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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-9
- 0.51%
$366.54 - $479.53 $3.3K - $4.32K
1.76K $688K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-197
- 24.05%
$567.09 - $607.37 $112K - $120K
622 $370K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.17K
- 14.8%
$45.72 - $47.27 $99.3K - $103K
12.5K $587K
MBB
Ishares Tr

ETFs
-980
- 31.52%
$92.46 - $95.73 $90.6K - $93.8K
2.13K $202K
INTU
Intuit Inc

Technology
-38
- 8.54%
$646.03 - $807.39 $24.5K - $30.7K
407 $277K
FTI
Technip Fmc PLC

Energy
-4.18K
- 21.06%
$32.19 - $40.89 $134K - $171K
15.6K $617K
VGSH
Vanguard

ETFs
-1.11K
- 12.26%
$58.43 - $58.88 $64.8K - $65.3K
7.94K $467K
DOUG
Douglas Elliman Inc.

Real Estate
-84.9K
- 25.08%
$2.12 - $3.11 $180K - $264K
254K $725K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.33K
- 25.07%
$58.56 - $63.63 $77.8K - $84.6K
3.97K $252K
CMCSA
Comcast Corp

Communication Services
-439
- 4.33%
$31.41 - $36.33 $13.8K - $15.9K
9.71K $304K
V
Visa Inc.

Financial Services
-16
- 0.44%
$332.09 - $358.86 $5.31K - $5.74K
3.63K $1.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-426
- 39.78%
$293.94 - $444.72 $125K - $189K
645 $286K
T
At&T Inc.

Communication Services
-885
- 2.62%
$26.94 - $29.62 $23.8K - $26.2K
32.9K $927K
XLF
Financial Sector Spdr

ETFs
-1.09K
- 14.15%
$51.37 - $54.25 $55.7K - $58.9K
6.58K $354K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.03K
- 16.94%
$62.09 - $66.51 $63.8K - $68.3K
5.04K $328K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.73K
- 7.58%
$20.76 - $21.78 $56.6K - $59.4K
33.2K $716K
SBUX
Starbucks Corp

Consumer Cyclical
-107
- 2.38%
$81.9 - $96.86 $8.76K - $10.4K
4.38K $370K
ADP
Automatic Data Processing Inc

Industrials
-58
- 3.73%
$288.69 - $310.94 $16.7K - $18K
1.5K $439K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-825
- 15.15%
$46.86 - $48.27 $38.7K - $39.8K
4.62K $221K
XLU
Utilities Sector Spdr

ETFs
-4.37K
- 7.0%
$81.14 - $87.32 $355K - $382K
58.1K $5.07M
LMT
Lockheed Martin Corp

Industrials
-177
- 11.16%
$410.74 - $499.21 $72.7K - $88.4K
1.41K $703K
SPY
Spdr S&P 500 ETF Trust

ETFs
-297
- 8.6%
$617.65 - $666.84 $183K - $198K
3.16K $2.1M
A
Agilent Technologies, Inc.

Healthcare
-756
- 11.8%
$112.04 - $128.75 $84.7K - $97.3K
5.65K $725K
TRV
Travelers Companies, Inc.

Financial Services
-147
- 14.36%
$250.62 - $279.43 $36.8K - $41.1K
877 $244K
AAXJ
Ishares Msci All Country Asia

ETFs
-717
- 14.84%
$82.05 - $91.87 $58.8K - $65.9K
4.11K $375K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.68K
- 13.26%
$37.04 - $40.86 $62.3K - $68.8K
11K $448K
VOX
Vanguard Communication Service

ETFs
-1.2K
- 9.91%
$169.0 - $192.17 $202K - $230K
10.9K $2.04M
NJUL
Innovator Growth 100 Power Buf

Technology
-1.36K
- 5.63%
$67.81 - $71.18 $91.9K - $96.4K
22.7K $1.62M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.45K
- 2.45%
$25.67 - $27.21 $37.2K - $39.4K
57.7K $1.56M
XLV
Select Sector Spdr Fund Health

ETFs
-153
- 7.97%
$129.01 - $139.72 $19.7K - $21.4K
1.77K $245K
MET
Metlife Inc

Financial Services
-230
- 8.31%
$73.82 - $82.37 $17K - $18.9K
2.54K $209K
COP
Conocophillips

Energy
-229
- 9.4%
$91.0 - $98.99 $20.8K - $22.7K
2.21K $208K
VIS
Vanguard Industrial ETF

ETFs
-105
- 8.31%
$281.0 - $296.29 $29.5K - $31.1K
1.16K $343K
ED
Consolidated Edison Inc

Utilities
-103
- 2.2%
$95.57 - $105.36 $9.84K - $10.9K
4.58K $460K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-395
- 13.49%
$100.4 - $119.58 $39.7K - $47.2K
2.53K $280K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-293
- 6.59%
$132.9 - $142.03 $38.9K - $41.6K
4.15K $585K
AON
Aon PLC

Financial Services
-18
- 0.98%
$350.91 - $375.27 $6.32K - $6.75K
1.82K $650K
MCD
Mcdonalds Corp

Consumer Cyclical
-69
- 4.32%
$291.67 - $316.99 $20.1K - $21.9K
1.53K $464K
MCH
Matthews Asia Fds China Active
-1.05K
- 8.65%
N/A
11.1K $0
Innovator Etfs Trust
-1.75K
- 14.31%
N/A
10.5K $0
PSEP
Innovator U.S. Equity Power Bu
-121
- 0.23%
N/A
51.8K $0
Fidelity Wise Origin Bitcoin
-45.2K
- 36.09%
N/A
80.1K $0
Innovator Etfs Trust
-463
- 4.56%
N/A
9.68K $0
Ge Vernova Inc
-1.44K
- 53.01%
N/A
1.27K $0
Listed Fds Tr
-60.9K
- 94.66%
N/A
3.44K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-89.9K
- 8.49%
N/A
969K $0
NTR
Nutrien Ltd.

Basic Materials
-46
- 0.4%
$55.69 - $62.11 $2.56K - $2.86K
11.4K $670K
WFC
Wells Fargo & Company

Financial Services
-411
- 3.96%
$77.05 - $85.16 $31.7K - $35K
9.96K $835K
QCOM
Qualcomm Inc

Technology
-11
- 0.69%
$145.84 - $173.55 $1.6K - $1.91K
1.57K $261K
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
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