Altfest L J & CO Inc Reduced Holdings in Q3 2025

Altfest L J & CO Inc

  • $735 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
-109K
- 88.23%
$175.25 - $189.41 $19.1M - $20.6M
14.5K $2.75M
EMLP
First Tr Exchange Traded Iv

ETFs
-344K
- 37.16%
$36.99 - $38.38 $12.7M - $13.2M
582K $22.3M
VHT
Vanguard Health Care ETF

ETFs
-48.9K
- 83.16%
$239.12 - $259.95 $11.7M - $12.7M
9.9K $2.57M
VDE
Vanguard Energy ETF

ETFs
-75K
- 90.56%
$118.37 - $129.65 $8.87M - $9.72M
7.82K $984K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-55.8K
- 12.8%
$102.4 - $103.88 $5.71M - $5.8M
380K $39.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-80.2K
- 93.92%
$59.29 - $62.87 $4.75M - $5.04M
5.19K $311K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20.7K
- 78.99%
$182.33 - $194.5 $3.77M - $4.03M
5.5K $1.07M
AVGO
Broadcom Inc.

Technology
-11.2K
- 45.21%
$264.74 - $369.57 $2.95M - $4.12M
13.5K $4.46M
NOW
Service Now, Inc.

Technology
-1.87K
- 84.69%
$850.86 - $1044.69 $1.59M - $1.95M
338 $311K
EWY
Ishares Inc Msci South Korea E

ETFs
-30.3K
- 33.77%
$70.07 - $81.56 $2.12M - $2.47M
59.4K $4.75M
GLD
Spdr Gold Trust

ETFs
-9.48K
- 25.75%
$300.96 - $355.47 $2.85M - $3.37M
27.3K $9.72M
EFV
Msci Eafe Value ETF

ETFs
-24.4K
- 71.58%
$62.79 - $68.42 $1.53M - $1.67M
9.68K $656K
NYF
Ishares New York Muni Bond ETF

ETFs
-28.5K
- 25.58%
$51.6 - $53.44 $1.47M - $1.52M
82.9K $4.42M
SLV
I Shares Silver Trust

ETFs
-78.8K
- 38.1%
$32.73 - $42.5 $2.58M - $3.35M
128K $5.43M
NVO
Novo Nordisk A S

Healthcare
-14.9K
- 43.83%
$45.38 - $71.7 $677K - $1.07M
19.1K $1.06M
ORCL
Oracle Corp

Technology
-8.56K
- 45.5%
$218.96 - $328.33 $1.87M - $2.81M
10.3K $2.88M
DHR
Danaher Corp

Healthcare
-5.12K
- 47.43%
$181.46 - $212.2 $930K - $1.09M
5.68K $1.13M
NVDA
Nvidia Corp

Technology
-13K
- 22.94%
$153.3 - $186.58 $2M - $2.43M
43.7K $8.16M
BSX
Boston Scientific Corp

Healthcare
-5.84K
- 31.74%
$97.03 - $108.14 $567K - $632K
12.6K $1.23M
MU
Micron Technology Inc

Technology
-7.41K
- 58.84%
$104.88 - $168.89 $777K - $1.25M
5.18K $867K
AXON
Axon Enterprise, Inc.

Industrials
-30
- 0.51%
$698.02 - $870.97 $20.9K - $26.1K
5.91K $4.24M
ABT
Abbott Laboratories

Healthcare
-4.76K
- 34.03%
$120.51 - $136.62 $574K - $651K
9.23K $1.24M
VRT
Vertiv Holdings CO

Industrials
-7.54K
- 52.53%
N/A
6.82K $590K
NFLX
Netflix Inc

Communication Services
-138
- 5.77%
$1147.87 - $1297.18 $158K - $179K
2.25K $2.7M
CCJ
Cameco Corp

Energy
-7.86K
- 41.72%
$70.47 - $86.89 $554K - $683K
11K $920K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-9.5K
- 15.13%
$47.76 - $48.46 $453K - $460K
53.2K $2.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-732
- 56.57%
$567.77 - $614.76 $416K - $450K
562 $344K
APH
Amphenol Corp

Technology
-4.99K
- 53.64%
$97.39 - $125.4 $486K - $626K
4.31K $533K
META
Meta Platforms, Inc.

Communication Services
-450
- 6.35%
$695.21 - $791.73 $313K - $356K
6.64K $4.88M
BMY
Bristol Myers Squibb CO

Healthcare
-6.2K
- 18.3%
$43.31 - $48.98 $268K - $303K
27.7K $1.25M
CTRA
Coterra Energy Inc.

Energy
-10.4K
- 25.02%
$23.09 - $25.45 $241K - $266K
31.3K $739K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-7.78K
- 55.37%
$42.74 - $62.88 $332K - $489K
6.27K $360K
DASH
Door Dash, Inc.

Communication Services
-1.25K
- 46.05%
$234.5 - $272.5 $294K - $341K
1.47K $399K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-8.54K
- 28.39%
$29.12 - $29.34 $249K - $251K
21.6K $631K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.05K
- 9.16%
$100.16 - $100.7 $205K - $206K
20.3K $2.04M
IHF
Ishares Tr

ETFs
-5.47K
- 5.11%
$40.81 - $49.43 $223K - $270K
102K $5.02M
BAC
Bank Of America Corp

Financial Services
-4.9K
- 31.5%
$44.92 - $52.42 $220K - $257K
10.6K $549K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.69K
- 31.91%
$128.32 - $138.41 $217K - $234K
3.61K $499K
ECPG
Encore Capital Group Inc

Financial Services
-5.91K
- 26.95%
$35.97 - $46.09 $213K - $273K
16K $669K
DIS
Walt Disney CO

Communication Services
-227
- 1.42%
$112.25 - $124.0 $25.5K - $28.1K
15.8K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 3.19%
$915.95 - $994.57 $45.8K - $49.7K
1.52K $1.4M
PM
Philip Morris International Inc.

Consumer Defensive
-384
- 9.98%
$157.77 - $183.27 $60.6K - $70.4K
3.47K $562K
ISRG
Intuitive Surgical Inc

Healthcare
-110
- 12.33%
$433.66 - $544.47 $47.7K - $59.9K
782 $349K
ASML
Asml Holding Nv

Technology
-277
- 33.21%
$689.63 - $968.09 $191K - $268K
557 $539K
IBM
International Business Machines Corp

Technology
-92
- 1.14%
$234.77 - $292.47 $21.6K - $26.9K
8K $2.26M
TBJL
Innovator 20+ Year Treasury Bo

ETFs
-6.18K
- 16.31%
$19.3 - $20.28 $119K - $125K
31.7K $637K
BA
Boeing CO

Industrials
-817
- 8.65%
$209.79 - $237.38 $171K - $194K
8.62K $1.86M
AMT
American Tower Corp

Real Estate
-314
- 16.05%
$192.32 - $232.35 $60.4K - $73K
1.64K $315K
CPRT
Copart Inc

Consumer Cyclical
-970
- 5.66%
$44.6 - $49.97 $43.3K - $48.5K
16.2K $727K
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
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