$131 Million is the total value of Hoffman, Alan N Investment Management's 10 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $76,067 | -7.2% | 585,448 | -1.3% | 57.86% | +3.9% |
| AMZN | Sell | AMAZON COM INC | $23,335 | -27.5% | 277,793 | -2.4% | 17.75% | -18.8% |
| MSFT | Sell | MICROSOFT CORP | $17,340 | +2.8% | 72,304 | -0.1% | 13.19% | +15.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,866 | -7.5% | 66,480 | +0.2% | 4.46% | +3.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $5,236 | -3.5% | 11,470 | -0.2% | 3.98% | +8.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,911 | -32.3% | 21,540 | -26.6% | 1.45% | -24.2% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $788 | -3.7% | 4,581 | -2.4% | 0.60% | +7.7% |
| DVY | Sell | ISHARES TRselect divid etf | $334 | +6.0% | 2,768 | -5.7% | 0.25% | +18.7% |
| SDY | SPDR SER TRs&p divid etf | $320 | +11.9% | 2,561 | 0.0% | 0.24% | +25.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $266 | +22.6% | 790 | 0.0% | 0.20% | +37.4% |
Signatures
The EDGAR filing(s) were signed by:
- Aryn Sands — Agent
- Hoffman, Alan N Investment Management holdings (13F-HR)
- Hoffman, Alan N Investment Management ownership history
- Hoffman, Alan N Investment Management portfolio value
- Hoffman, Alan N Investment Management filings
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