AF

Aldebaran Financial Inc.

13F
Aldebaran Financial Inc.
Last update 2025-05-08 70 Stocks (2 new)
Value $82.00 Mil Turnover 2 %
Countries:
Top Holdings: BRK.B(10.15%)FTNT(8.53%)AAPL(6.57%)SPTM(5.70%)SPY(4.88%)
Summary Stock Picks Current Portfolio
Aldebaran Financial Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
15,598
8,307.4
-1.12%
10.150
-0.09%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
FTNT
Fortinet Inc
72,488
6,977.7
-1.30%
8.530
-0.11%
0.010
+1.36%
+4.85%
75,822.2
Software
AAPL
Apple Inc
24,201
5,375.8
-1.66%
6.570
-0.12%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
68,617
4,666.7
-1.97%
5.700
-0.12%
0.050
+17.15%
+6.63%
10,633.3
 
SPY
SPDR S&P 500 ETF Trust
7,140
3,994.1
-0.14%
4.880
-0.01%
0.000
+17.14%
+7.04%
641,384.0
 
MSFT
Microsoft Corp
8,204
3,079.7
+2.33%
3.760
+0.09%
0.000
+29.81%
+19.87%
3,740,948.0
Software
SPLG
SPDR Portfolio S&P 500 ETF
44,059
2,897.3
+4.83%
3.540
+0.16%
0.000
+17.15%
+7.06%
72,502.2
 
JPM
JPMorgan Chase & Co
11,177
2,741.7
+0.63%
3.350
+0.02%
0.000
+22.03%
+21.61%
797,211.0
Banks
WM
Waste Management Inc
10,899
2,523.2
+6.18%
3.080
+0.18%
0.000
-1.13%
+12.81%
90,948.2
Waste Management
NVDA
NVIDIA Corp
21,624
2,343.6
+3.65%
2.860
+0.10%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors

Aldebaran Financial Inc.'s Historical Top Holdings Breakdowns

Aldebaran Financial Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB
iShares National Muni Bond ETF
2025-03-31
Sold Out
Sold Out
-0.95%
●
104.71 ($106.35) 107.68
$103.95
-2.26%
Sold Out
0
-7,597
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Sold Out
Sold Out
-0.95%
●
49.25 ($50.03) 50.66
$48.82
-2.42%
Sold Out
0
-16,188
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.39%
●
36.63 ($37.08) 37.45
$37.22
0.38%
Reduce -51.73%
8,500
-9,111
SO
Southern Co
2025-03-31
New Buy
New Buy
+0.28%
●
80.96 ($86.57) 92.96
$92.66
7.03%
New holding
2,450
2,450
FALN
iShares Fallen Angels USD Bond ETF
2025-03-31
Sold Out
Sold Out
-0.28%
●
26.64 ($26.94) 27.14
$26.94
0%
Sold Out
0
-8,951
SLV
iShares Silver Trust
2025-03-31
New Buy
New Buy
+0.27%
●
26.93 ($29.06) 31.32
$35.03
20.54%
New holding
7,125
7,125
PKG
Packaging Corp of America
2025-03-31
Sold Out
Sold Out
-0.26%
●
192.03 ($213.4) 242.13
$205.90
-3.51%
Sold Out
0
-1,000
PEP
PepsiCo Inc
2025-03-31
Sold Out
Sold Out
-0.24%
●
142.64 ($148.84) 156.42
$135.26
-9.12%
Sold Out
0
-1,338
WM
Waste Management Inc
2025-03-31
Add
Add
+0.18%
●
200.54 ($221.47) 233.78
$226.01
2.05%
Add 6.18%
10,899
634
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.16%
●
64.88 ($69.16) 72.1
$73.35
6.06%
Add 4.83%
44,059
2,031

Aldebaran Financial Inc. Total Holding History ($B)

To

Aldebaran Financial Inc.'s Asset Allocation

To

Aldebaran Financial Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aldebaran Financial Inc.'s Hypothetical Growth since 2025-03-31

Aldebaran Financial Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Aldebaran Financial Inc.'s Holdings Heat Map

Size field:

Aldebaran Financial Inc.'s Holdings Bubble Chart

Aldebaran Financial Inc. News

  • 1

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