Hoffman, Alan N Investment Management as of March 31, 2024
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 41.3 | $74M | 430k | 171.48 | |
| Amazon (AMZN) | 25.2 | $45M | 250k | 180.38 | |
| Microsoft Corporation (MSFT) | 18.2 | $32M | 77k | 420.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $11M | 72k | 150.93 | |
| Costco Wholesale Corporation (COST) | 4.8 | $8.6M | 12k | 732.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.0M | 20k | 152.26 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.1M | 4.0k | 286.61 | |
| NVIDIA Corporation (NVDA) | 0.5 | $944k | 1.0k | 903.56 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $616k | 10k | 61.56 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $596k | 1.3k | 444.01 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $399k | 790.00 | 504.60 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $389k | 743.00 | 523.07 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $324k | 2.5k | 131.24 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $263k | 2.1k | 123.18 |
