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...
67.65
+1.03% 218.47K +17.28% 13.67M 56.56 6.30% Share
2 AAPL Apple Inc.
230.03
+1.43% 34.07K +1.84% 7.24M 172.54 3.34% Share
3 AMZN Amazon.com, Inc...
229.95
-0.16% 34.07K +0.45% 6.28M 128.41 2.90% Share
4 MSFT Microsoft Corpo...
501.01
+0.13% 15.22K +2.54% 6.01M 330.3 2.77% Share
5 NVDA NVIDIA Corporat...
177.06
-0.15% 52.93K +3.01% 5.76M 70.2 2.66% Share
6 GOOGL Alphabet Inc.
240.37
+0.50% 35.25K +35.21% 5.6M 137.05 2.58% Share
7 IEF iShares 7-10 Ye...
97.26
+0.15% 56.84K +100.00% 5.46M 95.37 2.52% Share
8 IAU iShares Gold Tr...
68.53
-0.17% 85.13K -3.03% 4.66M 36.67 2.15% Share
9 XSVM Invesco S&P Sma...
58.02
+1.77% 85.07K +3.57% 4.12M 54.28 1.90% Share
10 WMT Walmart Inc.
102.63
+2.21% 37.43K -1.08% 3.64M 59.91 1.68% Share
11 AVGO Broadcom Inc.
359.63
-2.69% 18.64K -4.31% 3.59M 83.06 1.65% Share
12 FNOV FT Cboe Vest U....
52.49
+0.75% 100.89K -75.24% 3.55M 39.86 1.63% Share
13 BRK-B Berkshire Hatha...
496.91
+1.39% 6.65K -0.26% 3.55M 352.43 1.63% Share
14 CBOE Cboe Global Mar...
236.22
+0.73% 15.43K 0.00% 3.42M 156.21 1.58% Share
15 NFLX Netflix, Inc.
1203.50
-3.54% 2.91K -1.75% 3.3M 383.65 1.52% Share
16 ABBV AbbVie Inc.
220.19
+4.04% 15.45K +1.81% 3.01M 161.86 1.39% Share
17 CRWD CrowdStrike Hol...
433.38
+2.00% 6.71K +1.30% 2.88M 170.56 1.33% Share
18 FLIN Franklin FTSE I...
38.21
+0.03% 70.72K +3.82% 2.71M 41.64 1.25% Share
19 V Visa Inc.
343.48
+1.59% 7.71K +1.42% 2.66M 276.44 1.23% Share
20 TSLA Tesla, Inc.
368.81
+6.04% 9.11K -12.27% 2.57M 250.01 1.19% Share
21 MUFG Mitsubishi UFJ ...
15.64
-0.6% 198.76K -0.88% 2.51M 8.53 1.16% Share
22 IBM International B...
256.95
+0.03% 10.06K -2.09% 2.43M 141.34 1.12% Share
23 MCD McDonald's Corp...
308.37
+0.79% 7.42K +27.29% 2.37M 305.85 1.09% Share
24 LNG Cheniere Energy...
237.14
+0.04% 10.16K +0.42% 2.35M 180.3 1.08% Share
25 NVO Novo Nordisk A/...
54.30
-0.14% 35.26K +121.05% 2.34M 79.69 1.08% Share
26 META Meta Platforms,...
750.90
-0.14% 4.27K -36.24% 2.34M 348.3 1.08% Share
27 MMM 3M Company
159.50
+3.86% 16.69K +0.46% 2.32M 101.48 1.07% Share
28 GILD Gilead Sciences...
117.86
+2.26% 21.27K +1.51% 2.27M 75.41 1.04% Share
29 GS The Goldman Sac...
784.43
+1.93% 4.13K -1.36% 2.26M 495.11 1.04% Share
30 MFG Mizuho Financia...
6.63
-1.19% 441.33K +0.09% 2.23M 3.45 1.03% Share
31 JPM JPMorgan Chase ...
305.50
+1.65% 9.1K +0.68% 2.23M 211.31 1.03% Share
32 MA Mastercard Inco...
588.73
+1.61% 4.04K +1.45% 2.22M 494.9 1.02% Share
33 TSM Taiwan Semicond...
258.82
-0.62% 13.27K -1.38% 2.21M 91.41 1.02% Share
34 CEG Constellation E...
318.00
-0.62% 9.87K -0.65% 2.21M 109.08 1.02% Share
35 UBER Uber Technologi...
94.66
+0.48% 27.04K +100.00% 2.19M 72.86 1.01% Share
36 WCN Waste Connectio...
178.09
+1.07% 11.06K +0.45% 2.19M 136.17 1.01% Share
37 ORCL Oracle Corporat...
307.79
-6.26% 15.33K +0.16% 2.16M 106.28 0.99% Share
38 ICE Intercontinenta...
176.17
+2.29% 12.79K +0.31% 2.15M 111.74 0.99% Share
39 CB Chubb Limited
282.90
+1.96% 7.5K +1.74% 2.15M 288.55 0.99% Share
40 C Citigroup Inc.
98.81
+1.69% 30.85K -0.36% 2.11M 42.07 0.97% Share
41 UBS UBS Group AG
40.91
+1.98% 69.78K +1.38% 2.11M 24.91 0.97% Share
42 COST Costco Wholesal...
964.32
+0.84% 2.11K +2.18% 2.1M 577.32 0.97% Share
43 EXPE Expedia Group, ...
221.36
+2.72% 13.34K +0.49% 2.09M 105.26 0.96% Share
44 ETN Eaton Corporati...
360.08
-0.6% 7.04K +1.69% 2.07M 216.19 0.95% Share
45 XOM Exxon Mobil Cor...
112.14
-0.32% 18.93K +1.20% 2M 117.32 0.92% Share
46 HUBS HubSpot, Inc.
496.70
+1.54% 3.25K +1.47% 1.99M 532.17 0.92% Share
47 BAC Bank of America...
50.73
+1.19% 49.8K +1.85% 1.99M 31.35 0.92% Share
48 TIMB Tim S.a.
20.91
+0.77% 118.66K +100.00% 1.98M 15.65 0.91% Share
49 MS Morgan Stanley
156.49
+1.54% 16.84K +1.90% 1.94M 87.69 0.90% Share
50 ANET Arista Networks...
153.03
+1.53% 23.48K +2.05% 1.93M 109.87 0.89% Share
51 UL Unilever PLC
63.51
+1.15% 30.06K +3.06% 1.91M 50.12 0.88% Share
52 ISRG Intuitive Surgi...
455.85
+1.30% 3.65K -27.42% 1.88M 292.77 0.87% Share
53 NVS Novartis AG
127.68
+0.89% 16.45K +3.19% 1.87M 97.05 0.86% Share
54 GD General Dynamic...
329.57
+2.02% 6.79K +3.02% 1.85M 300.81 0.85% Share
55 SHW The Sherwin-Wil...
368.51
+3.09% 5.2K +2.83% 1.83M 380.48 0.84% Share
56 T AT&T Inc.
29.48
+0.98% 66.14K +3.42% 1.83M 22.95 0.84% Share
57 AMT American Tower ...
196.54
+1.43% 8.09K +3.21% 1.82M 230.96 0.84% Share
58 DE Deere & Company
476.65
+1.12% 3.81K +2.17% 1.76M 418.56 0.81% Share
59 LRCX Lam Research Co...
115.58
+7.66% 24.52K +3.12% 1.76M 72.24 0.81% Share
60 O Realty Income C...
60.16
+1.19% 30.29K +85.62% 1.75M 54.69 0.81% Share
61 HD The Home Depot,...
423.33
+2.44% 4.85K +0.71% 1.75M 404.75 0.81% Share
62 EQIX Equinix, Inc.
797.48
+2.16% 2.02K +3.27% 1.74M 885.97 0.80% Share
63 PNC The PNC Financi...
202.75
+0.43% 10.81K +2.67% 1.74M 138.51 0.80% Share
64 FE FirstEnergy Cor...
43.60
+0.83% 40.35K +3.91% 1.73M 36.96 0.80% Share
65 FLJP Franklin FTSE J...
35.06
+1.07% 55.3K +3.44% 1.69M 28.62 0.78% Share
66 D Dominion Energy...
60.03
+1.03% 30.93K +3.80% 1.68M 47.9 0.78% Share
67 YUMC Yum China Holdi...
45.10
+1.67% 37.98K +3.69% 1.64M 48.31 0.76% Share
68 DAL Delta Air Lines...
60.42
-1.58% 39.23K +1.25% 1.63M 37.75 0.75% Share
69 SPYV SPDR Portfolio ...
54.78
+1.21% 129.94K +47.84% 1.62M 49.58 0.75% Share
70 JNJ Johnson & Johns...
178.50
+1.54% 10.35K +3.68% 1.62M 161.73 0.75% Share
71 SHEL Shell plc
72.05
-0.83% 25K +3.47% 1.61M 64.82 0.74% Share
72 LLY Eli Lilly and C...
755.95
+0.18% 1.72K +154.96% 1.55M 849.45 0.71% Share
73 NEE NextEra Energy,...
71.40
+0.51% 22.87K +4.44% 1.53M 59.17 0.70% Share
74 EOG EOG Resources, ...
120.00
-0.22% 13.72K +3.96% 1.51M 126.64 0.70% Share
75 BABA Alibaba Group H...
155.43
+7.99% 12.13K +100.00% 1.45M 132.23 0.67% Share
76 PBR Petróleo Brasil...
12.67
-0.71% 126.9K +4.21% 1.43M 14.92 0.66% Share
77 ZTS Zoetis Inc.
150.57
+0.77% 9.15K +1.42% 1.43M 194.34 0.66% Share
78 UNH UnitedHealth Gr...
353.64
+1.98% 3.23K +4.16% 1.33M 581.1 0.61% Share
79 SCCO Southern Copper...
105.03
+2.87% 14.47K +2.70% 1.3M 102.59 0.60% Share
80 TMO Thermo Fisher S...
491.20
+3.08% 3K +5.04% 1.29M 610.57 0.59% Share
81 BDX Becton, Dickins...
190.58
+1.14% 6.19K +2.72% 1.28M 240.61 0.59% Share
82 TGT Target Corporat...
91.51
+0.80% 12.32K +7.07% 1.19M 125.44 0.55% Share
83 SPYG SPDR Portfolio ...
102.90
+0.48% 73.18K +74.84% 1.05M 84.18 0.48% Share
84 AMD Advanced Micro ...
155.67
-2.43% 9.96K +6.40% 969.31K 159.26 0.45% Share
85 IBIT iShares Bitcoin...
65.03
+0.77% 13.82K +100.00% 739.56K 46.81 0.34% Share
86 EFA iShares MSCI EA...
93.37
+1.07% 7.48K +1.47% 633.76K 83.55 0.29% Share
87 BYLD iShares Yield O...
22.97
+0.31% 256.59K +1.60% 526.93K 22.19 0.24% Share
88 SMMD iShares Russell...
74.40
+1.72% 21.16K -6.23% 305.31K 67.94 0.14% Share
89 CMCSA Comcast Corpora...
33.40
-0.24% 7.87K 0.00% 269.22K 44.13 0.12% Share
90 SPY SPDR S&P 500 ET...
657.61
+0.83% 421 -97.21% 233.33K 585.71 0.11% Share
91 BKNG Booking Holding...
5498.00
+0.42% 45 +100.00% 229.47K 4606.89 0.11% Share
92 SSO ProShares Ultra...
109.20
+1.62% 2.79K 0.00% 221.6K 90.17 0.10% Share
93 SO The Southern Co...
92.14
+0.63% 2.2K +100.00% 202.16K 91.95 0.09% Share