ALDEBARAN FINANCIAL INC
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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) | Report Date | ||
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BRK.B | BERKSHIRE HATHAWAY | 15,598 | -176 | -1.12% | $0.00 | 10.15% | 0.00% | 8,307,361 | 2025-03-31 | ||||||
FTNT | FORTINET | 72,488 | -955 | -1.30% | $7.52 | 8.53% | 0.01% | 6,977,719 | 2025-03-31 | ||||||
AAPL | APPLE | 24,201 | -408 | -1.66% | $44.40 | 6.57% | 0.00% | 5,375,796 | 2025-03-31 | ||||||
SPTM | SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 68,617 | -1,376 | -1.97% | $44.13 | 5.70% | 0.05% | 4,666,666 | 2025-03-31 | ||||||
SPY | SPDR S&P 500 ETF | 7,140 | -10 | -0.14% | $270.73 | 4.88% | 0.00% | 3,994,045 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 8,204 | +187 | +2.33% | $270.87 | 3.76% | 0.00% | 3,079,727 | 2025-03-31 | ||||||
SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 44,059 | +2,031 | +4.83% | $56.32 | 3.54% | 0.00% | 2,897,301 | 2025-03-31 | ||||||
JPM | JPMORGAN CHASE | 11,177 | +70 | +0.63% | $112.06 | 3.35% | 0.00% | 2,741,687 | 2025-03-31 | ||||||
WM | WASTE MANAGEMENT | 10,899 | +634 | +6.18% | $63.53 | 3.08% | 0.00% | 2,523,183 | 2025-03-31 | ||||||
NVDA | NVIDIA | 21,624 | +762 | +3.65% | $18.90 | 2.86% | 0.00% | 2,343,580 | 2025-03-31 | ||||||
PG | PROCTER & GAMBLE | 12,459 | +34 | +0.27% | $85.44 | 2.59% | 0.00% | 2,123,294 | 2025-03-31 | ||||||
WMT | WALMART | 22,912 | +841 | +3.81% | $40.71 | 2.46% | 0.00% | 2,011,404 | 2025-03-31 | ||||||
META | META | 3,132 | +49 | +1.59% | $210.23 | 2.21% | 0.00% | 1,805,108 | 2025-03-31 | ||||||
GOOG | ALPHABET | 10,424 | +41 | +0.39% | $69.48 | 1.99% | 0.00% | 1,628,518 | 2025-03-31 | ||||||
LNG | CHENIERE ENERGY | 5,768 | +326 | +5.99% | $86.21 | 1.63% | 0.00% | 1,334,653 | 2025-03-31 | ||||||
QQQ | INVESCO QQQ | 2,827 | +95 | +3.48% | $136.06 | 1.62% | 0.00% | 1,325,637 | 2025-03-31 | ||||||
CRM | SALESFORCE | 4,175 | +30 | +0.72% | $171.83 | 1.37% | 0.00% | 1,120,522 | 2025-03-31 | ||||||
CRWD | CROWDSTRIKE HOLDINGS | 3,039 | +11 | +0.36% | $180.01 | 1.31% | 0.00% | 1,071,491 | 2025-03-31 | ||||||
LLY | ELI LILLY | 1,252 | -10 | -0.79% | $228.16 | 1.26% | 0.00% | 1,034,039 | 2025-03-31 | ||||||
DIS | WALT DISNEY | 10,455 | -73 | -0.69% | $97.43 | 1.26% | 0.00% | 1,031,939 | 2025-03-31 | ||||||
NSC | NORFOLK SOUTHERN | 4,168 | 0 | 0.00% | $86.59 | 1.21% | 0.00% | 987,073 | 2025-03-31 | ||||||
JNJ | JOHNSON & JOHNSON | 5,895 | -886 | -13.07% | $118.63 | 1.19% | 0.00% | 977,689 | 2025-03-31 | ||||||
LOW | LOWES COMPANIES | 3,835 | -15 | -0.39% | $160.03 | 1.09% | 0.00% | 894,522 | 2025-03-31 | ||||||
VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 3,071 | +185 | +6.41% | $141.98 | 1.03% | 0.00% | 844,042 | 2025-03-31 | ||||||
KO | COCA COLA | 11,405 | +175 | +1.56% | $43.73 | 1.00% | 0.00% | 816,813 | 2025-03-31 | ||||||
HD | HOME DEPOT | 2,109 | -14 | -0.66% | $161.97 | 0.94% | 0.00% | 773,061 | 2025-03-31 | ||||||
QQQM | INVESCO NASDAQ 100 ETF | 3,886 | +1 | +0.03% | $193.67 | 0.92% | 0.00% | 750,076 | 2025-03-31 | ||||||
SPMD | SPDR(R) PORTFOLIO S&P 400 MID CAP ETF | 13,805 | +315 | +2.34% | $48.48 | 0.86% | 0.01% | 706,540 | 2025-03-31 | ||||||
SPSM | SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF | 17,253 | -707 | -3.94% | $41.86 | 0.86% | 0.01% | 703,232 | 2025-03-31 | ||||||
XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | 10,870 | +1,095 | +11.20% | $65.11 | 0.83% | 0.05% | 682,093 | 2025-03-31 | ||||||
MCD | MCDONALDS | 2,183 | -22 | -1.00% | $109.42 | 0.83% | 0.00% | 681,825 | 2025-03-31 | ||||||
XOM | EXXON MOBIL | 5,710 | +3 | +0.05% | $85.83 | 0.83% | 0.00% | 679,119 | 2025-03-31 | ||||||
EMN | EASTMAN CHEMICAL | 7,661 | +20 | +0.26% | $83.64 | 0.82% | 0.01% | 675,005 | 2025-03-31 | ||||||
UNP | UNION PACIFIC | 2,740 | -100 | -3.52% | $97.77 | 0.79% | 0.00% | 647,217 | 2025-03-31 | ||||||
ABBV | ABBVIE | 3,045 | +381 | +14.30% | $186.92 | 0.78% | 0.00% | 637,988 | 2025-03-31 | ||||||
VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 4,829 | +17 | +0.35% | $130.16 | 0.76% | 0.00% | 622,744 | 2025-03-31 | ||||||
VZ | VERIZON COMMUNICATIONS | 13,582 | -300 | -2.16% | $52.17 | 0.75% | 0.00% | 616,080 | 2025-03-31 | ||||||
SCHD | SCHWAB US DIVIDEND EQUITY ETF | 21,524 | 0 | 0.00% | $28.34 | 0.74% | 0.00% | 601,811 | 2025-03-31 | ||||||
FHN | FIRST HORIZON | 28,279 | -29 | -0.10% | $8.90 | 0.67% | 0.01% | 549,170 | 2025-03-31 | ||||||
BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 7,023 | +1,301 | +22.74% | $72.99 | 0.63% | 0.00% | 515,839 | 2025-03-31 | ||||||
UNH | UNITEDHEALTH GROUP | 978 | 0 | 0.00% | $161.88 | 0.63% | 0.00% | 512,228 | 2025-03-31 | ||||||
PHM | PULTEGROUP | 4,900 | -1,155 | -19.08% | $121.32 | 0.62% | 0.00% | 503,720 | 2025-03-31 | ||||||
COHR | COHERENT | 7,561 | 0 | 0.00% | $47.81 | 0.60% | 0.00% | 491,011 | 2025-03-31 | ||||||
MPC | MARATHON PETROLEUM | 3,128 | 0 | 0.00% | $43.05 | 0.56% | 0.00% | 455,718 | 2025-03-31 | ||||||
SBUX | STARBUCKS | 4,460 | -7 | -0.16% | $57.47 | 0.53% | 0.00% | 437,456 | 2025-03-31 | ||||||
DLR | DIGITAL REALTY TRUST | 3,024 | 0 | 0.00% | $145.45 | 0.53% | 0.00% | 433,309 | 2025-03-31 | ||||||
DUK | DUKE ENERGY | 3,535 | -13 | -0.37% | $89.04 | 0.53% | 0.00% | 431,164 | 2025-03-31 | ||||||
NOC | NORTHROP GRUMMAN | 842 | +15 | +1.81% | $322.52 | 0.53% | 0.00% | 431,112 | 2025-03-31 | ||||||
ET | ENERGY TRANSFER LP | 21,425 | +1,200 | +5.93% | $9.76 | 0.49% | 0.00% | 398,291 | 2025-03-31 | ||||||
ECL | ECOLAB | 1,451 | 0 | 0.00% | $170.33 | 0.45% | 0.00% | 367,858 | 2025-03-31 |