Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 8, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 93
- +24 vs. Q2 2024
- Portfolio value
- $224.8M
- +$48.9M (+27.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 378,911 | $17.9M | 8.0% | +7,534+2.0% | Added | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 172,551 | $10.5M | 4.7% | +27,710+19.1% | Added | – |
| AAPLApple Inc. | Stock | 33,280 | $7.75M | 3.4% | −344−1.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 15,151 | $6.52M | 2.9% | +51+0.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 34,663 | $6.46M | 2.9% | +141+0.4% | Added | History |
| NVDANVIDIA Corp | Stock | 51,432 | $6.25M | 2.8% | +274+0.5% | Added | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 80,740 | $4.44M | 2.0% | +19,284+31.4% | Added | – |
| GOOGLAlphabet Inc. | Stock | 26,091 | $4.33M | 1.9% | −285−1.1% | Reduced | History |
| IAUiShares Gold Trust | ETF | 79,944 | $3.97M | 1.8% | +708+0.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,725 | $3.85M | 1.7% | +64+1.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 20,017 | $3.45M | 1.5% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| CEGConstellation Energy Corp | Stock | 12,993 | $3.38M | 1.5% | −374−2.8% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $3.16M | 1.4% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 38,512 | $3.11M | 1.4% | +9,104+31.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,642 | $3.06M | 1.4% | −24−0.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 14,892 | $2.94M | 1.3% | +3,523+31.0% | Added | History |
| ORCLOracle Corp | Stock | 16,695 | $2.84M | 1.3% | −75−0.4% | Reduced | History |
| TSLATesla, Inc. | Stock | 10,754 | $2.81M | 1.3% | +43+0.4% | Added | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 66,873 | $2.80M | 1.2% | +66,873 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 5,241 | $2.57M | 1.1% | −106−2.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,168 | $2.46M | 1.1% | −339−2.3% | Reduced | History |
| ETNEaton Corp plc | Stock | 7,022 | $2.33M | 1.0% | +23+0.3% | Added | History |
| IBMInternational Business Machines Corp | Stock | 10,513 | $2.32M | 1.0% | −20−0.2% | Reduced | History |
| MMM3M Co | Stock | 16,468 | $2.25M | 1.0% | +191+1.2% | Added | History |
| ANETArista Networks, Inc. | COM | 5,862 | $2.25M | 1.0% | +28+0.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 18,857 | $2.21M | 1.0% | −8,051−29.9% | Reduced | History |
| NFLXNetflix Inc | Stock | 3,105 | $2.20M | 1.0% | −10−0.3% | Reduced | History |
| UBSUBS Group AG | Stock | 68,581 | $2.12M | 0.9% | +669+1.0% | Added | History |
| CBChubb Ltd | Stock | 7,324 | $2.11M | 0.9% | +7,324 | New | History |
| GSGoldman Sachs Group Inc | Stock | 4,243 | $2.10M | 0.9% | +4,243 | New | History |
| VVisa Inc. | Stock | 7,520 | $2.07M | 0.9% | +7,520 | New | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 202,665 | $2.06M | 0.9% | +472+0.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,669 | $2.04M | 0.9% | −18−0.1% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 40,016 | $2.03M | 0.9% | +809+2.1% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 13,484 | $2.00M | 0.9% | +194+1.5% | Added | History |
| GDGeneral Dynamics Corp | Stock | 6,495 | $1.96M | 0.9% | +6,495 | New | History |
| TXTTextron Inc | COM | 22,028 | $1.95M | 0.9% | −29−0.1% | Reduced | History |
| MAMastercard Inc | Stock | 3,947 | $1.95M | 0.9% | +3,947 | New | History |
| WCNWaste Connections, Inc. | COM | 10,883 | $1.95M | 0.9% | +54+0.5% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,506 | $1.94M | 0.9% | +56+0.5% | Added | History |
| CCitigroup Inc | Stock | 30,959 | $1.94M | 0.9% | +20.0% | Added | History |
| BACBank of America Corp | Stock | 48,818 | $1.94M | 0.9% | +409+0.8% | Added | History |
| PRUPrudential Financial Inc | Stock | 15,993 | $1.94M | 0.9% | +128+0.8% | Added | History |
| HDHome Depot, Inc. | Stock | 4,759 | $1.93M | 0.9% | +4,759 | New | History |
| SHWSherwin Williams Co | COM | 5,016 | $1.91M | 0.9% | +5,016 | New | History |
| DELLDell Technologies Inc. | Stock | 15,976 | $1.89M | 0.8% | +15,976 | New | History |
| JPMJPMorgan Chase & Co | Stock | 8,967 | $1.89M | 0.8% | +8,967 | New | History |
| NVONovo Nordisk A S | ADR | 15,834 | $1.89M | 0.8% | −33−0.2% | Reduced | History |
| CMCSAComcast Corp | Stock | 44,662 | $1.87M | 0.8% | +718+1.6% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 28,666 | $1.86M | 0.8% | +68+0.2% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 444,043 | $1.86M | 0.8% | +4,605+1.0% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,592 | $1.85M | 0.8% | −512−7.2% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 27,691 | $1.84M | 0.8% | +372+1.4% | Added | History |
| ORealty Income Corp | REIT | 28,837 | $1.83M | 0.8% | +342+1.2% | Added | History |
| NEENextera Energy Inc | Stock | 21,524 | $1.82M | 0.8% | +70.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,050 | $1.82M | 0.8% | −1,920−48.4% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,049 | $1.81M | 0.8% | +10,049 | New | History |
| NVSNovartis AG | ADR | 15,656 | $1.80M | 0.8% | +90+0.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,056 | $1.79M | 0.8% | +3,056 | New | History |
| AMTAmerican Tower Corp | REIT | 7,656 | $1.78M | 0.8% | +7,656 | New | History |
| TGTTarget Corp | Stock | 11,271 | $1.76M | 0.8% | +239+2.2% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 20,875 | $1.75M | 0.8% | +253+1.2% | Added | History |
| ZTSZoetis Inc. | Stock | 8,850 | $1.73M | 0.8% | +8,850 | New | History |
| MSMorgan Stanley | Stock | 16,581 | $1.73M | 0.8% | +251+1.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,791 | $1.73M | 0.8% | +2,791 | New | History |
| MCDMcDonalds Corp | Stock | 5,656 | $1.72M | 0.8% | +5,656 | New | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 119,238 | $1.72M | 0.8% | +1,625+1.4% | Added | History |
| EQIXEquinix Inc | COM | 1,935 | $1.72M | 0.8% | +1,935 | New | History |
| HUBSHubSpot Inc | COM | 3,205 | $1.70M | 0.8% | +3,205 | New | History |
| iShares Inc464286509 | MSCI CDA ETF | 40,820 | $1.69M | 0.8% | +833+2.1% | Added | – |
| DDominion Energy, Inc | Stock | 29,315 | $1.69M | 0.8% | +284+1.0% | Added | History |
| FEFirstenergy Corp | COM | 38,078 | $1.69M | 0.8% | +380+1.0% | Added | History |
| ADBEAdobe Inc. | Stock | 3,253 | $1.68M | 0.7% | +3,253 | New | History |
| EOGEOG Resources Inc | Stock | 12,947 | $1.59M | 0.7% | +216+1.7% | Added | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 52,205 | $1.59M | 0.7% | +1,159+2.3% | Added | – |
| JNJJohnson & Johnson | Stock | 9,711 | $1.57M | 0.7% | +9,711 | New | History |
| SHELShell plc | ADR | 23,544 | $1.55M | 0.7% | +349+1.5% | Added | History |
| DEDeere & Co | Stock | 3,650 | $1.52M | 0.7% | +3,650 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,099 | $1.49M | 0.7% | +9,099 | New | History |
| SCCOSouthern Copper Corp | Stock | 12,625 | $1.46M | 0.6% | +399+3.3% | Added | History |
| BDXBecton Dickinson & Co | Stock | 5,954 | $1.44M | 0.6% | +5,954 | New | History |
| LLYEli Lilly & Co | Stock | 1,608 | $1.42M | 0.6% | +1,608 | New | History |
| BPBP PLC | ADR | 42,663 | $1.34M | 0.6% | +1,356+3.3% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 21,544 | $1.14M | 0.5% | +89+0.4% | Added | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 85,368 | $1.09M | 0.5% | −27,596−24.4% | Reduced | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 29,774 | $830.1K | 0.4% | +416+1.4% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,318 | $612.0K | 0.3% | +7,318 | New | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,339 | $608.7K | 0.3% | +7,339 | New | – |
| CSCOCisco Systems, Inc. | Stock | 6,680 | $355.5K | 0.2% | +6,680 | New | History |
| iShares Tr46434V787 | YLD OPTIM BD | 15,155 | $347.4K | 0.2% | +530+3.6% | Added | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,855 | $328.8K | 0.1% | +4,855 | New | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,960 | $266.9K | 0.1% | +2,960 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 450 | $258.4K | 0.1% | +450 | New | History |
Sold out since Q2 2024 (6)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| LRCXLam Research Corp | COM | 2,331 | $2.48M | 1.4% | History |
| HPQHP Inc | Stock | 48,802 | $1.71M | 1.0% | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 22,477 | $1.45M | 0.8% | History |
| BHPBHP Group Ltd | ADR | 24,721 | $1.41M | 0.8% | History |
| NKENIKE, Inc. | Stock | 14,546 | $1.10M | 0.6% | History |
| WNSWNS (Holdings) Ltd | COM SHS | 17,449 | $916.1K | 0.5% | History |