Altfest L J & CO Inc Incresed Positions in Q3 2025

Altfest L J & CO Inc

  • $735 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
281K
+ 78.3%
$49.78 - $50.75 $14M - $14.3M
640K $32.4M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
261K
+ 166.85%
$27.54 - $32.98 $7.18M - $8.6M
417K $13.8M
KWEB
Kraneshares Tr Csi China Inter

ETFs
172K
+ 1873.6%
$33.63 - $42.59 $5.79M - $7.34M
182K $7.63M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
48.3K
+ 63.09%
$83.08 - $100.2 $4.01M - $4.84M
125K $12.5M
GBIL
Goldman Sachs Access Treasury

ETFs
57K
+ 171.07%
$99.82 - $100.23 $5.69M - $5.71M
90.3K $9.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
60.8K
+ 118.33%
$91.44 - $91.77 $5.56M - $5.58M
112K $10.3M
AAPL
Apple Inc.

Technology
1.64K
+ 1.75%
$202.38 - $256.87 $332K - $422K
95.7K $24.4M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
185K
+ 321.85%
$20.98 - $22.74 $3.87M - $4.2M
242K $5.45M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
65.2K
+ 100.63%
$50.93 - $53.85 $3.32M - $3.51M
130K $6.93M
GLDM
World Gold Trust

ETFs
12.3K
+ 6.31%
$64.73 - $76.45 $797K - $941K
207K $15.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
41
+ 0.08%
$275.84 - $326.36 $11.3K - $13.4K
50.8K $16.6M
LLY
Eli Lilly & CO

Healthcare
3.32K
+ 31.69%
$625.65 - $812.69 $2.08M - $2.7M
13.8K $10.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.61K
+ 14.22%
$224.68 - $282.71 $811K - $1.02M
29K $8.1M
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 5.12%
$175.16 - $255.24 $220K - $320K
25.8K $6.28M
INTC
Intel Corp

Technology
39.5K
+ 214.83%
$19.31 - $35.5 $762K - $1.4M
57.8K $1.94M
VTI
Vanguard Total Stock Market Et

ETFs
3.81K
+ 76.4%
$303.93 - $329.86 $1.16M - $1.26M
8.79K $2.88M
FNV
Franco Nevada Corp

Basic Materials
4.94K
+ 189.17%
$154.4 - $222.91 $763K - $1.1M
7.56K $1.68M
PAVE
Global X Fds Us Infrastructure

ETFs
5.61K
+ 2.33%
$44.02 - $47.63 $247K - $267K
246K $11.7M
JNJ
Johnson & Johnson

Healthcare
3.72K
+ 27.46%
$155.17 - $185.42 $576K - $689K
17.2K $3.2M
CB
Chubb LTD

Financial Services
3.82K
+ 437.0%
$265.99 - $289.59 $1.01M - $1.1M
4.69K $1.32M
VZ
Verizon Communications Inc

Communication Services
22.7K
+ 103.27%
$40.84 - $45.06 $926K - $1.02M
44.6K $1.96M
SCHP
Schwab Strategic Us Tips ETF

ETFs
24.5K
+ 2.49%
$26.44 - $27.1 $649K - $665K
1.01M $27.2M
UNH
Unitedhealth Group Inc

Healthcare
2.12K
+ 51.87%
$237.77 - $353.61 $505K - $750K
6.21K $2.15M
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.45K
+ 55.04%
$86.72 - $111.84 $472K - $609K
15.3K $1.72M
MSFT
Microsoft Corp

Technology
369
+ 1.2%
$491.09 - $535.64 $181K - $198K
31.2K $16.1M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
22.6K
+ 2.79%
$21.77 - $22.57 $491K - $509K
832K $18.7M
PFE
Pfizer Inc

Healthcare
28.9K
+ 88.75%
$23.29 - $25.88 $674K - $749K
61.5K $1.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.55K
+ 94.68%
$68.24 - $73.73 $651K - $704K
19.6K $1.44M
MRK
Merck & Co., Inc.

Healthcare
5.82K
+ 27.14%
$77.6 - $87.37 $451K - $508K
27.2K $2.29M
RKT
Rocket Companies, Inc.

Financial Services
10.4K
+ 14.78%
$13.31 - $21.16 $138K - $219K
80.4K $1.56M
AR
Antero Resources Corp

Energy
13.8K
+ 138.64%
$29.87 - $37.66 $412K - $519K
23.7K $795K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
595
+ 57.1%
$534.91 - $598.71 $318K - $356K
1.64K $920K
KBE
Spdr S&P Bank ETF

ETFs
5.66K
+ 64.76%
$55.26 - $61.99 $313K - $351K
14.4K $855K
EBAY
Ebay Inc

Consumer Cyclical
2.58K
+ 60.24%
$75.33 - $100.77 $195K - $260K
6.87K $624K
CC
Chemours CO

Basic Materials
8.38K
+ 22.83%
$11.5 - $17.53 $96.4K - $147K
45.1K $714K
SPYG
Spdr Portfolio

ETFs
796
+ 3.48%
$94.33 - $105.31 $75.1K - $83.8K
23.7K $2.48M
SE
Sea LTD

Consumer Cyclical
1.14K
+ 25.29%
$146.23 - $196.5 $167K - $225K
5.66K $1.01M
LFUS
Littelfuse Inc

Technology
875
+ 57.72%
$228.23 - $271.17 $200K - $237K
2.39K $619K
GILD
Gilead Sciences, Inc.

Healthcare
2.34K
+ 51.85%
$108.22 - $120.47 $253K - $282K
6.86K $761K
MRVL
Marvell Technology, Inc.

Technology
2.38K
+ 26.66%
$62.31 - $84.07 $149K - $200K
11.3K $952K
JBL
Jabil Inc

Technology
1.08K
+ 37.73%
$202.08 - $234.45 $219K - $254K
3.96K $859K
TIMB
Tim S.A.

Communication Services
7.77K
+ 31.32%
$17.77 - $22.32 $138K - $173K
32.6K $726K
FVAL
Fidelity Covington Tr Value Fa

ETFs
383
+ 0.97%
$63.74 - $69.18 $24.4K - $26.5K
40K $2.76M
CVX
Chevron Corp

Energy
1.04K
+ 42.18%
$145.57 - $161.83 $151K - $168K
3.49K $542K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
6.58K
+ 10.64%
$25.83 - $26.47 $170K - $174K
68.4K $1.8M
FSLR
First Solar, Inc.

Technology
241
+ 9.94%
$160.84 - $223.53 $38.8K - $53.9K
2.67K $587K
KLAC
Kla Corp

Technology
19
+ 2.34%
$843.9 - $1078.6 $16K - $20.5K
830 $895K
CSGP
Costar Group, Inc.

Real Estate
1.66K
+ 28.17%
$81.42 - $96.83 $135K - $161K
7.56K $638K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
322
+ 3.77%
$154.79 - $169.41 $49.8K - $54.6K
8.85K $1.47M
Activity Summary
Buys All Purchases 159 New Holdings 45 Increased Positions 114 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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