Aldebaran Financial Inc. Portfolio Holdings by Sector
Aldebaran Financial Inc.
- $66.5 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPTM SPY SPLG QQQ SPMD SPSM DIA XLK 8 stocks |
$11,744
17.67% of portfolio
|
  4  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
FTNT MSFT CRWD 3 stocks |
$9,222
13.87% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$6,643
9.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,030
7.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$2,956
4.45% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$2,237
3.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$2,118
3.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV 3 stocks |
$2,115
3.18% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$2,018
3.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,937
2.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC UNP 2 stocks |
$1,837
2.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1,743
2.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT DG 2 stocks |
$1,546
2.33% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$1,405
2.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$1,389
2.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FHN RF TFC 3 stocks |
$1,207
1.82% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CNC UNH ELV 3 stocks |
$1,186
1.78% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$1,163
1.75% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
EMN ECL 2 stocks |
$1,089
1.64% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
LNG ET 2 stocks |
$1,017
1.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$861
1.3% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$752
1.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$738
1.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$679
1.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK SO 2 stocks |
$637
0.96% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$563
0.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$480
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NOC 1 stocks |
$370
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$312
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
SOFI 1 stocks |
$312
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$268
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$236
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$222
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$210
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$210
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
AMWL 1 stocks |
$16
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|