Altman Advisors as of March 31, 2024
Portfolio Holdings for Altman Advisors
Altman Advisors holds 95 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 8.0 | $16M | 368k | 44.61 | |
| Ishares Tr Core Msci Euro (IEUR) | 4.0 | $8.3M | 144k | 57.73 | |
| Amazon (AMZN) | 3.1 | $6.3M | 35k | 180.97 | |
| Microsoft Corporation (MSFT) | 2.9 | $6.0M | 14k | 424.57 | |
| Apple (AAPL) | 2.8 | $5.7M | 34k | 170.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $4.4M | 28k | 155.49 | |
| NVIDIA Corporation (NVDA) | 1.9 | $3.9M | 4.3k | 903.67 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $3.7M | 32k | 116.99 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 1.7 | $3.4M | 61k | 56.54 | |
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $3.3M | 79k | 42.46 | |
| Costco Wholesale Corporation (COST) | 1.4 | $2.9M | 4.0k | 721.32 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.9M | 14k | 198.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.8M | 6.7k | 420.20 | |
| CBOE Holdings (CBOE) | 1.4 | $2.8M | 15k | 181.87 | |
| Meta Platforms Cl A (META) | 1.4 | $2.8M | 5.7k | 491.35 | |
| Constellation Energy (CEG) | 1.3 | $2.7M | 15k | 185.98 | |
| Broadcom (AVGO) | 1.3 | $2.7M | 2.0k | 1350.42 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $2.7M | 8.4k | 319.59 | |
| Arista Networks | 1.3 | $2.7M | 8.9k | 299.75 | |
| Lam Research Corporation | 1.2 | $2.4M | 2.4k | 981.80 | |
| Eaton Corp SHS (ETN) | 1.1 | $2.2M | 7.1k | 312.05 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $2.1M | 5.3k | 394.87 | |
| Oracle Corporation (ORCL) | 1.0 | $2.1M | 17k | 125.48 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $2.1M | 15k | 141.49 | |
| Textron (TXT) | 1.0 | $2.1M | 22k | 95.33 | |
| Ubs Group SHS (UBS) | 1.0 | $2.1M | 68k | 30.48 | |
| Visa Com Cl A (V) | 1.0 | $2.1M | 7.4k | 278.27 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.0 | $2.0M | 205k | 9.98 | |
| Abbvie (ABBV) | 1.0 | $2.0M | 11k | 180.76 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.0M | 16k | 127.55 | |
| International Business Machines (IBM) | 1.0 | $2.0M | 11k | 189.82 | |
| Hubspot (HUBS) | 1.0 | $2.0M | 3.1k | 636.85 | |
| Citigroup Com New (C) | 1.0 | $2.0M | 31k | 63.46 | |
| Target Corporation (TGT) | 1.0 | $2.0M | 11k | 177.81 | |
| Dex (DXCM) | 0.9 | $1.9M | 14k | 137.94 | |
| Netflix (NFLX) | 0.9 | $1.9M | 3.1k | 614.31 | |
| General Dynamics Corporation (GD) | 0.9 | $1.9M | 6.5k | 291.56 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $1.9M | 39k | 48.22 | |
| Chubb (CB) | 0.9 | $1.9M | 7.3k | 257.41 | |
| Tesla Motors (TSLA) | 0.9 | $1.9M | 11k | 175.22 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.9M | 3.9k | 478.41 | |
| Waste Connections (WCN) | 0.9 | $1.8M | 11k | 170.39 | |
| Prudential Financial (PRU) | 0.9 | $1.8M | 16k | 116.29 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $1.8M | 43k | 42.28 | |
| Bank of America Corporation (BAC) | 0.9 | $1.8M | 49k | 37.52 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.9 | $1.8M | 118k | 15.22 | |
| Goldman Sachs (GS) | 0.9 | $1.8M | 4.3k | 413.55 | |
| Wal-Mart Stores (WMT) | 0.9 | $1.8M | 29k | 60.00 | |
| Expedia Group Com New (EXPE) | 0.9 | $1.7M | 13k | 133.22 | |
| Intercontinental Exchange (ICE) | 0.8 | $1.7M | 13k | 137.03 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.8 | $1.7M | 444k | 3.86 | |
| Home Depot (HD) | 0.8 | $1.7M | 4.6k | 368.05 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.8 | $1.7M | 27k | 61.10 | |
| Sherwin-Williams Company (SHW) | 0.8 | $1.7M | 4.9k | 338.16 | |
| PNC Financial Services (PNC) | 0.8 | $1.6M | 10k | 159.93 | |
| EOG Resources (EOG) | 0.8 | $1.6M | 13k | 129.76 | |
| Advanced Micro Devices (AMD) | 0.8 | $1.6M | 8.7k | 183.34 | |
| Shell Spon Ads (SHEL) | 0.8 | $1.6M | 23k | 67.92 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.6M | 3.2k | 502.09 | |
| Cheniere Energy Com New (LNG) | 0.8 | $1.6M | 9.9k | 159.34 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $1.6M | 2.7k | 577.46 | |
| BP Sponsored Adr (BP) | 0.8 | $1.5M | 41k | 37.94 | |
| Morgan Stanley Com New (MS) | 0.7 | $1.5M | 16k | 93.53 | |
| Realty Income (O) | 0.7 | $1.5M | 28k | 53.46 | |
| Ishares Msci Cda Etf (EWC) | 0.7 | $1.5M | 39k | 38.22 | |
| Hp (HPQ) | 0.7 | $1.5M | 49k | 30.38 | |
| Novartis Sponsored Adr (NVS) | 0.7 | $1.5M | 16k | 95.87 | |
| Equinix (EQIX) | 0.7 | $1.5M | 1.9k | 800.10 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.5M | 9.3k | 157.78 | |
| UnitedHealth (UNH) | 0.7 | $1.5M | 3.0k | 489.74 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.7 | $1.5M | 113k | 13.04 | |
| Gilead Sciences (GILD) | 0.7 | $1.5M | 20k | 72.88 | |
| American Tower Reit (AMT) | 0.7 | $1.4M | 7.5k | 193.00 | |
| FirstEnergy (FE) | 0.7 | $1.4M | 38k | 38.37 | |
| Zoetis Cl A (ZTS) | 0.7 | $1.4M | 8.6k | 167.02 | |
| Bhp Group Sponsored Ads (BHP) | 0.7 | $1.4M | 25k | 58.35 | |
| Unilever Spon Adr New (UL) | 0.7 | $1.4M | 29k | 49.85 | |
| Dominion Resources (D) | 0.7 | $1.4M | 29k | 49.16 | |
| Deere & Company (DE) | 0.7 | $1.4M | 3.5k | 404.15 | |
| Becton, Dickinson and (BDX) | 0.7 | $1.4M | 5.7k | 244.05 | |
| Nextera Energy (NEE) | 0.7 | $1.4M | 22k | 63.38 | |
| Nike CL B (NKE) | 0.6 | $1.3M | 14k | 92.56 | |
| Southern Copper Corporation (SCCO) | 0.6 | $1.3M | 12k | 107.04 | |
| McDonald's Corporation (MCD) | 0.6 | $1.2M | 4.4k | 280.22 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.6 | $1.2M | 22k | 56.23 | |
| Pfizer (PFE) | 0.6 | $1.2M | 42k | 27.72 | |
| WNS HLDGS Com Shs (WNS) | 0.5 | $1.1M | 22k | 51.10 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $1.0M | 21k | 49.79 | |
| Innovator Etfs Trust Us Eqty Acc Etf | 0.4 | $748k | 29k | 26.20 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $549k | 6.9k | 79.52 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $529k | 7.2k | 73.27 | |
| Cisco Systems (CSCO) | 0.2 | $334k | 6.7k | 50.04 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $300k | 4.6k | 64.87 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.1 | $275k | 12k | 22.25 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $229k | 3.0k | 77.25 |
