Altman Advisors, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Altman Advisors, Inc. reported 95 stock positions worth $205.4 million. Its top holding was FT Vest US Equity Buffer ETF (FNOV) at 8.0% of the portfolio, followed by iShares Core MSCI Europe ETF (IEUR, 4.0%) and Amazon.com (AMZN, 3.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 7, added to 78 and reduced 13. The biggest buy was Nvidia (NVDA, shares +25%) and the biggest sale an exit from iShares MSCI Acwi ETF (ACWI).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001731671
Portfolio Value
$205.4M (Q1 2024)
SEC Filing
0001085146-24-002337 ↗ filed May 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $205.4M $205.4M Q1 2024 Q2 2024: $175.9M Q2 2024 Q3 2024: $224.8M Q3 2024 Q4 2024: $234.5M Q4 2024 Q1 2025: $217.0M Q1 2025 Q2 2025: $244.8M Q2 2025 Q3 2025: $261.4M Q3 2025 Q4 2025: $265.4M Q4 2025 Q1 2026: $241.3M Q1 2026 Q2 2026: $278.7M Q2 2026

Holdings 95 stocks · $205.4M
FNOV FT Vest US Equity Buffer ETF 7.99% 367,747 $16.4M Add +3.1%
IEUR iShares Core MSCI Europe ETF 4.05% 144,011 $8.3M Add +5.1%
AMZN Amazon.com Inc. 3.08% 35,015 $6.3M Add +1.1%
MSFT Microsoft Corp. 2.92% 14,152 $6.0M Add +4.3%
AAPL Apple Inc. 2.78% 33,649 $5.7M Add +18.5%
GOOGL Alphabet Inc. Class A 2.13% 28,169 $4.4M Reduce -30.9%
NVDA Nvidia Corp. 1.88% 4,263 $3.9M Add +24.9%
XOM Exxon Mobil Corp. 1.80% 31,531 $3.7M Add +4.2%
XSVM Invesco S&P Smallcap Value W 1.67% 60,500 $3.4M Add +4.9%
IAU iShares Gold Trust 1.63% 78,681 $3.3M Add +3.1%
COST Costco Wholesale Corp. 1.40% 3,996 $2.9M Add +0.9%
JPM JPMorgan Chase & Co. 1.39% 14,365 $2.9M Add +2.0%
BRK.B Berkshire Hathaway Inc. Class B 1.37% 6,679 $2.8M Add +2.5%
CBOE Cboe Global Markets Inc. 1.37% 15,431 $2.8M No change
META Meta Platforms Inc. Class A 1.36% 5,681 $2.8M Reduce -13.3%
CEG Constellation Energy 1.34% 14,752 $2.7M Reduce -0.8%
AVGO Broadcom Inc. 1.32% 2,014 $2.7M Reduce -34.8%
CRWD CrowdStrike Holdings Inc. Class A 1.31% 8,442 $2.7M Reduce -8.1%
ANET Arista Networks Inc. 1.30% 8,928 $2.7M Reduce -0.5%
LRCX Lam Research Corp. 1.15% 2,411 $2.4M Reduce -4.6%
ETN Eaton Corp. PLC 1.08% 7,079 $2.2M Add +1.4%
ISRG Intuitive Surgical Inc. 1.03% 5,345 $2.1M Add +0.4%
ORCL Oracle Corp. 1.02% 16,766 $2.1M Add +1.5%
TSM Taiwan Semiconductor-SP ADR 1.02% 14,841 $2.1M Add +9.0%
TXT Textron Inc. 1.02% 21,928 $2.1M Add +2.7%
UBS UBS Group AG-Reg 1.01% 67,809 $2.1M Add +1.6%
V Visa Inc. Class A 1.00% 7,373 $2.1M Reduce -12.0%
MUFG Mitsubishi Ufj Finl-Spon ADR 1.00% 204,841 $2.0M Add +2.6%
ABBV Abbvie Inc. 0.99% 11,291 $2.0M Reduce -1.9%
NVO Novo-Nordisk A/S-Spons ADR 0.99% 15,930 $2.0M Add +3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.97% 10,485 $2.0M Add +1.8%
HUBS HubSpot Inc. 0.97% 3,119 $2.0M Add +0.9%
C Citigroup Inc. 0.97% 31,270 $2.0M Add +3.3%
TGT Target Corp. 0.95% 10,992 $2.0M Add +29.9%
DXCM Dexcom Inc. 0.94% 13,950 $1.9M Add +2.8%
NFLX Netflix Inc. 0.93% 3,114 $1.9M Add +1.9%
GD General Dynamics Corp. 0.93% 6,535 $1.9M Add +2.9%
DAL Delta Air Lines Inc. 0.92% 39,286 $1.9M Add +3.4%
CB Chubb Ltd. 0.91% 7,301 $1.9M Add +2.3%
TSLA Tesla Inc. 0.91% 10,642 $1.9M Reduce -25.2%
MA Mastercard Inc. Class A 0.90% 3,879 $1.9M Add +1.3%
WCN Waste Connections Inc. 0.90% 10,825 $1.8M Add +2.4%
PRU Prudential Financial Inc. 0.90% 15,839 $1.8M Add +3.5%
CMCSA Comcast Corp. Class A 0.89% 43,252 $1.8M Add +3.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.89% 48,534 $1.8M Add +57.1%
PBR Petroleo Brasileiro-Spon ADR 0.87% 117,882 $1.8M Add +2.2%
GS Goldman Sachs Group Inc. 0.86% 4,297 $1.8M Add +62.3%
WMT Walmart Inc. 0.86% 29,412 $1.8M Add +2.4%
EXPE Expedia Group Inc. 0.85% 13,124 $1.7M Add +3.5%
ICE Intercontinental Exchange Inc. 0.84% 12,629 $1.7M Add +3.2%
MFG Mizuho Financial Group-ADR 0.83% 443,497 $1.7M Add +3.3%
HD Home Depot Inc. 0.83% 4,639 $1.7M Add +3.0%
BUD Anheuser-Busch Inbev-SPN ADR 0.81% 27,177 $1.7M Add +3.8%
SHW The Sherwin-Williams Co. 0.81% 4,898 $1.7M Add +4.0%
PNC PNC Financial Services Group 0.80% 10,268 $1.6M Add +60.7%
EOG EOG Resources Inc. 0.80% 12,646 $1.6M Reduce -8.9%
AMD Advanced Micro Devices 0.78% 8,696 $1.6M Reduce -42.4%
SHEL Shell PLC-ADR 0.77% 23,437 $1.6M Add +4.7%
ADBE Adobe Inc. 0.77% 3,157 $1.6M Add +2.4%
LNG Cheniere Energy Inc. 0.77% 9,924 $1.6M Add +12.1%
TMO Thermo Fisher Scientific Inc. 0.77% 2,735 $1.6M Add +14.2%
BP BP PLC-Spons ADR 0.75% 40,818 $1.5M Add +4.4%
MS Morgan Stanley 0.74% 16,262 $1.5M Add +76.8%
O Realty Income Corp. 0.73% 28,231 $1.5M Add +100.5%
EWC iShares MSCI Canada ETF 0.73% 39,343 $1.5M Add +8.9%
HPQ HP Inc. 0.73% 49,052 $1.5M Add +129.2%
NVS Novartis AG-Sponsored ADR 0.72% 15,516 $1.5M Add +3.9%
EQIX Equinix Inc. 0.72% 1,851 $1.5M Add +3.6%
JNJ Johnson & Johnson 0.72% 9,335 $1.5M Add +4.3%
UNH Unitedhealth Group Inc. 0.72% 3,001 $1.5M Add +4.5%
XEFRX Eaton Vance Sr FLTG Rate TR 0.71% 112,553 $1.5M Add +1.6%
GILD Gilead Sciences Inc. 0.71% 20,068 $1.5M Add +4.6%
AMT American Tower Corp. 0.70% 7,505 $1.4M Add +19.6%
FE Firstenergy Corp. 0.70% 37,580 $1.4M Add +148.5%
ZTS Zoetis Inc. 0.70% 8,598 $1.4M Add +3.8%
BHP BHP Group Ltd.-Spon ADR 0.70% 24,479 $1.4M Add +5.2%
UL Unilever PLC 0.69% 28,610 $1.4M Add +155.0%
D Dominion Energy Inc. 0.69% 28,833 $1.4M Add +151.8%
DE Deere & Co. 0.68% 3,480 $1.4M Add +90.7%
BDX Becton Dickinson and Co. 0.67% 5,667 $1.4M Add +5.8%
NEE Nextera Energy Inc. 0.67% 21,734 $1.4M Add +22.6%
NKE Nike Inc. Class B 0.64% 14,264 $1.3M Add +5.3%
SCCO Southern Copper Corp. 0.62% 11,924 $1.3M New
MCD McDonald's Corp. 0.60% 4,430 $1.2M Add +7.1%
HDB HDFC Bank Ltd.-ADR 0.60% 22,018 $1.2M Add +152.2%
PFE Pfizer Inc. 0.57% 42,184 $1.2M Add +142.8%
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 0.54% 21,700 $1.1M Add +151.8%
SPYV SS SPDR P S&P 500 Value ETF 0.50% 20,676 $1.0M Add +1.8%
XDJA Innovator US Eq Accelerate-J 0.36% 28,555 $748K Add +2.5%
EFA iShares MSCI Eafe ETF 0.27% 6,905 $549K Add +3.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.26% 7,219 $529K Add +0.1%
CSCO Cisco Systems Inc. 0.16% 6,680 $334K No change
SMMD iShares Russell 2500 ETF 0.15% 4,619 $300K Add +1.2%
BYLD iShares Yield Optimized Bond 0.13% 12,338 $275K Reduce -13.9%
SSO Proshares Ultra S&P500 0.11% 2,960 $229K New

Portfolio Sells Q4 2023 → Q1 2024
ACWI iShares MSCI Acwi ETF Sold out 0.00% −5.42
TSLA Tesla Inc. Reduce -25.2% 0.91% −0.95
GOOGL Alphabet Inc. Class A Reduce -30.9% 2.13% −0.85
AVGO Broadcom Inc. Reduce -34.8% 1.32% −0.48
AMD Advanced Micro Devices Reduce -42.4% 0.78% −0.39
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.38
UBER Uber Technologies Inc. Sold out 0.00% −0.18
V Visa Inc. Class A Reduce -12.0% 1.00% −0.15
TMUS T-Mobile US Inc. Sold out 0.00% −0.14
ABT Abbott Laboratories Sold out 0.00% −0.14
QCOM Qualcomm Inc. Sold out 0.00% −0.13
PYPL PayPal Holdings Inc. Sold out 0.00% −0.12
EOG EOG Resources Inc. Reduce -8.9% 0.80% −0.08
BYLD iShares Yield Optimized Bond Reduce -13.9% 0.13% −0.03
ABBV Abbvie Inc. Reduce -1.9% 0.99% +0.06
CRWD CrowdStrike Holdings Inc. Class A Reduce -8.1% 1.31% +0.08
LRCX Lam Research Corp. Reduce -4.6% 1.15% +0.11
META Meta Platforms Inc. Class A Reduce -13.3% 1.36% +0.14
ANET Arista Networks Inc. Reduce -0.5% 1.30% +0.19
CEG Constellation Energy Reduce -0.8% 1.34% +0.42

Portfolio Buys Q4 2023 → Q1 2024
NVDA Nvidia Corp. Add +24.9% 1.88% +0.99
SCCO Southern Copper Corp. New 0.62% +0.62
FE Firstenergy Corp. Add +148.5% 0.70% +0.41
UL Unilever PLC Add +155.0% 0.69% +0.41
D Dominion Energy Inc. Add +151.8% 0.69% +0.41
HPQ HP Inc. Add +129.2% 0.73% +0.39
BAC Bank of America Corp. Add +57.1% 0.89% +0.34
GS Goldman Sachs Group Inc. Add +62.3% 0.86% +0.33
AMZN Amazon.com Inc. Add +1.1% 3.08% +0.32
TGT Target Corp. Add +29.9% 0.95% +0.32
O Realty Income Corp. Add +100.5% 0.73% +0.31
PFE Pfizer Inc. Add +142.8% 0.57% +0.31
DE Deere & Co. Add +90.7% 0.68% +0.30
HDB HDFC Bank Ltd.-ADR Add +152.2% 0.60% +0.30
MS Morgan Stanley Add +76.8% 0.74% +0.29
PNC PNC Financial Services Group Add +60.7% 0.80% +0.28
TSM Taiwan Semiconductor-SP ADR Add +9.0% 1.02% +0.28
WNS WNS Holdings Ltd. Add +151.8% 0.54% +0.25
MSFT Microsoft Corp. Add +4.3% 2.92% +0.25
XOM Exxon Mobil Corp. Add +4.2% 1.80% +0.21
ETN Eaton Corp. PLC Add +1.4% 1.08% +0.19
NFLX Netflix Inc. Add +1.9% 0.93% +0.15
NVO Novo-Nordisk A/S-Spons ADR Add +3.0% 0.99% +0.15
C Citigroup Inc. Add +3.3% 0.97% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +2.5% 1.37% +0.15
JPM JPMorgan Chase & Co. Add +2.0% 1.39% +0.14
DAL Delta Air Lines Inc. Add +3.4% 0.92% +0.12
TXT Textron Inc. Add +2.7% 1.02% +0.12
SSO Proshares Ultra S&P500 New 0.11% +0.11
ORCL Oracle Corp. Add +1.5% 1.02% +0.11
NEE Nextera Energy Inc. Add +22.6% 0.67% +0.11
TMO Thermo Fisher Scientific Inc. Add +14.2% 0.77% +0.10
MUFG Mitsubishi Ufj Finl-Spon ADR Add +2.6% 1.00% +0.09
IEUR iShares Core MSCI Europe ETF Add +5.1% 4.05% +0.09
IBM Intl Business Machines Corp. Add +1.8% 0.97% +0.09
ISRG Intuitive Surgical Inc. Add +0.4% 1.03% +0.09
WCN Waste Connections Inc. Add +2.4% 0.90% +0.07
CB Chubb Ltd. Add +2.3% 0.91% +0.07
WMT Walmart Inc. Add +2.4% 0.86% +0.07
PRU Prudential Financial Inc. Add +3.5% 0.90% +0.06
IAU iShares Gold Trust Add +3.1% 1.63% +0.06
GD General Dynamics Corp. Add +2.9% 0.93% +0.06
MFG Mizuho Financial Group-ADR Add +3.3% 0.83% +0.06
DXCM Dexcom Inc. Add +2.8% 0.94% +0.05
MA Mastercard Inc. Class A Add +1.3% 0.90% +0.05
EWC iShares MSCI Canada ETF Add +8.9% 0.73% +0.04
SHW The Sherwin-Williams Co. Add +4.0% 0.81% +0.04
FNOV FT Vest US Equity Buffer ETF Add +3.1% 7.99% +0.03
COST Costco Wholesale Corp. Add +0.9% 1.40% +0.03
BP BP PLC-Spons ADR Add +4.4% 0.75% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$278.7MIEUR, NVDA, GOOGL, AAPL, XSVM
Q1 2026 77$241.3MIEUR, NVDA, GOOGL, AAPL, XSVM
Q4 2025 95$265.4MIEUR, NVDA, GOOGL, AAPL, AMZN
Q3 2025Amended 92$261.4MIEUR, NVDA, AAPL, GOOGL, MSFT
Q2 2025 96$244.8MIEUR, NVDA, AMZN, MSFT, AAPL
Q1 2025 94$217.0MIEUR, AAPL, AMZN, MSFT, NVDA
Q4 2024 96$234.5MFNOV, IEUR, AAPL, AMZN, NVDA
Q3 2024 93$224.8MFNOV, IEUR, AAPL, MSFT, AMZN
Q2 2024 69$175.9MFNOV, IEUR, AAPL, MSFT, AMZN
Q1 2024 95$205.4MFNOV, IEUR, AMZN, MSFT, AAPL