Altman Advisors, Inc. Portfolio Holdings

Altman Advisors, Inc.

  • $249 Million
  • Q4 2024

Altman Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $249 Million distributed in 96 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 $19.5M, Ishares Tr Ishares Core Msci E with a value of $10.1M, Spdr S&P 500 ETF Trust with a value of $8.85M, Apple Inc. with a value of $8.38M, and Amazon Com Inc with a value of $7.44M.

Examining the 13F form we can see an increase of $24.8M in the current position value, from $224M to 249M.

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 $249 Million
ETFs: $71.9 Million
Technology: $42.5 Million
Financial Services: $37 Million
Consumer Cyclical: $19.4 Million
Healthcare: $18 Million
Industrials: $15 Million
Communication Services: $13.3 Million
Consumer Defensive: $9.1 Million
Other: $23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.5 Million 7.82% of portfolio
407,480
Q4 2024 Added 7.54%
$0
$10.1 Million 4.04% of portfolio
186,285
Q4 2024 Added 7.96%
$0
$8.85 Million 3.55% of portfolio
15,099
Q4 2024 Added 3,255.33%
$3.97T
$8.38 Million 3.36% of portfolio
33,455
Q4 2024 Added 0.53%
$2.17T
$7.44 Million 2.99% of portfolio
33,919
Q4 2024 Reduced 2.15%
$316B
$6.9 Million 2.77% of portfolio
51,381
Q4 2024 Reduced 0.1%
$2.97T
$6.26 Million 2.51% of portfolio
14,840
Q4 2024 Reduced 2.05%
$0
$5.43 Million 2.18% of portfolio
80,171
Q4 2024 New
$1.05T
$4.94 Million 1.98% of portfolio
26,074
Q4 2024 Reduced 0.07%
$82B
$4.52 Million 1.81% of portfolio
19,478
Q4 2024 Reduced 2.69%
$0
$4.49 Million 1.8% of portfolio
87,889
Q4 2024 Added 307.95%
$0
$4.47 Million 1.8% of portfolio
82,140
Q4 2024 Added 1.73%
$46.6B
$4.35 Million 1.74% of portfolio
87,796
Q4 2024 Added 9.82%
$956B
$4.2 Million 1.68% of portfolio
10,389
Q4 2024 Reduced 3.39%
$1.48T
$3.95 Million 1.58% of portfolio
6,692
Q4 2024 Reduced 0.49%
$0
$3.68 Million 1.48% of portfolio
41,857
Q4 2024 Added 470.34%
$650B
$3.02 Million 1.21% of portfolio
6,667
Q4 2024 Added 0.38%
$22.1B
$3.02 Million 1.21% of portfolio
15,431
Q4 2021 Reduced 1.91%
$361B
$2.7 Million 1.08% of portfolio
15,175
Q4 2024 Added 1.9%
$982B
$2.66 Million 1.07% of portfolio
13,452
Q4 2024 Reduced 5.05%
$435B
$2.64 Million 1.06% of portfolio
2,964
Q4 2024 Reduced 4.54%
$203B
$2.62 Million 1.05% of portfolio
5,029
Q4 2024 Reduced 4.05%
$0
$2.58 Million 1.04% of portfolio
68,118
Q4 2024 Added 1.86%
$454B
$2.55 Million 1.02% of portfolio
15,306
Q4 2024 Reduced 8.32%
$30.4B
$2.47 Million 0.99% of portfolio
13,273
Q4 2024 Reduced 1.56%
$576B
$2.4 Million 0.96% of portfolio
7,601
Q4 2024 Added 1.08%
$210B
$2.4 Million 0.96% of portfolio
4,184
Q4 2024 Reduced 1.39%
$0
$2.36 Million 0.95% of portfolio
82,873
Q4 2024 Added 178.34%
$39.6B
$2.34 Million 0.94% of portfolio
38,745
Q4 2024 Reduced 3.18%
$159B
$2.35 Million 0.94% of portfolio
200,524
Q4 2024 Reduced 1.06%
$115B
$2.3 Million 0.92% of portfolio
6,919
Q4 2024 Reduced 1.47%
$81.6B
$2.27 Million 0.91% of portfolio
6,623
Q4 2024 Added 0.47%
$231B
$2.26 Million 0.91% of portfolio
10,278
Q4 2024 Reduced 2.24%
$34.6B
$2.23 Million 0.9% of portfolio
3,202
Q4 2024 Reduced 0.09%
$0
$2.25 Million 0.9% of portfolio
19,190
Q4 2024 New
$86.4B
$2.24 Million 0.9% of portfolio
9,938
Q4 2024 Reduced 23.51%
$71.8B
$2.16 Million 0.87% of portfolio
440,939
Q4 2024 Reduced 0.7%
$755B
$2.17 Million 0.87% of portfolio
9,037
Q4 2024 Added 0.78%
$151B
$2.18 Million 0.87% of portfolio
30,963
Q4 2024 Added 0.01%
$54B
$2.17 Million 0.87% of portfolio
10,119
Q4 2024 Added 0.7%
$81B
$2.14 Million 0.86% of portfolio
16,614
Q4 2024 Added 0.89%
$353B
$2.15 Million 0.86% of portfolio
48,890
Q4 2024 Added 0.15%
$108B
$2.09 Million 0.84% of portfolio
68,834
Q4 2024 Added 0.37%
$538B
$2.1 Million 0.84% of portfolio
3,987
Q4 2024 Added 1.01%
$220B
$2.08 Million 0.83% of portfolio
16,530
Q4 2024 Reduced 0.31%
$115B
$2.04 Million 0.82% of portfolio
7,370
Q4 2024 Added 0.63%
$75.3B
$2.03 Million 0.81% of portfolio
10,529
Q4 2024 Added 0.22%
$457B
$2.01 Million 0.81% of portfolio
18,706
Q4 2024 Reduced 0.8%
$140B
$1.94 Million 0.78% of portfolio
20,953
Q4 2024 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $249 Million
  • Prior Value $224 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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