Aldebaran Financial Inc. Top Holdings and 13F Report (2025) About Aldebaran Financial Inc.Investment ActivityAldebaran Financial Inc. has $85.56 million in total holdings as of December 31, 2024.Aldebaran Financial Inc. owns shares of 73 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 7.46% of the portfolio was purchased this quarter.About 10.42% of the portfolio was sold this quarter.This quarter, Aldebaran Financial Inc. has purchased 68 new stocks and bought additional shares in 23 stocks.Aldebaran Financial Inc. sold shares of 33 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $7,132,523Fortinet $6,986,656Apple $6,206,458SPDR Portfolio S&P 1500 Composite Stock Market ETF $5,017,112SPDR S&P 500 ETF Trust $4,205,773 Largest New Holdings this Quarter Vanguard Tax-Exempt Bond ETF $811,828 HoldingiShares National Muni Bond ETF $809,688 HoldingiShares Broad USD High Yield Corporate Bond ETF $647,733 HoldingVanguard High Dividend Yield ETF $612,691 HoldingSchwab US Dividend Equity ETF $586,099 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 16,188 shares (about $811.83K)iShares National Muni Bond ETF 7,597 shares (about $809.69K)iShares Broad USD High Yield Corporate Bond ETF 17,611 shares (about $647.73K)Vanguard High Dividend Yield ETF 4,812 shares (about $612.69K)Schwab US Dividend Equity ETF 21,524 shares (about $586.10K) Largest Sales this Quarter Apple 4,703 shares (about $1.19M)SPDR S&P 500 ETF Trust 1,256 shares (about $738.80K)Fortinet 5,065 shares (about $481.84K)Salesforce 590 shares (about $198.10K)Waste Management 945 shares (about $191.14K) 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$7,132,523$54,260 ▼-0.8%15,7748.3%FinanceFTNTFortinet$6,986,656$481,835 ▼-6.5%73,4438.2%Computer and TechnologyAAPLApple$6,206,458$1,186,110 ▼-16.0%24,6097.3%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$5,017,112$220,632 ▲4.6%69,9935.9%ETFSPYSPDR S&P 500 ETF Trust$4,205,773$738,804 ▼-14.9%7,1504.9%FinanceMSFTMicrosoft$3,405,888$150,391 ▲4.6%8,0174.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,908,349$268,013 ▲10.2%42,0283.4%ETFNVDANVIDIA$2,868,280$14,436 ▲0.5%20,8623.4%Computer and TechnologyJPMJPMorgan Chase & Co.$2,658,174$20,582 ▲0.8%11,1073.1%FinanceWMWaste Management$2,076,229$191,138 ▼-8.4%10,2652.4%Business ServicesPGProcter & Gamble$2,076,055$132,834 ▼-6.0%12,4252.4%Consumer StaplesGOOGAlphabet$2,000,771$3,469 ▼-0.2%10,3832.3%Computer and TechnologyWMTWalmart$1,998,928$16,212 ▼-0.8%22,0712.3%Retail/WholesaleMETAMeta Platforms$1,822,638$135,974 ▲8.1%3,0832.1%Computer and TechnologyQQQInvesco QQQ$1,408,647$20,109 ▲1.4%2,7321.6%FinanceCRMSalesforce$1,391,707$198,096 ▼-12.5%4,1451.6%Computer and TechnologyDISWalt Disney$1,166,523$70,692 ▼-5.7%10,5281.4%Consumer DiscretionaryCHENIERE ENERGY INC$1,159,438$52,624 ▲4.8%5,4421.4%COM NEWCRWDCrowdStrike$1,057,711$17,815 ▼-1.7%3,0281.2%Computer and TechnologyLLYEli Lilly and Company$976,586$130,779 ▲15.5%1,2621.1%MedicalNSCNorfolk Southern$973,070$23,346 ▼-2.3%4,1681.1%TransportationJNJJohnson & Johnson$971,963$58,195 ▼-5.6%6,7811.1%MedicalLOWLowe's Companies$949,994$12,338 ▼-1.3%3,8501.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$839,314$93,645 ▼-10.0%2,8861.0%ETFHDHome Depot$826,877$5,063 ▼-0.6%2,1231.0%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$824,6300.0%3,8851.0%ETFVTEBVanguard Tax-Exempt Bond ETF$811,828$811,828 ▲New Holding16,1880.9%ETFMUBiShares National Muni Bond ETF$809,688$809,688 ▲New Holding7,5970.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$806,224$5,836 ▼-0.7%17,9600.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$736,419$2,729 ▼-0.4%13,4900.9%ETFCOHRCoherent$717,085$9,484 ▼-1.3%7,5610.8%Business ServicesKOCoca-Cola$696,585$29,836 ▼-4.1%11,2300.8%Consumer StaplesEMNEastman Chemical$693,891$1,453 ▲0.2%7,6410.8%Basic MaterialsPHMPulteGroup$659,147$75,113 ▲12.9%6,0550.8%ConstructionUSHYiShares Broad USD High Yield Corporate Bond ETF$647,733$647,733 ▲New Holding17,6110.8%ETFUNPUnion Pacific$646,846$31,659 ▲5.1%2,8400.8%TransportationXSMOInvesco S&P SmallCap Momentum ETF$644,661$129,526 ▲25.1%9,7750.8%ETFMCDMcDonald's$638,591$91,807 ▼-12.6%2,2050.7%Retail/WholesaleVYMVanguard High Dividend Yield ETF$612,691$612,691 ▲New Holding4,8120.7%ETFXOMExxon Mobil$603,560$9,201 ▼-1.5%5,7070.7%Oils/EnergySCHDSchwab US Dividend Equity ETF$586,099$586,099 ▲New Holding21,5240.7%ETFFHNFirst Horizon$570,403$140,666 ▼-19.8%28,3080.7%FinanceVZVerizon Communications$549,727$11,682 ▼-2.1%13,8820.6%Computer and TechnologyDLRDigital Realty Trust$532,889$16,917 ▼-3.1%3,0240.6%FinanceSOFISoFi Technologies$497,659$58,769 ▼-10.6%31,8400.6%FinanceUNHUnitedHealth Group$496,6280.0%9780.6%MedicalTSLATesla$490,039$14,609 ▲3.1%1,1740.6%Auto/Tires/TrucksABBVAbbVie$469,397$53,565 ▲12.9%2,6640.5%MedicalMPCMarathon Petroleum$424,1570.0%3,1280.5%Oils/EnergyBNDVanguard Total Bond Market ETF$412,156$412,156 ▲New Holding5,7220.5%ETFSBUXStarbucks$404,607$15,126 ▼-3.6%4,4670.5%Retail/WholesaleGOOGLAlphabet$403,134$116,274 ▲40.5%2,1080.5%Computer and TechnologyETEnergy Transfer$395,8030.0%20,2250.5%Oils/EnergyNOCNorthrop Grumman$385,812$19,594 ▲5.4%8270.5%AerospaceDUKDuke Energy$382,155$2,477 ▲0.7%3,5480.4%UtilitiesRFRegions Financial$341,628$18,502 ▲5.7%14,4390.4%FinanceECLEcolab$340,218$90,506 ▼-21.0%1,4510.4%Basic MaterialsTFCTruist Financial$334,426$27,020 ▲8.8%7,7110.4%FinanceXLKTechnology Select Sector SPDR Fund$327,086$1,641 ▼-0.5%1,3950.4%ETFFDXFedEx$314,2160.0%1,1200.4%TransportationVYMIVanguard International High Dividend Yield ETF$312,599$312,599 ▲New Holding4,6140.4%ETFCNCCentene$310,311$6,036 ▼-1.9%5,1410.4%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$293,781$44,280 ▼-13.1%6900.3%FinanceIWFiShares Russell 1000 Growth ETF$281,2090.0%6940.3%ETFTJXTJX Companies$255,837$11,502 ▼-4.3%2,1130.3%Retail/WholesaleELVElevance Health$252,085$369 ▲0.1%6840.3%MedicalFALNiShares Fallen Angels USD Bond ETF$239,171$239,171 ▲New Holding8,9510.3%ManufacturingCOSTCostco Wholesale$235,164$4,611 ▲2.0%2550.3%Retail/WholesaleCATCaterpillar$234,141$4,356 ▼-1.8%6450.3%Industrial ProductsPKGPackaging Co. of America$224,9600.0%1,0000.3%Industrial ProductsKRKroger$221,040$221,040 ▲New Holding3,6100.3%Retail/WholesaleTOWNTowneBank$206,160$206,160 ▲New Holding6,0000.2%FinancePEPPepsiCo$203,048$18,969 ▲10.3%1,3380.2%Consumer StaplesAMWLAmerican Well$0$4,081,685 ▼-100.0%00.0%MedicalSOSouthern$0$311,121 ▼-100.0%00.0%UtilitiesAMATApplied Materials$0$262,665 ▼-100.0%00.0%Computer and TechnologyDGDollar General$0$219,375 ▼-100.0%00.0%Retail/WholesaleSLViShares Silver Trust$0$202,421 ▼-100.0%00.0%ETFShowing 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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