0001062993-24-015537.txt : 20240822 0001062993-24-015537.hdr.sgml : 20240822 20240822110630 ACCESSION NUMBER: 0001062993-24-015537 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240822 DATE AS OF CHANGE: 20240822 EFFECTIVENESS DATE: 20240822 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aldebaran Financial Inc. CENTRAL INDEX KEY: 0001353110 ORGANIZATION NAME: IRS NUMBER: 621472857 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15879 FILM NUMBER: 241230722 BUSINESS ADDRESS: BUSINESS PHONE: 423-239-9087 MAIL ADDRESS: STREET 1: 4105 FORT HENRY DR. SUITE 305 CITY: KINGSPORT STATE: TN ZIP: 37663 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001353110 XXXXXXXX 06-30-2024 06-30-2024 false Aldebaran Financial Inc.
4105 FORT HENRY DR. SUITE 305 KINGSPORT TN 37663
13F HOLDINGS REPORT 028-15879 N
Peter W. Raber President and CCO 423-239-7535 Peter W. Raber Kingsport TN 07-12-2024 0 64 76310639 false
INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 273225 1500 SH SOLE 1500 0 0 ALPHABET INC CAP STK CL C 02079K107 1827896 9966 SH SOLE 9966 0 0 AMERICAN WELL CORP CL A 03044L105 4108626 21261 SH SOLE 21261 0 0 APPLE INC COM 037833100 6243338 29643 SH SOLE 29643 0 0 APPLIED MATLS INC COM 038222105 306787 1300 SH SOLE 1300 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6455645 15869 SH SOLE 15869 0 0 CATERPILLAR INC COM 149123101 218847 657 SH SOLE 657 0 0 CENTENE CORP DEL COM 15135B101 347478 5241 SH SOLE 5241 0 0 CHENIERE ENERGY INC COM NEW 16411R208 720154 4119 SH SOLE 4119 0 0 COHERENT CORP COM 19247G107 555116 7661 SH SOLE 7661 0 0 COSTCO WHSL CORP NEW COM 22160K105 212498 250 SH SOLE 250 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 1262228 3294 SH SOLE 3294 0 0 DIGITAL RLTY TR INC COM 253868103 475917 3130 SH SOLE 3130 0 0 DOLLAR GEN CORP NEW COM 256677105 343005 2594 SH SOLE 2594 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 373357 3725 SH SOLE 3725 0 0 EASTMAN CHEM CO COM 277432100 745352 7608 SH SOLE 7608 0 0 ECOLAB INC COM 278865100 437255 1837 SH SOLE 1837 0 0 ELEVANCE HEALTH INC COM 036752103 369631 682 SH SOLE 682 0 0 ELI LILLY & CO COM 532457108 654590 723 SH SOLE 723 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 328050 20225 SH SOLE 20225 0 0 EXXON MOBIL CORP COM 30231G102 666595 5790 SH SOLE 5790 0 0 FEDEX CORP COM 31428X106 308835 1030 SH SOLE 1030 0 0 FIRST HORIZON CORPORATION COM 320517105 575730 36508 SH SOLE 36508 0 0 FORTINET INC COM 34959E109 4729884 78478 SH SOLE 78478 0 0 HOME DEPOT INC COM 437076102 731229 2124 SH SOLE 2124 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2017532 4211 SH SOLE 4211 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 252970 694 SH SOLE 694 0 0 JPMORGAN CHASE & CO. COM 46625H100 2159721 10678 SH SOLE 10678 0 0 JOHNSON & JOHNSON COM 478160104 1248350 8541 SH SOLE 8541 0 0 LOWES COS INC COM 548661107 852142 3865 SH SOLE 3865 0 0 MARATHON PETE CORP COM 56585A102 542645 3128 SH SOLE 3128 0 0 MCDONALDS CORP COM 580135101 642165 2520 SH SOLE 2520 0 0 META PLATFORMS INC CL A 30303M102 1305624 2589 SH SOLE 2589 0 0 MICROSOFT CORP COM 594918104 3235994 7240 SH SOLE 7240 0 0 NORFOLK SOUTHN CORP COM 655844108 932936 4346 SH SOLE 4346 0 0 NORTHROP GRUMMAN CORP COM 666807102 337861 775 SH SOLE 775 0 0 NVIDIA CORPORATION COM 67066G104 2606873 21101 SH SOLE 21101 0 0 PEPSICO INC COM 713448108 200101 1213 SH SOLE 1213 0 0 PHILLIPS 66 COM 718546104 200461 1420 SH SOLE 1420 0 0 PROCTER AND GAMBLE CO COM 742718109 2179620 13216 SH SOLE 13216 0 0 PULTE GROUP INC COM 745867101 296720 2695 SH SOLE 2695 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 273371 13641 SH SOLE 13641 0 0 SALESFORCE INC COM 79466L302 1217265 4735 SH SOLE 4735 0 0 SOFI TECHNOLOGIES INC COM 83406F102 261756 39600 SH SOLE 39600 0 0 SOUTHERN CO COM 842587107 267617 3450 SH SOLE 3450 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 301952 772 SH SOLE 772 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 4396607 66264 SH SOLE 66264 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 709094 13822 SH SOLE 13822 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 2127227 33238 SH SOLE 33238 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 765315 18428 SH SOLE 18428 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4362468 8016 SH SOLE 8016 0 0 STARBUCKS CORP COM 855244109 360571 4632 SH SOLE 4632 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 312424 1381 SH SOLE 1381 0 0 TESLA INC COM 88160R101 231322 1169 SH SOLE 1169 0 0 COCA COLA CO COM 191216100 613956 9646 SH SOLE 9646 0 0 TJX COS INC NEW COM 872540109 242432 2202 SH SOLE 2202 0 0 TRUIST FINL CORP COM 89832Q109 284204 7315 SH SOLE 7315 0 0 UNION PAC CORP COM 907818108 611051 2701 SH SOLE 2701 0 0 UNITEDHEALTH GROUP INC COM 91324P102 498056 978 SH SOLE 978 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 791700 2960 SH SOLE 2960 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 595671 14444 SH SOLE 14444 0 0 WALMART INC COM 931142103 1358207 20059 SH SOLE 20059 0 0 DISNEY WALT CO COM 254687106 1158112 11664 SH SOLE 11664 0 0 WASTE MGMT INC DEL COM 94106L109 2287278 10721 SH SOLE 10721 0 0