$776 Million is the total value of PITTENGER & ANDERSON INC's 411 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | New | VANGUARD INDEX FDSlarge cap etf | $2,098,000 | – | 22,035 | +100.0% | 0.27% | – |
| AMGN | New | AMGEN INC | $1,167,000 | – | 7,300 | +100.0% | 0.15% | – |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $269,000 | – | 10,000 | +100.0% | 0.04% | – |
| GLW | New | CORNING INC | $224,000 | – | 9,865 | +100.0% | 0.03% | – |
| BCS | New | BARCLAYS PLCadr | $219,000 | – | 15,000 | +100.0% | 0.03% | – |
| TSLA | New | TESLA MTRS INC | $184,000 | – | 975 | +100.0% | 0.02% | – |
| URI | New | UNITED RENTALS INC | $113,000 | – | 1,245 | +100.0% | 0.02% | – |
| RPV | New | RYDEX ETF TRUSTgug s&p500 pu va | $105,000 | – | 1,940 | +100.0% | 0.01% | – |
| MU | New | MICRON TECHNOLOGY INC | $43,000 | – | 1,600 | +100.0% | 0.01% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $32,000 | – | 403 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC | $28,000 | – | 160 | +100.0% | 0.00% | – |
| USO | New | UNITED STATES OIL FUND LPunits | $25,000 | – | 1,500 | +100.0% | 0.00% | – |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $24,000 | – | 250 | +100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $13,000 | – | 200 | +100.0% | 0.00% | – |
| LEG | New | LEGGETT & PLATT INC | $12,000 | – | 265 | +100.0% | 0.00% | – |
| ITM | New | MARKET VECTORS ETF TRmktvec intmuetf | $17,000 | – | 705 | +100.0% | 0.00% | – |
| HPT | New | HOSPITALITY PPTYS TR | $14,000 | – | 420 | +100.0% | 0.00% | – |
| PZA | New | POWERSHARES GLOBAL ETF TRinsur natl mun | $17,000 | – | 655 | +100.0% | 0.00% | – |
| FIS | New | FIDELITY NATL INFORMATION | $12,000 | – | 179 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $7,000 | – | 115 | +100.0% | 0.00% | – |
| GALE | New | GALENA BIOPHARMA INC | $6,000 | – | 4,500 | +100.0% | 0.00% | – |
| AMTD | New | TD AMERITRADE HLDG CORP | $8,000 | – | 205 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $8,000 | – | 200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-12
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 | 2024-05-02 |
| 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 |
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.