Investor Details
| Filer Name: | PITTENGER & ANDERSON INC |
|---|---|
| CIK: | 1034886 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-31 |
| Number of Holdings: | 435 |
| Portfolio Value: | $2.75B |
Pittenger & Anderson Inc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| FI | US | FISERV INC | 2,922,579 | $600M | 21.81% | -0.3% | - |
| VV | US | VANGUARD LARGE-CAP ETF | 327,970 | $88M | 3.21% | 2.1% | - |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 154,117 | $79M | 2.86% | -3.8% | - |
| VO | US | VANGUARD MID-CAP ETF | 258,987 | $68M | 2.48% | 1.8% | - |
| VB | US | VANGUARD SMALL-CAP ETF | 250,010 | $60M | 2.18% | 1.0% | - |
| AAPL | US | APPLE INC | 238,701 | $60M | 2.17% | -1.9% | - |
| MSFT | US | MICROSOFT CORP | 124,412 | $52M | 1.90% | -1.5% | - |
| COST | US | COSTCO WHOLESALE CORP | 54,768 | $50M | 1.82% | -3.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 241,019 | $46M | 1.66% | 0.7% | - |
| AMZN | US | AMAZON.COM INC | 204,202 | $45M | 1.63% | 0.2% | - |
| MDY | US | SPDR S&P MIDCAP 400 ETF TRST | 69,163 | $39M | 1.43% | 0.0% | - |
| IWM | US | ISHARES RUSSELL 2000 ETF | 176,914 | $39M | 1.42% | -1.2% | - |
| VOO | US | VANGUARD S&P 500 ETF | 65,989 | $36M | 1.29% | 1.5% | - |
| NOW | US | SERVICENOW INC | 31,908 | $34M | 1.23% | 1.4% | - |
| V | US | VISA INC-CLASS A SHARES | 105,000 | $33M | 1.21% | 0.1% | - |
| SCHF | US | SCHWAB INTL EQUITY ETF | 1,767,606 | $33M | 1.19% | 105.6% | - |
| ACN | US | ACCENTURE PLC-CL A | 91,728 | $32M | 1.17% | 0.5% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 59,491 | $31M | 1.13% | -0.3% | - |
| CTAS | US | CINTAS CORP | 166,089 | $30M | 1.10% | -1.7% | - |
| CRM | US | SALESFORCE INC | 86,162 | $29M | 1.05% | 0.5% | - |