Altman Advisors, Inc.
- SEC CIK
- 0001731671
- Latest filing
- Aug 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 94
- −2 vs. Q4 2024
- Portfolio value
- $217.0M
- −$17.5M (−7.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Europe ETF46434V738 | ETF | 218,474 | $13.7M | 6.3% | +32,189+17.3% | Added | – |
| AAPLApple Inc. | Stock | 34,072 | $7.24M | 3.3% | +617+1.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 34,071 | $6.28M | 2.9% | +152+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 15,217 | $6.01M | 2.8% | +377+2.5% | Added | History |
| NVDANVIDIA Corp | Stock | 52,927 | $5.76M | 2.7% | +1,546+3.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 35,254 | $5.60M | 2.6% | +9,180+35.2% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 56,837 | $5.46M | 2.5% | +56,837 | New | – |
| IAUiShares Gold Trust | ETF | 85,133 | $4.66M | 2.1% | −2,663−3.0% | Reduced | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 85,074 | $4.12M | 1.9% | +2,934+3.6% | Added | – |
| WMTWalmart Inc. | Stock | 37,428 | $3.64M | 1.7% | −409−1.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 18,639 | $3.59M | 1.7% | −839−4.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,650 | $3.55M | 1.6% | −17−0.3% | Reduced | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 100,891 | $3.55M | 1.6% | −306,589−75.2% | Reduced | – |
| CBOECboe Global Markets, Inc. | COM | 15,431 | $3.42M | 1.6% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 2,912 | $3.30M | 1.5% | −52−1.8% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 15,449 | $3.01M | 1.4% | +274+1.8% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,709 | $2.88M | 1.3% | +86+1.3% | Added | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 70,718 | $2.71M | 1.2% | +2,600+3.8% | Added | – |
| VVisa Inc. | Stock | 7,709 | $2.66M | 1.2% | +108+1.4% | Added | History |
| TSLATesla, Inc. | Stock | 9,114 | $2.57M | 1.2% | −1,275−12.3% | Reduced | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 198,762 | $2.51M | 1.2% | −1,762−0.9% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 10,063 | $2.43M | 1.1% | −215−2.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 7,420 | $2.37M | 1.1% | +1,591+27.3% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,162 | $2.35M | 1.1% | +43+0.4% | Added | History |
| NVONovo Nordisk A S | ADR | 35,260 | $2.34M | 1.1% | +19,309+121.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 4,267 | $2.34M | 1.1% | −2,425−36.2% | Reduced | History |
| MMM3M Co | Stock | 16,690 | $2.32M | 1.1% | +76+0.5% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 21,270 | $2.27M | 1.0% | +317+1.5% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 4,127 | $2.26M | 1.0% | −57−1.4% | Reduced | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 441,330 | $2.23M | 1.0% | +391+0.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 9,098 | $2.23M | 1.0% | +61+0.7% | Added | History |
| MAMastercard Inc | Stock | 4,045 | $2.22M | 1.0% | +58+1.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,266 | $2.21M | 1.0% | −186−1.4% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 9,873 | $2.21M | 1.0% | −65−0.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 27,040 | $2.19M | 1.0% | +27,040 | New | History |
| WCNWaste Connections, Inc. | COM | 11,056 | $2.19M | 1.0% | +49+0.4% | Added | History |
| ORCLOracle Corp | Stock | 15,331 | $2.16M | 1.0% | +25+0.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 12,790 | $2.15M | 1.0% | +40+0.3% | Added | History |
| CBChubb Ltd | Stock | 7,498 | $2.15M | 1.0% | +128+1.7% | Added | History |
| CCitigroup Inc | Stock | 30,852 | $2.11M | 1.0% | −111−0.4% | Reduced | History |
| UBSUBS Group AG | Stock | 69,782 | $2.11M | 1.0% | +948+1.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,110 | $2.10M | 1.0% | +45+2.2% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 13,338 | $2.09M | 1.0% | +65+0.5% | Added | History |
| ETNEaton Corp plc | Stock | 7,036 | $2.07M | 1.0% | +117+1.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 18,931 | $2.00M | 0.9% | +225+1.2% | Added | History |
| HUBSHubSpot Inc | COM | 3,249 | $1.99M | 0.9% | +47+1.5% | Added | History |
| BACBank of America Corp | Stock | 49,795 | $1.99M | 0.9% | +905+1.9% | Added | History |
| TIMBTim S.A. | SPONSORED ADR | 118,664 | $1.98M | 0.9% | +118,664 | New | History |
| MSMorgan Stanley | Stock | 16,844 | $1.94M | 0.9% | +314+1.9% | Added | History |
| ANETArista Networks, Inc. | Stock | 23,481 | $1.93M | 0.9% | +471+2.0% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 30,061 | $1.91M | 0.9% | +892+3.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,650 | $1.88M | 0.9% | −1,379−27.4% | Reduced | History |
| NVSNovartis AG | ADR | 16,453 | $1.87M | 0.9% | +509+3.2% | Added | History |
| GDGeneral Dynamics Corp | Stock | 6,785 | $1.85M | 0.9% | +199+3.0% | Added | History |
| SHWSherwin Williams Co | COM | 5,196 | $1.83M | 0.8% | +143+2.8% | Added | History |
| TAT&T Inc. | Stock | 66,137 | $1.83M | 0.8% | +2,190+3.4% | Added | History |
| AMTAmerican Tower Corp | REIT | 8,094 | $1.82M | 0.8% | +252+3.2% | Added | History |
| DEDeere & Co | Stock | 3,807 | $1.76M | 0.8% | +81+2.2% | Added | History |
| LRCXLam Research Corp | Stock | 24,521 | $1.76M | 0.8% | +741+3.1% | Added | History |
| ORealty Income Corp | REIT | 30,285 | $1.75M | 0.8% | +13,969+85.6% | Added | History |
| HDHome Depot, Inc. | Stock | 4,846 | $1.75M | 0.8% | +34+0.7% | Added | History |
| EQIXEquinix Inc | COM | 2,022 | $1.74M | 0.8% | +64+3.3% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,810 | $1.74M | 0.8% | +281+2.7% | Added | History |
| FEFirstenergy Corp | COM | 40,350 | $1.73M | 0.8% | +1,520+3.9% | Added | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 55,300 | $1.69M | 0.8% | +1,840+3.4% | Added | – |
| DDominion Energy, Inc | Stock | 30,928 | $1.68M | 0.8% | +1,132+3.8% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 37,978 | $1.64M | 0.8% | +1,353+3.7% | Added | History |
| DALDelta Air Lines, Inc. | COM NEW | 39,231 | $1.63M | 0.8% | +486+1.3% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 129,936 | $1.62M | 0.7% | +42,047+47.8% | Added | – |
| JNJJohnson & Johnson | Stock | 10,351 | $1.62M | 0.7% | +367+3.7% | Added | History |
| SHELShell plc | ADR | 25,004 | $1.61M | 0.7% | +838+3.5% | Added | History |
| LLYEli Lilly & Co | Stock | 1,721 | $1.55M | 0.7% | +1,046+155.0% | Added | History |
| NEENextera Energy Inc | Stock | 22,872 | $1.53M | 0.7% | +972+4.4% | Added | History |
| EOGEOG Resources Inc | Stock | 13,722 | $1.51M | 0.7% | +523+4.0% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 12,128 | $1.45M | 0.7% | +12,128 | New | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 126,896 | $1.43M | 0.7% | +5,131+4.2% | Added | History |
| ZTSZoetis Inc. | Stock | 9,150 | $1.43M | 0.7% | +128+1.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,232 | $1.33M | 0.6% | +129+4.2% | Added | History |
| SCCOSouthern Copper Corp | Stock | 14,468 | $1.30M | 0.6% | +381+2.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,002 | $1.29M | 0.6% | +144+5.0% | Added | History |
| BDXBecton Dickinson & Co | Stock | 6,191 | $1.28M | 0.6% | +164+2.7% | Added | History |
| TGTTarget Corp | Stock | 12,318 | $1.19M | 0.5% | +813+7.1% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 73,182 | $1.05M | 0.5% | +31,325+74.8% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,957 | $969.3K | 0.4% | +599+6.4% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 13,821 | $739.6K | 0.3% | +13,821 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 7,478 | $633.8K | 0.3% | +108+1.5% | Added | – |
| iShares Tr46434V787 | YLD OPTIM BD | 256,591 | $526.9K | 0.2% | +4,043+1.6% | Added | – |
| EFREaton Vance Senior Floating-Rate Trust | COM | 53,144 | $510.8K | 0.2% | −27,059−33.7% | Reduced | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 21,160 | $305.3K | 0.1% | −1,406−6.2% | Reduced | – |
| CMCSAComcast Corp | Stock | 7,872 | $269.2K | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 421 | $233.3K | 0.1% | −14,678−97.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 45 | $229.5K | 0.1% | +45 | New | History |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,792 | $221.6K | 0.1% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 2,200 | $202.2K | 0.1% | +2,200 | New | History |
Sold out since Q4 2024 (9)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Vanguard World FD921910709 | EXTENDED DUR | 80,171 | $5.43M | 2.3% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 19,190 | $2.25M | 1.0% | – |
| PRUPrudential Financial Inc | Stock | 16,087 | $1.91M | 0.8% | History |
| DELLDell Technologies Inc. | Stock | 16,313 | $1.88M | 0.8% | History |
| TXTTextron Inc | COM | 22,417 | $1.71M | 0.7% | History |
| ADBEAdobe Inc. | Stock | 3,318 | $1.48M | 0.6% | History |
| UPSUnited Parcel Service Inc | Stock | 10,071 | $1.27M | 0.5% | History |
| Innovator ETFs Tr45783Y764 | US EQTY ACC ETF | 82,873 | $886.2K | 0.4% | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,548 | $578.2K | 0.2% | History |