Hoffman, Alan N Investment Management as of June 30, 2024
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 43.9 | $89M | 423k | 210.62 | |
| Amazon (AMZN) | 23.6 | $48M | 247k | 193.25 | |
| Microsoft Corporation (MSFT) | 17.0 | $34M | 77k | 446.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $13M | 72k | 182.15 | |
| Costco Wholesale Corporation (COST) | 4.9 | $10M | 12k | 849.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $3.6M | 20k | 183.42 | |
| NVIDIA Corporation (NVDA) | 0.7 | $1.3M | 11k | 123.54 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.2M | 3.9k | 314.21 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $629k | 1.3k | 479.11 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $439k | 790.00 | 555.54 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $379k | 696.00 | 544.22 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $314k | 2.5k | 127.18 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $258k | 2.1k | 120.98 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $206k | 440.00 | 468.72 |
