Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 8, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 86
- −6 vs. Q3 2022
- Portfolio value
- $162.1M
- +$3.65M (+2.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 429,009 | $15.6M | 9.6% | +429,009 | New | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 233,884 | $12.4M | 7.6% | −16,415−6.6% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 33,466 | $3.73M | 2.3% | −1,284−3.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 37,279 | $3.54M | 2.2% | +2,259+6.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 14,362 | $3.39M | 2.1% | −553−3.7% | Reduced | History |
| AAPLApple Inc. | Stock | 24,859 | $3.32M | 2.0% | −798−3.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 20,620 | $3.24M | 2.0% | −3,493−14.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 5,583 | $3.23M | 2.0% | −495−8.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 35,107 | $3.21M | 2.0% | +2,018+6.1% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 66,519 | $3.09M | 1.9% | +66,519 | New | – |
| UNHUnitedHealth Group Inc | Stock | 6,154 | $3.04M | 1.9% | −248−3.9% | Reduced | History |
| VVisa Inc. | Stock | 13,365 | $2.97M | 1.8% | −473−3.4% | Reduced | History |
| HDHome Depot, Inc. | Stock | 8,965 | $2.95M | 1.8% | −769−7.9% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 18,860 | $2.82M | 1.7% | −8,209−30.3% | Reduced | History |
| IAUiShares Gold Trust | ETF | 78,001 | $2.78M | 1.7% | −3,886−4.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 5,617 | $2.72M | 1.7% | −509−8.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 18,282 | $2.55M | 1.6% | −1,172−6.0% | Reduced | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 61,292 | $2.44M | 1.5% | +39,195+177.4% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,555 | $2.42M | 1.5% | −432−5.4% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 6,215 | $2.27M | 1.4% | −992−13.8% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 7,939 | $2.03M | 1.3% | −295−3.6% | Reduced | History |
| TSLATesla, Inc. | Stock | 16,313 | $2.01M | 1.2% | −363−2.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 5,883 | $1.93M | 1.2% | −292−4.7% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $1.90M | 1.2% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 21,409 | $1.80M | 1.1% | −963−4.3% | Reduced | History |
| DEDeere & Co | Stock | 3,819 | $1.66M | 1.0% | −10.0% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 18,781 | $1.64M | 1.0% | −658−3.4% | Reduced | History |
| EOGEOG Resources Inc | Stock | 12,804 | $1.62M | 1.0% | −1,159−8.3% | Reduced | History |
| ORCLOracle Corp | Stock | 17,721 | $1.57M | 1.0% | +700+4.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,926 | $1.54M | 1.0% | −411−6.5% | Reduced | History |
| ANETArista Networks, Inc. | COM | 13,187 | $1.53M | 0.9% | −3,489−20.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 5,666 | $1.52M | 0.9% | −455−7.4% | Reduced | History |
| CBChubb Ltd | Stock | 6,650 | $1.49M | 0.9% | +151+2.3% | Added | History |
| UBSUBS Group AG | Stock | 73,011 | $1.49M | 0.9% | −5,294−6.8% | Reduced | History |
| NEENextera Energy Inc | Stock | 17,514 | $1.49M | 0.9% | −671−3.7% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 5,961 | $1.48M | 0.9% | +201+3.5% | Added | History |
| MSMorgan Stanley | Stock | 16,025 | $1.43M | 0.9% | −580−3.5% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 16,430 | $1.42M | 0.9% | −710−4.1% | Reduced | History |
| ETNEaton Corp plc | Stock | 8,616 | $1.41M | 0.9% | −66−0.8% | Reduced | History |
| MAMastercard Inc | Stock | 3,725 | $1.41M | 0.9% | −213−5.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,414 | $1.41M | 0.9% | −26−1.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 8,023 | $1.40M | 0.9% | −585−6.8% | Reduced | History |
| CMCSAComcast Corp | Stock | 36,712 | $1.39M | 0.9% | +2,945+8.7% | Added | History |
| FMCFMC Corp | COM NEW | 10,566 | $1.39M | 0.9% | −1,909−15.3% | Reduced | History |
| DXCMDexcom Inc | COM | 12,995 | $1.38M | 0.9% | −961−6.9% | Reduced | History |
| RTXRTX Corp | Stock | 13,717 | $1.37M | 0.8% | +280+2.1% | Added | History |
| PGProcter & Gamble Co | Stock | 9,052 | $1.36M | 0.8% | −189−2.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 9,273 | $1.35M | 0.8% | +198+2.2% | Added | History |
| ORealty Income Corp | REIT | 20,254 | $1.34M | 0.8% | −1,602−7.3% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,093 | $1.33M | 0.8% | −317−3.4% | Reduced | History |
| PFEPfizer Inc | Stock | 27,826 | $1.32M | 0.8% | −1,956−6.6% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 5,718 | $1.30M | 0.8% | −129−2.2% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 9,846 | $1.30M | 0.8% | −404−3.9% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 5,838 | $1.30M | 0.8% | −285−4.7% | Reduced | History |
| QCOMQualcomm Inc | Stock | 10,773 | $1.28M | 0.8% | −1,062−9.0% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 33,343 | $1.27M | 0.8% | −7,554−18.5% | Reduced | History |
| TGTTarget Corp | Stock | 7,861 | $1.25M | 0.8% | −602−7.1% | Reduced | History |
| EAElectronic Arts Inc. | COM | 9,833 | $1.24M | 0.8% | −307−3.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 7,750 | $1.22M | 0.8% | −335−4.1% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 7,289 | $1.21M | 0.7% | −513−6.6% | Reduced | History |
| SHWSherwin Williams Co | COM | 4,812 | $1.17M | 0.7% | −101−2.1% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 10,724 | $1.17M | 0.7% | +85+0.8% | Added | History |
| ADBEAdobe Inc. | Stock | 3,267 | $1.12M | 0.7% | −69−2.1% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,240 | $1.09M | 0.7% | −3,201−22.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,729 | $1.08M | 0.7% | +78+2.9% | Added | History |
| VZVerizon Communications Inc | Stock | 25,986 | $1.07M | 0.7% | +1,764+7.3% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 3,535 | $1.07M | 0.7% | −316−8.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,358 | $1.06M | 0.7% | −573−3.6% | Reduced | History |
| EQIXEquinix Inc | COM | 1,455 | $1.04M | 0.6% | −120−7.6% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 14,683 | $1.01M | 0.6% | −546−3.6% | Reduced | History |
| DDominion Energy, Inc | Stock | 15,988 | $997.4K | 0.6% | +1,022+6.8% | Added | History |
| HPQHP Inc | Stock | 34,145 | $984.4K | 0.6% | −7,073−17.2% | Reduced | History |
| BACBank of America Corp | Stock | 25,693 | $883.3K | 0.5% | −3,121−10.8% | Reduced | History |
| HUBSHubSpot Inc | COM | 2,840 | $856.0K | 0.5% | −137−4.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 3,383 | $848.2K | 0.5% | +83+2.5% | Added | History |
| SIVBSVB Financial Group | COM | 3,265 | $832.5K | 0.5% | +1,258+62.7% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 7,960 | $790.0K | 0.5% | −214−2.6% | Reduced | History |
| ILMNIllumina, Inc. | COM | 3,841 | $783.8K | 0.5% | −528−12.1% | Reduced | History |
| CCitigroup Inc | Stock | 14,071 | $685.4K | 0.4% | +1,830+14.9% | Added | History |
| LRCXLam Research Corp | COM | 1,435 | $666.3K | 0.4% | +1,435 | New | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,769 | $531.5K | 0.3% | −217−1.8% | Reduced | – |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 24,505 | $499.5K | 0.3% | +457+1.9% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,911 | $439.1K | 0.3% | +2,911+58.2% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,919 | $429.5K | 0.3% | −3−0.1% | Reduced | – |
| MRNAModerna, Inc. | Stock | 1,400 | $261.3K | 0.2% | +1,400 | New | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 3,987 | $222.4K | 0.1% | +3,987 | New | – |
Sold out since Q3 2022 (11)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 501,391 | $16.3M | 10.3% | – |
| BPBP PLC | ADR | 43,540 | $1.24M | 0.8% | History |
| LULUlululemon athletica inc. | Stock | 3,949 | $1.10M | 0.7% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 16,397 | $873.0K | 0.6% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,355 | $847.0K | 0.5% | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,509 | $744.0K | 0.5% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,819 | $691.0K | 0.4% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,485 | $372.0K | 0.2% | – |
| BKNGBooking Holdings Inc. | Stock | 190 | $312.0K | 0.2% | History |
| SOSouthern Co | Stock | 4,400 | $299.0K | 0.2% | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,107 | $292.0K | 0.2% | – |