0001085146-22-001810.txt : 20220509 0001085146-22-001810.hdr.sgml : 20220509 20220506194830 ACCESSION NUMBER: 0001085146-22-001810 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220506 EFFECTIVENESS DATE: 20220509 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: 22902906 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 03-31-2022 03-31-2022 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 05-06-2022 0 82 193686 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 201 1700 SH SOLE 1700 0 0 ABBVIE INC COM 00287Y109 4258 26263 SH SOLE 25681 582 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1445 3172 SH SOLE 3109 63 0 ADVANCED MICRO DEVICES INC COM 007903107 1670 15276 SH SOLE 14938 338 0 ALPHABET INC CAP STK CL A 02079K305 4442 1597 SH SOLE 1566 31 0 AMAZON COM INC COM 023135106 5227 1603 SH SOLE 1577 26 0 AMERICAN TOWER CORP NEW COM 03027X100 1454 5787 SH SOLE 5712 75 0 APPLE INC COM 037833100 4563 26132 SH SOLE 25560 572 0 ARISTA NETWORKS INC COM 040413106 2637 18972 SH SOLE 18666 306 0 BECTON DICKINSON & CO COM 075887109 3364 12645 SH SOLE 12404 241 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1373 3891 SH SOLE 3838 53 0 BK OF AMERICA CORP COM 060505104 1109 26905 SH SOLE 26558 347 0 BOOKING HOLDINGS INC COM 09857L108 446 190 SH SOLE 190 0 0 BP PLC SPONSORED ADR 055622104 1346 45773 SH SOLE 45171 602 0 BROADCOM INC COM 11135F101 3804 6041 SH SOLE 5907 134 0 CBOE GLOBAL MKTS INC COM 12503M108 1766 15431 SH SOLE 15431 0 0 CHENIERE ENERGY INC COM NEW 16411R208 3781 27269 SH SOLE 26838 431 0 CHEWY INC CL A 16679L109 1048 25692 SH SOLE 25283 409 0 COMCAST CORP NEW CL A 20030N101 1567 33472 SH SOLE 33039 433 0 CONSTELLATION BRANDS INC CL A 21036P108 1396 6062 SH SOLE 5984 78 0 COSTCO WHSL CORP NEW COM 22160K105 3812 6620 SH SOLE 6515 105 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3107 13682 SH SOLE 13464 218 0 DATADOG INC CL A COM 23804L103 2333 15405 SH SOLE 15112 293 0 DEERE & CO COM 244199105 1354 3259 SH SOLE 3215 44 0 DEXCOM INC COM 252131107 1718 3358 SH SOLE 3314 44 0 EATON CORP PLC SHS G29183103 1419 9353 SH SOLE 9205 148 0 ECOLAB INC COM 278865100 1111 6293 SH SOLE 6212 81 0 ELECTRONIC ARTS INC COM 285512109 1306 10320 SH SOLE 10156 164 0 ENPHASE ENERGY INC COM 29355A107 1412 6999 SH SOLE 6888 111 0 EOG RES INC COM 26875P101 3873 32486 SH SOLE 31865 621 0 EQUINIX INC COM 29444U700 1192 1607 SH SOLE 1576 31 0 EXPEDIA GROUP INC COM NEW 30212P303 1567 8009 SH SOLE 7880 129 0 EXXON MOBIL CORP COM 30231G102 2748 33270 SH SOLE 32832 438 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 14812 270241 SH SOLE 268347 1894 0 FIRST TR EXCHNG TRADED FD VI CBOE EQT DEP NOV 33740F839 17372 501350 SH SOLE 496686 4664 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 556 11223 SH SOLE 11162 61 0 FMC CORP COM NEW 302491303 887 6745 SH SOLE 6657 88 0 GENERAL DYNAMICS CORP COM 369550108 1302 5400 SH SOLE 5330 70 0 GOLDMAN SACHS GROUP INC COM 38141G104 2390 7239 SH SOLE 7124 115 0 HOME DEPOT INC COM 437076102 2821 9423 SH SOLE 9243 180 0 HUBSPOT INC COM 443573100 1428 3007 SH SOLE 2958 49 0 ILLUMINA INC COM 452327109 1425 4078 SH SOLE 4012 66 0 INNOVATIVE INDL PPTYS INC COM 45781V101 1386 6747 SH SOLE 6639 108 0 INNOVATOR ETFS TR US EQTY ACC ETF 45783Y764 628 26497 SH SOLE 26497 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1358 10281 SH SOLE 10117 164 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1813 6010 SH SOLE 5914 96 0 ISHARES GOLD TR ISHARES NEW 464285204 2550 69238 SH SOLE 68740 498 0 ISHARES TR IBOXX INV CP ETF 464287242 417 3447 SH SOLE 3447 0 0 JD.COM INC SPON ADR CL A 47215P106 493 8526 SH SOLE 8526 0 0 JOHNSON & JOHNSON COM 478160104 1515 8549 SH SOLE 8438 111 0 JPMORGAN CHASE & CO COM 46625H100 2496 18309 SH SOLE 17959 350 0 LENNAR CORP CL A 526057104 2225 27412 SH SOLE 26980 432 0 LOUISIANA PAC CORP COM 546347105 1195 19231 SH SOLE 18983 248 0 LULULEMON ATHLETICA INC COM 550021109 1490 4079 SH SOLE 4013 66 0 MASTERCARD INCORPORATED CL A 57636Q104 2923 8178 SH SOLE 8048 130 0 MCDONALDS CORP COM 580135101 1518 6137 SH SOLE 6058 79 0 META PLATFORMS INC CL A 30303M102 1884 8472 SH SOLE 8309 163 0 MICROSOFT CORP COM 594918104 4264 13829 SH SOLE 13524 305 0 MODERNA INC COM 60770K107 241 1400 SH SOLE 0 1400 0 NETFLIX INC COM 64110L106 2361 6302 SH SOLE 6201 101 0 NEXTERA ENERGY INC COM 65339F101 3143 37100 SH SOLE 36511 589 0 NVIDIA CORPORATION COM 67066G104 5357 19633 SH SOLE 19254 379 0 PFIZER INC COM 717081103 1561 30144 SH SOLE 29474 670 0 PROCTER AND GAMBLE CO COM 742718109 1374 8990 SH SOLE 8874 116 0 QUALCOMM INC COM 747525103 246 1609 SH SOLE 0 1609 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1212 12231 SH SOLE 12073 158 0 REALTY INCOME CORP COM 756109104 304 4393 SH SOLE 4393 0 0 SHERWIN WILLIAMS CO COM 824348106 1148 4598 SH SOLE 4512 86 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 1312 4070 SH SOLE 4003 67 0 SOUTHERN CO COM 842587107 319 4400 SH SOLE 4400 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1382 3060 SH SOLE 3060 0 0 SVB FINANCIAL GROUP COM 78486Q101 1071 1915 SH SOLE 1890 25 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1327 12724 SH SOLE 12482 242 0 TARGET CORP COM 87612E106 1730 8154 SH SOLE 8024 130 0 TESLA INC COM 88160R101 6553 6081 SH SOLE 5945 136 0 THERMO FISHER SCIENTIFIC INC COM 883556102 3265 5528 SH SOLE 5439 89 0 UBS GROUP AG SHS H42097107 1449 74149 SH SOLE 73189 960 0 UNITEDHEALTH GROUP INC COM 91324P102 3699 7253 SH SOLE 7138 115 0 VISA INC COM CL A 92826C839 3675 16569 SH SOLE 16254 315 0 WALMART INC COM 931142103 1428 9589 SH SOLE 9436 153 0 WASTE CONNECTIONS INC COM 94106B101 3081 22051 SH SOLE 21700 351 0 ZOETIS INC CL A 98978V103 1451 7693 SH SOLE 7570 123 0