Latest Altman Advisors, Inc. Stock Portfolio
$205Million
Equity Portfolio Value
Last Reported on: 09 May, 2024
About Altman Advisors, Inc. and it’s 13F Hedge Fund Stock Holdings
Altman Advisors, Inc. is a hedge fund based in CHICAGO, IL. On 05-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $316.9 Millions. In it's latest 13F Holdings report, Altman Advisors, Inc. reported an equity portfolio of $205.4 Millions as of 31 Mar, 2024.
The top stock holdings of Altman Advisors, Inc. are AFLG, ACWF, AMZN. The fund has invested 8% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 4% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), ARCHER DANIELS MIDLAND CO (ADM) and WNS HLDGS LTD (WNS) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). Altman Advisors, Inc. opened new stock positions in SOUTHERN COPPER CORP (SCCO), WNS HLDGS LTD and PROSHARES TR (BIB). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), UNILEVER PLC (UL) and HDFC BANK LTD (HDB).
The top stock holdings of Altman Advisors, Inc. are AFLG, ACWF, AMZN. The fund has invested 8% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 4% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ), ARCHER DANIELS MIDLAND CO (ADM) and WNS HLDGS LTD (WNS) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). Altman Advisors, Inc. opened new stock positions in SOUTHERN COPPER CORP (SCCO), WNS HLDGS LTD and PROSHARES TR (BIB). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), UNILEVER PLC (UL) and HDFC BANK LTD (HDB).
New Buys
| Ticker | $ Bought |
|---|---|
| SOUTHERN COPPER CORP | 1,276,340 |
| WNS HLDGS LTD | 1,108,870 |
| PROSHARES TR | 228,660 |
New stocks bought by Altman Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| WALMART INC | 207 |
| UNILEVER PLC | 154 |
| HDFC BANK LTD | 152 |
| DOMINION ENERGY INC | 151 |
| FIRSTENERGY CORP | 148 |
| PFIZER INC | 142 |
| HP INC | 129 |
| REALTY INCOME CORP | 100 |
Additions to existing portfolio by Altman Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ADVANCED MICRO DEVICES INC | -42.43 |
| BROADCOM INC | -34.82 |
| ALPHABET INC | -30.87 |
| TESLA INC | -25.2 |
| ISHARES TR | -13.9 |
| META PLATFORMS INC | -13.31 |
| VISA INC | -12.00 |
| EOG RES INC | -8.86 |
Altman Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -10,331,600 |
| ARCHER DANIELS MIDLAND CO | -717,609 |
| WNS HLDGS LTD | -544,594 |
| UBER TECHNOLOGIES INC | -343,561 |
| PAYPAL HLDGS INC | -227,217 |
| ABBOTT LABS | -264,058 |
| QUALCOMM INC | -245,871 |
| T-MOBILE US INC | -272,561 |
Altman Advisors, Inc. got rid off the above stocks
Current Stock Holdings of Altman Advisors, Inc.
Last Reported on: 09 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.79 | 33,649 | 5,721,260 | ADDED | 18.47 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ABBV | ABBVIE INC | 0.99 | 11,291 | 2,040,940 | REDUCED | -1.89 | |
| ABT | ABBOTT LABS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACWF | ISHARES TR | 4.05 | 144,011 | 8,313,760 | ADDED | 5.1 | |
| ACWF | ISHARES TR | 0.13 | 12,338 | 274,521 | REDUCED | -13.9 | |
| ACWV | ISHARES INC | 0.73 | 39,343 | 1,503,690 | ADDED | 8.93 | |
| ADBE | ADOBE INC | 0.77 | 3,157 | 1,585,100 | ADDED | 2.43 | |
| ADM | ARCHER DANIELS MIDLAND CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 7.98 | 367,747 | 16,405,200 | ADDED | 3.09 | |
| AGG | ISHARES TR | 0.27 | 6,905 | 549,086 | ADDED | 2.97 | |
| AGT | ISHARES TR | 0.15 | 4,619 | 299,648 | ADDED | 1.21 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.78 | 8,696 | 1,594,320 | REDUCED | -42.43 | |
| AMT | AMERICAN TOWER CORP NEW | 0.70 | 7,505 | 1,448,500 | ADDED | 19.6 | |
| AMZN | AMAZON COM INC | 3.08 | 35,015 | 6,336,600 | ADDED | 1.1 | |
| ANET | ARISTA NETWORKS INC | 1.30 | 8,928 | 2,676,170 | REDUCED | -0.46 | |
| AVGO | BROADCOM INC | 1.32 | 2,014 | 2,719,760 | REDUCED | -34.82 | |
| BAC | BANK AMERICA CORP | 0.89 | 48,534 | 1,820,980 | ADDED | 57.07 | |
| BALT | INNOVATOR ETFS TRUST | 0.36 | 28,555 | 748,201 | ADDED | 2.49 | |
| BDX | BECTON DICKINSON & CO | 0.67 | 5,667 | 1,383,060 | ADDED | 5.75 | |
| BHP | BHP GROUP LTD | 0.70 | 24,479 | 1,428,360 | ADDED | 5.21 | |
| BIB | PROSHARES TR | 0.11 | 2,960 | 228,660 | NEW | ||
| BIL | SPDR SER TR | 0.50 | 20,676 | 1,029,460 | ADDED | 1.82 | |
| BIL | SPDR SER TR | 0.26 | 7,219 | 528,936 | ADDED | 0.15 | |
| BP | BP PLC | 0.75 | 40,818 | 1,548,640 | ADDED | 4.36 | |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 0.81 | 27,177 | 1,660,520 | ADDED | 3.75 | |
| C | CITIGROUP INC | 0.97 | 31,270 | 1,984,370 | ADDED | 3.31 | |
| CB | CHUBB LIMITED | 0.92 | 7,301 | 1,879,320 | ADDED | 2.31 | |
| CEG | CONSTELLATION ENERGY CORP | 1.33 | 14,752 | 2,743,640 | REDUCED | -0.81 | |
| CMCSA | COMCAST CORP NEW | 0.89 | 43,252 | 1,828,680 | ADDED | 3.27 | |
| COST | COSTCO WHSL CORP NEW | 1.40 | 3,996 | 2,882,400 | ADDED | 0.88 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.31 | 8,442 | 2,697,980 | REDUCED | -8.09 | |
| CSCO | CISCO SYS INC | 0.16 | 6,680 | 334,267 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 1.67 | 60,500 | 3,420,670 | ADDED | 4.91 | |
| D | DOMINION ENERGY INC | 0.69 | 28,833 | 1,417,410 | ADDED | 151 | |
| DAL | DELTA AIR LINES INC DEL | 0.92 | 39,286 | 1,894,380 | ADDED | 3.37 | |
| DE | DEERE & CO | 0.69 | 3,480 | 1,406,440 | ADDED | 90.68 | |
| DXCM | DEXCOM INC | 0.94 | 13,950 | 1,924,260 | ADDED | 2.77 | |
| EOG | EOG RES INC | 0.80 | 12,646 | 1,640,990 | REDUCED | -8.86 | |
| EQIX | EQUINIX INC | 0.72 | 1,851 | 1,480,980 | ADDED | 3.58 | |
| ETN | EATON CORP PLC | 1.07 | 7,079 | 2,209,000 | ADDED | 1.4 | |
| EXPE | EXPEDIA GROUP INC | 0.85 | 13,124 | 1,748,380 | ADDED | 3.5 | |
| FE | FIRSTENERGY CORP | 0.70 | 37,580 | 1,441,930 | ADDED | 148 | |
| GD | GENERAL DYNAMICS CORP | 0.93 | 6,535 | 1,905,360 | ADDED | 2.86 | |
| GILD | GILEAD SCIENCES INC | 0.71 | 20,068 | 1,462,560 | ADDED | 4.57 | |
| GOOG | ALPHABET INC | 2.13 | 28,169 | 4,380,000 | REDUCED | -30.87 | |
| GS | GOLDMAN SACHS GROUP INC | 0.86 | 4,297 | 1,777,030 | ADDED | 62.27 | |
| HD | HOME DEPOT INC | 0.83 | 4,639 | 1,707,380 | ADDED | 2.95 | |
| HDB | HDFC BANK LTD | 0.60 | 22,018 | 1,238,080 | ADDED | 152 | |
| HPQ | HP INC | 0.72 | 49,052 | 1,490,210 | ADDED | 129 | |
| HUBS | HUBSPOT INC | 0.97 | 3,119 | 1,986,340 | ADDED | 0.87 | |
| IAU | ISHARES GOLD TR | 1.63 | 78,681 | 3,340,790 | ADDED | 3.09 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.97 | 10,485 | 1,990,300 | ADDED | 1.82 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.84 | 12,629 | 1,730,560 | ADDED | 3.17 | |
| ISRG | INTUITIVE SURGICAL INC | 1.03 | 5,345 | 2,110,580 | ADDED | 0.41 | |
| JNJ | JOHNSON & JOHNSON | 0.72 | 9,335 | 1,472,870 | ADDED | 4.3 | |
| JPM | JPMORGAN CHASE & CO | 1.39 | 14,365 | 2,857,800 | ADDED | 2.03 | |
| LNG | CHENIERE ENERGY INC | 0.77 | 9,924 | 1,581,270 | ADDED | 12.06 | |
| LRCX | LAM RESEARCH CORP | 1.15 | 2,411 | 2,367,120 | REDUCED | -4.63 | |
| MA | MASTERCARD INCORPORATED | 0.90 | 3,879 | 1,855,750 | ADDED | 1.31 | |
| MCD | MCDONALDS CORP | 0.60 | 4,430 | 1,241,380 | ADDED | 7.13 | |
| META | META PLATFORMS INC | 1.36 | 5,681 | 2,791,360 | REDUCED | -13.31 | |
| MFG | MIZUHO FINANCIAL GROUP INC | 0.83 | 443,497 | 1,711,900 | ADDED | 3.31 | |
| MS | MORGAN STANLEY | 0.74 | 16,262 | 1,520,980 | ADDED | 76.78 | |
| MSFT | MICROSOFT CORP | 2.92 | 14,152 | 6,008,560 | ADDED | 4.31 | |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 1.00 | 204,841 | 2,044,310 | ADDED | 2.61 | |
| NEE | NEXTERA ENERGY INC | 0.67 | 21,734 | 1,377,490 | ADDED | 22.56 | |
| NFLX | NETFLIX INC | 0.93 | 3,114 | 1,912,960 | ADDED | 1.93 | |
| NKE | NIKE INC | 0.64 | 14,264 | 1,320,280 | ADDED | 5.25 | |
| NVDA | NVIDIA CORPORATION | 1.88 | 4,263 | 3,852,350 | ADDED | 24.9 | |
| NVO | NOVO-NORDISK A S | 0.99 | 15,930 | 2,031,870 | ADDED | 2.98 | |
| NVS | NOVARTIS AG | 0.72 | 15,516 | 1,487,520 | ADDED | 3.9 | |
| O | REALTY INCOME CORP | 0.74 | 28,231 | 1,509,220 | ADDED | 100 | |
| ORCL | ORACLE CORP | 1.02 | 16,766 | 2,103,860 | ADDED | 1.53 | |
| PBR | PETROLEO BRASILEIRO SA PETRO | 0.87 | 117,882 | 1,794,160 | ADDED | 2.17 | |
| PFE | PFIZER INC | 0.57 | 42,184 | 1,169,340 | ADDED | 142 | |
| PNC | PNC FINL SVCS GROUP INC | 0.80 | 10,268 | 1,642,210 | ADDED | 60.69 | |
| PRU | PRUDENTIAL FINL INC | 0.90 | 15,839 | 1,841,960 | ADDED | 3.48 | |
| PYPL | PAYPAL HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QCOM | QUALCOMM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SCCO | SOUTHERN COPPER CORP | 0.62 | 11,924 | 1,276,340 | NEW | ||
| SHEL | SHELL PLC | 0.78 | 23,437 | 1,591,830 | ADDED | 4.69 | |
| SHW | SHERWIN WILLIAMS CO | 0.81 | 4,898 | 1,656,310 | ADDED | 4.01 | |
| TGT | TARGET CORP | 0.95 | 10,992 | 1,954,510 | ADDED | 29.93 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.77 | 2,735 | 1,579,340 | ADDED | 14.15 | |
| TMUS | T-MOBILE US INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSLA | TESLA INC | 0.91 | 10,642 | 1,864,690 | REDUCED | -25.2 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.02 | 14,841 | 2,099,920 | ADDED | 9.01 | |
| TXT | TEXTRON INC | 1.02 | 21,928 | 2,090,400 | ADDED | 2.67 | |
| UBER | UBER TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UBS | UBS GROUP AG | 1.01 | 67,809 | 2,066,830 | ADDED | 1.57 | |
| UL | UNILEVER PLC | 0.69 | 28,610 | 1,426,220 | ADDED | 154 | |
| UNH | UNITEDHEALTH GROUP INC | 0.72 | 3,001 | 1,469,710 | ADDED | 4.49 | |
| V | VISA INC | 1.00 | 7,373 | 2,051,720 | REDUCED | -12.00 | |
| WCN | WASTE CONNECTIONS INC | 0.90 | 10,825 | 1,844,430 | ADDED | 2.39 | |
| WMT | WALMART INC | 0.86 | 29,412 | 1,764,740 | ADDED | 207 | |
| WNS | WNS HLDGS LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 1.80 | 31,531 | 3,688,810 | ADDED | 4.2 | |
| ZTS | ZOETIS INC | 0.70 | 8,598 | 1,436,000 | ADDED | 3.79 | |
| BERKSHIRE HATHAWAY INC DEL | 1.37 | 6,679 | 2,806,520 | ADDED | 2.53 | ||
| CBOE GLOBAL MKTS INC | 1.37 | 15,431 | 2,806,440 | UNCHANGED | 0.00 | ||
| EATON VANCE SR FLTNG RTE TR | 0.71 | 112,553 | 1,467,700 | ADDED | 1.62 | ||
| WNS HLDGS LTD | 0.54 | 21,700 | 1,108,870 | NEW |