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  Name: Aldebaran Financial Inc.
  City: KINGSPORT
  State: TN
  Zip: 37663
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $67,825,000
  Total Value Change : $3,734,000
  Securities Held Change : -1
   
All Securities Held : 62
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 8
  Unchanged Positions : 11
  Decreased Positions : 40

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Holdings Found : 6     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 6 - $64.74 $2,914,000 49,856 4.3% 323,000 503 0.052    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 7 - $528.69 $2,646,000 5,566 3.9% 356,000 209 0    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 13 - $175.43 $1,456,000 10,330 2.15% 99,000 35 0    Search Engines & Info...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 14 - $451.98 $1,395,000 3,407 2.06% 204,000 82 0.001    Closed - End Fund - Debt
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 24 - $157.94 $762,000 4,461 1.12% 23,000 11 0.002    Oil & Gas Equipment &...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 44 - $470.69 $382,000 815 0.56% 25,000 5 0    Aerospace/Defense - M...

      6 Records Found
  1    
Page 1 of 1
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