Fund HoldingsAltman Advisors, Inc.

Total Portfolio Value
$205.45M
Total Bought
$46.71M
Total Sold
$35.71M
Net Transaction
+$11.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0367,747+367,747016,4057.99%+16,405
NVIDIA CORPORATION(NVDA)3,4134,263+8501,6903,8521.88%+2,162
SOUTHERN COPPER CORP(SCCO)011,924+11,92401,2760.62%+1,276
WNS HLDGS LTD021,700+21,70001,1090.54%+1,109
AMAZON COM INC(AMZN)34,63535,015+3805,2626,3373.08%+1,074
CONSTELLATION ENERGY CORP(CEG)14,87214,752-1201,7382,7441.34%+1,005
MICROSOFT CORP(MSFT)13,56714,152+5855,1026,0092.92%+907
FIRSTENERGY CORP(FE)15,12237,580+22,4585541,4420.70%+888
UNILEVER PLC(UL)11,22128,610+17,3895441,4260.69%+882
DOMINION ENERGY INC(D)11,45328,833+17,3805381,4170.69%+879
HP INC(HPQ)21,40249,052+27,6506441,4900.73%+846
BANK AMERICA CORP30,89948,534+17,6351,0401,8210.89%+781
ISHARES TR
CORE MSCI EURO
137,018144,011+6,9937,5398,3144.05%+775
GOLDMAN SACHS GROUP INC(GS)2,6484,297+1,6491,0221,7770.86%+755
TARGET CORP(TGT)8,46010,992+2,5321,2051,9550.95%+750
REALTY INCOME CORP(O)14,08428,231+14,1478091,5090.73%+701
TAIWAN SEMICONDUCTOR MFG LTD(TSM)13,61414,841+1,2271,4162,1001.02%+684
DEERE & CO(DE)1,8253,480+1,6557301,4060.68%+677
PFIZER INC(PFE)17,37642,184+24,8085001,1690.57%+669
EXXON MOBIL CORP30,25931,531+1,2723,0253,6891.80%+664
MORGAN STANLEY(MS)9,19916,262+7,0638581,5210.74%+663
PNC FINL SVCS GROUP INC(PNC)6,39010,268+3,8789891,6420.80%+653
HDFC BANK LTD(HDB)8,72922,018+13,2895861,2380.60%+652
ARISTA NETWORKS INC8,9698,928-412,1122,6761.30%+564
EATON CORP PLC(ETN)6,9817,079+981,6812,2091.08%+528
BERKSHIRE HATHAWAY INC DEL6,5146,679+1652,3232,8071.37%+483
META PLATFORMS INC(META)6,5535,681-8722,3202,7911.36%+472
JPMORGAN CHASE & CO(JPM)14,07914,365+2862,3952,8581.39%+463
NOVO-NORDISK A S(NVO)15,46915,930+4611,6002,0320.99%+432
CITIGROUP INC(C)30,26831,270+1,0021,5571,9840.97%+427
NETFLIX INC(NFLX)3,0553,114+591,4871,9130.93%+426
LAM RESEARCH CORP(LRCX)2,5282,411-1171,9802,3671.15%+387
TEXTRON INC(TXT)21,35721,928+5711,7182,0901.02%+373
DELTA AIR LINES INC DEL(DAL)38,00439,286+1,2821,5291,8940.92%+365
ORACLE CORP(ORCL)16,51316,766+2531,7412,1041.02%+363
ISHARES GOLD TR(IAU)76,32278,681+2,3592,9793,3411.63%+362
CROWDSTRIKE HLDGS INC(CRWD)9,1858,442-7432,3452,6981.31%+353
MITSUBISHI UFJ FINL GROUP IN(MUFG)199,628204,841+5,2131,7192,0441.00%+326
INTUITIVE SURGICAL INC5,3235,345+221,7962,1111.03%+315
THERMO FISHER SCIENTIFIC INC(TMO)2,3962,735+3391,2721,5790.77%+308
INTERNATIONAL BUSINESS MACHS(IBM)10,29810,485+1871,6841,9900.97%+306
NEXTERA ENERGY INC(NEE)17,73421,734+4,0001,0771,3770.67%+300
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
57,66760,500+2,8333,1243,4211.66%+297
COSTCO WHSL CORP NEW(COST)3,9613,996+352,6152,8821.40%+268
CHUBB LIMITED
COM
7,1367,301+1651,6131,8790.91%+267
WASTE CONNECTIONS INC(WCN)10,57210,825+2531,5781,8440.90%+266
ABBVIE INC(ABBV)11,50811,291-2171,7832,0410.99%+258
GENERAL DYNAMICS CORP(GD)6,3536,535+1821,6501,9050.93%+256
WALMART INC(WMT)9,57529,412+19,8371,5101,7650.86%+255
PRUDENTIAL FINL INC(PFH)15,30615,839+5331,5871,8420.90%+255
APPLE INC(AAPL)28,40233,649+5,2475,4685,7212.78%+253
DEXCOM INC(DXCM)13,57413,950+3761,6841,9240.94%+240
MIZUHO FINANCIAL GROUP INC(MFG)429,268443,497+14,2291,4771,7120.83%+235
PROSHARES TR
PSHS ULT S&P 500
02,960+2,96002290.11%+229
MASTERCARD INCORPORATED(MA)3,8293,879+501,6331,8560.90%+223
HUBSPOT INC(HUBS)3,0923,119+271,7951,9860.97%+191
SHERWIN WILLIAMS CO(SHW)4,7094,898+1891,4691,6560.81%+188
ISHARES INC36,11939,343+3,2241,3251,5040.73%+179
BP PLC(BP)39,11340,818+1,7051,3851,5490.75%+164
INTERCONTINENTAL EXCHANGE IN(ICE)12,24112,629+3881,5721,7310.84%+158
HOME DEPOT INC(HD)4,5064,639+1331,5621,7070.83%+146
SHELL PLC(SHEL)22,38823,437+1,0491,4731,5920.77%+119
AMERICAN TOWER CORP NEW(AMT)6,2757,505+1,2301,3551,4490.71%+94
SPDR SER TR
ST STR P500VAL
20,30720,676+3699471,0290.50%+83
BECTON DICKINSON & CO(BDX)5,3595,667+3081,3071,3830.67%+76
JOHNSON & JOHNSON(JNJ)8,9509,335+3851,4031,4730.72%+70
CHENIERE ENERGY INC(LNG)8,8569,924+1,0681,5121,5810.77%+69
INNOVATOR ETFS TRUST27,86028,555+6956827480.36%+66
EATON VANCE SR FLTNG RTE TR
COM
110,759112,553+1,7941,4021,4680.71%+65
SPDR SER TR
ST STR P500GRW
7,2087,219+114695290.26%+60
CBOE GLOBAL MKTS INC(CBOE)15,43115,43102,7552,8061.37%+51
ISHARES TR6,7066,905+1995055490.27%+44
EQUINIX INC(EQIX)1,7871,851+641,4391,4810.72%+42
ISHARES TR
RUSEL 2500 ETF
4,5644,619+552813000.15%+19
MCDONALDS CORP(MCD)4,1354,430+2951,2261,2410.60%+15
UBS GROUP AG(UBS)66,76167,809+1,0482,0632,0671.01%+4
CISCO SYS INC(CSCO)6,6806,68003373340.16%-3
COMCAST CORP NEW(CCZ)41,88343,252+1,3691,8371,8290.89%-8
NOVARTIS AG(NVS)14,93415,516+5821,5081,4880.72%-20
ANHEUSER BUSCH INBEV SA/NV(BUD)26,19427,177+9831,6931,6610.81%-32
EOG RES INC(EOG)13,87512,646-1,2291,6781,6410.80%-37
UNITEDHEALTH GROUP INC(UNH)2,8723,001+1291,5121,4700.72%-42
ISHARES TR
YLD OPTIM BD
14,33012,338-1,9923212750.13%-47
PETROLEO BRASILEIRO SA PETRO(PBR)115,375117,882+2,5071,8431,7940.87%-48
GILEAD SCIENCES INC(GILD)19,19120,068+8771,5551,4630.71%-92
VISA INC(V)8,3787,373-1,0052,1812,0521.00%-129
NIKE INC(NKE)13,55214,264+7121,4711,3200.64%-151
BHP GROUP LTD23,26724,479+1,2121,5891,4280.70%-161
EXPEDIA GROUP INC(EXPE)12,68013,124+4441,9251,7480.85%-176
ZOETIS INC(ZTS)8,2848,598+3141,6351,4360.70%-199
PAYPAL HLDGS INC(PYPL)3,7000-3,7002270-227
QUALCOMM INC(QCOM)1,7000-1,7002460-246
ADOBE INC(ADBE)3,0823,157+751,8391,5850.77%-254
ABBOTT LABS2,3990-2,3992640-264
T-MOBILE US INC(TMUS)1,7000-1,7002730-273
UBER TECHNOLOGIES INC(UBER)5,5800-5,5803440-344
WNS HLDGS LTD8,6170-8,6175450-545
ADVANCED MICRO DEVICES INC(AMD)15,1068,696-6,4102,2271,5940.78%-632
ARCHER DANIELS MIDLAND CO9,9360-9,9367180-718
BROADCOM INC(AVGO)3,0902,014-1,0763,4492,7201.32%-730
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