| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMMD | Exit | ISHARES TRrusel 2500 etf | $0 | – | -4,675 | -100.0% | -0.16% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -5,580 | -100.0% | -0.16% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -6,680 | -100.0% | -0.22% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -6,870 | -100.0% | -0.25% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -6,241 | -100.0% | -0.27% | – |
| EFR | Exit | EATON VANCE SR FLTNG RTE TR | $0 | – | -38,936 | -100.0% | -0.29% | – |
| Exit | INNOVATOR ETFS TRus eqty acc etf | $0 | – | -27,406 | -100.0% | -0.40% | – | |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -5,571 | -100.0% | -0.45% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -19,711 | -100.0% | -0.51% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -9,089 | -100.0% | -0.68% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -19,286 | -100.0% | -0.69% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -3,013 | -100.0% | -0.71% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -2,860 | -100.0% | -0.71% | – |
| TGT | Exit | TARGET CORP | $0 | – | -10,380 | -100.0% | -0.72% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -7,052 | -100.0% | -0.72% | – |
| HPQ | Exit | HP INC | $0 | – | -45,262 | -100.0% | -0.73% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -19,764 | -100.0% | -0.73% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -26,199 | -100.0% | -0.73% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -34,611 | -100.0% | -0.74% | – |
| DE | Exit | DEERE & CO | $0 | – | -3,199 | -100.0% | -0.75% | – |
| C | Exit | CITIGROUP INC | $0 | – | -29,588 | -100.0% | -0.76% | – |
| PFE | Exit | PFIZER INC | $0 | – | -37,020 | -100.0% | -0.77% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -13,310 | -100.0% | -0.78% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -13,307 | -100.0% | -0.79% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -14,642 | -100.0% | -0.79% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -1,751 | -100.0% | -0.79% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -4,286 | -100.0% | -0.80% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -22,780 | -100.0% | -0.81% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -26,032 | -100.0% | -0.81% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -26,471 | -100.0% | -0.82% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -10,660 | -100.0% | -0.82% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -12,749 | -100.0% | -0.82% | – |
| WNS | Exit | WNS HLDGS LTDspon adr | $0 | – | -19,228 | -100.0% | -0.82% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -4,082 | -100.0% | -0.82% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -12,009 | -100.0% | -0.82% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -2,616 | -100.0% | -0.83% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -48,782 | -100.0% | -0.83% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -4,438 | -100.0% | -0.84% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -5,230 | -100.0% | -0.84% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -16,770 | -100.0% | -0.86% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -8,810 | -100.0% | -0.86% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -37,485 | -100.0% | -0.87% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -18,416 | -100.0% | -0.87% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -15,277 | -100.0% | -0.87% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -6,348 | -100.0% | -0.88% | – |
| WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -10,478 | -100.0% | -0.88% | – |
| Exit | SHELL PLCspon ads | $0 | – | -22,055 | -100.0% | -0.89% | – | |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -8,193 | -100.0% | -0.89% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -25,856 | -100.0% | -0.89% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -15,089 | -100.0% | -0.89% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,857 | -100.0% | -0.90% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -10,304 | -100.0% | -0.90% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -19,323 | -100.0% | -0.90% | – |
| MFG | Exit | MIZUHO FINANCIAL GROUP INCsponsored adr | $0 | – | -422,808 | -100.0% | -0.90% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -8,780 | -100.0% | -0.91% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -6,923 | -100.0% | -0.92% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -7,110 | -100.0% | -0.92% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -38,652 | -100.0% | -0.93% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -14,717 | -100.0% | -0.94% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -3,787 | -100.0% | -0.94% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -3,052 | -100.0% | -0.94% | – |
| WMT | Exit | WALMART INC | $0 | – | -9,517 | -100.0% | -0.95% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -5,325 | -100.0% | -0.97% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -2,506 | -100.0% | -0.98% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -15,608 | -100.0% | -1.00% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -14,972 | -100.0% | -1.02% | – | |
| ADBE | Exit | ADOBE INC | $0 | – | -3,205 | -100.0% | -1.02% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -21,198 | -100.0% | -1.03% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -10,039 | -100.0% | -1.05% | – |
| MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored ads | $0 | – | -197,923 | -100.0% | -1.05% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -68,482 | -100.0% | -1.05% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -9,197 | -100.0% | -1.06% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -11,355 | -100.0% | -1.06% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -114,858 | -100.0% | -1.08% | – |
| EOG | Exit | EOG RES INC | $0 | – | -13,773 | -100.0% | -1.09% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -17,046 | -100.0% | -1.13% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -41,428 | -100.0% | -1.15% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -14,919 | -100.0% | -1.35% | – |
| V | Exit | VISA INC | $0 | – | -9,627 | -100.0% | -1.38% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -3,943 | -100.0% | -1.39% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,492 | -100.0% | -1.42% | – |
| CBOE | Exit | CBOE GLOBAL MKTS INC | $0 | – | -15,431 | -100.0% | -1.50% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -77,839 | -100.0% | -1.70% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -3,504 | -100.0% | -1.82% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -29,800 | -100.0% | -2.19% | – |
| TSLA | Exit | TESLA INC | $0 | – | -15,628 | -100.0% | -2.44% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -34,372 | -100.0% | -2.73% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -14,263 | -100.0% | -2.81% | – |
| AAPL | Exit | APPLE INC | $0 | – | -28,115 | -100.0% | -3.00% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -40,987 | -100.0% | -3.35% | – |
| FNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $0 | – | -433,235 | -100.0% | -10.51% | – |
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.