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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 | +10.92% | +26.86% | 7,027.0 | ||
AAPL | Apple Inc | 34,072 | 7,240.3 | +1.84% | 3.340 | +0.06% | 0.000 | +3.19% | -14.05% | 3,207,169.9 | Hardware | |
AMZN | Amazon.com Inc | 34,071 | 6,283.3 | +0.45% | 2.900 | +0.01% | 0.000 | +24.26% | +5.65% | 2,460,817.4 | Retail - Cyclical | |
MSFT | Microsoft Corp | 15,217 | 6,014.8 | +2.54% | 2.770 | +0.07% | 0.000 | +32.35% | +21.85% | 3,802,861.1 | Software | |
NVDA | NVIDIA Corp | 52,927 | 5,764.8 | +3.01% | 2.660 | +0.08% | 0.000 | +63.03% | +29.22% | 4,231,238.7 | Semiconductors | |
GOOGL | Alphabet Inc | 35,254 | 5,598.4 | +35.21% | 2.580 | +0.67% | 0.000 | +21.20% | +2.09% | 2,340,828.6 | Interactive Media | |
IEF | iShares 7-10 Year Treasury Bond ETF | 56,837 | 5,460.3 | New Holding | 2.520 | +2.52% | 0.020 | +0.58% | +4.15% | 34,776.7 | ||
IAU | iShares Gold Trust | 85,133 | 4,661.7 | -3.03% | 2.150 | -0.05% | 0.010 | +0.82% | +28.38% | 48,442.6 | ||
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 | +11.14% | -0.73% | 572.1 | ||
WMT | Walmart Inc | 37,428 | 3,639.8 | -1.08% | 1.680 | -0.02% | 0.000 | +1.27% | +7.72% | 772,704.0 | 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 | $51.06 | 6.31% | 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 | $94.47 | 0.98% | 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 | $64.07 | -7.35% | Sold Out | 0 | -80,171 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +1.01% | 63.17 ($72.04) 81.49 | $91.11 | 26.46% | 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 | $131.83 | 10.03% | Sold Out | 0 | -19,190 | |
IEUR | iShares Core MSCI Europe ETF | 2025-03-31 | Add Add | +0.93% | 53.69 ($58.75) 62.68 | $67.17 | 14.34% | 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 | $18.09 | 30.42% | 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 | $104.52 | -8.27% | Sold Out | 0 | -16,087 | |
DELL | Dell Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.80% | 90.34 ($105.78) 124.66 | $128.82 | 21.78% | Sold Out | 0 | -16,313 | |
TXT | Textron Inc | 2025-03-31 | Sold Out Sold Out | -0.73% | 70.19 ($74.84) 81.2 | $81.25 | 8.57% | Sold Out | 0 | -22,417 |
Altman Advisors, Inc. Total Holding History ($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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