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| Happy Holidays!! thanks for using AUM13F!! |
| Altman Advisors Inc
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| CRD # | 281778 |
| SEC # | 801-108135 |
| CIK # | 0001731671 |
| AUM | $427.9 M (2025-03-31) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 312-759-7801 |
| Address | 233 S Wacker Dr Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731671 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.2 | ||
| Amazon Com Inc | 7.7 | ||
| Microsoft Corp | 7.6 | ||
| Apple Inc | 7.3 | ||
| Alphabet Inc | 6.3 | ||
| Broadcom Inc | 4.9 | ||
| iShares Comex Gold Trust | 4.7 | ||
| Netflix Inc | 3.8 | ||
| Wal Mart Stores Inc | 3.7 | ||
| CBOE Holdings Inc | 3.6 | ||
| CrowdStrike Holdings Inc | 3.3 | ||
| Oracle Corp | 3.3 | ||
| Facebook Inc | 3.1 | ||
| Constellation Energy Corp | 3.1 | ||
| AbbVie Inc | 3.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.0 | ||
| International Business Machines Corp | 2.9 | ||
| Mitsubishi UFJ Financial Group Inc | 2.8 | ||
| Tesla Motors Inc | 2.8 | ||
| Citigroup Inc | 2.7 | ||
| J P Morgan Chase & Co | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 14.4 |
| (b) Individuals (high net worth individuals) | 110 | 410.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 427.9 |
| By Discretionary | ||
| Discretionary | 609 | 427.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 427.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.9 | |
| Total | 609 | 427.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731671] |
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John F Suby Wealth Management LLC
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MO | 0.4 |
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Onyx Financial Advisors LLC
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