Altman Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Altman Advisors, Inc.

CIK Number: 0001731671

244.8M
Market Value
93
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 2, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IEUR iShares Core MS...
66.75
-0.41% 218.47K +17.28% 13.67M 56.56 6.30% Share
2 AAPL Apple Inc.
232.14
-0.18% 34.07K +1.84% 7.24M 172.54 3.34% Share
3 AMZN Amazon.com, Inc...
229.00
-1.12% 34.07K +0.45% 6.28M 128.41 2.90% Share
4 MSFT Microsoft Corpo...
506.69
-0.58% 15.22K +2.54% 6.01M 330.3 2.77% Share
5 NVDA NVIDIA Corporat...
174.24
-3.29% 52.93K +3.01% 5.76M 70.2 2.66% Share
6 GOOGL Alphabet Inc.
212.91
+0.60% 35.25K +35.21% 5.6M 137.05 2.58% Share
7 IEF iShares 7-10 Ye...
96.15
-0.08% 56.84K +100.00% 5.46M 95.37 2.52% Share
8 IAU iShares Gold Tr...
65.09
+0.93% 85.13K -3.03% 4.66M 36.67 2.15% Share
9 XSVM Invesco S&P Sma...
57.42
-0.04% 85.07K +3.57% 4.12M 54.28 1.90% Share
10 WMT Walmart Inc.
97.01
+0.94% 37.43K -1.08% 3.64M 59.91 1.68% Share
11 AVGO Broadcom Inc.
297.39
-3.65% 18.64K -4.31% 3.59M 83.06 1.65% Share
12 FNOV FT Cboe Vest U....
51.76
-0.36% 100.89K -75.24% 3.55M 39.86 1.63% Share
13 BRK-B Berkshire Hatha...
503.29
+0.69% 6.65K -0.26% 3.55M 352.43 1.63% Share
14 CBOE Cboe Global Mar...
236.21
+0.40% 15.43K 0.00% 3.42M 156.21 1.58% Share
15 NFLX Netflix, Inc.
1208.25
-1.88% 2.91K -1.75% 3.3M 383.65 1.52% Share
16 ABBV AbbVie Inc.
210.39
+1.19% 15.45K +1.81% 3.01M 161.86 1.39% Share
17 CRWD CrowdStrike Hol...
423.70
-4.14% 6.71K +1.30% 2.88M 170.56 1.33% Share
18 FLIN Franklin FTSE I...
37.29
-1.14% 70.72K +3.82% 2.71M 41.64 1.25% Share
19 V Visa Inc.
351.96
+0.60% 7.71K +1.42% 2.66M 276.44 1.23% Share
20 TSLA Tesla, Inc.
333.98
-3.47% 9.11K -12.27% 2.57M 250.01 1.19% Share
21 MUFG Mitsubishi UFJ ...
15.30
-0.58% 198.76K -0.88% 2.51M 8.53 1.16% Share
22 IBM International B...
243.48
-0.92% 10.06K -2.09% 2.43M 141.34 1.12% Share
23 MCD McDonald's Corp...
313.54
+0.42% 7.42K +27.29% 2.37M 305.85 1.09% Share
24 LNG Cheniere Energy...
241.90
-0.1% 10.16K +0.42% 2.35M 180.3 1.08% Share
25 NVO Novo Nordisk A/...
56.47
+0.64% 35.26K +121.05% 2.34M 79.69 1.08% Share
26 META Meta Platforms,...
738.70
-1.65% 4.27K -36.24% 2.34M 348.3 1.08% Share
27 MMM 3M Company
155.59
-1.25% 16.69K +0.46% 2.32M 101.48 1.07% Share
28 GILD Gilead Sciences...
112.97
+0.36% 21.27K +1.51% 2.27M 75.41 1.04% Share
29 GS The Goldman Sac...
745.05
-0.82% 4.13K -1.36% 2.26M 495.11 1.04% Share
30 MFG Mizuho Financia...
6.61
-0.87% 441.33K +0.09% 2.23M 3.45 1.03% Share
31 JPM JPMorgan Chase ...
301.45
+0.13% 9.1K +0.68% 2.23M 211.31 1.03% Share
32 MA Mastercard Inco...
595.77
+0.90% 4.04K +1.45% 2.22M 494.9 1.02% Share
33 TSM Taiwan Semicond...
230.97
-3.07% 13.27K -1.38% 2.21M 91.41 1.02% Share
34 CEG Constellation E...
307.98
-3.62% 9.87K -0.65% 2.21M 109.08 1.02% Share
35 UBER Uber Technologi...
93.83
-2.22% 27.04K +100.00% 2.19M 72.86 1.01% Share
36 WCN Waste Connectio...
184.86
+0.88% 11.06K +0.45% 2.19M 136.17 1.01% Share
37 ORCL Oracle Corporat...
226.16
-5.89% 15.33K +0.16% 2.16M 106.28 0.99% Share
38 ICE Intercontinenta...
176.62
-0.29% 12.79K +0.31% 2.15M 111.74 0.99% Share
39 CB Chubb Limited
275.23
+0.72% 7.5K +1.74% 2.15M 288.55 0.99% Share
40 C Citigroup Inc.
96.60
-0.23% 30.85K -0.36% 2.11M 42.07 0.97% Share
41 UBS UBS Group AG
40.52
-0.2% 69.78K +1.38% 2.11M 24.91 0.97% Share
42 COST Costco Wholesal...
943.32
-0.17% 2.11K +2.18% 2.1M 577.32 0.97% Share
43 EXPE Expedia Group, ...
214.80
+0.04% 13.34K +0.49% 2.09M 105.26 0.96% Share
44 ETN Eaton Corporati...
349.32
-1.69% 7.04K +1.69% 2.07M 216.19 0.95% Share
45 XOM Exxon Mobil Cor...
114.36
+0.89% 18.93K +1.20% 2M 117.32 0.92% Share
46 HUBS HubSpot, Inc.
483.19
+1.44% 3.25K +1.47% 1.99M 532.17 0.92% Share
47 BAC Bank of America...
50.76
+0.53% 49.8K +1.85% 1.99M 31.35 0.92% Share
48 TIMB Tim S.a.
21.08
-1.79% 118.66K +100.00% 1.98M 15.65 0.91% Share
49 MS Morgan Stanley
150.54
+0.24% 16.84K +1.90% 1.94M 87.69 0.90% Share
50 ANET Arista Networks...
136.57
+0.25% 23.48K +2.05% 1.93M 109.87 0.89% Share
51 UL Unilever PLC
63.23
+1.38% 30.06K +3.06% 1.91M 50.12 0.88% Share
52 ISRG Intuitive Surgi...
473.30
-0.12% 3.65K -27.42% 1.88M 292.77 0.87% Share
53 NVS Novartis AG
126.49
+0.02% 16.45K +3.19% 1.87M 97.05 0.86% Share
54 GD General Dynamic...
324.67
-0.07% 6.79K +3.02% 1.85M 300.81 0.85% Share
55 SHW The Sherwin-Wil...
365.98
-0.06% 5.2K +2.83% 1.83M 380.48 0.84% Share
56 T AT&T Inc.
29.31
+1.28% 66.14K +3.42% 1.83M 22.95 0.84% Share
57 AMT American Tower ...
203.86
+0.64% 8.09K +3.21% 1.82M 230.96 0.84% Share
58 DE Deere & Company
478.53
-2.63% 3.81K +2.17% 1.76M 418.56 0.81% Share
59 LRCX Lam Research Co...
100.15
-3.79% 24.52K +3.12% 1.76M 72.24 0.81% Share
60 O Realty Income C...
58.77
+1.11% 30.29K +85.62% 1.75M 54.69 0.81% Share
61 HD The Home Depot,...
406.64
-0.2% 4.85K +0.71% 1.75M 404.75 0.81% Share
62 EQIX Equinix, Inc.
786.19
-0.02% 2.02K +3.27% 1.74M 885.97 0.80% Share
63 PNC The PNC Financi...
207.46
+0.89% 10.81K +2.67% 1.74M 138.51 0.80% Share
64 FE FirstEnergy Cor...
43.62
+0.14% 40.35K +3.91% 1.73M 36.96 0.80% Share
65 FLJP Franklin FTSE J...
33.76
-1.2% 55.3K +3.44% 1.69M 28.62 0.78% Share
66 D Dominion Energy...
59.91
+0.16% 30.93K +3.80% 1.68M 47.9 0.78% Share
67 YUMC Yum China Holdi...
44.72
+0.30% 37.98K +3.69% 1.64M 48.31 0.76% Share
68 DAL Delta Air Lines...
61.80
-0.27% 39.23K +1.25% 1.63M 37.75 0.75% Share
69 SPYV SPDR Portfolio ...
54.63
+0.01% 129.94K +47.84% 1.62M 49.58 0.75% Share
70 JNJ Johnson & Johns...
177.19
+0.99% 10.35K +3.68% 1.62M 161.73 0.75% Share
71 SHEL Shell plc
73.91
-0.03% 25K +3.47% 1.61M 64.82 0.74% Share
72 LLY Eli Lilly and C...
732.52
+0.08% 1.72K +154.96% 1.55M 849.45 0.71% Share
73 NEE NextEra Energy,...
72.00
-0.12% 22.87K +4.44% 1.53M 59.17 0.70% Share
74 EOG EOG Resources, ...
124.84
+0.40% 13.72K +3.96% 1.51M 126.64 0.70% Share
75 BABA Alibaba Group H...
135.04
+12.94% 12.13K +100.00% 1.45M 132.23 0.67% Share
76 PBR Petróleo Brasil...
12.41
+0.36% 126.9K +4.21% 1.43M 14.92 0.66% Share
77 ZTS Zoetis Inc.
156.35
+1.01% 9.15K +1.42% 1.43M 194.34 0.66% Share
78 UNH UnitedHealth Gr...
309.83
+2.49% 3.23K +4.16% 1.33M 581.1 0.61% Share
79 SCCO Southern Copper...
96.10
-0.64% 14.47K +2.70% 1.3M 102.59 0.60% Share
80 TMO Thermo Fisher S...
492.95
+0.66% 3K +5.04% 1.29M 610.57 0.59% Share
81 BDX Becton, Dickins...
192.93
+0.88% 6.19K +2.72% 1.28M 240.61 0.59% Share
82 TGT Target Corporat...
95.99
-0.85% 12.32K +7.07% 1.19M 125.44 0.55% Share
83 SPYG SPDR Portfolio ...
99.45
-1.16% 73.18K +74.84% 1.05M 84.18 0.48% Share
84 AMD Advanced Micro ...
162.63
-3.53% 9.96K +6.40% 969.31K 159.26 0.45% Share
85 IBIT iShares Bitcoin...
61.44
-3.37% 13.82K +100.00% 739.56K 46.81 0.34% Share
86 EFA iShares MSCI EA...
91.48
-0.59% 7.48K +1.47% 633.76K 83.55 0.29% Share
87 BYLD iShares Yield O...
22.73
-0.35% 256.59K +1.60% 526.93K 22.19 0.24% Share
88 SMMD iShares Russell...
72.75
-0.47% 21.16K -6.23% 305.31K 67.94 0.14% Share
89 CMCSA Comcast Corpora...
33.97
+1.19% 7.87K 0.00% 269.22K 44.13 0.12% Share
90 SPY SPDR S&P 500 ET...
645.07
-0.59% 421 -97.21% 233.33K 585.71 0.11% Share
91 BKNG Booking Holding...
5599.05
-0.94% 45 +100.00% 229.47K 4606.89 0.11% Share
92 SSO ProShares Ultra...
105.27
-1.23% 2.79K 0.00% 221.6K 90.17 0.10% Share
93 SO The Southern Co...
92.33
+0.10% 2.2K +100.00% 202.16K 91.95 0.09% Share