$1.76 Billion is the total value of PITTENGER & ANDERSON INC's 376 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 15.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VO | Buy | VANGUARD INDEX FDSmid cap etf | $34,149,000 | +19.0% | 165,156 | +1.5% | 1.94% | +5.7% |
IWM | Buy | ISHARES TRrussell 2000 etf | $28,607,000 | +54.1% | 145,908 | +17.7% | 1.62% | +37.0% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $27,426,000 | +48.2% | 140,876 | +17.1% | 1.56% | +31.6% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $23,857,000 | +27.4% | 56,814 | +2.8% | 1.35% | +13.1% |
ACN | Buy | ACCENTURE PLC IRELAND | $22,996,000 | +17.3% | 88,036 | +1.5% | 1.30% | +4.2% |
HON | Buy | HONEYWELL INTL INC | $20,945,000 | +33.1% | 98,474 | +3.0% | 1.19% | +18.2% |
CRM | Buy | SALESFORCE COM INC | $20,777,000 | -11.3% | 93,367 | +0.1% | 1.18% | -21.3% |
NKE | Buy | NIKE INCcl b | $20,024,000 | +14.7% | 141,543 | +1.8% | 1.14% | +1.9% |
V | Buy | VISA INC | $19,805,000 | +10.9% | 90,547 | +1.4% | 1.12% | -1.6% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $19,270,000 | +21.0% | 10,995 | +1.2% | 1.09% | +7.5% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $18,664,000 | +6.4% | 52,288 | +0.8% | 1.06% | -5.4% |
COST | Buy | COSTCO WHSL CORP NEW | $17,767,000 | +8.2% | 47,154 | +2.0% | 1.01% | -3.8% |
BLK | Buy | BLACKROCK INC | $16,860,000 | +30.6% | 23,367 | +2.0% | 0.96% | +16.0% |
AMT | Buy | AMERICAN TOWER CORP NEW | $16,117,000 | -4.1% | 71,805 | +3.3% | 0.91% | -14.8% |
ZTS | Buy | ZOETIS INCcl a | $16,008,000 | +2.3% | 96,728 | +2.2% | 0.91% | -9.2% |
NOW | Buy | SERVICENOW INC | $15,722,000 | +16.6% | 28,564 | +2.8% | 0.89% | +3.6% |
IDXX | Buy | IDEXX LABS INC | $15,077,000 | +27.9% | 30,161 | +0.6% | 0.86% | +13.5% |
UNP | Buy | UNION PAC CORP | $14,693,000 | +8.7% | 70,564 | +2.8% | 0.83% | -3.5% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $14,564,000 | +18.7% | 404,434 | +3.5% | 0.83% | +5.5% |
FB | Buy | FACEBOOK INCcl a | $14,134,000 | +6.2% | 51,743 | +1.8% | 0.80% | -5.6% |
ISRG | Buy | INTUITIVE SURGICAL INC | $13,854,000 | +19.4% | 16,934 | +3.5% | 0.79% | +6.1% |
MSCI | Buy | MSCI INC | $13,090,000 | +31.9% | 29,316 | +5.4% | 0.74% | +17.0% |
TJX | Buy | TJX COS INC NEW | $12,750,000 | +27.4% | 186,697 | +3.8% | 0.72% | +13.1% |
CME | Buy | CME GROUP INC | $12,576,000 | +14.6% | 69,082 | +5.3% | 0.71% | +1.7% |
SPGI | Buy | S&P GLOBAL INC | $12,542,000 | -6.5% | 38,153 | +2.6% | 0.71% | -16.9% |
CB | Buy | CHUBB LIMITED | $12,311,000 | +35.3% | 79,982 | +2.1% | 0.70% | +20.1% |
WM | Buy | WASTE MGMT INC DEL | $12,225,000 | +9.0% | 103,667 | +4.6% | 0.69% | -3.2% |
CTAS | Buy | CINTAS CORP | $11,034,000 | +11.9% | 31,218 | +5.4% | 0.63% | -0.6% |
LOW | Buy | LOWES COS INC | $10,958,000 | -0.4% | 68,268 | +2.9% | 0.62% | -11.5% |
RMD | Buy | RESMED INC | $10,888,000 | +29.4% | 51,223 | +4.4% | 0.62% | +15.1% |
NSC | Buy | NORFOLK SOUTHN CORP | $10,802,000 | +11.1% | 45,462 | +0.0% | 0.61% | -1.3% |
APD | Buy | AIR PRODS & CHEMS INC | $10,647,000 | -2.2% | 38,969 | +6.7% | 0.60% | -13.1% |
UNH | Buy | UNITEDHEALTH GROUP INC | $10,638,000 | +13.3% | 30,334 | +0.7% | 0.60% | +0.5% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $10,335,000 | +15.0% | 190,515 | +15.9% | 0.59% | +2.1% |
PEP | Buy | PEPSICO INC | $10,251,000 | +7.6% | 69,124 | +0.6% | 0.58% | -4.4% |
HD | Buy | HOME DEPOT INC | $10,201,000 | -3.9% | 38,404 | +0.5% | 0.58% | -14.6% |
JNJ | Buy | JOHNSON & JOHNSON | $10,153,000 | +7.7% | 64,515 | +1.9% | 0.58% | -4.3% |
CLX | Buy | CLOROX CO DEL | $9,734,000 | -2.8% | 48,207 | +1.1% | 0.55% | -13.8% |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $9,583,000 | +15.5% | 185,570 | +15.3% | 0.54% | +2.6% |
ROP | Buy | ROPER TECHNOLOGIES INC | $9,584,000 | +17.3% | 22,233 | +7.5% | 0.54% | +4.2% |
GS | Buy | GOLDMAN SACHS GROUP INC | $9,504,000 | +34.0% | 36,038 | +2.1% | 0.54% | +19.0% |
EFA | Buy | ISHARES TRmsci eafe etf | $9,364,000 | +16.5% | 128,348 | +1.6% | 0.53% | +3.5% |
TRV | Buy | TRAVELERS COMPANIES INC | $9,278,000 | +30.7% | 66,095 | +0.7% | 0.53% | +16.1% |
NEE | Buy | NEXTERA ENERGY INC | $8,956,000 | +11.2% | 116,088 | +300.0% | 0.51% | -1.2% |
NFLX | Buy | NETFLIX INC | $8,618,000 | +15.0% | 15,938 | +6.4% | 0.49% | +2.3% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $8,598,000 | +18.4% | 280,520 | +3.4% | 0.49% | +5.2% |
NDAQ | Buy | NASDAQ INC | $8,451,000 | +9.8% | 63,669 | +1.5% | 0.48% | -2.4% |
AMGN | Buy | AMGEN INC | $8,263,000 | -8.5% | 35,938 | +1.2% | 0.47% | -18.7% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $8,095,000 | +1.4% | 137,782 | +2.6% | 0.46% | -10.0% |
VEEV | Buy | VEEVA SYS INC | $8,028,000 | -1.9% | 29,489 | +1.3% | 0.46% | -13.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $7,937,000 | -2.3% | 49,858 | +2.2% | 0.45% | -13.3% |
DIS | Buy | DISNEY WALT CO | $7,760,000 | +55.2% | 42,828 | +6.3% | 0.44% | +37.9% |
MS | Buy | MORGAN STANLEY | $7,719,000 | +63.2% | 112,632 | +15.1% | 0.44% | +45.0% |
IYW | Buy | ISHARES TRu.s. tech etf | $7,712,000 | +13.0% | 90,640 | +300.0% | 0.44% | +0.2% |
MCD | Buy | MCDONALDS CORP | $7,638,000 | -1.3% | 35,595 | +1.0% | 0.43% | -12.3% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $7,355,000 | +22.9% | 107,880 | +0.0% | 0.42% | +9.2% |
PG | Buy | PROCTER AND GAMBLE CO | $6,953,000 | +6.2% | 49,972 | +6.1% | 0.39% | -5.7% |
CHD | Buy | CHURCH & DWIGHT INC | $6,699,000 | -3.0% | 76,802 | +4.3% | 0.38% | -13.8% |
ECL | Buy | ECOLAB INC | $6,474,000 | +14.6% | 29,923 | +5.9% | 0.37% | +1.7% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $6,316,000 | +101.9% | 13,560 | +91.3% | 0.36% | +79.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $6,269,000 | +27.8% | 35,579 | +1.1% | 0.36% | +13.7% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $6,238,000 | +3.6% | 100,565 | +0.7% | 0.35% | -7.8% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $6,217,000 | +29.4% | 54,450 | +100.0% | 0.35% | +15.0% |
TTD | Buy | THE TRADE DESK INC | $6,214,000 | +65.9% | 7,758 | +7.4% | 0.35% | +47.3% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,139,000 | +16.8% | 122,518 | +0.8% | 0.35% | +3.9% |
LIN | Buy | LINDE PLC | $5,810,000 | +12.9% | 22,050 | +2.1% | 0.33% | +0.3% |
ASML | Buy | ASML HOLDING N V | $5,404,000 | +118.3% | 11,081 | +65.3% | 0.31% | +94.3% |
JPM | Buy | JPMORGAN CHASE & CO | $5,401,000 | +43.8% | 42,506 | +9.0% | 0.31% | +27.5% |
DHR | Buy | DANAHER CORPORATION | $5,198,000 | +18.2% | 23,401 | +14.6% | 0.30% | +5.0% |
RSG | Buy | REPUBLIC SVCS INC | $5,103,000 | +4.5% | 52,990 | +1.3% | 0.29% | -7.4% |
CAT | Buy | CATERPILLAR INC | $4,928,000 | +23.0% | 27,075 | +0.7% | 0.28% | +9.4% |
WMT | Buy | WALMART INC | $4,799,000 | +6.4% | 33,293 | +3.2% | 0.27% | -5.6% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $4,712,000 | +21.0% | 91,199 | +3.2% | 0.27% | +7.2% |
TXN | Buy | TEXAS INSTRS INC | $4,698,000 | +17.9% | 28,622 | +2.6% | 0.27% | +4.7% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,650,000 | +12.8% | 12,437 | +1.0% | 0.26% | +0.4% |
MELI | Buy | MERCADOLIBRE INC | $4,436,000 | +57.4% | 2,648 | +1.7% | 0.25% | +40.0% |
NVDA | Buy | NVIDIA CORPORATION | $4,300,000 | -3.4% | 8,234 | +0.1% | 0.24% | -14.1% |
TROW | Buy | PRICE T ROWE GROUP INC | $3,962,000 | +31.0% | 26,172 | +10.9% | 0.22% | +16.6% |
ETN | Buy | EATON CORP PLC | $3,845,000 | +21.6% | 32,005 | +3.2% | 0.22% | +7.9% |
MDT | Buy | MEDTRONIC PLC | $3,851,000 | +16.2% | 32,875 | +3.1% | 0.22% | +2.8% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,831,000 | +28.0% | 44,390 | +100.0% | 0.22% | +13.6% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $3,716,000 | +32.9% | 45,700 | +100.0% | 0.21% | +17.9% |
DOV | Buy | DOVER CORP | $3,697,000 | +20.3% | 29,285 | +3.2% | 0.21% | +7.1% |
PFE | Buy | PFIZER INC | $3,382,000 | +2.2% | 91,875 | +1.9% | 0.19% | -9.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $3,173,000 | +12.0% | 4,318 | +6.2% | 0.18% | -0.6% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,015,000 | +68.1% | 33,877 | +29.0% | 0.17% | +48.7% |
UL | New | UNILEVER PLCspon adr new | $3,000,000 | – | 49,700 | +100.0% | 0.17% | – |
AIZ | Buy | ASSURANT INC | $2,912,000 | +16.9% | 21,375 | +4.1% | 0.16% | +3.8% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $2,861,000 | +5.8% | 34,360 | +3.8% | 0.16% | -6.4% |
HRL | Buy | HORMEL FOODS CORP | $2,821,000 | -1.9% | 60,515 | +2.9% | 0.16% | -13.0% |
AFL | Buy | AFLAC INC | $2,752,000 | +27.7% | 61,880 | +4.4% | 0.16% | +13.0% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,756,000 | +8.3% | 5,511 | +6.2% | 0.16% | -4.3% |
MKC | Buy | MCCORMICK & CO INC | $2,719,000 | +4.1% | 28,437 | +111.3% | 0.15% | -7.8% |
KMB | Buy | KIMBERLY-CLARK CORP | $2,703,000 | -5.1% | 20,050 | +4.0% | 0.15% | -15.9% |
KO | Buy | COCA COLA CO | $2,521,000 | +16.6% | 45,966 | +4.9% | 0.14% | +3.6% |
MMM | Buy | 3M CO | $2,353,000 | +14.6% | 13,461 | +5.0% | 0.13% | +1.5% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $2,295,000 | +11.1% | 14,955 | +4.9% | 0.13% | -1.5% |
ROST | Buy | ROSS STORES INC | $2,046,000 | +45.0% | 16,663 | +10.2% | 0.12% | +28.9% |
LRCX | Buy | LAM RESEARCH CORP | $1,541,000 | +71.2% | 3,263 | +20.2% | 0.09% | +52.6% |
SHOP | Buy | SHOPIFY INCcl a | $1,399,000 | +81.0% | 1,236 | +63.5% | 0.08% | +61.2% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,092,000 | +19.0% | 9,470 | +3.2% | 0.06% | +5.1% |
NOC | Buy | NORTHROP GRUMMAN CORP | $1,032,000 | -0.9% | 3,386 | +2.6% | 0.06% | -10.6% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,046,000 | +19.3% | 2,948 | +28.9% | 0.06% | +5.4% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $997,000 | +20.8% | 13,800 | +300.0% | 0.06% | +7.5% |
BA | Buy | BOEING CO | $791,000 | +42.0% | 3,695 | +9.6% | 0.04% | +25.0% |
TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $582,000 | +26.8% | 2,799 | +0.7% | 0.03% | +13.8% |
IBB | Buy | ISHARES TRnasdaq biotech | $514,000 | +15.2% | 3,391 | +3.0% | 0.03% | +3.6% |
ZS | Buy | ZSCALER INC | $377,000 | +93.3% | 1,887 | +36.0% | 0.02% | +75.0% |
ESGD | Buy | ISHARES TResg aw msci eafe | $343,000 | +43.5% | 4,691 | +24.8% | 0.02% | +26.7% |
SUSA | Buy | ISHARES TRmsci usa esg slc | $292,000 | +17.3% | 3,542 | +109.3% | 0.02% | +6.2% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $297,000 | +330.4% | 1,400 | +180.0% | 0.02% | +325.0% |
TSLA | Buy | TESLA INC | $257,000 | +99.2% | 364 | +21.3% | 0.02% | +87.5% |
VTRS | New | VIATRIS INC | $242,000 | – | 12,904 | +100.0% | 0.01% | – |
ATVI | Buy | ACTIVISION BLIZZARD INC | $253,000 | +16.6% | 2,725 | +1.9% | 0.01% | 0.0% |
ESGU | Buy | ISHARES TResg awr msci usa | $247,000 | +61.4% | 2,869 | +43.1% | 0.01% | +40.0% |
MDB | Buy | MONGODB INCcl a | $193,000 | +503.1% | 538 | +289.9% | 0.01% | +450.0% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $171,000 | +16.3% | 2,437 | +2.6% | 0.01% | +11.1% |
ESGE | Buy | ISHARES INCesg awr msci em | $156,000 | +50.0% | 3,711 | +27.4% | 0.01% | +28.6% |
AGG | Buy | ISHARES TRcore us aggbd et | $143,000 | +47.4% | 1,212 | +48.2% | 0.01% | +33.3% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $147,000 | +104.2% | 623 | +136.9% | 0.01% | +60.0% |
SHE | Buy | SPDR SER TRssga gnder etf | $142,000 | +22.4% | 1,580 | +4.3% | 0.01% | +14.3% |
ROKU | Buy | ROKU INC | $136,000 | +1411.1% | 411 | +722.0% | 0.01% | +700.0% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $117,000 | +95.0% | 1,840 | +607.7% | 0.01% | +75.0% |
IJR | Buy | ISHARES TRcore s&p scp etf | $100,000 | +81.8% | 1,090 | +39.7% | 0.01% | +50.0% |
DSI | Buy | ISHARES TRmsci kld400 soc | $84,000 | +13.5% | 1,170 | +101.7% | 0.01% | 0.0% |
IVE | Buy | ISHARES TRs&p 500 val etf | $80,000 | +90.5% | 625 | +66.7% | 0.01% | +66.7% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $66,000 | +20.0% | 727 | +5.8% | 0.00% | 0.0% |
TBF | New | PROSHARES TRshrt 20+yr tre | $69,000 | – | 4,400 | +100.0% | 0.00% | – |
SNOW | Buy | SNOWFLAKE INCcl a | $62,000 | +29.2% | 220 | +15.8% | 0.00% | +33.3% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $50,000 | +78.6% | 360 | +71.4% | 0.00% | +50.0% |
MMC | New | MARSH & MCLENNAN COS INC | $59,000 | – | 500 | +100.0% | 0.00% | – |
SPOT | Buy | SPOTIFY TECHNOLOGY S A | $55,000 | +129.2% | 175 | +75.0% | 0.00% | +50.0% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $57,000 | +72.7% | 250 | +38.9% | 0.00% | +50.0% |
BIV | New | VANGUARD BD INDEX FDSintermed term | $51,000 | – | 550 | +100.0% | 0.00% | – |
RIO | New | RIO TINTO PLCsponsored adr | $37,000 | – | 490 | +100.0% | 0.00% | – |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $33,000 | +106.2% | 233 | +89.4% | 0.00% | +100.0% |
MGNI | New | MAGNITE INC | $31,000 | – | 1,000 | +100.0% | 0.00% | – |
F | Buy | FORD MTR CO DEL | $9,000 | +28.6% | 1,005 | +0.5% | 0.00% | – |
FDX | Buy | FEDEX CORP | $15,000 | +66.7% | 58 | +56.8% | 0.00% | 0.0% |
OKTA | Buy | OKTA INCcl a | $14,000 | +366.7% | 56 | +250.0% | 0.00% | – |
EOSE | New | EOS ENERGY ENTERPRISES INC | $23,000 | – | 1,100 | +100.0% | 0.00% | – |
GH | Buy | GUARDANT HEALTH INC | $16,000 | +220.0% | 126 | +207.3% | 0.00% | – |
MKTX | Buy | MARKETAXESS HLDGS INC | $14,000 | +366.7% | 25 | +257.1% | 0.00% | – |
CARR | New | CARRIER GLOBAL CORPORATION | $15,000 | – | 385 | +100.0% | 0.00% | – |
BYND | New | BEYOND MEAT INC | $14,000 | – | 110 | +100.0% | 0.00% | – |
EAGG | Buy | ISHARES TResg awr us agrgt | $20,000 | +33.3% | 359 | +35.5% | 0.00% | 0.0% |
AUPH | New | AURINIA PHARMACEUTICALS INC | $14,000 | – | 1,000 | +100.0% | 0.00% | – |
PFF | New | ISHARES TRpfd and incm sec | $10,000 | – | 250 | +100.0% | 0.00% | – |
IGIB | New | ISHARES TR | $13,000 | – | 210 | +100.0% | 0.00% | – |
SE | New | SEA LTDsponsord ads | $1,000 | – | 7 | +100.0% | 0.00% | – |
PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $8,000 | +166.7% | 325 | +10.2% | 0.00% | – |
HCAT | New | HEALTH CATALYST INC | $1,000 | – | 27 | +100.0% | 0.00% | – |
DAL | New | DELTA AIR LINES INC DEL | $0 | – | 12 | +100.0% | 0.00% | – |
U | New | UNITY SOFTWARE INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
PSNL | New | PERSONALIS INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $1,000 | 0.0% | 15 | +50.0% | 0.00% | – |
KNSL | Buy | KINSALE CAP GROUP INC | $6,000 | 0.0% | 32 | +6.7% | 0.00% | – |
EQIX | Buy | EQUINIX INC | $2,000 | 0.0% | 3 | +50.0% | 0.00% | – |
SUSB | New | ISHARES TResg awre 1 5 yr | $2,000 | – | 90 | +100.0% | 0.00% | – |
AXON | Buy | AXON ENTERPRISE INC | $3,000 | +50.0% | 28 | +16.7% | 0.00% | – |
GMED | Buy | GLOBUS MED INCcl a | $2,000 | +100.0% | 38 | +26.7% | 0.00% | – |
RKT | New | ROCKET COS INC | $8,000 | – | 400 | +100.0% | 0.00% | – |
RGEN | Buy | REPLIGEN CORP | $2,000 | +100.0% | 11 | +37.5% | 0.00% | – |
PRLB | Buy | PROTO LABS INC | $3,000 | +50.0% | 18 | +28.6% | 0.00% | – |
FSLY | New | FASTLY INCcl a | $2,000 | – | 22 | +100.0% | 0.00% | – |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $3,000 | +50.0% | 60 | +50.0% | 0.00% | – |
STAA | Buy | STAAR SURGICAL CO | $3,000 | +200.0% | 35 | +40.0% | 0.00% | – |
CROX | Buy | CROCS INC | $1,000 | – | 10 | +233.3% | 0.00% | – |
PJT | Buy | PJT PARTNERS INC | $4,000 | +33.3% | 50 | +11.1% | 0.00% | – |
COP | Buy | CONOCOPHILLIPS | $6,000 | +100.0% | 151 | +43.8% | 0.00% | – |
QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $1,000 | – | 27 | +100.0% | 0.00% | – |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $3,000 | +200.0% | 17 | +54.5% | 0.00% | – |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $3,000 | +200.0% | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FISERV INC | 42 | Q3 2023 | 34.7% |
VANGUARD MID-CAP VIPERS | 42 | Q3 2023 | 2.5% |
ISHARES TR | 42 | Q3 2023 | 1.8% |
SPDR S&P MIDCAP 400 ETF TRUST | 42 | Q3 2023 | 1.6% |
Microsoft Corporation | 42 | Q3 2023 | 2.2% |
VANGUARD SMALL CAP ETF | 42 | Q3 2023 | 2.4% |
VISA INC | 42 | Q3 2023 | 1.2% |
COSTCO WHSL CORP NEW | 42 | Q3 2023 | 1.6% |
BLACKROCK INC | 42 | Q3 2023 | 1.2% |
UNION PACIFIC CORP | 42 | Q3 2023 | 1.2% |
View PITTENGER & ANDERSON INC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
UNITED STATES EXPLORATION INC | February 12, 2004 | 1,282,818 | 6.8% |
View PITTENGER & ANDERSON INC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-02 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-15 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-10 |
13F-HR | 2021-11-12 |
View PITTENGER & ANDERSON INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.