Aldebaran Financial Inc. Reduced Holdings in Q4 2024

Aldebaran Financial Inc.

  • $84.6 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.7K
- 16.04%
$221.69 - $259.02 $1.04M - $1.22M
24.6K $6.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.26K
- 14.94%
$567.81 - $607.81 $713K - $763K
7.15K $4.19M
WM
Waste Management Inc

Industrials
-945
- 8.43%
$201.79 - $228.46 $191K - $216K
10.3K $2.07M
PG
Procter & Gamble CO

Consumer Defensive
-795
- 6.01%
$161.05 - $179.7 $128K - $143K
12.4K $2.08M
JNJ
Johnson & Johnson

Healthcare
-406
- 5.65%
$143.34 - $165.86 $58.2K - $67.3K
6.78K $980K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-120
- 0.76%
$442.29 - $483.08 $53.1K - $58K
15.8K $7.15M
KO
Coca Cola CO

Consumer Defensive
-481
- 4.11%
$61.74 - $71.71 $29.7K - $34.5K
11.2K $699K
ECL
Ecolab Inc.

Basic Materials
-386
- 21.01%
$234.32 - $261.43 $90.4K - $101K
1.45K $339K
MCD
Mcdonalds Corp

Consumer Cyclical
-317
- 12.57%
$288.47 - $316.54 $91.4K - $100K
2.21K $639K
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 1.28%
$244.52 - $284.07 $12.2K - $14.2K
3.85K $950K
NSC
Norfolk Southern Corp

Industrials
-100
- 2.34%
$230.6 - $277.0 $23.1K - $27.7K
4.17K $978K
VZ
Verizon Communications Inc

Communication Services
-295
- 2.08%
$39.6 - $45.21 $11.7K - $13.3K
13.9K $555K
VTI
Vanguard Total Stock Market Et

ETFs
-322
- 10.04%
$280.04 - $302.45 $90.2K - $97.4K
2.89K $836K
XOM
Exxon Mobil Corp

Energy
-87
- 1.5%
$105.51 - $125.37 $9.18K - $10.9K
5.71K $613K
SBUX
Starbucks Corp

Consumer Cyclical
-167
- 3.6%
$87.44 - $102.5 $14.6K - $17.1K
4.47K $407K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-104
- 13.1%
$417.69 - $450.94 $43.4K - $46.9K
690 $293K
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.61%
$385.02 - $431.37 $5.01K - $5.61K
2.12K $825K
CAT
Caterpillar Inc

Industrials
-12
- 1.83%
$360.37 - $416.88 $4.32K - $5K
645 $233K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-130
- 0.72%
$44.33 - $49.55 $5.76K - $6.44K
18K $806K
TJX
Tjx Companies Inc

Consumer Cyclical
-95
- 4.3%
$112.15 - $127.2 $10.7K - $12.1K
2.11K $255K
SPMD
Spdr Portfolio

ETFs
-50
- 0.37%
$54.13 - $59.56 $2.71K - $2.98K
13.5K $737K
Coherent Corp
-100
- 1.31%
N/A
7.56K $0
XLK
Technology Sector Spdr

ETFs
-7
- 0.5%
$220.26 - $241.44 $1.54K - $1.69K
1.4K $324K
FHN
First Horizon Corp

Financial Services
-6.98K
- 19.78%
$14.91 - $21.42 $104K - $150K
28.3K $570K
DLR
Digital Realty Trust, Inc.

Real Estate
-96
- 3.08%
$156.46 - $195.69 $15K - $18.8K
3.02K $536K
CRM
Salesforce, Inc.

Technology
-590
- 12.46%
$270.87 - $367.87 $160K - $217K
4.15K $1.39M
DIS
Walt Disney CO

Communication Services
-638
- 5.71%
$92.39 - $117.6 $58.9K - $75K
10.5K $1.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
-51
- 1.66%
$275.15 - $388.2 $14K - $19.8K
3.03K $1.04M
WMT
Walmart Inc.

Consumer Defensive
-179
- 0.8%
$79.1 - $95.7 $14.2K - $17.1K
22.1K $1.99M
SOFI
So Fi Technologies, Inc.

Financial Services
-3.76K
- 10.56%
$7.63 - $16.88 $28.7K - $63.5K
31.8K $490K
GOOG
Alphabet Inc.

Communication Services
-18
- 0.17%
$163.08 - $198.16 $2.94K - $3.57K
10.4K $1.98M
FTNT
Fortinet, Inc.

Technology
-5.07K
- 6.45%
$76.49 - $99.21 $387K - $502K
73.4K $6.94M
Activity Summary
Buys All Purchases 33 New Holdings 10 Increased Positions 23 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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