0001085146-21-003076.txt : 20211109 0001085146-21-003076.hdr.sgml : 20211109 20211108204659 ACCESSION NUMBER: 0001085146-21-003076 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211109 DATE AS OF CHANGE: 20211108 EFFECTIVENESS DATE: 20211109 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: 211389548 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 09-30-2021 09-30-2021 false Altman Advisors, Inc.

1233 S WACKER DR., SUITE 9750 CHICAGO IL 60606

13F HOLDINGS REPORT 028-18637 N Gerardo Martinez 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 11-05-2021 0 79 180679 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 219 1700 SH SOLE 1700 0 0 ABBVIE INC COM 00287Y109 2946 25694 SH SOLE 25607 87 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 2077 3193 SH SOLE 3182 11 0 ADVANCED MICRO DEVICES INC COM 007903107 1868 15541 SH SOLE 15437 104 0 ALPHABET INC CAP STK CL A 02079K305 648 219 SH SOLE 146 73 0 AMAZON COM INC COM 023135106 5323 1578 SH SOLE 1568 10 0 AMERICAN TOWER CORP NEW COM 03027X100 2480 8794 SH SOLE 8764 30 0 APPLE INC COM 037833100 3382 22574 SH SOLE 22424 150 0 ARISTA NETWORKS INC COM 040413106 1931 4714 SH SOLE 4698 16 0 BECTON DICKINSON & CO COM 075887109 2775 11583 SH SOLE 11544 39 0 BOOKING HOLDINGS INC COM 09857L108 218 90 SH SOLE 90 0 0 BROADCOM INC COM 11135F101 3087 5806 SH SOLE 5766 39 0 CBOE GLOBAL MKTS INC COM 12503M108 2076 15731 SH SOLE 15731 0 0 CHENIERE ENERGY INC COM NEW 16411R208 2788 26964 SH SOLE 26874 90 0 CHEWY INC CL A 16679L109 2396 31608 SH SOLE 31502 106 0 COMCAST CORP NEW CL A 20030N101 370 7200 SH SOLE 7200 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2368 10922 SH SOLE 10885 37 0 COSTAR GROUP INC COM 22160N109 308 3580 SH SOLE 3580 0 0 COSTCO WHSL CORP NEW COM 22160K105 3457 7033 SH SOLE 7009 24 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3456 12264 SH SOLE 12222 42 0 DATADOG INC CL A COM 23804L103 2532 15155 SH SOLE 15104 51 0 DEXCOM INC COM 252131107 3377 5419 SH SOLE 5401 18 0 DOCUSIGN INC COM 256163106 3752 13483 SH SOLE 13438 45 0 EATON CORP PLC SHS G29183103 1471 8927 SH SOLE 8897 30 0 ECOLAB INC COM 278865100 2391 10759 SH SOLE 10723 36 0 ELECTRONIC ARTS INC COM 285512109 1410 10050 SH SOLE 10016 34 0 ENPHASE ENERGY INC COM 29355A107 1580 6821 SH SOLE 6798 23 0 EOG RES INC COM 26875P101 2856 30894 SH SOLE 30788 105 0 EQUINIX INC COM 29444U700 1240 1481 SH SOLE 1475 6 0 EXPEDIA GROUP INC COM NEW 30212P303 1280 7783 SH SOLE 7757 26 0 FACEBOOK INC CL A 30303M102 2209 6826 SH SOLE 6803 23 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 14497 264303 SH SOLE 264303 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 239 10119 SH SOLE 10119 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 819 15331 SH SOLE 15331 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2877 6960 SH SOLE 6936 24 0 HOME DEPOT INC COM 437076102 3680 9898 SH SOLE 9832 66 0 HUBSPOT INC COM 443573100 3402 4199 SH SOLE 4185 14 0 ILLUMINA INC COM 452327109 1661 4003 SH SOLE 3989 14 0 INNOVATIVE INDL PPTYS INC COM 45781V101 1736 6597 SH SOLE 6574 23 0 INNOVATOR ETFS TR DOUBLE STKER OCT 45782C185 597 18289 SH SOLE 18289 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1389 10034 SH SOLE 10000 34 0 INTUITIVE SURGICAL INC COM NEW 46120E602 2134 5909 SH SOLE 5889 20 0 ISHARES GOLD TR ISHARES NEW 464285204 2105 62054 SH SOLE 62054 0 0 ISHARES TR IBOXX INV CP ETF 464287242 440 3296 SH SOLE 3296 0 0 ISHARES TR MSCI EAFE ETF 464287465 213 2649 SH SOLE 2649 0 0 JD.COM INC SPON ADR CL A 47215P106 1370 17501 SH SOLE 17442 59 0 JOHNSON & JOHNSON COM 478160104 2804 17215 SH SOLE 17157 58 0 JPMORGAN CHASE & CO COM 46625H100 1300 7650 SH SOLE 7623 27 0 LENNAR CORP CL A 526057104 2648 26498 SH SOLE 26409 89 0 LOUISIANA PAC CORP COM 546347105 2511 42605 SH SOLE 42461 144 0 LULULEMON ATHLETICA INC COM 550021109 1889 4054 SH SOLE 4040 14 0 MASIMO CORP COM 574795100 1642 5790 SH SOLE 5770 20 0 MASTERCARD INCORPORATED CL A 57636Q104 2672 7964 SH SOLE 7937 27 0 MCDONALDS CORP COM 580135101 2798 11395 SH SOLE 11356 38 0 MICROSOFT CORP COM 594918104 3866 11659 SH SOLE 11579 80 0 MODERNA INC COM 60770K107 1138 3297 SH SOLE 3285 12 0 NETFLIX INC COM 64110L106 3733 5407 SH SOLE 5389 18 0 NEXTERA ENERGY INC COM 65339F101 3145 36862 SH SOLE 36738 124 0 NOVAVAX INC COM NEW 670002401 913 6134 SH SOLE 6113 21 0 NVIDIA CORPORATION COM 67066G104 4873 19058 SH SOLE 18929 130 0 PROCTER AND GAMBLE CO COM 742718109 2702 18896 SH SOLE 18833 64 0 PROSHARES TR PSHS ULT S&P 500 74347R107 212 1550 SH SOLE 1550 0 0 REALTY INCOME CORP COM 756109104 314 4393 SH SOLE 4393 0 0 SHERWIN WILLIAMS CO COM 824348106 1434 4528 SH SOLE 4509 19 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 1344 3788 SH SOLE 3775 13 0 SOUTHERN CO COM 842587107 274 4400 SH SOLE 4400 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1348 2935 SH SOLE 2935 0 0 SQUARE INC CL A 852234103 1630 6406 SH SOLE 6384 22 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1273 11198 SH SOLE 11123 75 0 TARGET CORP COM 87612E106 2161 8322 SH SOLE 8294 28 0 TESLA INC COM 88160R101 7419 6660 SH SOLE 6615 45 0 THERMO FISHER SCIENTIFIC INC COM 883556102 3712 5863 SH SOLE 5843 20 0 UBER TECHNOLOGIES INC COM 90353T100 1608 36703 SH SOLE 36581 122 0 UNITEDHEALTH GROUP INC COM 91324P102 3408 7401 SH SOLE 7376 25 0 VISA INC COM CL A 92826C839 3238 15290 SH SOLE 15239 52 0 WALMART INC COM 931142103 1347 9012 SH SOLE 8982 30 0 WASTE CONNECTIONS INC COM 94106B101 2951 21695 SH SOLE 21622 73 0 ZOETIS INC CL A 98978V103 1653 7644 SH SOLE 7618 26 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1289 4694 SH SOLE 4678 16 0