Altman Advisors, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$234.5B
Holdings
96
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FNOVFIRST TR EXCHNG TRADED FD VI | 407,480 | $18.3B | 7.80% | |
| 2 | IEURISHARES TR | 186,285 | $10.1B | 4.29% | |
| 3 | AAPLAPPLE INC | 33,455 | $8.4B | 3.57% | |
| 4 | AMZNAMAZON COM INC | 33,919 | $7.4B | 3.17% | |
| 5 | NVDANVIDIA CORPORATION | 51,381 | $6.9B | 2.94% | |
| 6 | MSFTMICROSOFT CORP | 14,840 | $6.3B | 2.67% | |
| 7 | EDVVANGUARD WORLD FD | 80,171 | $5.4B | 2.31% | |
| 8 | GOOGLALPHABET INC | 26,074 | $4.9B | 2.10% | |
| 9 | AVGOBROADCOM INC | 19,478 | $4.5B | 1.93% | |
| 10 | XSVMINVESCO EXCHANGE TRADED FD T | 82,140 | $4.5B | 1.91% | |
| 11 | TSLATESLA INC | 10,389 | $4.2B | 1.79% | |
| 12 | IAU*ISHARES GOLD TR | 87,796 | $3.9B | 1.67% | |
| 13 | METAMETA PLATFORMS INC | 6,692 | $3.9B | 1.67% | |
| 14 | WMTWALMART INC | 37,837 | $3.4B | 1.46% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,667 | $3.0B | 1.29% | |
| 16 | CBOECBOE GLOBAL MKTS INC | 15,431 | $3.0B | 1.29% | |
| 17 | ABBVABBVIE INC | 15,175 | $2.7B | 1.15% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 13,452 | $2.7B | 1.13% | |
| 19 | NFLXNETFLIX INC | 2,964 | $2.6B | 1.13% | |
| 20 | ISRGINTUITIVE SURGICAL INC | 5,029 | $2.6B | 1.12% | |
| 21 | FLINFRANKLIN TEMPLETON ETF TR | 68,118 | $2.6B | 1.10% | |
| 22 | ORCLORACLE CORP | 15,306 | $2.6B | 1.09% | |
| 23 | ANETARISTA NETWORKS INC | 23,010 | $2.5B | 1.08% | |
| 24 | EXPEEXPEDIA GROUP INC | 13,273 | $2.5B | 1.05% | |
| 25 | VVISA INC | 7,601 | $2.4B | 1.02% | |
| 26 | GSGOLDMAN SACHS GROUP INC | 4,184 | $2.4B | 1.02% | |
| 27 | MUFGMITSUBISHI UFJ FINL GROUP IN | 200,524 | $2.4B | 1.00% | |
| 28 | DALDELTA AIR LINES INC DEL | 38,745 | $2.3B | 1.00% | |
| 29 | ETNEATON CORP PLC | 6,919 | $2.3B | 0.98% | |
| 30 | CRWDCROWDSTRIKE HLDGS INC | 6,623 | $2.3B | 0.97% | |
| 31 | IBMINTERNATIONAL BUSINESS MACHS | 10,278 | $2.3B | 0.96% | |
| 32 | ACWIISHARES TR | 19,190 | $2.3B | 0.96% | |
| 33 | HUBSHUBSPOT INC | 3,202 | $2.2B | 0.95% | |
| 34 | CEGCONSTELLATION ENERGY CORP | 9,938 | $2.2B | 0.95% | |
| 35 | TRVCCITIGROUP INC | 30,963 | $2.2B | 0.93% | |
| 36 | LNGCHENIERE ENERGY INC | 10,119 | $2.2B | 0.93% | |
| 37 | JPMJPMORGAN CHASE & CO. | 9,037 | $2.2B | 0.92% | |
| 38 | MFGMIZUHO FINANCIAL GROUP INC | 440,939 | $2.2B | 0.92% | |
| 39 | BACBANK AMERICA CORP | 48,890 | $2.1B | 0.92% | |
| 40 | MMM3M CO | 16,614 | $2.1B | 0.91% | |
| 41 | MAMASTERCARD INCORPORATED | 3,987 | $2.1B | 0.90% | |
| 42 | UBSUBS GROUP AG | 68,834 | $2.1B | 0.89% | |
| 43 | DWDMORGAN STANLEY | 16,530 | $2.1B | 0.89% | |
| 44 | CBCHUBB LIMITED | 7,370 | $2.0B | 0.87% | |
| 45 | PNCPNC FINL SVCS GROUP INC | 10,529 | $2.0B | 0.87% | |
| 46 | XOMEXXON MOBIL CORP | 18,706 | $2.0B | 0.86% | |
| 47 | GILDGILEAD SCIENCES INC | 20,953 | $1.9B | 0.83% | |
| 48 | PRUPRUDENTIAL FINL INC | 16,087 | $1.9B | 0.81% | |
| 49 | ICEINTERCONTINENTAL EXCHANGE IN | 12,750 | $1.9B | 0.81% | |
| 50 | COSTCOSTCO WHSL CORP NEW | 2,065 | $1.9B | 0.81% | |
| 51 | WCNWASTE CONNECTIONS INC | 11,007 | $1.9B | 0.81% | |
| 52 | DELLDELL TECHNOLOGIES INC | 16,313 | $1.9B | 0.80% | |
| 53 | HDHOME DEPOT INC | 4,812 | $1.9B | 0.80% | |
| 54 | EQIXEQUINIX INC | 1,958 | $1.8B | 0.79% | |
| 55 | YUMCYUM CHINA HLDGS INC | 36,625 | $1.8B | 0.75% | |
| 56 | GDGENERAL DYNAMICS CORP | 6,586 | $1.7B | 0.74% | |
| 57 | SHWSHERWIN WILLIAMS CO | 5,053 | $1.7B | 0.73% | |
| 58 | LRCXLAM RESEARCH CORP | 23,780 | $1.7B | 0.73% | |
| 59 | TXTTEXTRON INC | 22,417 | $1.7B | 0.73% | |
| 60 | MCDMCDONALDS CORP | 5,829 | $1.7B | 0.72% | |
| 61 | ULUNILEVER PLC | 29,169 | $1.7B | 0.71% | |
| 62 | EOGEOG RES INC | 13,199 | $1.6B | 0.69% | |
| 63 | DDOMINION ENERGY INC | 29,796 | $1.6B | 0.68% | |
| 64 | DEDEERE & CO | 3,726 | $1.6B | 0.67% | |
| 65 | NEENEXTERA ENERGY INC | 21,900 | $1.6B | 0.67% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 3,103 | $1.6B | 0.67% | |
| 67 | PBRPETROLEO BRASILEIRO SA PETRO | 121,765 | $1.6B | 0.67% | |
| 68 | DYHTARGET CORP | 11,505 | $1.6B | 0.66% | |
| 69 | NVSNNOVARTIS AG | 15,944 | $1.6B | 0.66% | |
| 70 | FEFIRSTENERGY CORP | 38,830 | $1.5B | 0.66% | |
| 71 | FLJPFRANKLIN TEMPLETON ETF TR | 53,460 | $1.5B | 0.65% | |
| 72 | SHELSHELL PLC | 24,166 | $1.5B | 0.65% | |
| 73 | TMOTHERMO FISHER SCIENTIFIC INC | 2,858 | $1.5B | 0.63% | |
| 74 | ADBEADOBE INC | 3,318 | $1.5B | 0.63% | |
| 75 | ZTSZOETIS INC | 9,022 | $1.5B | 0.63% | |
| 76 | TAT&T INC | 63,947 | $1.5B | 0.62% | |
| 77 | JNJJOHNSON & JOHNSON | 9,984 | $1.4B | 0.62% | |
| 78 | AMTAMERICAN TOWER CORP NEW | 7,842 | $1.4B | 0.61% | |
| 79 | NVONOVO-NORDISK A S | 15,951 | $1.4B | 0.59% | |
| 80 | BDXBECTON DICKINSON & CO | 6,027 | $1.4B | 0.58% | |
| 81 | SCCOSOUTHERN COPPER CORP | 14,087 | $1.3B | 0.55% | |
| 82 | UPSUNITED PARCEL SERVICE INC | 10,071 | $1.3B | 0.54% | |
| 83 | SPYVSPDR SER TR | 87,889 | $1.1B | 0.49% | |
| 84 | AMDADVANCED MICRO DEVICES INC | 9,358 | $1.1B | 0.48% | |
| 85 | XEFRXEATON VANCE SR FLTNG RTE TR | 80,203 | $887.6M | 0.38% | |
| 86 | DDTOINNOVATOR ETFS TRUST | 82,873 | $886.2M | 0.38% | |
| 87 | OREALTY INCOME CORP | 16,316 | $871.4M | 0.37% | |
| 88 | SPYGSPDR SER TR | 41,857 | $646.8M | 0.28% | |
| 89 | BUDANHEUSER BUSCH INBEV SA/NV | 11,548 | $578.2M | 0.25% | |
| 90 | EFAISHARES TR | 7,370 | $557.2M | 0.24% | |
| 91 | LLYELI LILLY & CO | 675 | $521.1M | 0.22% | |
| 92 | BYLDISHARES TR | 252,548 | $495.1M | 0.21% | |
| 93 | SMMDISHARES TR | 22,566 | $336.2M | 0.14% | |
| 94 | CMCSACOMCAST CORP NEW | 7,872 | $295.4M | 0.13% | |
| 95 | SPYSPDR S&P 500 ETF TR | 15,099 | $276.9M | 0.12% | |
| 96 | SSOPROSHARES TR | 2,792 | $258.3M | 0.11% |