Altman Advisors as of March 31, 2025
Portfolio Holdings for Altman Advisors
Altman Advisors holds 94 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Euro (IEUR) | 6.3 | $14M | 219k | 62.56 | |
| Apple (AAPL) | 3.3 | $7.2M | 34k | 212.50 | |
| Amazon (AMZN) | 2.9 | $6.3M | 34k | 184.42 | |
| Microsoft Corporation (MSFT) | 2.8 | $6.0M | 15k | 395.27 | |
| NVIDIA Corporation (NVDA) | 2.7 | $5.8M | 53k | 108.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $5.6M | 35k | 158.80 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.5 | $5.5M | 57k | 96.07 | |
| Ishares Gold Tr Ishares New (IAU) | 2.1 | $4.7M | 85k | 54.76 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 1.9 | $4.1M | 85k | 48.46 | |
| Wal-Mart Stores (WMT) | 1.7 | $3.6M | 37k | 97.25 | |
| Broadcom (AVGO) | 1.7 | $3.6M | 19k | 192.47 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 1.6 | $3.5M | 101k | 35.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $3.5M | 6.7k | 533.25 | |
| CBOE Holdings (CBOE) | 1.6 | $3.4M | 15k | 221.80 | |
| Netflix (NFLX) | 1.5 | $3.3M | 2.9k | 1131.72 | |
| Abbvie (ABBV) | 1.4 | $3.0M | 15k | 195.10 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $2.9M | 6.7k | 428.87 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 1.2 | $2.7M | 71k | 38.28 | |
| Visa Com Cl A (V) | 1.2 | $2.7M | 7.7k | 345.50 | |
| Tesla Motors (TSLA) | 1.2 | $2.6M | 9.1k | 282.16 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 1.2 | $2.5M | 199k | 12.64 | |
| International Business Machines (IBM) | 1.1 | $2.4M | 10k | 241.82 | |
| McDonald's Corporation (MCD) | 1.1 | $2.4M | 7.4k | 319.65 | |
| Cheniere Energy Com New (LNG) | 1.1 | $2.3M | 10k | 231.10 | |
| Novo-nordisk A S Adr (NVO) | 1.1 | $2.3M | 35k | 66.45 | |
| Meta Platforms Cl A (META) | 1.1 | $2.3M | 4.3k | 549.00 | |
| 3M Company (MMM) | 1.1 | $2.3M | 17k | 138.91 | |
| Gilead Sciences (GILD) | 1.0 | $2.3M | 21k | 106.54 | |
| Goldman Sachs (GS) | 1.0 | $2.3M | 4.1k | 547.48 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 1.0 | $2.2M | 441k | 5.05 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.2M | 9.1k | 244.63 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $2.2M | 4.0k | 548.07 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $2.2M | 13k | 166.70 | |
| Constellation Energy (CEG) | 1.0 | $2.2M | 9.9k | 223.45 | |
| Uber Technologies (UBER) | 1.0 | $2.2M | 27k | 81.01 | |
| Waste Connections (WCN) | 1.0 | $2.2M | 11k | 197.64 | |
| Oracle Corporation (ORCL) | 1.0 | $2.2M | 15k | 140.72 | |
| Intercontinental Exchange (ICE) | 1.0 | $2.1M | 13k | 167.97 | |
| Chubb (CB) | 1.0 | $2.1M | 7.5k | 286.09 | |
| Citigroup Com New (C) | 1.0 | $2.1M | 31k | 68.38 | |
| Ubs Group SHS (UBS) | 1.0 | $2.1M | 70k | 30.23 | |
| Costco Wholesale Corporation (COST) | 1.0 | $2.1M | 2.1k | 994.72 | |
| Expedia Group Com New (EXPE) | 1.0 | $2.1M | 13k | 156.93 | |
| Eaton Corp SHS (ETN) | 1.0 | $2.1M | 7.0k | 294.39 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.0M | 19k | 105.63 | |
| Hubspot (HUBS) | 0.9 | $2.0M | 3.2k | 611.50 | |
| Bank of America Corporation (BAC) | 0.9 | $2.0M | 50k | 39.88 | |
| Tim S A Sponsored Adr (TIMB) | 0.9 | $2.0M | 119k | 16.68 | |
| Morgan Stanley Com New (MS) | 0.9 | $1.9M | 17k | 115.42 | |
| Arista Networks Com Shs (ANET) | 0.9 | $1.9M | 24k | 82.27 | |
| Unilever Spon Adr New (UL) | 0.9 | $1.9M | 30k | 63.55 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.9M | 3.7k | 515.80 | |
| Novartis Sponsored Adr (NVS) | 0.9 | $1.9M | 17k | 113.49 | |
| General Dynamics Corporation (GD) | 0.9 | $1.8M | 6.8k | 272.14 | |
| Sherwin-Williams Company (SHW) | 0.8 | $1.8M | 5.2k | 352.92 | |
| At&t (T) | 0.8 | $1.8M | 66k | 27.70 | |
| American Tower Reit (AMT) | 0.8 | $1.8M | 8.1k | 225.41 | |
| Deere & Company (DE) | 0.8 | $1.8M | 3.8k | 463.58 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $1.8M | 25k | 71.67 | |
| Realty Income (O) | 0.8 | $1.8M | 30k | 57.86 | |
| Home Depot (HD) | 0.8 | $1.7M | 4.8k | 360.52 | |
| Equinix (EQIX) | 0.8 | $1.7M | 2.0k | 860.81 | |
| PNC Financial Services (PNC) | 0.8 | $1.7M | 11k | 160.69 | |
| FirstEnergy (FE) | 0.8 | $1.7M | 40k | 42.88 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.8 | $1.7M | 55k | 30.56 | |
| Dominion Resources (D) | 0.8 | $1.7M | 31k | 54.38 | |
| Yum China Holdings (YUMC) | 0.8 | $1.6M | 38k | 43.31 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.8 | $1.6M | 39k | 41.63 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $1.6M | 130k | 12.47 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.6M | 10k | 156.31 | |
| Shell Spon Ads (SHEL) | 0.7 | $1.6M | 25k | 64.48 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.5M | 1.7k | 898.95 | |
| Nextera Energy (NEE) | 0.7 | $1.5M | 23k | 66.88 | |
| EOG Resources (EOG) | 0.7 | $1.5M | 14k | 110.33 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.4M | 12k | 119.43 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.7 | $1.4M | 127k | 11.29 | |
| Zoetis Cl A (ZTS) | 0.7 | $1.4M | 9.2k | 156.40 | |
| UnitedHealth (UNH) | 0.6 | $1.3M | 3.2k | 411.48 | |
| Southern Copper Corporation (SCCO) | 0.6 | $1.3M | 15k | 89.52 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $1.3M | 3.0k | 429.01 | |
| Becton, Dickinson and (BDX) | 0.6 | $1.3M | 6.2k | 207.10 | |
| Target Corporation (TGT) | 0.5 | $1.2M | 12k | 96.70 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.0M | 73k | 14.30 | |
| Advanced Micro Devices (AMD) | 0.4 | $969k | 10k | 97.35 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $740k | 14k | 53.51 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $634k | 7.5k | 84.75 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $527k | 257k | 2.05 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.2 | $511k | 53k | 9.61 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $305k | 21k | 14.43 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $269k | 7.9k | 34.20 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $233k | 421.00 | 554.22 | |
| Booking Holdings (BKNG) | 0.1 | $230k | 45.00 | 5099.29 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $222k | 2.8k | 79.37 | |
| Southern Company (SO) | 0.1 | $202k | 2.2k | 91.89 |
