Aldebaran Financial Inc.
New Buys
| Ticker | $ Bought |
|---|---|
| NVIDIA CORPORATION | 823,801 |
| F N B CORP | 268,804 |
| BOEING CO | 225,731 |
New stocks bought by Aldebaran Financial Inc.
Additions
| Ticker | % Inc. |
|---|---|
| MICROSOFT CORP | 42.36 |
| DISNEY WALT CO | 34.46 |
| SPDR SER TR | 23.46 |
| SALESFORCE INC | 18.61 |
| CROWDSTRIKE HLDGS INC | 6.11 |
| PFIZER INC | 5.62 |
| ALPHABET INC | 5.4 |
| AT&T INC | 5.24 |
Additions to existing portfolio by Aldebaran Financial Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -36.87 |
| ADOBE SYSTEMS INCORPORATED | -26.78 |
| SPDR SER TR | -25.35 |
| MERCK & CO INC | -24.57 |
| SPDR SER TR | -24.23 |
| DOLLAR GEN CORP NEW | -13.97 |
| OCCIDENTAL PETE CORP | -13.68 |
| LILLY ELI & CO | -10.76 |
Aldebaran Financial Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| GENERAC HLDGS INC | -238,000 |
Aldebaran Financial Inc. got rid off the above stocks
Current Stock Holdings of Aldebaran Financial Inc.
Last Reported on: 06 Mar, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.46 | 53,445 | 6,944,060 | REDUCED | -1.58 | |
| AAXJ | ISHARES TR | 1.01 | 18,962 | 944,687 | REDUCED | -36.87 | |
| ABBV | ABBVIE INC | 0.51 | 2,950 | 476,750 | UNCHANGED | 0.00 | |
| ADBE | ADOBE SYSTEMS INCORPORATED | 0.39 | 1,080 | 363,452 | REDUCED | -26.78 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.26 | 2,500 | 237,375 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.49 | 4,803 | 454,586 | REDUCED | -4.32 | |
| ALB | ALBEMARLE CORP | 0.35 | 1,485 | 322,037 | UNCHANGED | 0.00 | |
| AMWL | AMERICAN WELL CORP | 3.50 | 38,837 | 3,262,280 | ADDED | 4.04 | |
| ANTX | ELEVANCE HEALTH INC | 0.43 | 779 | 399,438 | ADDED | 0.13 | |
| ATRI | ATRION CORP | 0.84 | 1,400 | 783,230 | UNCHANGED | 0.00 | |
| BA | BOEING CO | 0.24 | 1,185 | 225,731 | NEW | ||
| BIL | SPDR SER TR | 3.57 | 73,784 | 3,318,820 | ADDED | 23.46 | |
| BIL | SPDR SER TR | 2.29 | 45,155 | 2,135,370 | REDUCED | -0.87 | |
| BIL | SPDR SER TR | 1.25 | 27,286 | 1,159,640 | REDUCED | -25.35 | |
| BIL | SPDR SER TR | 0.83 | 20,815 | 769,545 | REDUCED | -24.23 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.95 | 17,933 | 5,539,400 | REDUCED | -1.32 | |
| CARR | CARRIER GLOBAL CORPORATION | 0.25 | 5,575 | 229,969 | REDUCED | -5.11 | |
| CINF | CINCINNATI FINL CORP | 0.27 | 2,480 | 253,953 | REDUCED | -4.94 | |
| CNC | CENTENE CORP DEL | 1.28 | 14,491 | 1,188,410 | REDUCED | -5.05 | |
| CP | CANADIAN PAC RY LTD | 0.25 | 3,134 | 233,765 | UNCHANGED | 0.00 | |
| CRM | SALESFORCE INC | 1.21 | 8,523 | 1,130,110 | ADDED | 18.61 | |
| CRWD | CROWDSTRIKE HLDGS INC | 0.87 | 7,728 | 813,681 | ADDED | 6.11 | |
| CVX | CHEVRON CORP NEW | 0.67 | 3,493 | 626,959 | UNCHANGED | 0.00 | |
| DG | DOLLAR GEN CORP NEW | 1.21 | 4,589 | 1,130,040 | REDUCED | -13.97 | |
| DIS | DISNEY WALT CO | 2.19 | 23,507 | 2,042,240 | ADDED | 34.46 | |
| DLR | DIGITAL RLTY TR INC | 1.31 | 12,202 | 1,223,480 | ADDED | 0.67 | |
| DOW | DOW INC | 0.35 | 6,425 | 323,756 | ADDED | 3.36 | |
| DUK | DUKE ENERGY CORP NEW | 0.96 | 8,700 | 896,013 | UNCHANGED | 0.00 | |
| ECL | ECOLAB INC | 0.50 | 3,185 | 463,645 | REDUCED | -7.28 | |
| ED | CONSOLIDATED EDISON INC | 0.30 | 2,917 | 278,019 | UNCHANGED | 0.00 | |
| EFX | EQUIFAX INC | 1.99 | 9,550 | 1,856,140 | UNCHANGED | 0.00 | |
| EMN | EASTMAN CHEM CO | 0.74 | 8,436 | 687,062 | ADDED | 0.23 | |
| ET | ENERGY TRANSFER L P | 0.26 | 20,100 | 238,587 | ADDED | 1.01 | |
| FDX | FEDEX CORP | 0.36 | 1,910 | 330,812 | REDUCED | -6.6 | |
| FHN | FIRST HORIZON CORPORATION | 1.55 | 58,954 | 1,444,370 | ADDED | 0.08 | |
| FIS | FIDELITY NATL INFORMATION SV | 0.62 | 8,443 | 572,858 | UNCHANGED | 0.00 | |
| FNB | F N B CORP | 0.29 | 20,598 | 268,804 | NEW | ||
| FTNT | FORTINET INC | 9.78 | 186,134 | 9,100,090 | REDUCED | -1.4 | |
| GNRC | GENERAC HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 1.64 | 17,193 | 1,525,540 | ADDED | 5.4 | |
| HD | HOME DEPOT INC | 1.24 | 3,650 | 1,152,890 | REDUCED | -3.05 | |
| JNJ | JOHNSON & JOHNSON | 3.05 | 16,060 | 2,836,960 | REDUCED | -1.82 | |
| JPM | JPMORGAN CHASE & CO | 2.49 | 17,308 | 2,320,960 | REDUCED | -0.09 | |
| KO | COCA COLA CO | 1.21 | 17,736 | 1,128,180 | REDUCED | -3.8 | |
| LLY | LILLY ELI & CO | 0.41 | 1,037 | 379,376 | REDUCED | -10.76 | |
| LNG | CHENIERE ENERGY INC | 1.48 | 9,186 | 1,377,560 | REDUCED | -2.12 | |
| LOW | LOWES COS INC | 1.39 | 6,468 | 1,288,650 | REDUCED | -3.79 | |
| MCD | MCDONALDS CORP | 0.91 | 3,218 | 847,962 | REDUCED | -6.34 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.24 | 506 | 224,052 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 0.71 | 5,523 | 664,638 | REDUCED | -9.68 | |
| MPC | MARATHON PETE CORP | 0.53 | 4,258 | 495,589 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 0.22 | 1,842 | 204,331 | REDUCED | -24.57 | |
| MSFT | MICROSOFT CORP | 2.08 | 8,072 | 1,935,830 | ADDED | 42.36 | |
| NOC | NORTHROP GRUMMAN CORP | 0.64 | 1,100 | 600,171 | REDUCED | -3.51 | |
| NSC | NORFOLK SOUTHN CORP | 1.54 | 5,836 | 1,438,060 | REDUCED | -0.43 | |
| NVDA | NVIDIA CORPORATION | 0.88 | 5,637 | 823,801 | NEW | ||
| OXY | OCCIDENTAL PETE CORP | 0.36 | 5,363 | 337,815 | REDUCED | -13.68 | |
| PFE | PFIZER INC | 0.42 | 7,590 | 388,908 | ADDED | 5.62 | |
| PG | PROCTER AND GAMBLE CO | 3.16 | 19,418 | 2,942,980 | REDUCED | -0.22 | |
| PSX | PHILLIPS 66 | 0.51 | 4,565 | 475,125 | REDUCED | -6.17 | |
| QQQ | INVESCO QQQ TR | 1.00 | 3,487 | 928,518 | REDUCED | -7.92 | |
| RF | REGIONS FINANCIAL CORP NEW | 0.38 | 16,343 | 352,356 | ADDED | 0.07 | |
| SBUX | STARBUCKS CORP | 1.19 | 11,133 | 1,104,350 | REDUCED | -4.28 | |
| SO | SOUTHERN CO | 0.50 | 6,467 | 461,808 | UNCHANGED | 0.00 | |
| SOFI | SOFI TECHNOLOGIES INC | 0.66 | 134,302 | 619,132 | ADDED | 1.64 | |
| SPY | SPDR S&P 500 ETF TR | 2.62 | 6,372 | 2,436,840 | REDUCED | -1.24 | |
| T | AT&T INC | 0.35 | 17,577 | 323,593 | ADDED | 5.24 | |
| TSLA | TESLA INC | 0.32 | 2,396 | 295,139 | ADDED | 3.45 | |
| UNH | UNITEDHEALTH GROUP INC | 0.52 | 920 | 487,766 | UNCHANGED | 0.00 | |
| UNP | UNION PAC CORP | 0.91 | 4,101 | 849,124 | REDUCED | -0.61 | |
| VOO | VANGUARD INDEX FDS | 0.93 | 4,540 | 868,098 | REDUCED | -1.13 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.75 | 41,274 | 1,626,200 | REDUCED | -6.34 | |
| WM | WASTE MGMT INC DEL | 3.15 | 18,699 | 2,933,490 | REDUCED | -0.65 | |
| WMT | WALMART INC | 1.26 | 8,253 | 1,170,180 | REDUCED | -5.5 | |
| XOM | EXXON MOBIL CORP | 0.90 | 7,601 | 838,353 | REDUCED | -2.53 | |
| TOWNEBANK PORTSMOUTH VA | 0.90 | 27,000 | 832,680 | REDUCED | -6.9 | ||
| COHERENT CORP | 0.70 | 18,635 | 654,089 | REDUCED | -3.87 | ||
| BROOKFIELD RENEWABLE PARTNER | 0.24 | 8,983 | 227,638 | REDUCED | -8.98 |