$1.85 Billion is the total value of PITTENGER & ANDERSON INC's 399 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WST | New | WEST PHARMACEUTICAL SVSC INC | $2,006,000 | – | 7,120 | +100.0% | 0.11% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $1,413,000 | – | 20,365 | +100.0% | 0.08% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $232,000 | – | 1,575 | +100.0% | 0.01% | – |
| CVX | New | CHEVRON CORP NEW | $224,000 | – | 2,135 | +100.0% | 0.01% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $209,000 | – | 2,355 | +100.0% | 0.01% | – |
| APA | New | APA CORPORATION | $179,000 | – | 9,985 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $124,000 | – | 1,723 | +100.0% | 0.01% | – |
| GXC | New | SPDR INDEX SHS FDSs&p china etf | $92,000 | – | 700 | +100.0% | 0.01% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $47,000 | – | 2,000 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $37,000 | – | 577 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $40,000 | – | 700 | +100.0% | 0.00% | – |
| DNMR | New | DANIMER SCIENTIFIC INC | $28,000 | – | 752 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $21,000 | – | 196 | +100.0% | 0.00% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $24,000 | – | 900 | +100.0% | 0.00% | – |
| FSK | New | FS KKR CAP CORP | $15,000 | – | 745 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC | $18,000 | – | 135 | +100.0% | 0.00% | – |
| WERN | New | WERNER ENTERPRISES INC | $14,000 | – | 300 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $2,000 | – | 25 | +100.0% | 0.00% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $0 | – | 1 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $2,000 | – | 25 | +100.0% | 0.00% | – |
| DD | New | DUPONT DE NEMOURS INC | $6,000 | – | 83 | +100.0% | 0.00% | – |
| OUST | New | OUSTER INC | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $3,000 | – | 93 | +100.0% | 0.00% | – |
| IBND | New | SPDR SER TRblombrg brc intl | $0 | – | 10 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $5,000 | – | 83 | +100.0% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP | $3,000 | – | 6 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $5,000 | – | 54 | +100.0% | 0.00% | – |
| GME | New | GAMESTOP CORP NEWcl a | $2,000 | – | 10 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,000 | – | 27 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $1,000 | – | 25 | +100.0% | 0.00% | – |
| SHLS | New | SHOALS TECHNOLOGIES GROUP INcl a | $9,000 | – | 250 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $4,000 | – | 83 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $3,000 | – | 24 | +100.0% | 0.00% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $0 | – | 17 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI & CO | $3,000 | – | 14 | +100.0% | 0.00% | – |
| BMBL | New | BUMBLE INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $7,000 | – | 50 | +100.0% | 0.00% | – |
| BAC | New | BK OF AMERICA CORP | $4,000 | – | 100 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,000 | – | 5 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-12
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.