Hoffman, Alan N Investment Management as of June 30, 2023
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 52.1 | $88M | 453k | 193.97 | |
| Amazon (AMZN) | 20.9 | $35M | 270k | 130.36 | |
| Microsoft Corporation (MSFT) | 14.9 | $25M | 74k | 340.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $8.4M | 70k | 119.70 | |
| Costco Wholesale Corporation (COST) | 3.8 | $6.5M | 12k | 538.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.6M | 21k | 120.97 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $907k | 3.9k | 235.32 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $401k | 9.8k | 41.00 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $386k | 790.00 | 488.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $327k | 886.00 | 369.42 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $314k | 2.6k | 122.58 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $291k | 2.6k | 113.30 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $248k | 560.00 | 443.28 |
