Pittenger & Anderson Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.47 Billion distributed in 435 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fiserv Inc with a value of $366M, Vanguard Large Cap ETF with a value of $88.5M, Invesco Qqq Trust, Series 1 with a value of $78.8M, Vanguard Mid Cap ETF with a value of $68.4M, and Vanguard Small Cap ETF with a value of $60.1M.

Examining the 13F form we can see an decrease of $27M in the current position value, from $2.5B to 2.47B.

Below you can find more details about Pittenger & Anderson Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.47 Billion
ETFs: $706 Million
Technology: $705 Million
Financial Services: $273 Million
Industrials: $219 Million
Healthcare: $172 Million
Consumer Cyclical: $149 Million
Consumer Defensive: $98.4 Million
Communication Services: $80.7 Million
Other: $68 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 435
  • Current Value $2.47 Billion
  • Prior Value $2.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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