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| Happy Holidays!! thanks for using AUM13F!! |
| Sittner & Nelson LLC
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| CRD # | 309757 |
| SEC # | 801-119243 |
| CIK # | 0001846138 |
| AUM | $900.0 M (2025-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 541-636-4001 |
| Address | 497 Oakway Road Eugene, OR 97401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.7 | ||
| Microsoft Corp | 10.4 | ||
| Nvidia Corp | 8.1 | ||
| Aerovironment Inc | 5.0 | ||
| Stryker Corp | 4.6 | ||
| Starbucks Corp | 4.5 | ||
| Costco Wholesale Corp /NEW | 4.3 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Alphabet Inc | 4.0 | ||
| Chevron Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 159.1 |
| (b) Individuals (high net worth individuals) | 156 | 670.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 68.7 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,472 | 900.0 |
| By Discretionary | ||
| Discretionary | 1,467 | 895.9 |
| Non-Discretionary | 5 | 4.1 |
| Total | 1,472 | 900.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.0 | |
| United States Persons | 889.0 | |
| Total | 1,472 | 900.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846138] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gould Asset Management LLC
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|
CA | 0.9 |
|
Armbruster Capital Management Inc
✚
|
NY | 0.9 |
|
Minneapolis Portfolio Management Group LLC
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|
MN | 0.9 |
|
ASB Consultores LLC
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|
FL | 0.9 |
|
Archer Investment Corporation
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|
IN | 0.9 |
|
Syverson Strege & Company
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|
IA | 0.9 |
|
Strid Group LLC
✚
|
PA | 0.9 |
|
Mengis Capital Management Inc
✚
|
OR | 0.9 |
|
Nippon Value Investors KK
✚
|
0.9 | |
|
The Mosaic Financial Group LLC
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|
IL | 0.9 |