Altman Advisors, Inc. Top Holdings and 13F Report (2025) About Altman Advisors, Inc.Investment ActivityAltman Advisors, Inc. has $217.01 million in total holdings as of March 31, 2025.Altman Advisors, Inc. owns shares of 94 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 10.59% of the portfolio was purchased this quarter.About 18.23% of the portfolio was sold this quarter.This quarter, Altman Advisors, Inc. has purchased 96 new stocks and bought additional shares in 66 stocks.Altman Advisors, Inc. sold shares of 18 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core MSCI Europe ETF $13,667,733Apple $7,240,246Amazon.com $6,283,311Microsoft $6,014,833NVIDIA $5,764,812 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $5,460,331 Holding90353T100 - Uber Technologies $2,190,510 Holding88706T108 - TIM $1,979,316 Holding01609W102 - Alibaba Group $1,448,447 Holding46438F101 - ISHARES BITCOIN TRUST ETF $739,562 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 56,837 shares (about $5.46M)Uber Technologies 27,040 shares (about $2.19M)iShares Core MSCI Europe ETF 32,189 shares (about $2.01M)TIM 118,664 shares (about $1.98M)Alphabet 9,180 shares (about $1.46M) Largest Sales this Quarter FT Vest U.S. Equity Buffer ETF - November 306,589 shares (about $10.78M)SPDR S&P 500 ETF Trust 14,678 shares (about $8.13M)Meta Platforms 2,425 shares (about $1.33M)Intuitive Surgical 1,379 shares (about $711.29K)Tesla 1,275 shares (about $359.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltman Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEURiShares Core MSCI Europe ETF$13,667,733$2,013,744 ▲17.3%218,4746.3%ETFAAPLApple$7,240,246$131,112 ▲1.8%34,0723.3%Computer and TechnologyAMZNAmazon.com$6,283,311$28,032 ▲0.4%34,0712.9%Retail/WholesaleMSFTMicrosoft$6,014,833$149,017 ▲2.5%15,2172.8%Computer and TechnologyNVDANVIDIA$5,764,812$168,390 ▲3.0%52,9272.7%Computer and TechnologyGOOGLAlphabet$5,598,354$1,457,789 ▲35.2%35,2542.6%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$5,460,331$5,460,331 ▲New Holding56,8372.5%ETFIAUiShares Gold Trust$4,661,679$145,819 ▼-3.0%85,1332.1%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$4,122,686$142,182 ▲3.6%85,0741.9%MiscellaneousWMTWalmart$3,639,853$39,775 ▼-1.1%37,4281.7%Retail/WholesaleAVGOBroadcom$3,587,499$161,485 ▼-4.3%18,6391.7%Computer and TechnologyBRK.BBerkshire Hathaway$3,546,113$9,065 ▼-0.3%6,6501.6%FinanceFNOVFT Vest U.S. Equity Buffer ETF - November$3,546,113$10,775,978 ▼-75.2%100,8911.6%ETFCBOECboe Global Markets$3,422,5960.0%15,4311.6%Financial ServicesNFLXNetflix$3,295,569$58,849 ▼-1.8%2,9121.5%Consumer DiscretionaryABBVAbbVie$3,014,162$53,459 ▲1.8%15,4491.4%MedicalCRWDCrowdStrike$2,877,289$36,883 ▲1.3%6,7091.3%Computer and TechnologyFLINFranklin FTSE India ETF$2,707,085$99,528 ▲3.8%70,7181.2%ETFVVisa$2,663,426$37,314 ▲1.4%7,7091.2%Business ServicesTSLATesla$2,571,606$359,754 ▼-12.3%9,1141.2%Auto/Tires/TrucksMUFGMitsubishi UFJ Financial Group$2,512,347$22,272 ▼-0.9%198,7621.2%FinanceIBMInternational Business Machines$2,433,431$51,991 ▼-2.1%10,0631.1%Computer and TechnologyMCDMcDonald's$2,371,803$508,563 ▲27.3%7,4201.1%Retail/WholesaleCHENIERE ENERGY INC$2,348,439$9,937 ▲0.4%10,1621.1%COM NEWNVONovo Nordisk A/S$2,343,027$1,283,083 ▲121.1%35,2601.1%MedicalMETAMeta Platforms$2,342,583$1,331,325 ▼-36.2%4,2671.1%Computer and TechnologyMMM3M$2,318,408$10,557 ▲0.5%16,6901.1%Multi-Sector ConglomeratesGILDGilead Sciences$2,266,072$33,773 ▲1.5%21,2701.0%MedicalGSThe Goldman Sachs Group$2,259,468$31,207 ▼-1.4%4,1271.0%FinanceMFGMizuho Financial Group$2,228,716$1,975 ▲0.1%441,3301.0%FinanceJPMJPMorgan Chase & Co.$2,225,652$14,922 ▲0.7%9,0981.0%FinanceMAMastercard$2,216,957$31,788 ▲1.5%4,0451.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$2,211,384$31,005 ▼-1.4%13,2661.0%Computer and TechnologyCEGConstellation Energy$2,206,117$14,524 ▼-0.7%9,8731.0%EnergyUBERUber Technologies$2,190,510$2,190,510 ▲New Holding27,0401.0%Computer and TechnologyWCNWaste Connections$2,185,074$9,684 ▲0.4%11,0561.0%Business ServicesORCLOracle$2,157,345$3,518 ▲0.2%15,3311.0%Computer and TechnologyICEIntercontinental Exchange$2,148,372$6,719 ▲0.3%12,7901.0%FinanceCBChubb$2,145,112$36,620 ▲1.7%7,4981.0%FinanceCCitigroup$2,109,639$7,590 ▼-0.4%30,8521.0%FinanceUBSUBS Group$2,109,522$28,658 ▲1.4%69,7821.0%FinanceCOSTCostco Wholesale$2,098,858$44,762 ▲2.2%2,1101.0%Retail/WholesaleEXPEExpedia Group$2,093,137$10,200 ▲0.5%13,3381.0%Retail/WholesaleETNEaton$2,071,319$34,443 ▲1.7%7,0361.0%IndustrialsXOMExxon Mobil$1,999,682$23,767 ▲1.2%18,9310.9%EnergyHUBSHubSpot$1,986,764$28,741 ▲1.5%3,2490.9%Computer and TechnologyBACBank of America$1,985,840$36,092 ▲1.9%49,7950.9%FinanceTIMBTIM$1,979,316$1,979,316 ▲New Holding118,6640.9%Computer and TechnologyMSMorgan Stanley$1,944,077$36,241 ▲1.9%16,8440.9%FinanceARISTA NETWORKS INC$1,931,782$38,749 ▲2.0%23,4810.9%COM SHSULUnilever$1,910,381$56,687 ▲3.1%30,0610.9%Consumer StaplesISRGIntuitive Surgical$1,882,670$711,288 ▼-27.4%3,6500.9%MedicalNVSNovartis$1,867,251$57,766 ▲3.2%16,4530.9%MedicalGDGeneral Dynamics$1,846,441$54,155 ▲3.0%6,7850.9%AerospaceSHWSherwin-Williams$1,833,772$50,468 ▲2.8%5,1960.8%Basic MaterialsTAT&T$1,831,995$60,663 ▲3.4%66,1370.8%Computer and TechnologyAMTAmerican Tower$1,824,493$56,804 ▲3.2%8,0940.8%FinanceDEDeere & Company$1,764,831$37,550 ▲2.2%3,8070.8%IndustrialsLAM RESEARCH CORP$1,757,430$53,108 ▲3.1%24,5210.8%COM NEWORealty Income$1,752,317$808,259 ▲85.6%30,2850.8%FinanceHDHome Depot$1,747,071$12,258 ▲0.7%4,8460.8%Retail/WholesaleEQIXEquinix$1,740,567$55,092 ▲3.3%2,0220.8%FinancePNCThe PNC Financial Services Group$1,737,072$45,154 ▲2.7%10,8100.8%FinanceFEFirstEnergy$1,730,208$65,178 ▲3.9%40,3500.8%UtilitiesFLJPFranklin FTSE Japan ETF$1,689,968$56,230 ▲3.4%55,3000.8%ETFDDominion Energy$1,681,867$61,558 ▲3.8%30,9280.8%UtilitiesYUMCYum China$1,644,827$58,598 ▲3.7%37,9780.8%Retail/WholesaleDALDelta Air Lines$1,633,173$20,232 ▲1.3%39,2310.8%TransportationSPYVSPDR Portfolio S&P 500 Value ETF$1,620,773$524,479 ▲47.8%129,9360.7%ETFJNJJohnson & Johnson$1,618,001$57,367 ▲3.7%10,3510.7%MedicalSHELShell$1,612,248$54,034 ▲3.5%25,0040.7%EnergyLLYEli Lilly and Company$1,547,093$940,302 ▲155.0%1,7210.7%MedicalNEENextEra Energy$1,529,708$65,009 ▲4.4%22,8720.7%UtilitiesEOGEOG Resources$1,513,932$57,702 ▲4.0%13,7220.7%EnergyBABAAlibaba Group$1,448,447$1,448,447 ▲New Holding12,1280.7%Retail/WholesalePBRPetróleo Brasileiro S.A. - Petrobras$1,432,654$57,929 ▲4.2%126,8960.7%EnergyZTSZoetis$1,431,041$20,019 ▲1.4%9,1500.7%MedicalUNHUnitedHealth Group$1,329,896$53,081 ▲4.2%3,2320.6%MedicalSCCOSouthern Copper$1,295,175$34,107 ▲2.7%14,4680.6%Basic MaterialsTMOThermo Fisher Scientific$1,287,875$61,777 ▲5.0%3,0020.6%MedicalBDXBecton, Dickinson and Company$1,282,140$33,964 ▲2.7%6,1910.6%MedicalTGTTarget$1,191,139$78,616 ▲7.1%12,3180.5%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$1,046,802$448,076 ▲74.8%73,1820.5%ETFAMDAdvanced Micro Devices$969,314$58,313 ▲6.4%9,9570.4%Computer and TechnologyISHARES BITCOIN TRUST ETF$739,562$739,562 ▲New Holding13,8210.3%SHS BEN INTEFAiShares MSCI EAFE ETF$633,761$9,153 ▲1.5%7,4780.3%FinanceBYLDiShares Yield Optimized Bond ETF$526,927$8,303 ▲1.6%256,5910.2%ETFEFREaton Vance Senior Floating-Rate Trust$510,827$260,095 ▼-33.7%53,1440.2%Financial ServicesSMMDiShares Russell 2500 ETF$305,310$20,287 ▼-6.2%21,1600.1%ETFCMCSAComcast$269,2220.0%7,8720.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$233,326$8,134,820 ▼-97.2%4210.1%FinanceBKNGBooking$229,468$229,468 ▲New Holding450.1%Retail/WholesaleSSOProShares Ultra S&P500$221,6010.0%2,7920.1%ETFSOSouthern$202,158$202,158 ▲New Holding2,2000.1%UtilitiesEDVVanguard Extended Duration Treasury ETF$0$5,429,180 ▼-100.0%00.0%ETFACWIiShares MSCI ACWI ETF$0$2,254,825 ▼-100.0%00.0%ManufacturingPRUPrudential Financial$0$1,906,777 ▼-100.0%00.0%FinanceDELLDell Technologies$0$1,879,910 ▼-100.0%00.0%Computer and TechnologyTXTTextron$0$1,714,678 ▼-100.0%00.0%AerospaceADBEAdobe$0$1,475,448 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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