Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 9, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 95
- −5 vs. Q4 2023
- Portfolio value
- $205.4M
- +$14.8M (+7.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 367,747 | $16.4M | 8.0% | +11,031+3.1% | Added | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 144,011 | $8.31M | 4.0% | +6,993+5.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 35,015 | $6.34M | 3.1% | +380+1.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 14,152 | $6.01M | 2.9% | +585+4.3% | Added | History |
| AAPLApple Inc. | Stock | 33,649 | $5.72M | 2.8% | +5,247+18.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 28,169 | $4.38M | 2.1% | −12,580−30.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 4,263 | $3.85M | 1.9% | +850+24.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 31,531 | $3.69M | 1.8% | +1,272+4.2% | Added | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 60,500 | $3.42M | 1.7% | +2,833+4.9% | Added | – |
| IAUiShares Gold Trust | ETF | 78,681 | $3.34M | 1.6% | +2,359+3.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,996 | $2.88M | 1.4% | +35+0.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 14,365 | $2.86M | 1.4% | +286+2.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,679 | $2.81M | 1.4% | +165+2.5% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $2.81M | 1.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 5,681 | $2.79M | 1.4% | −872−13.3% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 14,752 | $2.74M | 1.3% | −120−0.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,014 | $2.72M | 1.3% | −1,076−34.8% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 8,442 | $2.70M | 1.3% | −743−8.1% | Reduced | History |
| ANETArista Networks, Inc. | COM | 8,928 | $2.68M | 1.3% | −41−0.5% | Reduced | History |
| LRCXLam Research Corp | COM | 2,411 | $2.37M | 1.2% | −117−4.6% | Reduced | History |
| ETNEaton Corp plc | Stock | 7,079 | $2.21M | 1.1% | +98+1.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,345 | $2.11M | 1.0% | +22+0.4% | Added | History |
| ORCLOracle Corp | Stock | 16,766 | $2.10M | 1.0% | +253+1.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,841 | $2.10M | 1.0% | +1,227+9.0% | Added | History |
| TXTTextron Inc | COM | 21,928 | $2.09M | 1.0% | +571+2.7% | Added | History |
| UBSUBS Group AG | Stock | 67,809 | $2.07M | 1.0% | +1,048+1.6% | Added | History |
| VVisa Inc. | Stock | 7,373 | $2.05M | 1.0% | −1,005−12.0% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 204,841 | $2.04M | 1.0% | +5,213+2.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 11,291 | $2.04M | 1.0% | −217−1.9% | Reduced | History |
| NVONovo Nordisk A S | ADR | 15,930 | $2.03M | 1.0% | +461+3.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 10,485 | $1.99M | 1.0% | +187+1.8% | Added | History |
| HUBSHubSpot Inc | COM | 3,119 | $1.99M | 1.0% | +27+0.9% | Added | History |
| CCitigroup Inc | Stock | 31,270 | $1.98M | 1.0% | +1,002+3.3% | Added | History |
| TGTTarget Corp | Stock | 10,992 | $1.95M | 1.0% | +2,532+29.9% | Added | History |
| DXCMDexcom Inc | COM | 13,950 | $1.92M | 0.9% | +376+2.8% | Added | History |
| NFLXNetflix Inc | Stock | 3,114 | $1.91M | 0.9% | +59+1.9% | Added | History |
| GDGeneral Dynamics Corp | Stock | 6,535 | $1.91M | 0.9% | +182+2.9% | Added | History |
| DALDelta Air Lines, Inc. | COM NEW | 39,286 | $1.89M | 0.9% | +1,282+3.4% | Added | History |
| CBChubb Ltd | Stock | 7,301 | $1.88M | 0.9% | +165+2.3% | Added | History |
| TSLATesla, Inc. | Stock | 10,642 | $1.86M | 0.9% | −3,585−25.2% | Reduced | History |
| MAMastercard Inc | Stock | 3,879 | $1.86M | 0.9% | +50+1.3% | Added | History |
| WCNWaste Connections, Inc. | COM | 10,825 | $1.84M | 0.9% | +253+2.4% | Added | History |
| PRUPrudential Financial Inc | Stock | 15,839 | $1.84M | 0.9% | +533+3.5% | Added | History |
| CMCSAComcast Corp | Stock | 43,252 | $1.83M | 0.9% | +1,369+3.3% | Added | History |
| BACBank of America Corp | Stock | 48,534 | $1.82M | 0.9% | +17,635+57.1% | Added | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 117,882 | $1.79M | 0.9% | +2,507+2.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 4,297 | $1.78M | 0.9% | +1,649+62.3% | Added | History |
| WMTWalmart Inc. | Stock | 29,412 | $1.76M | 0.9% | +687+2.4% | AddedConverted for a 3-for-1 split | History |
| EXPEExpedia Group, Inc. | Stock | 13,124 | $1.75M | 0.9% | +444+3.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,629 | $1.73M | 0.8% | +388+3.2% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 443,497 | $1.71M | 0.8% | +14,229+3.3% | Added | History |
| HDHome Depot, Inc. | Stock | 4,639 | $1.71M | 0.8% | +133+3.0% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 27,177 | $1.66M | 0.8% | +983+3.8% | Added | History |
| SHWSherwin Williams Co | COM | 4,898 | $1.66M | 0.8% | +189+4.0% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,268 | $1.64M | 0.8% | +3,878+60.7% | Added | History |
| EOGEOG Resources Inc | Stock | 12,646 | $1.64M | 0.8% | −1,229−8.9% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,696 | $1.59M | 0.8% | −6,410−42.4% | Reduced | History |
| SHELShell plc | ADR | 23,437 | $1.59M | 0.8% | +1,049+4.7% | Added | History |
| ADBEAdobe Inc. | Stock | 3,157 | $1.59M | 0.8% | +75+2.4% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 9,924 | $1.58M | 0.8% | +1,068+12.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,735 | $1.58M | 0.8% | +339+14.1% | Added | History |
| BPBP PLC | ADR | 40,818 | $1.55M | 0.8% | +1,705+4.4% | Added | History |
| MSMorgan Stanley | Stock | 16,262 | $1.52M | 0.7% | +7,063+76.8% | Added | History |
| ORealty Income Corp | REIT | 28,231 | $1.51M | 0.7% | +14,147+100.4% | Added | History |
| iShares Inc464286509 | MSCI CDA ETF | 39,343 | $1.50M | 0.7% | +3,224+8.9% | Added | – |
| HPQHP Inc | Stock | 49,052 | $1.49M | 0.7% | +27,650+129.2% | Added | History |
| NVSNovartis AG | ADR | 15,516 | $1.49M | 0.7% | +582+3.9% | Added | History |
| EQIXEquinix Inc | COM | 1,851 | $1.48M | 0.7% | +64+3.6% | Added | History |
| JNJJohnson & Johnson | Stock | 9,335 | $1.47M | 0.7% | +385+4.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,001 | $1.47M | 0.7% | +129+4.5% | Added | History |
| EFREaton Vance Senior Floating-Rate Trust | COM | 112,553 | $1.47M | 0.7% | +1,794+1.6% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 20,068 | $1.46M | 0.7% | +877+4.6% | Added | History |
| AMTAmerican Tower Corp | REIT | 7,505 | $1.45M | 0.7% | +1,230+19.6% | Added | History |
| FEFirstenergy Corp | COM | 37,580 | $1.44M | 0.7% | +22,458+148.5% | Added | History |
| ZTSZoetis Inc. | Stock | 8,598 | $1.44M | 0.7% | +314+3.8% | Added | History |
| BHPBHP Group Ltd | ADR | 24,479 | $1.43M | 0.7% | +1,212+5.2% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 28,610 | $1.43M | 0.7% | +17,389+155.0% | Added | History |
| DDominion Energy, Inc | Stock | 28,833 | $1.42M | 0.7% | +17,380+151.8% | Added | History |
| DEDeere & Co | Stock | 3,480 | $1.41M | 0.7% | +1,655+90.7% | Added | History |
| BDXBecton Dickinson & Co | Stock | 5,667 | $1.38M | 0.7% | +308+5.7% | Added | History |
| NEENextera Energy Inc | Stock | 21,734 | $1.38M | 0.7% | +4,000+22.6% | Added | History |
| NKENIKE, Inc. | Stock | 14,264 | $1.32M | 0.6% | +712+5.3% | Added | History |
| SCCOSouthern Copper Corp | Stock | 11,924 | $1.28M | 0.6% | +11,924 | New | History |
| MCDMcDonalds Corp | Stock | 4,430 | $1.24M | 0.6% | +295+7.1% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 22,018 | $1.24M | 0.6% | +13,289+152.2% | Added | History |
| PFEPfizer Inc | Stock | 42,184 | $1.17M | 0.6% | +24,808+142.8% | Added | History |
| WNSWNS (Holdings) Ltd | COM SHS | 21,700 | $1.11M | 0.5% | +21,700 | New | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 20,676 | $1.03M | 0.5% | +369+1.8% | Added | – |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 28,555 | $748.2K | 0.4% | +695+2.5% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,905 | $549.1K | 0.3% | +199+3.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,219 | $528.9K | 0.3% | +11+0.2% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $334.3K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,619 | $299.6K | 0.1% | +55+1.2% | Added | – |
| iShares Tr46434V787 | YLD OPTIM BD | 12,338 | $274.5K | 0.1% | −1,992−13.9% | Reduced | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,960 | $228.7K | 0.1% | +2,960 | New | – |
Sold out since Q4 2023 (8)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 101,519 | $10.3M | 5.4% | – |
| ADMArcher-Daniels-Midland Co | Stock | 9,936 | $717.6K | 0.4% | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 8,617 | $544.6K | 0.3% | – |
| UBERUber Technologies, Inc | Stock | 5,580 | $343.6K | 0.2% | History |
| TMUST-Mobile US, Inc. | Stock | 1,700 | $272.6K | 0.1% | History |
| ABTAbbott Laboratories | Stock | 2,399 | $264.1K | 0.1% | History |
| QCOMQualcomm Inc | Stock | 1,700 | $245.9K | 0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,700 | $227.2K | 0.1% | History |