Altfest L J & CO Inc Reduced Holdings in Q2 2025

Altfest L J & CO Inc

  • $712 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.62K
- 42.45%
$35.35 - $42.68 $128K - $154K
4.9K $208K
AAXJ
Ishares Msci All Country Asia

ETFs
-1.91K
- 28.38%
$65.0 - $82.89 $124K - $159K
4.83K $399K
VPN
Global X Fds Data Ctr Reits &

ETFs
-6.21K
- 19.26%
N/A
26K $414K
VOX
Vanguard Communication Service

ETFs
-2.51K
- 17.21%
$133.12 - $171.03 $335K - $430K
12.1K $2.07M
XLV
Select Sector Spdr Fund Health

ETFs
-419
- 17.92%
$128.77 - $144.3 $54K - $60.5K
1.92K $258K
FNV
Franco Nevada Corp

Basic Materials
-598
- 18.62%
$143.04 - $178.17 $85.5K - $107K
2.61K $428K
MRCY
Mercury Systems Inc

Industrials
-4.83K
- 27.42%
$41.52 - $53.87 $200K - $260K
12.8K $688K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.83K
- 23.07%
$19.6 - $24.44 $94.7K - $118K
16.1K $393K
TSLA
Tesla, Inc.

Consumer Cyclical
-506
- 32.09%
$221.86 - $362.89 $112K - $184K
1.07K $340K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.54K
- 20.21%
$51.16 - $62.02 $78.5K - $95.2K
6.06K $375K
HD
Home Depot, Inc.

Consumer Cyclical
-138
- 10.27%
$335.24 - $380.78 $46.3K - $52.5K
1.21K $442K
ISRG
Intuitive Surgical Inc

Healthcare
-185
- 17.18%
$451.58 - $565.94 $83.5K - $105K
892 $484K
CL
Colgate Palmolive CO

Consumer Defensive
-410
- 14.06%
$87.57 - $96.0 $35.9K - $39.4K
2.51K $227K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-145
- 0.24%
$25.48 - $27.78 $3.69K - $4.03K
59.2K $1.57M
COP
Conocophillips

Energy
-49
- 1.97%
$82.66 - $106.1 $4.05K - $5.2K
2.44K $218K
AJG
Arthur J. Gallagher & Co.

Financial Services
-65
- 8.33%
$310.86 - $348.77 $20.2K - $22.7K
715 $228K
ELV
Elevance Health, Inc.

Healthcare
-9
- 1.16%
$372.27 - $452.69 $3.35K - $4.07K
767 $298K
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 0.68%
$285.55 - $321.23 $3.14K - $3.53K
1.6K $466K
IEFA
Ishares Tr

ETFs
-1.99K
- 11.05%
$67.83 - $84.09 $135K - $167K
16K $1.34M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-725
- 6.57%
$45.11 - $52.34 $32.7K - $37.9K
10.3K $539K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-543
- 3.57%
$45.2 - $46.6 $24.5K - $25.3K
14.7K $680K
IBB
Ishares Biotechnology ETF

ETFs
-163
- 6.55%
$112.02 - $129.0 $18.3K - $21K
2.33K $294K
KO
Coca Cola CO

Consumer Defensive
-139
- 0.85%
$68.37 - $73.9 $9.5K - $10.3K
16.2K $1.15M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.54K
- 9.91%
$35.3 - $40.46 $54.2K - $62.1K
14K $564K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-421
- 7.18%
$46.41 - $47.7 $19.5K - $20.1K
5.44K $258K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-774
- 13.42%
$39.89 - $49.46 $30.9K - $38.3K
5K $247K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-728
- 10.78%
$70.44 - $86.87 $51.3K - $63.2K
6.02K $523K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-5.39K
- 29.09%
$5.24 - $6.81 $28.3K - $36.7K
13.1K $89K
HTZWW
Hertz Global Hldgs Inc New
-10K
- 50.0%
$2.01 - $4.59 $20.1K - $45.9K
10K $36K
XLF
Financial Sector Spdr

ETFs
-557
- 6.77%
$43.92 - $52.37 $24.5K - $29.2K
7.67K $401K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-640
- 10.77%
$47.24 - $58.55 $30.2K - $37.5K
5.3K $310K
RWO
Spdr Dow Jones Global Real Est

ETFs
-472
- 1.18%
$38.85 - $45.0 $18.3K - $21.2K
39.6K $1.75M
TUA
Simpl Exch Traded Fds Sht Term
-16.9K
- 2.01%
N/A
820K $0
Listed Fds Tr
-82.8K
- 56.26%
N/A
64.3K $0
Innovator Etfs Trust
-460K
- 97.42%
N/A
12.2K $0
Innovator Etfs Trust
-13.6K
- 57.32%
N/A
10.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.03K
- 10.56%
N/A
34.1K $0
MCH
Matthews Asia Fds China Active
-401K
- 97.06%
N/A
12.1K $0
Ge Vernova Inc
-1.05K
- 27.98%
N/A
2.71K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.48K
- 8.55%
N/A
15.8K $0
BFB
Brown Forman Corp Cl B
-1.05K
- 8.92%
N/A
10.7K $0
GVAL
Cambria Global Value ETF
-136K
- 43.7%
N/A
175K $0
TRV
Travelers Companies, Inc.

Financial Services
-8
- 0.78%
$233.83 - $276.34 $1.87K - $2.21K
1.02K $273K
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.06%
$276.76 - $326.81 $277 - $327
1.56K $479K
QCOM
Qualcomm Inc

Technology
-35
- 2.16%
$124.66 - $159.48 $4.36K - $5.58K
1.58K $252K
NJUL
Innovator Growth 100 Power Buf

Technology
-3.12K
- 11.46%
$56.05 - $68.06 $175K - $212K
24.1K $1.64M
VTV
Vanguard Value ETF

ETFs
-1
- 0.05%
$153.67 - $176.74 $154 - $177
1.83K $323K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-130
- 0.76%
$7.69 - $11.46 $1K - $1.49K
17K $194K
BAC
Bank Of America Corp

Financial Services
-1.69K
- 9.83%
$34.39 - $47.46 $58.3K - $80.4K
15.5K $735K
Activity Summary
Buys All Purchases 178 New Holdings 53 Increased Positions 125 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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