Altman Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Altman Advisors, Inc. reported 96 stock positions worth $234.5 million. Its top holding was FT Vest US Equity Buffer ETF (FNOV) at 7.8% of the portfolio, followed by iShares Core MSCI Europe ETF (IEUR, 4.3%) and Apple (AAPL, 3.6%). Compared with Q3 2024, it opened 6 new positions, sold out of 3, added to 59 and reduced 30. The biggest buy was a new position in Vanguard Extended Dur Treas (EDV) and the biggest sale an exit from iShares MSCI Canada ETF (EWC).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001731671
- Portfolio Value
- $234.5M (Q4 2024)
- SEC Filing
- 0001085146-25-001263 ↗ filed Feb 13, 2025
Holdings Value
Holdings 96 stocks · $234.5M
| FNOV FT Vest US Equity Buffer ETF | 7.80% | 407,480 | $18.3M | Add +7.5% |
| IEUR iShares Core MSCI Europe ETF | 4.29% | 186,285 | $10.1M | Add +8.0% |
| AAPL Apple Inc. | 3.57% | 33,455 | $8.4M | Add +0.5% |
| AMZN Amazon.com Inc. | 3.17% | 33,919 | $7.4M | Reduce -2.1% |
| NVDA Nvidia Corp. | 2.94% | 51,381 | $6.9M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.67% | 14,840 | $6.3M | Reduce -2.0% |
| EDV Vanguard Extended Dur Treas | 2.31% | 80,171 | $5.4M | New |
| GOOGL Alphabet Inc. Class A | 2.10% | 26,074 | $4.9M | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.93% | 19,478 | $4.5M | Reduce -2.7% |
| XSVM Invesco S&P Smallcap Value W | 1.91% | 82,140 | $4.5M | Add +1.7% |
| TSLA Tesla Inc. | 1.79% | 10,389 | $4.2M | Reduce -3.4% |
| IAU iShares Gold Trust | 1.67% | 87,796 | $3.9M | Add +9.8% |
| META Meta Platforms Inc. Class A | 1.67% | 6,692 | $3.9M | Reduce -0.5% |
| WMT Walmart Inc. | 1.46% | 37,837 | $3.4M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 6,667 | $3.0M | Add +0.4% |
| CBOE Cboe Global Markets Inc. | 1.29% | 15,431 | $3.0M | No change |
| ABBV Abbvie Inc. | 1.15% | 15,175 | $2.7M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.13% | 13,452 | $2.7M | Reduce -5.0% |
| NFLX Netflix Inc. | 1.13% | 2,964 | $2.6M | Reduce -4.5% |
| ISRG Intuitive Surgical Inc. | 1.12% | 5,029 | $2.6M | Reduce -4.0% |
| FLIN Franklin Ftse India ETF | 1.10% | 68,118 | $2.6M | Add +1.9% |
| ORCL Oracle Corp. | 1.09% | 15,306 | $2.6M | Reduce -8.3% |
| ANET Arista Networks Inc. | 1.08% | 23,010 | $2.5M | Reduce -1.9% |
| EXPE Expedia Group Inc. | 1.05% | 13,273 | $2.5M | Reduce -1.6% |
| V Visa Inc. Class A | 1.02% | 7,601 | $2.4M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 1.02% | 4,184 | $2.4M | Reduce -1.4% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 1.00% | 200,524 | $2.4M | Reduce -1.1% |
| DAL Delta Air Lines Inc. | 1.00% | 38,745 | $2.3M | Reduce -3.2% |
| ETN Eaton Corp. PLC | 0.98% | 6,919 | $2.3M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.97% | 6,623 | $2.3M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.96% | 10,278 | $2.3M | Reduce -2.2% |
| ACWI iShares MSCI Acwi ETF | 0.96% | 19,190 | $2.3M | New |
| HUBS HubSpot Inc. | 0.95% | 3,202 | $2.2M | Reduce -0.1% |
| CEG Constellation Energy | 0.95% | 9,938 | $2.2M | Reduce -23.5% |
| C Citigroup Inc. | 0.93% | 30,963 | $2.2M | Add +0.0% |
| LNG Cheniere Energy Inc. | 0.93% | 10,119 | $2.2M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.92% | 9,037 | $2.2M | Add +0.8% |
| MFG Mizuho Financial Group-ADR | 0.92% | 440,939 | $2.2M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.92% | 48,890 | $2.1M | Add +0.1% |
| MMM 3M Co. | 0.91% | 16,614 | $2.1M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.90% | 3,987 | $2.1M | Add +1.0% |
| UBS UBS Group AG-Reg | 0.89% | 68,834 | $2.1M | Add +0.4% |
| MS Morgan Stanley | 0.89% | 16,530 | $2.1M | Reduce -0.3% |
| CB Chubb Ltd. | 0.87% | 7,370 | $2.0M | Add +0.6% |
| PNC PNC Financial Services Group | 0.87% | 10,529 | $2.0M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.86% | 18,706 | $2.0M | Reduce -0.8% |
| GILD Gilead Sciences Inc. | 0.83% | 20,953 | $1.9M | Add +0.4% |
| PRU Prudential Financial Inc. | 0.81% | 16,087 | $1.9M | Add +0.6% |
| ICE Intercontinental Exchange Inc. | 0.81% | 12,750 | $1.9M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.81% | 2,065 | $1.9M | Add +0.7% |
| WCN Waste Connections Inc. | 0.81% | 11,007 | $1.9M | Add +1.1% |
| DELL Dell Technologies -C | 0.80% | 16,313 | $1.9M | Add +2.1% |
| HD Home Depot Inc. | 0.80% | 4,812 | $1.9M | Add +1.1% |
| EQIX Equinix Inc. | 0.79% | 1,958 | $1.8M | Add +1.2% |
| YUMC Yum China Holdings Inc. | 0.75% | 36,625 | $1.8M | New |
| GD General Dynamics Corp. | 0.74% | 6,586 | $1.7M | Add +1.4% |
| SHW The Sherwin-Williams Co. | 0.73% | 5,053 | $1.7M | Add +0.7% |
| LRCX Lam Research Corp. | 0.73% | 23,780 | $1.7M | New |
| TXT Textron Inc. | 0.73% | 22,417 | $1.7M | Add +1.8% |
| MCD McDonald's Corp. | 0.72% | 5,829 | $1.7M | Add +3.1% |
| UL Unilever PLC | 0.71% | 29,169 | $1.7M | Add +1.8% |
| EOG EOG Resources Inc. | 0.69% | 13,199 | $1.6M | Add +1.9% |
| D Dominion Energy Inc. | 0.68% | 29,796 | $1.6M | Add +1.6% |
| DE Deere & Co. | 0.67% | 3,726 | $1.6M | Add +2.1% |
| NEE Nextera Energy Inc. | 0.67% | 21,900 | $1.6M | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.67% | 3,103 | $1.6M | Add +1.5% |
| PBR Petroleo Brasileiro-Spon ADR | 0.67% | 121,765 | $1.6M | Add +2.1% |
| TGT Target Corp. | 0.66% | 11,505 | $1.6M | Add +2.1% |
| NVS Novartis AG-Sponsored ADR | 0.66% | 15,944 | $1.6M | Add +1.8% |
| FE Firstenergy Corp. | 0.66% | 38,830 | $1.5M | Add +2.0% |
| FLJP Franklin Ftse Japan ETF | 0.65% | 53,460 | $1.5M | Add +2.4% |
| SHEL Shell PLC-ADR | 0.65% | 24,166 | $1.5M | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 0.63% | 2,858 | $1.5M | Add +2.4% |
| ADBE Adobe Inc. | 0.63% | 3,318 | $1.5M | Add +2.0% |
| ZTS Zoetis Inc. | 0.63% | 9,022 | $1.5M | Add +1.9% |
| T AT&T Inc. | 0.62% | 63,947 | $1.5M | New |
| JNJ Johnson & Johnson | 0.62% | 9,984 | $1.4M | Add +2.8% |
| AMT American Tower Corp. | 0.61% | 7,842 | $1.4M | Add +2.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.58% | 15,951 | $1.4M | Add +0.7% |
| BDX Becton Dickinson and Co. | 0.58% | 6,027 | $1.4M | Add +1.2% |
| SCCO Southern Copper Corp. | 0.55% | 14,087 | $1.3M | Add +11.6% |
| UPS United Parcel Service Class B | 0.54% | 10,071 | $1.3M | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.49% | 87,889 | $1.1M | Add +307.9% |
| AMD Advanced Micro Devices | 0.48% | 9,358 | $1.1M | Add +2.9% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.38% | 80,203 | $888K | Reduce -6.0% |
| XDJA Innovator US Eq Accelerate-J | 0.38% | 82,873 | $886K | Add +178.3% |
| O Realty Income Corp. | 0.37% | 16,316 | $871K | Reduce -43.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 41,857 | $647K | Add +470.3% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.25% | 11,548 | $578K | Reduce -58.3% |
| EFA iShares MSCI Eafe ETF | 0.24% | 7,370 | $557K | Add +0.7% |
| LLY Eli Lilly & Co. | 0.22% | 675 | $521K | Reduce -58.0% |
| BYLD iShares Yield Optimized Bond | 0.21% | 252,548 | $495K | Add +1566.4% |
| SMMD iShares Russell 2500 ETF | 0.14% | 22,566 | $336K | Add +364.8% |
| CMCSA Comcast Corp. Class A | 0.13% | 7,872 | $295K | Reduce -82.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 15,099 | $277K | Add +3255.3% |
| SSO Proshares Ultra S&P500 | 0.11% | 2,792 | $258K | Reduce -5.7% |
Portfolio Sells Q3 2024 → Q4 2024
| EWC iShares MSCI Canada ETF | Sold out | 0.00% | −0.75 |
| CMCSA Comcast Corp. Class A | Reduce -82.4% | 0.13% | −0.70 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.60 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -58.3% | 0.25% | −0.57 |
| CEG Constellation Energy | Reduce -23.5% | 0.95% | −0.56 |
| O Realty Income Corp. | Reduce -43.4% | 0.37% | −0.44 |
| LLY Eli Lilly & Co. | Reduce -58.0% | 0.22% | −0.41 |
| MSFT Microsoft Corp. | Reduce -2.0% | 2.67% | −0.23 |
| ORCL Oracle Corp. | Reduce -8.3% | 1.09% | −0.18 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.86% | −0.13 |
| XEFRX Eaton Vance Sr FLTG Rate TR | Reduce -6.0% | 0.38% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -2.2% | 0.96% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -1.5% | 0.98% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.67% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -4.0% | 1.12% | −0.03 |
| SSO Proshares Ultra S&P500 | Reduce -5.7% | 0.11% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.0% | 1.13% | +0.04 |
| WMT Walmart Inc. | Reduce -1.8% | 1.46% | +0.07 |
| ANET Arista Networks Inc. | Reduce -1.9% | 1.08% | +0.08 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -1.1% | 1.00% | +0.08 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 1.02% | +0.09 |
| MFG Mizuho Financial Group-ADR | Reduce -0.7% | 0.92% | +0.09 |
| DAL Delta Air Lines Inc. | Reduce -3.2% | 1.00% | +0.10 |
| MS Morgan Stanley | Reduce -0.3% | 0.89% | +0.12 |
| NFLX Netflix Inc. | Reduce -4.5% | 1.13% | +0.15 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.94% | +0.16 |
| EXPE Expedia Group Inc. | Reduce -1.6% | 1.05% | +0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 2.10% | +0.18 |
| HUBS HubSpot Inc. | Reduce -0.1% | 0.95% | +0.19 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 3.17% | +0.30 |
| AVGO Broadcom Inc. | Reduce -2.7% | 1.93% | +0.39 |
| TSLA Tesla Inc. | Reduce -3.4% | 1.79% | +0.54 |
Portfolio Buys Q3 2024 → Q4 2024
| EDV Vanguard Extended Dur Treas | New | 2.31% | +2.31 |
| ACWI iShares MSCI Acwi ETF | New | 0.96% | +0.96 |
| YUMC Yum China Holdings Inc. | New | 0.75% | +0.75 |
| LRCX Lam Research Corp. | New | 0.73% | +0.73 |
| T AT&T Inc. | New | 0.62% | +0.62 |
| UPS United Parcel Service Class B | New | 0.54% | +0.54 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.5% | 0.97% | +0.14 |
| LNG Cheniere Energy Inc. | Add +0.7% | 0.93% | +0.12 |
| AAPL Apple Inc. | Add +0.5% | 3.57% | +0.12 |
| V Visa Inc. Class A | Add +1.1% | 1.02% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.92% | +0.08 |
| C Citigroup Inc. | Add +0.0% | 0.93% | +0.07 |
| BYLD iShares Yield Optimized Bond | Add +1566.4% | 0.21% | +0.06 |
| BAC Bank of America Corp. | Add +0.1% | 0.92% | +0.05 |
| GILD Gilead Sciences Inc. | Add +0.4% | 0.83% | +0.05 |
| MA Mastercard Inc. Class A | Add +1.0% | 0.90% | +0.03 |
| EQIX Equinix Inc. | Add +1.2% | 0.79% | +0.02 |
| XDJA Innovator US Eq Accelerate-J | Add +178.3% | 0.38% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +470.3% | 0.28% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3255.3% | 0.12% | +0.00 |
| PNC PNC Financial Services Group | Add +0.2% | 0.87% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.7% | 0.81% | −0.00 |
| SMMD iShares Russell 2500 ETF | Add +364.8% | 0.14% | −0.00 |
| DE Deere & Co. | Add +2.1% | 0.67% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +307.9% | 0.49% | −0.02 |
| EOG EOG Resources Inc. | Add +1.9% | 0.69% | −0.02 |
| EFA iShares MSCI Eafe ETF | Add +0.7% | 0.24% | −0.03 |
| DELL Dell Technologies -C | Add +2.1% | 0.80% | −0.04 |
| SHEL Shell PLC-ADR | Add +2.6% | 0.65% | −0.05 |
| MCD McDonald's Corp. | Add +3.1% | 0.72% | −0.05 |
| PRU Prudential Financial Inc. | Add +0.6% | 0.81% | −0.05 |
| UBS UBS Group AG-Reg | Add +0.4% | 0.89% | −0.05 |
| FLJP Franklin Ftse Japan ETF | Add +2.4% | 0.65% | −0.05 |
| BDX Becton Dickinson and Co. | Add +1.2% | 0.58% | −0.06 |
| HD Home Depot Inc. | Add +1.1% | 0.80% | −0.06 |
| WCN Waste Connections Inc. | Add +1.1% | 0.81% | −0.06 |
| XSVM Invesco S&P Smallcap Value W | Add +1.7% | 1.91% | −0.07 |
| D Dominion Energy Inc. | Add +1.6% | 0.68% | −0.07 |
| CB Chubb Ltd. | Add +0.6% | 0.87% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 1.29% | −0.07 |
| JNJ Johnson & Johnson | Add +2.8% | 0.62% | −0.08 |
| MMM 3M Co. | Add +0.9% | 0.91% | −0.09 |
| FE Firstenergy Corp. | Add +2.0% | 0.66% | −0.09 |
| IAU iShares Gold Trust | Add +9.8% | 1.67% | −0.09 |
| ICE Intercontinental Exchange Inc. | Add +0.6% | 0.81% | −0.10 |
| PBR Petroleo Brasileiro-Spon ADR | Add +2.1% | 0.67% | −0.10 |
| SCCO Southern Copper Corp. | Add +11.6% | 0.55% | −0.10 |
| TGT Target Corp. | Add +2.1% | 0.66% | −0.12 |
| SHW The Sherwin-Williams Co. | Add +0.7% | 0.73% | −0.12 |
| ADBE Adobe Inc. | Add +2.0% | 0.63% | −0.12 |
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 |