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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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