Altman Advisors as of Dec. 31, 2023
Portfolio Holdings for Altman Advisors
Altman Advisors holds 100 positions in its portfolio as reported in the December 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) | 8.0 | $15M | 357k | 42.51 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 5.4 | $10M | 102k | 101.77 | |
| Ishares Tr Core Msci Euro (IEUR) | 4.0 | $7.5M | 137k | 55.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $5.7M | 41k | 139.69 | |
| Apple (AAPL) | 2.9 | $5.5M | 28k | 192.53 | |
| Amazon (AMZN) | 2.8 | $5.3M | 35k | 151.94 | |
| Microsoft Corporation (MSFT) | 2.7 | $5.1M | 14k | 376.04 | |
| Tesla Motors (TSLA) | 1.9 | $3.5M | 14k | 248.48 | |
| Broadcom (AVGO) | 1.8 | $3.4M | 3.1k | 1116.29 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 1.6 | $3.1M | 58k | 54.17 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $3.0M | 30k | 99.98 | |
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $3.0M | 76k | 39.03 | |
| CBOE Holdings (CBOE) | 1.4 | $2.8M | 15k | 178.56 | |
| Costco Wholesale Corporation (COST) | 1.4 | $2.6M | 4.0k | 660.15 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.4M | 14k | 170.10 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $2.3M | 9.2k | 255.32 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.3M | 6.5k | 356.66 | |
| Meta Platforms Cl A (META) | 1.2 | $2.3M | 6.6k | 353.96 | |
| Advanced Micro Devices (AMD) | 1.2 | $2.2M | 15k | 147.41 | |
| Visa Com Cl A (V) | 1.1 | $2.2M | 8.4k | 260.35 | |
| Arista Networks (ANET) | 1.1 | $2.1M | 9.0k | 235.51 | |
| Ubs Group SHS (UBS) | 1.1 | $2.1M | 67k | 30.90 | |
| Lam Research Corporation (LRCX) | 1.0 | $2.0M | 2.5k | 783.27 | |
| Expedia Group Com New (EXPE) | 1.0 | $1.9M | 13k | 151.79 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 1.0 | $1.8M | 115k | 15.97 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.8M | 3.1k | 596.60 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $1.8M | 42k | 43.85 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.8M | 5.3k | 337.36 | |
| Hubspot (HUBS) | 0.9 | $1.8M | 3.1k | 580.54 | |
| Abbvie (ABBV) | 0.9 | $1.8M | 12k | 154.97 | |
| Oracle Corporation (ORCL) | 0.9 | $1.7M | 17k | 105.43 | |
| Constellation Energy (CEG) | 0.9 | $1.7M | 15k | 116.89 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.9 | $1.7M | 200k | 8.61 | |
| Textron (TXT) | 0.9 | $1.7M | 21k | 80.42 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.9 | $1.7M | 26k | 64.62 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.7M | 3.4k | 495.25 | |
| Dex (DXCM) | 0.9 | $1.7M | 14k | 124.09 | |
| International Business Machines (IBM) | 0.9 | $1.7M | 10k | 163.54 | |
| Eaton Corp SHS (ETN) | 0.9 | $1.7M | 7.0k | 240.84 | |
| EOG Resources (EOG) | 0.9 | $1.7M | 14k | 120.95 | |
| General Dynamics Corporation (GD) | 0.9 | $1.6M | 6.4k | 259.68 | |
| Zoetis Cl A (ZTS) | 0.9 | $1.6M | 8.3k | 197.36 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.6M | 3.8k | 426.52 | |
| Chubb (CB) | 0.8 | $1.6M | 7.1k | 226.00 | |
| Novo-nordisk A S Adr (NVO) | 0.8 | $1.6M | 16k | 103.45 | |
| Bhp Group Sponsored Ads (BHP) | 0.8 | $1.6M | 23k | 68.31 | |
| Prudential Financial (PRU) | 0.8 | $1.6M | 15k | 103.71 | |
| Waste Connections (WCN) | 0.8 | $1.6M | 11k | 149.28 | |
| Intercontinental Exchange (ICE) | 0.8 | $1.6M | 12k | 128.43 | |
| Home Depot (HD) | 0.8 | $1.6M | 4.5k | 346.57 | |
| Citigroup Com New (C) | 0.8 | $1.6M | 30k | 51.44 | |
| Gilead Sciences (GILD) | 0.8 | $1.6M | 19k | 81.01 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.8 | $1.5M | 38k | 40.23 | |
| UnitedHealth (UNH) | 0.8 | $1.5M | 2.9k | 526.51 | |
| Cheniere Energy Com New (LNG) | 0.8 | $1.5M | 8.9k | 170.72 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.5M | 9.6k | 157.66 | |
| Novartis Sponsored Adr (NVS) | 0.8 | $1.5M | 15k | 100.97 | |
| Netflix (NFLX) | 0.8 | $1.5M | 3.1k | 486.88 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.8 | $1.5M | 429k | 3.44 | |
| Shell Spon Ads (SHEL) | 0.8 | $1.5M | 22k | 65.80 | |
| Nike CL B (NKE) | 0.8 | $1.5M | 14k | 108.57 | |
| Sherwin-Williams Company (SHW) | 0.8 | $1.5M | 4.7k | 311.90 | |
| Equinix (EQIX) | 0.8 | $1.4M | 1.8k | 805.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.4M | 14k | 104.00 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.4M | 9.0k | 156.74 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.7 | $1.4M | 111k | 12.66 | |
| BP Sponsored Adr (BP) | 0.7 | $1.4M | 39k | 35.40 | |
| American Tower Reit (AMT) | 0.7 | $1.4M | 6.3k | 215.87 | |
| Ishares Msci Cda Etf (EWC) | 0.7 | $1.3M | 36k | 36.68 | |
| Becton, Dickinson and (BDX) | 0.7 | $1.3M | 5.4k | 243.83 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $1.3M | 2.4k | 530.80 | |
| McDonald's Corporation (MCD) | 0.6 | $1.2M | 4.1k | 296.51 | |
| Target Corporation (TGT) | 0.6 | $1.2M | 8.5k | 142.43 | |
| Nextera Energy (NEE) | 0.6 | $1.1M | 18k | 60.74 | |
| Bank of America Corporation (BAC) | 0.5 | $1.0M | 31k | 33.67 | |
| Goldman Sachs (GS) | 0.5 | $1.0M | 2.6k | 385.83 | |
| PNC Financial Services (PNC) | 0.5 | $989k | 6.4k | 154.84 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $947k | 20k | 46.63 | |
| Morgan Stanley Com New (MS) | 0.4 | $858k | 9.2k | 93.25 | |
| Realty Income (O) | 0.4 | $809k | 14k | 57.42 | |
| Deere & Company (DE) | 0.4 | $730k | 1.8k | 399.88 | |
| Archer Daniels Midland Company (ADM) | 0.4 | $718k | 9.9k | 72.22 | |
| Innovator Etfs Tr Us Eqty Acc Etf (XDJA) | 0.4 | $682k | 28k | 24.49 | |
| Hp (HPQ) | 0.3 | $644k | 21k | 30.09 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $586k | 8.7k | 67.11 | |
| FirstEnergy (FE) | 0.3 | $554k | 15k | 36.66 | |
| WNS HLDGS Spon Adr | 0.3 | $545k | 8.6k | 63.20 | |
| Unilever Spon Adr New (UL) | 0.3 | $544k | 11k | 48.48 | |
| Dominion Resources (D) | 0.3 | $538k | 12k | 47.00 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $505k | 6.7k | 75.35 | |
| Pfizer (PFE) | 0.3 | $500k | 17k | 28.79 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $469k | 7.2k | 65.06 | |
| Uber Technologies (UBER) | 0.2 | $344k | 5.6k | 61.57 | |
| Cisco Systems (CSCO) | 0.2 | $338k | 6.7k | 50.52 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $321k | 14k | 22.43 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $281k | 4.6k | 61.56 | |
| Metropcs Communications (TMUS) | 0.1 | $273k | 1.7k | 160.33 | |
| Abbott Laboratories (ABT) | 0.1 | $264k | 2.4k | 110.07 | |
| Qualcomm (QCOM) | 0.1 | $246k | 1.7k | 144.63 | |
| Paypal Holdings (PYPL) | 0.1 | $227k | 3.7k | 61.41 |
