Altman Advisors, Inc.
CIK Number: 0001731671
217.01M
Market Value
94
# of Holdings
5 months
Avg. Holding Period
37.76%
Win Rate
25.60%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FNOV | FT Cboe Vest U.... | 49.17 | +0.27% | 407.48K | +7.54% | 18.28M | 39.86 | 7.80% |
| 2 | IEUR | iShares Core MS... | 67.21 | +0.84% | 186.28K | +7.96% | 10.06M | 55.93 | 4.29% |
| 3 | AAPL | Apple Inc. | 198.98 | +0.10% | 33.45K | +0.53% | 8.38M | 171.62 | 3.57% |
| 4 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 33.92K | -2.15% | 7.44M | 128.13 | 3.17% |
| 5 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 51.38K | -0.1% | 6.9M | 69.05 | 2.94% |
| 6 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 14.84K | -2.05% | 6.26M | 329.16 | 2.67% |
| 7 | EDV | Vanguard Extend... | 66.24 | +1.83% | 80.17K | +100.00% | 5.43M | 67.72 | 2.31% |
| 8 | GOOGL | Alphabet Inc. | 175.57 | -1% | 26.07K | -0.07% | 4.94M | 130.86 | 2.10% |
| 9 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 19.48K | -2.69% | 4.52M | 83.06 | 1.93% |
| 10 | XSVM | Invesco S&P Sma... | 51.01 | -0.22% | 82.14K | +1.73% | 4.47M | 54.43 | 1.91% |
| 11 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 10.39K | -3.39% | 4.2M | 250.01 | 1.79% |
| 12 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 87.8K | +9.82% | 3.93M | 36.67 | 1.67% |
| 13 | META | Meta Platforms,... | 693.11 | -0.15% | 6.69K | -0.49% | 3.92M | 348.3 | 1.67% |
| 14 | WMT | Walmart Inc. | 94.83 | -1.01% | 37.84K | -1.75% | 3.42M | 59.91 | 1.46% |
| 15 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 6.67K | +0.38% | 3.02M | 352.43 | 1.29% |
| 16 | CBOE | Cboe Global Mar... | 226.21 | +1.49% | 15.43K | 0.00% | 3.02M | 156.21 | 1.29% |
| 17 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 15.18K | +1.90% | 2.7M | 161 | 1.15% |
| 18 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 13.45K | -5.05% | 2.66M | 91.41 | 1.13% |
| 19 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 2.96K | -4.54% | 2.64M | 383.65 | 1.13% |
| 20 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 5.03K | -4.04% | 2.62M | 292.77 | 1.12% |
| 21 | FLIN | Franklin FTSE I... | 39.26 | -1.05% | 68.12K | +1.86% | 2.58M | 41.83 | 1.10% |
| 22 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 15.31K | -8.32% | 2.55M | 106.22 | 1.09% |
| 23 | ANET | Arista Networks... | 95.66 | +1.54% | 23.01K | +100.00% | 2.54M | 110.53 | 1.08% |
| 24 | EXPE | Expedia Group, ... | 171.59 | -1% | 13.27K | -1.56% | 2.47M | 104.95 | 1.05% |
| 25 | V | Visa Inc. | 371.03 | -0.61% | 7.6K | +1.08% | 2.4M | 275.39 | 1.02% |
| 26 | GS | The Goldman Sac... | 625.32 | +0.18% | 4.18K | -1.39% | 2.4M | 495.11 | 1.02% |
| 27 | MUFG | Mitsubishi UFJ ... | 13.72 | +1.22% | 200.52K | -1.06% | 2.35M | 8.53 | 1.00% |
| 28 | DAL | Delta Air Lines... | 48.86 | -0.62% | 38.74K | -3.18% | 2.34M | 37.68 | 1.00% |
| 29 | ETN | Eaton Corporati... | 329.93 | +1.30% | 6.92K | -1.47% | 2.3M | 215.25 | 0.98% |
| 30 | CRWD | CrowdStrike Hol... | 481.50 | +0.95% | 6.62K | +0.47% | 2.27M | 168.2 | 0.97% |
| 31 | IBM | International B... | 280.79 | -0.26% | 10.28K | -2.24% | 2.26M | 141.34 | 0.96% |
| 32 | ACWI | iShares MSCI AC... | 126.81 | +0.36% | 19.19K | +100.00% | 2.25M | 117.5 | 0.96% |
| 33 | HUBS | HubSpot, Inc. | 569.04 | -0.79% | 3.2K | -0.09% | 2.23M | 531.6 | 0.95% |
| 34 | CEG | Constellation E... | 300.35 | +2.79% | 9.94K | -23.51% | 2.22M | 109.08 | 0.95% |
| 35 | C | Citigroup Inc. | 78.19 | -0.24% | 30.96K | +0.01% | 2.18M | 42.07 | 0.93% |
| 36 | LNG | Cheniere Energy... | 234.60 | -0.17% | 10.12K | +0.70% | 2.17M | 180.08 | 0.93% |
| 37 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 9.04K | +0.78% | 2.17M | 211.08 | 0.92% |
| 38 | MFG | Mizuho Financia... | 5.58 | +1.82% | 440.94K | -0.7% | 2.16M | 3.45 | 0.92% |
| 39 | BAC | Bank of America... | 44.56 | -0.37% | 48.89K | +0.15% | 2.15M | 31.16 | 0.92% |
| 40 | MMM | 3M Company | 144.60 | -1.75% | 16.61K | +0.89% | 2.14M | 101.28 | 0.91% |
| 41 | MA | Mastercard Inco... | 588.62 | -0.36% | 3.99K | +1.01% | 2.1M | 494.13 | 0.90% |
| 42 | UBS | UBS Group AG | 32.66 | -0.17% | 68.83K | +0.37% | 2.09M | 24.83 | 0.89% |
| 43 | MS | Morgan Stanley | 131.82 | +0.01% | 16.53K | -0.31% | 2.08M | 87.14 | 0.89% |
| 44 | CB | Chubb Limited | 289.24 | +1.27% | 7.37K | +0.63% | 2.04M | 288.31 | 0.87% |
| 45 | PNC | The PNC Financi... | 177.61 | -0.07% | 10.53K | +0.22% | 2.03M | 137.52 | 0.87% |
| 46 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 18.71K | -0.8% | 2.01M | 117.3 | 0.86% |
| 47 | GILD | Gilead Sciences... | 111.94 | +2.42% | 20.95K | +0.37% | 1.94M | 74.86 | 0.83% |
| 48 | PRU | Prudential Fina... | 104.96 | +0.33% | 16.09K | +0.59% | 1.91M | 96.1 | 0.81% |
| 49 | ICE | Intercontinenta... | 178.97 | +0.83% | 12.75K | +0.64% | 1.9M | 111.54 | 0.81% |
| 50 | COST | Costco Wholesal... | 1002.64 | +0.59% | 2.06K | +0.73% | 1.89M | 569.3 | 0.81% |
| 51 | WCN | Waste Connectio... | 191.48 | +1.14% | 11.01K | +1.14% | 1.89M | 135.91 | 0.81% |
| 52 | DELL | Dell Technologi... | 113.35 | +1.90% | 16.31K | +2.11% | 1.88M | 118.47 | 0.80% |
| 53 | HD | The Home Depot,... | 362.78 | +0.64% | 4.81K | +1.11% | 1.87M | 405.02 | 0.80% |
| 54 | EQIX | Equinix, Inc. | 895.88 | +0.24% | 1.96K | +1.19% | 1.85M | 888.28 | 0.79% |
| 55 | YUMC | Yum China Holdi... | 44.66 | -0.56% | 36.63K | +100.00% | 1.76M | 48.17 | 0.75% |
| 56 | GD | General Dynamic... | 279.72 | +1.41% | 6.59K | +1.40% | 1.74M | 301.67 | 0.74% |
| 57 | SHW | The Sherwin-Wil... | 356.29 | -0.24% | 5.05K | +0.74% | 1.72M | 381.36 | 0.73% |
| 58 | LRCX | Lam Research Co... | 91.62 | +0.74% | 23.78K | +100.00% | 1.72M | 72.23 | 0.73% |
| 59 | TXT | Textron Inc. | 77.78 | +1.27% | 22.42K | +1.77% | 1.71M | 78.61 | 0.73% |
| 60 | MCD | McDonald's Corp... | 302.86 | +0.38% | 5.83K | +3.06% | 1.69M | 304.08 | 0.72% |
| 61 | UL | Unilever PLC | 63.63 | +1.09% | 29.17K | +1.75% | 1.65M | 49.83 | 0.71% |
| 62 | EOG | EOG Resources, ... | 120.50 | +0.48% | 13.2K | +1.95% | 1.62M | 126.57 | 0.69% |
| 63 | D | Dominion Energy... | 55.87 | +0.53% | 29.8K | +1.64% | 1.6M | 47.58 | 0.68% |
| 64 | DE | Deere & Company | 516.87 | -0.76% | 3.73K | +2.08% | 1.58M | 417.46 | 0.67% |
| 65 | NEE | NextEra Energy,... | 73.84 | +1.15% | 21.9K | +1.75% | 1.57M | 58.65 | 0.67% |
| 66 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 3.1K | +1.54% | 1.57M | 583.49 | 0.67% |
| 67 | PBR | Petróleo Brasil... | 12.41 | +2.82% | 121.77K | +2.12% | 1.57M | 14.95 | 0.67% |
| 68 | TGT | Target Corporat... | 99.24 | +1.15% | 11.51K | +2.08% | 1.56M | 126.93 | 0.66% |
| 69 | NVS | Novartis AG | 120.68 | +2.21% | 15.94K | +1.84% | 1.55M | 96.59 | 0.66% |
| 70 | FE | FirstEnergy Cor... | 40.66 | +1.12% | 38.83K | +1.97% | 1.54M | 36.82 | 0.66% |
| 71 | FLJP | Franklin FTSE J... | 31.84 | +0.81% | 53.46K | +2.40% | 1.53M | 28.59 | 0.65% |
| 72 | SHEL | Shell plc | 71.41 | +0.55% | 24.17K | +2.64% | 1.51M | 64.53 | 0.65% |
| 73 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 2.86K | +2.40% | 1.49M | 616.26 | 0.63% |
| 74 | ADBE | Adobe Inc. | 414.08 | +0.30% | 3.32K | +2.00% | 1.48M | 516.35 | 0.63% |
| 75 | ZTS | Zoetis Inc. | 168.56 | +1.34% | 9.02K | +1.94% | 1.47M | 194.76 | 0.63% |
| 76 | T | AT&T Inc. | 28.23 | -0.39% | 63.95K | +100.00% | 1.46M | 22.77 | 0.62% |
| 77 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 9.98K | +2.81% | 1.44M | 161.58 | 0.62% |
| 78 | AMT | American Tower ... | 217.53 | +1.48% | 7.84K | +2.43% | 1.44M | 231.39 | 0.61% |
| 79 | NVO | Novo Nordisk A/... | 81.03 | +2.93% | 15.95K | +0.74% | 1.37M | 92.11 | 0.58% |
| 80 | BDX | Becton, Dickins... | 174.23 | +0.87% | 6.03K | +1.23% | 1.37M | 240.93 | 0.58% |
| 81 | SCCO | Southern Copper... | 95.89 | -0.18% | 14.09K | +11.58% | 1.28M | 102.86 | 0.55% |
| 82 | UPS | United Parcel S... | 100.82 | -0.34% | 10.07K | +100.00% | 1.27M | 126.1 | 0.54% |
| 83 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 87.89K | +307.95% | 1.15M | 48.87 | 0.49% |
| 84 | AMD | Advanced Micro ... | 118.61 | -2.09% | 9.36K | +2.85% | 1.13M | 162.88 | 0.48% |
| 85 | O | Realty Income C... | 57.89 | +0.23% | 16.32K | -43.42% | 871.44K | 51.85 | 0.37% |
| 86 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 41.86K | +470.34% | 646.77K | 87.03 | 0.28% |
| 87 | BUD | Anheuser-Busch ... | 71.70 | +0.77% | 11.55K | -58.3% | 578.21K | 55.78 | 0.25% |
| 88 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 7.37K | +0.71% | 557.25K | 83.57 | 0.24% |
| 89 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 675 | -58.02% | 521.1K | 885.94 | 0.22% |
| 90 | BYLD | iShares Yield O... | 22.39 | +0.31% | 252.55K | +1.57K% | 495.08K | 22.18 | 0.21% |
| 91 | SMMD | iShares Russell... | 66.65 | -0.18% | 22.57K | +364.80% | 336.23K | 67.94 | 0.14% |
| 92 | CMCSA | Comcast Corpora... | 35.26 | +0.20% | 7.87K | -82.37% | 295.44K | 44.13 | 0.13% |
| 93 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 15.1K | +3.26K% | 276.92K | 585.71 | 0.12% |
| 94 | SSO | ProShares Ultra... | 93.15 | +0.63% | 2.79K | -5.68% | 258.29K | 90.17 | 0.11% |