Hoffman, Alan N Investment Management as of Sept. 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 September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 49.1 | $76M | 445k | 171.21 | |
| Amazon (AMZN) | 21.6 | $34M | 263k | 127.12 | |
| Microsoft Corporation (MSFT) | 15.2 | $24M | 75k | 315.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $9.4M | 72k | 130.86 | |
| Costco Wholesale Corporation (COST) | 4.4 | $6.8M | 12k | 564.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.7M | 21k | 131.85 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $936k | 4.1k | 226.90 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $459k | 1.3k | 358.27 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $403k | 790.00 | 509.90 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $350k | 9.8k | 35.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $309k | 722.00 | 427.48 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $284k | 2.5k | 115.01 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $276k | 2.6k | 107.64 |
