Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 96
- +3 vs. Q3 2024
- Portfolio value
- $234.5M
- +$9.78M (+4.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 407,480 | $18.3M | 7.8% | +28,569+7.5% | Added | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 186,285 | $10.1M | 4.3% | +13,734+8.0% | Added | – |
| AAPLApple Inc. | Stock | 33,455 | $8.38M | 3.6% | +175+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 33,919 | $7.44M | 3.2% | −744−2.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 51,381 | $6.90M | 2.9% | −51−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 14,840 | $6.26M | 2.7% | −311−2.1% | Reduced | History |
| Vanguard World FD921910709 | EXTENDED DUR | 80,171 | $5.43M | 2.3% | +80,171 | New | – |
| GOOGLAlphabet Inc. | Stock | 26,074 | $4.94M | 2.1% | −17−0.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 19,478 | $4.52M | 1.9% | −539−2.7% | Reduced | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 82,140 | $4.47M | 1.9% | +1,400+1.7% | Added | – |
| TSLATesla, Inc. | Stock | 10,389 | $4.20M | 1.8% | −365−3.4% | Reduced | History |
| IAUiShares Gold Trust | ETF | 87,796 | $3.93M | 1.7% | +7,852+9.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,692 | $3.92M | 1.7% | −33−0.5% | Reduced | History |
| WMTWalmart Inc. | Stock | 37,837 | $3.42M | 1.5% | −675−1.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,667 | $3.02M | 1.3% | +25+0.4% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $3.02M | 1.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 15,175 | $2.70M | 1.1% | +283+1.9% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,452 | $2.66M | 1.1% | −716−5.1% | Reduced | History |
| NFLXNetflix Inc | Stock | 2,964 | $2.64M | 1.1% | −141−4.5% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,029 | $2.62M | 1.1% | −212−4.0% | Reduced | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 68,118 | $2.58M | 1.1% | +1,245+1.9% | Added | – |
| ORCLOracle Corp | Stock | 15,306 | $2.55M | 1.1% | −1,389−8.3% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 23,010 | $2.54M | 1.1% | −438−1.9% | ReducedConverted for a 4-for-1 split | History |
| EXPEExpedia Group, Inc. | Stock | 13,273 | $2.47M | 1.1% | −211−1.6% | Reduced | History |
| VVisa Inc. | Stock | 7,601 | $2.40M | 1.0% | +81+1.1% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 4,184 | $2.40M | 1.0% | −59−1.4% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 200,524 | $2.35M | 1.0% | −2,141−1.1% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 38,745 | $2.34M | 1.0% | −1,271−3.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 6,919 | $2.30M | 1.0% | −103−1.5% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,623 | $2.27M | 1.0% | +31+0.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 10,278 | $2.26M | 1.0% | −235−2.2% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 19,190 | $2.25M | 1.0% | +19,190 | New | – |
| HUBSHubSpot Inc | COM | 3,202 | $2.23M | 1.0% | −3−0.1% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 9,938 | $2.22M | 0.9% | −3,055−23.5% | Reduced | History |
| CCitigroup Inc | Stock | 30,963 | $2.18M | 0.9% | +40.0% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,119 | $2.17M | 0.9% | +70+0.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 9,037 | $2.17M | 0.9% | +70+0.8% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 440,939 | $2.16M | 0.9% | −3,104−0.7% | Reduced | History |
| BACBank of America Corp | Stock | 48,890 | $2.15M | 0.9% | +72+0.1% | Added | History |
| MMM3M Co | Stock | 16,614 | $2.14M | 0.9% | +146+0.9% | Added | History |
| MAMastercard Inc | Stock | 3,987 | $2.10M | 0.9% | +40+1.0% | Added | History |
| UBSUBS Group AG | Stock | 68,834 | $2.09M | 0.9% | +253+0.4% | Added | History |
| MSMorgan Stanley | Stock | 16,530 | $2.08M | 0.9% | −51−0.3% | Reduced | History |
| CBChubb Ltd | Stock | 7,370 | $2.04M | 0.9% | +46+0.6% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,529 | $2.03M | 0.9% | +23+0.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 18,706 | $2.01M | 0.9% | −151−0.8% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 20,953 | $1.94M | 0.8% | +78+0.4% | Added | History |
| PRUPrudential Financial Inc | Stock | 16,087 | $1.91M | 0.8% | +94+0.6% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,750 | $1.90M | 0.8% | +81+0.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,065 | $1.89M | 0.8% | +15+0.7% | Added | History |
| WCNWaste Connections, Inc. | COM | 11,007 | $1.89M | 0.8% | +124+1.1% | Added | History |
| DELLDell Technologies Inc. | Stock | 16,313 | $1.88M | 0.8% | +337+2.1% | Added | History |
| HDHome Depot, Inc. | Stock | 4,812 | $1.87M | 0.8% | +53+1.1% | Added | History |
| EQIXEquinix Inc | COM | 1,958 | $1.85M | 0.8% | +23+1.2% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 36,625 | $1.76M | 0.8% | +36,625 | New | History |
| GDGeneral Dynamics Corp | Stock | 6,586 | $1.74M | 0.7% | +91+1.4% | Added | History |
| SHWSherwin Williams Co | COM | 5,053 | $1.72M | 0.7% | +37+0.7% | Added | History |
| LRCXLam Research Corp | Stock | 23,780 | $1.72M | 0.7% | +23,780 | New | History |
| TXTTextron Inc | COM | 22,417 | $1.71M | 0.7% | +389+1.8% | Added | History |
| MCDMcDonalds Corp | Stock | 5,829 | $1.69M | 0.7% | +173+3.1% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 29,169 | $1.65M | 0.7% | +503+1.8% | Added | History |
| EOGEOG Resources Inc | Stock | 13,199 | $1.62M | 0.7% | +252+1.9% | Added | History |
| DDominion Energy, Inc | Stock | 29,796 | $1.60M | 0.7% | +481+1.6% | Added | History |
| DEDeere & Co | Stock | 3,726 | $1.58M | 0.7% | +76+2.1% | Added | History |
| NEENextera Energy Inc | Stock | 21,900 | $1.57M | 0.7% | +376+1.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,103 | $1.57M | 0.7% | +47+1.5% | Added | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 121,765 | $1.57M | 0.7% | +2,527+2.1% | Added | History |
| TGTTarget Corp | Stock | 11,505 | $1.56M | 0.7% | +234+2.1% | Added | History |
| NVSNovartis AG | ADR | 15,944 | $1.55M | 0.7% | +288+1.8% | Added | History |
| FEFirstenergy Corp | COM | 38,830 | $1.54M | 0.7% | +752+2.0% | Added | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 53,460 | $1.53M | 0.7% | +1,255+2.4% | Added | – |
| SHELShell plc | ADR | 24,166 | $1.51M | 0.6% | +622+2.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,858 | $1.49M | 0.6% | +67+2.4% | Added | History |
| ADBEAdobe Inc. | Stock | 3,318 | $1.48M | 0.6% | +65+2.0% | Added | History |
| ZTSZoetis Inc. | Stock | 9,022 | $1.47M | 0.6% | +172+1.9% | Added | History |
| TAT&T Inc. | Stock | 63,947 | $1.46M | 0.6% | +63,947 | New | History |
| JNJJohnson & Johnson | Stock | 9,984 | $1.44M | 0.6% | +273+2.8% | Added | History |
| AMTAmerican Tower Corp | REIT | 7,842 | $1.44M | 0.6% | +186+2.4% | Added | History |
| NVONovo Nordisk A S | ADR | 15,951 | $1.37M | 0.6% | +117+0.7% | Added | History |
| BDXBecton Dickinson & Co | Stock | 6,027 | $1.37M | 0.6% | +73+1.2% | Added | History |
| SCCOSouthern Copper Corp | Stock | 14,087 | $1.28M | 0.5% | +1,462+11.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 10,071 | $1.27M | 0.5% | +10,071 | New | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 87,889 | $1.15M | 0.5% | +66,345+308.0% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,358 | $1.13M | 0.5% | +259+2.8% | Added | History |
| EFREaton Vance Senior Floating-Rate Trust | COM | 80,203 | $887.6K | 0.4% | −5,165−6.1% | Reduced | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 82,873 | $886.2K | 0.4% | +53,099+178.3% | Added | – |
| ORealty Income Corp | REIT | 16,316 | $871.4K | 0.4% | −12,521−43.4% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 41,857 | $646.8K | 0.3% | +34,518+470.3% | Added | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,548 | $578.2K | 0.2% | −16,143−58.3% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 7,370 | $557.2K | 0.2% | +52+0.7% | Added | – |
| LLYEli Lilly & Co | Stock | 675 | $521.1K | 0.2% | −933−58.0% | Reduced | History |
| iShares Tr46434V787 | YLD OPTIM BD | 252,548 | $495.1K | 0.2% | +237,393+1,566.4% | Added | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 22,566 | $336.2K | 0.1% | +17,711+364.8% | Added | – |
| CMCSAComcast Corp | Stock | 7,872 | $295.4K | 0.1% | −36,790−82.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,099 | $276.9K | 0.1% | +14,649+3,255.3% | Added | History |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,792 | $258.3K | 0.1% | −168−5.7% | Reduced | – |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.