Hoffman, Alan N Investment Management as of March 31, 2023
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 52.7 | $74M | 451k | 164.90 | |
| Amazon (AMZN) | 20.1 | $28M | 275k | 103.29 | |
| Microsoft Corporation (MSFT) | 14.8 | $21M | 73k | 288.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $7.1M | 69k | 103.73 | |
| Costco Wholesale Corporation (COST) | 4.2 | $5.9M | 12k | 496.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.2M | 21k | 104.00 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $790k | 3.9k | 204.51 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $324k | 2.8k | 117.18 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $317k | 2.6k | 123.71 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $304k | 790.00 | 385.37 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $276k | 9.8k | 28.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $218k | 680.00 | 320.93 |
