Altman Advisors, Inc.
CIK 1731671 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- FNOV10.51%
- GOOGL3.35%
- AAPL3.00%
- MSFT2.81%
- AMZN2.73%
- TSLA2.44%
- EXMOC2.19%
- AVGO1.82%
- IAU1.70%
- CBOE1.50%
Share classes counted separately32.05%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FNOVFT VEST US EQUITY BUFFER ETFCBOE EQT BUFER View history and evidence | $16.84M | 10.51% | 433.24K shares | — | ↗▾ | |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.36M | 3.35% | 40.99K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $4.81M | 3.00% | 28.11K shares | — | ↗▾ | |
| 04 | MSFTMICROSOFT CORP View history and evidence | $4.50M | 2.81% | 14.26K shares | — | ↗▾ | |
| 05 | AMZNAMAZON.COM INC View history and evidence | $4.37M | 2.73% | 34.37K shares | — | ↗▾ | |
| 06 | TSLATESLA INC View history and evidence | $3.91M | 2.44% | 15.63K shares | — | ↗▾ | |
| 07 | EXMOCEXXON MOBIL CORP View history and evidence | $3.50M | 2.19% | 29.80K shares | — | ↗▾ | |
| 08 | AVGOBROADCOM INC View history and evidence | $2.91M | 1.82% | 3.50K shares | — | ↗▾ | |
| 09 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $2.72M | 1.70% | 77.84K shares | — | ↗▾ | |
| 10 | CBOECBOE GLOBAL MARKETS INC View history and evidence | $2.41M | 1.50% | 15.43K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KNG FT VEST S&P 500 DVD ARST TRG | Non-derivative | — | — | SEC filing ↗ | |
| AMLP ALERIAN MLP ETF | Non-derivative | — | — | SEC filing ↗ | |
| MCD MCDONALD'S CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1731671 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 160215007
}Research all 91 reported holdings.
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