Altman Advisors, Inc. Purchases in Q3 2025

Altman Advisors, Inc.

  • $271 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XSVM
Invesco S&P Smallcap Value Wit

ETFs
36.4K
+ 41.64%
$51.33 - $58.15 $1.87M - $2.12M
124K $6.99M
PHM
Pultegroup Inc

Consumer Cyclical
15.5K
New
$108.0 - $141.42 $1.67M - $2.19M
15.5K $2.05M
GNRC
Generac Holdings Inc.

Industrials
10.8K
New
$146.61 - $202.85 $1.58M - $2.19M
10.8K $1.81M
META
Meta Platforms, Inc.

Communication Services
2.14K
+ 49.78%
$695.21 - $791.73 $1.49M - $1.7M
6.45K $4.73M
LLY
Eli Lilly & CO

Healthcare
1.58K
+ 88.27%
$625.65 - $812.69 $989K - $1.28M
3.37K $2.57M
SPYG
Spdr Portfolio

ETFs
6.7K
+ 7.97%
$94.33 - $105.31 $632K - $706K
90.8K $9.49M
TWLO
Twilio Inc

Communication Services
4.94K
+ 23.9%
$92.44 - $132.7 $456K - $655K
25.6K $2.56M
IEF
Ishares Barclays

ETFs
3.46K
+ 5.86%
$93.91 - $97.26 $325K - $337K
62.6K $6.03M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.81K
+ 4.37%
$52.12 - $55.33 $303K - $321K
139K $7.67M
EEM
Ishares Msci Emerging Markets

ETFs
5.05K
New
$48.07 - $53.4 $243K - $270K
5.05K $269K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.47K
+ 6.6%
$67.91 - $74.71 $99.9K - $110K
23.8K $1.75M
IAU
Ishares Gold Trust

ETFs
1.03K
+ 1.2%
$61.62 - $72.77 $63.4K - $74.9K
86.5K $6.29M
MCD
Mcdonalds Corp

Consumer Cyclical
162
+ 2.13%
$291.67 - $316.99 $47.3K - $51.4K
7.77K $2.36M
CEG
Constellation Energy Corp

Utilities
113
+ 1.13%
$298.82 - $354.89 $33.8K - $40.1K
10.1K $3.32M
GILD
Gilead Sciences, Inc.

Healthcare
333
+ 1.51%
$108.22 - $120.47 $36K - $40.1K
22.3K $2.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 0.92%
$459.11 - $506.91 $28.5K - $31.4K
6.77K $3.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
726
+ 1.87%
$42.56 - $49.08 $30.9K - $35.6K
39.6K $1.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
148
+ 1.18%
$103.83 - $179.9 $15.4K - $26.6K
12.7K $2.27M
O
Realty Income Corp

Real Estate
439
+ 1.41%
$56.13 - $60.79 $24.6K - $26.7K
31.5K $1.92M
WCN
Waste Connections, Inc.

Industrials
127
+ 1.11%
$171.32 - $191.84 $21.8K - $24.4K
11.5K $2.03M
SHEL
Shell PLC

Energy
287
+ 1.1%
$69.82 - $73.93 $20K - $21.2K
26.3K $1.88M
HUBS
Hubspot Inc

Technology
45
+ 1.36%
$420.79 - $560.9 $18.9K - $25.2K
3.35K $1.57M
TIMB
Tim S.A.

Communication Services
874
+ 0.73%
$17.77 - $22.32 $15.5K - $19.5K
121K $2.71M
UL
Unilever PLC

Consumer Defensive
337
+ 1.08%
$58.43 - $65.01 $19.7K - $21.9K
31.4K $1.86M
ISRG
Intuitive Surgical Inc

Healthcare
43
+ 1.16%
$433.66 - $544.47 $18.6K - $23.4K
3.75K $1.68M
FLIN
Franklin Templeton ETF Tr

ETFs
500
+ 0.69%
$37.28 - $39.98 $18.6K - $20K
72.8K $2.71M
ABBV
Abb Vie Inc.

Healthcare
84
+ 0.53%
$184.85 - $231.54 $15.5K - $19.4K
15.9K $3.68M
D
Dominion Energy, Inc

Utilities
290
+ 0.92%
$56.32 - $62.1 $16.3K - $18K
31.8K $1.94M
T
At&T Inc.

Communication Services
644
+ 0.96%
$26.94 - $29.62 $17.3K - $19.1K
68K $1.92M
NVS
Novartis Ag

Healthcare
136
+ 0.8%
$113.5 - $129.73 $15.4K - $17.6K
17.1K $2.2M
JNJ
Johnson & Johnson

Healthcare
91
+ 0.86%
$155.17 - $185.42 $14.1K - $16.9K
10.7K $1.99M
V
Visa Inc.

Financial Services
51
+ 0.68%
$332.09 - $358.86 $16.9K - $18.3K
7.54K $2.57M
DE
Deere & CO

Industrials
34
+ 0.88%
$457.26 - $524.37 $15.5K - $17.8K
3.89K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 0.2%
$211.65 - $238.24 $15K - $16.9K
34.8K $7.65M
EQIX
Equinix Inc

Real Estate
19
+ 0.92%
$756.7 - $811.13 $14.4K - $15.4K
2.08K $1.63M
ICE
Intercontinental Exchange, Inc.

Financial Services
93
+ 0.72%
$167.28 - $188.45 $15.6K - $17.5K
13K $2.2M
ZTS
Zoetis Inc.

Healthcare
94
+ 1.02%
$141.13 - $159.19 $13.3K - $15K
9.3K $1.36M
XOM
Exxon Mobil Corp

Energy
121
+ 0.63%
$105.83 - $117.22 $12.8K - $14.2K
19.3K $2.17M
FLJP
Franklin Templeton ETF Tr

ETFs
354
+ 0.62%
$30.82 - $35.17 $10.9K - $12.5K
57.8K $2M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.65%
$915.95 - $994.57 $12.8K - $13.9K
2.16K $1.99M
AMT
American Tower Corp

Real Estate
70
+ 0.85%
$192.32 - $232.35 $13.5K - $16.3K
8.35K $1.61M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 0.53%
$357.4 - $423.42 $9.29K - $11K
4.97K $2.02M
IBM
International Business Machines Corp

Technology
34
+ 0.34%
$234.77 - $292.47 $7.98K - $9.94K
9.93K $2.8M
EOG
Eog Resources Inc

Energy
86
+ 0.61%
$112.12 - $126.1 $9.64K - $10.8K
14.1K $1.58M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 0.45%
$696.56 - $806.32 $9.06K - $10.5K
2.89K $2.3M
UBER
Uber Technologies, Inc

Technology
99
+ 0.36%
$86.91 - $99.57 $8.6K - $9.86K
27.5K $2.7M
GD
General Dynamics Corp

Industrials
22
+ 0.32%
$293.92 - $341.0 $6.47K - $7.5K
6.93K $2.36M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
398
+ 0.2%
$13.29 - $16.05 $5.29K - $6.39K
201K $3.21M
LNG
Cheniere Energy, Inc.

Energy
25
+ 0.24%
$222.68 - $244.28 $5.57K - $6.11K
10.2K $2.4M
Activity Summary
Buys All Purchases 57 New Holdings 3 Increased Positions 54 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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