0001085146-22-000612.txt : 20220208 0001085146-22-000612.hdr.sgml : 20220208 20220207202643 ACCESSION NUMBER: 0001085146-22-000612 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220208 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: 22599054 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 12-31-2021 12-31-2021 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 02-05-2022 0 77 163855 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 214 1700 SH SOLE 1700 0 0 ABBVIE INC COM 00287Y109 3524 26701 SH SOLE 26359 342 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1569 3138 SH SOLE 3096 42 0 ADVANCED MICRO DEVICES INC COM 007903107 1814 15271 SH SOLE 15027 244 0 ALPHABET INC CAP STK CL A 02079K305 3162 1213 SH SOLE 1197 16 0 AMAZON COM INC COM 023135106 4534 1589 SH SOLE 1574 15 0 AMERICAN TOWER CORP NEW COM 03027X100 2167 8855 SH SOLE 8798 57 0 APPLE INC COM 037833100 4206 25900 SH SOLE 25491 409 0 ARISTA NETWORKS INC COM 040413106 2246 18934 SH SOLE 18748 186 0 BECTON DICKINSON & CO COM 075887109 3332 12590 SH SOLE 12428 162 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1108 3629 SH SOLE 3615 14 0 BLOCK INC CL A 852234103 314 2661 SH SOLE 2631 30 0 BOOKING HOLDINGS INC COM 09857L108 500 213 SH SOLE 213 0 0 BROADCOM INC COM 11135F101 3217 6034 SH SOLE 5937 97 0 CBOE GLOBAL MKTS INC COM 12503M108 1822 15431 SH SOLE 15431 0 0 CHENIERE ENERGY INC COM NEW 16411R208 2848 27243 SH SOLE 26981 262 0 CHEWY INC CL A 16679L109 964 25348 SH SOLE 25104 244 0 COMCAST CORP NEW CL A 20030N101 358 7200 SH SOLE 7200 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2711 11250 SH SOLE 11142 108 0 COSTAR GROUP INC COM 22160N109 254 3580 SH SOLE 3580 0 0 COSTCO WHSL CORP NEW COM 22160K105 3238 6723 SH SOLE 6658 65 0 CROWDSTRIKE HLDGS INC CL A 22788C105 2047 12424 SH SOLE 12264 160 0 DATADOG INC CL A COM 23804L103 1930 15372 SH SOLE 15175 197 0 DEXCOM INC COM 252131107 2345 5556 SH SOLE 5502 54 0 DOCUSIGN INC COM 256163106 497 4277 SH SOLE 4206 71 0 EATON CORP PLC SHS G29183103 1487 9263 SH SOLE 9174 89 0 ECOLAB INC COM 278865100 1210 6204 SH SOLE 6164 40 0 ELECTRONIC ARTS INC COM 285512109 1456 10472 SH SOLE 10371 101 0 ENPHASE ENERGY INC COM 29355A107 887 7041 SH SOLE 6950 91 0 EOG RES INC COM 26875P101 3197 31771 SH SOLE 31360 411 0 EQUINIX INC COM 29444U700 1140 1580 SH SOLE 1561 19 0 EXPEDIA GROUP INC COM NEW 30212P303 571 3275 SH SOLE 3221 54 0 EXXON MOBIL CORP COM 30231G102 217 3003 SH SOLE 3003 0 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 14977 274456 SH SOLE 273810 646 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 237 10222 SH SOLE 10222 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 813 15572 SH SOLE 15572 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2474 7194 SH SOLE 7124 70 0 HOME DEPOT INC COM 437076102 3291 9428 SH SOLE 9307 121 0 HUBSPOT INC COM 443573100 1834 4289 SH SOLE 4247 42 0 ILLUMINA INC COM 452327109 1485 4058 SH SOLE 4005 53 0 INNOVATIVE INDL PPTYS INC COM 45781V101 1258 6686 SH SOLE 6620 66 0 INNOVATOR ETFS TR DOUBLE STKER OCT 45782C185 582 18502 SH SOLE 18502 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1286 10237 SH SOLE 10138 99 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1610 5975 SH SOLE 5917 58 0 ISHARES GOLD TR ISHARES NEW 464285204 2375 68172 SH SOLE 68007 165 0 ISHARES TR IBOXX INV CP ETF 464287242 436 3381 SH SOLE 3381 0 0 JOHNSON & JOHNSON COM 478160104 2883 17485 SH SOLE 17316 169 0 JPMORGAN CHASE & CO COM 46625H100 2512 17313 SH SOLE 17089 224 0 LENNAR CORP CL A 526057104 2580 27067 SH SOLE 26808 259 0 LOUISIANA PAC CORP COM 546347105 1224 19068 SH SOLE 18943 125 0 LULULEMON ATHLETICA INC COM 550021109 1264 4039 SH SOLE 3999 40 0 MASIMO CORP COM 574795100 1265 5805 SH SOLE 5748 57 0 MASTERCARD INCORPORATED CL A 57636Q104 2891 8143 SH SOLE 8064 79 0 MCDONALDS CORP COM 580135101 2951 11592 SH SOLE 11480 112 0 META PLATFORMS INC CL A 30303M102 2763 9114 SH SOLE 8996 118 0 MICROSOFT CORP COM 594918104 4051 13684 SH SOLE 13466 218 0 NETFLIX INC COM 64110L106 2125 5347 SH SOLE 5295 52 0 NEXTERA ENERGY INC COM 65339F101 3043 36839 SH SOLE 36485 354 0 NVIDIA CORPORATION COM 67066G104 4578 19586 SH SOLE 19332 254 0 PFIZER INC COM 717081103 1605 30403 SH SOLE 29915 488 0 PROCTER AND GAMBLE CO COM 742718109 1454 8944 SH SOLE 8885 59 0 QUALCOMM INC COM 747525103 248 1503 SH SOLE 0 1503 0 REALTY INCOME CORP COM 756109104 298 4393 SH SOLE 4393 0 0 SHERWIN WILLIAMS CO COM 824348106 1322 4515 SH SOLE 4462 53 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 880 3994 SH SOLE 3941 53 0 SOUTHERN CO COM 842587107 298 4400 SH SOLE 4400 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5898 13467 SH SOLE 13467 0 0 SVB FINANCIAL GROUP COM 78486Q101 937 1611 SH SOLE 1601 10 0 TARGET CORP COM 87612E106 1763 8115 SH SOLE 8037 78 0 TESLA INC COM 88160R101 4378 4638 SH SOLE 4578 60 0 THERMO FISHER SCIENTIFIC INC COM 883556102 3243 5589 SH SOLE 5535 54 0 UBER TECHNOLOGIES INC COM 90353T100 1336 37163 SH SOLE 36809 354 0 UNITEDHEALTH GROUP INC COM 91324P102 3373 7313 SH SOLE 7242 71 0 VISA INC COM CL A 92826C839 3385 16439 SH SOLE 16229 210 0 WALMART INC COM 931142103 1333 9505 SH SOLE 9413 92 0 WASTE CONNECTIONS INC COM 94106B101 2695 21960 SH SOLE 21748 212 0 ZOETIS INC CL A 98978V103 1535 7662 SH SOLE 7588 74 0