Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 8, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 92
- +6 vs. Q2 2022
- Portfolio value
- $158.4M
- −$17.1M (−9.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 501,391 | $16.3M | 10.3% | −13,504−2.6% | Reduced | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 250,299 | $11.4M | 7.2% | −18,469−6.9% | Reduced | – |
| LNGCheniere Energy, Inc. | COM NEW | 27,069 | $4.49M | 2.8% | +142+0.5% | Added | History |
| TSLATesla, Inc. | Stock | 16,676 | $4.42M | 2.8% | −1,546−8.5% | ReducedConverted for a 3-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 35,020 | $3.96M | 2.5% | +1,022+3.0% | Added | History |
| AAPLApple Inc. | Stock | 25,657 | $3.55M | 2.2% | −205−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 14,915 | $3.47M | 2.2% | +490+3.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 24,113 | $3.24M | 2.0% | −635−2.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 6,402 | $3.23M | 2.0% | −833−11.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 33,089 | $3.17M | 2.0% | −635,611−95.1% | ReducedConverted for a 20-for-1 split | History |
| XOMExxonMobil Holdings Corp | COM | 34,750 | $3.03M | 1.9% | +1,106+3.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,126 | $2.89M | 1.8% | −313−4.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 6,078 | $2.70M | 1.7% | +86+1.4% | Added | History |
| HDHome Depot, Inc. | Stock | 9,734 | $2.69M | 1.7% | +343+3.7% | Added | History |
| IAUiShares Gold Trust | ETF | 81,887 | $2.58M | 1.6% | −4,954−5.7% | Reduced | History |
| VVisa Inc. | Stock | 13,838 | $2.46M | 1.6% | +250+1.8% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,441 | $2.38M | 1.5% | +589+4.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,987 | $2.13M | 1.3% | −202−2.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 7,207 | $2.11M | 1.3% | −203−2.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 19,454 | $2.03M | 1.3% | +714+3.8% | Added | History |
| ANETArista Networks, Inc. | COM | 16,676 | $1.88M | 1.2% | −2,305−12.1% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 22,372 | $1.86M | 1.2% | +206+0.9% | Added | History |
| BDXBecton Dickinson & Co | Stock | 8,234 | $1.83M | 1.2% | +154+1.9% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $1.81M | 1.1% | 00.0% | Unchanged | History |
| EOGEOG Resources Inc | Stock | 13,963 | $1.56M | 1.0% | +1,242+9.8% | Added | History |
| NFLXNetflix Inc | Stock | 6,175 | $1.45M | 0.9% | +65+1.1% | Added | History |
| NEENextera Energy Inc | Stock | 18,185 | $1.43M | 0.9% | −98−0.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 6,121 | $1.41M | 0.9% | +4+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 8,608 | $1.41M | 0.9% | +139+1.6% | Added | History |
| STZConstellation Brands, Inc. | Stock | 6,123 | $1.41M | 0.9% | +78+1.3% | Added | History |
| WCNWaste Connections, Inc. | COM | 10,250 | $1.39M | 0.9% | +20+0.2% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 17,140 | $1.38M | 0.9% | +193+1.1% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 15,229 | $1.35M | 0.9% | −137−0.9% | Reduced | History |
| QCOMQualcomm Inc | Stock | 11,835 | $1.34M | 0.8% | +9,935+522.9% | Added | History |
| FMCFMC Corp | COM NEW | 12,475 | $1.32M | 0.8% | −330−2.6% | Reduced | History |
| MSMorgan Stanley | Stock | 16,605 | $1.31M | 0.8% | +359+2.2% | Added | History |
| PFEPfizer Inc | Stock | 29,782 | $1.30M | 0.8% | −858−2.8% | Reduced | History |
| DEDeere & Co | Stock | 3,820 | $1.27M | 0.8% | −21−0.5% | Reduced | History |
| ORealty Income Corp | REIT | 21,856 | $1.27M | 0.8% | −61−0.3% | Reduced | History |
| TGTTarget Corp | Stock | 8,463 | $1.26M | 0.8% | +331+4.1% | Added | History |
| AMTAmerican Tower Corp | REIT | 5,847 | $1.25M | 0.8% | +78+1.4% | Added | History |
| BPBP PLC | ADR | 43,540 | $1.24M | 0.8% | −2,594−5.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,440 | $1.24M | 0.8% | −945−27.9% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 5,760 | $1.22M | 0.8% | −228−3.8% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,410 | $1.22M | 0.8% | −186−1.9% | Reduced | History |
| ZTSZoetis Inc. | Stock | 8,085 | $1.20M | 0.8% | +385+5.0% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 19,439 | $1.20M | 0.8% | +19,439 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 6,337 | $1.19M | 0.7% | +280+4.6% | Added | History |
| CBChubb Ltd | Stock | 6,499 | $1.18M | 0.7% | +6,499 | New | History |
| EAElectronic Arts Inc. | COM | 10,140 | $1.17M | 0.7% | −111−1.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 9,241 | $1.17M | 0.7% | +224+2.5% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 7,802 | $1.17M | 0.7% | +7,802 | New | History |
| ETNEaton Corp plc | Stock | 8,682 | $1.16M | 0.7% | −507−5.5% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 40,897 | $1.15M | 0.7% | +167+0.4% | Added | History |
| UBSUBS Group AG | Stock | 78,305 | $1.14M | 0.7% | −2,106−2.6% | Reduced | History |
| DXCMDexcom Inc | COM | 13,956 | $1.12M | 0.7% | +418+3.1% | Added | History |
| MAMastercard Inc | Stock | 3,938 | $1.12M | 0.7% | +138+3.6% | Added | History |
| LULUlululemon athletica inc. | Stock | 3,949 | $1.10M | 0.7% | −139−3.4% | Reduced | History |
| RTXRTX Corp | Stock | 13,437 | $1.10M | 0.7% | −593−4.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 9,075 | $1.08M | 0.7% | −219−2.4% | Reduced | History |
| ORCLOracle Corp | Stock | 17,021 | $1.04M | 0.7% | −685−3.9% | Reduced | History |
| DDominion Energy, Inc | Stock | 14,966 | $1.03M | 0.7% | −312−2.0% | Reduced | History |
| HPQHP Inc | Stock | 41,218 | $1.03M | 0.6% | +318+0.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,931 | $1.01M | 0.6% | +603+3.9% | Added | History |
| SHWSherwin Williams Co | COM | 4,913 | $1.01M | 0.6% | +160+3.4% | Added | History |
| CMCSAComcast Corp | Stock | 33,767 | $990.0K | 0.6% | −450−1.3% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 10,639 | $961.0K | 0.6% | +256+2.5% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,651 | $947.0K | 0.6% | −604−18.6% | Reduced | History |
| VZVerizon Communications Inc | Stock | 24,222 | $920.0K | 0.6% | +225+0.9% | Added | History |
| ADBEAdobe Inc. | Stock | 3,336 | $918.0K | 0.6% | +175+5.5% | Added | History |
| EQIXEquinix Inc | COM | 1,575 | $896.0K | 0.6% | −72−4.4% | Reduced | History |
| SEDGSolaredge Technologies, Inc. | COM | 3,851 | $891.0K | 0.6% | +26+0.7% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 16,397 | $873.0K | 0.6% | +197+1.2% | Added | History |
| BACBank of America Corp | Stock | 28,814 | $870.0K | 0.5% | +603+2.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,355 | $847.0K | 0.5% | −596−4.6% | Reduced | History |
| ILMNIllumina, Inc. | COM | 4,369 | $834.0K | 0.5% | +91+2.1% | Added | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 22,097 | $808.0K | 0.5% | +22,097 | New | – |
| HUBSHubSpot Inc | COM | 2,977 | $804.0K | 0.5% | −74−2.4% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 8,174 | $766.0K | 0.5% | +53+0.7% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,509 | $744.0K | 0.5% | +24,509 | New | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,819 | $691.0K | 0.4% | +5,819 | New | – |
| SIVBSVB Financial Group | COM | 2,007 | $674.0K | 0.4% | −32−1.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 3,300 | $541.0K | 0.3% | +3,300 | New | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,986 | $522.0K | 0.3% | +132+1.1% | Added | – |
| CCitigroup Inc | Stock | 12,241 | $510.0K | 0.3% | +12,241 | New | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 24,048 | $442.0K | 0.3% | −4,251−15.0% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,922 | $402.0K | 0.3% | +290+8.0% | Added | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,485 | $372.0K | 0.2% | +4,485 | New | – |
| BKNGBooking Holdings Inc. | Stock | 190 | $312.0K | 0.2% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 4,400 | $299.0K | 0.2% | 00.0% | Unchanged | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,107 | $292.0K | 0.2% | +6,107 | New | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,000 | $256.0K | 0.2% | +5,000 | New | – |
Sold out since Q2 2022 (5)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 12,711 | $2.35M | 1.3% | History |
| LENLennar Corp | CL A | 16,543 | $1.36M | 0.8% | History |
| METAMeta Platforms, Inc. | Stock | 8,286 | $1.33M | 0.8% | History |
| LPXLouisiana-Pacific Corp | COM | 19,381 | $1.21M | 0.7% | History |
| MRNAModerna, Inc. | Stock | 1,400 | $225.0K | 0.1% | History |