Portfolio (Quarterly)
Guide ↗
PITTENGER & ANDERSON INC
· CIK 0001034886| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 429.0 | $80K | 0.00% | — | — | $185.52 | -11.5% |
| 282 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 2,750.0 | $76K | 0.00% | NEW | — | $27.62 | -0.8% |
| 283 | QQQE | DIREXION SHS ETF TR | — | 735.0 | $75K | 0.00% | NEW | — | $102.31 | +16.8% |
| 284 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 5,560.0 | $75K | 0.00% | NEW | — | $13.40 | -25.5% |
| 285 | XLY | SELECT SECTOR SPDR TR | — | 620.0 | $74K | 0.00% | +320.0 | +106.7% | $119.41 | -3.3% |
| 286 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 900.0 | $74K | 0.00% | NEW | — | $82.02 | -25.4% |
| 287 | IWR | ISHARES TR | — | 766.0 | $74K | 0.00% | — | — | $96.27 | +11.7% |
| 288 | VTV | VANGUARD INDEX FDS | — | 373.0 | $71K | 0.00% | +232.0 | +164.5% | $190.99 | +13.1% |
| 289 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 1,325.0 | $69K | 0.00% | NEW | — | $52.44 | +1.2% |
| 290 | VEEV | VEEVA SYS INC | Healthcare | 300.0 | $67K | 0.00% | -715.0 | -70.4% | $223.23 | -26.8% |
| 291 | VBK | VANGUARD INDEX FDS | — | 217.0 | $66K | 0.00% | — | — | $302.11 | +15.9% |
| 292 | PYPL | PAYPAL HLDGS INC | Financial Services | 1,100.0 | $64K | 0.00% | -100.0 | -8.3% | $58.38 | -27.9% |
| 293 | RACE | FERRARI N V | Consumer Cyclical | 172.0 | $64K | 0.00% | -2K | -91.6% | $369.56 | -4.1% |
| 294 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 875.0 | $61K | 0.00% | — | — | $69.31 | +21.1% |
| 295 | LPX | LOUISIANA PAC CORP | Basic Materials | 728.0 | $59K | 0.00% | — | — | $80.76 | -6.8% |
| 296 | COP | CONOCOPHILLIPS | Energy | 626.0 | $59K | 0.00% | -15.0 | -2.3% | $93.61 | +18.8% |
| 297 | EXC | EXELON CORP | Utilities | 1,337.0 | $58K | 0.00% | — | — | $43.59 | +4.5% |
| 298 | SONY | SONY GROUP CORP | Technology | 2,265.0 | $58K | 0.00% | -2K | -41.5% | $25.60 | -20.9% |
| 299 | VTEB | VANGUARD MUN BD FDS | — | 1,081.0 | $54K | 0.00% | NEW | — | $50.29 | -0.0% |
| 300 | BOC | BOSTON OMAHA CORP | Communication Services | 4,250.0 | $53K | 0.00% | NEW | — | $12.37 | +5.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.4%
Financial Services
25.5%
Industrials
13.1%
Consumer Cyclical
8.2%
Healthcare
7.4%
Communication Services
7.1%
Consumer Defensive
4.6%
Basic Materials
1.7%
Energy
1.2%
Utilities
0.7%