Altfest L J & CO Inc Purchases in Q1 2025

Altfest L J & CO Inc

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
623K
New
$34.08 - $35.99 $21.2M - $22.4M
623K $21.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
720K
+ 100.83%
$25.69 - $26.89 $18.5M - $19.4M
1.43M $38.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
395K
New
$48.43 - $49.9 $19.1M - $19.7M
395K $19.7M
TBJL
Innovator 20+ Year Treasury Bo

ETFs
812K
+ 1737.18%
$19.32 - $20.46 $15.7M - $16.6M
859K $17.4M
VHT
Vanguard Health Care ETF

ETFs
52.1K
+ 1645.97%
$254.06 - $273.83 $13.2M - $14.3M
55.3K $14.6M
KJUL
Innovator U.S. Small Cap Power

Technology
365K
New
$27.83 - $30.18 $10.1M - $11M
365K $10.2M
GLD
Spdr Gold Trust

ETFs
32.1K
+ 161.17%
$243.19 - $288.14 $7.82M - $9.26M
52.1K $15M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
115K
New
$53.69 - $62.68 $6.18M - $7.21M
115K $6.92M
IVV
Ishares Core S&P 500 ETF

ETFs
9.75K
+ 538.1%
$554.06 - $615.85 $5.4M - $6M
11.6K $6.49M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
78.9K
New
$65.44 - $70.64 $5.16M - $5.57M
78.9K $5.39M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
87.8K
+ 619.89%
$34.58 - $45.97 $3.04M - $4.04M
102K $4.69M
XLU
Utilities Sector Spdr

ETFs
46K
+ 84.37%
$74.7 - $80.27 $3.43M - $3.69M
100K $7.92M
SLV
I Shares Silver Trust

ETFs
110K
+ 659.37%
$26.93 - $31.32 $2.95M - $3.44M
126K $3.92M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
129K
New
$22.45 - $26.94 $2.9M - $3.48M
129K $3.34M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
50.9K
+ 94.43%
$58.32 - $65.09 $2.97M - $3.31M
105K $6.31M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
137K
New
$18.47 - $21.01 $2.53M - $2.88M
137K $2.88M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
81.3K
New
$30.46 - $36.6 $2.48M - $2.98M
81.3K $2.48M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
85K
+ 57.15%
$24.97 - $27.91 $2.12M - $2.37M
234K $6.21M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.5K
New
$196.12 - $229.48 $2.06M - $2.41M
10.5K $2.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.29K
New
$192.82 - $222.1 $1.79M - $2.06M
9.29K $1.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
84.1K
+ 134.6%
$18.36 - $20.51 $1.54M - $1.72M
146K $2.9M
XLP
Consumer Staples Sector Spdr

ETFs
21.2K
New
N/A
21.2K $1.61M
VPU
Vanguard Utilities ETF

ETFs
4.05K
+ 3.47%
$161.24 - $173.33 $653K - $702K
121K $20.6M
SPOT
Spotify Technology S.A.

Communication Services
2.4K
New
$457.79 - $648.32 $1.1M - $1.56M
2.4K $1.32M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
40.2K
+ 5.39%
$21.23 - $22.14 $853K - $890K
787K $17.3M
VGSH
Vanguard

ETFs
16.2K
+ 3.03%
$58.07 - $58.69 $939K - $949K
550K $32.3M
NVO
Novo Nordisk A S

Healthcare
16.2K
New
$69.3 - $90.95 $1.12M - $1.47M
16.2K $1.12M
VNQ
Vanguard Specialized Funds Van

ETFs
9.43K
+ 5.26%
$85.55 - $94.34 $806K - $889K
189K $17.1M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
37.5K
+ 192.82%
$25.21 - $26.38 $945K - $989K
56.9K $1.5M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
68.2K
New
$12.61 - $14.92 $860K - $1.02M
68.2K $977K
WY
Weyerhaeuser CO

Real Estate
27.8K
New
$27.29 - $31.39 $760K - $874K
27.8K $815K
CBRE
Cbre Group, Inc.

Real Estate
6.13K
New
$121.79 - $147.13 $746K - $901K
6.13K $801K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
LMT
Lockheed Martin Corp

Industrials
1.95K
+ 85.97%
$423.19 - $506.29 $825K - $987K
4.22K $1.88M
INTC
Intel Corp

Technology
31.2K
+ 192.96%
$19.1 - $27.39 $596K - $855K
47.4K $1.08M
UBER
Uber Technologies, Inc

Technology
10.3K
New
$63.17 - $81.49 $651K - $840K
10.3K $750K
MU
Micron Technology Inc

Technology
8.02K
New
$86.89 - $109.38 $697K - $877K
8.02K $696K
PTC
Ptc Inc.

Technology
4.17K
New
$153.3 - $193.48 $639K - $806K
4.17K $645K
NYF
Ishares New York Muni Bond ETF

ETFs
12K
+ 14.36%
$52.33 - $53.92 $628K - $647K
95.6K $5.03M
AMGN
Amgen Inc

Healthcare
1.21K
+ 30.61%
$258.59 - $327.36 $312K - $395K
5.15K $1.61M
AMD
Advanced Micro Devices Inc

Technology
5.59K
New
$96.63 - $129.55 $540K - $724K
5.59K $574K
CI
Cigna Corp

Healthcare
1.74K
New
$274.49 - $329.0 $479K - $574K
1.74K $573K
APH
Amphenol Corp

Technology
8.58K
New
$61.62 - $78.55 $529K - $674K
8.58K $562K
KR
Kroger CO

Consumer Defensive
8.24K
New
$58.36 - $67.72 $481K - $558K
8.24K $557K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.8K
+ 17.97%
$21.23 - $23.75 $782K - $875K
242K $5.21M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.48K
+ 27.57%
$55.75 - $77.63 $194K - $270K
16.1K $1.25M
AMT
American Tower Corp

Real Estate
1.8K
+ 41.98%
$173.46 - $217.6 $312K - $391K
6.07K $1.32M
TCOM
Trip.Com Group LTD

Consumer Cyclical
8.35K
New
$56.68 - $73.5 $473K - $614K
8.35K $531K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
975
+ 145.31%
$402.49 - $513.76 $392K - $501K
1.65K $798K
Activity Summary
Buys All Purchases 147 New Holdings 50 Increased Positions 97 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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