Altman Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA Altman Advisors, Inc. | Institutional Filer | ▼ 9.09% | $241.3M | 77 |
Current Portfolio Holdings
Showing all 77 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IEUR | ISHARES TR | — | 269K | $18.9M | 7.83% |
| 2 | NVDA | NVIDIA Corporation | Technology | 63K | $11.1M | 4.59% |
| 3 | GOOGL | Alphabet Inc. | Technology | 34K | $9.7M | 4.03% |
| 4 | AAPL | Apple Inc. | Technology | 36K | $9.0M | 3.75% |
| 5 | XSVM | INVESCO EXCHANGE TRADED FD T | — | 140K | $8.4M | 3.50% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 40K | $8.4M | 3.47% |
| 7 | IEI | ISHARES TR | — | 64K | $7.5M | 3.13% |
| 8 | MSFT | Microsoft Corporation | Technology | 17K | $6.4M | 2.65% |
| 9 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 14K | $4.6M | 1.90% |
| 10 | CBOE | Cboe Global Markets, Inc. | Financial Services | 15K | $4.3M | 1.80% |
| 11 | AVGO | Broadcom Inc. | Technology | 14K | $4.3M | 1.78% |
| 12 | IAU | ISHARES GOLD TR | — | 64K | $4.3M | 1.78% |
| 13 | WMT | Walmart Inc. | Consumer Defensive | 34K | $4.3M | 1.77% |
| 14 | META | Meta Platforms, Inc. | Technology | 7K | $4.1M | 1.71% |
| 15 | LRCX | Lam Research Corporation | Technology | 17K | $3.7M | 1.54% |
Showing 1 to 15 of 77 holdings