Altman Advisors, Inc. Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Altman Advisors, Inc.Investment ActivityAltman Advisors, Inc. has $205.45 million in total holdings as of March 31, 2024.Altman Advisors, Inc. owns shares of 95 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 9.66% of the portfolio was purchased this quarter.About 9.49% of the portfolio was sold this quarter.This quarter, Altman Advisors, Inc. has purchased 100 new stocks and bought additional shares in 77 stocks.Altman Advisors, Inc. sold shares of 13 stocks and completely divested from 8 stocks this quarter.Largest Holdings FT Vest U.S. Equity Buffer ETF - November $16,405,194iShares Core MSCI Europe ETF $8,313,755Amazon.com $6,336,603Microsoft $6,008,555Apple $5,721,263 Largest New Holdings this Quarter Southern Copper $1,276,345 HoldingWNS HLDGS LTD $1,108,870 HoldingProShares Ultra S&P500 $228,660 Holding Largest Purchases this Quarter Southern Copper 11,924 shares (about $1.28M)Walmart 19,837 shares (about $1.19M)WNS HLDGS LTD 21,700 shares (about $1.11M)Apple 5,247 shares (about $892.14K)Unilever 17,389 shares (about $866.85K) Largest Sales this Quarter Alphabet 12,580 shares (about $1.96M)Broadcom 1,076 shares (about $1.45M)Advanced Micro Devices 6,410 shares (about $1.18M)Tesla 3,585 shares (about $628.16K)Meta Platforms 872 shares (about $428.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltman Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNOVFT Vest U.S. Equity Buffer ETF - November$16,405,194$492,093 ▲3.1%367,7478.0%ETFIEURiShares Core MSCI Europe ETF$8,313,755$403,706 ▲5.1%144,0114.0%ETFAMZNAmazon.com$6,336,603$68,768 ▲1.1%35,0153.1%Retail/WholesaleMSFTMicrosoft$6,008,555$248,375 ▲4.3%14,1522.9%Computer and TechnologyAAPLApple$5,721,263$892,135 ▲18.5%33,6492.8%Computer and TechnologyGOOGLAlphabet$4,379,998$1,956,064 ▼-30.9%28,1692.1%Computer and TechnologyNVDANVIDIA$3,852,353$768,121 ▲24.9%4,2631.9%Computer and TechnologyXOMExxon Mobil$3,688,812$148,811 ▲4.2%31,5311.8%Oils/EnergyXSVMInvesco S&P SmallCap Value with Momentum ETF$3,420,670$160,178 ▲4.9%60,5001.7%MiscellaneousIAUiShares Gold Trust$3,340,788$100,163 ▲3.1%78,6811.6%FinanceCOSTCostco Wholesale$2,882,401$25,246 ▲0.9%3,9961.4%Retail/WholesaleJPMJPMorgan Chase & Co.$2,857,801$56,897 ▲2.0%14,3651.4%FinanceBRK.BBerkshire Hathaway$2,806,516$69,333 ▲2.5%6,6791.4%FinanceCBOECboe Global Markets$2,806,4360.0%15,4311.4%Financial ServicesMETAMeta Platforms$2,791,359$428,457 ▼-13.3%5,6811.4%Computer and TechnologyCEGConstellation Energy$2,743,638$22,318 ▼-0.8%14,7521.3%Oils/EnergyAVGOBroadcom$2,719,756$1,453,057 ▼-34.8%2,0141.3%Computer and TechnologyCRWDCrowdStrike$2,697,979$237,455 ▼-8.1%8,4421.3%Computer and TechnologyANETArista Networks$2,676,168$12,290 ▼-0.5%8,9281.3%Computer and TechnologyLRCXLam Research$2,367,119$114,871 ▼-4.6%2,4111.2%Computer and TechnologyETNEaton$2,209,000$30,581 ▲1.4%7,0791.1%Industrial ProductsISRGIntuitive Surgical$2,110,580$8,687 ▲0.4%5,3451.0%MedicalORCLOracle$2,103,860$31,747 ▲1.5%16,7661.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,099,917$173,614 ▲9.0%14,8411.0%Computer and TechnologyTXTTextron$2,090,397$54,433 ▲2.7%21,9281.0%AerospaceUBSUBS Group$2,066,830$31,943 ▲1.6%67,8091.0%FinanceVVisa$2,051,718$279,666 ▼-12.0%7,3731.0%Business ServicesMUFGMitsubishi UFJ Financial Group$2,044,309$52,026 ▲2.6%204,8411.0%FinanceABBVAbbVie$2,040,945$39,225 ▼-1.9%11,2911.0%MedicalNVONovo Nordisk A/S$2,031,872$58,801 ▲3.0%15,9301.0%MedicalIBMInternational Business Machines$1,990,300$35,497 ▲1.8%10,4851.0%Computer and TechnologyHUBSHubSpot$1,986,335$17,195 ▲0.9%3,1191.0%Computer and TechnologyCCitigroup$1,984,372$63,586 ▲3.3%31,2701.0%FinanceTGTTarget$1,954,514$450,221 ▲29.9%10,9921.0%Retail/WholesaleDXCMDexCom$1,924,263$51,865 ▲2.8%13,9500.9%MedicalNFLXNetflix$1,912,961$36,244 ▲1.9%3,1140.9%Consumer DiscretionaryGDGeneral Dynamics$1,905,357$53,064 ▲2.9%6,5350.9%AerospaceDALDelta Air Lines$1,894,384$61,818 ▲3.4%39,2860.9%TransportationCBChubb$1,879,322$42,472 ▲2.3%7,3010.9%FinanceTSLATesla$1,864,691$628,164 ▼-25.2%10,6420.9%Auto/Tires/TrucksMAMastercard$1,855,753$23,921 ▲1.3%3,8790.9%Business ServicesWCNWaste Connections$1,844,429$43,108 ▲2.4%10,8250.9%Business ServicesPRUPrudential Financial$1,841,959$61,984 ▲3.5%15,8390.9%FinanceCMCSAComcast$1,828,682$57,881 ▲3.3%43,2520.9%Consumer DiscretionaryBACBank of America$1,820,985$661,661 ▲57.1%48,5340.9%FinancePBRPetróleo Brasileiro S.A. - Petrobras$1,794,161$38,156 ▲2.2%117,8820.9%Oils/EnergyGSThe Goldman Sachs Group$1,777,029$681,946 ▲62.3%4,2970.9%FinanceWMTWalmart$1,764,738$1,190,232 ▲207.2%29,4120.9%Retail/WholesaleEXPEExpedia Group$1,748,379$59,150 ▲3.5%13,1240.9%Retail/WholesaleICEIntercontinental Exchange$1,730,555$53,168 ▲3.2%12,6290.8%FinanceMFGMizuho Financial Group$1,711,898$54,924 ▲3.3%443,4970.8%FinanceHDHome Depot$1,707,379$48,951 ▲3.0%4,6390.8%Retail/WholesaleBUDAnheuser-Busch InBev SA/NV$1,660,515$60,061 ▲3.8%27,1770.8%Consumer StaplesSHWSherwin-Williams$1,656,308$63,912 ▲4.0%4,8980.8%ConstructionPNCThe PNC Financial Services Group$1,642,209$620,227 ▲60.7%10,2680.8%FinanceEOGEOG Resources$1,640,994$159,480 ▼-8.9%12,6460.8%Oils/EnergyAMDAdvanced Micro Devices$1,594,325$1,175,210 ▼-42.4%8,6960.8%Computer and TechnologySHELShell$1,591,834$71,248 ▲4.7%23,4370.8%Oils/EnergyADBEAdobe$1,585,098$37,657 ▲2.4%3,1570.8%Computer and TechnologyCHENIERE ENERGY INC$1,581,267$170,173 ▲12.1%9,9240.8%COM NEWTMOThermo Fisher Scientific$1,579,343$195,758 ▲14.1%2,7350.8%MedicalBPBP$1,548,635$64,688 ▲4.4%40,8180.8%Oils/EnergyMSMorgan Stanley$1,520,984$660,602 ▲76.8%16,2620.7%FinanceORealty Income$1,509,225$756,296 ▲100.4%28,2310.7%FinanceEWCiShares MSCI Canada ETF$1,503,689$123,221 ▲8.9%39,3430.7%ETFHPQHP$1,490,213$840,014 ▲129.2%49,0520.7%Computer and TechnologyNVSNovartis$1,487,519$55,796 ▲3.9%15,5160.7%MedicalEQIXEquinix$1,480,980$51,206 ▲3.6%1,8510.7%FinanceJNJJohnson & Johnson$1,472,867$60,745 ▲4.3%9,3350.7%MedicalUNHUnitedHealth Group$1,469,709$63,176 ▲4.5%3,0010.7%MedicalEFREaton Vance Senior Floating-Rate Trust$1,467,697$23,394 ▲1.6%112,5530.7%Financial ServicesGILDGilead Sciences$1,462,556$63,916 ▲4.6%20,0680.7%MedicalAMTAmerican Tower$1,448,501$237,396 ▲19.6%7,5050.7%FinanceFEFirstEnergy$1,441,926$861,702 ▲148.5%37,5800.7%UtilitiesZTSZoetis$1,436,002$52,443 ▲3.8%8,5980.7%MedicalBHPBHP Group$1,428,363$70,721 ▲5.2%24,4790.7%Basic MaterialsULUnilever$1,426,219$866,848 ▲155.0%28,6100.7%Consumer StaplesDDominion Energy$1,417,410$854,389 ▲151.8%28,8330.7%UtilitiesDEDeere & Company$1,406,439$668,867 ▲90.7%3,4800.7%Industrial ProductsBDXBecton, Dickinson and Company$1,383,058$75,169 ▲5.7%5,6670.7%MedicalNEENextEra Energy$1,377,493$253,519 ▲22.6%21,7340.7%UtilitiesNKENIKE$1,320,284$65,903 ▲5.3%14,2640.6%Consumer DiscretionarySCCOSouthern Copper$1,276,345$1,276,345 ▲New Holding11,9240.6%Basic MaterialsMCDMcDonald's$1,241,375$82,665 ▲7.1%4,4300.6%Retail/WholesaleHDBHDFC Bank$1,238,082$747,246 ▲152.2%22,0180.6%FinancePFEPfizer$1,169,337$687,676 ▲142.8%42,1840.6%MedicalWNS HLDGS LTD$1,108,870$1,108,870 ▲New Holding21,7000.5%COM SHSSPYVSPDR Portfolio S&P 500 Value ETF$1,029,458$18,373 ▲1.8%20,6760.5%ETFXDJAInnovator U.S. Equity Accelerated ETF - January$748,201$18,210 ▲2.5%28,5550.4%ETFEFAiShares MSCI EAFE ETF$549,086$15,824 ▲3.0%6,9050.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$528,936$806 ▲0.2%7,2190.3%ETFCSCOCisco Systems$334,2670.0%6,6800.2%Computer and TechnologySMMDiShares Russell 2500 ETF$299,648$3,568 ▲1.2%4,6190.1%ETFBYLDiShares Yield Optimized Bond ETF$274,521$44,322 ▼-13.9%12,3380.1%ETFSSOProShares Ultra S&P500$228,660$228,660 ▲New Holding2,9600.1%ETFACWIiShares MSCI ACWI ETF$0$10,331,589 ▼-100.0%00.0%ManufacturingADMArcher-Daniels-Midland$0$717,609 ▼-100.0%00.0%Consumer StaplesWNSWNS$0$544,594 ▼-100.0%00.0%Business ServicesUBERUber Technologies$0$343,561 ▼-100.0%00.0%Computer and TechnologyTMUST-Mobile US$0$272,561 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
