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
NFRA
Flexshares Stoxx Global Broad

ETFs
316
+ 1.46%
$53.37 - $57.8 $16.9K - $18.3K
21.9K $1.26M
FNDF
Schwab Fundamental Intl Large

ETFs
789
+ 3.99%
$32.9 - $37.45 $26K - $29.5K
20.6K $743K
NVS
Novartis Ag

Healthcare
270
+ 8.31%
$97.14 - $115.57 $26.2K - $31.2K
3.52K $392K
SHOP
Shopify Inc.

Technology
1.03K
+ 41.52%
$90.59 - $129.31 $92.9K - $133K
3.5K $333K
DASH
Door Dash, Inc.

Communication Services
122
+ 4.19%
$168.37 - $213.38 $20.5K - $26K
3.04K $554K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
976
+ 1.41%
$47.33 - $47.92 $46.2K - $46.8K
70.3K $3.34M
PGR
Progressive Corp

Financial Services
9
+ 0.7%
$235.61 - $291.22 $2.12K - $2.62K
1.29K $366K
VRT
Vertiv Holdings CO

Industrials
679
+ 7.63%
N/A
9.58K $830K
MRCY
Mercury Systems Inc

Industrials
770
+ 4.57%
$39.67 - $49.88 $30.5K - $38.4K
17.6K $758K
MCD
Mcdonalds Corp

Consumer Cyclical
52
+ 3.34%
$279.74 - $321.29 $14.5K - $16.7K
1.61K $502K
ITUB
Itau Unibanco Holding S.A.

Financial Services
7.49K
+ 67.88%
$4.87 - $6.28 $36.5K - $47.1K
18.5K $101K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
873
+ 17.83%
$42.5 - $46.71 $37.1K - $40.8K
5.77K $261K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
561
+ 5.11%
$39.65 - $43.35 $22.2K - $24.3K
11.5K $485K
IDA
Idacorp Inc

Utilities
56
+ 1.17%
$105.58 - $119.04 $5.91K - $6.67K
4.85K $563K
DOUG
Douglas Elliman Inc.

Real Estate
1.39K
+ 0.32%
$1.55 - $2.18 $2.15K - $3.03K
429K $738K
WFC
Wells Fargo & Company

Financial Services
10
+ 0.11%
$66.78 - $81.42 $668 - $814
8.74K $627K
VTV
Vanguard Value ETF

ETFs
43
+ 2.4%
$167.73 - $179.21 $7.21K - $7.71K
1.83K $316K
INTU
Intuit Inc

Technology
26
+ 6.21%
$555.63 - $630.23 $14.4K - $16.4K
445 $273K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
770
+ 4.56%
$38.84 - $41.54 $29.9K - $32K
17.6K $685K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.51%
N/A
1.18K $214K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
41
+ 0.37%
$49.78 - $53.19 $2.04K - $2.18K
11K $563K
Tko Group Holdings Inc
1.35K
+ 39.51%
N/A
4.75K $0
Ge Vernova Inc
2.62K
+ 229.89%
N/A
3.76K $0
MCH
Matthews Asia Fds China Active
14.9K
+ 3.74%
N/A
413K $0
CARY
Angel Oak Fds Tr Income Etf(De
11.5K
+ 3.24%
N/A
368K $0
MINV
Matthews Asia Fds Asia Innovat
9.83K
+ 1.21%
N/A
824K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
189K
+ 41.32%
N/A
645K $0
Angel Oak Funds Trust
300K
+ 52.34%
N/A
873K $0
First Tr Exchng Traded Fd Vi
1K
+ 1.51%
N/A
67.5K $0
TUA
Simpl Exch Traded Fds Sht Term
593K
+ 243.06%
N/A
837K $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
24
+ 0.14%
$11.13 - $11.61 $267 - $279
16.7K $187K
AVGO
Broadcom Inc.

Technology
4.27K
+ 38.22%
$167.43 - $244.7 $715K - $1.05M
15.5K $2.59M
PFE
Pfizer Inc

Healthcare
1.51K
+ 4.14%
$25.01 - $27.13 $37.8K - $41K
38K $963K
FQAL
Fidelity Covington Tr Quality

ETFs
10
+ 0.12%
$63.12 - $69.13 $631 - $691
8.45K $542K
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 0.27%
$120.29 - $134.6 $722 - $808
2.19K $267K
ORCL
Oracle Corp

Technology
2.84K
+ 18.27%
$139.81 - $186.47 $396K - $529K
18.4K $2.57M
CAT
Caterpillar Inc

Industrials
3
+ 0.46%
$326.75 - $407.63 $980 - $1.22K
662 $218K
SCHX
Schwab Strategic Tr Us Large C

ETFs
108
+ 0.52%
$21.75 - $24.28 $2.35K - $2.62K
20.9K $462K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4
+ 0.14%
$95.53 - $112.45 $382 - $450
2.93K $283K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.04%
$77.91 - $92.26 $234 - $277
6.75K $536K
SPYG
Spdr Portfolio

ETFs
306
+ 2.18%
$80.05 - $92.39 $24.5K - $28.3K
14.3K $1.15M
ECPG
Encore Capital Group Inc

Financial Services
713
+ 7.34%
$32.02 - $51.25 $22.8K - $36.5K
10.4K $357K
GNRC
Generac Holdings Inc.

Industrials
10
+ 0.23%
$126.65 - $164.06 $1.27K - $1.64K
4.37K $553K
RH
Rh

Consumer Cyclical
848
+ 37.74%
$216.63 - $454.52 $184K - $385K
3.1K $725K
FSLR
First Solar, Inc.

Technology
598
+ 12.32%
$126.34 - $197.73 $75.6K - $118K
5.45K $689K
MRK
Merck & Co., Inc.

Healthcare
358
+ 1.45%
$83.01 - $101.02 $29.7K - $36.2K
25K $2.25M
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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