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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 | -21.93% | -16.07% | 95,589.9 | Software | |
VV | Vanguard Large Cap ETF | 329,993 | 84,818.1 | +0.62% | 3.110 | +0.02% | 0.220 | +11.33% | +6.46% | 38,346.7 | ||
QQQ | INVESCO QQQ Trust | 153,172 | 71,825.2 | -0.61% | 2.630 | -0.02% | 0.020 | +17.77% | +8.19% | 354,290.8 | ||
VO | Vanguard Mid-Cap ETF | 264,902 | 68,509.0 | +2.28% | 2.510 | +0.06% | 0.090 | +8.62% | +6.83% | 75,148.2 | ||
VB | Vanguard Small Cap ETF | 251,387 | 55,745.0 | +0.55% | 2.040 | +0.01% | 0.090 | +7.22% | -0.65% | 57,262.3 | ||
AAPL | Apple Inc | 232,897 | 51,733.5 | -2.43% | 1.900 | -0.05% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
COST | Costco Wholesale Corp | 54,314 | 51,369.1 | -0.83% | 1.880 | -0.02% | 0.010 | +4.81% | +8.30% | 439,015.7 | Retail - Defensive | |
MSFT | Microsoft Corp | 123,978 | 46,540.2 | -0.35% | 1.710 | -0.01% | 0.000 | +32.75% | +18.46% | 3,697,021.6 | Software | |
AMZN | Amazon.com Inc | 201,445 | 38,326.9 | -1.35% | 1.400 | -0.02% | 0.000 | +15.31% | 0% | 2,329,121.6 | Retail - Cyclical | |
MDY | S&P MidCap 400 ETF | 70,075 | 37,383.4 | +1.32% | 1.370 | +0.02% | 0.170 | +6.53% | +0.02% | 22,838.4 |
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 | $221.02 | 12.67% | Reduce -94.57% | 4,239 | -73,898 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.40% | 142.64 ($148.84) 156.42 | $132.04 | -11.29% | Reduce -85.74% | 12,104 | -72,754 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.36% | 828.4 ($951.01) 1058.6 | $1,339.13 | 40.81% | Add 275.35% | 14,192 | 10,411 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.32% | 200.51 ($218.93) 237.79 | $172.41 | -21.25% | Reduce -1.47% | 2,879,531 | -43,048 | |
DHR | Danaher Corp | 2025-03-31 | Reduce Reduce | -0.27% | 201.62 ($218.33) 250.59 | $197.54 | -9.52% | Reduce -47.98% | 35,528 | -32,770 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +0.24% | 96.87 ($107.47) 114 | $124.01 | 15.39% | Add 10954.01% | 66,103 | 65,505 | |
NEE | NextEra Energy Inc | 2025-03-31 | Reduce Reduce | -0.22% | 66.96 ($70.58) 76.16 | $69.42 | -1.64% | Reduce -81.18% | 19,259 | -83,093 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.22% | 106.98 ($126.74) 149.43 | $157.99 | 24.66% | Add 59.3% | 148,557 | 55,299 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.12% | 136.53 ($162.31) 186.74 | $149.58 | -7.84% | 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 | $707.75 | 17.62% | Add 39.81% | 21,522 | 6,128 |
PITTENGER & ANDERSON INC Total Holding History ($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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