Hoffman, Alan N Investment Management as of Dec. 31, 2023
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 48.0 | $86M | 445k | 192.53 | |
| Amazon (AMZN) | 22.0 | $39M | 258k | 151.94 | |
| Microsoft Corporation (MSFT) | 16.3 | $29M | 77k | 376.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $10M | 72k | 139.69 | |
| Costco Wholesale Corporation (COST) | 4.3 | $7.7M | 12k | 660.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.9M | 21k | 140.93 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.0M | 4.0k | 259.51 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $554k | 1.4k | 409.52 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $500k | 9.9k | 50.70 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $471k | 790.00 | 596.60 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $343k | 722.00 | 475.31 | |
| NVIDIA Corporation (NVDA) | 0.2 | $315k | 636.00 | 495.22 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $309k | 2.5k | 124.97 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $301k | 2.6k | 117.22 |
