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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.9 Million 7.97% of portfolio
378,911
Q3 2024 Added 2.03%
$0
$10.5 Million 4.69% of portfolio
172,551
Q3 2024 Added 19.13%
$3.7T
$7.75 Million 3.45% of portfolio
33,280
Q3 2024 Reduced 1.02%
$3.2T
$6.52 Million 2.91% of portfolio
15,151
Q3 2024 Added 0.34%
$2.3T
$6.46 Million 2.88% of portfolio
34,663
Q3 2024 Added 0.41%
$343B
$6.25 Million 2.78% of portfolio
51,432
Q3 2024 Added 0.54%
$0
$4.44 Million 1.98% of portfolio
80,740
Q3 2024 Added 31.38%
$1.15T
$4.33 Million 1.93% of portfolio
26,091
Q3 2024 Reduced 1.08%
$43.2B
$3.97 Million 1.77% of portfolio
79,944
Q3 2024 Added 0.89%
$1.37T
$3.85 Million 1.72% of portfolio
6,725
Q3 2024 Added 0.96%
$96.2B
$3.45 Million 1.54% of portfolio
20,017
Q3 2024 Added 895.38%
$103B
$3.38 Million 1.51% of portfolio
12,993
Q3 2024 Reduced 2.8%
$20.7B
$3.15 Million 1.4% of portfolio
15,431
Q4 2021 Reduced 1.91%
$250B
$3.11 Million 1.39% of portfolio
38,512
Q3 2024 Added 30.96%
$602B
$3.06 Million 1.36% of portfolio
6,642
Q3 2024 Reduced 0.36%
$303B
$2.94 Million 1.31% of portfolio
14,892
Q3 2024 Added 30.99%
$1.35T
$2.81 Million 1.25% of portfolio
10,754
Q3 2024 Added 0.4%
$0
$2.8 Million 1.25% of portfolio
66,873
Q3 2024 New
$209B
$2.57 Million 1.15% of portfolio
5,241
Q3 2024 Reduced 1.98%
$1.1T
$2.46 Million 1.1% of portfolio
14,168
Q3 2024 Reduced 2.34%
$138B
$2.33 Million 1.04% of portfolio
7,022
Q3 2024 Added 0.33%
$201B
$2.32 Million 1.04% of portfolio
10,513
Q3 2024 Reduced 0.19%
$36.9B
$2.25 Million 1.0% of portfolio
5,862
Q3 2024 Added 0.48%
$78B
$2.25 Million 1.0% of portfolio
16,468
Q3 2024 Added 1.17%
$468B
$2.21 Million 0.99% of portfolio
18,857
Q3 2024 Reduced 29.92%
$382B
$2.2 Million 0.98% of portfolio
3,105
Q3 2024 Reduced 0.32%
$214B
$2.1 Million 0.94% of portfolio
4,243
Q3 2024 New
$108B
$2.12 Million 0.94% of portfolio
68,581
Q3 2024 Added 0.99%
$112B
$2.11 Million 0.94% of portfolio
7,324
Q3 2024 New
$148B
$2.06 Million 0.92% of portfolio
202,665
Q3 2024 Added 0.23%
$523B
$2.07 Million 0.92% of portfolio
7,520
Q3 2024 New
$42.2B
$2.03 Million 0.91% of portfolio
40,016
Q3 2024 Added 2.06%
$83.3B
$2.04 Million 0.91% of portfolio
12,669
Q3 2024 Reduced 0.14%
$28.5B
$2 Million 0.89% of portfolio
13,484
Q3 2024 Added 1.46%
$73.2B
$1.96 Million 0.87% of portfolio
6,495
Q3 2024 New
$80.2B
$1.94 Million 0.87% of portfolio
10,506
Q3 2024 Added 0.54%
$45.8B
$1.95 Million 0.87% of portfolio
10,883
Q3 2024 Added 0.5%
$16.7B
$1.95 Million 0.87% of portfolio
22,028
Q3 2024 Reduced 0.13%
$500B
$1.95 Million 0.87% of portfolio
3,947
Q3 2024 New
$155B
$1.94 Million 0.86% of portfolio
30,959
Q3 2024 Added 0.01%
$419B
$1.93 Million 0.86% of portfolio
4,759
Q3 2024 New
$44.3B
$1.94 Million 0.86% of portfolio
15,993
Q3 2024 Added 0.81%
$373B
$1.94 Million 0.86% of portfolio
48,818
Q3 2024 Added 0.84%
$91.7B
$1.91 Million 0.85% of portfolio
5,016
Q3 2024 New
$28.4B
$1.89 Million 0.84% of portfolio
15,976
Q3 2024 New
$178B
$1.89 Million 0.84% of portfolio
15,834
Q3 2024 Reduced 0.21%
$761B
$1.89 Million 0.84% of portfolio
8,967
Q3 2024 New
$141B
$1.86 Million 0.83% of portfolio
28,666
Q3 2024 Added 0.24%
$161B
$1.87 Million 0.83% of portfolio
44,662
Q3 2024 Added 1.63%

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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