ALDEBARAN FINANCIAL INC

Stock Holdings
Option Holdings
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Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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BRK.B
BERKSHIRE HATHAWAY
15,598-176-1.12%
Created with Highcharts 10.1.0
$0.0010.15%0.00%8,307,3612025-03-31
FTNT
FORTINET
72,488-955-1.30%
Created with Highcharts 10.1.0
$7.528.53%0.01%6,977,7192025-03-31
AAPL
APPLE
24,201-408-1.66%
Created with Highcharts 10.1.0
$44.406.57%0.00%5,375,7962025-03-31
SPTM
SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
68,617-1,376-1.97%
Created with Highcharts 10.1.0
$44.135.70%0.05%4,666,6662025-03-31
SPY
SPDR S&P 500 ETF
7,140-10-0.14%
Created with Highcharts 10.1.0
$270.734.88%0.00%3,994,0452025-03-31
MSFT
MICROSOFT
8,204+187+2.33%
Created with Highcharts 10.1.0
$270.873.76%0.00%3,079,7272025-03-31
SPLG
SPDR(R) PORTFOLIO S&P 500 ETF
44,059+2,031+4.83%
Created with Highcharts 10.1.0
$56.323.54%0.00%2,897,3012025-03-31
JPM
JPMORGAN CHASE
11,177+70+0.63%
Created with Highcharts 10.1.0
$112.063.35%0.00%2,741,6872025-03-31
WM
WASTE MANAGEMENT
10,899+634+6.18%
Created with Highcharts 10.1.0
$63.533.08%0.00%2,523,1832025-03-31
NVDA
NVIDIA
21,624+762+3.65%
Created with Highcharts 10.1.0
$18.902.86%0.00%2,343,5802025-03-31
PG
PROCTER & GAMBLE
12,459+34+0.27%
Created with Highcharts 10.1.0
$85.442.59%0.00%2,123,2942025-03-31
WMT
WALMART
22,912+841+3.81%
Created with Highcharts 10.1.0
$40.712.46%0.00%2,011,4042025-03-31
META
META
3,132+49+1.59%
Created with Highcharts 10.1.0
$210.232.21%0.00%1,805,1082025-03-31
GOOG
ALPHABET
10,424+41+0.39%
Created with Highcharts 10.1.0
$69.481.99%0.00%1,628,5182025-03-31
LNG
CHENIERE ENERGY
5,768+326+5.99%
Created with Highcharts 10.1.0
$86.211.63%0.00%1,334,6532025-03-31
QQQ
INVESCO QQQ
2,827+95+3.48%
Created with Highcharts 10.1.0
$136.061.62%0.00%1,325,6372025-03-31
CRM
SALESFORCE
4,175+30+0.72%
Created with Highcharts 10.1.0
$171.831.37%0.00%1,120,5222025-03-31
CRWD
CROWDSTRIKE HOLDINGS
3,039+11+0.36%
Created with Highcharts 10.1.0
$180.011.31%0.00%1,071,4912025-03-31
LLY
ELI LILLY
1,252-10-0.79%
Created with Highcharts 10.1.0
$228.161.26%0.00%1,034,0392025-03-31
DIS
WALT DISNEY
10,455-73-0.69%
Created with Highcharts 10.1.0
$97.431.26%0.00%1,031,9392025-03-31
NSC
NORFOLK SOUTHERN
4,16800.00%
Created with Highcharts 10.1.0
$86.591.21%0.00%987,0732025-03-31
JNJ
JOHNSON & JOHNSON
5,895-886-13.07%
Created with Highcharts 10.1.0
$118.631.19%0.00%977,6892025-03-31
LOW
LOWES COMPANIES
3,835-15-0.39%
Created with Highcharts 10.1.0
$160.031.09%0.00%894,5222025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
3,071+185+6.41%
Created with Highcharts 10.1.0
$141.981.03%0.00%844,0422025-03-31
KO
COCA COLA
11,405+175+1.56%
Created with Highcharts 10.1.0
$43.731.00%0.00%816,8132025-03-31
HD
HOME DEPOT
2,109-14-0.66%
Created with Highcharts 10.1.0
$161.970.94%0.00%773,0612025-03-31
QQQM
INVESCO NASDAQ 100 ETF
3,886+1+0.03%
Created with Highcharts 10.1.0
$193.670.92%0.00%750,0762025-03-31
SPMD
SPDR(R) PORTFOLIO S&P 400 MID CAP ETF
13,805+315+2.34%
Created with Highcharts 10.1.0
$48.480.86%0.01%706,5402025-03-31
SPSM
SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF
17,253-707-3.94%
Created with Highcharts 10.1.0
$41.860.86%0.01%703,2322025-03-31
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
10,870+1,095+11.20%
Created with Highcharts 10.1.0
$65.110.83%0.05%682,0932025-03-31
MCD
MCDONALDS
2,183-22-1.00%
Created with Highcharts 10.1.0
$109.420.83%0.00%681,8252025-03-31
XOM
EXXON MOBIL
5,710+3+0.05%
Created with Highcharts 10.1.0
$85.830.83%0.00%679,1192025-03-31
EMN
EASTMAN CHEMICAL
7,661+20+0.26%
Created with Highcharts 10.1.0
$83.640.82%0.01%675,0052025-03-31
UNP
UNION PACIFIC
2,740-100-3.52%
Created with Highcharts 10.1.0
$97.770.79%0.00%647,2172025-03-31
ABBV
ABBVIE
3,045+381+14.30%
Created with Highcharts 10.1.0
$186.920.78%0.00%637,9882025-03-31
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
4,829+17+0.35%
Created with Highcharts 10.1.0
$130.160.76%0.00%622,7442025-03-31
VZ
VERIZON COMMUNICATIONS
13,582-300-2.16%
Created with Highcharts 10.1.0
$52.170.75%0.00%616,0802025-03-31
SCHD
SCHWAB US DIVIDEND EQUITY ETF
21,52400.00%
Created with Highcharts 10.1.0
$28.340.74%0.00%601,8112025-03-31
FHN
FIRST HORIZON
28,279-29-0.10%
Created with Highcharts 10.1.0
$8.900.67%0.01%549,1702025-03-31
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
7,023+1,301+22.74%
Created with Highcharts 10.1.0
$72.990.63%0.00%515,8392025-03-31
UNH
UNITEDHEALTH GROUP
97800.00%
Created with Highcharts 10.1.0
$161.880.63%0.00%512,2282025-03-31
PHM
PULTEGROUP
4,900-1,155-19.08%
Created with Highcharts 10.1.0
$121.320.62%0.00%503,7202025-03-31
COHR
COHERENT
7,56100.00%
Created with Highcharts 10.1.0
$47.810.60%0.00%491,0112025-03-31
MPC
MARATHON PETROLEUM
3,12800.00%
Created with Highcharts 10.1.0
$43.050.56%0.00%455,7182025-03-31
SBUX
STARBUCKS
4,460-7-0.16%
Created with Highcharts 10.1.0
$57.470.53%0.00%437,4562025-03-31
DLR
DIGITAL REALTY TRUST
3,02400.00%
Created with Highcharts 10.1.0
$145.450.53%0.00%433,3092025-03-31
DUK
DUKE ENERGY
3,535-13-0.37%
Created with Highcharts 10.1.0
$89.040.53%0.00%431,1642025-03-31
NOC
NORTHROP GRUMMAN
842+15+1.81%
Created with Highcharts 10.1.0
$322.520.53%0.00%431,1122025-03-31
ET
ENERGY TRANSFER LP
21,425+1,200+5.93%
Created with Highcharts 10.1.0
$9.760.49%0.00%398,2912025-03-31
ECL
ECOLAB
1,45100.00%
Created with Highcharts 10.1.0
$170.330.45%0.00%367,8582025-03-31