Altman Advisors, Inc. Purchases in Q4 2024

Altman Advisors, Inc.

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
14.6K
+ 3255.33%
$567.81 - $607.81 $8.32M - $8.9M
15.1K $8.85M
EDV
Vanguard Extended Duration Tre

ETFs
80.2K
New
$67.27 - $79.67 $5.39M - $6.39M
80.2K $5.43M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
66.3K
+ 307.95%
$51.09 - $55.27 $3.39M - $3.67M
87.9K $4.49M
SPYG
Spdr Portfolio

ETFs
34.5K
+ 470.34%
$81.74 - $91.38 $2.82M - $3.15M
41.9K $3.68M
ACWI
Ishares Msci Acwi ETF

ETFs
19.2K
New
$117.05 - $123.03 $2.25M - $2.36M
19.2K $2.25M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
36.6K
New
$43.37 - $51.46 $1.59M - $1.88M
36.6K $1.76M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
28.6K
+ 7.54%
$47.07 - $48.75 $1.34M - $1.39M
407K $19.5M
XDJA
Innovator Etfs Tr Us Equity Ac

ETFs
53.1K
+ 178.34%
$27.78 - $28.52 $1.48M - $1.51M
82.9K $2.36M
T
At&T Inc.

Communication Services
63.9K
New
$21.22 - $23.88 $1.36M - $1.53M
63.9K $1.46M
UPS
United Parcel Service Inc

Industrials
10.1K
New
$122.65 - $138.35 $1.24M - $1.39M
10.1K $1.27M
AAPL
Apple Inc.

Technology
175
+ 0.53%
$221.69 - $259.02 $38.8K - $45.3K
33.5K $8.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
31
+ 0.47%
$275.15 - $388.2 $8.53K - $12K
6.62K $2.27M
IAU
Ishares Gold Trust

ETFs
7.85K
+ 9.82%
$48.37 - $52.65 $380K - $413K
87.8K $4.35M
LNG
Cheniere Energy, Inc.

Energy
70
+ 0.7%
$181.07 - $225.92 $12.7K - $15.8K
10.1K $2.17M
V
Visa Inc.

Financial Services
81
+ 1.08%
$273.87 - $320.91 $22.2K - $26K
7.6K $2.4M
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 0.78%
$205.18 - $250.29 $14.4K - $17.5K
9.04K $2.17M
C
Citigroup Inc

Financial Services
4
+ 0.01%
$61.31 - $72.5 $245 - $290
31K $2.18M
BAC
Bank Of America Corp

Financial Services
72
+ 0.15%
$39.22 - $47.77 $2.82K - $3.44K
48.9K $2.15M
GILD
Gilead Sciences, Inc.

Healthcare
78
+ 0.37%
$83.95 - $97.9 $6.55K - $7.64K
21K $1.94M
MA
Mastercard Inc

Financial Services
40
+ 1.01%
$491.3 - $536.15 $19.7K - $21.4K
3.99K $2.1M
EQIX
Equinix Inc

Real Estate
23
+ 1.19%
$865.69 - $985.0 $19.9K - $22.7K
1.96K $1.85M
PNC
Pnc Financial Services Group, Inc.

Financial Services
23
+ 0.22%
$178.39 - $215.0 $4.1K - $4.95K
10.5K $2.03M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 0.73%
$873.59 - $994.69 $13.1K - $14.9K
2.07K $1.89M
DE
Deere & CO

Industrials
76
+ 2.08%
$389.45 - $466.0 $29.6K - $35.4K
3.73K $1.58M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.4K
+ 1.73%
$53.38 - $60.64 $74.7K - $84.9K
82.1K $4.47M
EOG
Eog Resources Inc

Energy
252
+ 1.95%
$118.22 - $136.54 $29.8K - $34.4K
13.2K $1.62M
Arista Networks Inc
23K
New
N/A
23K $0
BYLD
Ishares Tr Yield Optimized Bd
237K
+ 1566.43%
N/A
253K $0
Lam Research Corp
23.8K
New
N/A
23.8K $0
DELL
Dell Technologies Inc.

Technology
337
+ 2.11%
$111.96 - $144.21 $37.7K - $48.6K
16.3K $1.88M
PRU
Prudential Financial Inc

Financial Services
94
+ 0.59%
$114.59 - $129.52 $10.8K - $12.2K
16.1K $1.91M
UBS
Ubs Group Ag

Financial Services
253
+ 0.37%
$29.78 - $33.08 $7.53K - $8.37K
68.8K $2.09M
MCD
Mcdonalds Corp

Consumer Cyclical
173
+ 3.06%
$288.47 - $316.54 $49.9K - $54.8K
5.83K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 0.38%
$442.29 - $483.08 $11.1K - $12.1K
6.67K $3.02M
SHEL
Shell PLC

Energy
622
+ 2.64%
$60.63 - $70.23 $37.7K - $43.7K
24.2K $1.52M
EFA
Ishares Tr Msci Eafe ETF

ETFs
52
+ 0.71%
$75.1 - $82.99 $3.91K - $4.32K
7.37K $557K
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 1.11%
$385.02 - $431.37 $20.4K - $22.9K
4.81K $1.87M
WCN
Waste Connections, Inc.

Industrials
124
+ 1.14%
$171.06 - $193.25 $21.2K - $24K
11K $1.89M
FLJP
Franklin Templeton ETF Tr

ETFs
1.26K
+ 2.4%
$28.25 - $30.5 $35.5K - $38.3K
53.5K $1.53M
BDX
Becton Dickinson & CO

Healthcare
73
+ 1.23%
$220.02 - $243.75 $16.1K - $17.8K
6.03K $1.37M
CB
Chubb LTD

Financial Services
46
+ 0.63%
$271.57 - $301.89 $12.5K - $13.9K
7.37K $2.04M
D
Dominion Energy, Inc

Utilities
481
+ 1.64%
$52.63 - $60.92 $25.3K - $29.3K
29.8K $1.6M
MMM
3 M CO

Industrials
146
+ 0.89%
$124.74 - $137.12 $18.2K - $20K
16.6K $2.14M
JNJ
Johnson & Johnson

Healthcare
273
+ 2.81%
$143.34 - $165.86 $39.1K - $45.3K
9.98K $1.44M
ICE
Intercontinental Exchange, Inc.

Financial Services
81
+ 0.64%
$148.29 - $166.93 $12K - $13.5K
12.8K $1.9M
FE
Firstenergy Corp

Utilities
752
+ 1.97%
$39.14 - $44.52 $29.4K - $33.5K
38.8K $1.54M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.53K
+ 2.12%
$12.61 - $15.33 $31.9K - $38.7K
122K $1.57M
SCCO
Southern Copper Corp

Basic Materials
1.46K
+ 11.58%
$91.13 - $117.95 $133K - $172K
14.1K $1.28M
SHW
Sherwin Williams CO

Basic Materials
37
+ 0.74%
$338.75 - $399.71 $12.5K - $14.8K
5.05K $1.72M
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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