Altman Advisors as of March 31, 2023
Portfolio Holdings for Altman Advisors
Altman Advisors holds 79 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 14.8 | $16M | 430k | 37.49 | |
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 9.8 | $11M | 206k | 51.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $3.9M | 45k | 86.61 | |
| Microsoft Corporation (MSFT) | 2.7 | $2.9M | 15k | 200.74 | |
| Apple (AAPL) | 2.6 | $2.8M | 25k | 110.18 | |
| Amazon (AMZN) | 2.3 | $2.5M | 40k | 61.97 | |
| Tesla Motors (TSLA) | 2.0 | $2.1M | 24k | 88.98 | |
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $1.8M | 76k | 23.48 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $1.8M | 26k | 67.59 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 1.6 | $1.7M | 65k | 26.27 | |
| Broadcom (AVGO) | 1.6 | $1.7M | 3.7k | 456.54 | |
| Visa Com Cl A (V) | 1.6 | $1.7M | 9.5k | 179.23 | |
| CBOE Holdings (CBOE) | 1.5 | $1.7M | 15k | 108.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $1.7M | 6.4k | 259.38 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $1.6M | 15k | 106.90 | |
| Costco Wholesale Corporation (COST) | 1.4 | $1.6M | 3.8k | 412.04 | |
| Goldman Sachs (GS) | 1.4 | $1.5M | 5.4k | 280.23 | |
| Arista Networks (ANET) | 1.4 | $1.5M | 13k | 113.98 | |
| Oracle Corporation (ORCL) | 1.3 | $1.5M | 18k | 80.58 | |
| Abbvie (ABBV) | 1.3 | $1.4M | 11k | 126.30 | |
| Netflix (NFLX) | 1.3 | $1.4M | 5.3k | 269.57 | |
| McDonald's Corporation (MCD) | 1.3 | $1.4M | 5.7k | 247.71 | |
| Constellation Energy (CEG) | 1.3 | $1.4M | 22k | 64.72 | |
| Intuitive Surgical Com New (ISRG) | 1.3 | $1.4M | 5.5k | 259.15 | |
| BP Sponsored Adr (BP) | 1.3 | $1.4M | 44k | 31.55 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $1.4M | 39k | 35.30 | |
| Dex (DXCM) | 1.2 | $1.4M | 13k | 102.32 | |
| Novartis Sponsored Adr (NVS) | 1.2 | $1.4M | 15k | 92.03 | |
| Gilead Sciences (GILD) | 1.2 | $1.3M | 19k | 70.24 | |
| Eaton Corp SHS (ETN) | 1.2 | $1.3M | 8.7k | 153.59 | |
| EOG Resources (EOG) | 1.2 | $1.3M | 13k | 101.98 | |
| Deere & Company (DE) | 1.2 | $1.3M | 3.8k | 346.14 | |
| Ubs Group SHS (UBS) | 1.2 | $1.3M | 74k | 17.51 | |
| Waste Connections (WCN) | 1.2 | $1.3M | 10k | 126.38 | |
| Wal-Mart Stores (WMT) | 1.2 | $1.3M | 9.4k | 135.81 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $1.3M | 3.8k | 338.09 | |
| Morgan Stanley Com New (MS) | 1.2 | $1.3M | 17k | 77.28 | |
| Zoetis Cl A (ZTS) | 1.2 | $1.3M | 7.9k | 162.36 | |
| Unilever Spon Adr New (UL) | 1.2 | $1.3M | 25k | 50.80 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $1.3M | 14k | 88.89 | |
| Qualcomm (QCOM) | 1.1 | $1.2M | 12k | 102.95 | |
| Chubb (CB) | 1.1 | $1.2M | 6.8k | 174.67 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.2M | 8.3k | 140.79 | |
| Nextera Energy (NEE) | 1.1 | $1.2M | 18k | 64.30 | |
| Becton, Dickinson and (BDX) | 1.0 | $1.1M | 5.1k | 223.15 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $1.1M | 2.4k | 460.76 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.1M | 11k | 97.81 | |
| Archer Daniels Midland Company (ADM) | 1.0 | $1.1M | 17k | 63.42 | |
| Realty Income (O) | 1.0 | $1.1M | 21k | 49.79 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.0 | $1.0M | 19k | 55.57 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $985k | 38k | 25.93 | |
| Home Depot (HD) | 0.9 | $978k | 4.4k | 221.34 | |
| WNS HLDGS Spon Adr | 0.9 | $958k | 15k | 65.68 | |
| Pfizer (PFE) | 0.8 | $922k | 33k | 27.65 | |
| Fmc Corp Com New (FMC) | 0.8 | $870k | 11k | 77.45 | |
| Advanced Micro Devices (AMD) | 0.6 | $678k | 16k | 43.28 | |
| General Dynamics Corporation (GD) | 0.6 | $611k | 6.1k | 100.45 | |
| UnitedHealth (UNH) | 0.6 | $607k | 2.6k | 232.73 | |
| Bhp Group Sponsored Ads (BHP) | 0.5 | $545k | 22k | 24.99 | |
| Hubspot (HUBS) | 0.4 | $487k | 3.0k | 161.05 | |
| FirstEnergy (FE) | 0.4 | $406k | 32k | 12.56 | |
| Cheniere Energy Com New (LNG) | 0.3 | $342k | 8.7k | 39.51 | |
| Target Corporation (TGT) | 0.3 | $307k | 7.9k | 38.64 | |
| Shell Spon Ads (SHEL) | 0.2 | $233k | 21k | 11.31 | |
| International Business Machines (IBM) | 0.2 | $227k | 9.7k | 23.40 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $1.2k | 196k | 0.01 | |
| Intercontinental Exchange (ICE) | 0.0 | $1.2k | 11k | 0.10 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $1.2k | 114k | 0.01 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $1.2k | 404k | 0.00 | |
| Hp (HPQ) | 0.0 | $1.2k | 39k | 0.03 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.1k | 13k | 0.08 | |
| Verizon Communications (VZ) | 0.0 | $1.1k | 28k | 0.04 | |
| Citigroup Com New (C) | 0.0 | $1.0k | 23k | 0.05 | |
| Dominion Resources (D) | 0.0 | $985.762800 | 18k | 0.06 | |
| Expedia Group Com New (EXPE) | 0.0 | $922.489200 | 10k | 0.09 | |
| Bank of America Corporation (BAC) | 0.0 | $871.372800 | 31k | 0.03 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $676.998000 | 17k | 0.04 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $610.448400 | 13k | 0.05 | |
| Innovator Etfs Tr Us Eqty Acc Etf (XDJA) | 0.0 | $606.493500 | 28k | 0.02 |
