Altman Advisors as of Dec. 31, 2024
Portfolio Holdings for Altman Advisors
Altman Advisors holds 96 positions in its portfolio as reported in the December 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) | 7.8 | $18M | 408k | 44.87 | |
| Ishares Tr Core Msci Euro (IEUR) | 4.3 | $10M | 186k | 53.98 | |
| Apple (AAPL) | 3.6 | $8.4M | 34k | 250.42 | |
| Amazon (AMZN) | 3.2 | $7.4M | 34k | 219.39 | |
| NVIDIA Corporation (NVDA) | 2.9 | $6.9M | 51k | 134.29 | |
| Microsoft Corporation (MSFT) | 2.7 | $6.3M | 15k | 421.51 | |
| Vanguard World Extended Dur (EDV) | 2.3 | $5.4M | 80k | 67.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $4.9M | 26k | 189.30 | |
| Broadcom (AVGO) | 1.9 | $4.5M | 20k | 231.84 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 1.9 | $4.5M | 82k | 54.48 | |
| Tesla Motors (TSLA) | 1.8 | $4.2M | 10k | 403.84 | |
| Ishares Gold Tr Ishares New (IAU) | 1.7 | $3.9M | 88k | 44.72 | |
| Meta Platforms Cl A (META) | 1.7 | $3.9M | 6.7k | 585.51 | |
| Wal-Mart Stores (WMT) | 1.5 | $3.4M | 38k | 90.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $3.0M | 6.7k | 453.28 | |
| CBOE Holdings (CBOE) | 1.3 | $3.0M | 15k | 195.40 | |
| Abbvie (ABBV) | 1.1 | $2.7M | 15k | 177.70 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $2.7M | 14k | 197.50 | |
| Netflix (NFLX) | 1.1 | $2.6M | 3.0k | 891.32 | |
| Intuitive Surgical Com New (ISRG) | 1.1 | $2.6M | 5.0k | 521.96 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 1.1 | $2.6M | 68k | 37.90 | |
| Oracle Corporation (ORCL) | 1.1 | $2.6M | 15k | 166.64 | |
| Arista Networks Com Shs (ANET) | 1.1 | $2.5M | 23k | 110.53 | |
| Expedia Group Com New (EXPE) | 1.1 | $2.5M | 13k | 186.33 | |
| Visa Com Cl A (V) | 1.0 | $2.4M | 7.6k | 316.04 | |
| Goldman Sachs (GS) | 1.0 | $2.4M | 4.2k | 572.69 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.0 | $2.4M | 201k | 11.72 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.0 | $2.3M | 39k | 60.50 | |
| Eaton Corp SHS (ETN) | 1.0 | $2.3M | 6.9k | 331.89 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $2.3M | 6.6k | 342.16 | |
| International Business Machines (IBM) | 1.0 | $2.3M | 10k | 219.83 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.0 | $2.3M | 19k | 117.50 | |
| Hubspot (HUBS) | 1.0 | $2.2M | 3.2k | 696.77 | |
| Constellation Energy (CEG) | 0.9 | $2.2M | 9.9k | 223.72 | |
| Citigroup Com New (C) | 0.9 | $2.2M | 31k | 70.39 | |
| Cheniere Energy Com New (LNG) | 0.9 | $2.2M | 10k | 214.86 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.2M | 9.0k | 239.72 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.9 | $2.2M | 441k | 4.89 | |
| Bank of America Corporation (BAC) | 0.9 | $2.1M | 49k | 43.95 | |
| 3M Company (MMM) | 0.9 | $2.1M | 17k | 129.09 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $2.1M | 4.0k | 526.58 | |
| Ubs Group SHS (UBS) | 0.9 | $2.1M | 69k | 30.32 | |
| Morgan Stanley Com New (MS) | 0.9 | $2.1M | 17k | 125.72 | |
| Chubb (CB) | 0.9 | $2.0M | 7.4k | 276.31 | |
| PNC Financial Services (PNC) | 0.9 | $2.0M | 11k | 192.85 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.0M | 19k | 107.57 | |
| Gilead Sciences (GILD) | 0.8 | $1.9M | 21k | 92.37 | |
| Prudential Financial (PRU) | 0.8 | $1.9M | 16k | 118.53 | |
| Intercontinental Exchange (ICE) | 0.8 | $1.9M | 13k | 149.01 | |
| Costco Wholesale Corporation (COST) | 0.8 | $1.9M | 2.1k | 916.48 | |
| Waste Connections (WCN) | 0.8 | $1.9M | 11k | 171.59 | |
| Dell Technologies CL C (DELL) | 0.8 | $1.9M | 16k | 115.24 | |
| Home Depot (HD) | 0.8 | $1.9M | 4.8k | 389.02 | |
| Equinix (EQIX) | 0.8 | $1.8M | 2.0k | 942.96 | |
| Yum China Holdings (YUMC) | 0.8 | $1.8M | 37k | 48.17 | |
| General Dynamics Corporation (GD) | 0.7 | $1.7M | 6.6k | 263.50 | |
| Sherwin-Williams Company (SHW) | 0.7 | $1.7M | 5.1k | 339.93 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $1.7M | 24k | 72.23 | |
| Textron (TXT) | 0.7 | $1.7M | 22k | 76.49 | |
| McDonald's Corporation (MCD) | 0.7 | $1.7M | 5.8k | 289.89 | |
| Unilever Spon Adr New | 0.7 | $1.7M | 29k | 56.70 | |
| EOG Resources (EOG) | 0.7 | $1.6M | 13k | 122.58 | |
| Dominion Resources (D) | 0.7 | $1.6M | 30k | 53.86 | |
| Deere & Company (DE) | 0.7 | $1.6M | 3.7k | 423.71 | |
| Nextera Energy (NEE) | 0.7 | $1.6M | 22k | 71.69 | |
| UnitedHealth (UNH) | 0.7 | $1.6M | 3.1k | 505.91 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.7 | $1.6M | 122k | 12.86 | |
| Target Corporation (TGT) | 0.7 | $1.6M | 12k | 135.18 | |
| Novartis Sponsored Adr (NVS) | 0.7 | $1.6M | 16k | 97.31 | |
| FirstEnergy (FE) | 0.7 | $1.5M | 39k | 39.78 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.7 | $1.5M | 54k | 28.61 | |
| Shell Spon Ads (SHEL) | 0.6 | $1.5M | 24k | 62.65 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $1.5M | 2.9k | 520.24 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.5M | 3.3k | 444.68 | |
| Zoetis Cl A (ZTS) | 0.6 | $1.5M | 9.0k | 162.93 | |
| At&t (T) | 0.6 | $1.5M | 64k | 22.77 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.4M | 10k | 144.62 | |
| American Tower Reit (AMT) | 0.6 | $1.4M | 7.8k | 183.41 | |
| Novo-nordisk A S Adr (NVO) | 0.6 | $1.4M | 16k | 86.02 | |
| Becton, Dickinson and (BDX) | 0.6 | $1.4M | 6.0k | 226.88 | |
| Southern Copper Corporation (SCCO) | 0.5 | $1.3M | 14k | 91.13 | |
| United Parcel Service CL B (UPS) | 0.5 | $1.3M | 10k | 126.10 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $1.1M | 88k | 13.07 | |
| Advanced Micro Devices (AMD) | 0.5 | $1.1M | 9.4k | 120.79 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.4 | $888k | 80k | 11.07 | |
| Innovator Etfs Trust Us Eqty Acc Etf | 0.4 | $886k | 83k | 10.69 | |
| Realty Income (O) | 0.4 | $871k | 16k | 53.41 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $647k | 42k | 15.45 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $578k | 12k | 50.07 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $557k | 7.4k | 75.61 | |
| Eli Lilly & Co. (LLY) | 0.2 | $521k | 675.00 | 772.00 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $495k | 253k | 1.96 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $336k | 23k | 14.90 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $295k | 7.9k | 37.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $277k | 15k | 18.34 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $258k | 2.8k | 92.51 |
