Hoffman, Alan N Investment Management as of March 31, 2025
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 47.4 | $92M | 414k | 222.13 | |
| Amazon (AMZN) | 23.3 | $45M | 237k | 190.26 | |
| Microsoft Corporation (MSFT) | 14.5 | $28M | 75k | 375.39 | |
| Costco Wholesale Corporation (COST) | 5.6 | $11M | 12k | 945.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $10M | 67k | 154.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.9M | 19k | 156.23 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.2M | 11k | 108.38 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.1M | 3.6k | 308.88 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $655k | 1.4k | 468.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $484k | 865.00 | 559.39 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $335k | 2.5k | 135.68 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $303k | 790.00 | 383.53 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $287k | 2.1k | 134.29 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $213k | 440.00 | 484.82 |
