HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
429,462 | -15,530 | $73,644 |
| AAPL | 429,462 | -15,530 | $73,644 |
| AMAZON COM INC |
249,471 | -8,902 | $45,000 |
| AMZN | 249,471 | -8,902 | $45,000 |
| MICROSOFT CORP |
76,966 | -395 | $32,381 |
| MSFT | 76,966 | -395 | $32,381 |
| ALPHABET INC |
72,113 | +36 | $10,884 |
| GOOGL | 72,113 | +36 | $10,884 |
| COSTCO WHSL CORP NEW |
11,731 | +52 | $8,594 |
| COST | 11,731 | +52 | $8,594 |
| ALPHABET INC |
19,975 | -840 | $3,041 |
| GOOG | 19,975 | -840 | $3,041 |
| VANGUARD WORLD FD (MGK) |
3,982 | -61 | $1,141 |
| MGK | 3,982 | -61 | $1,141 |
| NVIDIA CORPORATION |
1,045 | +409 | $944 |
| NVDA | 1,045 | +409 | $944 |
| PROSHARES TR (TQQQ) |
10,005 | +141 | $616 |
| TQQQ | 10,005 | +141 | $616 |
| INVESCO QQQ TR |
1,343 | -10 | $596 |
| QQQ | 1,343 | -10 | $596 |
| ADOBE INC |
790 | UNCH | $399 |
| ADBE | 790 | UNCH | $399 |
| SPDR S&P 500 ETF TR (SPY) |
743 | +21 | $389 |
| SPY | 743 | +21 | $389 |
| SPDR SER TR (SDY) |
2,471 | UNCH | $324 |
| SDY | 2,471 | UNCH | $324 |
| ISHARES TR (DVY) |
2,134 | -434 | $263 |
| DVY | 2,134 | -434 | $263 |
See Summary: Hoffman Alan N Investment Management Top Holdings
See Details: Top 10 Stocks Held By Hoffman Alan N Investment Management
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DVY | -2,568 | -$301 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NVDA | +409 | +$629 |
| TQQQ | +141 | +$116 |
| COST | +52 | +$885 |
| GOOGL | +36 | +$816 |
| SPY | +21 | +$46 |
| ADBE | UNCH | -$72 |
| SDY | UNCH | +$15 |
| QQQ | -10 | +$42 |
| MGK | -61 | +$92 |
| MSFT | -395 | +$3,290 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| AAPL | -15,530 | -$12,030 |
| AMZN | -8,902 | +$5,743 |
| GOOG | -840 | +$108 |
| DVY | -434 | -$38 |
|
Size ($ in 1000's)
At 03/31/2024: $178,216 At 12/31/2023: $178,574 Hoffman Alan N Investment Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hoffman Alan N Investment Management 13F filings. Link to 13F filings: SEC filings |
