$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UL | New | UNILEVER PLCspon adr new | $3,000,000 | – | 49,700 | +100.0% | 0.17% | – |
| VTRS | New | VIATRIS INC | $242,000 | – | 12,904 | +100.0% | 0.01% | – |
| TBF | New | PROSHARES TRshrt 20+yr tre | $69,000 | – | 4,400 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $59,000 | – | 500 | +100.0% | 0.00% | – |
| 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% | – |
| MGNI | New | MAGNITE INC | $31,000 | – | 1,000 | +100.0% | 0.00% | – |
| EOSE | New | EOS ENERGY ENTERPRISES INC | $23,000 | – | 1,100 | +100.0% | 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% | – |
| 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% | – |
| 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% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $2,000 | – | 90 | +100.0% | 0.00% | – |
| RKT | New | ROCKET COS INC | $8,000 | – | 400 | +100.0% | 0.00% | – |
| FSLY | New | FASTLY INCcl a | $2,000 | – | 22 | +100.0% | 0.00% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $1,000 | – | 27 | +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.