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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 : 11     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 2 - $412.76 $5,662,000 15,874 8.35% 101,000 0 0.001    Property & Casualty I...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 19 - $60.24 $1,002,000 6,358 1.48% -15,000 0 0    Discount, Variety Stores
   (UNP)1 Year Chart         UNP Union Pacific Corp 27 - $246.54 $712,000 2,901 1.05% 121,000 0 0    Railroads
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 37 - $517.55 $529,000 1,005 0.78% 22,000 0 0    Health Care Plans
   (LLY)1 Year Chart         LLY Eli Lilly & Co 46 - $787.02 $352,000 603 0.52% 28,000 0 0    Drug Manufacturers - ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 47 - $172.51 $335,000 2,400 0.49% 21,000 0 0    Search Engines & Info...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 52 - $15.89 $279,000 20,225 0.41% -5,000 0 0.001    Oil & Gas Pipelines &...
   (RF)1 Year Chart         RF Regions Financial Corp 55 - $20.26 $263,000 13,546 0.39% 30,000 0 0.001    Domestic Regional Banks
   (PSX)1 Year Chart         PSX Phillips 66 56 - $146.21 $259,000 1,945 0.38% 25,000 0 0    Oil & Gas Refining, P...
   (DOW)1 Year Chart         DOW DOW Inc 57 - $59.06 $248,000 4,525 0.37% 15,000 0 0.001    Diversified Chemicals
   (CVX)1 Year Chart         CVX Chevron Corp 58 - $163.05 $237,000 1,590 0.35% -31,000 0 0    Integrated Oil & Gas

      11 Records Found
  1    
Page 1 of 1
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