Altfest L J & CO Inc Reduced Holdings in Q3 2024

Altfest L J & CO Inc

  • $751 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TBJL
Innovator 20+ Year Treasury Bo

ETFs
-1.64M
- 96.94%
$19.61 - $21.48 $32.2M - $35.2M
51.9K $1.09M
NJUL
Innovator Growth 100 Power Buf

Technology
-378K
- 86.09%
$56.73 - $60.88 $21.4M - $23M
61K $3.71M
Innovator Etfs Trust
-443K
- 93.03%
N/A
33.2K $1.04M
GBIL
Goldman Sachs Access Treasury

ETFs
-121K
- 97.83%
$99.7 - $100.3 $12M - $12.1M
2.67K $268K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-426K
- 74.21%
$26.69 - $29.87 $11.4M - $12.7M
148K $4.31M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-331K
- 84.54%
N/A
60.4K $1.99M
First Tr Exchng Traded Fd Vi
-199K
- 67.53%
N/A
95.6K $3.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-30.4K
- 61.21%
$147.95 - $191.05 $4.5M - $5.81M
19.3K $3.34M
MSFT
Microsoft Corp

Technology
-7.02K
- 17.17%
$395.15 - $467.56 $2.77M - $3.28M
33.9K $14.6M
XLU
Utilities Sector Spdr

ETFs
-45.5K
- 86.81%
$67.67 - $80.78 $3.08M - $3.68M
6.91K $558K
IXC
Ishares Tr Global Energy ETF

ETFs
-48.7K
- 86.61%
$38.94 - $42.35 $1.89M - $2.06M
7.52K $304K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-38.1K
- 51.93%
$54.38 - $59.77 $2.07M - $2.28M
35.2K $2.09M
GOOG
Alphabet Inc.

Communication Services
-6.88K
- 17.6%
$149.54 - $192.66 $1.03M - $1.33M
32.2K $5.39M
NYF
Ishares New York Muni Bond ETF

ETFs
-29.4K
- 26.47%
$53.13 - $54.36 $1.56M - $1.6M
81.6K $4.43M
NOW
Service Now, Inc.

Technology
-1.95K
- 75.85%
$730.87 - $937.36 $1.42M - $1.83M
620 $555K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-29.5K
- 24.82%
$47.01 - $48.2 $1.39M - $1.42M
89.3K $4.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-23.4K
- 25.28%
$59.93 - $66.52 $1.4M - $1.56M
69.3K $4.61M
CNQ
Canadian Natural Resources LTD

Energy
-24.1K
- 52.33%
$31.97 - $37.41 $771K - $902K
22K $730K
TUA
Simpl Exch Traded Fds Sht Term
-50.5K
- 17.8%
N/A
233K $5.36M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
-42.9K
- 33.12%
$20.42 - $22.85 $876K - $980K
86.6K $1.95M
V
Visa Inc.

Financial Services
-2.6K
- 39.26%
$253.74 - $291.56 $661K - $759K
4.03K $1.11M
ADBE
Adobe Inc.

Technology
-966
- 56.26%
$508.13 - $586.55 $491K - $567K
751 $389K
HD
Home Depot, Inc.

Consumer Cyclical
-2.19K
- 38.43%
$333.64 - $405.2 $731K - $888K
3.51K $1.42M
QCOM
Qualcomm Inc

Technology
-1.51K
- 22.84%
$156.12 - $209.64 $236K - $317K
5.11K $868K
FANG
Diamondback Energy, Inc.

Energy
-1.97K
- 59.48%
$168.46 - $210.94 $332K - $416K
1.34K $232K
UNH
Unitedhealth Group Inc

Healthcare
-1.28K
- 30.08%
$488.01 - $604.18 $626K - $775K
2.98K $1.74M
TTE
Total Energies Se

Energy
-5.72K
- 46.34%
$68.61 - $68.61 $393K - $393K
6.63K $428K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.3K
- 27.78%
$36.98 - $41.55 $417K - $468K
29.3K $1.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.97K
- 29.8%
$73.43 - $80.37 $365K - $400K
11.7K $942K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-11.3K
- 26.64%
$31.15 - $35.67 $353K - $405K
31.2K $1.1M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-10.7K
- 18.53%
$38.1 - $44.5 $408K - $476K
47K $2.03M
AON
Aon PLC

Financial Services
-1.26K
- 42.06%
$293.16 - $351.06 $369K - $442K
1.74K $601K
ACN
Accenture PLC

Technology
-989
- 58.9%
$295.44 - $355.81 $292K - $352K
690 $244K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-13.1K
- 26.82%
$25.45 - $29.53 $334K - $387K
35.8K $1.04M
APP
App Lovin Corp

Technology
-7.82K
- 48.12%
$67.14 - $130.65 $525K - $1.02M
8.43K $1.1M
SCHO
Schwab Short Term Us Treasury

ETFs
-5.31K
- 39.69%
$47.93 - $49.06 $255K - $261K
8.07K $395K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.75K
- 32.47%
$44.9 - $47.55 $258K - $274K
12K $565K
INTC
Intel Corp

Technology
-2.21K
- 9.98%
$18.9 - $34.87 $41.8K - $77.1K
19.9K $468K
PGR
Progressive Corp

Financial Services
-1.32K
- 50.04%
$209.46 - $259.24 $275K - $341K
1.31K $333K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.6K
- 20.09%
$96.25 - $101.98 $250K - $265K
10.3K $1.05M
ERO
Ero Copper Corp.

Basic Materials
-10.1K
- 34.47%
$17.94 - $23.11 $182K - $235K
19.3K $430K
LMT
Lockheed Martin Corp

Industrials
-949
- 29.37%
$460.3 - $584.56 $437K - $555K
2.28K $1.33M
BA
Boeing CO

Industrials
-333
- 8.62%
$152.04 - $190.6 $50.6K - $63.5K
3.53K $537K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-5.07K
- 29.7%
$34.48 - $38.87 $175K - $197K
12K $462K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-11.4K
- 29.74%
$19.78 - $23.53 $226K - $269K
27K $625K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.42K
- 3.99%
$100.09 - $100.69 $142K - $143K
34.1K $3.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.39K
- 16.82%
$75.47 - $83.18 $180K - $198K
11.8K $980K
GOOGL
Alphabet Inc.

Communication Services
-1
- 0.01%
$148.65 - $191.18 $149 - $191
7.26K $1.2M
IBB
Ishares Biotechnology ETF

ETFs
-1.01K
- 28.76%
$135.09 - $149.47 $137K - $151K
2.5K $365K
Activity Summary
Buys All Purchases 181 New Holdings 61 Increased Positions 120 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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