PITTENGER & ANDERSON INC
RIA/Wealth
PITTENGER & ANDERSON INC is a RIA/Wealth based in Lincoln, NE led by Daniel L Anderson, reporting $3.3B in AUM as of Q3 2025 with FI as the largest holding (14% allocation).
ChairmanDaniel L Anderson
- Portfolio Value
- $2.7B
- Positions
- 454
- Top Holding
- FI at 13.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PITTENGER & ANDERSON INC's portfolio (35.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Information Technology Services Technology | $371.0M | 13.61% | -$587.3K Sold | 0.53% 2.9M shares | |
ETF ETF | $103.4M | 3.79% | +$1.4M Bought | — 335.7K shares | |
ETF ETF | $91.2M | 3.35% | +$138.7K Bought | — 151.9K shares | |
ETF ETF | $80.1M | 2.94% | +$1.3M Bought | — 272.6K shares | |
ETF ETF | $65.0M | 2.38% | +$1.1M Bought | — 255.6K shares | |
Software - Infrastructure Technology | $63.1M | 2.31% | +$358.4K Bought | 0.00% 121.8K shares | |
Internet Content & Information Communication Services | $57.4M | 2.11% | -$795.7K Sold | 0.00% 236.2K shares | |
Consumer Electronics Technology | $56.5M | 2.07% | +$108.7K Bought | 0.00% 221.7K shares | |
Discount Stores Consumer Defensive | $48.1M | 1.76% | +$3.7K Bought | 0.01% 51.9K shares | |
Specialty Retail Consumer Cyclical | $43.5M | 1.59% | +$28.3K Bought | 0.00% 198.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PITTENGER & ANDERSON INC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PITTENGER & ANDERSON INC
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