Altman Advisors, Inc. Purchases in Q3 2024

Altman Advisors, Inc.

  • $224 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLIN
Franklin Templeton ETF Tr

ETFs
66.9K
New
$39.24 - $42.42 $2.62M - $2.84M
66.9K $2.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
27.7K
+ 19.13%
$55.51 - $61.51 $1.54M - $1.7M
173K $10.5M
CB
Chubb LTD

Financial Services
7.32K
New
$252.51 - $292.2 $1.85M - $2.14M
7.32K $2.11M
GS
Goldman Sachs Group Inc

Financial Services
4.24K
New
$459.02 - $510.25 $1.95M - $2.16M
4.24K $2.1M
V
Visa Inc.

Financial Services
7.52K
New
$253.74 - $291.56 $1.91M - $2.19M
7.52K $2.07M
GD
General Dynamics Corp

Industrials
6.5K
New
$279.51 - $308.09 $1.82M - $2M
6.5K $1.96M
MA
Mastercard Inc

Financial Services
3.95K
New
$429.6 - $500.99 $1.7M - $1.98M
3.95K $1.95M
HD
Home Depot, Inc.

Consumer Cyclical
4.76K
New
$333.64 - $405.2 $1.59M - $1.93M
4.76K $1.93M
SHW
Sherwin Williams CO

Basic Materials
5.02K
New
$294.65 - $384.0 $1.48M - $1.93M
5.02K $1.91M
DELL
Dell Technologies Inc.

Technology
16K
New
$87.89 - $145.97 $1.4M - $2.33M
16K $1.89M
LNG
Cheniere Energy, Inc.

Energy
10K
New
$172.24 - $186.09 $1.73M - $1.87M
10K $1.81M
UNH
Unitedhealth Group Inc

Healthcare
3.06K
New
$488.01 - $604.18 $1.49M - $1.85M
3.06K $1.79M
AMT
American Tower Corp

Real Estate
7.66K
New
$192.27 - $242.73 $1.47M - $1.86M
7.66K $1.78M
ZTS
Zoetis Inc.

Healthcare
8.85K
New
$172.58 - $196.48 $1.53M - $1.74M
8.85K $1.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.79K
New
$531.86 - $624.21 $1.48M - $1.74M
2.79K $1.73M
MCD
Mcdonalds Corp

Consumer Cyclical
5.66K
New
$245.82 - $304.51 $1.39M - $1.72M
5.66K $1.72M
EQIX
Equinix Inc

Real Estate
1.94K
New
$749.0 - $890.01 $1.45M - $1.72M
1.94K $1.72M
HUBS
Hubspot Inc

Technology
3.21K
New
$450.09 - $592.58 $1.44M - $1.9M
3.21K $1.7M
ADBE
Adobe Inc.

Technology
3.25K
New
$508.13 - $586.55 $1.65M - $1.91M
3.25K $1.68M
JNJ
Johnson & Johnson

Healthcare
9.71K
New
$145.48 - $167.38 $1.41M - $1.63M
9.71K $1.57M
DE
Deere & CO

Industrials
3.65K
New
$344.84 - $418.0 $1.26M - $1.53M
3.65K $1.52M
AMD
Advanced Micro Devices Inc

Technology
9.1K
New
$128.67 - $183.96 $1.17M - $1.67M
9.1K $1.49M
BDX
Becton Dickinson & CO

Healthcare
5.95K
New
$221.47 - $242.41 $1.32M - $1.44M
5.95K $1.44M
LLY
Eli Lilly & CO

Healthcare
1.61K
New
$772.14 - $960.02 $1.24M - $1.54M
1.61K $1.42M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
19.3K
+ 31.38%
$51.3 - $59.04 $989K - $1.14M
80.7K $4.44M
WMT
Walmart Inc.

Consumer Defensive
9.1K
+ 30.96%
$66.91 - $81.4 $609K - $741K
38.5K $3.11M
ABBV
Abb Vie Inc.

Healthcare
3.52K
+ 30.99%
$163.84 - $199.33 $577K - $702K
14.9K $2.94M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.53K
+ 2.03%
$44.87 - $47.18 $338K - $355K
379K $17.9M
TSLA
Tesla, Inc.

Consumer Cyclical
43
+ 0.4%
$191.76 - $263.26 $8.25K - $11.3K
10.8K $2.81M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.32K
New
$75.32 - $84.37 $551K - $617K
7.32K $612K
SPYG
Spdr Portfolio

ETFs
7.34K
New
$73.38 - $84.1 $539K - $617K
7.34K $608K
MMM
3 M CO

Industrials
191
+ 1.17%
$99.69 - $139.42 $19K - $26.6K
16.5K $2.25M
IAU
Ishares Gold Trust

ETFs
708
+ 0.89%
$44.06 - $50.5 $31.2K - $35.8K
79.9K $3.97M
META
Meta Platforms, Inc.

Communication Services
64
+ 0.96%
$453.41 - $572.44 $29K - $36.6K
6.73K $3.85M
CSCO
Cisco Systems, Inc.

Technology
6.68K
New
$44.74 - $53.22 $299K - $356K
6.68K $355K
GILD
Gilead Sciences, Inc.

Healthcare
253
+ 1.23%
$66.59 - $83.99 $16.8K - $21.2K
20.9K $1.75M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.86K
New
$61.71 - $68.15 $300K - $331K
4.86K $328K
O
Realty Income Corp

Real Estate
342
+ 1.2%
$52.36 - $63.42 $17.9K - $21.7K
28.8K $1.83M
EXPE
Expedia Group, Inc.

Consumer Cyclical
194
+ 1.46%
$112.12 - $149.09 $21.8K - $28.9K
13.5K $2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
56
+ 0.54%
$156.14 - $187.2 $8.74K - $10.5K
10.5K $1.94M
NEE
Nextera Energy Inc

Utilities
7
+ 0.03%
$69.9 - $84.97 $489 - $595
21.5K $1.82M
UL
Unilever PLC

Consumer Defensive
68
+ 0.24%
$54.7 - $65.59 $3.72K - $4.46K
28.7K $1.86M
D
Dominion Energy, Inc

Utilities
284
+ 0.98%
$48.01 - $58.53 $13.6K - $16.6K
29.3K $1.69M
SSO
Proshares Ultra S&P 500

ETFs
2.96K
New
$73.92 - $90.17 $219K - $267K
2.96K $266K
SPY
Spdr S&P 500 ETF Trust

ETFs
450
New
$517.38 - $573.86 $233K - $258K
450 $258K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
372
+ 1.36%
$58.35 - $66.29 $21.7K - $24.7K
27.7K $1.84M
FE
Firstenergy Corp

Utilities
380
+ 1.01%
$38.25 - $44.54 $14.5K - $16.9K
38.1K $1.69M
AVGO
Broadcom Inc.

Technology
18K
+ 895.38%
$136.27 - $1745.86 $2.45M - $31.4M
20K $3.45M
EWC
Ishares Msci Canada ETF

ETFs
833
+ 2.08%
$36.52 - $41.67 $30.4K - $34.7K
40.8K $1.69M
Activity Summary
Buys All Purchases 76 New Holdings 30 Increased Positions 46 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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