13F HOLDINGS REPORT
Altman Advisors, Inc.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001085146-25-001263
Total Value
$234.5M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 407,480 | $18.3M | 7.80% |
| 2 | ISHARES TR | 46434V738 | 186,285 | $10.1M | 4.29% |
| 3 | APPLE INC | AAPL | 33,455 | $8.4M | 3.57% |
| 4 | AMAZON COM INC | AMZN | 33,919 | $7.4M | 3.17% |
| 5 | NVIDIA CORPORATION | NVDA | 51,381 | $6.9M | 2.94% |
| 6 | MICROSOFT CORP | MSFT | 14,840 | $6.3M | 2.67% |
| 7 | VANGUARD WORLD FD | 921910709 | 80,171 | $5.4M | 2.31% |
| 8 | ALPHABET INC | GOOG | 26,074 | $4.9M | 2.10% |
| 9 | BROADCOM INC | AVGO | 19,478 | $4.5M | 1.93% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 82,140 | $4.5M | 1.91% |
| 11 | TESLA INC | TSLA | 10,389 | $4.2M | 1.79% |
| 12 | ISHARES GOLD TR | IAU | 87,796 | $3.9M | 1.67% |
| 13 | META PLATFORMS INC | META | 6,692 | $3.9M | 1.67% |
| 14 | WALMART INC | WMT | 37,837 | $3.4M | 1.46% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,667 | $3.0M | 1.29% |
| 16 | CBOE GLOBAL MKTS INC | 12503M108 | 15,431 | $3.0M | 1.29% |
| 17 | ABBVIE INC | ABBV | 15,175 | $2.7M | 1.15% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,452 | $2.7M | 1.13% |
| 19 | NETFLIX INC | NFLX | 2,964 | $2.6M | 1.13% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 5,029 | $2.6M | 1.12% |
| 21 | FRANKLIN TEMPLETON ETF TR | FGDL | 68,118 | $2.6M | 1.10% |
| 22 | ORACLE CORP | ORCL-PD | 15,306 | $2.6M | 1.09% |
| 23 | ARISTA NETWORKS INC | ANET | 23,010 | $2.5M | 1.08% |
| 24 | EXPEDIA GROUP INC | EXPE | 13,273 | $2.5M | 1.05% |
| 25 | VISA INC | V | 7,601 | $2.4M | 1.02% |
| 26 | GOLDMAN SACHS GROUP INC | GSCE | 4,184 | $2.4M | 1.02% |
| 27 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 200,524 | $2.4M | 1.00% |
| 28 | DELTA AIR LINES INC DEL | DAL | 38,745 | $2.3M | 1.00% |
| 29 | EATON CORP PLC | ETN | 6,919 | $2.3M | 0.98% |
| 30 | CROWDSTRIKE HLDGS INC | CRWD | 6,623 | $2.3M | 0.97% |
| 31 | INTERNATIONAL BUSINESS MACHS | INTR | 10,278 | $2.3M | 0.96% |
| 32 | ISHARES TR | 464288257 | 19,190 | $2.3M | 0.96% |
| 33 | HUBSPOT INC | HUBS | 3,202 | $2.2M | 0.95% |
| 34 | CONSTELLATION ENERGY CORP | CEG | 9,938 | $2.2M | 0.95% |
| 35 | CITIGROUP INC | C-PR | 30,963 | $2.2M | 0.93% |
| 36 | CHENIERE ENERGY INC | LNG | 10,119 | $2.2M | 0.93% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 9,037 | $2.2M | 0.92% |
| 38 | MIZUHO FINANCIAL GROUP INC | MZHOF | 440,939 | $2.2M | 0.92% |
| 39 | BANK AMERICA CORP | 060505104 | 48,890 | $2.1M | 0.92% |
| 40 | 3M CO | MMM | 16,614 | $2.1M | 0.91% |
| 41 | MASTERCARD INCORPORATED | MA | 3,987 | $2.1M | 0.90% |
| 42 | UBS GROUP AG | UBS | 68,834 | $2.1M | 0.89% |
| 43 | MORGAN STANLEY | MS-PQ | 16,530 | $2.1M | 0.89% |
| 44 | CHUBB LIMITED | CB | 7,370 | $2.0M | 0.87% |
| 45 | PNC FINL SVCS GROUP INC | 693475105 | 10,529 | $2.0M | 0.87% |
| 46 | EXXON MOBIL CORP | XOM | 18,706 | $2.0M | 0.86% |
| 47 | GILEAD SCIENCES INC | GILD | 20,953 | $1.9M | 0.83% |
| 48 | PRUDENTIAL FINL INC | PUKPF | 16,087 | $1.9M | 0.81% |
| 49 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 12,750 | $1.9M | 0.81% |
| 50 | COSTCO WHSL CORP NEW | 22160K105 | 2,065 | $1.9M | 0.81% |
| 51 | WASTE CONNECTIONS INC | WCN | 11,007 | $1.9M | 0.81% |
| 52 | DELL TECHNOLOGIES INC | DELL | 16,313 | $1.9M | 0.80% |
| 53 | HOME DEPOT INC | HD | 4,812 | $1.9M | 0.80% |
| 54 | EQUINIX INC | EQIX | 1,958 | $1.8M | 0.79% |
| 55 | YUM CHINA HLDGS INC | YUMC | 36,625 | $1.8M | 0.75% |
| 56 | GENERAL DYNAMICS CORP | GD | 6,586 | $1.7M | 0.74% |
| 57 | SHERWIN WILLIAMS CO | SHW | 5,053 | $1.7M | 0.73% |
| 58 | LAM RESEARCH CORP | LRCX | 23,780 | $1.7M | 0.73% |
| 59 | TEXTRON INC | TXT | 22,417 | $1.7M | 0.73% |
| 60 | MCDONALDS CORP | MCD | 5,829 | $1.7M | 0.72% |
| 61 | UNILEVER PLC | UNLYF | 29,169 | $1.7M | 0.71% |
| 62 | EOG RES INC | EOG | 13,199 | $1.6M | 0.69% |
| 63 | DOMINION ENERGY INC | D | 29,796 | $1.6M | 0.68% |
| 64 | DEERE & CO | DE | 3,726 | $1.6M | 0.67% |
| 65 | NEXTERA ENERGY INC | NEE-PW | 21,900 | $1.6M | 0.67% |
| 66 | UNITEDHEALTH GROUP INC | UNH | 3,103 | $1.6M | 0.67% |
| 67 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 121,765 | $1.6M | 0.67% |
| 68 | TARGET CORP | TGT | 11,505 | $1.6M | 0.66% |
| 69 | NOVARTIS AG | NVSEF | 15,944 | $1.6M | 0.66% |
| 70 | FIRSTENERGY CORP | FE | 38,830 | $1.5M | 0.66% |
| 71 | FRANKLIN TEMPLETON ETF TR | FGDL | 53,460 | $1.5M | 0.65% |
| 72 | SHELL PLC | RYDAF | 24,166 | $1.5M | 0.65% |
| 73 | THERMO FISHER SCIENTIFIC INC | TMO | 2,858 | $1.5M | 0.63% |
| 74 | ADOBE INC | ADBE | 3,318 | $1.5M | 0.63% |
| 75 | ZOETIS INC | ZTS | 9,022 | $1.5M | 0.63% |
| 76 | AT&T INC | T-PC | 63,947 | $1.5M | 0.62% |
| 77 | JOHNSON & JOHNSON | JNJ | 9,984 | $1.4M | 0.62% |
| 78 | AMERICAN TOWER CORP NEW | 03027X100 | 7,842 | $1.4M | 0.61% |
| 79 | NOVO-NORDISK A S | NONOF | 15,951 | $1.4M | 0.59% |
| 80 | BECTON DICKINSON & CO | BDX | 6,027 | $1.4M | 0.58% |
| 81 | SOUTHERN COPPER CORP | SCCO | 14,087 | $1.3M | 0.55% |
| 82 | UNITED PARCEL SERVICE INC | UPS | 10,071 | $1.3M | 0.54% |
| 83 | SPDR SER TR | 78464A508 | 87,889 | $1.1M | 0.49% |
| 84 | ADVANCED MICRO DEVICES INC | AMD | 9,358 | $1.1M | 0.48% |
| 85 | EATON VANCE SR FLTNG RTE TR | ETN | 80,203 | $887,642 | 0.38% |
| 86 | INNOVATOR ETFS TRUST | INHD | 82,873 | $886,212 | 0.38% |
| 87 | REALTY INCOME CORP | O | 16,316 | $871,436 | 0.37% |
| 88 | SPDR SER TR | 78464A409 | 41,857 | $646,768 | 0.28% |
| 89 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 11,548 | $578,208 | 0.25% |
| 90 | ISHARES TR | 464287465 | 7,370 | $557,246 | 0.24% |
| 91 | ELI LILLY & CO | LLY | 675 | $521,100 | 0.22% |
| 92 | ISHARES TR | 46434V787 | 252,548 | $495,078 | 0.21% |
| 93 | ISHARES TR | 46435G268 | 22,566 | $336,226 | 0.14% |
| 94 | COMCAST CORP NEW | CCZ | 7,872 | $295,436 | 0.13% |
| 95 | SPDR S&P 500 ETF TR | SPY | 15,099 | $276,918 | 0.12% |
| 96 | PROSHARES TR | 74347R107 | 2,792 | $258,288 | 0.11% |