Hoffman, Alan N Investment Management as of Sept. 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 September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 47.2 | $98M | 421k | 233.00 | |
| Amazon (AMZN) | 22.1 | $46M | 246k | 186.33 | |
| Microsoft Corporation (MSFT) | 16.0 | $33M | 77k | 430.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $12M | 72k | 165.85 | |
| Costco Wholesale Corporation (COST) | 5.0 | $11M | 12k | 886.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $3.3M | 20k | 167.19 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.3M | 11k | 121.44 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.3M | 3.9k | 321.95 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $654k | 1.3k | 488.07 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $442k | 771.00 | 573.76 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $409k | 790.00 | 517.78 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $351k | 2.5k | 142.04 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $288k | 2.1k | 135.07 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $205k | 440.00 | 465.08 |
