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Home > Institutional Investor > Sittner & Nelson, Llc > 13F Holdings

Instuitional Investor - Sittner & Nelson, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 154,183 $44,614,394 14.04%
2.
T Rowe Price Exchange-Traded
 267,640 $11,736,022 3.69%
3.
Nvidia Corp
 NVDA 52,444 $10,493,433 3.3%
4.
Capital Group Dividend Value
 205,742 $10,138,985 3.19%
5.
Pimco Etf Trust
 MINT 81,262 $8,192,066 2.58%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.