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Disclosery

13F-HR filed by Altman Advisors, Inc.

Altman Advisors, Inc. filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-08, with 69 holding rows worth $175,887,122.

Accession
0001085146-24-003549
Filer
CIK 1731671
Filed
2024-08-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 69 entries on the cover page, a total value of $175,887,122 stated on the cover page (in dollars after the unit check, H1), rows summing to $175,887,122 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
FIRST TR EXCHNG TRADED FD VI33740F847FT VEST US EQT371,377$17,095,078dollars as filed
ISHARES TR46434V738CORE MSCI EURO144,841$8,248,695dollars as filed
Apple Inc037833100COM33,624$7,081,989dollars as filed
Microsoft Corp594918104COM15,100$6,749,037dollars as filed
Amazon.com, Inc023135106COM34,522$6,671,311dollars as filed
NVIDIA Corp67066G104COM51,158$6,320,060dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM26,376$4,804,394dollars as filed
iShares Gold Trust464285204COM79,236$3,480,830dollars as filed
Costco Wholesale Corporation22160K105COM3,970$3,374,848dollars as filed
META PLATFORMS INC CL A30303M102COM6,661$3,358,609dollars as filed
Broadcom Inc.11135F101COM2,011$3,229,400dollars as filed
INVESCO EXCHANGE TRADED FD T46137V480S&P SMCP VLU MNT61,456$3,219,065dollars as filed
EXXON MOBIL CORP30231G102COM26,908$3,097,649dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM7,104$2,722,182dollars as filed
Berkshire Hathaway Inc084670702COM6,666$2,711,729dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock13,367$2,677,080dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock15,431$2,624,196dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS14,507$2,521,540dollars as filed
LAM RESEARCH CORP512807108COM2,331$2,482,195dollars as filed
Intuitive Surgical,Inc.46120E602COM5,347$2,378,613dollars as filed
Oracle Corporation68389X105COM16,770$2,367,862dollars as filed
NOVO-NORDISK A S ADR670100205ADR15,867$2,264,856dollars as filed
Eaton Corp. PlcG29183103COM6,999$2,194,677dollars as filed
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS606822104ADR202,193$2,183,680dollars as filed
Tesla Motors, Inc88160R101COM10,711$2,119,493dollars as filed
Netflix, Inc64110L106COM3,115$2,102,251dollars as filed
ARISTA NETWORKS INC040413106COM5,834$2,044,700dollars as filed
UBS GROUP AG SHSH42097107Stock67,912$2,006,132dollars as filed
Walmart Inc.931142103COM29,408$1,991,183dollars as filed
Citigroup Inc.172967424COM30,957$1,964,525dollars as filed
AbbVie,Inc.00287Y109COM11,369$1,950,011dollars as filed
Bank of America Corp060505104COM48,409$1,925,241dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock10,829$1,899,041dollars as filed
TEXTRON INC COM883203101Stock22,057$1,893,815dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock39,207$1,859,996dollars as filed
PRUDENTIAL FINL INC COM744320102Stock15,865$1,859,165dollars as filed
MIZUHO FINANCIAL GROUP INC SPONSORED ADR60687Y109ADR439,438$1,858,823dollars as filed
International Business Machines Corporation459200101COM10,533$1,821,639dollars as filed
Intercontinental Exchange,Inc.45866F104COM12,687$1,736,738dollars as filed
Comcast Corp20030N101COM43,944$1,720,845dollars as filed
HP INC COM40434L105Stock48,802$1,709,042dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR117,613$1,704,209dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock13,290$1,674,407dollars as filed
SHELL PLC SPON ADS780259305ADR23,195$1,674,223dollars as filed
3M CO COM88579Y101Stock16,277$1,663,347dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR15,566$1,657,156dollars as filed
TARGET CORP COM87612E106Stock11,032$1,633,120dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock10,450$1,624,730dollars as filed
EOG RES INC COM26875P101Stock12,731$1,602,509dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR27,319$1,588,600dollars as filed
Morgan Stanley617446448COM16,330$1,587,125dollars as filed
UNILEVER PLC904767704SPON ADR NEW28,598$1,572,628dollars as filed
NextEra Energy,Inc.65339F101COM21,517$1,523,620dollars as filed
REALTY INCOME CORP COM756109104REIT28,495$1,505,121dollars as filed
BP PLC SPONSORED ADR055622104ADR41,307$1,491,183dollars as filed
ISHARES INC464286509MSCI CDA ETF39,987$1,483,118dollars as filed
EATON VANCE SENIOR FLOATING-RA27828Q105COM112,964$1,477,574dollars as filed
FRANKLIN TEMPLETON ETF TR35473P744FTSE JAPAN ETF51,046$1,468,083dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR22,477$1,445,957dollars as filed
FIRSTENERGY CORP337932107COM37,698$1,442,698dollars as filed
DOMINION ENERGY INC COM25746U109Stock29,031$1,422,518dollars as filed
Gilead Sciences,Inc.375558103COM20,622$1,414,890dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR24,721$1,411,335dollars as filed
SOUTHERN COPPER CORP84265V105COM12,226$1,317,229dollars as filed
NIKE,Inc. Class B654106103COM14,546$1,096,343dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL21,455$1,045,717dollars as filed
WNS HLDGS LTD COM SHSG98196101Stock17,449$916,073dollars as filed
INNOVATOR ETFS TRUST45783Y764FUND29,358$797,011dollars as filed
ISHARES TR46434V787YLD OPTIM BD14,625$324,383dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-24-003549this filing2024-08-08acceptance time not in the bulk data set