0001085146-23-000814.txt : 20230208
0001085146-23-000814.hdr.sgml : 20230208
20230208165909
ACCESSION NUMBER: 0001085146-23-000814
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230208
DATE AS OF CHANGE: 20230208
EFFECTIVENESS DATE: 20230208
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: 23599870
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
X0202
13F-HR
LIVE
false
false
false
0001731671
XXXXXXXX
12-31-2022
12-31-2022
false
Altman Advisors, Inc.
1233 S WACKER DR., SUITE 9750
CHICAGO
IL
60606
13F HOLDINGS REPORT
028-18637
000281778
801-108135
N
Gerardo Martinez
Regulatory Consultant
310-275-7300
/s/ Gerardo Martinez
Beverly Hills
CA
02-08-2023
0
86
162059431
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
3240872
20620
SH
SOLE
19972
648
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
BBG001S5NCQ5
1120352
3267
SH
SOLE
3180
87
0
ADVANCED MICRO DEVICES INC
COM
007903107
BBG001S5NN36
1060623
15358
SH
SOLE
14921
437
0
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
3212993
35107
SH
SOLE
34168
939
0
ALPS ETF TR
ALERIAN MLP
00162Q452
BBG001TBMNT5
2438196
61292
SH
SOLE
59690
1602
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
3544892
37279
SH
SOLE
36330
949
0
AMERICAN TOWER CORP NEW
COM
03027X100
BBG001S5NPQ6
1304412
5718
SH
SOLE
5589
129
0
APPLE INC
COM
037833100
BBG001S5N8V8
3318456
24859
SH
SOLE
24230
629
0
ARCHER DANIELS MIDLAND CO
COM
039483102
BBG001S5ND74
1424164
16430
SH
SOLE
16062
368
0
ARISTA NETWORKS INC
COM
040413106
BBG001T51KQ0
1534044
13187
SH
SOLE
12848
339
0
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
883319
25693
SH
SOLE
25159
534
0
BECTON DICKINSON & CO
COM
075887109
BBG001S5P374
2033526
7939
SH
SOLE
7736
203
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
2420395
7555
SH
SOLE
7381
174
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
3227556
5583
SH
SOLE
5405
178
0
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
848222
3383
SH
SOLE
3307
76
0
CBOE GLOBAL MKTS INC
COM
12503M108
BBG001T71BP7
1904648
15431
SH
SOLE
15431
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
BBG001S7W158
2818870
18860
SH
SOLE
18384
476
0
CHUBB LIMITED
COM
H1467J104
BBG001S8S1L3
1493669
6650
SH
SOLE
6501
149
0
CITIGROUP INC
COM NEW
172967424
BBG001S72ZG4
685406
14071
SH
SOLE
13755
316
0
COMCAST CORP NEW
CL A
20030N101
BBG001S5PXL2
1393205
36712
SH
SOLE
35858
854
0
CONSTELLATION BRANDS INC
CL A
21036P108
BBG001SD31G5
1299667
5838
SH
SOLE
5707
131
0
CONSTELLATION ENERGY CORP
COM
21037T109
BBG014KFRPJ9
1800721
21409
SH
SOLE
20929
480
0
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
2720424
5617
SH
SOLE
5474
143
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
BBG00BLYKRZ7
1090280
11240
SH
SOLE
10953
287
0
DATADOG INC
CL A COM
23804L103
BBG003NJHZW5
1013567
14683
SH
SOLE
14343
340
0
DEERE & CO
COM
244199105
BBG001S5QFF7
1655472
3819
SH
SOLE
3731
88
0
DELTA AIR LINES INC DEL
COM NEW
247361702
BBG001SPT759
1273036
33343
SH
SOLE
32554
789
0
DEXCOM INC
COM
252131107
BBG001SKZG99
1379549
12995
SH
SOLE
12703
292
0
DOMINION ENERGY INC
COM
25746U109
BBG001S5QCP3
997358
15988
SH
SOLE
15614
374
0
EATON CORP PLC
SHS
G29183103
BBG001S5QZ45
1413854
8616
SH
SOLE
8398
218
0
ELECTRONIC ARTS INC
COM
285512109
BBG001S5T5C9
1240054
9833
SH
SOLE
9583
250
0
EOG RES INC
COM
26875P101
BBG001S5ZB93
1624183
12804
SH
SOLE
12475
329
0
EQUINIX INC
COM
29444U700
BBG001SKBNS9
1040548
1455
SH
SOLE
1425
30
0
EXPEDIA GROUP INC
COM NEW
30212P303
BBG001SP8VM0
789950
7960
SH
SOLE
7771
189
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
3727108
33466
SH
SOLE
32700
766
0
FIRST TR EXCHANGE-TRADED FD
FT CBOE VEST S&P
33739Q705
BBG00KDSF556
12351432
233884
SH
SOLE
226990
6894
0
FIRST TR EXCHNG TRADED FD VI
CBOE EQT BUFER
33740F847
BBG00QQFKGH4
15611638
429009
SH
SOLE
418160
10849
0
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
BBG00FZ4KG74
531469
11769
SH
SOLE
11262
507
0
FMC CORP
COM NEW
302491303
BBG001S5R880
1389657
10566
SH
SOLE
10323
243
0
GENERAL DYNAMICS CORP
COM
369550108
BBG001S5RHP1
1482465
5961
SH
SOLE
5827
134
0
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
1637527
18781
SH
SOLE
18360
421
0
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
2265352
6215
SH
SOLE
6070
145
0
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
2949444
8965
SH
SOLE
8736
229
0
HP INC
COM
40434L105
BBG001S6W7N7
984394
34145
SH
SOLE
33326
819
0
HUBSPOT INC
COM
443573100
BBG001T53670
856033
2840
SH
SOLE
2774
66
0
ILLUMINA INC
COM
452327109
BBG001SF4NY1
783756
3841
SH
SOLE
3760
81
0
INNOVATOR ETFS TR
US EQTY ACC ETF
45783Y764
BBG01462X1D6
499461
24505
SH
SOLE
23768
737
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
BBG001SDJ4R0
1165538
10724
SH
SOLE
10450
274
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
1347027
9273
SH
SOLE
9064
209
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
BBG001S7XR78
1540523
5926
SH
SOLE
5775
151
0
ISHARES GOLD TR
ISHARES NEW
464285204
BBG001SJK6D5
2777622
78001
SH
SOLE
76029
1972
0
ISHARES TR
IBOXX INV CP ETF
464287242
BBG001S60QR6
429529
3919
SH
SOLE
3802
117
0
ISHARES TR
RUSEL 2500 ETF
46435G268
BBG00H31MJN5
222407
3987
SH
SOLE
3866
121
0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
BBG00TSG0SK6
439061
7911
SH
SOLE
0
7911
0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
1403007
8023
SH
SOLE
7841
182
0
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
2552660
18282
SH
SOLE
17808
474
0
LAM RESEARCH CORP
COM
512807108
BBG001S5SW40
666271
1435
SH
SOLE
1409
26
0
MASTERCARD INCORPORATED
CL A
57636Q104
BBG001SKNNS6
1407551
3725
SH
SOLE
3627
98
0
MCDONALDS CORP
COM
580135101
BBG001S5T110
1523110
5666
SH
SOLE
5539
127
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
3386034
14362
SH
SOLE
13997
365
0
MODERNA INC
COM
60770K107
BBG003PHHZV8
261296
1400
SH
SOLE
0
1400
0
MORGAN STANLEY
COM NEW
617446448
BBG001S9V5Z3
1433139
16025
SH
SOLE
15666
359
0
NETFLIX INC
COM
64110L106
BBG001SF6L46
1925271
5883
SH
SOLE
5748
135
0
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
1488717
17514
SH
SOLE
17123
391
0
ORACLE CORP
COM
68389X105
BBG001S5SJG6
1570094
17721
SH
SOLE
17324
397
0
PFIZER INC
COM
717081103
BBG001S5V466
1320345
27826
SH
SOLE
26994
832
0
PNC FINL SVCS GROUP INC
COM
693475105
BBG001S5V947
1208820
7289
SH
SOLE
7121
168
0
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
1363733
9052
SH
SOLE
8849
203
0
QUALCOMM INC
COM
747525103
BBG001S6VS70
1275423
10773
SH
SOLE
10493
280
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
BBG001S5X5Q9
1366100
13717
SH
SOLE
13410
307
0
REALTY INCOME CORP
COM
756109104
BBG001S884K0
1336773
20254
SH
SOLE
19701
553
0
SHERWIN WILLIAMS CO
COM
824348106
BBG001S5W2F9
1172999
4812
SH
SOLE
4672
140
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
BBG0084BC0P2
1068100
3535
SH
SOLE
3462
73
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
1079204
2729
SH
SOLE
2608
121
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
BBG001SPTB87
3093799
66519
SH
SOLE
66519
0
0
SVB FINANCIAL GROUP
COM
78486Q101
BBG001S5W3B1
832542
3265
SH
SOLE
3189
76
0
TARGET CORP
COM
87612E106
BBG001SC0K41
1249653
7861
SH
SOLE
7661
200
0
TESLA INC
COM
88160R101
BBG001SQKGD7
2010088
16313
SH
SOLE
15797
516
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
1406311
2414
SH
SOLE
2359
55
0
UBS GROUP AG
SHS
H42097107
BBG007936GX0
1490879
73011
SH
SOLE
71574
1437
0
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
3036483
6154
SH
SOLE
5997
157
0
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
1070095
25986
SH
SOLE
25457
529
0
VISA INC
COM CL A
92826C839
BBG001SRCFY3
2968326
13365
SH
SOLE
12983
382
0
WALMART INC
COM
931142103
BBG001S5XH92
1328807
9093
SH
SOLE
8863
230
0
WASTE CONNECTIONS INC
COM
94106B101
BBG001SKJ4K1
1302177
9846
SH
SOLE
9626
220
0
ZOETIS INC
CL A
98978V103
BBG0039320P7
1223698
7750
SH
SOLE
7552
198
0