Aldebaran Financial Inc. Top Holdings and 13F Report (2024) About Aldebaran Financial Inc.Investment ActivityAldebaran Financial Inc. has $84.83 million in total holdings as of September 30, 2024.Aldebaran Financial Inc. owns shares of 68 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.73% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Aldebaran Financial Inc. has purchased 64 new stocks and bought additional shares in 31 stocks.Aldebaran Financial Inc. sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $7,315,526Apple $6,829,636Fortinet $6,088,315SPDR S&P 500 ETF Trust $4,823,027SPDR Portfolio S&P 1500 Composite Stock Market ETF $4,688,030 Largest New Holdings this Quarter Invesco NASDAQ 100 ETF $780,302 HoldingInvesco S&P SmallCap Momentum ETF $517,010 HoldingAbbVie $466,053 HoldingPackaging Co. of America $215,400 HoldingiShares Silver Trust $202,421 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 3,885 shares (about $780.30K)Invesco S&P SmallCap Momentum ETF 7,811 shares (about $517.01K)AbbVie 2,360 shares (about $466.05K)PulteGroup 2,670 shares (about $383.22K)SPDR Portfolio S&P 500 ETF 4,917 shares (about $331.95K) Largest Sales this Quarter Invesco QQQ 1,518 shares (about $740.89K)Johnson & Johnson 1,354 shares (about $219.44K)Apple 331 shares (about $77.12K)CrowdStrike 215 shares (about $60.30K)Walt Disney 498 shares (about $47.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAldebaran Financial Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$7,315,526$11,507 ▲0.2%15,8948.6%FinanceAAPLApple$6,829,636$77,122 ▼-1.1%29,3128.1%Computer and TechnologyFTNTFortinet$6,088,315$2,327 ▲0.0%78,5087.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,823,027$223,766 ▲4.9%8,4065.7%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,688,030$45,609 ▲1.0%66,9155.5%ETFAMWLAmerican Well$4,081,685$120,181 ▲3.0%21,9064.8%MedicalMSFTMicrosoft$3,297,524$182,024 ▲5.8%7,6633.9%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,575,856$331,948 ▲14.8%38,1553.0%ETFNVDANVIDIA$2,520,785$41,776 ▼-1.6%20,7573.0%Computer and TechnologyWMWaste Management$2,327,290$101,521 ▲4.6%11,2102.7%Business ServicesJPMJPMorgan Chase & Co.$2,323,885$72,325 ▲3.2%11,0212.7%FinancePGProcter & Gamble$2,289,791$693 ▲0.0%13,2202.7%Consumer StaplesWMTWalmart$1,796,650$176,920 ▲10.9%22,2502.1%Retail/WholesaleGOOGAlphabet$1,739,000$72,730 ▲4.4%10,4012.0%Computer and TechnologyMETAMeta Platforms$1,632,924$151,101 ▲10.2%2,8531.9%Computer and TechnologyQQQInvesco QQQ$1,314,373$740,891 ▼-36.0%2,6931.5%FinanceCRMSalesforce$1,295,9930.0%4,7351.5%Computer and TechnologyJNJJohnson & Johnson$1,164,789$219,441 ▼-15.9%7,1871.4%MedicalDISWalt Disney$1,074,076$47,903 ▼-4.3%11,1661.3%Consumer DiscretionaryNSCNorfolk Southern$1,060,474$19,381 ▼-1.8%4,2681.3%TransportationLOWLowe's Companies$1,056,401$9,481 ▲0.9%3,9001.2%Retail/WholesaleLLYEli Lilly and Company$968,332$327,798 ▲51.2%1,0931.1%MedicalCHENIERE ENERGY INC$934,337$193,522 ▲26.1%5,1951.1%COM NEWVTIVanguard Total Stock Market ETF$908,383$70,224 ▲8.4%3,2081.1%ETFHDHome Depot$865,606$4,863 ▲0.6%2,1361.0%Retail/WholesaleCRWDCrowdStrike$863,567$60,301 ▼-6.5%3,0791.0%Computer and TechnologyEMNEastman Chemical$853,673$1,903 ▲0.2%7,6251.0%Basic MaterialsKOCoca-Cola$841,539$148,389 ▲21.4%11,7111.0%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$823,276$15,382 ▼-1.8%18,0901.0%ETFQQQMInvesco NASDAQ 100 ETF$780,302$780,302 ▲New Holding3,8850.9%ETFPHMPulteGroup$770,038$383,225 ▲99.1%5,3650.9%ConstructionMCDMcDonald's$768,103$609 ▲0.1%2,5220.9%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$740,367$15,420 ▼-2.0%13,5400.9%ETFCOHRCoherent$681,1400.0%7,6610.8%Business ServicesXOMExxon Mobil$679,126$469 ▲0.1%5,7940.8%Oils/EnergyUNPUnion Pacific$665,6590.0%2,7010.8%TransportationVZVerizon Communications$636,689$11,991 ▼-1.8%14,1770.8%Computer and TechnologyUNHUnitedHealth Group$571,8170.0%9780.7%MedicalFHNFirst Horizon$548,037$18,931 ▼-3.3%35,2890.6%FinanceXSMOInvesco S&P SmallCap Momentum ETF$517,010$517,010 ▲New Holding7,8110.6%ETFMPCMarathon Petroleum$509,5820.0%3,1280.6%Oils/EnergyDLRDigital Realty Trust$504,910$1,618 ▼-0.3%3,1200.6%FinanceECLEcolab$469,1590.0%1,8370.6%Basic MaterialsABBVAbbVie$466,053$466,053 ▲New Holding2,3600.5%MedicalSBUXStarbucks$451,742$195 ▲0.0%4,6340.5%Retail/WholesaleNOCNorthrop Grumman$414,535$5,281 ▲1.3%7850.5%AerospaceDUKDuke Energy$406,433$23,060 ▼-5.4%3,5250.5%UtilitiesCNCCentene$394,5420.0%5,2410.5%MedicalELVElevance Health$355,012$520 ▲0.1%6830.4%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$335,957$9,309 ▲2.8%7940.4%FinanceETEnergy Transfer$324,6110.0%20,2250.4%Oils/EnergyRFRegions Financial$318,619$373 ▲0.1%13,6570.4%FinanceXLKTechnology Select Sector SPDR Fund$316,516$4,741 ▲1.5%1,4020.4%ETFSOSouthern$311,1210.0%3,4500.4%UtilitiesFDXFedEx$306,522$24,631 ▲8.7%1,1200.4%TransportationTFCTruist Financial$303,154$9,709 ▼-3.1%7,0880.4%FinanceTSLATesla$297,997$7,849 ▼-2.6%1,1390.4%Auto/Tires/TrucksSOFISoFi Technologies$279,816$31,440 ▼-10.1%35,6000.3%FinanceAMATApplied Materials$262,6650.0%1,3000.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$260,5140.0%6940.3%ETFTJXTJX Companies$259,475$705 ▲0.3%2,2080.3%Retail/WholesaleCATCaterpillar$256,9660.0%6570.3%Industrial ProductsGOOGLAlphabet$248,7750.0%1,5000.3%Computer and TechnologyCOSTCostco Wholesale$221,6300.0%2500.3%Retail/WholesaleDGDollar General$219,3750.0%2,5940.3%Retail/WholesalePKGPackaging Co. of America$215,400$215,400 ▲New Holding1,0000.3%Industrial ProductsPEPPepsiCo$206,3310.0%1,2130.2%Consumer StaplesSLViShares Silver Trust$202,421$202,421 ▲New Holding7,1250.2%ETFPSXPhillips 66$0$200,461 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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