Altman Advisors, Inc. Purchases in Q1 2025

Altman Advisors, Inc.

  • $225 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
56.8K
New
$91.17 - $95.39 $5.18M - $5.42M
56.8K $5.42M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
32.2K
+ 17.28%
$53.69 - $62.68 $1.73M - $2.02M
218K $13.1M
SPYG
Spdr Portfolio

ETFs
31.3K
+ 74.84%
$80.05 - $92.39 $2.51M - $2.89M
73.2K $5.88M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42K
+ 47.84%
$49.78 - $53.19 $2.09M - $2.24M
130K $6.64M
UBER
Uber Technologies, Inc

Technology
27K
New
$63.17 - $81.49 $1.71M - $2.2M
27K $1.97M
TIMB
Tim S.A.

Communication Services
119K
New
$11.42 - $15.65 $1.36M - $1.86M
119K $1.86M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.1K
New
$80.53 - $147.57 $977K - $1.79M
12.1K $1.6M
NVO
Novo Nordisk A S

Healthcare
19.3K
+ 121.05%
$69.3 - $90.95 $1.34M - $1.76M
35.3K $2.45M
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 154.96%
$725.72 - $929.72 $759K - $972K
1.72K $1.42M
O
Realty Income Corp

Real Estate
14K
+ 85.62%
$51.67 - $58.49 $722K - $817K
30.3K $1.76M
ABBV
Abb Vie Inc.

Healthcare
274
+ 1.81%
$169.2 - $216.66 $46.4K - $59.4K
15.4K $3.24M
GOOGL
Alphabet Inc.

Communication Services
9.18K
+ 35.21%
$154.33 - $206.19 $1.42M - $1.89M
35.3K $5.45M
GILD
Gilead Sciences, Inc.

Healthcare
317
+ 1.51%
$89.14 - $117.41 $28.3K - $37.2K
21.3K $2.38M
T
At&T Inc.

Communication Services
2.19K
+ 3.42%
$21.56 - $28.28 $47.2K - $61.9K
66.1K $1.87M
AMT
American Tower Corp

Real Estate
252
+ 3.21%
$173.46 - $217.6 $43.7K - $54.8K
8.09K $1.76M
SHEL
Shell PLC

Energy
838
+ 3.47%
$62.84 - $73.29 $52.7K - $61.4K
25K $1.83M
ICE
Intercontinental Exchange, Inc.

Financial Services
40
+ 0.31%
$142.8 - $176.36 $5.71K - $7.05K
12.8K $2.21M
MMM
3 M CO

Industrials
76
+ 0.46%
$129.7 - $155.12 $9.86K - $11.8K
16.7K $2.45M
V
Visa Inc.

Financial Services
108
+ 1.42%
$306.92 - $362.71 $33.1K - $39.2K
7.71K $2.7M
NVS
Novartis Ag

Healthcare
509
+ 3.19%
$97.14 - $115.57 $49.4K - $58.8K
16.5K $1.83M
MFG
Mizuho Financial Group Inc

Financial Services
391
+ 0.09%
$4.83 - $6.04 $1.89K - $2.36K
441K $2.43M
JNJ
Johnson & Johnson

Healthcare
367
+ 3.68%
$142.06 - $167.7 $52.1K - $61.5K
10.4K $1.72M
WCN
Waste Connections, Inc.

Industrials
49
+ 0.45%
$169.89 - $195.19 $8.32K - $9.56K
11.1K $2.16M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
5.13K
+ 4.21%
$12.61 - $14.92 $64.7K - $76.6K
127K $1.82M
XOM
Exxon Mobil Corp

Energy
225
+ 1.2%
$105.44 - $118.93 $23.7K - $26.8K
18.9K $2.25M
CB
Chubb LTD

Financial Services
128
+ 1.74%
$257.71 - $301.99 $33K - $38.7K
7.5K $2.26M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.35K
+ 3.69%
$42.3 - $53.69 $57.2K - $72.6K
38K $1.98M
DE
Deere & CO

Industrials
81
+ 2.17%
$408.57 - $509.27 $33.1K - $41.3K
3.81K $1.79M
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4295.4 - $5141.88 $193K - $231K
45 $207K
SO
Southern CO

Utilities
2.2K
New
$80.96 - $92.96 $178K - $205K
2.2K $202K
LNG
Cheniere Energy, Inc.

Energy
43
+ 0.42%
$209.32 - $253.66 $9K - $10.9K
10.2K $2.35M
EOG
Eog Resources Inc

Energy
523
+ 3.96%
$120.54 - $138.05 $63K - $72.2K
13.7K $1.76M
UL
Unilever PLC

Consumer Defensive
892
+ 3.06%
$54.72 - $60.29 $48.8K - $53.8K
30.1K $1.79M
D
Dominion Energy, Inc

Utilities
1.13K
+ 3.8%
$52.85 - $57.43 $59.8K - $65K
30.9K $1.73M
UNH
Unitedhealth Group Inc

Healthcare
129
+ 4.16%
$461.52 - $548.18 $59.5K - $70.7K
3.23K $1.69M
MA
Mastercard Inc

Financial Services
58
+ 1.45%
$504.67 - $576.31 $29.3K - $33.4K
4.05K $2.22M
GD
General Dynamics Corp

Industrials
199
+ 3.02%
$241.94 - $272.58 $48.1K - $54.2K
6.79K $1.85M
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 2.18%
$890.62 - $1076.86 $40.1K - $48.5K
2.11K $2M
CRWD
Crowd Strike Holdings, Inc.

Technology
86
+ 1.3%
$308.86 - $455.36 $26.6K - $39.2K
6.71K $2.37M
SHW
Sherwin Williams CO

Basic Materials
143
+ 2.83%
$330.16 - $365.55 $47.2K - $52.3K
5.2K $1.81M
FLJP
Franklin Templeton ETF Tr

ETFs
1.84K
+ 3.44%
$27.82 - $30.67 $51.2K - $56.4K
55.3K $1.63M
FE
Firstenergy Corp

Utilities
1.52K
+ 3.91%
$37.95 - $43.5 $57.7K - $66.1K
40.4K $1.63M
SCCO
Southern Copper Corp

Basic Materials
381
+ 2.7%
$85.92 - $101.48 $32.7K - $38.7K
14.5K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.68%
$225.19 - $279.95 $13.7K - $17.1K
9.1K $2.23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
108
+ 1.47%
$74.85 - $84.89 $8.08K - $9.17K
7.48K $611K
BDX
Becton Dickinson & CO

Healthcare
164
+ 2.72%
$222.79 - $249.08 $36.5K - $40.8K
6.19K $1.42M
NEE
Nextera Energy Inc

Utilities
972
+ 4.44%
$66.96 - $76.16 $65.1K - $74K
22.9K $1.62M
UBS
Ubs Group Ag

Financial Services
948
+ 1.38%
$30.28 - $35.78 $28.7K - $33.9K
69.8K $2.14M
ZTS
Zoetis Inc.

Healthcare
128
+ 1.42%
$156.48 - $175.67 $20K - $22.5K
9.15K $1.51M
Activity Summary
Buys All Purchases 73 New Holdings 7 Increased Positions 66 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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