Hoffman, Alan N Investment Management as of Dec. 31, 2024
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 47.2 | $105M | 418k | 250.42 | |
| Amazon (AMZN) | 23.9 | $53M | 242k | 219.39 | |
| Microsoft Corporation (MSFT) | 14.5 | $32M | 76k | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $13M | 68k | 189.30 | |
| Costco Wholesale Corporation (COST) | 4.7 | $11M | 12k | 916.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.7M | 19k | 190.44 | |
| NVIDIA Corporation (NVDA) | 0.7 | $1.5M | 11k | 134.29 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.2M | 3.6k | 343.41 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $716k | 1.4k | 511.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $507k | 865.00 | 586.08 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $351k | 790.00 | 444.68 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $326k | 2.5k | 132.10 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $280k | 2.1k | 131.29 |
