13F HOLDINGS REPORT
Altman Advisors, Inc.
Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001085146-25-002563
Total Value
$217.0M
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46434V738 | 218,474 | $13.7M | 6.30% |
| 2 | APPLE INC | AAPL | 34,072 | $7.2M | 3.34% |
| 3 | AMAZON COM INC | AMZN | 34,071 | $6.3M | 2.90% |
| 4 | MICROSOFT CORP | MSFT | 15,217 | $6.0M | 2.77% |
| 5 | NVIDIA CORPORATION | NVDA | 52,927 | $5.8M | 2.66% |
| 6 | ALPHABET INC | GOOG | 35,254 | $5.6M | 2.58% |
| 7 | ISHARES TR | 464287440 | 56,837 | $5.5M | 2.52% |
| 8 | ISHARES GOLD TR | IAU | 85,133 | $4.7M | 2.15% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 85,074 | $4.1M | 1.90% |
| 10 | WALMART INC | WMT | 37,428 | $3.6M | 1.68% |
| 11 | BROADCOM INC | AVGO | 18,639 | $3.6M | 1.65% |
| 12 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 100,891 | $3.5M | 1.63% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,650 | $3.5M | 1.63% |
| 14 | CBOE GLOBAL MKTS INC | 12503M108 | 15,431 | $3.4M | 1.58% |
| 15 | NETFLIX INC | NFLX | 2,912 | $3.3M | 1.52% |
| 16 | ABBVIE INC | ABBV | 15,449 | $3.0M | 1.39% |
| 17 | CROWDSTRIKE HLDGS INC | CRWD | 6,709 | $2.9M | 1.33% |
| 18 | FRANKLIN TEMPLETON ETF TR | FGDL | 70,718 | $2.7M | 1.25% |
| 19 | VISA INC | V | 7,709 | $2.7M | 1.23% |
| 20 | TESLA INC | TSLA | 9,114 | $2.6M | 1.19% |
| 21 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 198,762 | $2.5M | 1.16% |
| 22 | INTERNATIONAL BUSINESS MACHS | INTR | 10,063 | $2.4M | 1.12% |
| 23 | MCDONALDS CORP | MCD | 7,420 | $2.4M | 1.09% |
| 24 | CHENIERE ENERGY INC | LNG | 10,162 | $2.3M | 1.08% |
| 25 | NOVO-NORDISK A S | NONOF | 35,260 | $2.3M | 1.08% |
| 26 | META PLATFORMS INC | META | 4,267 | $2.3M | 1.08% |
| 27 | 3M CO | MMM | 16,690 | $2.3M | 1.07% |
| 28 | GILEAD SCIENCES INC | GILD | 21,270 | $2.3M | 1.04% |
| 29 | GOLDMAN SACHS GROUP INC | GSCE | 4,127 | $2.3M | 1.04% |
| 30 | MIZUHO FINANCIAL GROUP INC | MZHOF | 441,330 | $2.2M | 1.03% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 9,098 | $2.2M | 1.03% |
| 32 | MASTERCARD INCORPORATED | MA | 4,045 | $2.2M | 1.02% |
| 33 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,266 | $2.2M | 1.02% |
| 34 | CONSTELLATION ENERGY CORP | CEG | 9,873 | $2.2M | 1.02% |
| 35 | UBER TECHNOLOGIES INC | UBER | 27,040 | $2.2M | 1.01% |
| 36 | WASTE CONNECTIONS INC | WCN | 11,056 | $2.2M | 1.01% |
| 37 | ORACLE CORP | ORCL-PD | 15,331 | $2.2M | 0.99% |
| 38 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 12,790 | $2.1M | 0.99% |
| 39 | CHUBB LIMITED | CB | 7,498 | $2.1M | 0.99% |
| 40 | CITIGROUP INC | C-PR | 30,852 | $2.1M | 0.97% |
| 41 | UBS GROUP AG | UBS | 69,782 | $2.1M | 0.97% |
| 42 | COSTCO WHSL CORP NEW | 22160K105 | 2,110 | $2.1M | 0.97% |
| 43 | EXPEDIA GROUP INC | EXPE | 13,338 | $2.1M | 0.96% |
| 44 | EATON CORP PLC | ETN | 7,036 | $2.1M | 0.95% |
| 45 | EXXON MOBIL CORP | XOM | 18,931 | $2.0M | 0.92% |
| 46 | HUBSPOT INC | HUBS | 3,249 | $2.0M | 0.92% |
| 47 | BANK AMERICA CORP | 060505104 | 49,795 | $2.0M | 0.92% |
| 48 | TIM S A | TIMB | 118,664 | $2.0M | 0.91% |
| 49 | MORGAN STANLEY | MS-PQ | 16,844 | $1.9M | 0.90% |
| 50 | ARISTA NETWORKS INC | ANET | 23,481 | $1.9M | 0.89% |
| 51 | UNILEVER PLC | UNLYF | 30,061 | $1.9M | 0.88% |
| 52 | INTUITIVE SURGICAL INC | ISRG | 3,650 | $1.9M | 0.87% |
| 53 | NOVARTIS AG | NVSEF | 16,453 | $1.9M | 0.86% |
| 54 | GENERAL DYNAMICS CORP | GD | 6,785 | $1.8M | 0.85% |
| 55 | SHERWIN WILLIAMS CO | SHW | 5,196 | $1.8M | 0.85% |
| 56 | AT&T INC | T-PC | 66,137 | $1.8M | 0.84% |
| 57 | AMERICAN TOWER CORP NEW | 03027X100 | 8,094 | $1.8M | 0.84% |
| 58 | DEERE & CO | DE | 3,807 | $1.8M | 0.81% |
| 59 | LAM RESEARCH CORP | LRCX | 24,521 | $1.8M | 0.81% |
| 60 | REALTY INCOME CORP | O | 30,285 | $1.8M | 0.81% |
| 61 | HOME DEPOT INC | HD | 4,846 | $1.7M | 0.81% |
| 62 | EQUINIX INC | EQIX | 2,022 | $1.7M | 0.80% |
| 63 | PNC FINL SVCS GROUP INC | 693475105 | 10,810 | $1.7M | 0.80% |
| 64 | FIRSTENERGY CORP | FE | 40,350 | $1.7M | 0.80% |
| 65 | FRANKLIN TEMPLETON ETF TR | FGDL | 55,300 | $1.7M | 0.78% |
| 66 | DOMINION ENERGY INC | D | 30,928 | $1.7M | 0.78% |
| 67 | YUM CHINA HLDGS INC | YUMC | 37,978 | $1.6M | 0.76% |
| 68 | DELTA AIR LINES INC DEL | DAL | 39,231 | $1.6M | 0.75% |
| 69 | SPDR SER TR | 78464A508 | 129,936 | $1.6M | 0.75% |
| 70 | JOHNSON & JOHNSON | JNJ | 10,351 | $1.6M | 0.75% |
| 71 | SHELL PLC | RYDAF | 25,004 | $1.6M | 0.74% |
| 72 | ELI LILLY & CO | LLY | 1,721 | $1.5M | 0.71% |
| 73 | NEXTERA ENERGY INC | NEE-PW | 22,872 | $1.5M | 0.70% |
| 74 | EOG RES INC | EOG | 13,722 | $1.5M | 0.70% |
| 75 | ALIBABA GROUP HLDG LTD | BBAAY | 12,128 | $1.4M | 0.67% |
| 76 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 126,896 | $1.4M | 0.66% |
| 77 | ZOETIS INC | ZTS | 9,150 | $1.4M | 0.66% |
| 78 | UNITEDHEALTH GROUP INC | UNH | 3,232 | $1.3M | 0.61% |
| 79 | SOUTHERN COPPER CORP | SCCO | 14,468 | $1.3M | 0.60% |
| 80 | THERMO FISHER SCIENTIFIC INC | TMO | 3,002 | $1.3M | 0.59% |
| 81 | BECTON DICKINSON & CO | BDX | 6,191 | $1.3M | 0.59% |
| 82 | TARGET CORP | TGT | 12,318 | $1.2M | 0.55% |
| 83 | SPDR SER TR | 78464A409 | 73,182 | $1.0M | 0.48% |
| 84 | ADVANCED MICRO DEVICES INC | AMD | 9,957 | $969,314 | 0.45% |
| 85 | ISHARES BITCOIN TRUST ETF | IBIT | 13,821 | $739,562 | 0.34% |
| 86 | ISHARES TR | 464287465 | 7,478 | $633,761 | 0.29% |
| 87 | ISHARES TR | 46434V787 | 256,591 | $526,927 | 0.24% |
| 88 | EATON VANCE SR FLTNG RTE TR | ETN | 53,144 | $510,827 | 0.24% |
| 89 | ISHARES TR | 46435G268 | 21,160 | $305,310 | 0.14% |
| 90 | COMCAST CORP NEW | CCZ | 7,872 | $269,222 | 0.12% |
| 91 | SPDR S&P 500 ETF TR | SPY | 421 | $233,326 | 0.11% |
| 92 | BOOKING HOLDINGS INC | BKNG | 45 | $229,468 | 0.11% |
| 93 | PROSHARES TR | 74347R107 | 2,792 | $221,601 | 0.10% |
| 94 | SOUTHERN CO | SOMN | 2,200 | $202,158 | 0.09% |