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 (ANET) | 1.3 | $2.7M | 8.9k | 299.75 | |
Lam Research Corporation (LRCX) | 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 | 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 (XDJA) | 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 |