Altman Advisors, Inc. Top Holdings and 13F Report (2025) About Altman Advisors, Inc.Investment ActivityAltman Advisors, Inc. has $244.80 million in total holdings as of June 30, 2025.Altman Advisors, Inc. owns shares of 96 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 5.68% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Altman Advisors, Inc. has purchased 94 new stocks and bought additional shares in 75 stocks.Altman Advisors, Inc. sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core MSCI Europe ETF $15,137,976NVIDIA $10,167,934Amazon.com $7,661,351Microsoft $7,554,657Apple $7,300,204 Largest New Holdings this Quarter 90138F102 - Twilio $2,422,089 Holding192446102 - Cognizant Technology Solutions $1,917,609 Holding46641Q761 - JPMorgan U.S. Quality Factor ETF $990,471 Holding25434V831 - Dimensional US High Profitability ETF $761,508 Holding922908363 - Vanguard S&P 500 ETF $643,851 Holding Largest Purchases this Quarter Twilio 20,661 shares (about $2.42M)NVIDIA 13,400 shares (about $2.05M)Cognizant Technology Solutions 23,839 shares (about $1.92M)JPMorgan U.S. Quality Factor ETF 16,453 shares (about $990.47K)Dimensional US High Profitability ETF 21,289 shares (about $761.51K) Largest Sales this Quarter The Goldman Sachs Group 1,251 shares (about $883.63K)Visa 223 shares (about $79.27K)International Business Machines 168 shares (about $48.92K)Oracle 114 shares (about $24.96K)iShares MSCI EAFE ETF 238 shares (about $21.24K) 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$15,137,976$681,551 ▲4.7%228,7746.2%ETFNVDANVIDIA$10,167,934$2,054,221 ▲25.3%66,3274.2%Computer and TechnologyAMZNAmazon.com$7,661,351$150,132 ▲2.0%34,7523.1%Retail/WholesaleMSFTMicrosoft$7,554,657$66,921 ▲0.9%15,3533.1%Computer and TechnologyAAPLApple$7,300,204$219,455 ▲3.1%35,1283.0%Computer and TechnologyGOOGLAlphabet$6,302,133$103,043 ▲1.7%35,8402.6%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$5,631,639$215,641 ▲4.0%59,1002.3%ETFAVGOBroadcom$4,921,330$13,237 ▼-0.3%18,5892.0%Computer and TechnologyIAUiShares Gold Trust$4,700,960$17,659 ▲0.4%85,4541.9%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$4,660,925$126,481 ▲2.8%87,4471.9%MiscellaneousFNOVFT Vest U.S. Equity Buffer ETF - November$4,423,781$526,848 ▲13.5%114,5311.8%ETFNFLXNetflix$3,796,716$29,753 ▲0.8%2,9351.6%Consumer DiscretionaryWMTWalmart$3,696,170$19,255 ▲0.5%37,6241.5%Retail/WholesaleCBOECboe Global Markets$3,579,9920.0%15,4311.5%Financial ServicesCRWDCrowdStrike$3,334,266$32,969 ▲1.0%6,7761.4%Computer and TechnologyORCLOracle$3,331,863$24,961 ▼-0.7%15,2171.4%Computer and TechnologyBRK.BBerkshire Hathaway$3,284,793$28,887 ▲0.9%6,7091.3%FinanceMETAMeta Platforms$3,094,804$25,892 ▲0.8%4,3031.3%Computer and TechnologyCEGConstellation Energy$3,069,480$29,254 ▲1.0%9,9681.3%EnergyABBVAbbVie$3,000,026$64,788 ▲2.2%15,7901.2%MedicalTSMTaiwan Semiconductor Manufacturing$2,969,472$11,234 ▼-0.4%13,2161.2%Computer and TechnologyFLINFranklin FTSE India ETF$2,890,154$62,849 ▲2.2%72,2901.2%ETFIBMInternational Business Machines$2,881,439$48,922 ▼-1.7%9,8951.2%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$2,758,118$29,121 ▲1.1%200,8831.1%FinanceTSLATesla$2,753,902$13,231 ▲0.5%9,1581.1%Auto/Tires/TrucksCCitigroup$2,672,553$10,956 ▲0.4%30,9791.1%Financial ServicesJPMJPMorgan Chase & Co.$2,661,726$19,458 ▲0.7%9,1651.1%FinanceVVisa$2,661,017$79,269 ▼-2.9%7,4861.1%Business ServicesMMM3M$2,594,621$27,532 ▲1.1%16,8691.1%Multi-Sector ConglomeratesNVONovo Nordisk A/S$2,542,844$80,991 ▲3.3%36,4201.0%MedicalMFGMizuho Financial Group$2,528,393$48,118 ▲1.9%449,8921.0%FinanceUBERUber Technologies$2,526,850$35,654 ▲1.4%27,4271.0%Computer and TechnologyETNEaton$2,523,428$25,209 ▲1.0%7,1071.0%IndustrialsGILDGilead Sciences$2,456,476$79,998 ▲3.4%21,9861.0%MedicalTIMBTIM$2,436,299$35,726 ▲1.5%120,4301.0%Computer and TechnologyUBSUBS Group$2,425,543$68,992 ▲2.9%71,8251.0%FinanceTWLOTwilio$2,422,089$2,422,089 ▲New Holding20,6611.0%Computer and TechnologyCHENIERE ENERGY INC$2,408,925$10,385 ▲0.4%10,2061.0%COM NEWBACBank of America$2,404,933$7,319 ▲0.3%49,9471.0%FinanceMSMorgan Stanley$2,401,381$25,251 ▲1.1%17,0231.0%FinanceLAM RESEARCH CORP$2,398,578$24,687 ▲1.0%24,7761.0%COM NEWEXPEExpedia Group$2,358,949$37,593 ▲1.6%13,5541.0%Retail/WholesaleARISTA NETWORKS INC$2,356,234$33,728 ▲1.5%23,8221.0%COM SHSICEIntercontinental Exchange$2,355,678$29,644 ▲1.3%12,9531.0%FinanceMAMastercard$2,292,375$8,469 ▲0.4%4,0600.9%Business ServicesMCDMcDonald's$2,264,196$56,821 ▲2.6%7,6110.9%Retail/WholesaleCBChubb$2,185,911$14,480 ▲0.7%7,5480.9%FinanceWCNWaste Connections$2,121,220$66,172 ▲3.2%11,4120.9%Business ServicesPNCThe PNC Financial Services Group$2,116,411$35,232 ▲1.7%10,9930.9%FinanceCOSTCostco Wholesale$2,111,402$30,571 ▲1.5%2,1410.9%Retail/WholesaleXOMExxon Mobil$2,093,694$25,671 ▲1.2%19,1660.9%EnergyNVSNovartis$2,092,700$67,336 ▲3.3%17,0000.9%MedicalGDGeneral Dynamics$2,033,409$35,917 ▲1.8%6,9070.8%AerospaceGSThe Goldman Sachs Group$2,031,441$883,634 ▼-30.3%2,8760.8%FinanceISRGIntuitive Surgical$1,996,481$32,817 ▲1.7%3,7110.8%MedicalDEDeere & Company$1,961,830$26,436 ▲1.4%3,8590.8%IndustrialsTAT&T$1,945,588$35,551 ▲1.9%67,3680.8%Computer and TechnologyCTSHCognizant Technology Solutions$1,917,609$1,917,609 ▲New Holding23,8390.8%Computer and TechnologyULUnilever$1,910,571$62,403 ▲3.4%31,0760.8%Consumer StaplesSHWSherwin-Williams$1,877,405$31,266 ▲1.7%5,2840.8%Basic MaterialsAMTAmerican Tower$1,858,636$41,752 ▲2.3%8,2800.8%FinanceSHELShell$1,850,732$70,692 ▲4.0%25,9970.8%EnergyHDHome Depot$1,846,177$37,692 ▲2.1%4,9470.8%Retail/WholesaleHUBSHubSpot$1,844,843$32,356 ▲1.8%3,3070.8%Computer and TechnologyFLJPFranklin FTSE Japan ETF$1,835,527$68,139 ▲3.9%57,4320.7%ETFDDominion Energy$1,815,595$32,573 ▲1.8%31,4930.7%UtilitiesORealty Income$1,796,119$45,662 ▲2.6%31,0750.7%FinanceYUMCYum China$1,776,358$41,523 ▲2.4%38,8870.7%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$1,737,717$38,193 ▲2.2%132,8560.7%ETFNEENextEra Energy$1,713,081$42,082 ▲2.5%23,4480.7%UtilitiesEOGEOG Resources$1,700,884$37,932 ▲2.3%14,0350.7%EnergyFEFirstEnergy$1,663,955$34,606 ▲2.1%41,2070.7%UtilitiesJNJJohnson & Johnson$1,655,762$41,788 ▲2.6%10,6190.7%MedicalPBRPetroleo Brasileiro S.A.- Petrobras$1,648,381$50,763 ▲3.2%130,9280.7%EnergyEQIXEquinix$1,635,431$27,045 ▲1.7%2,0560.7%FinanceSCCOSouthern Copper$1,517,206$40,023 ▲2.7%14,8600.6%Basic MaterialsZTSZoetis$1,465,011$8,437 ▲0.6%9,2030.6%MedicalBABAAlibaba Group$1,432,147$49,919 ▲3.6%12,5660.6%Retail/WholesaleLLYEli Lilly and Company$1,389,637$54,313 ▲4.1%1,7910.6%MedicalAMDAdvanced Micro Devices$1,380,836$25,589 ▲1.9%10,1450.6%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,164,503$151,358 ▲14.9%84,1150.5%ETFJQUAJPMorgan U.S. Quality Factor ETF$990,471$990,471 ▲New Holding16,4530.4%ETFISHARES BITCOIN TRUST ETF$827,0490.0%13,8210.3%SHS BEN INTDUHPDimensional US High Profitability ETF$761,508$761,508 ▲New Holding21,2890.3%ETFEFAiShares MSCI EAFE ETF$646,102$21,239 ▼-3.2%7,2400.3%FinanceVOOVanguard S&P 500 ETF$643,851$643,851 ▲New Holding1,1340.3%ETFEFREaton Vance Senior Floating-Rate Trust$553,811$27,530 ▲5.2%55,9240.2%Financial ServicesBYLDiShares Yield Optimized Bond ETF$536,323$4,500 ▲0.8%258,7620.2%ETFSMMDiShares Russell 2500 ETF$322,333$16,190 ▲5.3%22,2790.1%ETFCMCSAComcast$285,9900.0%7,8720.1%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$282,672$282,672 ▲New Holding4,4670.1%ManufacturingSSOProShares Ultra S&P500$266,226$6,246 ▼-2.3%2,7280.1%ETFSPYSPDR S&P 500 ETF Trust$259,262$617 ▼-0.2%4200.1%FinanceBKNGBooking$257,8830.0%450.1%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$247,063$247,063 ▲New Holding5,1120.1%FinanceSOSouthern$203,0600.0%2,2000.1%UtilitiesDALDelta Air Lines$0$1,633,173 ▼-100.0%00.0%TransportationUNHUnitedHealth Group$0$1,329,896 ▼-100.0%00.0%MedicalTMOThermo Fisher Scientific$0$1,287,875 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$1,282,140 ▼-100.0%00.0%MedicalShowing 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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