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Name: |
Hoffman Alan N Investment Management |
City: |
NEEDHAM HEIGHTS |
State: |
MA |
Zip: |
02494 |
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Holdings
Found :
14 |
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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 |
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AAPL |
Apple Inc |
1 |
- |
$173.03 |
$73,644,000 |
429,462 |
41.32% |
-12,030,000 |
-15,530 |
0.003 |
Personal Computers |
|
AMZN |
Amazon.com Inc |
2 |
- |
$184.72 |
$45,000,000 |
249,471 |
25.25% |
5,743,000 |
-8,902 |
0.002 |
Internet Software & S... |
|
MSFT |
Microsoft Corp |
3 |
- |
$397.84 |
$32,381,000 |
76,966 |
18.17% |
3,290,000 |
-395 |
0.001 |
Application Software |
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GOOGL |
Alphabet Inc |
4 |
- |
$166.62 |
$10,884,000 |
72,113 |
6.11% |
816,000 |
36 |
0.001 |
Search Engines & Info... |
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COST |
Costco Wholesale Corp |
5 |
- |
$732.44 |
$8,594,000 |
11,731 |
4.82% |
885,000 |
52 |
0.003 |
Discount, Variety Stores |
|
GOOG |
Alphabet Inc |
6 |
- |
$168.46 |
$3,041,000 |
19,975 |
1.71% |
108,000 |
-840 |
0 |
Search Engines & Info... |
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MGK |
Vanguard Mega Cap 300 Gr In... |
7 |
- |
$277.92 |
$1,141,000 |
3,982 |
0.64% |
92,000 |
-61 |
0.008 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
8 |
- |
$858.17 |
$944,000 |
1,045 |
0.53% |
629,000 |
409 |
0 |
Semiconductor - Speci... |
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TQQQ |
Proshares Ultrapro Qqq Etf |
9 |
- |
$53.51 |
$616,000 |
10,005 |
0.35% |
116,000 |
141 |
0.016 |
Closed - End Fund - Debt |
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QQQ |
Invesco QQQ Trust Series I |
10 |
- |
$426.90 |
$596,000 |
1,343 |
0.33% |
42,000 |
-10 |
0 |
Closed - End Fund - Debt |
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ADBE |
Adobe Systems Inc |
11 |
- |
$476.57 |
$399,000 |
790 |
0.22% |
-72,000 |
0 |
0 |
Application Software |
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SPY |
Standard & Poors Depository... |
12 |
- |
$505.03 |
$389,000 |
743 |
0.22% |
46,000 |
21 |
0 |
Closed - End Fund - E... |
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SDY |
streetTRACKS Series Trust -... |
13 |
- |
$128.09 |
$324,000 |
2,471 |
0.18% |
15,000 |
0 |
0.002 |
Closed - End Fund - E... |
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DVY |
iShares Dow Select Div |
14 |
- |
$120.68 |
$263,000 |
2,134 |
0.15% |
-38,000 |
-434 |
0.001 |
Closed - End Fund - E... |
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