Aldebaran Financial Inc. Portfolio Holdings
Aldebaran Financial Inc.
- $80.2 Million
- Q3 2024
Aldebaran Financial Inc. has filed its 13F form on November 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $80.2 Million distributed in 68 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 $7.32M, Apple Inc. with a value of $6.83M, Fortinet, Inc. with a value of $6.09M, Spdr S&P 500 ETF Trust with a value of $4.82M, and Spdr Portfolio S&P 1500 Compos with a value of $4.69M.
Examining the 13F form we can see an increase of $8.62M in the current position value, from $71.6M to 80.2M.
Below you can find more details about Aldebaran Financial Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$80.2 Million
Technology: $21.2 Million
ETFs: $18.3 Million
Financial Services: $11.1 Million
Consumer Defensive: $5.57 Million
Communication Services: $5.33 Million
Industrials: $5.03 Million
Consumer Cyclical: $4.68 Million
Healthcare: $4.13 Million
Other: $4.99 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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