Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 100
- +9 vs. Q3 2023
- Portfolio value
- $190.7M
- +$30.5M (+19.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 356,716 | $15.2M | 8.0% | −76,519−17.7% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 101,519 | $10.3M | 5.4% | +101,519 | New | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 137,018 | $7.54M | 4.0% | +137,018 | New | – |
| GOOGLAlphabet Inc. | Stock | 40,749 | $5.69M | 3.0% | −238−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 28,402 | $5.47M | 2.9% | +287+1.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 34,635 | $5.26M | 2.8% | +263+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 13,567 | $5.10M | 2.7% | −696−4.9% | Reduced | History |
| TSLATesla, Inc. | Stock | 14,227 | $3.54M | 1.9% | −1,401−9.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 3,090 | $3.45M | 1.8% | −414−11.8% | Reduced | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 57,667 | $3.12M | 1.6% | +57,667 | New | – |
| XOMExxonMobil Holdings Corp | COM | 30,259 | $3.03M | 1.6% | +459+1.5% | Added | History |
| IAUiShares Gold Trust | ETF | 76,322 | $2.98M | 1.6% | −1,517−1.9% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $2.76M | 1.4% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 3,961 | $2.61M | 1.4% | +18+0.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 14,079 | $2.39M | 1.3% | −840−5.6% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,185 | $2.35M | 1.2% | −854−8.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,514 | $2.32M | 1.2% | +22+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,553 | $2.32M | 1.2% | +2,267+52.9% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,106 | $2.23M | 1.2% | −502−3.2% | Reduced | History |
| VVisa Inc. | Stock | 8,378 | $2.18M | 1.1% | −1,249−13.0% | Reduced | History |
| ANETArista Networks, Inc. | COM | 8,969 | $2.11M | 1.1% | −228−2.5% | Reduced | History |
| UBSUBS Group AG | Stock | 66,761 | $2.06M | 1.1% | −1,721−2.5% | Reduced | History |
| LRCXLam Research Corp | COM | 2,528 | $1.98M | 1.0% | +22+0.9% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 12,680 | $1.92M | 1.0% | −69−0.5% | Reduced | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 115,375 | $1.84M | 1.0% | +517+0.5% | Added | History |
| ADBEAdobe Inc. | Stock | 3,082 | $1.84M | 1.0% | −123−3.8% | Reduced | History |
| CMCSAComcast Corp | Stock | 41,883 | $1.84M | 1.0% | +455+1.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,323 | $1.80M | 0.9% | −20.0% | Reduced | History |
| HUBSHubSpot Inc | COM | 3,092 | $1.80M | 0.9% | +40+1.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 11,508 | $1.78M | 0.9% | +153+1.3% | Added | History |
| ORCLOracle Corp | Stock | 16,513 | $1.74M | 0.9% | −533−3.1% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 14,872 | $1.74M | 0.9% | −100−0.7% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 199,628 | $1.72M | 0.9% | +1,705+0.9% | Added | History |
| TXTTextron Inc | COM | 21,357 | $1.72M | 0.9% | +159+0.8% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 26,194 | $1.69M | 0.9% | +338+1.3% | Added | History |
| NVDANVIDIA Corp | Stock | 3,413 | $1.69M | 0.9% | +3,413 | New | History |
| DXCMDexcom Inc | COM | 13,574 | $1.68M | 0.9% | +264+2.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 10,298 | $1.68M | 0.9% | −6−0.1% | Reduced | History |
| ETNEaton Corp plc | Stock | 6,981 | $1.68M | 0.9% | +58+0.8% | Added | History |
| EOGEOG Resources Inc | Stock | 13,875 | $1.68M | 0.9% | +102+0.7% | Added | History |
| GDGeneral Dynamics Corp | Stock | 6,353 | $1.65M | 0.9% | +5+0.1% | Added | History |
| ZTSZoetis Inc. | Stock | 8,284 | $1.63M | 0.9% | +91+1.1% | Added | History |
| MAMastercard Inc | Stock | 3,829 | $1.63M | 0.9% | +42+1.1% | Added | History |
| CBChubb Ltd | Stock | 7,136 | $1.61M | 0.8% | +26+0.4% | Added | History |
| NVONovo Nordisk A S | ADR | 15,469 | $1.60M | 0.8% | +192+1.3% | Added | History |
| BHPBHP Group Ltd | ADR | 23,267 | $1.59M | 0.8% | +487+2.1% | Added | History |
| PRUPrudential Financial Inc | Stock | 15,306 | $1.59M | 0.8% | +217+1.4% | Added | History |
| WCNWaste Connections, Inc. | COM | 10,572 | $1.58M | 0.8% | +94+0.9% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,241 | $1.57M | 0.8% | +232+1.9% | Added | History |
| HDHome Depot, Inc. | Stock | 4,506 | $1.56M | 0.8% | +68+1.5% | Added | History |
| CCitigroup Inc | Stock | 30,268 | $1.56M | 0.8% | +680+2.3% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 19,191 | $1.55M | 0.8% | −132−0.7% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 38,004 | $1.53M | 0.8% | +519+1.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,872 | $1.51M | 0.8% | +15+0.5% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 8,856 | $1.51M | 0.8% | +76+0.9% | Added | History |
| WMTWalmart Inc. | Stock | 9,575 | $1.51M | 0.8% | +58+0.6% | Added | History |
| NVSNovartis AG | ADR | 14,934 | $1.51M | 0.8% | +217+1.5% | Added | History |
| NFLXNetflix Inc | Stock | 3,055 | $1.49M | 0.8% | +42+1.4% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 429,268 | $1.48M | 0.8% | +6,460+1.5% | Added | History |
| SHELShell plc | ADR | 22,388 | $1.47M | 0.8% | +333+1.5% | Added | History |
| NKENIKE, Inc. | Stock | 13,552 | $1.47M | 0.8% | +245+1.8% | Added | History |
| SHWSherwin Williams Co | COM | 4,709 | $1.47M | 0.8% | +4,709 | New | History |
| EQIXEquinix Inc | COM | 1,787 | $1.44M | 0.8% | +36+2.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,614 | $1.42M | 0.7% | −1,028−7.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 8,950 | $1.40M | 0.7% | +140+1.6% | Added | History |
| EFREaton Vance Senior Floating-Rate Trust | COM | 110,759 | $1.40M | 0.7% | +71,823+184.5% | Added | History |
| BPBP PLC | ADR | 39,113 | $1.38M | 0.7% | +461+1.2% | Added | History |
| AMTAmerican Tower Corp | REIT | 6,275 | $1.35M | 0.7% | −777−11.0% | Reduced | History |
| iShares Inc464286509 | MSCI CDA ETF | 36,119 | $1.32M | 0.7% | +36,119 | New | – |
| BDXBecton Dickinson & Co | Stock | 5,359 | $1.31M | 0.7% | +129+2.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,396 | $1.27M | 0.7% | −220−8.4% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,135 | $1.23M | 0.6% | +4,135 | New | History |
| TGTTarget Corp | Stock | 8,460 | $1.20M | 0.6% | −1,920−18.5% | Reduced | History |
| NEENextera Energy Inc | Stock | 17,734 | $1.08M | 0.6% | −1,552−8.0% | Reduced | History |
| BACBank of America Corp | Stock | 30,899 | $1.04M | 0.5% | −17,883−36.7% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 2,648 | $1.02M | 0.5% | −1,434−35.1% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 6,390 | $989.4K | 0.5% | −4,270−40.1% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 20,307 | $946.9K | 0.5% | +596+3.0% | Added | – |
| MSMorgan Stanley | Stock | 9,199 | $857.8K | 0.4% | −7,571−45.1% | Reduced | History |
| ORealty Income Corp | REIT | 14,084 | $808.7K | 0.4% | −11,948−45.9% | Reduced | History |
| DEDeere & Co | Stock | 1,825 | $729.8K | 0.4% | −1,374−43.0% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 9,936 | $717.6K | 0.4% | −8,480−46.0% | Reduced | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 27,860 | $682.3K | 0.4% | +454+1.7% | Added | – |
| HPQHP Inc | Stock | 21,402 | $644.0K | 0.3% | −23,860−52.7% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 8,729 | $585.8K | 0.3% | −11,035−55.8% | Reduced | History |
| FEFirstenergy Corp | COM | 15,122 | $554.4K | 0.3% | −19,489−56.3% | Reduced | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 8,617 | $544.6K | 0.3% | −10,611−55.2% | Reduced | – |
| ULUnilever PLC | SPON ADR NEW | 11,221 | $544.0K | 0.3% | −15,250−57.6% | Reduced | History |
| DDominion Energy, Inc | Stock | 11,453 | $538.3K | 0.3% | −14,746−56.3% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,706 | $505.3K | 0.3% | +465+7.5% | Added | – |
| PFEPfizer Inc | Stock | 17,376 | $500.3K | 0.3% | −19,644−53.1% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,208 | $469.0K | 0.2% | +338+4.9% | Added | – |
| UBERUber Technologies, Inc | Stock | 5,580 | $343.6K | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $337.5K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46434V787 | YLD OPTIM BD | 14,330 | $321.4K | 0.2% | +14,330 | New | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,564 | $281.0K | 0.1% | −111−2.4% | Reduced | – |
| TMUST-Mobile US, Inc. | Stock | 1,700 | $272.6K | 0.1% | +1,700 | New | History |
| ABTAbbott Laboratories | Stock | 2,399 | $264.1K | 0.1% | +2,399 | New | History |
| QCOMQualcomm Inc | Stock | 1,700 | $245.9K | 0.1% | +1,700 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,700 | $227.2K | 0.1% | +3,700 | New | History |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.