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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 | -20.48% | -19.42% | 91,769.9 | Software | |
VV | Vanguard Large Cap ETF | 329,993 | 84,818.1 | +0.62% | 3.110 | +0.02% | 0.220 | +17.54% | +7.34% | 40,254.5 | ||
QQQ | INVESCO QQQ Trust | 153,172 | 71,825.2 | -0.61% | 2.630 | -0.02% | 0.020 | +22.10% | +8.69% | 355,935.0 | ||
VO | Vanguard Mid-Cap ETF | 264,902 | 68,509.0 | +2.28% | 2.510 | +0.06% | 0.090 | +16.29% | +7.74% | 79,383.2 | ||
VB | Vanguard Small Cap ETF | 251,387 | 55,745.0 | +0.55% | 2.040 | +0.01% | 0.090 | +18.12% | +1.59% | 60,849.6 | ||
AAPL | Apple Inc | 232,897 | 51,733.5 | -2.43% | 1.900 | -0.05% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
COST | Costco Wholesale Corp | 54,314 | 51,369.1 | -0.83% | 1.880 | -0.02% | 0.010 | +0.85% | +6.16% | 430,319.1 | Retail - Defensive | |
MSFT | Microsoft Corp | 123,978 | 46,540.2 | -0.35% | 1.710 | -0.01% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 201,445 | 38,326.9 | -1.35% | 1.400 | -0.02% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
MDY | S&P MidCap 400 ETF | 70,075 | 37,383.4 | +1.32% | 1.370 | +0.02% | 0.170 | +16.82% | +2.27% | 23,352.4 |
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 | $219.24 | 11.76% | Reduce -94.57% | 4,239 | -73,898 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.40% | 142.64 ($148.84) 156.42 | $135.26 | -9.12% | Reduce -85.74% | 12,104 | -72,754 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.36% | 828.4 ($951.01) 1058.6 | $1,245.11 | 30.93% | Add 275.35% | 14,192 | 10,411 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.32% | 200.51 ($218.93) 237.79 | $165.52 | -24.40% | Reduce -1.47% | 2,879,531 | -43,048 | |
DHR | Danaher Corp | 2025-03-31 | Reduce Reduce | -0.27% | 201.62 ($218.33) 250.59 | $204.85 | -6.17% | Reduce -47.98% | 35,528 | -32,770 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +0.24% | 96.87 ($107.47) 114 | $119.87 | 11.54% | Add 10954.01% | 66,103 | 65,505 | |
NEE | NextEra Energy Inc | 2025-03-31 | Reduce Reduce | -0.22% | 66.96 ($70.58) 76.16 | $74.40 | 5.41% | Reduce -81.18% | 19,259 | -83,093 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.22% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Add 59.3% | 148,557 | 55,299 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.12% | 136.53 ($162.31) 186.74 | $162.00 | -0.19% | 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 | $704.95 | 17.15% | Add 39.81% | 21,522 | 6,128 |
PITTENGER & ANDERSON INC Total Holding History ($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 % |
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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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