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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
101
+ 1.68%
$459.11 - $506.91 $46.4K - $51.2K
6.12K $3.08M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
1.15K
+ 6.42%
$42.52 - $47.65 $49K - $54.9K
19.1K $911K
EW
Edwards Lifesciences Corp

Healthcare
1.89K
+ 40.85%
$73.75 - $81.83 $140K - $155K
6.53K $507K
GE
General Electric CO

Industrials
3
+ 0.09%
$244.75 - $305.63 $734 - $917
3.33K $1M
CNP
Centerpoint Energy Inc

Utilities
2.93K
+ 20.68%
$35.77 - $39.16 $105K - $115K
17.1K $662K
PTC
Ptc Inc.

Technology
24
+ 0.55%
$173.07 - $216.53 $4.15K - $5.2K
4.42K $896K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
126
+ 0.88%
$79.39 - $90.39 $10K - $11.4K
14.4K $1.28M
CFG
Citizens Financial Group Inc

Financial Services
128
+ 0.86%
$46.1 - $53.65 $5.9K - $6.87K
15.1K $802K
PEP
Pepsico Inc

Consumer Defensive
485
+ 7.38%
$133.81 - $152.16 $64.9K - $73.8K
7.05K $990K
WMT
Walmart Inc.

Consumer Defensive
127
+ 0.64%
$94.4 - $104.27 $12K - $13.2K
20.1K $2.07M
TDW
Tidewater Inc

Energy
272
+ 2.05%
$46.32 - $63.19 $12.6K - $17.2K
13.6K $723K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
225
+ 1.75%
$35.21 - $46.94 $7.92K - $10.6K
13.1K $562K
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
340
+ 2.57%
$14.5 - $21.61 $4.93K - $7.35K
13.6K $291K
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.44%
$620.67 - $670.08 $5.59K - $6.03K
2.07K $1.39M
SRG
Seritage Growth Properties

Real Estate
15K
+ 53.38%
$2.85 - $4.49 $42.8K - $67.4K
43.1K $181K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
3.73K
+ 5.63%
$20.89 - $21.6 $77.9K - $80.5K
69.9K $1.49M
NFRA
Flexshares Stoxx Global Broad

ETFs
979
+ 4.45%
$60.61 - $63.45 $59.3K - $62.1K
23K $1.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
800
+ 3.35%
$25.29 - $28.33 $20.2K - $22.7K
24.7K $688K
IEFA
Ishares Tr

ETFs
255
+ 1.59%
$81.7 - $87.53 $20.8K - $22.3K
16.3K $1.42M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
320
+ 0.72%
$28.15 - $30.13 $9.01K - $9.64K
45K $1.33M
CPA
Copa Holdings, S.A.

Industrials
237
+ 4.27%
$107.44 - $122.34 $25.5K - $29K
5.79K $687K
SCHV
Schwab Strategic Tr Us Large C

ETFs
185
+ 0.38%
$27.61 - $29.15 $5.11K - $5.39K
48.9K $1.42M
VCIT
Vanguard Intermediate Term Cor

ETFs
677
+ 10.71%
$81.75 - $84.54 $55.3K - $57.2K
7K $588K
CMF
Ishares California Muni Bond E

ETFs
951
+ 18.23%
$55.16 - $57.13 $52.5K - $54.3K
6.17K $351K
DFIV
Dimensional ETF Tr

ETFs
760
+ 12.64%
$42.66 - $46.53 $32.4K - $35.4K
6.77K $312K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
401
+ 3.1%
$97.75 - $100.75 $39.2K - $40.4K
13.3K $1.34M
SNPS
Synopsys Inc

Technology
127
+ 26.96%
$387.78 - $645.35 $49.2K - $82K
598 $295K
USB
Us Bancorp \De\

Financial Services
4
+ 0.02%
$43.94 - $50.41 $176 - $202
17.1K $825K
SO
Southern CO

Utilities
333
+ 6.37%
$90.83 - $96.0 $30.2K - $32K
5.56K $526K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
186
+ 1.8%
$52.12 - $55.33 $9.69K - $10.3K
10.5K $580K
MA
Mastercard Inc

Financial Services
59
+ 6.73%
$550.18 - $598.96 $32.5K - $35.3K
936 $532K
SCHO
Schwab Short Term Us Treasury

ETFs
1.62K
+ 5.75%
$24.23 - $24.42 $39.3K - $39.6K
29.8K $727K
AJG
Arthur J. Gallagher & Co.

Financial Services
150
+ 20.98%
$284.17 - $319.49 $42.6K - $47.9K
865 $267K
SCHX
Schwab Strategic Tr Us Large C

ETFs
227
+ 1.41%
$24.46 - $26.5 $5.55K - $6.02K
16.3K $430K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.16%
$194.44 - $206.51 $778 - $826
2.45K $506K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.05%
$87.07 - $93.06 $261 - $279
6.03K $551K
TBUX
T Rowe Price Exchange Traded F

ETFs
500
+ 12.42%
$49.7 - $49.98 $24.9K - $25K
4.53K $225K
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 0.27%
$135.0 - $146.02 $810 - $876
2.21K $321K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 0.12%
$49.43 - $54.52 $297 - $327
5K $270K
VTC
Vanguard Scottsdale Fds Total

ETFs
188
+ 4.04%
$76.18 - $78.81 $14.3K - $14.8K
4.84K $379K
VTV
Vanguard Value ETF

ETFs
2
+ 0.11%
$175.51 - $186.57 $351 - $373
1.83K $341K
VGLT
Vanguard Long Term Treasury Et

ETFs
14
+ 0.07%
$54.21 - $57.41 $759 - $804
19.1K $1.08M
HDB
Hdfc Bank LTD

Financial Services
4.05K
+ 139.12%
$34.14 - $78.94 $138K - $319K
6.96K $237K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
29
+ 0.26%
$45.07 - $47.56 $1.31K - $1.38K
11.3K $517K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 7.58%
$5364.25 - $5815.92 $26.8K - $29.1K
71 $383K
First Tr Exchng Traded Fd Vi
1.93K
+ 2.83%
N/A
70K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1
+ 0.0%
N/A
34.1K $0
Angel Oak Funds Trust
752K
+ 84.77%
N/A
1.64M $0
Pimco ETF Tr
2.39K
+ 3.66%
N/A
67.9K $0
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
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