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Altman Advisors, Inc.13F | |
Altman Advisors, Inc. | |
Last update 2025-05-02 | 94 Stocks (7 new) |
Value $217.00 Mil | Turnover 11 % |
Altman Advisors, Inc. Top Holdings of 2025-03-31
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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 | +13.29% | +25.00% | 6,923.7 | ||
AAPL | Apple Inc | 34,072 | 7,240.3 | +1.84% | 3.340 | +0.06% | 0.000 | +10.56% | -14.63% | 3,185,527.9 | Hardware | |
AMZN | Amazon.com Inc | 34,071 | 6,283.3 | +0.45% | 2.900 | +0.01% | 0.000 | +36.87% | +4.39% | 2,431,303.9 | Retail - Cyclical | |
MSFT | Microsoft Corp | 15,217 | 6,014.8 | +2.54% | 2.770 | +0.07% | 0.000 | +42.37% | +21.54% | 3,793,124.4 | Software | |
NVDA | NVIDIA Corp | 52,927 | 5,764.8 | +3.01% | 2.660 | +0.08% | 0.000 | +78.06% | +28.51% | 4,207,943.7 | Semiconductors | |
GOOGL | Alphabet Inc | 35,254 | 5,598.4 | +35.21% | 2.580 | +0.67% | 0.000 | +28.61% | +0.44% | 2,306,704.3 | Interactive Media | |
IEF | iShares 7-10 Year Treasury Bond ETF | 56,837 | 5,460.3 | New Holding | 2.520 | +2.52% | 0.020 | +1.68% | +4.54% | 34,982.6 | ||
IAU | iShares Gold Trust | 85,133 | 4,661.7 | -3.03% | 2.150 | -0.05% | 0.010 | -0.94% | +29.24% | 48,339.4 | ||
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 | +17.85% | -0.58% | 582.6 | ||
WMT | Walmart Inc | 37,428 | 3,639.8 | -1.08% | 1.680 | -0.02% | 0.000 | +4.11% | +6.77% | 765,919.0 | Retail - Defensive |
Altman Advisors, Inc.'s Historical Top Holdings Breakdowns
Altman Advisors, Inc.'s Top Stock Picks
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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 | $50.81 | 5.79% | 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 | $94.77 | 1.29% | 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 | $64.41 | -6.86% | Sold Out | 0 | -80,171 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +1.01% | 63.17 ($72.04) 81.49 | $91.03 | 26.36% | 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 | $130.55 | 8.96% | Sold Out | 0 | -19,190 | |
IEUR | iShares Core MSCI Europe ETF | 2025-03-31 | Add Add | +0.93% | 53.69 ($58.75) 62.68 | $66.16 | 12.61% | 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 | $103.25 | -9.38% | Sold Out | 0 | -16,087 | |
DELL | Dell Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.80% | 90.34 ($105.78) 124.66 | $130.23 | 23.11% | Sold Out | 0 | -16,313 | |
TXT | Textron Inc | 2025-03-31 | Sold Out Sold Out | -0.73% | 70.19 ($74.84) 81.2 | $85.08 | 13.68% | Sold Out | 0 | -22,417 |
Altman Advisors, Inc. Total Holding History ($B)
Altman Advisors, Inc.'s Asset Allocation
Altman Advisors, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Altman Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Altman Advisors, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Altman Advisors, Inc.'s Holdings Heat Map
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Altman Advisors, Inc.'s Holdings Bubble Chart
Altman Advisors, Inc. News
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