0001085146-22-003825.txt : 20221108 0001085146-22-003825.hdr.sgml : 20221108 20221107211344 ACCESSION NUMBER: 0001085146-22-003825 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221108 DATE AS OF CHANGE: 20221107 EFFECTIVENESS DATE: 20221108 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: 221366958 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 09-30-2022 09-30-2022 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 11-07-2022 0 92 158406 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 3236 24113 SH SOLE 23359 754 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 918 3336 SH SOLE 3248 88 0 ADVANCED MICRO DEVICES INC COM 007903107 1009 15931 SH SOLE 15432 499 0 ALPHABET INC CAP STK CL A 02079K305 3165 33089 SH SOLE 32235 854 0 ALPS ETF TR ALERIAN MLP 00162Q452 808 22097 SH SOLE 21480 617 0 AMAZON COM INC COM 023135106 3957 35020 SH SOLE 34136 884 0 AMERICAN TOWER CORP NEW COM 03027X100 1255 5847 SH SOLE 5716 131 0 APPLE INC COM 037833100 3546 25657 SH SOLE 24933 724 0 ARCHER DANIELS MIDLAND CO COM 039483102 1379 17140 SH SOLE 16759 381 0 ARISTA NETWORKS INC COM 040413106 1883 16676 SH SOLE 16250 426 0 BECTON DICKINSON & CO COM 075887109 1835 8234 SH SOLE 8025 209 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2133 7987 SH SOLE 7805 182 0 BK OF AMERICA CORP COM 060505104 870 28814 SH SOLE 28170 644 0 BOOKING HOLDINGS INC COM 09857L108 312 190 SH SOLE 190 0 0 BP PLC SPONSORED ADR 055622104 1243 43540 SH SOLE 42547 993 0 BROADCOM INC COM 11135F101 2699 6078 SH SOLE 5887 191 0 CATERPILLAR INC COM 149123101 541 3300 SH SOLE 3240 60 0 CBOE GLOBAL MKTS INC COM 12503M108 1811 15431 SH SOLE 15431 0 0 CHENIERE ENERGY INC COM NEW 16411R208 4491 27069 SH SOLE 26390 679 0 CHUBB LIMITED COM H1467J104 1182 6499 SH SOLE 6374 125 0 CITIGROUP INC COM NEW 172967424 510 12241 SH SOLE 12070 171 0 COMCAST CORP NEW CL A 20030N101 990 33767 SH SOLE 33009 758 0 CONSTELLATION BRANDS INC CL A 21036P108 1406 6123 SH SOLE 5986 137 0 CONSTELLATION ENERGY CORP COM 21037T109 1861 22372 SH SOLE 21875 497 0 COSTCO WHSL CORP NEW COM 22160K105 2893 6126 SH SOLE 5971 155 0 CROWDSTRIKE HLDGS INC CL A 22788C105 2380 14441 SH SOLE 14075 366 0 DATADOG INC CL A COM 23804L103 1352 15229 SH SOLE 14845 384 0 DEERE & CO COM 244199105 1275 3820 SH SOLE 3733 87 0 DELTA AIR LINES INC DEL COM NEW 247361702 1148 40897 SH SOLE 39982 915 0 DEXCOM INC COM 252131107 1124 13956 SH SOLE 13644 312 0 DOMINION ENERGY INC COM 25746U109 1034 14966 SH SOLE 14630 336 0 EATON CORP PLC SHS G29183103 1158 8682 SH SOLE 8461 221 0 ELECTRONIC ARTS INC COM 285512109 1173 10140 SH SOLE 9882 258 0 EOG RES INC COM 26875P101 1560 13963 SH SOLE 13607 356 0 EQUINIX INC COM 29444U700 896 1575 SH SOLE 1527 48 0 EXPEDIA GROUP INC COM NEW 30212P303 766 8174 SH SOLE 7965 209 0 EXXON MOBIL CORP COM 30231G102 3034 34750 SH SOLE 33963 787 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 11414 250299 SH SOLE 244505 5794 0 FIRST TR EXCHNG TRADED FD VI CBOE EQT DEP NOV 33740F839 16295 501391 SH SOLE 489758 11633 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 522 11986 SH SOLE 11672 314 0 FMC CORP COM NEW 302491303 1319 12475 SH SOLE 12196 279 0 GENERAL DYNAMICS CORP COM 369550108 1222 5760 SH SOLE 5631 129 0 GILEAD SCIENCES INC COM 375558103 1199 19439 SH SOLE 19007 432 0 GOLDMAN SACHS GROUP INC COM 38141G104 2112 7207 SH SOLE 7023 184 0 HOME DEPOT INC COM 437076102 2686 9734 SH SOLE 9488 246 0 HP INC COM 40434L105 1027 41218 SH SOLE 40165 1053 0 HUBSPOT INC COM 443573100 804 2977 SH SOLE 2901 76 0 ILLUMINA INC COM 452327109 834 4369 SH SOLE 4256 113 0 INNOVATOR ETFS TR US EQTY ACC ETF 45783Y764 442 24048 SH SOLE 23475 573 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 961 10639 SH SOLE 10369 270 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1078 9075 SH SOLE 8900 175 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1188 6337 SH SOLE 6177 160 0 ISHARES GOLD TR ISHARES NEW 464285204 2582 81887 SH SOLE 79974 1913 0 ISHARES TR IBOXX INV CP ETF 464287242 402 3922 SH SOLE 3828 94 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 256 5000 SH SOLE 0 5000 0 JOHNSON & JOHNSON COM 478160104 1406 8608 SH SOLE 8414 194 0 JPMORGAN CHASE & CO COM 46625H100 2033 19454 SH SOLE 18898 556 0 LULULEMON ATHLETICA INC COM 550021109 1104 3949 SH SOLE 3848 101 0 MASTERCARD INCORPORATED CL A 57636Q104 1120 3938 SH SOLE 3836 102 0 MCDONALDS CORP COM 580135101 1412 6121 SH SOLE 5985 136 0 MICROSOFT CORP COM 594918104 3474 14915 SH SOLE 14494 421 0 MORGAN STANLEY COM NEW 617446448 1312 16605 SH SOLE 16235 370 0 NETFLIX INC COM 64110L106 1454 6175 SH SOLE 6033 142 0 NEXTERA ENERGY INC COM 65339F101 1426 18185 SH SOLE 17781 404 0 ORACLE CORP COM 68389X105 1039 17021 SH SOLE 16639 382 0 PFIZER INC COM 717081103 1303 29782 SH SOLE 28842 940 0 PNC FINL SVCS GROUP INC COM 693475105 1166 7802 SH SOLE 7652 150 0 PROCTER AND GAMBLE CO COM 742718109 1167 9241 SH SOLE 9036 205 0 QUALCOMM INC COM 747525103 1337 11835 SH SOLE 11571 264 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1100 13437 SH SOLE 13136 301 0 REALTY INCOME CORP COM 756109104 1272 21856 SH SOLE 21301 555 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 873 16397 SH SOLE 16029 368 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 292 6107 SH SOLE 6107 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 744 24509 SH SOLE 24509 0 0 SELECT 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SH SOLE 9173 237 0 WASTE CONNECTIONS INC COM 94106B101 1385 10250 SH SOLE 10022 228 0 ZOETIS INC CL A 98978V103 1199 8085 SH SOLE 7881 204 0