Altfest L J & CO Inc Incresed Positions in Q2 2025

Altfest L J & CO Inc

  • $712 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TOST
Toast, Inc.

Technology
761
+ 7.5%
$30.03 - $45.23 $22.9K - $34.4K
10.9K $483K
MGK
Vanguard Mega Cap Growth ETF

ETFs
62
+ 3.19%
$273.67 - $366.17 $17K - $22.7K
2.01K $734K
SCHC
Schwab Strategic Tr Intl Small

ETFs
298
+ 1.8%
$32.41 - $42.59 $9.66K - $12.7K
16.9K $718K
PM
Philip Morris International Inc.

Consumer Defensive
183
+ 4.99%
$149.23 - $184.95 $27.3K - $33.8K
3.85K $701K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.37K
+ 3.16%
$22.92 - $28.05 $31.4K - $38.4K
44.7K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
89
+ 7.39%
$456.74 - $568.03 $40.6K - $50.6K
1.29K $735K
MX
Magnachip Semiconductor Corp

Technology
25.8K
+ 117.31%
$2.65 - $4.14 $68.4K - $107K
47.8K $190K
PTC
Ptc Inc.

Technology
226
+ 5.42%
$136.74 - $173.24 $30.9K - $39.2K
4.39K $757K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
4.88K
+ 8.58%
$25.57 - $26.34 $125K - $129K
61.8K $1.61M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
869
+ 11.34%
$140.05 - $156.07 $122K - $136K
8.53K $1.31M
FNDF
Schwab Fundamental Intl Large

ETFs
359
+ 1.75%
$32.25 - $40.02 $11.6K - $14.4K
20.9K $837K
C
Citigroup Inc

Financial Services
67
+ 1.09%
$58.13 - $85.12 $3.89K - $5.7K
6.23K $530K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.13%
$4164.15 - $5789.24 $8.33K - $11.6K
66 $382K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.71K
+ 7.69%
$20.42 - $25.3 $34.8K - $43.1K
23.9K $604K
GS
Goldman Sachs Group Inc

Financial Services
9
+ 1.88%
$462.22 - $707.75 $4.16K - $6.37K
488 $345K
USB
Us Bancorp \De\

Financial Services
775
+ 4.75%
$36.4 - $45.76 $28.2K - $35.5K
17.1K $772K
SCHV
Schwab Strategic Tr Us Large C

ETFs
954
+ 2.0%
$23.55 - $27.67 $22.5K - $26.4K
48.7K $1.35M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
328
+ 1.86%
$34.29 - $43.33 $11.2K - $14.2K
18K $763K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.02%
$55.54 - $69.09 $111 - $138
10.1K $696K
AR
Antero Resources Corp

Energy
1.8K
+ 22.08%
$31.92 - $43.78 $57.4K - $78.7K
9.94K $400K
NVS
Novartis Ag

Healthcare
303
+ 8.61%
$101.96 - $121.01 $30.9K - $36.7K
3.82K $462K
FTI
Technip Fmc PLC

Energy
382
+ 1.97%
$23.18 - $35.33 $8.85K - $13.5K
19.8K $682K
AAP
Advance Auto Parts Inc

Consumer Cyclical
387
+ 6.09%
$30.31 - $53.25 $11.7K - $20.6K
6.75K $313K
VGT
Vanguard Information Technolog

ETFs
6
+ 1.22%
$470.37 - $663.28 $2.82K - $3.98K
499 $330K
BK
Bank Of New York Mellon Corp

Financial Services
142
+ 2.51%
$73.31 - $91.62 $10.4K - $13K
5.8K $528K
FQAL
Fidelity Covington Tr Quality

ETFs
51
+ 0.6%
$57.29 - $69.63 $2.92K - $3.55K
8.5K $591K
ASND
Ascendis Pharma A/S

Healthcare
63
+ 2.98%
$137.41 - $179.1 $8.66K - $11.3K
2.17K $375K
MMM
3 M CO

Industrials
2
+ 0.03%
$126.09 - $154.15 $252 - $308
5.96K $906K
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.32%
$108.12 - $135.04 $757 - $945
2.2K $297K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
1.35K
+ 2.08%
$20.72 - $21.36 $28K - $28.8K
66.2K $1.4M
SCHO
Schwab Short Term Us Treasury

ETFs
1.13K
+ 4.18%
$24.19 - $24.45 $27.4K - $27.7K
28.2K $687K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
55
+ 1.25%
$114.78 - $133.31 $6.31K - $7.33K
4.44K $592K
V
Visa Inc.

Financial Services
20
+ 0.55%
$308.27 - $373.31 $6.17K - $7.47K
3.64K $1.29M
BX
Blackstone Inc.

Financial Services
11
+ 0.51%
$120.07 - $151.11 $1.32K - $1.66K
2.18K $326K
GII
Spdr S&P Global Infrasture ETF

ETFs
27
+ 0.81%
$57.32 - $67.33 $1.55K - $1.82K
3.34K $224K
MET
Metlife Inc

Financial Services
230
+ 9.06%
$68.42 - $82.49 $15.7K - $19K
2.77K $222K
UNH
Unitedhealth Group Inc

Healthcare
1.69K
+ 70.25%
$274.35 - $599.47 $463K - $1.01M
4.09K $1.28M
EVRG
Evergy, Inc.

Utilities
229
+ 2.02%
$64.06 - $69.64 $14.7K - $15.9K
11.6K $798K
LNG
Cheniere Energy, Inc.

Energy
21
+ 2.29%
$197.25 - $244.33 $4.14K - $5.13K
940 $228K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
103
+ 0.8%
$96.84 - $99.46 $9.97K - $10.2K
12.9K $1.28M
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.2%
$168.34 - $195.42 $842 - $977
2.45K $478K
VTC
Vanguard Scottsdale Fds Total

ETFs
109
+ 2.4%
$74.71 - $77.33 $8.14K - $8.43K
4.65K $359K
SO
Southern CO

Utilities
86
+ 1.67%
$84.91 - $92.56 $7.3K - $7.96K
5.22K $479K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2
+ 0.07%
$86.79 - $101.21 $174 - $202
2.93K $288K
CMCSA
Comcast Corp

Communication Services
450
+ 4.64%
$32.84 - $36.72 $14.8K - $16.5K
10.1K $362K
CB
Chubb LTD

Financial Services
46
+ 5.56%
$274.32 - $302.46 $12.6K - $13.9K
873 $252K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
540
+ 3.22%
$10.29 - $11.24 $5.56K - $6.07K
17.3K $188K
Pimco ETF Tr
73
+ 0.11%
N/A
65.5K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
413K
+ 64.03%
N/A
1.06M $0
Activity Summary
Buys All Purchases 178 New Holdings 53 Increased Positions 125 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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