HoldingsChannel.com
All Stocks Held By Altman Advisors Inc.
As of  12/31/2023, we find all stocks held by Altman Advisors Inc. to be as follows, presented in the table below with each row detailing each Altman Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Altman Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Altman Advisors Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
FIRST TR EXCHNG TRADED FD VI (FNOV) 356,716 -76,519 $15,165
     FNOV356,716-76,519$15,165
ISHARES TR (ACWI) 101,519 +101,519 $10,332
     ACWI101,519+101,519$10,332
ISHARES TR (IEUR) 137,018 +137,018 $7,539
     IEUR137,018+137,018$7,539
ALPHABET INC 40,749 -238 $5,692
     GOOGL40,749-238$5,692
APPLE INC 28,402 +287 $5,468
     AAPL28,402+287$5,468
AMAZON COM INC 34,635 +263 $5,262
     AMZN34,635+263$5,262
MICROSOFT CORP 13,567 -696 $5,102
     MSFT13,567-696$5,102
TESLA INC 14,227 -1,401 $3,535
     TSLA14,227-1,401$3,535
BROADCOM INC 3,090 -414 $3,449
     AVGO3,090-414$3,449
INVESCO EXCHANGE TRADED FD T (XSVM) 57,667 +57,667 $3,124
     XSVM57,667+57,667$3,124
EXXON MOBIL CORP 30,259 +459 $3,025
     XOM30,259+459$3,025
ISHARES GOLD TR (IAU) 76,322 -1,517 $2,979
     IAU76,322-1,517$2,979
CBOE GLOBAL MKTS INC 15,431 UNCH $2,755
     CBOE15,431UNCH$2,755
COSTCO WHSL CORP NEW 3,961 +18 $2,615
     COST3,961+18$2,615
JPMORGAN CHASE & CO 14,079 -840 $2,395
     JPM14,079-840$2,395
CROWDSTRIKE HLDGS INC 9,185 -854 $2,345
     CRWD9,185-854$2,345
BERKSHIRE HATHAWAY INC DEL      $2,323
     BRK.B6,514+22$2,323
META PLATFORMS INC 6,553 +2,267 $2,320
     META6,553+2,267$2,320
ADVANCED MICRO DEVICES INC 15,106 -502 $2,227
     AMD15,106-502$2,227
VISA INC 8,378 -1,249 $2,181
     V8,378-1,249$2,181
ARISTA NETWORKS INC 8,969 -228 $2,112
     ANET8,969-228$2,112
UBS GROUP AG 66,761 -1,721 $2,063
     UBS66,761-1,721$2,063
LAM RESEARCH CORP 2,528 +22 $1,980
     LRCX2,528+22$1,980
EXPEDIA GROUP INC 12,680 -69 $1,925
     EXPE12,680-69$1,925
PETROLEO BRASILEIRO SA PETRO 115,375 +517 $1,843
     PBR115,375+517$1,843
ADOBE INC 3,082 -123 $1,839
     ADBE3,082-123$1,839
COMCAST CORP NEW 41,883 +455 $1,837
     CMCSA41,883+455$1,837
INTUITIVE SURGICAL INC 5,323 -2 $1,796
     ISRG5,323-2$1,796
HUBSPOT INC 3,092 +40 $1,795
     HUBS3,092+40$1,795
ABBVIE INC 11,508 +153 $1,783
     ABBV11,508+153$1,783
ORACLE CORP 16,513 -533 $1,741
     ORCL16,513-533$1,741
CONSTELLATION ENERGY CORP 14,872 -100 $1,738
     CEG14,872-100$1,738
MITSUBISHI UFJ FINL GROUP IN 199,628 +1,705 $1,719
     MUFG199,628+1,705$1,719
TEXTRON INC 21,357 +159 $1,718
     TXT21,357+159$1,718
ANHEUSER BUSCH INBEV SA NV 26,194 +338 $1,693
     BUD26,194+338$1,693
NVIDIA CORPORATION 3,413 +3,413 $1,690
     NVDA3,413+3,413$1,690
DEXCOM INC 13,574 +264 $1,684
     DXCM13,574+264$1,684
INTERNATIONAL BUSINESS MACHS 10,298 -6 $1,684
     IBM10,298-6$1,684
EATON CORP PLC 6,981 +58 $1,681
     ETN6,981+58$1,681
EOG RES INC 13,875 +102 $1,678
     EOG13,875+102$1,678
GENERAL DYNAMICS CORP 6,353 +5 $1,650
     GD6,353+5$1,650
ZOETIS INC 8,284 +91 $1,635
     ZTS8,284+91$1,635
MASTERCARD INCORPORATED 3,829 +42 $1,633
     MA3,829+42$1,633
CHUBB LIMITED 7,136 +26 $1,613
     CB7,136+26$1,613
NOVO NORDISK A S 15,469 +192 $1,600
     NVO15,469+192$1,600
BHP GROUP LTD 23,267 +487 $1,589
     BHP23,267+487$1,589
PRUDENTIAL FINL INC 15,306 +217 $1,587
     PRU15,306+217$1,587
WASTE CONNECTIONS INC 10,572 +94 $1,578
     WCN10,572+94$1,578
INTERCONTINENTAL EXCHANGE IN (ICE) 12,241 +232 $1,572
     ICE12,241+232$1,572
HOME DEPOT INC 4,506 +68 $1,562
     HD4,506+68$1,562
CITIGROUP INC 30,268 +680 $1,557
     C30,268+680$1,557
GILEAD SCIENCES INC 19,191 -132 $1,555
     GILD19,191-132$1,555
DELTA AIR LINES INC DEL 38,004 +519 $1,529
     DAL38,004+519$1,529
CHENIERE ENERGY INC 8,856 +76 $1,512
     LNG8,856+76$1,512
UNITEDHEALTH GROUP INC 2,872 +15 $1,512
     UNH2,872+15$1,512
WALMART INC 9,575 +58 $1,510
     WMT9,575+58$1,510
NOVARTIS AG 14,934 +217 $1,508
     NVS14,934+217$1,508
NETFLIX INC 3,055 +42 $1,487
     NFLX3,055+42$1,487
MIZUHO FINANCIAL GROUP INC 429,268 +6,460 $1,477
     MFG429,268+6,460$1,477
SHELL PLC 22,388 +333 $1,473
     SHEL22,388+333$1,473
NIKE INC 13,552 +245 $1,471
     NKE13,552+245$1,471
SHERWIN WILLIAMS CO 4,709 +4,709 $1,469
     SHW4,709+4,709$1,469
EQUINIX INC 1,787 +36 $1,439
     EQIX1,787+36$1,439
TAIWAN SEMICONDUCTOR MFG LTD 13,614 -1,028 $1,416
     TSM13,614-1,028$1,416
JOHNSON & JOHNSON 8,950 +140 $1,403
     JNJ8,950+140$1,403
EATON VANCE SR FLTNG RTE TR 110,759 +71,823 $1,402
     EFR110,759+71,823$1,402
BP PLC 39,113 +461 $1,385
     BP39,113+461$1,385
AMERICAN TOWER CORP NEW 6,275 -777 $1,355
     AMT6,275-777$1,355
ISHARES INC (EWC) 36,119 +36,119 $1,325
     EWC36,119+36,119$1,325
BECTON DICKINSON & CO 5,359 +129 $1,307
     BDX5,359+129$1,307
THERMO FISHER SCIENTIFIC INC 2,396 -220 $1,272
     TMO2,396-220$1,272
MCDONALDS CORP 4,135 +4,135 $1,226
     MCD4,135+4,135$1,226
TARGET CORP 8,460 -1,920 $1,205
     TGT8,460-1,920$1,205
NEXTERA ENERGY INC 17,734 -1,552 $1,077
     NEE17,734-1,552$1,077
BANK AMERICA CORP 30,899 -17,883 $1,040
     BAC30,899-17,883$1,040
GOLDMAN SACHS GROUP INC 2,648 -1,434 $1,022
     GS2,648-1,434$1,022
PNC FINL SVCS GROUP INC 6,390 -4,270 $989
     PNC6,390-4,270$989
SPDR SER TR (SPYV) 20,307 +596 $947
     SPYV20,307+596$947
MORGAN STANLEY 9,199 -7,571 $858
     MS9,199-7,571$858
REALTY INCOME CORP 14,084 -11,948 $809
     O14,084-11,948$809
DEERE & CO 1,825 -1,374 $730
     DE1,825-1,374$730
ARCHER DANIELS MIDLAND CO 9,936 -8,480 $718
     ADM9,936-8,480$718
INNOVATOR ETFS TR (XDJA) 27,860 +454 $682
     XDJA27,860+454$682
HP INC 21,402 -23,860 $644
     HPQ21,402-23,860$644
HDFC BANK LTD 8,729 -11,035 $586
     HDB8,729-11,035$586
FIRSTENERGY CORP 15,122 -19,489 $554
     FE15,122-19,489$554
WNS HLDGS LTD 8,617 -10,611 $545
     WNS8,617-10,611$545
UNILEVER PLC 11,221 -15,250 $544
     UL11,221-15,250$544
DOMINION ENERGY INC 11,453 -14,746 $538
     D11,453-14,746$538
ISHARES TR (EFA) 6,706 +465 $505
     EFA6,706+465$505
PFIZER INC 17,376 -19,644 $500
     PFE17,376-19,644$500
SPDR SER TR (SPYG) 7,208 +338 $469
     SPYG7,208+338$469
UBER TECHNOLOGIES INC 5,580 UNCH $344
     UBER5,580UNCH$344
CISCO SYS INC 6,680 UNCH $337
     CSCO6,680UNCH$337
ISHARES TR (BYLD) 14,330 +14,330 $321
     BYLD14,330+14,330$321
ISHARES TR (SMMD) 4,564 -111 $281
     SMMD4,564-111$281
T MOBILE US INC 1,700 +1,700 $273
     TMUS1,700+1,700$273
ABBOTT LABS 2,399 +2,399 $264
     ABT2,399+2,399$264
QUALCOMM INC 1,700 +1,700 $246
     QCOM1,700+1,700$246
PAYPAL HLDGS INC 3,700 +3,700 $227
     PYPL3,700+3,700$227
ENPHASE ENERGY INC $0 (exited)
     ENPH0-9,089$0
SOLAREDGE TECHNOLOGIES INC $0 (exited)
     SEDG0-5,571$0
ULTA BEAUTY INC 0 -2,860 $0 (exited)
     ULTA0-2,860$0

See Summary: Altman Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Altman Advisors Inc.

EntityShares/Amount
Change
Position Value
Change
ACWI +101,519+$10,332
IEUR +137,018+$7,539
XSVM +57,667+$3,124
NVDA +3,413+$1,690
SHW +4,709+$1,469
EWC +36,119+$1,325
MCD +4,135+$1,226
BYLD +14,330+$321
TMUS +1,700+$273
ABT +2,399+$264
EntityShares/Amount
Change
Position Value
Change
ULTA -2,860-$1,142
ENPH -9,089-$1,092
SEDG -5,571-$722
EntityShares/Amount
Change
Position Value
Change
EFR +71,823+$930
MFG +6,460+$27
META +2,267+$1,033
MUFG +1,705+$39
C +680+$340
SPYV +596+$134
DAL +519+$142
PBR +517+$121
BHP +487+$293
EFA +465+$75
EntityShares/Amount
Change
Position Value
Change
FNOV -76,519-$1,671
HPQ -23,860-$519
PFE -19,644-$728
FE -19,489-$629
BAC -17,883-$296
UL -15,250-$764
D -14,746-$632
O -11,948-$491
HDB -11,035-$580
Size ($ in 1000's)
At 12/31/2023: $190,696
At 09/30/2023: $160,216

Altman Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altman Advisors Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Altman Advisors Inc. | www.HoldingsChannel.com

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