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CIK: 0001731671
Total reported value
$278.7M
$278.7M
95 檔
15.4%
At the close of Q1 2024, Altman Advisors, Inc. disclosed equity holdings valued at approximately $278.7M, spread across 95 reported holdings.
In Q1 2024, Altman Advisors, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FNOV, IEUR, AMZN) accounted for 15.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 7.99% | -0.26% | +3.09% | |
| 2 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 4.05% | -0.66% | +5.10% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | -0.07% | +1.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.35% | +4.31% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.14% | +18.47% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +0.23% | -30.87% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | -0.11% | +24.90% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -0.35% | +4.20% | |
| 9 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 1.66% | -0.02% | +4.91% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.63% | -0.46% | +3.09% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.17% | +0.88% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.04% | +2.03% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.09% | +2.53% | |
| 14 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.37% | -0.46% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.04% | -13.31% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 1.34% | -0.28% | -0.81% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.08% | -34.82% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.31% | +0.78% | NEW | |
| 19 | ANETEUR | Arista Networks Inc | Stock-Other | 1.30% | — | -0.46% | |
| 20 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.15% | — | -4.63% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.08% | +0.02% | +1.40% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.03% | — | +0.41% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.73% | EXIT | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.38% | +9.01% | |
| 25 | TXT | Textron Inc | Stock-Industrials | 1.02% | — | +2.67% | |
| 26 | UBS | UBS Group AG | Stock-Financials | 1.01% | +0.09% | +1.57% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | -0.03% | -12.00% | |
| 28 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.00% | +0.01% | +2.61% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | — | -1.89% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.99% | — | +2.98% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.97% | -0.01% | +1.82% | |
| 32 | HUBS | Hubspot Inc | Stock-Tech | 0.97% | — | +0.87% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.97% | +0.07% | +3.31% | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 0.95% | — | +29.93% | |
| 35 | DXCM | Dexcom Inc | Stock-Healthcare | 0.94% | — | +2.77% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.93% | -0.45% | +1.93% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.93% | -0.09% | +2.86% | |
| 38 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.92% | — | +3.37% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.91% | — | +2.31% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | +0.54% | NEW | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | -0.10% | +1.31% | |
| 42 | WCN | Waste Connections Inc | Stock-Industrials | 0.90% | — | +2.39% | |
| 43 | PRU | Prudential Financial Inc | Stock-Financials | 0.90% | — | +3.48% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.89% | — | +3.27% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.01% | +57.07% | |
| 46 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.87% | -0.30% | +2.17% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.86% | +0.03% | +62.27% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.68% | +207.17% | |
| 49 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.85% | -0.06% | +3.50% | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.84% | -0.29% | +3.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +24.90% | Add |
| 2 | SCCO | Southern Copper CORP | +0.6% | NEW | New buy |
| 3 | ✓ | Wns Holdings LTD | +0.5% | NEW | New buy |
| 4 | CEG | Constellation Energy | +0.4% | -0.81% | Trim |
| 5 | FE | Firstenergy CORP | +0.4% | +148.51% | Add |
| 6 | D | Dominion Energy Inc | +0.4% | +151.75% | Add |
| 7 | UL | Unilever PLC | +0.4% | +154.97% | Add |
| 8 | HPQ | Hp Inc | +0.4% | +129.19% | Add |
| 9 | BAC | Bank Of America CORP | +0.3% | +57.07% | Add |
| 10 | AMZN | Amazon.com Inc | +0.3% | +1.10% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | +62.27% | Add |
| 12 | TGT | Target CORP | +0.3% | +29.93% | Add |
| 13 | O | Realty Income CORP | +0.3% | +100.45% | Add |
| 14 | PFE | Pfizer Inc | +0.3% | +142.77% | Add |
| 15 | DE | Deere & Co | +0.3% | +90.68% | Add |
| 16 | MS | Morgan Stanley | +0.3% | +76.78% | Add |
| 17 | HDB | Hdfc Bank Ltd-adr | +0.3% | +152.24% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +9.01% | Add |
| 19 | PNC | Pnc Financial Services Group | +0.3% | +60.69% | Add |
| 20 | MSFT | Microsoft CORP | +0.2% | +4.31% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +4.20% | Add |
| 22 | ETN | Eaton Corporation plc | +0.2% | +1.40% | Add |
| 23 | ANETEUR | Arista Networks Inc | +0.2% | -0.46% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.53% | Add |
| 25 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +2.98% | Add |
| 26 | C | Citigroup Inc | +0.2% | +3.31% | Add |
| 27 | NFLX | Netflix Inc | +0.2% | +1.93% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -13.31% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +2.03% | Add |
| 30 | TXT | Textron Inc | +0.1% | +2.67% | Add |
| 31 | DAL | Delta Air Lines Inc | +0.1% | +3.37% | Add |
| 32 | LRCXEUR | Lam Research CORP | +0.1% | -4.63% | Trim |
| 33 | ORCL | Oracle CORP | +0.1% | +1.53% | Add |
| 34 | NEE | Nextera Energy Inc | +0.1% | +22.56% | Add |
| 35 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +5.10% | Add |
| 36 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +2.61% | Add |
| 37 | TMO | Thermo Fisher Scientific Inc | +0.1% | +14.15% | Add |
| 38 | ISRG | Intuitive Surgical Inc | +0.1% | +0.41% | Add |
| 39 | IBM | Intl Business Machines CORP | +0.1% | +1.82% | Add |
| 40 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -8.09% | Trim |
| 41 | IAU | Ishares Gold Trust | +0.1% | +3.09% | Add |
| 42 | FNOV | Ft Vest US Equity Buffer ETF | 0% | +3.09% | Add |
| 43 | UBER | Uber Technologies Inc | -0.2% | EXIT | Sold out |
| 44 | WNSN | Wns Holdings Ltd-adr | -0.3% | EXIT | Sold out |
| 45 | ADM | Archer-daniels-midland Co | -0.4% | EXIT | Sold out |
| 46 | AMD | Advanced Micro Devices | -0.4% | -42.43% | Trim |
| 47 | AVGO | Broadcom Inc | -0.5% | -34.82% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.9% | -30.87% | Trim |
| 49 | TSLA | Tesla Inc | -0.9% | -25.20% | Trim |
| 50 | ACWI | Ishares Msci Acwi ETF | -5.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Altman Advisors, Inc. reported a total U.S. public equity portfolio value of $278.7M across 95 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SCCO
市值: $1.3M
Top Position Liquidated / Trimmed
ACWI
前期市值: $10.3M
During Q1 2024, Altman Advisors, Inc.'s top holdings by market value included FNOV (8.0%)、IEUR (4.0%)、AMZN (3.1%). The largest single position, FNOV, represented 8.0% of total portfolio value.
In Q1 2024, Altman Advisors, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 9 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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