Aldebaran Financial Inc. Top Holdings and 13F Report (2024) → Biden replacement revealed? (From Paradigm Press) (Ad) About Aldebaran Financial Inc.Investment ActivityAldebaran Financial Inc. has $70.73 million in total holdings as of March 31, 2024.Aldebaran Financial Inc. owns shares of 62 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About 8.45% of the portfolio was sold this quarter.This quarter, Aldebaran Financial Inc. has purchased 62 new stocks and bought additional shares in 14 stocks.Aldebaran Financial Inc. sold shares of 41 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $6,643,655Fortinet $5,518,304Apple $5,030,432American Well $3,774,574SPDR Portfolio S&P 1500 Composite Stock Market ETF $3,704,479 Largest New Holdings this Quarter Caterpillar $210,697 HoldingAbbVie $200,310 Holding Largest Purchases this Quarter Walmart 11,720 shares (about $705.20K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 7,891 shares (about $506.21K)Caterpillar 575 shares (about $210.70K)AbbVie 1,100 shares (about $200.31K)Vanguard Total Stock Market ETF 320 shares (about $83.15K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 41,910 shares (about $2.58M)SPDR Portfolio S&P 400 Mid Cap ETF 7,900 shares (about $421.37K)Apple 2,133 shares (about $365.77K)SPDR Portfolio S&P 600 Small Cap ETF 4,440 shares (about $191.10K)Fortinet 2,661 shares (about $181.77K) 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$6,643,655$31,538 ▼-0.5%15,7999.4%FinanceFTNTFortinet$5,518,304$181,773 ▼-3.2%80,7837.8%Computer and TechnologyAAPLApple$5,030,432$365,772 ▼-6.8%29,3357.1%Computer and TechnologyAMWLAmerican Well$3,774,574$84,597 ▼-2.2%20,9265.3%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,704,479$506,209 ▲15.8%57,7475.2%ETFSPYSPDR S&P 500 ETF Trust$2,920,823$9,415 ▲0.3%5,5844.1%FinanceMSFTMicrosoft$2,611,424$15,146 ▲0.6%6,2073.7%Computer and TechnologyWMWaste Management$2,237,892$35,810 ▼-1.6%10,4993.2%Business ServicesPGProcter & Gamble$2,118,487$64,251 ▼-2.9%13,0573.0%Consumer StaplesJPMJPMorgan Chase & Co.$2,017,940$32,047 ▼-1.6%10,0752.9%FinanceNVDANVIDIA$1,937,350$68,675 ▼-3.4%2,1442.7%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$1,826,667$2,578,759 ▼-58.5%29,6872.6%ETFQQQInvesco QQQ$1,554,479$41,737 ▲2.8%3,5012.2%FinanceGOOGAlphabet$1,476,922$95,924 ▼-6.1%9,7002.1%Computer and TechnologyJNJJohnson & Johnson$1,438,985$141,573 ▼-9.0%9,0972.0%MedicalDISWalt Disney$1,405,858$84,180 ▼-5.6%11,4902.0%Consumer DiscretionaryCRMSalesforce$1,389,744$79,818 ▼-5.4%4,6142.0%Computer and TechnologyMETAMeta Platforms$1,254,835$45,648 ▼-3.5%2,5841.8%Computer and TechnologyNSCNorfolk Southern$1,130,5580.0%4,4361.6%TransportationCRWDCrowdStrike$1,093,532$22,762 ▼-2.0%3,4111.5%Computer and TechnologyWMTWalmart$1,087,759$705,196 ▲184.3%18,0781.5%Retail/WholesaleLOWLowe's Companies$959,126$56,554 ▼-5.6%3,7651.4%Retail/WholesaleHDHome Depot$784,5070.0%2,0451.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$752,804$83,154 ▲12.4%2,8971.1%ETFVZVerizon Communications$738,244$18,882 ▼-2.5%17,5941.0%Computer and TechnologyMCDMcDonald's$709,649$846 ▲0.1%2,5171.0%Retail/WholesaleUNPUnion Pacific$707,211$6,148 ▼-0.9%2,8761.0%TransportationCHENIERE ENERGY INC$699,595$19,836 ▼-2.8%4,3381.0%COM NEWXOMExxon Mobil$679,696$349 ▲0.1%5,8471.0%Oils/EnergyFHNFirst Horizon$638,024$29,553 ▼-4.4%41,4300.9%FinanceMPCMarathon Petroleum$630,292$100,750 ▼-13.8%3,1280.9%Oils/EnergySPMDSPDR Portfolio S&P 400 Mid Cap ETF$611,143$421,368 ▼-40.8%11,4580.9%ETFEMNEastman Chemical$596,343$1,804 ▲0.3%5,9500.8%Basic MaterialsKOCoca-Cola$563,273$6,424 ▼-1.1%9,2070.8%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$540,066$191,098 ▼-26.1%12,5480.8%ETFECLEcolab$493,416$51,951 ▼-9.5%2,1370.7%Basic MaterialsDLRDigital Realty Trust$480,085$62,369 ▼-11.5%3,3330.7%FinanceLLYEli Lilly and Company$476,889$7,780 ▲1.7%6130.7%MedicalCOHRCoherent$476,534$51,527 ▼-9.8%7,8610.7%Business ServicesDGDollar General$459,441$25,750 ▼-5.3%2,9440.6%Retail/WholesaleSBUXStarbucks$454,125$50,997 ▼-10.1%4,9690.6%Retail/WholesaleCNCCentene$419,162$39,240 ▼-8.6%5,3410.6%MedicalUNHUnitedHealth Group$414,559$82,615 ▼-16.6%8380.6%MedicalNOCNorthrop Grumman$370,962$19,146 ▼-4.9%7750.5%AerospaceDUKDuke Energy$360,245$31,431 ▼-8.0%3,7250.5%UtilitiesELVElevance Health$353,436$518 ▲0.1%6820.5%MedicalETEnergy Transfer$318,1390.0%20,2250.4%Oils/EnergyFDXFedEx$312,9190.0%1,0800.4%TransportationSOFISoFi Technologies$312,039$24,638 ▼-7.3%42,7450.4%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$303,889$68,813 ▲29.3%7640.4%FinanceRFRegions Financial$291,712$6,712 ▲2.4%13,8650.4%FinanceXLKTechnology Select Sector SPDR Fund$286,371$5,623 ▼-1.9%1,3750.4%ETFTFCTruist Financial$278,490$19,491 ▼-6.5%7,1440.4%FinanceSOSouthern$277,419$35,870 ▼-11.4%3,8670.4%UtilitiesAMATApplied Materials$268,0990.0%1,3000.4%Computer and TechnologyDOWDOW$236,065$26,069 ▼-9.9%4,0750.3%Basic MaterialsPSXPhillips 66$231,943$85,754 ▼-27.0%1,4200.3%Oils/EnergyGOOGLAlphabet$226,395$135,837 ▼-37.5%1,5000.3%Computer and TechnologyTJXTJX Companies$222,697$608 ▲0.3%2,1960.3%Retail/WholesaleTSLATesla$210,772$527 ▼-0.2%1,1990.3%Auto/Tires/TrucksCATCaterpillar$210,697$210,697 ▲New Holding5750.3%Industrial ProductsABBVAbbVie$200,310$200,310 ▲New Holding1,1000.3%MedicalCVXChevron$0$237,164 ▼-100.0%00.0%Oils/EnergyADBEAdobe$0$223,725 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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