Altfest L J & CO Inc Incresed Positions in Q4 2024

Altfest L J & CO Inc

  • $692 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
22.3K
+ 1045.02%
$563.99 - $620.12 $12.6M - $13.8M
24.5K $13.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
51.7K
+ 21.74%
$91.29 - $91.8 $4.72M - $4.75M
289K $26.5M
XLF
Financial Sector Spdr

ETFs
74.2K
+ 1124.92%
$44.89 - $51.34 $3.33M - $3.81M
80.8K $3.9M
XLU
Utilities Sector Spdr

ETFs
47.6K
+ 687.92%
$74.89 - $82.93 $3.56M - $3.94M
54.5K $4.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.3K
+ 1161.05%
$61.68 - $67.87 $3.1M - $3.41M
54.6K $3.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
139K
+ 1187.72%
$25.79 - $80.4 $3.59M - $11.2M
151K $3.93M
AMZN
Amazon Com Inc

Consumer Cyclical
850
+ 1.11%
$180.88 - $232.93 $154K - $198K
77.3K $17M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.8K
+ 37.83%
$176.42 - $186.91 $2.07M - $2.2M
42.8K $7.62M
AVGO
Broadcom Inc.

Technology
5.4K
+ 93.59%
$159.67 - $250.0 $863K - $1.35M
11.2K $2.59M
GLD
Spdr Gold Trust

ETFs
6.63K
+ 49.77%
$236.59 - $257.5 $1.57M - $1.71M
19.9K $4.83M
SOXX
Ishares Semiconductor ETF

ETFs
5.7K
+ 74.62%
$211.27 - $239.8 $1.2M - $1.37M
13.3K $2.87M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
18.7K
+ 52.92%
$57.38 - $61.11 $1.07M - $1.14M
53.9K $3.14M
T
At&T Inc.

Communication Services
37.9K
+ 114.52%
$21.22 - $23.88 $804K - $904K
70.9K $1.62M
NFLX
Netflix Inc

Communication Services
513
+ 22.99%
$687.65 - $936.56 $353K - $480K
2.74K $2.45M
BA
Boeing CO

Industrials
3.66K
+ 103.68%
$138.14 - $180.72 $506K - $661K
7.19K $1.27M
NVDA
Nvidia Corp

Technology
1.4K
+ 3.39%
$117.0 - $148.88 $164K - $209K
42.8K $5.75M
BMY
Bristol Myers Squibb CO

Healthcare
9.22K
+ 34.22%
$51.92 - $59.94 $479K - $553K
36.2K $2.05M
MDT
Medtronic PLC

Healthcare
9.02K
+ 99.0%
$79.61 - $92.24 $718K - $832K
18.1K $1.45M
FTI
Technip Fmc PLC

Energy
19.4K
+ 164.72%
$25.16 - $31.95 $489K - $621K
31.2K $904K
XLV
Select Sector Spdr Fund Health

ETFs
5.11K
+ 75.42%
$136.28 - $154.74 $696K - $790K
11.9K $1.63M
JCI
Johnson Controls International PLC

Industrials
6.2K
+ 100.0%
$74.23 - $86.6 $460K - $537K
12.4K $978K
SO
Southern CO

Utilities
6.27K
+ 136.59%
$81.5 - $94.15 $511K - $590K
10.9K $893K
ENB
Enbridge Inc

Energy
9.69K
+ 51.2%
$40.4 - $43.92 $392K - $426K
28.6K $1.21M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.37K
+ 4.94%
$238.25 - $261.28 $564K - $619K
50.3K $12.2M
TSLA
Tesla, Inc.

Consumer Cyclical
512
+ 38.58%
$213.65 - $479.86 $109K - $246K
1.84K $742K
PLTR
Palantir Technologies Inc.

Technology
19
+ 0.19%
$36.46 - $82.38 $693 - $1.57K
10K $759K
AEIS
Advanced Energy Industries Inc

Industrials
2.46K
+ 116.12%
$101.71 - $122.72 $251K - $302K
4.59K $530K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.85K
+ 133.44%
$44.33 - $49.55 $304K - $340K
12K $538K
SPTS
Spdr Portfolio Short Term Trea

ETFs
18.1K
+ 2.82%
$28.88 - $29.33 $523K - $531K
659K $19.1M
SE
Sea LTD

Consumer Cyclical
2.12K
+ 63.25%
$93.56 - $117.41 $199K - $249K
5.48K $581K
CTRA
Coterra Energy Inc.

Energy
9.31K
+ 64.13%
$22.71 - $27.63 $211K - $257K
23.8K $608K
BSX
Boston Scientific Corp

Healthcare
2.08K
+ 17.24%
$83.62 - $91.5 $174K - $190K
14.1K $1.26M
DIS
Walt Disney CO

Communication Services
73
+ 0.47%
$92.39 - $117.6 $6.74K - $8.58K
15.5K $1.73M
ALC
Alcon Inc

Healthcare
4.18K
+ 55.35%
$83.87 - $99.15 $351K - $415K
11.7K $996K
CDNS
Cadence Design Systems Inc

Technology
557
+ 22.41%
$249.1 - $324.54 $139K - $181K
3.04K $913K
SUM
Summit Materials, Inc.

Basic Materials
3.24K
+ 55.21%
$36.82 - $51.66 $119K - $168K
9.12K $461K
BRKR
Bruker Corp

Healthcare
4.42K
+ 123.99%
$48.25 - $67.46 $213K - $298K
7.98K $467K
CB
Chubb LTD

Financial Services
776
+ 83.53%
$271.57 - $301.89 $211K - $234K
1.71K $471K
BURL
Burlington Stores, Inc.

Consumer Cyclical
489
+ 26.04%
$242.7 - $295.49 $119K - $144K
2.37K $674K
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.15%
$161.86 - $196.66 $1.78K - $2.16K
7.27K $1.38M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.84K
+ 32.05%
$45.17 - $47.23 $173K - $181K
15.8K $716K
WFC
Wells Fargo & Company

Financial Services
11
+ 0.13%
$54.98 - $77.35 $605 - $851
8.73K $612K
AZN
Astrazeneca PLC

Healthcare
4.7K
+ 29.18%
$63.2 - $79.58 $297K - $374K
20.8K $1.36M
VRT
Vertiv Holdings CO

Industrials
2.24K
+ 33.63%
N/A
8.9K $771K
CPRT
Copart Inc

Consumer Cyclical
417
+ 2.49%
$51.36 - $63.8 $21.4K - $26.6K
17.2K $984K
AXP
American Express CO

Financial Services
3
+ 0.09%
$267.35 - $305.57 $802 - $917
3.22K $955K
MA
Mastercard Inc

Financial Services
5
+ 0.22%
$491.3 - $536.15 $2.46K - $2.68K
2.28K $1.2M
DASH
Door Dash, Inc.

Communication Services
29
+ 1.01%
$141.93 - $180.48 $4.12K - $5.23K
2.91K $488K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
747
+ 3.16%
$84.34 - $95.14 $63K - $71.1K
24.4K $2.13M
Activity Summary
Buys All Purchases 162 New Holdings 43 Increased Positions 119 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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