Altman Advisors, Inc. Portfolio Holdings

Altman Advisors, Inc.

  • $224 Million
  • Q3 2024

Altman Advisors, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $224 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Ft Cboe Vest with a value of $17.9M, Ishares Tr Ishares Core Msci E with a value of $10.5M, Apple Inc. with a value of $7.75M, Microsoft Corp with a value of $6.52M, and Amazon Com Inc with a value of $6.46M.

Examining the 13F form we can see an increase of $49.7M in the current position value, from $175M to 224M.

Altman Advisors, Inc. is based out at Chicago, IL

Below you can find more details about Altman Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $224 Million
ETFs: $46.9 Million
Technology: $42.8 Million
Financial Services: $35 Million
Healthcare: $20.6 Million
Consumer Cyclical: $14.9 Million
Industrials: $14 Million
Communication Services: $12.2 Million
Consumer Defensive: $10.4 Million
Other: $27.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.09 Million 0.48% of portfolio
85,368
Q3 2024 Reduced 24.43%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $224 Million
  • Prior Value $175 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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