Altman Advisors as of Dec. 31, 2021
Portfolio Holdings for Altman Advisors
Altman Advisors holds 77 positions in its portfolio as reported in the December 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) | 9.1 | $15M | 275k | 54.57 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.6 | $5.9M | 14k | 437.96 | |
| NVIDIA Corporation (NVDA) | 2.8 | $4.6M | 20k | 233.74 | |
| Amazon (AMZN) | 2.8 | $4.5M | 1.6k | 2853.37 | |
| Tesla Motors (TSLA) | 2.7 | $4.4M | 4.6k | 943.94 | |
| Apple (AAPL) | 2.6 | $4.2M | 26k | 162.39 | |
| Microsoft Corporation (MSFT) | 2.5 | $4.1M | 14k | 296.04 | |
| Abbvie (ABBV) | 2.2 | $3.5M | 27k | 131.98 | |
| Visa Com Cl A (V) | 2.1 | $3.4M | 16k | 205.91 | |
| UnitedHealth (UNH) | 2.1 | $3.4M | 7.3k | 461.23 | |
| Becton, Dickinson and (BDX) | 2.0 | $3.3M | 13k | 264.65 | |
| Home Depot (HD) | 2.0 | $3.3M | 9.4k | 349.07 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $3.2M | 5.6k | 580.25 | |
| Costco Wholesale Corporation (COST) | 2.0 | $3.2M | 6.7k | 481.63 | |
| Broadcom (AVGO) | 2.0 | $3.2M | 6.0k | 533.15 | |
| EOG Resources (EOG) | 2.0 | $3.2M | 32k | 100.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $3.2M | 1.2k | 2606.76 | |
| Nextera Energy (NEE) | 1.9 | $3.0M | 37k | 82.60 | |
| McDonald's Corporation (MCD) | 1.8 | $3.0M | 12k | 254.57 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $2.9M | 8.1k | 355.03 | |
| Johnson & Johnson (JNJ) | 1.8 | $2.9M | 18k | 164.88 | |
| Cheniere Energy Com New (LNG) | 1.7 | $2.8M | 27k | 104.54 | |
| Meta Platforms Cl A (META) | 1.7 | $2.8M | 9.1k | 303.16 | |
| Constellation Brands Cl A (STZ) | 1.7 | $2.7M | 11k | 240.98 | |
| Waste Connections (WCN) | 1.6 | $2.7M | 22k | 122.72 | |
| Lennar Corp Cl A (LEN) | 1.6 | $2.6M | 27k | 95.32 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $2.5M | 17k | 145.09 | |
| Goldman Sachs (GS) | 1.5 | $2.5M | 7.2k | 343.90 | |
| Ishares Gold Tr Ishares New (IAU) | 1.4 | $2.4M | 68k | 34.84 | |
| Dex (DXCM) | 1.4 | $2.3M | 5.6k | 422.07 | |
| Arista Networks | 1.4 | $2.2M | 19k | 118.62 | |
| American Tower Reit (AMT) | 1.3 | $2.2M | 8.9k | 244.72 | |
| Netflix (NFLX) | 1.3 | $2.1M | 5.3k | 397.42 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $2.0M | 12k | 164.76 | |
| Datadog Cl A Com (DDOG) | 1.2 | $1.9M | 15k | 125.55 | |
| Hubspot (HUBS) | 1.1 | $1.8M | 4.3k | 427.61 | |
| CBOE Holdings (CBOE) | 1.1 | $1.8M | 15k | 118.07 | |
| Advanced Micro Devices (AMD) | 1.1 | $1.8M | 15k | 118.79 | |
| Target Corporation (TGT) | 1.1 | $1.8M | 8.1k | 217.25 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $1.6M | 6.0k | 269.46 | |
| Pfizer (PFE) | 1.0 | $1.6M | 30k | 52.79 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.6M | 3.1k | 500.00 | |
| Zoetis Cl A (ZTS) | 0.9 | $1.5M | 7.7k | 200.34 | |
| Eaton Corp SHS (ETN) | 0.9 | $1.5M | 9.3k | 160.53 | |
| Illumina (ILMN) | 0.9 | $1.5M | 4.1k | 365.94 | |
| Electronic Arts (EA) | 0.9 | $1.5M | 11k | 139.04 | |
| Procter & Gamble Company (PG) | 0.9 | $1.5M | 8.9k | 162.57 | |
| Uber Technologies (UBER) | 0.8 | $1.3M | 37k | 35.95 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.3M | 9.5k | 140.24 | |
| Sherwin-Williams Company (SHW) | 0.8 | $1.3M | 4.5k | 292.80 | |
| Intercontinental Exchange (ICE) | 0.8 | $1.3M | 10k | 125.62 | |
| Masimo Corporation (MASI) | 0.8 | $1.3M | 5.8k | 217.92 | |
| Lululemon Athletica (LULU) | 0.8 | $1.3M | 4.0k | 312.95 | |
| Innovative Industria A (IIPR) | 0.8 | $1.3M | 6.7k | 188.15 | |
| Louisiana-Pacific Corporation (LPX) | 0.7 | $1.2M | 19k | 64.19 | |
| Ecolab (ECL) | 0.7 | $1.2M | 6.2k | 195.04 | |
| Equinix (EQIX) | 0.7 | $1.1M | 1.6k | 721.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 3.6k | 305.32 | |
| Chewy Cl A (CHWY) | 0.6 | $964k | 25k | 38.03 | |
| SVB Financial (SIVBQ) | 0.6 | $937k | 1.6k | 581.63 | |
| 4068594 Enphase Energy (ENPH) | 0.5 | $887k | 7.0k | 125.98 | |
| Solaredge Technologies (SEDG) | 0.5 | $880k | 4.0k | 220.33 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.5 | $813k | 16k | 52.21 | |
| Innovator Etfs Tr Double Stker Oct | 0.4 | $582k | 19k | 31.46 | |
| Expedia Group Com New (EXPE) | 0.3 | $571k | 3.3k | 174.35 | |
| Booking Holdings (BKNG) | 0.3 | $500k | 213.00 | 2347.42 | |
| Docusign (DOCU) | 0.3 | $497k | 4.3k | 116.20 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $436k | 3.4k | 128.96 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $358k | 7.2k | 49.72 | |
| Block Cl A (XYZ) | 0.2 | $314k | 2.7k | 118.00 | |
| Southern Company (SO) | 0.2 | $298k | 4.4k | 67.73 | |
| Realty Income (O) | 0.2 | $298k | 4.4k | 67.84 | |
| CoStar (CSGP) | 0.2 | $254k | 3.6k | 70.95 | |
| Qualcomm (QCOM) | 0.2 | $248k | 1.5k | 165.00 | |
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.1 | $237k | 10k | 23.19 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $217k | 3.0k | 72.26 | |
| Abbott Laboratories (ABT) | 0.1 | $214k | 1.7k | 125.88 |