13F-HR filed by Altman Advisors, Inc.
Altman Advisors, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 96 holding rows worth $234,540,798.
- Accession
- 0001085146-25-001263
- Filer
- CIK 1731671
- Filed
- 2025-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 96 entries on the cover page, a total value of $234,540,798 stated on the cover page (in dollars after the unit check, H1), rows summing to $234,540,798 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 407,480 | $18,283,403 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 186,285 | $10,055,664 | dollars as filed | |
| Apple Inc | 037833100 | COM | 33,455 | $8,377,820 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,919 | $7,441,415 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 51,381 | $6,899,959 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 14,840 | $6,255,219 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 80,171 | $5,429,180 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 26,074 | $4,935,824 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 19,478 | $4,515,829 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V480 | S&P SMCP VLU MNT | 82,140 | $4,474,987 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 10,389 | $4,195,494 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 87,796 | $3,926,384 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,692 | $3,918,233 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 37,837 | $3,418,538 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,667 | $3,022,018 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 15,431 | $3,015,217 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 15,175 | $2,696,634 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 13,452 | $2,656,724 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,964 | $2,641,872 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 5,029 | $2,624,937 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P769 | FRANKLIN INDIA | 68,118 | $2,581,672 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 15,306 | $2,550,535 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 23,010 | $2,543,295 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 13,273 | $2,473,158 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 7,601 | $2,402,186 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 4,184 | $2,396,121 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 200,524 | $2,350,137 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 38,745 | $2,344,046 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 6,919 | $2,296,357 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 6,623 | $2,266,126 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 10,278 | $2,259,394 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 19,190 | $2,254,825 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 3,202 | $2,231,058 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 9,938 | $2,223,320 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 30,963 | $2,179,518 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 10,119 | $2,174,171 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,037 | $2,166,336 | dollars as filed | |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 60687Y109 | ADR | 440,939 | $2,156,192 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 48,890 | $2,148,717 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 16,614 | $2,144,701 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,987 | $2,099,485 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 68,834 | $2,087,059 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 16,530 | $2,078,201 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 7,370 | $2,036,399 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 10,529 | $2,030,515 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 18,706 | $2,012,204 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 20,953 | $1,935,387 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 16,087 | $1,906,777 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 12,750 | $1,899,904 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,065 | $1,892,522 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 11,007 | $1,888,647 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 16,313 | $1,879,910 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,812 | $1,871,953 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 1,958 | $1,846,311 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 36,625 | $1,764,226 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 6,586 | $1,735,440 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 5,053 | $1,717,666 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 23,780 | $1,717,629 | dollars as filed | |
| TEXTRON INC COM | 883203101 | Stock | 22,417 | $1,714,678 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 5,829 | $1,689,769 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 29,169 | $1,653,874 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 13,199 | $1,617,889 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 29,796 | $1,604,795 | dollars as filed | |
| Deere & Company | 244199105 | COM | 3,726 | $1,578,754 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 21,900 | $1,570,031 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 3,103 | $1,569,827 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 121,765 | $1,565,895 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 11,505 | $1,555,216 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 15,944 | $1,551,511 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 38,830 | $1,544,641 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 53,460 | $1,529,491 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 24,166 | $1,513,975 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,858 | $1,486,836 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 3,318 | $1,475,448 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 9,022 | $1,469,931 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 63,947 | $1,456,073 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 9,984 | $1,443,909 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 7,842 | $1,438,297 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 15,951 | $1,372,105 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 6,027 | $1,367,390 | dollars as filed | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 14,087 | $1,283,748 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 10,071 | $1,269,953 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 87,889 | $1,148,400 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 9,358 | $1,130,353 | dollars as filed | |
| EATON VANCE SENIOR FLOATING-RA | 27828Q105 | COM | 80,203 | $887,642 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y764 | FUND | 82,873 | $886,212 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 16,316 | $871,436 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 41,857 | $646,768 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 11,548 | $578,208 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 7,370 | $557,246 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 675 | $521,100 | dollars as filed | |
| ISHARES TR | 46434V787 | YLD OPTIM BD | 252,548 | $495,078 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 22,566 | $336,226 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 7,872 | $295,436 | dollars as filed | |
| SPY | 78462F103 | SHS | 15,099 | $276,918 | dollars as filed | |
| PROSHARES TR | 74347R107 | PSHS ULT S&P 500 | 2,792 | $258,288 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-001263 | this filing | 2025-02-13 | acceptance time not in the bulk data set |