Altman Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Altman Advisors, Inc. reported 69 stock positions worth $175.9 million. Its top holding was FT Vest US Equity Buffer ETF (FNOV) at 9.7% of the portfolio, followed by iShares Core MSCI Europe ETF (IEUR, 4.7%) and Apple (AAPL, 4.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 28, added to 40 and reduced 26. The biggest buy was FT Vest US Equity Buffer ETF (FNOV, shares +1%) and the biggest sale an exit from JPMorgan Chase (JPM).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001731671
- Portfolio Value
- $175.9M (Q2 2024)
- SEC Filing
- 0001085146-24-003549 ↗ filed Aug 8, 2024
Holdings Value
Holdings 69 stocks · $175.9M
| FNOV FT Vest US Equity Buffer ETF | 9.72% | 371,377 | $17.1M | Add +1.0% |
| IEUR iShares Core MSCI Europe ETF | 4.69% | 144,841 | $8.2M | Add +0.6% |
| AAPL Apple Inc. | 4.03% | 33,624 | $7.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 3.84% | 15,100 | $6.7M | Add +6.7% |
| AMZN Amazon.com Inc. | 3.79% | 34,522 | $6.7M | Reduce -1.4% |
| NVDA Nvidia Corp. | 3.59% | 51,158 | $6.3M | Add +20.0% |
| GOOGL Alphabet Inc. Class A | 2.73% | 26,376 | $4.8M | Reduce -6.4% |
| IAU iShares Gold Trust | 1.98% | 79,236 | $3.5M | Add +0.7% |
| COST Costco Wholesale Corp. | 1.92% | 3,970 | $3.4M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.91% | 6,661 | $3.4M | Add +17.3% |
| AVGO Broadcom Inc. | 1.84% | 2,011 | $3.2M | Reduce -0.1% |
| XSVM Invesco S&P Smallcap Value W | 1.83% | 61,456 | $3.2M | Add +1.6% |
| XOM Exxon Mobil Corp. | 1.76% | 26,908 | $3.1M | Reduce -14.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.55% | 7,104 | $2.7M | Reduce -15.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 6,666 | $2.7M | Reduce -0.2% |
| CEG Constellation Energy | 1.52% | 13,367 | $2.7M | Reduce -9.4% |
| CBOE Cboe Global Markets Inc. | 1.49% | 15,431 | $2.6M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.43% | 14,507 | $2.5M | Reduce -2.3% |
| LRCX Lam Research Corp. | 1.41% | 2,331 | $2.5M | Reduce -3.3% |
| ISRG Intuitive Surgical Inc. | 1.35% | 5,347 | $2.4M | Add +0.0% |
| ORCL Oracle Corp. | 1.35% | 16,770 | $2.4M | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.29% | 15,867 | $2.3M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 1.25% | 6,999 | $2.2M | Reduce -1.1% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 1.24% | 202,193 | $2.2M | Reduce -1.3% |
| TSLA Tesla Inc. | 1.21% | 10,711 | $2.1M | Add +0.7% |
| NFLX Netflix Inc. | 1.20% | 3,115 | $2.1M | Add +0.0% |
| ANET Arista Networks Inc. | 1.16% | 5,834 | $2.0M | Reduce -34.7% |
| UBS UBS Group AG-Reg | 1.14% | 67,912 | $2.0M | Add +0.1% |
| WMT Walmart Inc. | 1.13% | 29,408 | $2.0M | Reduce -0.0% |
| C Citigroup Inc. | 1.12% | 30,957 | $2.0M | Reduce -1.0% |
| ABBV Abbvie Inc. | 1.11% | 11,369 | $2.0M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.09% | 48,409 | $1.9M | Reduce -0.3% |
| WCN Waste Connections Inc. | 1.08% | 10,829 | $1.9M | Add +0.0% |
| TXT Textron Inc. | 1.08% | 22,057 | $1.9M | Add +0.6% |
| DAL Delta Air Lines Inc. | 1.06% | 39,207 | $1.9M | Reduce -0.2% |
| PRU Prudential Financial Inc. | 1.06% | 15,865 | $1.9M | Add +0.2% |
| MFG Mizuho Financial Group-ADR | 1.06% | 439,438 | $1.9M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.04% | 10,533 | $1.8M | Add +0.5% |
| ICE Intercontinental Exchange Inc. | 0.99% | 12,687 | $1.7M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 0.98% | 43,944 | $1.7M | Add +1.6% |
| HPQ HP Inc. | 0.97% | 48,802 | $1.7M | Reduce -0.5% |
| PBR Petroleo Brasileiro-Spon ADR | 0.97% | 117,613 | $1.7M | Reduce -0.2% |
| EXPE Expedia Group Inc. | 0.95% | 13,290 | $1.7M | Add +1.3% |
| SHEL Shell PLC-ADR | 0.95% | 23,195 | $1.7M | Reduce -1.0% |
| MMM 3M Co. | 0.95% | 16,277 | $1.7M | New |
| NVS Novartis AG-Sponsored ADR | 0.94% | 15,566 | $1.7M | Add +0.3% |
| TGT Target Corp. | 0.93% | 11,032 | $1.6M | Add +0.4% |
| PNC PNC Financial Services Group | 0.92% | 10,450 | $1.6M | Add +1.8% |
| EOG EOG Resources Inc. | 0.91% | 12,731 | $1.6M | Add +0.7% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.90% | 27,319 | $1.6M | Add +0.5% |
| MS Morgan Stanley | 0.90% | 16,330 | $1.6M | Add +0.4% |
| UL Unilever PLC | 0.89% | 28,598 | $1.6M | Reduce -0.0% |
| NEE Nextera Energy Inc. | 0.87% | 21,517 | $1.5M | Reduce -1.0% |
| O Realty Income Corp. | 0.86% | 28,495 | $1.5M | Add +0.9% |
| BP BP PLC-Spons ADR | 0.85% | 41,307 | $1.5M | Add +1.2% |
| EWC iShares MSCI Canada ETF | 0.84% | 39,987 | $1.5M | Add +1.6% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.84% | 112,964 | $1.5M | Add +0.4% |
| FLJP Franklin Ftse Japan ETF | 0.83% | 51,046 | $1.5M | New |
| HDB HDFC Bank Ltd.-ADR | 0.82% | 22,477 | $1.4M | Add +2.1% |
| FE Firstenergy Corp. | 0.82% | 37,698 | $1.4M | Add +0.3% |
| D Dominion Energy Inc. | 0.81% | 29,031 | $1.4M | Add +0.7% |
| GILD Gilead Sciences Inc. | 0.80% | 20,622 | $1.4M | Add +2.8% |
| BHP BHP Group Ltd.-Spon ADR | 0.80% | 24,721 | $1.4M | Add +1.0% |
| SCCO Southern Copper Corp. | 0.75% | 12,226 | $1.3M | Add +2.5% |
| NKE Nike Inc. Class B | 0.62% | 14,546 | $1.1M | Add +2.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.59% | 21,455 | $1.0M | Add +3.8% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 0.52% | 17,449 | $916K | Reduce -19.6% |
| XDJA Innovator US Eq Accelerate-J | 0.45% | 29,358 | $797K | Add +2.8% |
| BYLD iShares Yield Optimized Bond | 0.18% | 14,625 | $324K | Add +18.5% |
Portfolio Sells Q1 2024 → Q2 2024
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −1.39 |
| V Visa Inc. Class A | Sold out | 0.00% | −1.00 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.97 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.94 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.93 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.91 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.90 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.86 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.83 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.81 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.78 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.77 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.77 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.77 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.72 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.72 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.72 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.70 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.70 |
| DE Deere & Co. | Sold out | 0.00% | −0.68 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.67 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.60 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.57 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.27 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.26 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.16 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.15 |
| ANET Arista Networks Inc. | Reduce -34.7% | 1.16% | −0.14 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -14.7% | 1.76% | −0.03 |
| WNS WNS Holdings Ltd. | Reduce -19.6% | 0.52% | −0.02 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -0.2% | 0.97% | +0.10 |
| DAL Delta Air Lines Inc. | Reduce -0.2% | 1.06% | +0.14 |
| C Citigroup Inc. | Reduce -1.0% | 1.12% | +0.15 |
| ETN Eaton Corp. PLC | Reduce -1.1% | 1.25% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 1.54% | +0.18 |
| SHEL Shell PLC-ADR | Reduce -1.0% | 0.95% | +0.18 |
| CEG Constellation Energy | Reduce -9.4% | 1.52% | +0.19 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 0.87% | +0.20 |
| UL Unilever PLC | Reduce -0.0% | 0.89% | +0.20 |
| BAC Bank of America Corp. | Reduce -0.3% | 1.09% | +0.21 |
| MFG Mizuho Financial Group-ADR | Reduce -0.9% | 1.06% | +0.22 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -15.8% | 1.55% | +0.23 |
| HPQ HP Inc. | Reduce -0.5% | 0.97% | +0.25 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -1.3% | 1.24% | +0.25 |
| LRCX Lam Research Corp. | Reduce -3.3% | 1.41% | +0.26 |
| WMT Walmart Inc. | Reduce -0.0% | 1.13% | +0.27 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.4% | 1.29% | +0.30 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.3% | 1.43% | +0.41 |
| AVGO Broadcom Inc. | Reduce -0.1% | 1.84% | +0.51 |
Portfolio Buys Q1 2024 → Q2 2024
| FNOV FT Vest US Equity Buffer ETF | Add +1.0% | 9.72% | +1.73 |
| NVDA Nvidia Corp. | Add +20.0% | 3.59% | +1.72 |
| MMM 3M Co. | New | 0.95% | +0.95 |
| MSFT Microsoft Corp. | Add +6.7% | 3.84% | +0.91 |
| FLJP Franklin Ftse Japan ETF | New | 0.83% | +0.83 |
| IEUR iShares Core MSCI Europe ETF | Add +0.6% | 4.69% | +0.64 |
| META Meta Platforms Inc. Class A | Add +17.3% | 1.91% | +0.55 |
| IAU iShares Gold Trust | Add +0.7% | 1.98% | +0.35 |
| ISRG Intuitive Surgical Inc. | Add +0.0% | 1.35% | +0.33 |
| ORCL Oracle Corp. | Add +0.0% | 1.35% | +0.32 |
| TSLA Tesla Inc. | Add +0.7% | 1.21% | +0.30 |
| NFLX Netflix Inc. | Add +0.0% | 1.20% | +0.26 |
| HDB HDFC Bank Ltd.-ADR | Add +2.1% | 0.82% | +0.22 |
| NVS Novartis AG-Sponsored ADR | Add +0.3% | 0.94% | +0.22 |
| WCN Waste Connections Inc. | Add +0.0% | 1.08% | +0.18 |
| XSVM Invesco S&P Smallcap Value W | Add +1.6% | 1.83% | +0.17 |
| MS Morgan Stanley | Add +0.4% | 0.90% | +0.16 |
| PRU Prudential Financial Inc. | Add +0.2% | 1.06% | +0.16 |
| ICE Intercontinental Exchange Inc. | Add +0.5% | 0.99% | +0.15 |
| UBS UBS Group AG-Reg | Add +0.1% | 1.14% | +0.13 |
| SCCO Southern Copper Corp. | Add +2.5% | 0.75% | +0.13 |
| XEFRX Eaton Vance Sr FLTG Rate TR | Add +0.4% | 0.84% | +0.13 |
| PNC PNC Financial Services Group | Add +1.8% | 0.92% | +0.12 |
| O Realty Income Corp. | Add +0.9% | 0.86% | +0.12 |
| D Dominion Energy Inc. | Add +0.7% | 0.81% | +0.12 |
| FE Firstenergy Corp. | Add +0.3% | 0.82% | +0.12 |
| ABBV Abbvie Inc. | Add +0.7% | 1.11% | +0.12 |
| EOG EOG Resources Inc. | Add +0.7% | 0.91% | +0.11 |
| EWC iShares MSCI Canada ETF | Add +1.6% | 0.84% | +0.11 |
| BHP BHP Group Ltd.-Spon ADR | Add +1.0% | 0.80% | +0.11 |
| EXPE Expedia Group Inc. | Add +1.3% | 0.95% | +0.10 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +0.5% | 0.90% | +0.09 |
| BP BP PLC-Spons ADR | Add +1.2% | 0.85% | +0.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.8% | 0.59% | +0.09 |
| GILD Gilead Sciences Inc. | Add +2.8% | 0.80% | +0.09 |
| XDJA Innovator US Eq Accelerate-J | Add +2.8% | 0.45% | +0.09 |
| CMCSA Comcast Corp. Class A | Add +1.6% | 0.98% | +0.09 |
| IBM Intl Business Machines Corp. | Add +0.5% | 1.04% | +0.07 |
| TXT Textron Inc. | Add +0.6% | 1.08% | +0.06 |
| BYLD iShares Yield Optimized Bond | Add +18.5% | 0.18% | +0.05 |
| NKE Nike Inc. Class B | Add +2.0% | 0.62% | −0.02 |
| TGT Target Corp. | Add +0.4% | 0.93% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $278.7M | IEUR, NVDA, GOOGL, AAPL, XSVM |
| Q1 2026 | 77 | $241.3M | IEUR, NVDA, GOOGL, AAPL, XSVM |
| Q4 2025 | 95 | $265.4M | IEUR, NVDA, GOOGL, AAPL, AMZN |
| Q3 2025Amended | 92 | $261.4M | IEUR, NVDA, AAPL, GOOGL, MSFT |
| Q2 2025 | 96 | $244.8M | IEUR, NVDA, AMZN, MSFT, AAPL |
| Q1 2025 | 94 | $217.0M | IEUR, AAPL, AMZN, MSFT, NVDA |
| Q4 2024 | 96 | $234.5M | FNOV, IEUR, AAPL, AMZN, NVDA |
| Q3 2024 | 93 | $224.8M | FNOV, IEUR, AAPL, MSFT, AMZN |
| Q2 2024 | 69 | $175.9M | FNOV, IEUR, AAPL, MSFT, AMZN |
| Q1 2024 | 95 | $205.4M | FNOV, IEUR, AMZN, MSFT, AAPL |