The Analysis of Aldebaran Financial Inc.'s Holdings
Currently, Aldebaran Financial Inc. holds 77 types of securities in its portfolio with a total value $100.0M. In the most recent quarter, they have increased their positions in SPTM (+13.3K shares, valued at $1.1M), SPYM (+8.2K shares, valued at $642.5K), AAPL (+1.5K shares, valued at $392.9K); decreased their positions in FTNT (-2.5K shares, valued at $211.0K), JNJ (-519 shares, valued at $96.2K), VTI (-203 shares, valued at $66.6K); initiated new positions in PKG (+1.2K shares, valued at $261.5K), PANW (+1.3K shares, valued at $257.2K), DG (+2.3K shares, valued at $237.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL15.5K shares-0.39%2025-09-302025-11-19
SPTM SPDR SERIES TRUST86.3K shares18.20%2025-09-302025-11-19 AAPL APPLE INC26.2K shares6.25%2025-09-302025-11-19 FTNT FORTINET INC70.5K shares-3.44%2025-09-302025-11-19 SPY SPDR S&P 500 ETF TR7.8K shares1.94%2025-09-302025-11-19 MSFT MICROSOFT CORP8.8K shares4.35%2025-09-302025-11-19 NVDA NVIDIA CORPORATION23.5K shares4.51%2025-09-302025-11-19 SPYM SPDR SERIES TRUST53.2K shares18.24%2025-09-302025-11-19 JPM JPMORGAN CHASE & CO.11.6K shares1.14%2025-09-302025-11-19 GOOG ALPHABET INC11.6K shares4.14%2025-09-302025-11-19 WM WASTE MGMT INC DEL11.6K shares5.02%2025-09-302025-11-19 WMT WALMART INC24.6K shares4.24%2025-09-302025-11-19 META META PLATFORMS INC3.3K shares-1.06%2025-09-302025-11-19 QQQ INVESCO QQQ TR3.8K shares7.85%2025-09-302025-11-19 PG PROCTER AND GAMBLE CO12.1K shares-3.17%2025-09-302025-11-19 CRWD CROWDSTRIKE HLDGS INC3.2K shares11.31%2025-09-302025-11-19 LLY ELI LILLY & CO1.8K shares22.11%2025-09-302025-11-19 LNG CHENIERE ENERGY INC5.5K shares-3.82%2025-09-302025-11-19 DIS DISNEY WALT CO10.5K shares1.45%2025-09-302025-11-19 NSC NORFOLK SOUTHN CORP4.0K shares-4.80%2025-09-302025-11-19 CRM SALESFORCE INC4.4K shares6.47%2025-09-302025-11-19 LOW LOWES COS INC4.1K shares7.93%2025-09-302025-11-19 QQQM INVESCO EXCH TRADED FD TR II4.0K shares1.01%2025-09-302025-11-19 JNJ JOHNSON & JOHNSON5.2K shares-9.15%2025-09-302025-11-19 VTI VANGUARD INDEX FDS2.9K shares-6.54%2025-09-302025-11-19 XSMO INVESCO EXCHANGE TRADED FD T12.6K shares17.88%2025-09-302025-11-19 ABBV ABBVIE INC3.8K shares25.04%2025-09-302025-11-19 KO COCA COLA CO12.8K shares12.23%2025-09-302025-11-19 HD HOME DEPOT INC2.1K shares-1.52%2025-09-302025-11-19 SPMD SPDR SERIES TRUST14.4K shares4.54%2025-09-302025-11-19 SPSM SPDR SERIES TRUST17.0K shares-0.70%2025-09-302025-11-19 COHR COHERENT CORP7.3K shares-2.68%2025-09-302025-11-19 BND VANGUARD BD INDEX FDS10.2K shares12.10%2025-09-302025-11-19 MCD MCDONALDS CORP2.5K shares13.32%2025-09-302025-11-19 NOC NORTHROP GRUMMAN CORP1.2K shares20.94%2025-09-302025-11-19 VYM VANGUARD WHITEHALL FDS4.8K shares-0.62%2025-09-302025-11-19 UNP UNION PAC CORP2.8K shares2.23%2025-09-302025-11-19 SOFI SOFI TECHNOLOGIES INC24.2K shares-4.00%2025-09-302025-11-19 XOM EXXON MOBIL CORP5.6K shares-2.38%2025-09-302025-11-19 FHN FIRST HORIZON CORPORATION27.3K shares-3.46%2025-09-302025-11-19 PHM PULTE GROUP INC4.6K shares-2.45%2025-09-302025-11-19 MPC MARATHON PETE CORP3.1K shares0.00%2025-09-302025-11-19 SCHD SCHWAB STRATEGIC TR21.5K shares-0.11%2025-09-302025-11-19 VZ VERIZON COMMUNICATIONS INC12.4K shares-8.91%2025-09-302025-11-19 EMN EASTMAN CHEM CO8.5K shares8.14%2025-09-302025-11-19 GOOGL ALPHABET INC2.1K shares1.99%2025-09-302025-11-19 TSLA TESLA INC1.1K shares-4.09%2025-09-302025-11-19 DLR DIGITAL RLTY TR INC2.7K shares-8.04%2025-09-302025-11-19 CAT CATERPILLAR INC893 shares36.13%2025-09-302025-11-19 DUK DUKE ENERGY CORP NEW3.4K shares-2.83%2025-09-302025-11-19 ECL ECOLAB INC1.5K shares3.31%2025-09-302025-11-19 UNH UNITEDHEALTH GROUP INC1.2K shares18.61%2025-09-302025-11-19 XLK SELECT SECTOR SPDR TR1.4K shares-1.05%2025-09-302025-11-19 VYMI VANGUARD WHITEHALL FDS4.6K shares-0.30%2025-09-302025-11-19 RF REGIONS FINANCIAL CORP NEW14.4K shares-0.37%2025-09-302025-11-19 PLTR PALANTIR TECHNOLOGIES INC2.0K shares-3.98%2025-09-302025-11-19 ET ENERGY TRANSFER L P21.6K shares0.93%2025-09-302025-11-19 TFC TRUIST FINL CORP7.7K shares-5.88%2025-09-302025-11-19 IWF ISHARES TR694 shares0.00%2025-09-302025-11-19 COST COSTCO WHSL CORP NEW350 shares37.25%2025-09-302025-11-19 DIA SPDR DOW JONES INDL AVERAGE693 shares-1.42%2025-09-302025-11-19 USHY ISHARES TR8.5K shares0.00%2025-09-302025-11-19 SLV ISHARES SILVER TR7.3K shares2.82%2025-09-302025-11-19 TJX TJX COS INC NEW2.1K shares0.24%2025-09-302025-11-19 SBUX STARBUCKS CORP3.3K shares-11.41%2025-09-302025-11-19 PKG PACKAGING CORP AMER1.2K sharesnew addition2025-09-302025-11-19 PANW PALO ALTO NETWORKS INC1.3K sharesnew addition2025-09-302025-11-19 KR KROGER CO3.8K shares-1.95%2025-09-302025-11-19 FDX FEDEX CORP1.1K shares-4.55%2025-09-302025-11-19 DG DOLLAR GEN CORP NEW2.3K sharesnew addition2025-09-302025-11-19 VOO VANGUARD INDEX FDS368 sharesnew addition2025-09-302025-11-19 SO SOUTHERN CO2.4K shares-4.08%2025-09-302025-11-19 ELV ELEVANCE HEALTH INC FORMERLY686 shares0.15%2025-09-302025-11-19 IXN ISHARES TR2.1K sharesnew addition2025-09-302025-11-19 FDVV FIDELITY COVINGTON TRUST3.8K sharesnew addition2025-09-302025-11-19 TOWN TOWNEBANK PORTSMOUTH VA6.0K shares0.00%2025-09-302025-11-19 MDY SPDR S&P MIDCAP 400 ETF TR340 sharesnew addition2025-09-302025-11-19 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available