Hoffman, Alan N Investment Management as of Sept. 30, 2022
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 55.7 | $82M | 593k | 138.20 | |
Amazon (AMZN) | 21.9 | $32M | 285k | 113.00 | |
Microsoft Corporation (MSFT) | 11.5 | $17M | 72k | 232.90 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $6.3M | 66k | 95.65 | |
Costco Wholesale Corporation (COST) | 3.7 | $5.4M | 12k | 472.24 | |
Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.8M | 29k | 96.15 | |
Vanguard World Mega Grwth Ind (MGK) | 0.6 | $818k | 4.7k | 174.23 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $315k | 2.9k | 107.33 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $286k | 2.6k | 111.68 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $217k | 790.00 | 274.68 |