Aldebaran Financial Inc. Incresed Positions in Q3 2025

Aldebaran Financial Inc.

  • $99.1 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.54K
+ 6.25%
$202.38 - $256.87 $312K - $396K
26.2K $6.68M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.3K
+ 18.2%
$74.93 - $80.73 $995K - $1.07M
86.3K $6.96M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.2K
+ 18.24%
$72.65 - $78.68 $596K - $645K
53.2K $4.16M
GOOG
Alphabet Inc.

Communication Services
463
+ 4.14%
$175.16 - $255.24 $81.1K - $118K
11.6K $2.83M
NVDA
Nvidia Corp

Technology
1.02K
+ 4.51%
$153.3 - $186.58 $156K - $190K
23.5K $4.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
148
+ 1.94%
$617.65 - $666.84 $91.4K - $98.7K
7.79K $5.19M
MSFT
Microsoft Corp

Technology
365
+ 4.35%
$491.09 - $535.64 $179K - $196K
8.76K $4.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
274
+ 7.85%
$546.99 - $602.2 $150K - $165K
3.76K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 1.14%
$282.78 - $316.06 $37K - $41.4K
11.6K $3.67M
ABBV
Abb Vie Inc.

Healthcare
765
+ 25.04%
$184.85 - $231.54 $141K - $177K
3.82K $884K
WMT
Walmart Inc.

Consumer Defensive
998
+ 4.24%
$94.4 - $104.27 $94.2K - $104K
24.6K $2.53M
LLY
Eli Lilly & CO

Healthcare
319
+ 22.11%
$625.65 - $812.69 $200K - $259K
1.76K $1.34M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.91K
+ 17.88%
$67.1 - $74.29 $128K - $142K
12.6K $926K
LOW
Lowes Companies Inc

Consumer Cyclical
300
+ 7.93%
$215.01 - $273.02 $64.5K - $81.9K
4.09K $1.03M
CAT
Caterpillar Inc

Industrials
237
+ 36.13%
$390.92 - $477.15 $92.6K - $113K
893 $426K
GOOGL
Alphabet Inc.

Communication Services
42
+ 1.99%
$174.36 - $254.72 $7.32K - $10.7K
2.15K $522K
MCD
Mcdonalds Corp

Consumer Cyclical
291
+ 13.32%
$291.67 - $316.99 $84.9K - $92.2K
2.48K $752K
CRWD
Crowd Strike Holdings, Inc.

Technology
326
+ 11.31%
$412.46 - $514.1 $134K - $168K
3.21K $1.57M
UNH
Unitedhealth Group Inc

Healthcare
182
+ 18.61%
$237.77 - $353.61 $43.3K - $64.4K
1.16K $400K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
40
+ 1.01%
$225.11 - $247.9 $9K - $9.92K
3.98K $984K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.1K
+ 12.1%
$72.57 - $74.72 $79.9K - $82.3K
10.2K $758K
SLV
I Shares Silver Trust

ETFs
200
+ 2.82%
$32.73 - $42.5 $6.55K - $8.5K
7.3K $309K
SPMD
Spdr Portfolio

ETFs
625
+ 4.54%
$54.43 - $58.29 $34K - $36.4K
14.4K $822K
COST
Costco Wholesale Corp

Consumer Defensive
95
+ 37.25%
$915.95 - $994.57 $87K - $94.5K
350 $323K
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.24%
$121.35 - $144.54 $607 - $723
2.13K $307K
KO
Coca Cola CO

Consumer Defensive
1.4K
+ 12.23%
$65.67 - $71.67 $91.7K - $100K
12.8K $850K
WM
Waste Management Inc

Industrials
555
+ 5.02%
$213.88 - $237.1 $119K - $132K
11.6K $2.57M
UNP
Union Pacific Corp

Industrials
61
+ 2.23%
$214.91 - $237.16 $13.1K - $14.5K
2.8K $662K
ECL
Ecolab Inc.

Basic Materials
48
+ 3.31%
$259.39 - $285.47 $12.5K - $13.7K
1.5K $410K
ET
Energy Transfer LP

Energy
200
+ 0.93%
$17.11 - $18.16 $3.42K - $3.63K
21.6K $371K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.15%
$274.66 - $395.76 $275 - $396
686 $221K
EMN
Eastman Chemical CO

Basic Materials
642
+ 8.14%
$58.79 - $81.56 $37.7K - $52.4K
8.53K $537K
DIS
Walt Disney CO

Communication Services
150
+ 1.45%
$112.25 - $124.0 $16.8K - $18.6K
10.5K $1.2M
CRM
Salesforce, Inc.

Technology
270
+ 6.47%
$231.66 - $273.65 $62.5K - $73.9K
4.45K $1.05M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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