0001085146-22-002878.txt : 20220808
0001085146-22-002878.hdr.sgml : 20220808
20220808163604
ACCESSION NUMBER: 0001085146-22-002878
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220808
DATE AS OF CHANGE: 20220808
EFFECTIVENESS DATE: 20220808
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Altman Advisors, Inc.
CENTRAL INDEX KEY: 0001731671
IRS NUMBER: 813128190
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18637
FILM NUMBER: 221144945
BUSINESS ADDRESS:
STREET 1: 1233 S WACKER DR., SUITE 9750
CITY: CHICAGO
STATE: IL
ZIP: 60606
BUSINESS PHONE: 3127597810
MAIL ADDRESS:
STREET 1: 1233 S WACKER DR., SUITE 9750
CITY: CHICAGO
STATE: IL
ZIP: 60606
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001731671
XXXXXXXX
06-30-2022
06-30-2022
false
Altman Advisors, Inc.
1233 S WACKER DR., SUITE 9750
CHICAGO
IL
60606
13F HOLDINGS REPORT
028-18637
N
Gerardo Martinez
Regulatory Consultant
310-275-7300
/s/ Gerardo Martinez
Beverly Hills
CA
08-08-2022
0
86
175505
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBVIE INC
COM
00287Y109
3474
24748
SH
SOLE
24043
705
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1296
3161
SH
SOLE
3087
74
0
ADVANCED MICRO DEVICES INC
COM
007903107
1522
15328
SH
SOLE
14890
438
0
ALPHABET INC
CAP STK CL A
02079K305
3849
33435
SH
SOLE
32678
757
0
AMAZON COM INC
COM
023135106
4561
33998
SH
SOLE
33240
758
0
AMERICAN TOWER CORP NEW
COM
03027X100
1538
5769
SH
SOLE
5657
112
0
APPLE INC
COM
037833100
4138
25862
SH
SOLE
25209
653
0
ARCHER DANIELS MIDLAND CO
COM
039483102
1403
16947
SH
SOLE
16620
327
0
ARISTA NETWORKS INC
COM
040413106
2223
18981
SH
SOLE
18551
430
0
BECTON DICKINSON & CO
COM
075887109
1964
8080
SH
SOLE
7898
182
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2393
8189
SH
SOLE
8028
161
0
BK OF AMERICA CORP
COM
060505104
932
28211
SH
SOLE
27667
544
0
BOOKING HOLDINGS INC
COM
09857L108
372
190
SH
SOLE
190
0
0
BP PLC
SPONSORED ADR
055622104
1354
46134
SH
SOLE
45226
908
0
BROADCOM INC
COM
11135F101
3183
5992
SH
SOLE
5820
172
0
CBOE GLOBAL MKTS INC
COM
12503M108
1815
15431
SH
SOLE
15431
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
3931
26927
SH
SOLE
26329
598
0
COMCAST CORP NEW
CL A
20030N101
1289
34217
SH
SOLE
33555
662
0
CONSTELLATION BRANDS INC
CL A
21036P108
1481
6045
SH
SOLE
5928
117
0
CONSTELLATION ENERGY CORP
COM
21037T109
1459
22166
SH
SOLE
21738
428
0
COSTCO WHSL CORP NEW
COM
22160K105
3499
6439
SH
SOLE
6295
144
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
2606
13852
SH
SOLE
13541
311
0
DATADOG INC
CL A COM
23804L103
1634
15366
SH
SOLE
15022
344
0
DEERE & CO
COM
244199105
1280
3841
SH
SOLE
3765
76
0
DELTA AIR LINES INC DEL
COM NEW
247361702
1296
40730
SH
SOLE
39944
786
0
DEXCOM INC
COM
252131107
1195
13538
SH
SOLE
13274
264
0
DOMINION ENERGY INC
COM
25746U109
1255
15278
SH
SOLE
14983
295
0
EATON CORP PLC
SHS
G29183103
1345
9189
SH
SOLE
8984
205
0
ELECTRONIC ARTS INC
COM
285512109
1321
10251
SH
SOLE
10021
230
0
EOG RES INC
COM
26875P101
1364
12721
SH
SOLE
12434
287
0
EQUINIX INC
COM
29444U700
1134
1647
SH
SOLE
1603
44
0
EXPEDIA GROUP INC
COM NEW
30212P303
844
8121
SH
SOLE
7938
183
0
EXXON MOBIL CORP
COM
30231G102
3165
33644
SH
SOLE
32984
660
0
FIRST TR EXCHANGE-TRADED FD
FT CBOE VEST S&P
33739Q705
13906
268768
SH
SOLE
265044
3724
0
FIRST TR EXCHNG TRADED FD VI
CBOE EQT DEP NOV
33740F839
16979
514895
SH
SOLE
507744
7151
0
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
560
11854
SH
SOLE
11795
59
0
FMC CORP
COM NEW
302491303
1377
12805
SH
SOLE
12558
247
0
GENERAL DYNAMICS CORP
COM
369550108
1360
5988
SH
SOLE
5872
116
0
GOLDMAN SACHS GROUP INC
COM
38141G104
2430
7410
SH
SOLE
7244
166
0
HOME DEPOT INC
COM
437076102
2824
9391
SH
SOLE
9180
211
0
HP INC
COM
40434L105
1339
40900
SH
SOLE
39982
918
0
HUBSPOT INC
COM
443573100
1002
3051
SH
SOLE
2982
69
0
ILLUMINA INC
COM
452327109
937
4278
SH
SOLE
4180
98
0
INNOVATOR ETFS TR
US EQTY ACC ETF
45783Y764
596
28299
SH
SOLE
28299
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1045
10383
SH
SOLE
10149
234
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1225
9294
SH
SOLE
9144
150
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
1444
6057
SH
SOLE
5921
136
0
ISHARES GOLD TR
ISHARES NEW
464285204
2902
86841
SH
SOLE
85609
1232
0
ISHARES TR
IBOXX INV CP ETF
464287242
411
3632
SH
SOLE
3632
0
0
JOHNSON & JOHNSON
COM
478160104
1464
8469
SH
SOLE
8303
166
0
JPMORGAN CHASE & CO
COM
46625H100
2107
18740
SH
SOLE
18263
477
0
LENNAR CORP
CL A
526057104
1356
16543
SH
SOLE
16174
369
0
LOUISIANA PAC CORP
COM
546347105
1206
19381
SH
SOLE
19007
374
0
LULULEMON ATHLETICA INC
COM
550021109
1250
4088
SH
SOLE
3995
93
0
MASTERCARD INCORPORATED
CL A
57636Q104
1326
3800
SH
SOLE
3712
88
0
MCDONALDS CORP
COM
580135101
1597
6117
SH
SOLE
5999
118
0
META PLATFORMS INC
CL A
30303M102
1327
8286
SH
SOLE
8073
213
0
MICROSOFT CORP
COM
594918104
3964
14425
SH
SOLE
14059
366
0
MODERNA INC
COM
60770K107
225
1400
SH
SOLE
0
1400
0
MORGAN STANLEY
COM NEW
617446448
1357
16246
SH
SOLE
15933
313
0
NETFLIX INC
COM
64110L106
1353
6110
SH
SOLE
5988
122
0
NEXTERA ENERGY INC
COM
65339F101
1566
18283
SH
SOLE
17930
353
0
NVIDIA CORPORATION
COM
67066G104
2355
12711
SH
SOLE
12382
329
0
ORACLE CORP
COM
68389X105
1352
17706
SH
SOLE
17364
342
0
PFIZER INC
COM
717081103
1522
30640
SH
SOLE
29770
870
0
PROCTER AND GAMBLE CO
COM
742718109
1280
9017
SH
SOLE
8843
174
0
QUALCOMM INC
COM
747525103
279
1900
SH
SOLE
0
1900
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1315
14030
SH
SOLE
13759
271
0
REALTY INCOME CORP
COM
756109104
1596
21917
SH
SOLE
21425
492
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
1280
16200
SH
SOLE
15887
313
0
SHERWIN WILLIAMS CO
COM
824348106
1158
4753
SH
SOLE
4630
123
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
1398
3825
SH
SOLE
3737
88
0
SOUTHERN CO
COM
842587107
334
4400
SH
SOLE
4400
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1328
3255
SH
SOLE
3231
24
0
SVB FINANCIAL GROUP
COM
78486Q101
816
2039
SH
SOLE
1999
40
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1114
12951
SH
SOLE
12622
329
0
TARGET CORP
COM
87612E106
1329
8132
SH
SOLE
7950
182
0
TESLA INC
COM
88160R101
5477
6074
SH
SOLE
5900
174
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1984
3385
SH
SOLE
3319
66
0
UBS GROUP AG
SHS
H42097107
1281
80411
SH
SOLE
78860
1551
0
UNITEDHEALTH GROUP INC
COM
91324P102
3874
7235
SH
SOLE
7073
162
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1088
23997
SH
SOLE
23536
461
0
VISA INC
COM CL A
92826C839
2803
13588
SH
SOLE
13240
348
0
WALMART INC
COM
931142103
1273
9596
SH
SOLE
9381
215
0
WASTE CONNECTIONS INC
COM
94106B101
1342
10230
SH
SOLE
10033
197
0
ZOETIS INC
CL A
98978V103
1377
7700
SH
SOLE
7527
173
0