Altman Advisors as of June 30, 2022
Portfolio Holdings for Altman Advisors
Altman Advisors holds 86 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 9.7 | $17M | 515k | 32.98 | |
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 7.9 | $14M | 269k | 51.74 | |
| Tesla Motors (TSLA) | 3.1 | $5.5M | 6.1k | 901.71 | |
| Amazon (AMZN) | 2.6 | $4.6M | 34k | 134.16 | |
| Apple (AAPL) | 2.4 | $4.1M | 26k | 160.00 | |
| Microsoft Corporation (MSFT) | 2.3 | $4.0M | 14k | 274.80 | |
| Cheniere Energy Com New (LNG) | 2.2 | $3.9M | 27k | 145.99 | |
| UnitedHealth (UNH) | 2.2 | $3.9M | 7.2k | 535.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.8M | 33k | 115.12 | |
| Costco Wholesale Corporation (COST) | 2.0 | $3.5M | 6.4k | 543.41 | |
| Abbvie (ABBV) | 2.0 | $3.5M | 25k | 140.38 | |
| Broadcom (AVGO) | 1.8 | $3.2M | 6.0k | 531.21 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $3.2M | 34k | 94.07 | |
| Ishares Gold Tr Ishares New (IAU) | 1.7 | $2.9M | 87k | 33.42 | |
| Home Depot (HD) | 1.6 | $2.8M | 9.4k | 300.71 | |
| Visa Com Cl A (V) | 1.6 | $2.8M | 14k | 206.28 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $2.6M | 14k | 188.13 | |
| Goldman Sachs (GS) | 1.4 | $2.4M | 7.4k | 327.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.4M | 8.2k | 292.22 | |
| NVIDIA Corporation (NVDA) | 1.3 | $2.4M | 13k | 185.27 | |
| Arista Networks (ANET) | 1.3 | $2.2M | 19k | 117.12 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $2.1M | 19k | 112.43 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $2.0M | 3.4k | 586.12 | |
| Becton, Dickinson and (BDX) | 1.1 | $2.0M | 8.1k | 243.07 | |
| CBOE Holdings (CBOE) | 1.0 | $1.8M | 15k | 117.62 | |
| Datadog Cl A Com (DDOG) | 0.9 | $1.6M | 15k | 106.34 | |
| McDonald's Corporation (MCD) | 0.9 | $1.6M | 6.1k | 261.08 | |
| Realty Income (O) | 0.9 | $1.6M | 22k | 72.82 | |
| Nextera Energy (NEE) | 0.9 | $1.6M | 18k | 85.65 | |
| American Tower Reit (AMT) | 0.9 | $1.5M | 5.8k | 266.60 | |
| Advanced Micro Devices (AMD) | 0.9 | $1.5M | 15k | 99.30 | |
| Pfizer (PFE) | 0.9 | $1.5M | 31k | 49.67 | |
| Constellation Brands Cl A (STZ) | 0.8 | $1.5M | 6.0k | 245.00 | |
| Johnson & Johnson (JNJ) | 0.8 | $1.5M | 8.5k | 172.87 | |
| Constellation Energy (CEG) | 0.8 | $1.5M | 22k | 65.82 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $1.4M | 6.1k | 238.40 | |
| Archer Daniels Midland Company (ADM) | 0.8 | $1.4M | 17k | 82.79 | |
| Solaredge Technologies (SEDG) | 0.8 | $1.4M | 3.8k | 365.49 | |
| Zoetis Cl A (ZTS) | 0.8 | $1.4M | 7.7k | 178.83 | |
| Fmc Corp Com New (FMC) | 0.8 | $1.4M | 13k | 107.54 | |
| EOG Resources (EOG) | 0.8 | $1.4M | 13k | 107.22 | |
| General Dynamics Corporation (GD) | 0.8 | $1.4M | 6.0k | 227.12 | |
| Morgan Stanley Com New (MS) | 0.8 | $1.4M | 16k | 83.53 | |
| Lennar Corp Cl A (LEN) | 0.8 | $1.4M | 17k | 81.97 | |
| BP Sponsored Adr (BP) | 0.8 | $1.4M | 46k | 29.35 | |
| Netflix (NFLX) | 0.8 | $1.4M | 6.1k | 221.44 | |
| Oracle Corporation (ORCL) | 0.8 | $1.4M | 18k | 76.36 | |
| Eaton Corp SHS (ETN) | 0.8 | $1.3M | 9.2k | 146.37 | |
| Waste Connections (WCN) | 0.8 | $1.3M | 10k | 131.18 | |
| Hp (HPQ) | 0.8 | $1.3M | 41k | 32.74 | |
| Target Corporation (TGT) | 0.8 | $1.3M | 8.1k | 163.43 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.3M | 3.3k | 407.99 | |
| Meta Platforms Cl A (META) | 0.8 | $1.3M | 8.3k | 160.15 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.3M | 3.8k | 348.95 | |
| Electronic Arts (EA) | 0.8 | $1.3M | 10k | 128.87 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.3M | 14k | 93.73 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.7 | $1.3M | 41k | 31.82 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $1.3M | 3.2k | 410.00 | |
| Comcast Corp Cl A (CMCSA) | 0.7 | $1.3M | 34k | 37.67 | |
| Ubs Group SHS (UBS) | 0.7 | $1.3M | 80k | 15.93 | |
| Deere & Company (DE) | 0.7 | $1.3M | 3.8k | 333.25 | |
| Procter & Gamble Company (PG) | 0.7 | $1.3M | 9.0k | 141.95 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.7 | $1.3M | 16k | 79.01 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.3M | 9.6k | 132.66 | |
| Dominion Resources (D) | 0.7 | $1.3M | 15k | 82.14 | |
| Lululemon Athletica (LULU) | 0.7 | $1.3M | 4.1k | 305.77 | |
| International Business Machines (IBM) | 0.7 | $1.2M | 9.3k | 131.81 | |
| Louisiana-Pacific Corporation (LPX) | 0.7 | $1.2M | 19k | 62.23 | |
| Dex (DXCM) | 0.7 | $1.2M | 14k | 88.27 | |
| Sherwin-Williams Company (SHW) | 0.7 | $1.2M | 4.8k | 243.64 | |
| Equinix (EQIX) | 0.6 | $1.1M | 1.6k | 688.52 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $1.1M | 13k | 86.02 | |
| Verizon Communications (VZ) | 0.6 | $1.1M | 24k | 45.34 | |
| Intercontinental Exchange (ICE) | 0.6 | $1.0M | 10k | 100.65 | |
| Hubspot (HUBS) | 0.6 | $1.0M | 3.1k | 328.42 | |
| Illumina (ILMN) | 0.5 | $937k | 4.3k | 219.03 | |
| Bank of America Corporation (BAC) | 0.5 | $932k | 28k | 33.04 | |
| Expedia Group Com New (EXPE) | 0.5 | $844k | 8.1k | 103.93 | |
| SVB Financial (SIVBQ) | 0.5 | $816k | 2.0k | 400.20 | |
| Innovator Etfs Tr Us Eqty Acc Etf (XDJA) | 0.3 | $596k | 28k | 21.06 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.3 | $560k | 12k | 47.24 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $411k | 3.6k | 113.16 | |
| Booking Holdings (BKNG) | 0.2 | $372k | 190.00 | 1957.89 | |
| Southern Company (SO) | 0.2 | $334k | 4.4k | 75.91 | |
| Qualcomm (QCOM) | 0.2 | $279k | 1.9k | 146.84 | |
| Moderna (MRNA) | 0.1 | $225k | 1.4k | 160.71 |
