Aldebaran Financial Inc. Portfolio Holdings
Aldebaran Financial Inc.
- $84.6 Million
- Q4 2024
Aldebaran Financial Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $84.6 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $7.15M, Fortinet, Inc. with a value of $6.94M, Apple Inc. with a value of $6.16M, Spdr Portfolio S&P 1500 Compos with a value of $5M, and Spdr S&P 500 ETF Trust with a value of $4.19M.
Examining the 13F form we can see an increase of $4.33M in the current position value, from $80.2M to 84.6M.
Below you can find more details about Aldebaran Financial Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$84.6 Million
ETFs: $22.7 Million
Technology: $21.7 Million
Financial Services: $11.7 Million
Communication Services: $5.92 Million
Consumer Defensive: $5.43 Million
Industrials: $4.63 Million
Consumer Cyclical: $4.43 Million
Healthcare: $3.48 Million
Other: $4.57 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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