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
KLIC
Kulicke & Soffa Industries Inc

Technology
1.3K
+ 18.24%
$42.42 - $50.54 $55.1K - $65.6K
8.42K $392K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
47
+ 0.33%
$8.31 - $14.99 $391 - $705
14.5K $201K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.23K
+ 19.93%
$25.25 - $26.34 $81.6K - $85.1K
19.4K $492K
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.3K
+ 131.52%
$25.33 - $51.16 $262K - $529K
18.2K $471K
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.2K
+ 297.72%
$25.93 - $105.3 $575K - $2.34M
29.6K $826K
CFG
Citizens Financial Group Inc

Financial Services
132
+ 0.84%
$39.92 - $48.46 $5.27K - $6.4K
15.9K $693K
USB
Us Bancorp \De\

Financial Services
213
+ 1.32%
$43.98 - $53.66 $9.37K - $11.4K
16.4K $783K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
136K
+ 195.86%
$22.01 - $66.82 $2.99M - $9.07M
205K $4.65M
ZBRA
Zebra Technologies Corp

Technology
72
+ 7.53%
$360.09 - $411.94 $25.9K - $29.7K
1.03K $397K
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 1.46%
$570.51 - $610.59 $14.8K - $15.9K
1.81K $1.07M
ADBE
Adobe Inc.

Technology
193
+ 25.7%
$437.39 - $552.96 $84.4K - $107K
944 $419K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.6K
+ 208.32%
$27.54 - $83.04 $677K - $2.04M
36.4K $1.01M
NGD
New Gold Inc.

Basic Materials
13.2K
+ 82.65%
$2.47 - $3.08 $32.5K - $40.5K
29.1K $72K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.26%
$280.08 - $307.97 $1.12K - $1.23K
1.56K $456K
LFUS
Littelfuse Inc

Technology
261
+ 20.39%
$233.99 - $262.18 $61.1K - $68.4K
1.54K $363K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
85
+ 1.57%
$55.73 - $66.16 $4.74K - $5.62K
5.49K $330K
NYF
Ishares New York Muni Bond ETF

ETFs
2.02K
+ 2.48%
$52.85 - $54.34 $107K - $110K
83.6K $4.45M
DOUG
Douglas Elliman Inc.

Real Estate
46.3K
+ 12.13%
$1.43 - $2.7 $66.2K - $125K
428K $714K
TTD
Trade Desk, Inc.

Technology
6
+ 0.33%
$108.7 - $139.51 $652 - $837
1.85K $216K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.48%
$225.97 - $266.66 $1.13K - $1.33K
1.04K $251K
AJG
Arthur J. Gallagher & Co.

Financial Services
24
+ 3.1%
$278.49 - $315.16 $6.68K - $7.56K
797 $226K
ASML
Asml Holding Nv

Technology
531
+ 20.67%
$658.43 - $872.27 $350K - $463K
3.1K $2.15M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.37%
$124.26 - $134.12 $994 - $1.07K
2.19K $281K
FQAL
Fidelity Covington Tr Quality

ETFs
11
+ 0.13%
$64.43 - $68.47 $709 - $753
8.44K $552K
BRP
Brp Group, Inc.

Financial Services
1.46K
+ 26.54%
N/A
6.94K $277K
VTC
Vanguard Scottsdale Fds Total

ETFs
269
+ 6.01%
$75.59 - $79.31 $20.3K - $21.3K
4.74K $359K
INTU
Intuit Inc

Technology
1
+ 0.24%
$602.01 - $706.25 $602 - $706
419 $263K
SCHO
Schwab Short Term Us Treasury

ETFs
8.5K
+ 105.35%
$24.06 - $48.88 $205K - $415K
16.6K $398K
PM
Philip Morris International Inc.

Consumer Defensive
38
+ 1.03%
$118.38 - $133.06 $4.5K - $5.06K
3.72K $447K
IBM
International Business Machines Corp

Technology
54
+ 0.65%
$204.9 - $238.04 $11.1K - $12.9K
8.39K $1.85M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.11%
$126.68 - $134.74 $633 - $674
4.61K $588K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 191.82%
$22.4 - $68.28 $307K - $935K
20.8K $483K
CVX
Chevron Corp

Energy
18
+ 0.77%
$141.15 - $162.53 $2.54K - $2.93K
2.37K $342K
ACWI
Ishares Msci Acwi ETF

ETFs
8
+ 0.15%
$117.05 - $123.03 $936 - $984
5.46K $640K
GNRC
Generac Holdings Inc.

Industrials
22
+ 0.51%
$154.28 - $195.11 $3.39K - $4.29K
4.36K $676K
IVE
Ishares S&P 500 Value ETF

ETFs
7
+ 0.28%
$189.5 - $206.17 $1.33K - $1.44K
2.46K $470K
PG
Procter & Gamble CO

Consumer Defensive
58
+ 1.27%
$161.05 - $179.7 $9.34K - $10.4K
4.62K $773K
SCHC
Schwab Strategic Tr Intl Small

ETFs
963
+ 8.02%
$33.93 - $38.37 $32.7K - $37K
13K $445K
CAT
Caterpillar Inc

Industrials
2
+ 0.3%
$360.37 - $416.88 $721 - $834
659 $239K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.78%
N/A
1.17K $212K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.71%
$288.47 - $316.54 $3.17K - $3.48K
1.56K $451K
SBUX
Starbucks Corp

Consumer Cyclical
13
+ 0.29%
$87.44 - $102.5 $1.14K - $1.33K
4.48K $407K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
164
+ 1.52%
$40.41 - $45.12 $6.63K - $7.4K
11K $444K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
852
+ 3.16%
$20.55 - $23.26 $17.5K - $19.8K
27.8K $585K
CMCSA
Comcast Corp

Communication Services
244
+ 2.01%
$37.39 - $45.14 $9.12K - $11K
12.4K $464K
EFV
Msci Eafe Value ETF

ETFs
601
+ 4.04%
$51.78 - $57.15 $31.1K - $34.3K
15.5K $811K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.12%
$90.22 - $102.31 $361 - $409
3.39K $308K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19
+ 0.18%
$96.64 - $101.23 $1.84K - $1.92K
10.4K $1M
MMM
3 M CO

Industrials
11
+ 0.18%
$124.74 - $137.12 $1.37K - $1.51K
5.96K $769K
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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