13F-HR filed by Altman Advisors, Inc.
Altman Advisors, Inc. filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-14, with 81 holding rows worth $154,948,000.
- Accession
- 0001085146-21-001677
- Filer
- CIK 1731671
- Filed
- 2021-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 81 entries on the cover page, a total value of $154,948,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $154,948,000 with VALUE read as thousands by filing date, 13F file number 028-18637. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 247,111 | $12,611,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F771 | FT VEST US | 176,234 | $5,849,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 1,373 | $4,249,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 6,275 | $4,189,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 51,972 | $3,927,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 72,626 | $3,555,000 | thousands by filing date | |
| JANUS DETROIT STR TR | 47103U852 | HENDERSON MTG | 61,518 | $3,256,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 10,001 | $3,051,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 14,417 | $3,051,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 11,215 | $2,791,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 6,091 | $2,778,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 24,924 | $2,695,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 16,402 | $2,694,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 5,158 | $2,689,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 11,395 | $2,684,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 7,464 | $2,655,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 21,569 | $2,628,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 7,001 | $2,603,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 73,701 | $2,504,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 5,294 | $2,452,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 4,546 | $2,426,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 10,570 | $2,367,000 | thousands by filing date | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 7,339 | $2,356,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 17,272 | $2,337,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 6,593 | $2,322,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 14,234 | $2,277,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 26,993 | $2,274,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 9,715 | $2,213,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 20,252 | $2,180,000 | thousands by filing date | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 24,952 | $2,112,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 11,510 | $2,100,000 | thousands by filing date | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 37,624 | $2,099,000 | thousands by filing date | |
| CHEGG INC | 163092109 | COM | 23,655 | $2,026,000 | thousands by filing date | |
| ECOLAB INC COM | 278865100 | Stock | 9,454 | $2,022,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 8,280 | $1,978,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,720 | $1,978,000 | thousands by filing date | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 16,638 | $1,870,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 34,178 | $1,862,000 | thousands by filing date | |
| DEXCOM INC COM | 252131107 | Stock | 5,057 | $1,816,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 8,298 | $1,643,000 | thousands by filing date | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 15,731 | $1,552,000 | thousands by filing date | |
| ILLUMINA INC | 452327109 | COM | 3,746 | $1,438,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 3,022 | $1,436,000 | thousands by filing date | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,863 | $1,376,000 | thousands by filing date | |
| BLOCK INC CL A | 852234103 | Stock | 6,030 | $1,367,000 | thousands by filing date | |
| ARISTA NETWORKS INC | 040413106 | COM | 4,449 | $1,342,000 | thousands by filing date | |
| RESMED INC COM | 761152107 | Stock | 6,506 | $1,262,000 | thousands by filing date | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 9,315 | $1,260,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 5,060 | $1,230,000 | thousands by filing date | |
| MASIMO CORP COM | 574795100 | Stock | 5,360 | $1,230,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 14,688 | $1,223,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 10,322 | $1,221,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F672 | FT VEST UQ EQT | 38,619 | $1,210,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 3,764 | $1,154,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 14,704 | $1,153,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 8,346 | $1,133,000 | thousands by filing date | |
| ZOETIS INC CL A | 98978V103 | Stock | 7,118 | $1,120,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 2,812 | $1,114,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 5,494 | $1,111,000 | thousands by filing date | |
| INNOVATIVE INDL PPTYS INC COM | 45781V101 | REIT | 6,101 | $1,098,000 | thousands by filing date | |
| HUBSPOTINC | 443573100 | STOK | 2,402 | $1,091,000 | thousands by filing date | |
| TELADOC HEALTH INC | 87918A105 | COM | 5,822 | $1,057,000 | thousands by filing date | |
| NIO INC SPON ADS | 62914V106 | ADR | 26,841 | $1,045,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,403 | $1,035,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 9,161 | $1,022,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 6,153 | $997,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 9,803 | $992,000 | thousands by filing date | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 3,394 | $975,000 | thousands by filing date | |
| PETMED EXPRESS INC | 716382106 | COM | 27,525 | $967,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F854 | FT VEST U.S. | 28,380 | $958,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 1,353 | $919,000 | thousands by filing date | |
| FIRST TRUST TCW OPPORTUNISTIC | 33740F805 | TCW OPPORTUNIS | 13,091 | $691,000 | thousands by filing date | |
| INNOVATOR DOUBLE STACKER ETF - OCTOBER | 45782C185 | ETF | 17,293 | $506,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 216 | $446,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 3,062 | $397,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 7,200 | $390,000 | thousands by filing date | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 358 | $294,000 | thousands by filing date | |
| REALTY INCOME CORP COM | 756109104 | REIT | 4,393 | $279,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 4,400 | $274,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 90 | $210,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 1,700 | $204,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-21-001677 | this filing | 2021-05-14 | acceptance time not in the bulk data set |