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PITTENGER & ANDERSON INC13F | |
| PITTENGER & ANDERSON INC | |
| Last update 2025-05-01 | 426 Stocks (24 new) |
| Value $2.73 Bil | Turnover 2 % |
PITTENGER & ANDERSON INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FI | Fiserv Inc | 2,879,531 | 635,886.8 | -1.47% | 23.300 | -0.32% | 0.520 | -20.57% | -19.32% | 91,891.9 | Software | |
VV | Vanguard Large Cap ETF | 329,993 | 84,818.1 | +0.62% | 3.110 | +0.02% | 0.220 | +19.83% | +8.10% | 40,679.5 | ||
QQQ | INVESCO QQQ Trust | 153,172 | 71,825.2 | -0.61% | 2.630 | -0.02% | 0.020 | +26.52% | +10.07% | 357,775.2 | ||
VO | Vanguard Mid-Cap ETF | 264,902 | 68,509.0 | +2.28% | 2.510 | +0.06% | 0.090 | +16.32% | +8.70% | 80,548.8 | ||
VB | Vanguard Small Cap ETF | 251,387 | 55,745.0 | +0.55% | 2.040 | +0.01% | 0.090 | +17.90% | +1.99% | 61,352.9 | ||
AAPL | Apple Inc | 232,897 | 51,733.5 | -2.43% | 1.900 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
COST | Costco Wholesale Corp | 54,314 | 51,369.1 | -0.83% | 1.880 | -0.02% | 0.010 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
MSFT | Microsoft Corp | 123,978 | 46,540.2 | -0.35% | 1.710 | -0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 201,445 | 38,326.9 | -1.35% | 1.400 | -0.02% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MDY | S&P MidCap 400 ETF | 70,075 | 37,383.4 | +1.32% | 1.370 | +0.02% | 0.170 | +15.85% | +2.31% | 23,229.9 |
PITTENGER & ANDERSON INC's Historical Top Holdings Breakdowns
PITTENGER & ANDERSON INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMT | American Tower Corp | 2025-03-31 | Reduce Reduce | -0.49% | 173.46 ($196.17) 217.6 | $224.77 | 14.58% | Reduce -94.57% | 4,239 | -73,898 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.40% | 142.64 ($148.84) 156.42 | $143.24 | -3.76% | Reduce -85.74% | 12,104 | -72,754 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.36% | 828.4 ($951.01) 1058.6 | $1,209.24 | 27.15% | Add 275.35% | 14,192 | 10,411 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.32% | 200.51 ($218.93) 237.79 | $165.74 | -24.30% | Reduce -1.47% | 2,879,531 | -43,048 | |
DHR | Danaher Corp | 2025-03-31 | Reduce Reduce | -0.27% | 201.62 ($218.33) 250.59 | $190.05 | -12.95% | Reduce -47.98% | 35,528 | -32,770 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +0.24% | 96.87 ($107.47) 114 | $121.42 | 12.98% | Add 10954.01% | 66,103 | 65,505 | |
NEE | NextEra Energy Inc | 2025-03-31 | Reduce Reduce | -0.22% | 66.96 ($70.58) 76.16 | $75.95 | 7.61% | Reduce -81.18% | 19,259 | -83,093 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.22% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 59.3% | 148,557 | 55,299 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.12% | 136.53 ($162.31) 186.74 | $168.72 | 3.95% | Reduce -52.22% | 17,496 | -19,119 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Add Add | +0.12% | 524.81 ($601.74) 672.19 | $708.26 | 17.70% | Add 39.81% | 21,522 | 6,128 |
PITTENGER & ANDERSON INC Total Holding History ($B)
PITTENGER & ANDERSON INC's Asset Allocation
PITTENGER & ANDERSON INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PITTENGER & ANDERSON INC's Hypothetical Growth since 2025-03-31
PITTENGER & ANDERSON INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PITTENGER & ANDERSON INC's Holdings Heat Map
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PITTENGER & ANDERSON INC's Holdings Bubble Chart
PITTENGER & ANDERSON INC News
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