Aldebaran Financial

Aldebaran Financial as of March 31, 2025

Portfolio Holdings for Aldebaran Financial

Aldebaran Financial holds 70 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.2 $8.3M 16k 532.59
Fortinet (FTNT) 8.5 $7.0M 73k 96.26
Apple (AAPL) 6.6 $5.4M 24k 222.13
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.7 $4.7M 69k 68.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.9 $4.0M 7.1k 559.39
Microsoft Corporation (MSFT) 3.8 $3.1M 8.2k 375.39
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.5 $2.9M 44k 65.76
JPMorgan Chase & Co. (JPM) 3.4 $2.7M 11k 245.30
Waste Management (WM) 3.1 $2.5M 11k 231.51
NVIDIA Corporation (NVDA) 2.9 $2.3M 22k 108.38
Procter & Gamble Company (PG) 2.6 $2.1M 13k 170.42
Wal-Mart Stores (WMT) 2.5 $2.0M 23k 87.79
Meta Platforms Cl A (META) 2.2 $1.8M 3.1k 576.34
Alphabet Cap Stk Cl C (GOOG) 2.0 $1.6M 10k 156.23
Cheniere Energy Com New (LNG) 1.6 $1.3M 5.8k 231.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $1.3M 2.8k 468.92
salesforce (CRM) 1.4 $1.1M 4.2k 268.39
Crowdstrike Hldgs Cl A (CRWD) 1.3 $1.1M 3.0k 352.58
Eli Lilly & Co. (LLY) 1.3 $1.0M 1.3k 825.91
Walt Disney Company (DIS) 1.3 $1.0M 11k 98.70
Norfolk Southern (NSC) 1.2 $987k 4.2k 236.82
Johnson & Johnson (JNJ) 1.2 $978k 5.9k 165.85
Lowe's Companies (LOW) 1.1 $895k 3.8k 233.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $844k 3.1k 274.84
Coca-Cola Company (KO) 1.0 $817k 11k 71.62
Home Depot (HD) 0.9 $773k 2.1k 366.55
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $750k 3.9k 193.02
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $707k 14k 51.18
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.9 $703k 17k 40.76
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $682k 11k 62.75
McDonald's Corporation (MCD) 0.8 $682k 2.2k 312.33
Exxon Mobil Corporation (XOM) 0.8 $679k 5.7k 118.94
Eastman Chemical Company (EMN) 0.8 $675k 7.7k 88.11
Union Pacific Corporation (UNP) 0.8 $647k 2.7k 236.21
Abbvie (ABBV) 0.8 $638k 3.0k 209.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $623k 4.8k 128.96
Verizon Communications (VZ) 0.8 $616k 14k 45.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $602k 22k 27.96
First Horizon National Corporation (FHN) 0.7 $549k 28k 19.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $516k 7.0k 73.45
UnitedHealth (UNH) 0.6 $512k 978.00 523.75
Pulte (PHM) 0.6 $504k 4.9k 102.80
Coherent Corp (COHR) 0.6 $491k 7.6k 64.94
Marathon Petroleum Corp (MPC) 0.6 $456k 3.1k 145.69
Starbucks Corporation (SBUX) 0.5 $438k 4.5k 98.08
Digital Realty Trust (DLR) 0.5 $433k 3.0k 143.29
Duke Energy Corp Com New (DUK) 0.5 $431k 3.5k 121.97
Northrop Grumman Corporation (NOC) 0.5 $431k 842.00 512.01
Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $398k 21k 18.59
Ecolab (ECL) 0.4 $368k 1.5k 253.52
Sofi Technologies (SOFI) 0.4 $368k 32k 11.63
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $340k 4.6k 73.69
Alphabet Cap Stk Cl A (GOOGL) 0.4 $326k 2.1k 154.64
Truist Financial Corp equities (TFC) 0.4 $317k 7.7k 41.15
Regions Financial Corporation (RF) 0.4 $314k 15k 21.73
Ishares Tr Broad Usd High (USHY) 0.4 $313k 8.5k 36.81
Centene Corporation (CNC) 0.4 $312k 5.1k 60.71
Anthem (ELV) 0.4 $298k 684.00 435.13
Select Sector Spdr Tr Technology (XLK) 0.4 $294k 1.4k 206.48
Tesla Motors (TSLA) 0.4 $290k 1.1k 259.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $289k 688.00 419.88
FedEx Corporation (FDX) 0.3 $268k 1.1k 243.78
Kroger (KR) 0.3 $263k 3.9k 67.69
TJX Companies (TJX) 0.3 $258k 2.1k 121.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $251k 694.00 361.09
Costco Wholesale Corporation (COST) 0.3 $241k 255.00 945.78
Southern Company (SO) 0.3 $225k 2.5k 91.95
Ishares Silver Tr Ishares (SLV) 0.3 $221k 7.1k 30.99
Caterpillar (CAT) 0.3 $216k 656.00 329.80
TowneBank (TOWN) 0.3 $205k 6.0k 34.19