Aldebaran Financial Inc. Reduced Holdings in Q1 2025

Aldebaran Financial Inc.

  • $81.3 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-408
- 1.66%
$209.68 - $247.1 $85.5K - $101K
24.2K $5.38M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-9.11K
- 51.73%
$36.63 - $37.45 $334K - $341K
8.5K $312K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.38K
- 1.97%
$67.03 - $74.61 $92.2K - $103K
68.6K $4.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.14%
$551.42 - $612.93 $5.51K - $6.13K
7.14K $3.99M
TSLA
Tesla, Inc.

Consumer Cyclical
-55
- 4.68%
$222.15 - $428.22 $12.2K - $23.6K
1.12K $290K
PHM
Pultegroup Inc

Consumer Cyclical
-1.16K
- 19.08%
$101.09 - $118.51 $117K - $137K
4.9K $503K
DIS
Walt Disney CO

Communication Services
-73
- 0.69%
$96.87 - $114.0 $7.07K - $8.32K
10.5K $1.03M
SOFI
So Fi Technologies, Inc.

Financial Services
-215
- 0.68%
$11.18 - $18.03 $2.4K - $3.88K
31.6K $367K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-707
- 3.94%
$40.03 - $46.81 $28.3K - $33.1K
17.3K $703K
LOW
Lowes Companies Inc

Consumer Cyclical
-15
- 0.39%
$222.66 - $268.42 $3.34K - $4.03K
3.84K $894K
FDX
Fedex Corp

Industrials
-20
- 1.79%
$230.33 - $281.53 $4.61K - $5.63K
1.1K $268K
FHN
First Horizon Corp

Financial Services
-29
- 0.1%
$17.7 - $22.43 $513 - $650
28.3K $549K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2
- 0.29%
$408.78 - $448.82 $818 - $898
688 $288K
JNJ
Johnson & Johnson

Healthcare
-886
- 13.07%
$142.06 - $167.7 $126K - $149K
5.9K $977K
UNP
Union Pacific Corp

Industrials
-100
- 3.52%
$225.21 - $254.42 $22.5K - $25.4K
2.74K $647K
SBUX
Starbucks Corp

Consumer Cyclical
-7
- 0.16%
$91.75 - $115.81 $642 - $811
4.46K $437K
FTNT
Fortinet, Inc.

Technology
-955
- 1.3%
$92.49 - $114.57 $88.3K - $109K
72.5K $6.98M
MCD
Mcdonalds Corp

Consumer Cyclical
-22
- 1.0%
$279.74 - $321.29 $6.15K - $7.07K
2.18K $681K
DUK
Duke Energy Corp

Utilities
-13
- 0.37%
$105.87 - $121.97 $1.38K - $1.59K
3.54K $431K
LLY
Eli Lilly & CO

Healthcare
-10
- 0.79%
$725.72 - $929.72 $7.26K - $9.3K
1.25K $1.03M
VZ
Verizon Communications Inc

Communication Services
-300
- 2.16%
$37.81 - $46.49 $11.3K - $13.9K
13.6K $616K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-176
- 1.12%
$442.66 - $534.52 $77.9K - $94.1K
15.6K $8.31M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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