Sittner & Nelson, LLC Portfolio Holdings
Sittner & Nelson, LLC
- $225 Million
- Q4 2024
Sittner & Nelson, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $225 Million distributed in 493 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.3M, Berkshire Hathaway Inc Class B with a value of $27M, Microsoft Corp with a value of $8.79M, Nvidia Corp with a value of $5.99M, and Berkshire Hathaway Inc with a value of $5.45M.
Examining the 13F form we can see an increase of $6.69M in the current position value, from $219M to 225M.
Sittner & Nelson, LLC is based out at Eugene, OR
Below you can find more details about Sittner & Nelson, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$225 Million
Technology: $65 Million
Financial Services: $43.3 Million
ETFs: $25.2 Million
Healthcare: $21.1 Million
Industrials: $17.8 Million
Consumer Cyclical: $14.3 Million
Communication Services: $11.8 Million
Consumer Defensive: $8.65 Million
Other: $15.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 493
- Current Value $225 Million
- Prior Value $219 Million
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 81 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks