HA

Hoffman, Alan N Investment Management

13F
Hoffman, Alan N Investment Management
Last update 2024-10-08 14 Stocks (0 new)
Value $208.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(47.24%)AMZN(22.05%)MSFT(16.00%)GOOGL(5.73%)COST(5.03%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hoffman, Alan N Investment Man... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
421,061
98107.150
-0.41%
47.240
-0.18%
0.000
+3.19%
+17.04%
3389420.990
Hardware
AMZN 		Amazon.com Inc
245,813
45802.340
-0.64%
22.050
-0.15%
0.000
+25.25%
+37.50%
2197111.550
Retail - Cyclical
MSFT 		Microsoft Corp
77,217
33226.480
+0.28%
16.000
+0.04%
0.000
+4.17%
+13.11%
3146664.593
Software
GOOGL 		Alphabet Inc
71,749
11899.570
+0.01%
5.730
0%
0.000
+12.06%
+30.34%
2232238.632
Interactive Media
COST 		Costco Wholesale Corp
11,789
10451.180
+0.51%
5.030
+0.03%
0.000
+8.11%
+42.08%
413112.901
Retail - Defensive
GOOG 		Alphabet Inc
19,683
3290.800
-0.64%
1.580
-0.01%
0.000
+11.96%
+30.40%
2233226.439
Interactive Media
NVDA 		NVIDIA Corp
10,800
1311.550
0%
0.630
0%
0.000
+36.03%
+199.51%
3638044.300
Semiconductors
MGK 		Vanguard Mega Cap Growth ETF
3,918
1261.400
-0.41%
0.610
0%
0.010
+14.09%
+31.23%
21446.599
 
QQQ 		INVESCO QQQ Trust
1,340
654.010
+2.13%
0.310
+0.01%
0.000
+13.63%
+25.24%
312150.940
 
SPY 		S&P 500 ETF TRUST ETF
771
442.370
+10.78%
0.210
+0.02%
0.000
+11.91%
+25.56%
617249.220
 

Hoffman, Alan N Investment Management's Historical Top Holdings Breakdowns

Hoffman, Alan N Investment Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30Reduce
-0.18%
●
207.23 ($223.32) 234.82
$224.23
0.41%
Reduce -0.41%
421,061
-1,718
AMZN 		Amazon.com Inc2024-09-30Reduce
-0.15%
●
161.02 ($182.46) 200
$208.91
14.50%
Reduce -0.64%
245,813
-1,594
MSFT 		Microsoft Corp2024-09-30Add
+0.04%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Add 0.28%
77,217
217
COST 		Costco Wholesale Corp2024-09-30Add
+0.03%
●
801.83 ($867.9) 917.08
$932.38
7.43%
Add 0.51%
11,789
60
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.02%
●
517.38 ($552.93) 573.76
$596.79
7.93%
Add 10.78%
771
75
GOOG 		Alphabet Inc2024-09-30Reduce
-0.01%
●
149.54 ($169.25) 192.66
$183.32
8.31%
Reduce -0.64%
19,683
-127
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.01%
●
434.77 ($473.23) 502.96
$512.90
8.38%
Add 2.13%
1,340
28
GOOGL 		Alphabet Inc2024-09-30Add
0%
●
148.66 ($167.74) 191.18
$181.62
8.27%
Add 0.01%
71,749
4
MGK 		Vanguard Mega Cap Growth ETF2024-09-30Reduce
0%
●
285.48 ($311.85) 330.24
$340.56
9.21%
Reduce -0.41%
3,918
-16
AAPL 		Apple Inc2024-06-30Reduce
-0.64%
●
165 ($186.49) 216.67
$224.23
20.24%
Reduce -1.56%
422,779
-6,683

Hoffman, Alan N Investment Management Total Holding History ($B)

To

Hoffman, Alan N Investment Management's Asset Allocation

To

Hoffman, Alan N Investment Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hoffman, Alan N Investment Management's Hypothetical Growth since 2024-09-30

Hoffman, Alan N Investment Management's Yearly Returns

Year Portfolio % % Excess Gain %

Hoffman, Alan N Investment Management's Holdings Heat Map

Size field:

Hoffman, Alan N Investment Management's Holdings Bubble Chart

Hoffman, Alan N Investment Management News

  • 1

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