,0520.56%+1,052
WEYERHAEUSER CO COM(WY)065,531+65,53102,2791.22%+2,279
SPDR S&P 500 ETF TR TR UNIT(SPY)05,540+5,54002,6331.41%+2,633
FIDELITY COVINGTON TR ENHANCED LARGE CAP VALUE ETF
ENHANCED LARGE
09,595+9,59502580.14%+258
AEROVIRONMENT INC COM17,34317,34301,9342,1861.17%+252
VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS011,286+11,28601,0610.57%+1,061
GREENBRIER COS INC COM(GBX)052,840+52,84002,3341.25%+2,334
NVIDIA CORP COM(NVDA)04,525+4,52502,2411.20%+2,241
EDWARDS LIFESCIENCES CORP COM024,275+24,27501,8510.99%+1,851
STARBUCKS CORP COM(SBUX)041,599+41,59903,9942.13%+3,994
COLUMBIA BKG SYS INC COM(COLB)040,825+40,82501,0890.58%+1,089
US BANCORP DEL COM NEW(USB)022,614+22,61409790.52%+979
ALPHABET INC CL A(GOOG)19,78219,78202,5892,7631.48%+175
CAPITAL GROUP INTL FOCUS EQUITY ETF SHS CREATION UNIT
SHS CREAT UNIT
032,369+32,36907730.41%+773
TIMKEN CO COM(TKR)021,931+21,93101,7580.94%+1,758
VERTEX PHARMACEUTICALS INC COM(VRTX)298598+3001042430.13%+140
AMGEN INC COM(AMGN)7,5437,523-202,0272,1671.16%+140
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
SHS CREAT UNIT
021,111+21,11105970.32%+597
ALPHABET INC CAP STK CL C(GOOG)24,36123,761-6003,2123,3491.79%+137
SNOWFLAKE INC CL A(SNOW)02,594+2,59405160.28%+516
LINDE PLC NEW SHS ISIN#IE000S9YS762(LIN)04,137+4,13701,6990.91%+1,699
HOME DEPOT INC COM(HD)02,554+2,55408850.47%+885
AGILENT TECHNOLOGIES INC COM(A)04,073+4,07305660.30%+566
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
SHS CREAT UNIT
12,60014,850+2,2503094190.22%+111
TRICO BANCSHARES COM(TCBK)09,887+9,88704250.23%+425
GSK PLC SPONSORED ADR NEW(GSK)5,4198,103+2,6841963000.16%+104
WELLS FARGO & CO NEW COM(WFC)017,121+17,12108430.45%+843
CATERPILLAR INS COM(CAT)3,2383,329+918849840.53%+100
NLIGHT INC COM(LASR)030,109+30,10904060.22%+406
INVESCO QQQ TR UNIT SER 101,900+1,90007780.42%+778
T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF
PRICE BLUE CHIP
13,56514,910+1,3453684610.25%+93
RTX CORP COM(RTX)03,990+3,99003360.18%+336
VANGUARD INDEX FDS S&P 500 ETF SHS NEW2,0152,01507918800.47%+89
SHERWIN-WILLIAMS CO COM(SHW)01,515+1,51504720.25%+472
TIMKENSTEEL CORP COM48,22048,22001,0471,1310.60%+83
BANK AMER CORP COM015,586+15,58605250.28%+525
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS CREATION UNIT
SHS CREAT UNIT
9,55011,650+2,1002193000.16%+81
AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082(AXTA)013,200+13,20004480.24%+448
UNION PAC CORP COM(UNP)1,6461,669+233354100.22%+75
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115(MDT)08,280+8,28006820.36%+682
PPG INDS INC COM(PPG)03,578+3,57805350.29%+535
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP(NVO)5,0605,06004605230.28%+63
KINDER MORGAN INC DEL COM(KMI)014,016+14,01602470.13%+247
MICRON TECHNOLOGY INC COM(MU)2,4162,611+1951642230.12%+58
CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137(CRSP)03,597+3,59702250.12%+225
META PLATFORMS INC CL A(META)2,3412,141-2007037580.41%+55
MCDONALDS CORP COM(MCD)01,744+1,74405170.28%+517
CROWN CASTLE INC COM(CCI)0775+7750890.05%+89
LAM RESH CORP COM(LRCX)0328+32802570.14%+257
DUTCH BROS INC CL A(BROS)05,795+5,79501840.10%+184
PRICE T ROWE GROUP INC COM(TROW)1,6432,053+4101722210.12%+49
MODERNA INC COM(MRNA)01,090+1,09001080.06%+108
MUELLER INDS INC COM(MLI)01,000+1,0000470.03%+47
SPDR GOLD TR GOLD SHS(GLD)02,370+2,37004530.24%+453
CSX CORP COM(CSX)09,465+9,46503280.18%+328
LILLY ELI & CO COM(LLY)1,0031,00305395850.31%+46
FAIR ISAAC CORPORATION COM(FICO)15015001301750.09%+44
CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084(CP)01,100+1,1000870.05%+87
HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF
LONG TERM GROWER
014,890+14,89003080.16%+308
DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF
SELECT FINL
020,233+20,23306120.33%+612
VISA INC COM CL A(V)01,250+1,25003250.17%+325
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS(AB)01,200+1,2000370.02%+37
UNIVERSAL CORP VA COM(UVV)01,634+1,63401100.06%+110
KEYSIGHT TECHNOLOGIES INC COM(KEYS)01,222+1,22201940.10%+194
NGL ENERGY PARTNERS LP(NGL)018,750+18,75001040.06%+104
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)01,598+1,59802610.14%+261
ASML HOLDING NV ADR
N Y REGISTRY SHS
040+400300.02%+30
APPLIED MATLS INC COM0677+67701100.06%+110
ADVANCED MICRO DEVICES INC COM(AMD)01,371+1,37102020.11%+202
COCA COLA CO COM(KO)09,834+9,83405800.31%+580
FREEPORT-MCMORAN INC CL B(FCX)02,648+2,64801130.06%+113
SPDR SER TR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
0565+5650280.01%+28
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF978990+122082350.13%+27
VERIZON COMMUNICATIONS INC COM(VZ)015,786+15,78605950.32%+595
ISHARES TR CORE S&P 500 ETF055+550260.01%+26
LOWES COS INC COM(LOW)0349+3490780.04%+78
SPDR SER TR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
01,040+1,04001410.08%+141
CIGNA GROUP COM(CI)0326+3260980.05%+98
SOUTHERN CO COM(SO)04,246+4,24602980.16%+298
MARATHON PETE CORP COM(MPC)604770+166911140.06%+23
PG&E CORP COM(PCG)01,248+1,2480230.01%+23
GENERAL ELEC CO COM NEW(GE)1,3171,31701461680.09%+22
DUKE ENERGY CORP NEW COM NEW(DUK)02,551+2,55102480.13%+248
PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF
ENHAN SHRT MA AC
6,4056,643+2386416630.35%+21
VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF01,027+1,02701850.10%+185
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
0559+5590390.02%+39
ROYCE VALUE TR INC COM(RVT)010,594+10,59401540.08%+154
TECHNIPFMC LIMITED REGISTERED SHS ISIN#GB00BDSFG982(FTI)01,017+1,0170200.01%+20
MORGAN STANLEY COM NEW(MS)0510+5100480.03%+48
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