Altman Advisors, Inc.
data from 30/09/2025
Capitalization
$ 269.953 M
10.27 %
Performance
$ 156.378 M
102.34 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IEUR | ISHARES TR | 5.83% | 15.732 M $ | 230942 | 2023/12/31 | 439.246 K $ | 2.90 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 4.56% | 12.312 M $ | 65988 | 2023/12/31 | 1.896 M $ | 18.65 % |
| 2025/09/30 | AAPL | APPLE INC | 3.31% | 8.925 M $ | 35050 | 2023/09/30 | 1.737 M $ | 23.80 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 3.18% | 8.574 M $ | 35271 | 2023/09/30 | 2.397 M $ | 38.03 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 2.94% | 7.927 M $ | 15305 | 2023/09/30 | 315.350 K $ | 4.17 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 2.83% | 7.646 M $ | 34823 | 2023/09/30 | 6.255 K $ | 0.08 % |
| 2025/09/30 | XSVM | INVESCO EXCHANGE TRADED FD T | 2.59% | 6.993 M $ | 123864 | 2023/12/31 | 390.888 K $ | 8.39 % |
| 2025/09/30 | IEF | ISHARES TR | 2.24% | 6.035 M $ | 62562 | 2025/03/31 | 40.778 K $ | 0.72 % |
| 2025/09/30 | AVGO | BROADCOM INC | 2.22% | 5.982 M $ | 18133 | 2023/09/30 | 1.009 M $ | 20.50 % |
| 2025/09/30 | IAU | ISHARES GOLD TR | 1.99% | 5.380 M $ | 86483 | 2023/09/30 | 889.576 K $ | 18.92 % |
| 2025/09/30 | META | META PLATFORMS INC | 1.75% | 4.733 M $ | 6445 | 2023/09/30 | -15.964 K $ | -0.52 % |
| 2025/09/30 | WMT | WALMART INC | 1.43% | 3.856 M $ | 37411 | 2023/09/30 | 198.654 K $ | 5.37 % |
| 2025/09/30 | CBOE | CBOE GLOBAL MKTS INC | 1.40% | 3.784 M $ | 15431 | 2023/09/30 | 185.789 K $ | 5.19 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.36% | 3.676 M $ | 13160 | 2023/09/30 | 697.804 K $ | 23.50 % |
| 2025/09/30 | ABBV | ABBVIE INC | 1.36% | 3.675 M $ | 15874 | 2023/09/30 | 725.076 K $ | 24.17 % |
| 2025/09/30 | ORCL | ORACLE CORP | 1.31% | 3.542 M $ | 12595 | 2023/09/30 | 952.736 K $ | 28.59 % |
| 2025/09/30 | FNOV | FIRST TR EXCHNG TRADED FD VI | 1.31% | 3.525 M $ | 94521 | 2023/09/30 | 318.396 K $ | 7.20 % |
| 2025/09/30 | NFLX | NETFLIX INC | 1.30% | 3.521 M $ | 2937 | 2023/09/30 | -411.516 K $ | -10.84 % |
| 2025/09/30 | ANET | ARISTA NETWORKS INC | 1.28% | 3.468 M $ | 23802 | 2024/12/31 | 1.034 M $ | 43.88 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.26% | 3.404 M $ | 6771 | 2023/09/30 | 113.851 K $ | 3.47 % |
| 2025/09/30 | CEG | CONSTELLATION ENERGY CORP | 1.23% | 3.318 M $ | 10081 | 2023/09/30 | 62.898 K $ | 2.05 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 1.23% | 3.315 M $ | 6761 | 2023/09/30 | -128.269 K $ | -3.85 % |
| 2025/09/30 | LRCX | LAM RESEARCH CORP | 1.22% | 3.282 M $ | 24507 | 2024/12/31 | 905.810 K $ | 37.76 % |
| 2025/09/30 | MUFG | MITSUBISHI UFJ FINL GROUP IN | 1.19% | 3.208 M $ | 201281 | 2023/09/30 | 445.960 K $ | 16.17 % |
| 2025/09/30 | C | CITIGROUP INC | 1.14% | 3.076 M $ | 30306 | 2023/09/30 | 507.436 K $ | 18.99 % |
| 2025/09/30 | MFG | MIZUHO FINANCIAL GROUP INC | 1.10% | 2.969 M $ | 443163 | 2023/09/30 | 512.876 K $ | 20.28 % |
| 2025/09/30 | UBS | UBS GROUP AG | 1.09% | 2.943 M $ | 71772 | 2023/09/30 | 515.703 K $ | 21.26 % |
| 2025/09/30 | EXPE | EXPEDIA GROUP INC | 1.07% | 2.888 M $ | 13511 | 2023/09/30 | 610.878 K $ | 25.90 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 1.07% | 2.883 M $ | 9141 | 2023/09/30 | 233.890 K $ | 8.79 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 1.04% | 2.802 M $ | 9929 | 2023/09/30 | -124.874 K $ | -4.33 % |
| 2025/09/30 | FLIN | FRANKLIN TEMPLETON ETF TR | 1.01% | 2.714 M $ | 72790 | 2024/09/30 | -183.616 K $ | -6.35 % |
| 2025/09/30 | TIMB | TIM S A | 1.00% | 2.708 M $ | 121304 | 2025/03/31 | 266.150 K $ | 10.92 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 1.00% | 2.697 M $ | 27526 | 2025/03/31 | 128.084 K $ | 5.07 % |
| 2025/09/30 | MS | MORGAN STANLEY | 1.00% | 2.688 M $ | 16908 | 2023/09/30 | 308.116 K $ | 12.83 % |
| 2025/09/30 | ETN | EATON CORP PLC | 0.99% | 2.660 M $ | 7106 | 2023/09/30 | 122.666 K $ | 4.86 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.96% | 2.580 M $ | 50006 | 2023/09/30 | 213.273 K $ | 8.87 % |
| 2025/09/30 | V | VISA INC | 0.95% | 2.573 M $ | 7537 | 2023/09/30 | -102.333 K $ | -3.85 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.95% | 2.573 M $ | 3372 | 2024/09/30 | -29.605 K $ | -2.13 % |
| 2025/09/30 | MMM | 3M CO | 0.95% | 2.568 M $ | 16550 | 2024/06/30 | 49.594 K $ | 1.91 % |
| 2025/09/30 | TWLO | TWILIO INC | 0.95% | 2.562 M $ | 25598 | 2025/06/30 | -501.442 K $ | -20.70 % |
| 2025/09/30 | NVO | NOVO-NORDISK A S | 0.94% | 2.543 M $ | 36420 | 2023/09/30 | -492.762 K $ | -19.38 % |
| 2025/09/30 | GILD | GILEAD SCIENCES INC | 0.92% | 2.477 M $ | 22319 | 2023/09/30 | 2.858 K $ | 0.12 % |
| 2025/09/30 | LNG | CHENIERE ENERGY INC | 0.89% | 2.404 M $ | 10231 | 2023/09/30 | -87.159 K $ | -3.62 % |
| 2025/09/30 | GD | GENERAL DYNAMICS CORP | 0.88% | 2.363 M $ | 6929 | 2023/09/30 | 340.791 K $ | 16.76 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.88% | 2.362 M $ | 7773 | 2023/12/31 | 89.200 K $ | 3.94 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.86% | 2.308 M $ | 4058 | 2023/09/30 | 27.892 K $ | 1.22 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.85% | 2.300 M $ | 2889 | 2023/09/30 | 254.813 K $ | 12.54 % |
| 2025/09/30 | BABA | ALIBABA GROUP HLDG LTD | 0.84% | 2.272 M $ | 12714 | 2025/03/31 | 820.811 K $ | 57.31 % |
| 2025/09/30 | PNC | PNC FINL SVCS GROUP INC | 0.82% | 2.212 M $ | 11007 | 2023/09/30 | 159.508 K $ | 7.54 % |
| 2025/09/30 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.81% | 2.198 M $ | 13046 | 2023/09/30 | -194.165 K $ | -8.24 % |
| 2025/09/30 | NVS | NOVARTIS AG | 0.81% | 2.198 M $ | 17136 | 2023/09/30 | 122.910 K $ | 5.87 % |
| 2025/09/30 | CB | CHUBB LIMITED | 0.81% | 2.186 M $ | 7548 | 2023/09/30 | -56.383 K $ | -2.58 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.81% | 2.175 M $ | 19287 | 2023/09/30 | 94.871 K $ | 4.53 % |
| 2025/09/30 | PHM | PULTE GROUP INC | 0.76% | 2.046 M $ | 15481 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WCN | WASTE CONNECTIONS INC | 0.75% | 2.029 M $ | 11539 | 2023/09/30 | -124.619 K $ | -5.87 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.75% | 2.015 M $ | 4973 | 2023/09/30 | 190.706 K $ | 10.33 % |
| 2025/09/30 | FLJP | FRANKLIN TEMPLETON ETF TR | 0.74% | 1.997 M $ | 57786 | 2024/06/30 | 138.411 K $ | 7.54 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.74% | 1.995 M $ | 2155 | 2023/09/30 | -137.687 K $ | -6.52 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.74% | 1.986 M $ | 10710 | 2023/09/30 | 346.922 K $ | 20.95 % |
| 2025/09/30 | D | DOMINION ENERGY INC | 0.72% | 1.944 M $ | 31783 | 2023/09/30 | 146.442 K $ | 8.07 % |
| 2025/09/30 | T | AT&T INC | 0.71% | 1.921 M $ | 68012 | 2024/12/31 | -47.157 K $ | -2.42 % |
| 2025/09/30 | O | REALTY INCOME CORP | 0.71% | 1.916 M $ | 31514 | 2023/09/30 | 98.818 K $ | 5.50 % |
| 2025/09/30 | FE | FIRSTENERGY CORP | 0.70% | 1.892 M $ | 41282 | 2023/09/30 | 229.110 K $ | 13.77 % |
| 2025/09/30 | SHEL | SHELL PLC | 0.70% | 1.880 M $ | 26284 | 2023/09/30 | 29.116 K $ | 1.57 % |
| 2025/09/30 | SHW | SHERWIN WILLIAMS CO | 0.70% | 1.877 M $ | 5284 | 2023/12/31 | 15.323 K $ | 0.82 % |
| 2025/09/30 | UL | UNILEVER PLC | 0.69% | 1.862 M $ | 31413 | 2023/09/30 | -58.733 K $ | -3.07 % |
| 2025/09/30 | GNRC | GENERAC HLDGS INC | 0.67% | 1.807 M $ | 10793 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPYV | SPDR SERIES TRUST | 0.67% | 1.795 M $ | 138664 | 2023/09/30 | 397.239 K $ | 22.86 % |
| 2025/09/30 | SCCO | SOUTHERN COPPER CORP | 0.66% | 1.789 M $ | 14745 | 2024/03/31 | 300.023 K $ | 19.77 % |
| 2025/09/30 | DE | DEERE & CO | 0.66% | 1.780 M $ | 3893 | 2023/09/30 | -197.696 K $ | -10.08 % |
| 2025/09/30 | NEE | NEXTERA ENERGY INC | 0.63% | 1.713 M $ | 23448 | 2023/09/30 | 142.329 K $ | 8.31 % |
| 2025/09/30 | YUMC | YUM CHINA HLDGS INC | 0.63% | 1.700 M $ | 39613 | 2024/12/31 | -69.607 K $ | -3.92 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.62% | 1.679 M $ | 3754 | 2023/09/30 | -356.923 K $ | -17.88 % |
| 2025/09/30 | PBR | PETROLEO BRASILEIRO SA PETRO | 0.62% | 1.662 M $ | 131294 | 2023/09/30 | 19.639 K $ | 1.19 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.61% | 1.640 M $ | 10135 | 2023/09/30 | 201.784 K $ | 14.61 % |
| 2025/09/30 | EQIX | EQUINIX INC | 0.60% | 1.625 M $ | 2075 | 2023/09/30 | -25.144 K $ | -1.54 % |
| 2025/09/30 | AMT | AMERICAN TOWER CORP NEW | 0.59% | 1.606 M $ | 8350 | 2023/09/30 | -237.636 K $ | -12.79 % |
| 2025/09/30 | TSLA | TESLA INC | 0.59% | 1.594 M $ | 3585 | 2023/09/30 | 1.164 M $ | 42.25 % |
| 2025/09/30 | EOG | EOG RES INC | 0.59% | 1.583 M $ | 14121 | 2023/09/30 | -105.122 K $ | -6.18 % |
| 2025/09/30 | HUBS | HUBSPOT INC | 0.58% | 1.568 M $ | 3352 | 2023/09/30 | -293.760 K $ | -15.92 % |
| 2025/09/30 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.58% | 1.552 M $ | 23146 | 2025/06/30 | -261.275 K $ | -13.63 % |
| 2025/09/30 | ZTS | ZOETIS INC | 0.50% | 1.360 M $ | 9297 | 2023/09/30 | -88.624 K $ | -6.05 % |
| 2025/09/30 | SPYG | SPDR SERIES TRUST | 0.47% | 1.259 M $ | 90815 | 2023/09/30 | 773.016 K $ | 66.38 % |
| 2025/09/30 | JQUA | J P MORGAN EXCHANGE TRADED F | 0.38% | 1.035 M $ | 16453 | 2025/06/30 | 47.055 K $ | 4.75 % |
| 2025/09/30 | IBIT | ISHARES BITCOIN TRUST ETF | 0.33% | 903.630 K $ | 13902 | 2025/03/31 | 52.381 K $ | 6.33 % |
| 2025/09/30 | DUHP | DIMENSIONAL ETF TRUST | 0.30% | 804.086 K $ | 21289 | 2025/06/30 | 47.048 K $ | 6.18 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.26% | 694.439 K $ | 1134 | 2025/06/30 | 50.292 K $ | 7.81 % |
| 2025/09/30 | EFA | ISHARES TR | 0.25% | 671.242 K $ | 7189 | 2023/09/30 | 28.815 K $ | 4.46 % |
| 2025/09/30 | BYLD | ISHARES TR | 0.20% | 551.776 K $ | 262498 | 2023/12/31 | 80.216 K $ | 14.96 % |
| 2025/09/30 | EFR | EATON VANCE SR FLTNG RTE TR | 0.20% | 528.814 K $ | 55830 | 2023/09/30 | -38.028 K $ | -6.87 % |
| 2025/09/30 | SMMD | ISHARES TR | 0.13% | 340.744 K $ | 23750 | 2023/09/30 | 132.560 K $ | 41.13 % |
| 2025/09/30 | SSO | PROSHARES TR | 0.11% | 305.891 K $ | 2728 | 2024/03/31 | 39.310 K $ | 14.77 % |
| 2025/09/30 | EMXC | ISHARES INC | 0.11% | 301.567 K $ | 4467 | 2025/06/30 | 19.520 K $ | 6.91 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.10% | 272.382 K $ | 409 | 2024/09/30 | 20.298 K $ | 7.83 % |
| 2025/09/30 | EEM | ISHARES TR | 0.10% | 269.777 K $ | 5052 | 2025/06/30 | 26.377 K $ | 10.68 % |
| 2025/09/30 | BKNG | BOOKING HOLDINGS INC | 0.10% | 257.883 K $ | 45 | 2025/03/31 | -17.548 K $ | -6.80 % |
| 2025/09/30 | CMCSA | COMCAST CORP NEW | 0.09% | 247.338 K $ | 7872 | 2023/09/30 | -33.613 K $ | -11.75 % |
| 2025/09/30 | SO | SOUTHERN CO | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |