Altfest L J & CO Inc Incresed Positions in Q1 2025

Altfest L J & CO Inc

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
720K
+ 100.83%
$25.69 - $26.89 $18.5M - $19.4M
1.43M $38.6M
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
GLD
Spdr Gold Trust

ETFs
32.1K
+ 161.17%
$243.19 - $288.14 $7.82M - $9.26M
52.1K $15M
IVV
Ishares Core S&P 500 ETF

ETFs
9.75K
+ 538.1%
$554.06 - $615.85 $5.4M - $6M
11.6K $6.49M
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
IHI
Ishares Tr Dow Jones Us Medica

ETFs
50.9K
+ 94.43%
$58.32 - $65.09 $2.97M - $3.31M
105K $6.31M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
85K
+ 57.15%
$24.97 - $27.91 $2.12M - $2.37M
234K $6.21M
VPU
Vanguard Utilities ETF

ETFs
4.05K
+ 3.47%
$161.24 - $173.33 $653K - $702K
121K $20.6M
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
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
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
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
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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
975
+ 145.31%
$402.49 - $513.76 $392K - $501K
1.65K $798K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.17%
$442.66 - $534.52 $4.43K - $5.35K
6.01K $3.2M
AZN
Astrazeneca PLC

Healthcare
3.53K
+ 16.93%
$65.37 - $77.96 $230K - $275K
24.3K $1.79M
JNJ
Johnson & Johnson

Healthcare
646
+ 4.9%
$142.06 - $167.7 $91.8K - $108K
13.8K $2.29M
RTX
Raytheon Technologies Corp

Industrials
1.25K
+ 11.15%
$114.1 - $135.66 $143K - $170K
12.5K $1.65M
CPNG
Coupang, Inc.

Consumer Cyclical
13.7K
+ 130.95%
$21.34 - $25.52 $292K - $349K
24.1K $528K
BMY
Bristol Myers Squibb CO

Healthcare
1.75K
+ 4.82%
$53.9 - $63.11 $94.1K - $110K
37.9K $2.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.46K
+ 23.8%
$95.85 - $99.25 $236K - $245K
12.8K $1.27M
CMS
Cms Energy Corp

Utilities
2.52K
+ 29.71%
$64.99 - $75.11 $164K - $190K
11K $827K
SCHO
Schwab Short Term Us Treasury

ETFs
10.5K
+ 63.43%
$24.1 - $24.34 $253K - $256K
27.1K $659K
AEP
American Electric Power CO Inc

Utilities
1.05K
+ 12.38%
$90.32 - $109.27 $94.6K - $114K
9.5K $1.04M
DTE
Dte Energy CO

Utilities
1.22K
+ 25.56%
$117.6 - $138.27 $143K - $169K
5.99K $828K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.78K
+ 78.64%
$79.17 - $82.04 $220K - $228K
6.32K $517K
ABT
Abbott Laboratories

Healthcare
383
+ 4.55%
$111.1 - $140.22 $42.6K - $53.7K
8.81K $1.17M
EVRG
Evergy, Inc.

Utilities
1.95K
+ 20.8%
$59.9 - $69.52 $117K - $136K
11.3K $782K
LNT
Alliant Energy Corp

Utilities
2.35K
+ 23.18%
$56.66 - $66.04 $133K - $155K
12.5K $802K
BSX
Boston Scientific Corp

Healthcare
402
+ 2.85%
$89.38 - $106.18 $35.9K - $42.7K
14.5K $1.47M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.11K
+ 29.14%
$20.2 - $22.24 $164K - $180K
35.9K $772K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.45K
+ 24.57%
$165.25 - $224.62 $735K - $999K
22.5K $3.74M
VZ
Verizon Communications Inc

Communication Services
1.15K
+ 5.63%
$37.81 - $46.49 $43.3K - $53.2K
21.5K $973K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
1.01K
+ 15.13%
$157.04 - $169.58 $158K - $171K
7.66K $1.21M
CSGP
Costar Group, Inc.

Real Estate
1.15K
+ 14.36%
$69.29 - $80.37 $79.8K - $92.5K
9.17K $726K
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.6K
+ 27.76%
$33.57 - $37.22 $121K - $134K
16.6K $594K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.96K
+ 19.13%
$25.58 - $29.24 $178K - $203K
43.3K $1.13M
BURL
Burlington Stores, Inc.

Consumer Cyclical
868
+ 36.67%
$228.41 - $293.71 $198K - $255K
3.24K $770K
CCJ
Cameco Corp

Energy
5.54K
+ 41.77%
$40.64 - $56.86 $225K - $315K
18.8K $774K
CNM
Core & Main, Inc.

Industrials
2.18K
+ 43.25%
$46.27 - $57.26 $101K - $125K
7.22K $348K
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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