Altman Advisors

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 (ANET) 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 (SQ) 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