- New Purchases: DFEB, GLD, CRWD, DDOG, LULU, NVDA, ILMN, SPY, SHW, HUBS, DOCU, LEN, LQD, AGG,
- Added Positions: TSLA, KMB, STZ, T, ECL, NFLX, SHOP, AMZN, BDX, V, MASI, COST, DXCM, PG, PETS, JNJ, DPZ, UNH, CME, VZ, AMT, ABBV, UBER, GOOGL, WMT, MSFT, ICE, CSCO, CHGG, ANET, TDOC, EQIX, DLR,
- Reduced Positions: GILD, ZM, TGT, CVS, RMD, PTON, LB, AMD, GIM, AVGO,
- Sold Out: DIS, DGX, LH, ULTA, WBA,
For the details of Altman Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/altman+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Altman Advisors, Inc.- First Trust Exchange-Traded Fund VIII - FT Cboe Ve (DFEB) - 192,459 shares, 4.35% of the total portfolio. New Position
- Amazon.com Inc (AMZN) - 1,436 shares, 3.31% of the total portfolio. Shares added by 1.34%
- Shopify Inc (SHOP) - 4,028 shares, 3.02% of the total portfolio. Shares added by 1.61%
- Advanced Micro Devices Inc (AMD) - 47,227 shares, 2.83% of the total portfolio. Shares reduced by 10.54%
- NextEra Energy Inc (NEE) - 54,400 shares, 2.76% of the total portfolio. Shares added by 0.50%
Altman Advisors, Inc. initiated holding in First Trust Exchange-Traded Fund VIII - FT Cboe Ve. The purchase prices were between $29.91 and $31.46, with an estimated average price of $30.73. The stock is now traded at around $31.67. The impact to a portfolio due to this purchase was 4.35%. The holding were 192,459 shares as of .
New Purchase: SPDR GOLD TRUST (GLD)Altman Advisors, Inc. initiated holding in SPDR GOLD TRUST. The purchase prices were between $166.62 and $193.89, with an estimated average price of $179.71. The stock is now traded at around $175.69. The impact to a portfolio due to this purchase was 1.77%. The holding were 13,654 shares as of .
New Purchase: CrowdStrike Holdings Inc (CRWD)Altman Advisors, Inc. initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $97 and $143.69, with an estimated average price of $116.52. The stock is now traded at around $145.72. The impact to a portfolio due to this purchase was 1.24%. The holding were 12,365 shares as of .
New Purchase: Datadog Inc (DDOG)Altman Advisors, Inc. initiated holding in Datadog Inc. The purchase prices were between $75.28 and $102.16, with an estimated average price of $86.97. The stock is now traded at around $89.09. The impact to a portfolio due to this purchase was 1.12%. The holding were 14,963 shares as of .
New Purchase: Lululemon Athletica Inc (LULU)Altman Advisors, Inc. initiated holding in Lululemon Athletica Inc. The purchase prices were between $294.76 and $398.29, with an estimated average price of $333.7. The stock is now traded at around $345.74. The impact to a portfolio due to this purchase was 0.93%. The holding were 3,872 shares as of .
New Purchase: NVIDIA Corp (NVDA)Altman Advisors, Inc. initiated holding in NVIDIA Corp. The purchase prices were between $381.2 and $573.86, with an estimated average price of $464.8. The stock is now traded at around $523.51. The impact to a portfolio due to this purchase was 0.91%. The holding were 2,298 shares as of .
Added: Tesla Inc (TSLA)Altman Advisors, Inc. added to a holding in Tesla Inc by 259.32%. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $489.61. The impact to a portfolio due to this purchase was 0.96%. The holding were 4,240 shares as of .
Sold Out: The Walt Disney Co (DIS)Altman Advisors, Inc. sold out a holding in The Walt Disney Co. The sale prices were between $112.18 and $135.54, with an estimated average price of $124.91.
Sold Out: Quest Diagnostics Inc (DGX)Altman Advisors, Inc. sold out a holding in Quest Diagnostics Inc. The sale prices were between $107.05 and $130.01, with an estimated average price of $117.98.
Sold Out: Laboratory Corp of America Holdings (LH)Altman Advisors, Inc. sold out a holding in Laboratory Corp of America Holdings. The sale prices were between $167.03 and $201.3, with an estimated average price of $184.13.
Sold Out: Ulta Beauty Inc (ULTA)Altman Advisors, Inc. sold out a holding in Ulta Beauty Inc. The sale prices were between $191.29 and $240.51, with an estimated average price of $215.37.
Sold Out: Walgreens Boots Alliance Inc (WBA)Altman Advisors, Inc. sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $34.67 and $43.16, with an estimated average price of $39.11.
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