Altman Advisors as of March 31, 2021
Portfolio Holdings for Altman Advisors
Altman Advisors holds 81 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 8.1 | $13M | 247k | 51.03 | |
| First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 3.8 | $5.8M | 176k | 33.19 | |
| Amazon (AMZN) | 2.7 | $4.2M | 1.4k | 3094.68 | |
| Tesla Motors (TSLA) | 2.7 | $4.2M | 6.3k | 667.57 | |
| Nextera Energy (NEE) | 2.5 | $3.9M | 52k | 75.56 | |
| Select Sector Spdr Tr Energy (XLE) | 2.3 | $3.6M | 73k | 48.95 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.1 | $3.3M | 62k | 52.93 | |
| Visa Com Cl A (V) | 2.0 | $3.1M | 14k | 211.63 | |
| Home Depot (HD) | 2.0 | $3.1M | 10k | 305.07 | |
| Amgen (AMGN) | 1.8 | $2.8M | 11k | 248.86 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $2.8M | 6.1k | 456.08 | |
| Abbvie (ABBV) | 1.7 | $2.7M | 25k | 108.13 | |
| Johnson & Johnson (JNJ) | 1.7 | $2.7M | 16k | 164.25 | |
| Netflix (NFLX) | 1.7 | $2.7M | 5.2k | 521.33 | |
| Microsoft Corporation (MSFT) | 1.7 | $2.7M | 11k | 235.54 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $2.7M | 7.5k | 355.71 | |
| Apple (AAPL) | 1.7 | $2.6M | 22k | 121.84 | |
| UnitedHealth (UNH) | 1.7 | $2.6M | 7.0k | 371.80 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 1.6 | $2.5M | 74k | 33.98 | |
| Broadcom (AVGO) | 1.6 | $2.5M | 5.3k | 463.17 | |
| NVIDIA Corporation (NVDA) | 1.6 | $2.4M | 4.5k | 533.66 | |
| McDonald's Corporation (MCD) | 1.5 | $2.4M | 11k | 223.94 | |
| Zoom Video Communications In Cl A (ZM) | 1.5 | $2.4M | 7.3k | 321.02 | |
| Procter & Gamble Company (PG) | 1.5 | $2.3M | 17k | 135.31 | |
| Costco Wholesale Corporation (COST) | 1.5 | $2.3M | 6.6k | 352.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $2.3M | 14k | 159.97 | |
| Jd.com Spon Adr Cl A (JD) | 1.5 | $2.3M | 27k | 84.24 | |
| Constellation Brands Cl A (STZ) | 1.4 | $2.2M | 9.7k | 227.79 | |
| Waste Connections (WCN) | 1.4 | $2.2M | 20k | 107.64 | |
| Chewy Cl A (CHWY) | 1.4 | $2.1M | 25k | 84.64 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $2.1M | 12k | 182.45 | |
| Unilever Spon Adr New (UL) | 1.4 | $2.1M | 38k | 55.79 | |
| Chegg (CHGG) | 1.3 | $2.0M | 24k | 85.65 | |
| Ecolab (ECL) | 1.3 | $2.0M | 9.5k | 213.88 | |
| American Tower Reit (AMT) | 1.3 | $2.0M | 8.3k | 238.89 | |
| Facebook Cl A (META) | 1.3 | $2.0M | 6.7k | 294.35 | |
| Peloton Interactive Cl A Com (PTON) | 1.2 | $1.9M | 17k | 112.39 | |
| Uber Technologies (UBER) | 1.2 | $1.9M | 34k | 54.48 | |
| Dex (DXCM) | 1.2 | $1.8M | 5.1k | 359.11 | |
| Target Corporation (TGT) | 1.1 | $1.6M | 8.3k | 198.00 | |
| CBOE Holdings (CBOE) | 1.0 | $1.6M | 16k | 98.66 | |
| Illumina (ILMN) | 0.9 | $1.4M | 3.7k | 383.88 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.4M | 3.0k | 475.18 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.4M | 1.9k | 738.59 | |
| Square Cl A (SQ) | 0.9 | $1.4M | 6.0k | 226.70 | |
| Arista Networks (ANET) | 0.9 | $1.3M | 4.4k | 301.64 | |
| ResMed (RMD) | 0.8 | $1.3M | 6.5k | 193.97 | |
| Electronic Arts (EA) | 0.8 | $1.3M | 9.3k | 135.27 | |
| Becton, Dickinson and (BDX) | 0.8 | $1.2M | 5.1k | 243.08 | |
| Masimo Corporation (MASI) | 0.8 | $1.2M | 5.4k | 229.48 | |
| Datadog Cl A Com (DDOG) | 0.8 | $1.2M | 15k | 83.27 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.2M | 10k | 118.29 | |
| First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) | 0.8 | $1.2M | 39k | 31.33 | |
| Lululemon Athletica (LULU) | 0.7 | $1.2M | 3.8k | 306.59 | |
| Advanced Micro Devices (AMD) | 0.7 | $1.2M | 15k | 78.41 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.1M | 8.3k | 135.75 | |
| Zoetis Cl A (ZTS) | 0.7 | $1.1M | 7.1k | 157.35 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.1M | 2.8k | 396.16 | |
| Docusign (DOCU) | 0.7 | $1.1M | 5.5k | 202.22 | |
| Innovative Industria A (IIPR) | 0.7 | $1.1M | 6.1k | 179.97 | |
| Hubspot (HUBS) | 0.7 | $1.1M | 2.4k | 454.20 | |
| Teladoc (TDOC) | 0.7 | $1.1M | 5.8k | 181.55 | |
| Nio Spon Ads (NIO) | 0.7 | $1.0M | 27k | 38.93 | |
| Sherwin-Williams Company (SHW) | 0.7 | $1.0M | 1.4k | 737.70 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.0M | 9.2k | 111.56 | |
| 4068594 Enphase Energy (ENPH) | 0.6 | $997k | 6.2k | 162.03 | |
| Lennar Corp Cl A (LEN) | 0.6 | $992k | 9.8k | 101.19 | |
| Solaredge Technologies (SEDG) | 0.6 | $975k | 3.4k | 287.27 | |
| PetMed Express (PETS) | 0.6 | $967k | 28k | 35.13 | |
| First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.6 | $958k | 28k | 33.76 | |
| Equinix (EQIX) | 0.6 | $919k | 1.4k | 679.23 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.4 | $691k | 13k | 52.78 | |
| Innovator Etfs Tr Double Stker Oct | 0.3 | $506k | 17k | 29.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $446k | 216.00 | 2064.81 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $397k | 3.1k | 129.65 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $390k | 7.2k | 54.17 | |
| CoStar (CSGP) | 0.2 | $294k | 358.00 | 821.23 | |
| Realty Income (O) | 0.2 | $279k | 4.4k | 63.51 | |
| Southern Company (SO) | 0.2 | $274k | 4.4k | 62.27 | |
| Booking Holdings (BKNG) | 0.1 | $210k | 90.00 | 2333.33 | |
| Abbott Laboratories (ABT) | 0.1 | $204k | 1.7k | 120.00 |
