$194 Million is the total value of Altman Advisors, Inc.'s 82 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $17,372,000 | – | 501,350 | +100.0% | 8.97% | – |
| UBS | New | UBS GROUP AG | $1,449,000 | – | 74,149 | +100.0% | 0.75% | – |
| DE | New | DEERE & CO | $1,354,000 | – | 3,259 | +100.0% | 0.70% | – |
| BP | New | BP PLCsponsored adr | $1,346,000 | – | 45,773 | +100.0% | 0.70% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,327,000 | – | 12,724 | +100.0% | 0.68% | – |
| GD | New | GENERAL DYNAMICS CORP | $1,302,000 | – | 5,400 | +100.0% | 0.67% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,212,000 | – | 12,231 | +100.0% | 0.63% | – |
| BAC | New | BK OF AMERICA CORP | $1,109,000 | – | 26,905 | +100.0% | 0.57% | – |
| FMC | New | FMC CORP | $887,000 | – | 6,745 | +100.0% | 0.46% | – |
| New | INNOVATOR ETFS TRus eqty acc etf | $628,000 | – | 26,497 | +100.0% | 0.32% | – | |
| JD | New | JD.COM INCspon adr cl a | $493,000 | – | 8,526 | +100.0% | 0.26% | – |
| MRNA | New | MODERNA INC | $241,000 | – | 1,400 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 23 | Q3 2023 | 3.7% |
| BECTON DICKINSON & CO | 23 | Q3 2023 | 2.1% |
| ZOETIS INC | 23 | Q3 2023 | 2.5% |
| INTERCONTINENTAL EXCHANGE IN | 23 | Q3 2023 | 2.1% |
| VISA INC | 22 | Q3 2023 | 2.7% |
| HOME DEPOT INC | 22 | Q3 2023 | 2.6% |
| ABBVIE INC | 22 | Q3 2023 | 2.7% |
| CBOE GLOBAL MKTS INC | 22 | Q3 2023 | 3.6% |
| AMERICAN TOWER CORP NEW | 22 | Q3 2023 | 3.3% |
| NETFLIX INC | 22 | Q3 2023 | 2.1% |
View Altman Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-09 |
View Altman Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.