Altman Advisors, Inc.
CIK 1731671 · Holdings on Sep 30, 2024 · First reported Nov 8, 2024
Top ten holdings
Q3 2024- FNOV7.95%
- IEUR4.68%
- AAPL3.45%
- MSFT2.90%
- AMZN2.87%
- NVDA2.78%
- XSVM1.98%
- GOOGL1.93%
- IAU1.77%
- META1.71%
Share classes counted separately32.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FNOVWeight decreased · -1.77 pp9.72% → 7.95%Shares +7.53K (+2.03%)
- MSFTWeight decreased · -0.94 pp3.84% → 2.90%Shares +51 (+0.34%)
- AMZNWeight decreased · -0.92 pp3.79% → 2.87%Shares +141 (+0.41%)
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 | $17.88M | 7.95% | 378.91K shares | 9.72% → 7.95%-1.77 pp +7.53K (+2.03%) | Added | ↗▾ |
| 02 | IEURISHARES CORE MSCI EUROPE ETFCORE MSCI EURO View history and evidence | $10.51M | 4.68% | 172.55K shares | 4.69% → 4.68%-0.01 pp +27.71K (+19.13%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $7.75M | 3.45% | 33.28K shares | 4.03% → 3.45%-0.58 pp -344 (-1.02%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $6.52M | 2.90% | 15.15K shares | 3.84% → 2.90%-0.94 pp +51 (+0.34%) | Added | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $6.46M | 2.87% | 34.66K shares | 3.79% → 2.87%-0.92 pp +141 (+0.41%) | Added | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $6.25M | 2.78% | 51.43K shares | 3.59% → 2.78%-0.81 pp +274 (+0.54%) | Added | ↗▾ |
| 07 | XSVMINVESCO S&P SMALLCAP VALUE WS&P SMCP VLU MNT View history and evidence | $4.44M | 1.98% | 80.74K shares | 1.83% → 1.98%+0.15 pp +19.28K (+31.38%) | Added | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.33M | 1.93% | 26.09K shares | 2.73% → 1.93%-0.80 pp -285 (-1.08%) | Reduced | ↗▾ |
| 09 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $3.97M | 1.77% | 79.94K shares | 1.98% → 1.77%-0.21 pp +708 (+0.89%) | Added | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $3.85M | 1.71% | 6.72K shares | 1.91% → 1.71%-0.20 pp +64 (+0.96%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LRCX LAM RESEARCH CORP | Non-derivative | -2,331 | -$2.48M | SEC filing ↗ | SEC filing ↗ |
| HPQ HP INC | Non-derivative | -48,802 | -$1.71M | SEC filing ↗ | SEC filing ↗ |
| HDB HDFC BANK LTD-ADR | Non-derivative | -22,477 | -$1.45M | SEC filing ↗ | SEC filing ↗ |
3 / 6 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 224764549
}Research all 93 reported holdings.
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