Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 79
- −7 vs. Q4 2022
- Portfolio value
- $109.3M
- −$52.8M (−32.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 430,253 | $16.1M | 14.8% | +1,244+0.3% | Added | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 206,281 | $10.7M | 9.8% | −27,603−11.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 44,479 | $3.85M | 3.5% | +9,372+26.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 14,601 | $2.93M | 2.7% | +239+1.7% | Added | History |
| AAPLApple Inc. | Stock | 25,398 | $2.80M | 2.6% | +539+2.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 39,714 | $2.46M | 2.3% | +2,435+6.5% | Added | History |
| TSLATesla, Inc. | Stock | 23,986 | $2.13M | 2.0% | +7,673+47.0% | Added | History |
| IAUiShares Gold Trust | ETF | 75,991 | $1.78M | 1.6% | −2,010−2.6% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 25,928 | $1.75M | 1.6% | −7,538−22.5% | Reduced | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 64,733 | $1.70M | 1.6% | +3,441+5.6% | Added | – |
| AVGOBroadcom Inc. | Stock | 3,718 | $1.70M | 1.6% | −1,865−33.4% | Reduced | History |
| VVisa Inc. | Stock | 9,465 | $1.70M | 1.6% | −3,900−29.2% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $1.68M | 1.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,445 | $1.67M | 1.5% | −1,110−14.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 14,642 | $1.57M | 1.4% | −3,640−19.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 3,769 | $1.55M | 1.4% | −1,848−32.9% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 5,428 | $1.52M | 1.4% | −787−12.7% | Reduced | History |
| ANETArista Networks, Inc. | COM | 13,203 | $1.50M | 1.4% | +16+0.1% | Added | History |
| ORCLOracle Corp | Stock | 18,065 | $1.46M | 1.3% | +344+1.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 11,394 | $1.44M | 1.3% | −9,226−44.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 5,316 | $1.43M | 1.3% | −567−9.6% | Reduced | History |
| MCDMcDonalds Corp | Stock | 5,746 | $1.42M | 1.3% | +80+1.4% | Added | History |
| CEGConstellation Energy Corp | Stock | 21,972 | $1.42M | 1.3% | +563+2.6% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,480 | $1.42M | 1.3% | −446−7.5% | Reduced | History |
| BPBP PLC | ADR | 44,305 | $1.40M | 1.3% | +44,305 | New | History |
| CMCSAComcast Corp | Stock | 38,993 | $1.38M | 1.3% | +2,281+6.2% | Added | History |
| DXCMDexcom Inc | COM | 13,237 | $1.35M | 1.2% | +242+1.9% | Added | History |
| NVSNovartis AG | ADR | 14,709 | $1.35M | 1.2% | +14,709 | New | History |
| GILDGilead Sciences, Inc. | Stock | 19,145 | $1.34M | 1.2% | +364+1.9% | Added | History |
| ETNEaton Corp plc | Stock | 8,730 | $1.34M | 1.2% | +114+1.3% | Added | History |
| EOGEOG Resources Inc | Stock | 13,111 | $1.34M | 1.2% | +307+2.4% | Added | History |
| DEDeere & Co | Stock | 3,765 | $1.30M | 1.2% | −54−1.4% | Reduced | History |
| UBSUBS Group AG | Stock | 74,058 | $1.30M | 1.2% | +1,047+1.4% | Added | History |
| WCNWaste Connections, Inc. | COM | 10,241 | $1.29M | 1.2% | +395+4.0% | Added | History |
| WMTWalmart Inc. | Stock | 9,441 | $1.28M | 1.2% | +348+3.8% | Added | History |
| MAMastercard Inc | Stock | 3,788 | $1.28M | 1.2% | +63+1.7% | Added | History |
| MSMorgan Stanley | Stock | 16,535 | $1.28M | 1.2% | +510+3.2% | Added | History |
| ZTSZoetis Inc. | Stock | 7,866 | $1.28M | 1.2% | +116+1.5% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 24,890 | $1.26M | 1.2% | +24,890 | New | History |
| RTXRTX Corp | Stock | 14,166 | $1.26M | 1.2% | +449+3.3% | Added | History |
| QCOMQualcomm Inc | Stock | 12,077 | $1.24M | 1.1% | +1,304+12.1% | Added | History |
| CBChubb Ltd | Stock | 6,848 | $1.20M | 1.1% | +198+3.0% | Added | History |
| JNJJohnson & Johnson | Stock | 8,312 | $1.17M | 1.1% | +289+3.6% | Added | History |
| NEENextera Energy Inc | Stock | 17,936 | $1.15M | 1.1% | +422+2.4% | Added | History |
| BDXBecton Dickinson & Co | Stock | 5,101 | $1.14M | 1.0% | −2,838−35.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,436 | $1.12M | 1.0% | +22+0.9% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,363 | $1.11M | 1.0% | +123+1.1% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 17,374 | $1.10M | 1.0% | +944+5.7% | Added | History |
| ORealty Income Corp | REIT | 21,374 | $1.06M | 1.0% | +1,120+5.5% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 18,697 | $1.04M | 1.0% | +18,697 | New | History |
| DALDelta Air Lines, Inc. | COM NEW | 37,985 | $985.0K | 0.9% | +4,642+13.9% | Added | History |
| HDHome Depot, Inc. | Stock | 4,416 | $977.5K | 0.9% | −4,549−50.7% | Reduced | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 14,579 | $957.6K | 0.9% | +14,579 | New | – |
| PFEPfizer Inc | Stock | 33,348 | $922.2K | 0.8% | +5,522+19.8% | Added | History |
| FMCFMC Corp | COM NEW | 11,235 | $870.1K | 0.8% | +669+6.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,655 | $677.5K | 0.6% | +297+1.9% | Added | History |
| GDGeneral Dynamics Corp | Stock | 6,081 | $610.9K | 0.6% | +120+2.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,607 | $606.7K | 0.6% | −3,547−57.6% | Reduced | History |
| BHPBHP Group Ltd | ADR | 21,817 | $545.2K | 0.5% | +21,817 | New | History |
| HUBSHubSpot Inc | COM | 3,025 | $487.2K | 0.4% | +185+6.5% | Added | History |
| FEFirstenergy Corp | COM | 32,347 | $406.2K | 0.4% | +32,347 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 8,662 | $342.2K | 0.3% | −10,198−54.1% | Reduced | History |
| TGTTarget Corp | Stock | 7,945 | $307.0K | 0.3% | +84+1.1% | Added | History |
| SHELShell plc | ADR | 20,617 | $233.1K | 0.2% | +20,617 | New | History |
| IBMInternational Business Machines Corp | Stock | 9,689 | $226.7K | 0.2% | +416+4.5% | Added | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 196,353 | $1.19K | <0.1% | +196,353 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 11,163 | $1.17K | <0.1% | +439+4.1% | Added | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 114,217 | $1.16K | <0.1% | +114,217 | New | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 404,223 | $1.16K | <0.1% | +404,223 | New | History |
| HPQHP Inc | Stock | 38,624 | $1.15K | <0.1% | +4,479+13.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,292 | $1.10K | <0.1% | +13,292 | New | History |
| VZVerizon Communications Inc | Stock | 28,023 | $1.06K | <0.1% | +2,037+7.8% | Added | History |
| CCitigroup Inc | Stock | 22,751 | $1.04K | <0.1% | +8,680+61.7% | Added | History |
| DDominion Energy, Inc | Stock | 17,666 | $985 | <0.1% | +1,678+10.5% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 10,182 | $922 | <0.1% | +2,222+27.9% | Added | History |
| BACBank of America Corp | Stock | 31,232 | $870 | <0.1% | +5,539+21.6% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 16,716 | $677 | <0.1% | +16,716 | New | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,446 | $611 | <0.1% | +1,677+14.2% | Added | – |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 28,209 | $607 | <0.1% | +3,704+15.1% | Added | – |
Sold out since Q4 2022 (20)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 66,519 | $3.09M | 1.9% | – |
| PGProcter & Gamble Co | Stock | 9,052 | $1.36M | 0.8% | History |
| AMTAmerican Tower Corp | REIT | 5,718 | $1.30M | 0.8% | History |
| STZConstellation Brands, Inc. | Stock | 5,838 | $1.30M | 0.8% | History |
| EAElectronic Arts Inc. | COM | 9,833 | $1.24M | 0.8% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 7,289 | $1.21M | 0.7% | History |
| SHWSherwin Williams Co | COM | 4,812 | $1.17M | 0.7% | History |
| ADBEAdobe Inc. | Stock | 3,267 | $1.12M | 0.7% | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,729 | $1.08M | 0.7% | History |
| SEDGSolaredge Technologies, Inc. | COM | 3,535 | $1.07M | 0.7% | History |
| EQIXEquinix Inc | COM | 1,455 | $1.04M | 0.6% | History |
| DDOGDatadog, Inc. | CL A COM | 14,683 | $1.01M | 0.6% | History |
| CATCaterpillar Inc | Stock | 3,383 | $848.2K | 0.5% | History |
| SIVBSVB Financial Group | COM | 3,265 | $832.5K | 0.5% | History |
| ILMNIllumina, Inc. | COM | 3,841 | $783.8K | 0.5% | History |
| LRCXLam Research Corp | COM | 1,435 | $666.3K | 0.4% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,911 | $439.1K | 0.3% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,919 | $429.5K | 0.3% | – |
| MRNAModerna, Inc. | Stock | 1,400 | $261.3K | 0.2% | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 3,987 | $222.4K | 0.1% | – |