Altman Advisors, Inc.

Name: Altman Advisors, Inc. 13F holdings, Q1 2025
Creator: Altman Advisors, Inc.
Published: 2025-05-02

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Altman Advisors, Inc. reported 94 stock positions worth $217.0 million. Its top holding was iShares Core MSCI Europe ETF (IEUR) at 6.3% of the portfolio, followed by Apple (AAPL, 3.3%) and Amazon.com (AMZN, 2.9%). Compared with Q4 2024, it opened 7 new positions, sold out of 9, added to 66 and reduced 18. The biggest buy was a new position in iShares 7-10 Year Treasury B (IEF) and the biggest sale FT Vest US Equity Buffer ETF (FNOV, shares −75%).

Most Recent 13F: Q2 2026
Location: CHICAGO, IL
CIK: 0001731671
Portfolio Value: $217.0M (Q1 2025)
SEC Filing: 0001085146-25-002563 ↗ filed May 2, 2025

Holdings Value

Holdings 94 stocks · $217.0M


IEUR iShares Core MSCI Europe ETF	6.30%	218,474	$13.7M	Add +17.3%
AAPL Apple Inc.	3.34%	34,072	$7.2M	Add +1.8%
AMZN Amazon.com Inc.	2.90%	34,071	$6.3M	Add +0.5%
MSFT Microsoft Corp.	2.77%	15,217	$6.0M	Add +2.5%
NVDA Nvidia Corp.	2.66%	52,927	$5.8M	Add +3.0%
GOOGL Alphabet Inc. Class A	2.58%	35,254	$5.6M	Add +35.2%
IEF iShares 7-10 Year Treasury B	2.52%	56,837	$5.5M	New
IAU iShares Gold Trust	2.15%	85,133	$4.7M	Reduce -3.0%
XSVM Invesco S&P Smallcap Value W	1.90%	85,074	$4.1M	Add +3.6%
WMT Walmart Inc.	1.68%	37,428	$3.6M	Reduce -1.1%
AVGO Broadcom Inc.	1.65%	18,639	$3.6M	Reduce -4.3%
BRK.B Berkshire Hathaway Inc. Class B	1.63%	6,650	$3.5M	Reduce -0.3%
FNOV FT Vest US Equity Buffer ETF	1.63%	100,891	$3.5M	Reduce -75.2%
CBOE Cboe Global Markets Inc.	1.58%	15,431	$3.4M	No change
NFLX Netflix Inc.	1.52%	2,912	$3.3M	Reduce -1.8%
ABBV Abbvie Inc.	1.39%	15,449	$3.0M	Add +1.8%
CRWD CrowdStrike Holdings Inc. Class A	1.33%	6,709	$2.9M	Add +1.3%
FLIN Franklin Ftse India ETF	1.25%	70,718	$2.7M	Add +3.8%
V Visa Inc. Class A	1.23%	7,709	$2.7M	Add +1.4%
TSLA Tesla Inc.	1.19%	9,114	$2.6M	Reduce -12.3%
MUFG Mitsubishi Ufj Finl-Spon ADR	1.16%	198,762	$2.5M	Reduce -0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.12%	10,063	$2.4M	Reduce -2.1%
MCD McDonald's Corp.	1.09%	7,420	$2.4M	Add +27.3%
LNG Cheniere Energy Inc.	1.08%	10,162	$2.3M	Add +0.4%
NVO Novo-Nordisk A/S-Spons ADR	1.08%	35,260	$2.3M	Add +121.0%
META Meta Platforms Inc. Class A	1.08%	4,267	$2.3M	Reduce -36.2%
MMM 3M Co.	1.07%	16,690	$2.3M	Add +0.5%
GILD Gilead Sciences Inc.	1.04%	21,270	$2.3M	Add +1.5%
GS Goldman Sachs Group Inc.	1.04%	4,127	$2.3M	Reduce -1.4%
MFG Mizuho Financial Group-ADR	1.03%	441,330	$2.2M	Add +0.1%
JPM JPMorgan Chase & Co.	1.03%	9,098	$2.2M	Add +0.7%
MA Mastercard Inc. Class A	1.02%	4,045	$2.2M	Add +1.4%
TSM Taiwan Semiconductor-SP ADR	1.02%	13,266	$2.2M	Reduce -1.4%
CEG Constellation Energy	1.02%	9,873	$2.2M	Reduce -0.7%
UBER Uber Technologies Inc.	1.01%	27,040	$2.2M	New
WCN Waste Connections Inc.	1.01%	11,056	$2.2M	Add +0.5%
ORCL Oracle Corp.	0.99%	15,331	$2.2M	Add +0.2%
ICE Intercontinental Exchange Inc.	0.99%	12,790	$2.1M	Add +0.3%
CB Chubb Ltd.	0.99%	7,498	$2.1M	Add +1.7%
C Citigroup Inc.	0.97%	30,852	$2.1M	Reduce -0.4%
UBS UBS Group AG-Reg	0.97%	69,782	$2.1M	Add +1.4%
COST Costco Wholesale Corp.	0.97%	2,110	$2.1M	Add +2.2%
EXPE Expedia Group Inc.	0.96%	13,338	$2.1M	Add +0.5%
ETN Eaton Corp. PLC	0.95%	7,036	$2.1M	Add +1.7%
XOM Exxon Mobil Corp.	0.92%	18,931	$2.0M	Add +1.2%
HUBS HubSpot Inc.	0.92%	3,249	$2.0M	Add +1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.92%	49,795	$2.0M	Add +1.9%
TIMB Tim SA-ADR	0.91%	118,664	$2.0M	New
MS Morgan Stanley	0.90%	16,844	$1.9M	Add +1.9%
ANET Arista Networks Inc.	0.89%	23,481	$1.9M	Add +2.0%
UL Unilever PLC	0.88%	30,061	$1.9M	Add +3.1%
ISRG Intuitive Surgical Inc.	0.87%	3,650	$1.9M	Reduce -27.4%
NVS Novartis AG-Sponsored ADR	0.86%	16,453	$1.9M	Add +3.2%
GD General Dynamics Corp.	0.85%	6,785	$1.8M	Add +3.0%
SHW The Sherwin-Williams Co.	0.84%	5,196	$1.8M	Add +2.8%
T AT&T Inc.	0.84%	66,137	$1.8M	Add +3.4%
AMT American Tower Corp.	0.84%	8,094	$1.8M	Add +3.2%
DE Deere & Co.	0.81%	3,807	$1.8M	Add +2.2%
LRCX Lam Research Corp.	0.81%	24,521	$1.8M	Add +3.1%
O Realty Income Corp.	0.81%	30,285	$1.8M	Add +85.6%
HD Home Depot Inc.	0.81%	4,846	$1.7M	Add +0.7%
EQIX Equinix Inc.	0.80%	2,022	$1.7M	Add +3.3%
PNC PNC Financial Services Group	0.80%	10,810	$1.7M	Add +2.7%
FE Firstenergy Corp.	0.80%	40,350	$1.7M	Add +3.9%
FLJP Franklin Ftse Japan ETF	0.78%	55,300	$1.7M	Add +3.4%
D Dominion Energy Inc.	0.78%	30,928	$1.7M	Add +3.8%
YUMC Yum China Holdings Inc.	0.76%	37,978	$1.6M	Add +3.7%
DAL Delta Air Lines Inc.	0.75%	39,231	$1.6M	Add +1.3%
SPYV SS SPDR P S&P 500 Value ETF	0.75%	129,936	$1.6M	Add +47.8%
JNJ Johnson & Johnson	0.75%	10,351	$1.6M	Add +3.7%
SHEL Shell PLC-ADR	0.74%	25,004	$1.6M	Add +3.5%
LLY Eli Lilly & Co.	0.71%	1,721	$1.5M	Add +155.0%
NEE Nextera Energy Inc.	0.70%	22,872	$1.5M	Add +4.4%
EOG EOG Resources Inc.	0.70%	13,722	$1.5M	Add +4.0%
BABA Alibaba Group Holding-SP ADR	0.67%	12,128	$1.4M	New
PBR Petroleo Brasileiro-Spon ADR	0.66%	126,896	$1.4M	Add +4.2%
ZTS Zoetis Inc.	0.66%	9,150	$1.4M	Add +1.4%
UNH Unitedhealth Group Inc.	0.61%	3,232	$1.3M	Add +4.2%
SCCO Southern Copper Corp.	0.60%	14,468	$1.3M	Add +2.7%
TMO Thermo Fisher Scientific Inc.	0.59%	3,002	$1.3M	Add +5.0%
BDX Becton Dickinson and Co.	0.59%	6,191	$1.3M	Add +2.7%
TGT Target Corp.	0.55%	12,318	$1.2M	Add +7.1%
SPYG SS SPDR P S&P 500 Growth ETF	0.48%	73,182	$1.0M	Add +74.8%
AMD Advanced Micro Devices	0.45%	9,957	$969K	Add +6.4%
IBIT iShares Bitcoin Trust ETF	0.34%	13,821	$740K	New
EFA iShares MSCI Eafe ETF	0.29%	7,478	$634K	Add +1.5%
BYLD iShares Yield Optimized Bond	0.24%	256,591	$527K	Add +1.6%
XEFRX Eaton Vance Sr FLTG Rate TR	0.24%	53,144	$511K	Reduce -33.7%
SMMD iShares Russell 2500 ETF	0.14%	21,160	$305K	Reduce -6.2%
CMCSA Comcast Corp. Class A	0.12%	7,872	$269K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.11%	421	$233K	Reduce -97.2%
BKNG Booking Holdings Inc.	0.11%	45	$229K	New
SSO Proshares Ultra S&P500	0.10%	2,792	$222K	No change
SO The Southern Co.	0.09%	2,200	$202K	New

Portfolio Sells Q4 2024 → Q1 2025


FNOV FT Vest US Equity Buffer ETF	Reduce -75.2%	1.63%	−6.16
EDV Vanguard Extended Dur Treas	Sold out	0.00%	−2.31
ACWI iShares MSCI Acwi ETF	Sold out	0.00%	−0.96
PRU Prudential Financial Inc.	Sold out	0.00%	−0.81
DELL Dell Technologies -C	Sold out	0.00%	−0.80
TXT Textron Inc.	Sold out	0.00%	−0.73
ADBE Adobe Inc.	Sold out	0.00%	−0.63
TSLA Tesla Inc.	Reduce -12.3%	1.19%	−0.60
META Meta Platforms Inc. Class A	Reduce -36.2%	1.08%	−0.59
UPS United Parcel Service Class B	Sold out	0.00%	−0.54
XDJA Innovator US Eq Accelerate-J	Sold out	0.00%	−0.38
AVGO Broadcom Inc.	Reduce -4.3%	1.65%	−0.27
ISRG Intuitive Surgical Inc.	Reduce -27.4%	0.87%	−0.25
BUD Anheuser-Busch Inbev-SPN ADR	Sold out	0.00%	−0.25
XEFRX Eaton Vance Sr FLTG Rate TR	Reduce -33.7%	0.24%	−0.14
TSM Taiwan Semiconductor-SP ADR	Reduce -1.4%	1.02%	−0.11
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -97.2%	0.11%	−0.01
SMMD iShares Russell 2500 ETF	Reduce -6.2%	0.14%	−0.00
GS Goldman Sachs Group Inc.	Reduce -1.4%	1.04%	+0.02
C Citigroup Inc.	Reduce -0.4%	0.97%	+0.04
CEG Constellation Energy	Reduce -0.7%	1.02%	+0.07
MUFG Mitsubishi Ufj Finl-Spon ADR	Reduce -0.9%	1.16%	+0.16
IBM Intl Business Machines Corp.	Reduce -2.1%	1.12%	+0.16
WMT Walmart Inc.	Reduce -1.1%	1.68%	+0.22
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.3%	1.63%	+0.35
NFLX Netflix Inc.	Reduce -1.8%	1.52%	+0.39
IAU iShares Gold Trust	Reduce -3.0%	2.15%	+0.47

Portfolio Buys Q4 2024 → Q1 2025


IEF iShares 7-10 Year Treasury B	New	2.52%	+2.52
IEUR iShares Core MSCI Europe ETF	Add +17.3%	6.30%	+2.01
UBER Uber Technologies Inc.	New	1.01%	+1.01
TIMB Tim SA-ADR	New	0.91%	+0.91
BABA Alibaba Group Holding-SP ADR	New	0.67%	+0.67
NVO Novo-Nordisk A/S-Spons ADR	Add +121.0%	1.08%	+0.49
LLY Eli Lilly & Co.	Add +155.0%	0.71%	+0.49
GOOGL Alphabet Inc. Class A	Add +35.2%	2.58%	+0.48
O Realty Income Corp.	Add +85.6%	0.81%	+0.44
MCD McDonald's Corp.	Add +27.3%	1.09%	+0.37
CRWD CrowdStrike Holdings Inc. Class A	Add +1.3%	1.33%	+0.36
IBIT iShares Bitcoin Trust ETF	New	0.34%	+0.34
SPYV SS SPDR P S&P 500 Value ETF	Add +47.8%	0.75%	+0.26
ABBV Abbvie Inc.	Add +1.8%	1.39%	+0.24
AMT American Tower Corp.	Add +3.2%	0.84%	+0.23
T AT&T Inc.	Add +3.4%	0.84%	+0.22
GILD Gilead Sciences Inc.	Add +1.5%	1.04%	+0.22
SPYG SS SPDR P S&P 500 Growth ETF	Add +74.8%	0.48%	+0.21
V Visa Inc. Class A	Add +1.4%	1.23%	+0.20
WCN Waste Connections Inc.	Add +0.5%	1.01%	+0.20
NVS Novartis AG-Sponsored ADR	Add +3.2%	0.86%	+0.20
ICE Intercontinental Exchange Inc.	Add +0.3%	0.99%	+0.18
UL Unilever PLC	Add +3.1%	0.88%	+0.18
COST Costco Wholesale Corp.	Add +2.2%	0.97%	+0.16
LNG Cheniere Energy Inc.	Add +0.4%	1.08%	+0.16
MMM 3M Co.	Add +0.5%	1.07%	+0.15
FLIN Franklin Ftse India ETF	Add +3.8%	1.25%	+0.15
DE Deere & Co.	Add +2.2%	0.81%	+0.14
FE Firstenergy Corp.	Add +3.9%	0.80%	+0.14
JNJ Johnson & Johnson	Add +3.7%	0.75%	+0.13
FLJP Franklin Ftse Japan ETF	Add +3.4%	0.78%	+0.13
MA Mastercard Inc. Class A	Add +1.4%	1.02%	+0.13
CB Chubb Ltd.	Add +1.7%	0.99%	+0.12
SHW The Sherwin-Williams Co.	Add +2.8%	0.84%	+0.11
GD General Dynamics Corp.	Add +3.0%	0.85%	+0.11
MFG Mizuho Financial Group-ADR	Add +0.1%	1.03%	+0.11
BKNG Booking Holdings Inc.	New	0.11%	+0.11
MSFT Microsoft Corp.	Add +2.5%	2.77%	+0.10
JPM JPMorgan Chase & Co.	Add +0.7%	1.03%	+0.10
SHEL Shell PLC-ADR	Add +3.5%	0.74%	+0.10
SO The Southern Co.	New	0.09%	+0.09
D Dominion Energy Inc.	Add +3.8%	0.78%	+0.09
UBS UBS Group AG-Reg	Add +1.4%	0.97%	+0.08
LRCX Lam Research Corp.	Add +3.1%	0.81%	+0.08
XOM Exxon Mobil Corp.	Add +1.2%	0.92%	+0.06
EFA iShares MSCI Eafe ETF	Add +1.5%	0.29%	+0.05
SCCO Southern Copper Corp.	Add +2.7%	0.60%	+0.05
NEE Nextera Energy Inc.	Add +4.4%	0.70%	+0.04
ZTS Zoetis Inc.	Add +1.4%	0.66%	+0.03
BYLD iShares Yield Optimized Bond	Add +1.6%	0.24%	+0.03

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