Altman Advisors as of Sept. 30, 2023
Portfolio Holdings for Altman Advisors
Altman Advisors holds 91 positions in its portfolio as reported in the September 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) | 10.5 | $17M | 433k | 38.86 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $5.4M | 41k | 130.86 | |
Apple (AAPL) | 3.0 | $4.8M | 28k | 171.21 | |
Microsoft Corporation (MSFT) | 2.8 | $4.5M | 14k | 315.75 | |
Amazon (AMZN) | 2.7 | $4.4M | 34k | 127.12 | |
Tesla Motors (TSLA) | 2.4 | $3.9M | 16k | 250.22 | |
Exxon Mobil Corporation (XOM) | 2.2 | $3.5M | 30k | 117.58 | |
Broadcom (AVGO) | 1.8 | $2.9M | 3.5k | 830.57 | |
Ishares Gold Tr Ishares New (IAU) | 1.7 | $2.7M | 78k | 34.99 | |
CBOE Holdings (CBOE) | 1.5 | $2.4M | 15k | 156.21 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.3M | 6.5k | 350.30 | |
Costco Wholesale Corporation (COST) | 1.4 | $2.2M | 3.9k | 565.02 | |
Visa Com Cl A (V) | 1.4 | $2.2M | 9.6k | 230.01 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.2M | 15k | 145.02 | |
Comcast Corp Cl A (CMCSA) | 1.1 | $1.8M | 41k | 44.34 | |
Oracle Corporation (ORCL) | 1.1 | $1.8M | 17k | 105.92 | |
EOG Resources (EOG) | 1.1 | $1.7M | 14k | 126.76 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 1.1 | $1.7M | 115k | 14.99 | |
Abbvie (ABBV) | 1.1 | $1.7M | 11k | 149.06 | |
Arista Networks (ANET) | 1.1 | $1.7M | 9.2k | 183.93 | |
Ubs Group SHS (UBS) | 1.1 | $1.7M | 69k | 24.65 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.0 | $1.7M | 198k | 8.49 | |
Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.7M | 10k | 167.38 | |
Textron (TXT) | 1.0 | $1.7M | 21k | 78.14 | |
Adobe Systems Incorporated (ADBE) | 1.0 | $1.6M | 3.2k | 509.90 | |
Constellation Energy (CEG) | 1.0 | $1.6M | 15k | 109.08 | |
Advanced Micro Devices (AMD) | 1.0 | $1.6M | 16k | 102.82 | |
Lam Research Corporation (LRCX) | 1.0 | $1.6M | 2.5k | 626.77 | |
Intuitive Surgical Com New (ISRG) | 1.0 | $1.6M | 5.3k | 292.29 | |
Wal-Mart Stores (WMT) | 1.0 | $1.5M | 9.5k | 159.94 | |
Hubspot (HUBS) | 0.9 | $1.5M | 3.1k | 492.50 | |
Mastercard Incorporated Cl A (MA) | 0.9 | $1.5M | 3.8k | 395.92 | |
Novartis Sponsored Adr (NVS) | 0.9 | $1.5M | 15k | 101.86 | |
BP Sponsored Adr (BP) | 0.9 | $1.5M | 39k | 38.72 | |
Chubb (CB) | 0.9 | $1.5M | 7.1k | 208.18 | |
Eaton Corp SHS (ETN) | 0.9 | $1.5M | 6.9k | 213.29 | |
Cheniere Energy Com New (LNG) | 0.9 | $1.5M | 8.8k | 165.97 | |
Mizuho Financial Group Sponsored Adr (MFG) | 0.9 | $1.5M | 423k | 3.43 | |
Gilead Sciences (GILD) | 0.9 | $1.4M | 19k | 74.94 | |
International Business Machines (IBM) | 0.9 | $1.4M | 10k | 140.31 | |
UnitedHealth (UNH) | 0.9 | $1.4M | 2.9k | 504.23 | |
Prudential Financial (PRU) | 0.9 | $1.4M | 15k | 94.89 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.9 | $1.4M | 26k | 55.30 | |
Zoetis Cl A (ZTS) | 0.9 | $1.4M | 8.2k | 173.97 | |
Shell Spon Ads (SHEL) | 0.9 | $1.4M | 22k | 64.38 | |
Waste Connections (WCN) | 0.9 | $1.4M | 11k | 134.30 | |
General Dynamics Corporation (GD) | 0.9 | $1.4M | 6.3k | 220.98 | |
Novo-nordisk A S Adr (NVO) | 0.9 | $1.4M | 15k | 90.94 | |
Archer Daniels Midland Company (ADM) | 0.9 | $1.4M | 18k | 75.42 | |
Delta Air Lines Inc Del Com New (DAL) | 0.9 | $1.4M | 38k | 37.00 | |
Johnson & Johnson (JNJ) | 0.9 | $1.4M | 8.8k | 155.75 | |
Morgan Stanley Com New (MS) | 0.9 | $1.4M | 17k | 81.67 | |
Becton, Dickinson and (BDX) | 0.8 | $1.4M | 5.2k | 258.53 | |
Home Depot (HD) | 0.8 | $1.3M | 4.4k | 302.17 | |
Bank of America Corporation (BAC) | 0.8 | $1.3M | 49k | 27.38 | |
Thermo Fisher Scientific (TMO) | 0.8 | $1.3M | 2.6k | 506.17 | |
Intercontinental Exchange (ICE) | 0.8 | $1.3M | 12k | 110.02 | |
Goldman Sachs (GS) | 0.8 | $1.3M | 4.1k | 323.60 | |
WNS HLDGS Spon Adr | 0.8 | $1.3M | 19k | 68.46 | |
Expedia Group Com New (EXPE) | 0.8 | $1.3M | 13k | 103.07 | |
PNC Financial Services (PNC) | 0.8 | $1.3M | 11k | 122.77 | |
Unilever Spon Adr New (UL) | 0.8 | $1.3M | 27k | 49.40 | |
Realty Income (O) | 0.8 | $1.3M | 26k | 49.94 | |
Bhp Group Sponsored Ads (BHP) | 0.8 | $1.3M | 23k | 56.88 | |
Meta Platforms Cl A (META) | 0.8 | $1.3M | 4.3k | 300.21 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.3M | 15k | 86.90 | |
Nike CL B (NKE) | 0.8 | $1.3M | 13k | 95.62 | |
Equinix (EQIX) | 0.8 | $1.3M | 1.8k | 726.30 | |
Dex (DXCM) | 0.8 | $1.2M | 13k | 93.30 | |
Pfizer (PFE) | 0.8 | $1.2M | 37k | 33.17 | |
Citigroup Com New (C) | 0.8 | $1.2M | 30k | 41.13 | |
Deere & Company (DE) | 0.8 | $1.2M | 3.2k | 377.39 | |
FirstEnergy (FE) | 0.7 | $1.2M | 35k | 34.18 | |
Dominion Resources (D) | 0.7 | $1.2M | 26k | 44.67 | |
Hdfc Bank Sponsored Ads (HDB) | 0.7 | $1.2M | 20k | 59.01 | |
Hp (HPQ) | 0.7 | $1.2M | 45k | 25.70 | |
American Tower Reit (AMT) | 0.7 | $1.2M | 7.1k | 164.44 | |
Target Corporation (TGT) | 0.7 | $1.1M | 10k | 110.57 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $1.1M | 2.9k | 399.45 | |
Netflix (NFLX) | 0.7 | $1.1M | 3.0k | 377.60 | |
Nextera Energy (NEE) | 0.7 | $1.1M | 19k | 57.29 | |
4068594 Enphase Energy (ENPH) | 0.7 | $1.1M | 9.1k | 120.15 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $813k | 20k | 41.26 | |
Solaredge Technologies (SEDG) | 0.5 | $722k | 5.6k | 129.51 | |
Innovator Etfs Tr Us Eqty Acc Etf (XDJA) | 0.4 | $632k | 27k | 23.07 | |
Eaton Vance Senior Floating Rate Fund (EFR) | 0.3 | $472k | 39k | 12.11 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $430k | 6.2k | 68.92 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $407k | 6.9k | 59.28 | |
Cisco Systems (CSCO) | 0.2 | $359k | 6.7k | 53.76 | |
Uber Technologies (UBER) | 0.2 | $257k | 5.6k | 45.99 | |
Ishares Tr Rusel 2500 Etf (SMMD) | 0.2 | $255k | 4.7k | 54.50 |