Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 8, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 69
- −26 vs. Q1 2024
- Portfolio value
- $175.9M
- −$29.6M (−14.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 371,377 | $17.1M | 9.7% | +3,630+1.0% | Added | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 144,841 | $8.25M | 4.7% | +830+0.6% | Added | – |
| AAPLApple Inc. | Stock | 33,624 | $7.08M | 4.0% | −25−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 15,100 | $6.75M | 3.8% | +948+6.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 34,522 | $6.67M | 3.8% | −493−1.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 51,158 | $6.32M | 3.6% | +8,528+20.0% | AddedConverted for a 10-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 26,376 | $4.80M | 2.7% | −1,793−6.4% | Reduced | History |
| IAUiShares Gold Trust | ETF | 79,236 | $3.48M | 2.0% | +555+0.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,970 | $3.37M | 1.9% | −26−0.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 6,661 | $3.36M | 1.9% | +980+17.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,011 | $3.23M | 1.8% | −3−0.1% | Reduced | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 61,456 | $3.22M | 1.8% | +956+1.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 26,908 | $3.10M | 1.8% | −4,623−14.7% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,104 | $2.72M | 1.5% | −1,338−15.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,666 | $2.71M | 1.5% | −13−0.2% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 13,367 | $2.68M | 1.5% | −1,385−9.4% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $2.62M | 1.5% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,507 | $2.52M | 1.4% | −334−2.3% | Reduced | History |
| LRCXLam Research Corp | COM | 2,331 | $2.48M | 1.4% | −80−3.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,347 | $2.38M | 1.4% | +20.0% | Added | History |
| ORCLOracle Corp | Stock | 16,770 | $2.37M | 1.3% | +40.0% | Added | History |
| NVONovo Nordisk A S | ADR | 15,867 | $2.26M | 1.3% | −63−0.4% | Reduced | History |
| ETNEaton Corp plc | Stock | 6,999 | $2.19M | 1.2% | −80−1.1% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 202,193 | $2.18M | 1.2% | −2,648−1.3% | Reduced | History |
| TSLATesla, Inc. | Stock | 10,711 | $2.12M | 1.2% | +69+0.6% | Added | History |
| NFLXNetflix Inc | Stock | 3,115 | $2.10M | 1.2% | +10.0% | Added | History |
| ANETArista Networks, Inc. | COM | 5,834 | $2.04M | 1.2% | −3,094−34.7% | Reduced | History |
| UBSUBS Group AG | Stock | 67,912 | $2.01M | 1.1% | +103+0.2% | Added | History |
| WMTWalmart Inc. | Stock | 29,408 | $1.99M | 1.1% | −40.0% | Reduced | History |
| CCitigroup Inc | Stock | 30,957 | $1.96M | 1.1% | −313−1.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 11,369 | $1.95M | 1.1% | +78+0.7% | Added | History |
| BACBank of America Corp | Stock | 48,409 | $1.93M | 1.1% | −125−0.3% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 10,829 | $1.90M | 1.1% | +40.0% | Added | History |
| TXTTextron Inc | COM | 22,057 | $1.89M | 1.1% | +129+0.6% | Added | History |
| DALDelta Air Lines, Inc. | COM NEW | 39,207 | $1.86M | 1.1% | −79−0.2% | Reduced | History |
| PRUPrudential Financial Inc | Stock | 15,865 | $1.86M | 1.1% | +26+0.2% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 439,438 | $1.86M | 1.1% | −4,059−0.9% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 10,533 | $1.82M | 1.0% | +48+0.5% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,687 | $1.74M | 1.0% | +58+0.5% | Added | History |
| CMCSAComcast Corp | Stock | 43,944 | $1.72M | 1.0% | +692+1.6% | Added | History |
| HPQHP Inc | Stock | 48,802 | $1.71M | 1.0% | −250−0.5% | Reduced | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 117,613 | $1.70M | 1.0% | −269−0.2% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 13,290 | $1.67M | 1.0% | +166+1.3% | Added | History |
| SHELShell plc | ADR | 23,195 | $1.67M | 1.0% | −242−1.0% | Reduced | History |
| MMM3M Co | Stock | 16,277 | $1.66M | 0.9% | +16,277 | New | History |
| NVSNovartis AG | ADR | 15,566 | $1.66M | 0.9% | +50+0.3% | Added | History |
| TGTTarget Corp | Stock | 11,032 | $1.63M | 0.9% | +40+0.4% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,450 | $1.62M | 0.9% | +182+1.8% | Added | History |
| EOGEOG Resources Inc | Stock | 12,731 | $1.60M | 0.9% | +85+0.7% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 27,319 | $1.59M | 0.9% | +142+0.5% | Added | History |
| MSMorgan Stanley | Stock | 16,330 | $1.59M | 0.9% | +68+0.4% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 28,598 | $1.57M | 0.9% | −120.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 21,517 | $1.52M | 0.9% | −217−1.0% | Reduced | History |
| ORealty Income Corp | REIT | 28,495 | $1.51M | 0.9% | +264+0.9% | Added | History |
| BPBP PLC | ADR | 41,307 | $1.49M | 0.8% | +489+1.2% | Added | History |
| iShares Inc464286509 | MSCI CDA ETF | 39,987 | $1.48M | 0.8% | +644+1.6% | Added | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 112,964 | $1.48M | 0.8% | +411+0.4% | Added | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 51,046 | $1.47M | 0.8% | +51,046 | New | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 22,477 | $1.45M | 0.8% | +459+2.1% | Added | History |
| FEFirstenergy Corp | COM | 37,698 | $1.44M | 0.8% | +118+0.3% | Added | History |
| DDominion Energy, Inc | Stock | 29,031 | $1.42M | 0.8% | +198+0.7% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 20,622 | $1.41M | 0.8% | +554+2.8% | Added | History |
| BHPBHP Group Ltd | ADR | 24,721 | $1.41M | 0.8% | +242+1.0% | Added | History |
| SCCOSouthern Copper Corp | Stock | 12,226 | $1.32M | 0.7% | +302+2.5% | Added | History |
| NKENIKE, Inc. | Stock | 14,546 | $1.10M | 0.6% | +282+2.0% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 21,455 | $1.05M | 0.6% | +779+3.8% | Added | – |
| WNSWNS (Holdings) Ltd | COM SHS | 17,449 | $916.1K | 0.5% | −4,251−19.6% | Reduced | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 29,358 | $797.0K | 0.5% | +803+2.8% | Added | – |
| iShares Tr46434V787 | YLD OPTIM BD | 14,625 | $324.4K | 0.2% | +2,287+18.5% | Added | – |
Sold out since Q1 2024 (28)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 14,365 | $2.86M | 1.4% | History |
| VVisa Inc. | Stock | 7,373 | $2.05M | 1.0% | History |
| HUBSHubSpot Inc | COM | 3,119 | $1.99M | 1.0% | History |
| DXCMDexcom Inc | COM | 13,950 | $1.92M | 0.9% | History |
| GDGeneral Dynamics Corp | Stock | 6,535 | $1.91M | 0.9% | History |
| CBChubb Ltd | Stock | 7,301 | $1.88M | 0.9% | History |
| MAMastercard Inc | Stock | 3,879 | $1.86M | 0.9% | History |
| GSGoldman Sachs Group Inc | Stock | 4,297 | $1.78M | 0.9% | History |
| HDHome Depot, Inc. | Stock | 4,639 | $1.71M | 0.8% | History |
| SHWSherwin Williams Co | COM | 4,898 | $1.66M | 0.8% | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,696 | $1.59M | 0.8% | History |
| ADBEAdobe Inc. | Stock | 3,157 | $1.59M | 0.8% | History |
| LNGCheniere Energy, Inc. | COM NEW | 9,924 | $1.58M | 0.8% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,735 | $1.58M | 0.8% | History |
| EQIXEquinix Inc | COM | 1,851 | $1.48M | 0.7% | History |
| JNJJohnson & Johnson | Stock | 9,335 | $1.47M | 0.7% | History |
| UNHUnitedHealth Group Inc | Stock | 3,001 | $1.47M | 0.7% | History |
| AMTAmerican Tower Corp | REIT | 7,505 | $1.45M | 0.7% | History |
| ZTSZoetis Inc. | Stock | 8,598 | $1.44M | 0.7% | History |
| DEDeere & Co | Stock | 3,480 | $1.41M | 0.7% | History |
| BDXBecton Dickinson & Co | Stock | 5,667 | $1.38M | 0.7% | History |
| MCDMcDonalds Corp | Stock | 4,430 | $1.24M | 0.6% | History |
| PFEPfizer Inc | Stock | 42,184 | $1.17M | 0.6% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,905 | $549.1K | 0.3% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,219 | $528.9K | 0.3% | – |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $334.3K | 0.2% | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,619 | $299.6K | 0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,960 | $228.7K | 0.1% | – |