The Analysis of Aldebaran Financial Inc.'s Holdings
Currently, Aldebaran Financial Inc. holds 77 types of securities in its portfolio with a total value $108.1M. In the most recent quarter, they have increased their positions in AMZN (+21.6K shares, valued at $5.0M), SPTM (+12.2K shares, valued at $1.0M), SPYM (+12.1K shares, valued at $976.0K); decreased their positions in PG (-2.4K shares, valued at $340.7K), AAPL (-1.2K shares, valued at $317.9K), SPY (-411 shares, valued at $282.4K); initiated new positions in AMZN (+21.6K shares, valued at $5.0M), SYM (+3.4K shares, valued at $206.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST98.5K shares14.12%2025-12-312026-01-23
AAPL APPLE INC25.1K shares-4.44%2025-12-312026-01-23 FTNT FORTINET INC67.1K shares-4.80%2025-12-312026-01-23 SPYM SPDR SERIES TRUST65.2K shares22.72%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR7.4K shares-5.28%2025-12-312026-01-23 AMZN AMAZON COM INC21.6K sharesnew addition2025-12-312026-01-23 MSFT MICROSOFT CORP8.9K shares2.01%2025-12-312026-01-23 NVDA NVIDIA CORPORATION23.0K shares-2.07%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.11.8K shares1.74%2025-12-312026-01-23 ALPHABET INC ALPHABET INC11.3K shares-2.80%2025-12-312026-01-23 WMT WALMART INC25.3K shares3.17%2025-12-312026-01-23 WM WASTE MGMT INC DEL11.7K shares0.46%2025-12-312026-01-23 META META PLATFORMS INC3.3K shares0.61%2025-12-312026-01-23 LLY ELI LILLY & CO1.9K shares5.11%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC3.1K shares-3.12%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO9.7K shares-19.60%2025-12-312026-01-23 XSMO INVESCO EXCHANGE TRADED FD T16.9K shares34.49%2025-12-312026-01-23 NSC NORFOLK SOUTHN CORP4.0K shares0.00%2025-12-312026-01-23 DIS DISNEY WALT CO9.5K shares-9.78%2025-12-312026-01-23 CRM SALESFORCE INC3.9K shares-11.36%2025-12-312026-01-23 KO COCA COLA CO14.9K shares16.07%2025-12-312026-01-23 LNG CHENIERE ENERGY INC5.4K shares-2.88%2025-12-312026-01-23 ABBV ABBVIE INC4.3K shares11.91%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON4.7K shares-8.25%2025-12-312026-01-23 QQQM INVESCO EXCH TRADED FD TR II3.8K shares-4.52%2025-12-312026-01-23 VTI VANGUARD INDEX FDS2.9K shares-1.21%2025-12-312026-01-23 LOW LOWES COS INC3.9K shares-3.43%2025-12-312026-01-23 SPMD SPDR SERIES TRUST15.4K shares7.32%2025-12-312026-01-23 BND VANGUARD BD INDEX FDS10.7K shares4.78%2025-12-312026-01-23 SPSM SPDR SERIES TRUST16.5K shares-3.01%2025-12-312026-01-23 MCD MCDONALDS CORP2.5K shares-0.40%2025-12-312026-01-23 VYM VANGUARD WHITEHALL FDS5.2K shares7.63%2025-12-312026-01-23 NOC NORTHROP GRUMMAN CORP1.2K shares-2.44%2025-12-312026-01-23 HD HOME DEPOT INC2.0K shares-5.12%2025-12-312026-01-23 UNP UNION PAC CORP2.9K shares3.57%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.1K shares0.00%2025-12-312026-01-23 XOM EXXON MOBIL CORP5.6K shares-1.18%2025-12-312026-01-23 FHN FIRST HORIZON CORPORATION27.3K shares0.07%2025-12-312026-01-23 SCHD SCHWAB STRATEGIC TR21.5K shares0.00%2025-12-312026-01-23 EMN EASTMAN CHEM CO9.2K shares7.40%2025-12-312026-01-23 PHM PULTE GROUP INC4.7K shares3.49%2025-12-312026-01-23 SLV ISHARES SILVER TR7.7K shares5.48%2025-12-312026-01-23 MPC MARATHON PETE CORP3.1K shares0.00%2025-12-312026-01-23 TSLA TESLA INC1.1K shares0.00%2025-12-312026-01-23 SOFI SOFI TECHNOLOGIES INC17.4K shares-28.31%2025-12-312026-01-23 CAT CATERPILLAR INC758 shares-15.12%2025-12-312026-01-23 DLR DIGITAL RLTY TR INC2.7K shares-0.55%2025-12-312026-01-23 VYMI VANGUARD WHITEHALL FDS4.6K shares0.00%2025-12-312026-01-23 RF REGIONS FINANCIAL CORP NEW14.4K shares0.10%2025-12-312026-01-23 TFC TRUIST FINL CORP7.7K shares0.00%2025-12-312026-01-23 ET ENERGY TRANSFER L P23.0K shares6.24%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR2.4K shares71.75%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC1.1K shares-9.05%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC8.6K shares-30.71%2025-12-312026-01-23 ECL ECOLAB INC1.3K shares-13.34%2025-12-312026-01-23 TJX TJX COS INC NEW2.1K shares0.28%2025-12-312026-01-23 IWF ISHARES TR694 shares0.00%2025-12-312026-01-23 DIA SPDR DOW JONES INDL AVERAGE683 shares-1.44%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC1.8K shares-10.98%2025-12-312026-01-23 USHY ISHARES TR8.5K shares0.00%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW360 shares2.86%2025-12-312026-01-23 FDX FEDEX CORP1.0K shares-4.29%2025-12-312026-01-23 SBUX STARBUCKS CORP3.4K shares0.81%2025-12-312026-01-23 PKG PACKAGING CORP AMER1.2K shares0.00%2025-12-312026-01-23 ELV ELEVANCE HEALTH INC FORMERLY687 shares0.15%2025-12-312026-01-23 PANW PALO ALTO NETWORKS INC1.3K shares0.00%2025-12-312026-01-23 KR KROGER CO3.6K shares-5.31%2025-12-312026-01-23 SO SOUTHERN CO2.5K shares8.51%2025-12-312026-01-23 IXN ISHARES TR2.1K shares0.00%2025-12-312026-01-23 FDVV FIDELITY COVINGTON TRUST3.8K shares0.00%2025-12-312026-01-23 SYM SYMBOTIC INC3.4K sharesnew addition2025-12-312026-01-23 TOWN TOWNEBANK PORTSMOUTH VA6.0K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available