Altfest L J & CO Inc Purchases in Q3 2024

Altfest L J & CO Inc

  • $751 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.03%
$97.96 - $124.99 $98 - $125
2.92K $364K
EFV
Msci Eafe Value ETF

ETFs
13
+ 0.09%
$51.72 - $57.96 $672 - $753
14.9K $855K
TFX
Teleflex Inc

Healthcare
61
+ 5.28%
$211.25 - $247.28 $12.9K - $15.1K
1.22K $301K
AMGN
Amgen Inc

Healthcare
2
+ 0.04%
$309.38 - $337.38 $619 - $675
5.34K $1.72M
NGD
New Gold Inc.

Basic Materials
15.9K
New
$1.95 - $3.19 $31K - $50.8K
15.9K $46K
CMCSA
Comcast Corp

Communication Services
188
+ 1.57%
$37.33 - $41.78 $7.02K - $7.85K
12.1K $507K
CAT
Caterpillar Inc

Industrials
3
+ 0.46%
$316.8 - $391.12 $950 - $1.17K
657 $257K
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.24%
$181.06 - $197.17 $1.09K - $1.18K
2.46K $484K
VTV
Vanguard Value ETF

ETFs
6
+ 0.32%
$159.75 - $174.57 $959 - $1.05K
1.87K $326K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7
+ 0.1%
$81.1 - $89.18 $568 - $624
7.11K $624K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
136
+ 3.24%
$57.32 - $62.65 $7.8K - $8.52K
4.33K $270K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
21
+ 2.1%
$1024.09 - $1201.76 $21.5K - $25.2K
1.02K $1.07M
VTC
Vanguard Scottsdale Fds Total

ETFs
55
+ 1.24%
$75.09 - $79.73 $4.13K - $4.39K
4.47K $355K
SHEL
Shell PLC

Energy
566
+ 19.32%
$65.65 - $73.28 $37.2K - $41.5K
3.5K $230K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
34
+ 0.1%
$11.31 - $11.96 $385 - $407
33.3K $398K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.37%
$113.41 - $125.62 $907 - $1K
2.18K $274K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
150
+ 2.48%
$39.37 - $41.68 $5.91K - $6.25K
6.19K $256K
WBD
Warner Bros. Discovery, Inc.

Communication Services
73
+ 0.41%
$6.71 - $8.78 $490 - $641
18K $149K
AZN
Astrazeneca PLC

Healthcare
194
+ 1.22%
$76.67 - $87.62 $14.9K - $17K
16.1K $1.26M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8
+ 0.15%
$56.04 - $62.99 $448 - $504
5.25K $321K
C
Citigroup Inc

Financial Services
217
+ 3.61%
$56.11 - $67.61 $12.2K - $14.7K
6.23K $390K
CVX
Chevron Corp

Energy
180
+ 8.3%
$137.88 - $161.97 $24.8K - $29.2K
2.35K $346K
DESP
Despegar.Com, Corp.

Consumer Cyclical
3.92K
+ 7.69%
$9.97 - $14.49 $39.1K - $56.8K
54.9K $681K
XLK
Technology Sector Spdr

ETFs
20
+ 1.35%
$197.34 - $237.68 $3.95K - $4.75K
1.5K $339K
Schwab Charles Family Fd
4.31K
+ 0.8%
N/A
542K $542K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
401
+ 8.02%
$49.83 - $62.75 $20K - $25.2K
5.4K $311K
CPRT
Copart Inc

Consumer Cyclical
22
+ 0.13%
$49.19 - $55.54 $1.08K - $1.22K
16.7K $877K
DIS
Walt Disney CO

Communication Services
149
+ 0.98%
$85.6 - $98.61 $12.8K - $14.7K
15.4K $1.48M
MRK
Merck & Co., Inc.

Healthcare
1.51K
+ 6.79%
$111.15 - $128.97 $168K - $195K
23.7K $2.69M
COP
Conocophillips

Energy
103
+ 1.22%
$102.3 - $116.61 $10.5K - $12K
8.56K $901K
Activity Summary
Buys All Purchases 181 New Holdings 61 Increased Positions 120 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Altfest L J & CO Inc Portfolio

Follow Altfest L J & CO Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email