Hoffman, Alan N Investment Management as of Dec. 31, 2022
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 57.9 | $76M | 585k | 129.93 | |
Amazon (AMZN) | 17.8 | $23M | 278k | 84.00 | |
Microsoft Corporation (MSFT) | 13.2 | $17M | 72k | 239.82 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $5.9M | 67k | 88.24 | |
Costco Wholesale Corporation (COST) | 4.0 | $5.2M | 12k | 456.50 | |
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.9M | 22k | 88.72 | |
Vanguard World Mega Grwth Ind (MGK) | 0.6 | $788k | 4.6k | 172.01 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $334k | 2.8k | 120.66 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $320k | 2.6k | 124.95 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $266k | 790.00 | 336.71 |