Altfest L J & CO Inc Purchases and Sells in Q3 2025

Altfest L J & CO Inc

$735 Million
Q3 2025

Top Buys

Incresed Positions

114 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	281K + 78.3%	$49.78 - $50.75 $14M - $14.3M	640K $32.4M
ASHR	261K + 166.85%	$27.54 - $32.98 $7.18M - $8.6M	417K $13.8M
KWEB	172K + 1873.6%	$33.63 - $42.59 $5.79M - $7.34M	182K $7.63M
XBI	48.3K + 63.09%	$83.08 - $100.2 $4.01M - $4.84M	125K $12.5M
GBIL	57K + 171.07%	$99.82 - $100.23 $5.69M - $5.71M	90.3K $9.05M
BIL	60.8K + 118.33%	$91.44 - $91.77 $5.56M - $5.58M	112K $10.3M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FHLC	290K New	$61.56 - $66.95 $17.9M - $19.4M	290K $19.4M
USMV	62.9K New	$92.18 - $95.14 $5.8M - $5.99M	62.9K $5.99M
SIL	82.1K New	$47.34 - $71.63 $3.89M - $5.88M	82.1K $5.88M
XLE	55.4K New	$84.25 - $91.99 $4.66M - $5.09M	55.4K $4.95M
GRID	32.3K New	$138.08 - $151.2 $4.46M - $4.88M	32.3K $4.88M
IYZ	122K New	$29.27 - $32.3 $3.58M - $3.95M	122K $3.95M

Top Sells

Reduced Positions

145 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VPU	-109K - 88.23%	$175.25 - $189.41 $19.1M - $20.6M	14.5K $2.75M
EMLP	-344K - 37.16%	$36.99 - $38.38 $12.7M - $13.2M	582K $22.3M
VHT	-48.9K - 83.16%	$239.12 - $259.95 $11.7M - $12.7M	9.9K $2.57M
VDE	-75K - 90.56%	$118.37 - $129.65 $8.87M - $9.72M	7.82K $984K
STIP	-55.8K - 12.8%	$102.4 - $103.88 $5.71M - $5.8M	380K $39.3M
IHI	-80.2K - 93.92%	$59.29 - $62.87 $4.75M - $5.04M	5.19K $311K

Activity Summary All Purchases 159 New Holdings 45 Increased Positions 114 All Sells 145 Reductions 145 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altfest L J & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Altfest L J & CO Inc with notifications on news.