Altfest L J & CO Inc Reduced Holdings in Q1 2025

Altfest L J & CO Inc

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
-126K
- 89.58%
$147.73 - $169.24 $18.5M - $21.2M
14.6K $2.17M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-188K
- 85.12%
$100.59 - $103.47 $18.9M - $19.4M
32.8K $3.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-35.2K
- 85.08%
$468.34 - $539.52 $16.5M - $19M
6.17K $2.89M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-611K
- 92.6%
$28.92 - $29.24 $17.7M - $17.9M
48.8K $1.43M
KBE
Spdr S&P Bank ETF

ETFs
-264K
- 94.12%
$51.28 - $59.92 $13.5M - $15.8M
16.5K $872K
VGLT
Vanguard Long Term Treasury Et

ETFs
-261K
- 90.97%
$53.99 - $58.43 $14.1M - $15.3M
25.9K $1.49M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-22.1K
- 90.18%
$522.96 - $601.18 $11.5M - $13.3M
2.4K $1.28M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-46.2K
- 91.82%
$211.47 - $267.17 $9.76M - $12.3M
4.12K $870K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-120K
- 41.47%
$91.45 - $91.75 $11M - $11M
169K $15.5M
MBB
Ishares Tr

ETFs
-102K
- 95.14%
$90.37 - $94.08 $9.19M - $9.57M
5.19K $487K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37.7K
- 88.11%
$168.16 - $186.21 $6.34M - $7.02M
5.09K $869K
AMZN
Amazon Com Inc

Consumer Cyclical
-12.1K
- 15.69%
$190.26 - $242.06 $2.31M - $2.94M
65.2K $12.4M
XLF
Financial Sector Spdr

ETFs
-72.5K
- 89.82%
$47.32 - $52.19 $3.43M - $3.79M
8.22K $409K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-122K
- 88.39%
$27.29 - $38.29 $3.32M - $4.66M
16K $558K
AAPL
Apple Inc.

Technology
-288
- 0.27%
$209.68 - $247.1 $60.4K - $71.2K
105K $23.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-47K
- 86.09%
$57.21 - $65.8 $2.69M - $3.09M
7.6K $443K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-103K
- 68.33%
$25.77 - $27.6 $2.66M - $2.85M
47.8K $1.27M
GOOG
Alphabet Inc.

Communication Services
-8.91K
- 28.12%
$156.06 - $207.71 $1.39M - $1.85M
22.8K $3.56M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-37.5K
- 88.35%
$60.05 - $72.21 $2.25M - $2.71M
4.95K $310K
MSFT
Microsoft Corp

Technology
-2.17K
- 7.84%
$375.39 - $447.2 $815K - $971K
25.5K $9.59M
NVDA
Nvidia Corp

Technology
-6.81K
- 15.9%
$106.98 - $149.43 $728K - $1.02M
36K $3.9M
META
Meta Platforms, Inc.

Communication Services
-2.21K
- 24.05%
$576.36 - $736.67 $1.27M - $1.63M
6.97K $4.01M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-9.42K
- 55.57%
$134.68 - $159.3 $1.27M - $1.5M
7.53K $1.06M
XLV
Select Sector Spdr Fund Health

ETFs
-9.54K
- 80.32%
$137.61 - $149.68 $1.31M - $1.43M
2.34K $341K
MELI
Mercadolibre Inc

Consumer Cyclical
-727
- 84.24%
$1739.0 - $2260.0 $1.26M - $1.64M
136 $265K
APP
App Lovin Corp

Technology
-3.02K
- 48.07%
$238.08 - $510.13 $720K - $1.54M
3.27K $865K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.16K
- 25.25%
$77.33 - $90.16 $477K - $556K
18.2K $1.43M
SNPS
Synopsys Inc

Technology
-1.27K
- 72.18%
$428.58 - $551.54 $546K - $703K
491 $210K
ISRG
Intuitive Surgical Inc

Healthcare
-1.14K
- 51.38%
$476.63 - $610.45 $542K - $695K
1.08K $533K
MDT
Medtronic PLC

Healthcare
-8.88K
- 49.0%
$79.84 - $94.5 $709K - $839K
9.24K $830K
ALC
Alcon Inc

Healthcare
-7.61K
- 64.78%
$82.73 - $96.8 $629K - $736K
4.14K $392K
AAXJ
Ishares Msci All Country Asia

ETFs
-7.2K
- 51.63%
$69.59 - $77.09 $501K - $555K
6.75K $499K
COP
Conocophillips

Energy
-5.12K
- 67.31%
$88.6 - $105.85 $453K - $542K
2.49K $260K
JCI
Johnson Controls International PLC

Industrials
-6.2K
- 50.0%
$76.12 - $90.6 $472K - $562K
6.2K $496K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-6.18K
- 13.0%
$58.79 - $65.0 $363K - $402K
41.3K $2.46M
CRM
Salesforce, Inc.

Technology
-1.13K
- 56.76%
$268.36 - $359.95 $303K - $406K
860 $230K
SO
Southern CO

Utilities
-5.72K
- 52.68%
$80.96 - $92.96 $463K - $532K
5.14K $472K
ENB
Enbridge Inc

Energy
-9.94K
- 34.71%
$41.54 - $45.45 $413K - $452K
18.7K $828K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.06K
- 3.72%
$81.1 - $94.7 $85.6K - $99.9K
27.3K $2.21M
ASML
Asml Holding Nv

Technology
-363
- 11.71%
$662.63 - $776.99 $241K - $282K
2.74K $1.81M
TSLA
Tesla, Inc.

Consumer Cyclical
-262
- 14.25%
$222.15 - $428.22 $58.2K - $112K
1.58K $408K
DHR
Danaher Corp

Healthcare
-1.13K
- 27.37%
$201.62 - $250.59 $228K - $283K
3K $615K
NFLX
Netflix Inc

Communication Services
-466
- 16.98%
$828.4 - $1058.6 $386K - $493K
2.28K $2.12M
FTI
Technip Fmc PLC

Energy
-11.8K
- 37.79%
$25.3 - $32.57 $299K - $385K
19.4K $616K
TOST
Toast, Inc.

Technology
-6.88K
- 40.42%
$32.61 - $41.98 $224K - $289K
10.1K $336K
GOOGL
Alphabet Inc.

Communication Services
-21
- 0.29%
$154.33 - $206.19 $3.24K - $4.33K
7.25K $1.12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.04K
- 38.69%
$114.57 - $118.14 $233K - $241K
3.23K $381K
SPY
Spdr S&P 500 ETF Trust

ETFs
-218
- 5.57%
$551.42 - $612.93 $120K - $134K
3.7K $2.07M
UNH
Unitedhealth Group Inc

Healthcare
-530
- 18.07%
$461.52 - $548.18 $245K - $291K
2.4K $1.26M
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
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