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| Name: |
Aldebaran Financial Inc. |
| City: |
KINGSPORT |
| State: |
TN |
| Zip: |
37663 |
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data |
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| Holdings
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13 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TMW |
SPDR Dow Jones Wilshire TOT... |
5 |
- |
$63.94 |
$3,704,000 |
57,747 |
5.24% |
790,000 |
7,891 |
0.06 |
Closed - End Fund - E... |
|
|
SPY |
Standard & Poors Depository... |
6 |
- |
$522.61 |
$2,921,000 |
5,584 |
4.13% |
275,000 |
18 |
0 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
7 |
- |
$414.67 |
$2,611,000 |
6,207 |
3.69% |
290,000 |
36 |
0 |
Application Software |
|
|
QQQ |
Invesco QQQ Trust Series I |
13 |
- |
$451.55 |
$1,554,000 |
3,501 |
2.2% |
159,000 |
94 |
0.001 |
Closed - End Fund - Debt |
|
|
WMT |
Wal-Mart Stores Inc |
21 |
- |
$60.24 |
$1,088,000 |
18,078 |
1.54% |
86,000 |
11,720 |
0.001 |
Discount, Variety Stores |
|
|
VTI |
Vanguard Total Stock Market... |
24 |
- |
$258.45 |
$753,000 |
2,897 |
1.06% |
142,000 |
320 |
0 |
Closed - End Fund - E... |
|
|
MCD |
McDonalds Corp |
26 |
- |
$252.07 |
$710,000 |
2,517 |
1% |
-36,000 |
3 |
0 |
Restaurants |
|
|
XOM |
Exxon Mobil Corp |
29 |
- |
$113.99 |
$680,000 |
5,847 |
0.96% |
96,000 |
3 |
0 |
Integrated Oil & Gas |
|
|
EMN |
Eastman Chemical Co |
33 |
- |
$100.82 |
$596,000 |
5,950 |
0.84% |
63,000 |
18 |
0.004 |
Diversified Chemicals |
|
|
LLY |
Eli Lilly & Co |
38 |
- |
$815.06 |
$477,000 |
613 |
0.67% |
125,000 |
10 |
0.005 |
Drug Manufacturers - ... |
|
|
DIA |
Diamonds Trust |
50 |
- |
$381.48 |
$304,000 |
764 |
0.43% |
81,000 |
173 |
0.001 |
Closed - End Fund - E... |
|
|
RF |
Regions Financial Corp |
51 |
- |
$19.00 |
$292,000 |
13,865 |
0.41% |
29,000 |
319 |
0.001 |
Domestic Regional Banks |
|
|
TJX |
TJX Companies Inc |
59 |
- |
$103.37 |
$223,000 |
2,196 |
0.32% |
18,000 |
6 |
0 |
Discount, Variety Stores |
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