AA

Altman Advisors, Inc.

13F
Altman Advisors, Inc.
Last update 2025-05-02 94 Stocks (7 new)
Value $217.00 Mil Turnover 11 %
Countries:
Top Holdings: IEUR(6.30%)AAPL(3.34%)AMZN(2.90%)MSFT(2.77%)NVDA(2.66%)
Summary Stock Picks Current Portfolio
Altman Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEUR
iShares Core MSCI Europe ETF
218,474
13,667.7
+17.28%
6.300
+0.93%
0.230
+9.80%
+21.82%
6,878.7
 
AAPL
Apple Inc
34,072
7,240.3
+1.84%
3.340
+0.06%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
AMZN
Amazon.com Inc
34,071
6,283.3
+0.45%
2.900
+0.01%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
MSFT
Microsoft Corp
15,217
6,014.8
+2.54%
2.770
+0.07%
0.000
+38.94%
+21.47%
3,790,969.0
Software
NVDA
NVIDIA Corp
52,927
5,764.8
+3.01%
2.660
+0.08%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
GOOGL
Alphabet Inc
35,254
5,598.4
+35.21%
2.580
+0.67%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
IEF
iShares 7-10 Year Treasury Bond ETF
56,837
5,460.3
New Holding
2.520
+2.52%
0.020
-0.30%
+2.11%
34,824.0
 
IAU
iShares Gold Trust
85,133
4,661.7
-3.03%
2.150
-0.05%
0.010
+0.80%
+27.51%
47,693.5
 
XSVM
Invesco S&P SmallCap Value with Momentum ETF
Invesco S&P SmallCap Value with Momentum ETF
85,074
4,122.7
+3.57%
1.900
+0.07%
0.730
+14.61%
-2.53%
578.8
 
WMT
Walmart Inc
37,428
3,639.8
-1.08%
1.680
-0.02%
0.000
+2.21%
+5.75%
758,538.7
Retail - Defensive

Altman Advisors, Inc.'s Historical Top Holdings Breakdowns

Altman Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNOV
FT Vest U.S. Equity Buffer ETF - November
FT Vest U.S. Equity Buffer ETF - November
2025-03-31
Reduce
Reduce
-5.87%
●
46.06 ($48.03) 49.32
$50.67
5.50%
Reduce -75.24%
100,891
-306,589
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+2.52%
●
91.17 ($93.56) 95.39
$94.40
0.90%
New holding
56,837
56,837
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
2025-03-31
Sold Out
Sold Out
-2.31%
●
65.05 ($69.15) 73.43
$63.42
-8.29%
Sold Out
0
-80,171
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+1.01%
●
63.17 ($72.04) 81.49
$90.59
25.75%
New holding
27,040
27,040
ACWI
iShares MSCI ACWI Index Fund
2025-03-31
Sold Out
Sold Out
-0.96%
●
115.16 ($119.81) 124.13
$129.76
8.30%
Sold Out
0
-19,190
IEUR
iShares Core MSCI Europe ETF
2025-03-31
Add
Add
+0.93%
●
53.69 ($58.75) 62.68
$65.76
11.93%
Add 17.28%
218,474
32,189
TIMB
TIM SA
2025-03-31
New Buy
New Buy
+0.91%
●
11.42 ($13.87) 15.65
$18.24
31.51%
New holding
118,664
118,664
PRU
Prudential Financial Inc
2025-03-31
Sold Out
Sold Out
-0.81%
●
105.04 ($113.94) 122.33
$103.27
-9.36%
Sold Out
0
-16,087
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.80%
●
90.34 ($105.78) 124.66
$131.24
24.07%
Sold Out
0
-16,313
TXT
Textron Inc
2025-03-31
Sold Out
Sold Out
-0.73%
●
70.19 ($74.84) 81.2
$85.00
13.58%
Sold Out
0
-22,417

Altman Advisors, Inc. Total Holding History ($B)

To

Altman Advisors, Inc.'s Asset Allocation

To

Altman Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Altman Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Altman Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Altman Advisors, Inc.'s Holdings Heat Map

Size field:

Altman Advisors, Inc.'s Holdings Bubble Chart

Altman Advisors, Inc. News

  • 1

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