- New Purchases: IIVI, SOFI, SOFI, PEP, GOOGL,
- Added Positions: VZ, GOOG, AMWL, CRM, FDX, MDY, JPM, DLR, BND, DIS, DOW, IWM, DUK, MSFT, PFE, SPAB, SPLG, KO, PSX, TDOC, ABBV, GNRC, EMN, CNC, WMT, SPSM,
- Reduced Positions: T, VTI, BEP, QQQ, DG, MPC, NOC, HD, LNG, FHN, MRK, NSC, RF, UNH, VIG, AL, XLK,
- Sold Out: IAU, BABA, AMGN, COST, AEP,
For the details of Aldebaran Financial Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/aldebaran+financial+inc./current-portfolio/portfolio
These are the top 5 holdings of Aldebaran Financial Inc.- Fortinet Inc (FTNT) - 44,172 shares, 10.42% of the total portfolio. Shares reduced by 0.91%
- Vanguard Total Bond Market ETF (BND) - 106,067 shares, 7.32% of the total portfolio. Shares added by 1.02%
- Apple Inc (AAPL) - 56,271 shares, 6.43% of the total portfolio. Shares added by 0.38%
- American Well Corp (AMWL) - 2,221 shares, 5.90% of the total portfolio. Shares added by 2.11%
- S&P 500 ETF TRUST ETF (SPY) - 11,795 shares, 4.09% of the total portfolio. Shares added by 0.56%
Aldebaran Financial Inc. initiated holding in II-VI Inc. The purchase prices were between $59.29 and $74.08, with an estimated average price of $65.35. The stock is now traded at around $59.150000. The impact to a portfolio due to this purchase was 1.11%. The holding were 23,200 shares as of 2021-09-30.
New Purchase: SoFi Technologies Inc (SOFI)Aldebaran Financial Inc. initiated holding in SoFi Technologies Inc. The purchase prices were between $13.75 and $18.25, with an estimated average price of $15.7. The stock is now traded at around $20.990000. The impact to a portfolio due to this purchase was 0.24%. The holding were 19,000 shares as of 2021-09-30.
New Purchase: SoFi Technologies Inc (SOFI)Aldebaran Financial Inc. initiated holding in SoFi Technologies Inc. The purchase prices were between $13.75 and $18.25, with an estimated average price of $15.7. The stock is now traded at around $20.990000. The impact to a portfolio due to this purchase was 0.24%. The holding were 19,000 shares as of 2021-09-30.
New Purchase: PepsiCo Inc (PEP)Aldebaran Financial Inc. initiated holding in PepsiCo Inc. The purchase prices were between $148.2 and $158.91, with an estimated average price of $154.73. The stock is now traded at around $159.180000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,410 shares as of 2021-09-30.
New Purchase: Alphabet Inc (GOOGL)Aldebaran Financial Inc. initiated holding in Alphabet Inc. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2837.720000. The impact to a portfolio due to this purchase was 0.16%. The holding were 75 shares as of 2021-09-30.
Added: FedEx Corp (FDX)Aldebaran Financial Inc. added to a holding in FedEx Corp by 37.36%. The purchase prices were between $219.29 and $299.67, with an estimated average price of $271.73. The stock is now traded at around $232.840000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,390 shares as of 2021-09-30.
Added: Dow Inc (DOW)Aldebaran Financial Inc. added to a holding in Dow Inc by 21.54%. The purchase prices were between $55.53 and $65.38, with an estimated average price of $61.26. The stock is now traded at around $59.260000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,066 shares as of 2021-09-30.
Sold Out: iShares Gold Trust (IAU)Aldebaran Financial Inc. sold out a holding in iShares Gold Trust. The sale prices were between $32.85 and $34.83, with an estimated average price of $34.07.
Sold Out: Alibaba Group Holding Ltd (BABA)Aldebaran Financial Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.
Sold Out: Amgen Inc (AMGN)Aldebaran Financial Inc. sold out a holding in Amgen Inc. The sale prices were between $212.27 and $248.7, with an estimated average price of $230.39.
Sold Out: Costco Wholesale Corp (COST)Aldebaran Financial Inc. sold out a holding in Costco Wholesale Corp. The sale prices were between $394.53 and $467.75, with an estimated average price of $439.33.
Sold Out: American Electric Power Co Inc (AEP)Aldebaran Financial Inc. sold out a holding in American Electric Power Co Inc. The sale prices were between $81.18 and $91.08, with an estimated average price of $87.31.
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