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13F-HR filed by Aldebaran Financial Inc.

Aldebaran Financial Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 73 holding rows worth $85,562,988.

Accession
0001062993-25-002405
Filer
CIK 1353110
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 73 entries on the cover page, a total value of $85,562,988 stated on the cover page (in dollars after the unit check, H1), rows summing to $85,562,988 with VALUE read as dollars as filed, 13F file number 028-15879. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM15,774$7,132,523dollars as filed
FORTINET INC COM34959E109Stock73,443$6,986,656dollars as filed
Apple Inc037833100COM24,609$6,206,458dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS69,993$5,017,112dollars as filed
SPY78462F103SHS7,150$4,205,773dollars as filed
Microsoft Corp594918104COM8,017$3,405,888dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS42,028$2,908,349dollars as filed
NVIDIA Corp67066G104COM20,862$2,868,280dollars as filed
JPMorgan Chase & Co46625H100COM11,107$2,658,174dollars as filed
Waste Management, Inc.94106L109COM10,265$2,076,229dollars as filed
Procter & Gamble Co742718109COM12,425$2,076,055dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM10,383$2,000,771dollars as filed
Walmart Inc.931142103COM22,071$1,998,928dollars as filed
META PLATFORMS INC CL A30303M102COM3,083$1,822,638dollars as filed
INVESCO QQQ TR46090E103COM2,732$1,408,647dollars as filed
Salesforce.com, Inc79466L302COM4,145$1,391,707dollars as filed
Walt Disney Co254687106COM10,528$1,166,523dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock5,442$1,159,438dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,028$1,057,711dollars as filed
Eli Lilly and Company532457108COM1,262$976,586dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock4,168$973,070dollars as filed
Johnson & Johnson478160104COM6,781$971,963dollars as filed
Lowes Companies,Inc.548661107COM3,850$949,994dollars as filed
VTI922908769COM2,886$839,314dollars as filed
Home Depot, Inc437076102COM2,123$826,877dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM3,885$824,630dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF16,188$811,828dollars as filed
ISHARES TR464288414NATIONAL MUN ETF7,597$809,688dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS17,960$806,224dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS13,490$736,419dollars as filed
COHERENT CORP COM19247G107Stock7,561$717,085dollars as filed
Coca-Cola Company191216100COM11,230$696,585dollars as filed
EASTMAN CHEM CO COM277432100Stock7,641$693,891dollars as filed
PULTE GROUP INC COM745867101Stock6,055$659,147dollars as filed
iShares Broad USD High Yield Corporate Bond ETF46435U853SHS17,611$647,733dollars as filed
Union Pacific Corporation907818108COM2,840$646,846dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT9,775$644,661dollars as filed
McDonalds Corporation580135101COM2,205$638,591dollars as filed
Vanguard High Dividend Yield ETF921946406SHS4,812$612,691dollars as filed
EXXON MOBIL CORP30231G102COM5,707$603,560dollars as filed
SCHD808524797COM21,524$586,099dollars as filed
First Horizon Corporation320517105Common Capital Stock, par value $0.625 per share28,308$570,403dollars as filed
Verizon Communications Inc92343V104COM13,882$549,727dollars as filed
DIGITAL RLTY TR INC COM253868103REIT3,024$532,889dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock31,840$497,659dollars as filed
UnitedHealth Group Inc91324P102COM978$496,628dollars as filed
Tesla Motors, Inc88160R101COM1,174$490,039dollars as filed
AbbVie,Inc.00287Y109COM2,664$469,397dollars as filed
MARATHON PETE CORP COM56585A102Stock3,128$424,157dollars as filed
Vanguard Total Bond Market ETF921937835SHS5,722$412,156dollars as filed
Starbucks Corporation855244109COM4,467$404,607dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,108$403,134dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN20,225$395,803dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock827$385,812dollars as filed
Duke Energy Corporation26441C204COM3,548$382,155dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock14,439$341,628dollars as filed
ECOLAB INC COM278865100Stock1,451$340,218dollars as filed
TRUIST FINL CORP COM89832Q109Stock7,711$334,426dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,395$327,086dollars as filed
FEDEX CORP COM31428X106Stock1,120$314,216dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS4,614$312,599dollars as filed
CENTENE CORP DEL COM15135B101Stock5,141$310,311dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1690$293,781dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK694$281,209dollars as filed
TJX Companies Inc872540109COM2,113$255,837dollars as filed
Elevance Health, Inc.036752103COM684$252,085dollars as filed
ISHARES FALLEN ANGELS USD BOND ETF46435G474ETF8,951$239,171dollars as filed
Costco Wholesale Corporation22160K105COM255$235,164dollars as filed
Caterpillar Inc.149123101COM645$234,141dollars as filed
PACKAGING CORP AMER COM695156109Stock1,000$224,960dollars as filed
KROGER CO COM501044101Stock3,610$221,040dollars as filed
TOWNEBANK PORTSMOUTH VA89214P109COM6,000$206,160dollars as filed
PepsiCo,Inc.713448108COM1,338$203,048dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001062993-25-002405this filing2025-02-14acceptance time not in the bulk data set