Altman Advisors, Inc.
CIK 1731671 · Holdings on Mar 31, 2024 · First reported May 9, 2024
Top ten holdings
Q1 2024- FNOV7.99%
- IEUR4.05%
- AMZN3.08%
- MSFT2.92%
- AAPL2.78%
- GOOGL2.13%
- NVDA1.88%
- EXMOC1.80%
- XSVM1.66%
- IAU1.63%
Share classes counted separately29.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +0.99 pp0.89% → 1.88%Shares +850 (+24.90%)
- GOOGLWeight decreased · -0.85 pp2.98% → 2.13%Shares -12.58K (-30.87%)
- AVGOWeight decreased · -0.49 pp1.81% → 1.32%Shares -1.08K (-34.82%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 ETFFT VEST US EQT View history and evidence | $16.41M | 7.99% | 367.75K shares | 7.95% → 7.99%+0.04 pp +11.03K (+3.09%) | Added | ↗▾ |
| 02 | IEURISHARES CORE MSCI EUROPE ETFCORE MSCI EURO View history and evidence | $8.31M | 4.05% | 144.01K shares | 3.95% → 4.05%+0.10 pp +6.99K (+5.10%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $6.34M | 3.08% | 35.02K shares | 2.76% → 3.08%+0.32 pp +380 (+1.10%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $6.01M | 2.92% | 14.15K shares | 2.68% → 2.92%+0.24 pp +585 (+4.31%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $5.72M | 2.78% | 33.65K shares | 2.87% → 2.78%-0.09 pp +5.25K (+18.47%) | Added | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.38M | 2.13% | 28.17K shares | 2.98% → 2.13%-0.85 pp -12.58K (-30.87%) | Reduced | ↗▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $3.85M | 1.88% | 4.26K shares | 0.89% → 1.88%+0.99 pp +850 (+24.90%) | Added | ↗▾ |
| 08 | EXMOCEXXON MOBIL CORP View history and evidence | $3.69M | 1.80% | 31.53K shares | 1.59% → 1.80%+0.21 pp +1.27K (+4.20%) | Added | ↗▾ |
| 09 | XSVMINVESCO S&P SMALLCAP VALUE WS&P SMCP VLU MNT View history and evidence | $3.42M | 1.66% | 60.50K shares | 1.64% → 1.66%+0.02 pp +2.83K (+4.91%) | Added | ↗▾ |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $3.34M | 1.63% | 78.68K shares | 1.56% → 1.63%+0.07 pp +2.36K (+3.09%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACWI ISHARES MSCI ACWI ETF | Non-derivative | -101,519 | -$10.33M | SEC filing ↗ | SEC filing ↗ |
| ADM ARCHER-DANIELS-MIDLAND CO | Non-derivative | -9,936 | -$717.61K | SEC filing ↗ | SEC filing ↗ |
| WNSN WNS HOLDINGS LTD-ADR | Non-derivative | -8,617 | -$544.59K | SEC filing ↗ | 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 205447486
}Research all 95 reported holdings.
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