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
CB
Chubb LTD

Financial Services
-878
- 51.5%
$257.71 - $301.99 $226K - $265K
827 $249K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-303
- 1.33%
$101.98 - $115.66 $30.9K - $35K
22.5K $2.31M
QFIN
360 Digi Tech, Inc.

Financial Services
-6.92K
- 40.5%
$36.09 - $48.12 $250K - $333K
10.2K $456K
DIS
Walt Disney CO

Communication Services
-28
- 0.18%
$96.87 - $114.0 $2.71K - $3.19K
15.5K $1.53M
NJUL
Innovator Growth 100 Power Buf

Technology
-1.88K
- 6.47%
$59.98 - $64.86 $113K - $122K
27.2K $1.63M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.47K
- 28.91%
$40.03 - $46.81 $139K - $162K
8.52K $347K
GWRE
Guidewire Software, Inc.

Technology
-1.34K
- 29.78%
$166.74 - $218.22 $223K - $291K
3.15K $589K
NOW
Service Now, Inc.

Technology
-59
- 13.44%
$783.83 - $1170.39 $46.2K - $69.1K
380 $302K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.93K
- 6.51%
$24.91 - $29.02 $48.1K - $56K
27.7K $693K
BAC
Bank Of America Corp

Financial Services
-2.1K
- 10.87%
$39.61 - $47.74 $83.2K - $100K
17.2K $719K
CMCSA
Comcast Corp

Communication Services
-2.69K
- 21.73%
$33.19 - $38.23 $89.3K - $103K
9.7K $357K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.01K
- 18.43%
$47.79 - $59.89 $48.3K - $60.5K
4.48K $224K
ADBE
Adobe Inc.

Technology
-124
- 13.14%
$377.84 - $464.11 $46.9K - $57.5K
820 $314K
JPM
Jpmorgan Chase & CO

Financial Services
-878
- 4.25%
$225.19 - $279.95 $198K - $246K
19.8K $4.86M
USB
Us Bancorp \De\

Financial Services
-81
- 0.49%
$40.92 - $50.9 $3.31K - $4.12K
16.3K $688K
SE
Sea LTD

Consumer Cyclical
-1.74K
- 31.68%
$104.87 - $146.31 $182K - $254K
3.74K $488K
VTI
Vanguard Total Stock Market Et

ETFs
-193
- 7.34%
$271.18 - $303.12 $52.3K - $58.5K
2.44K $669K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-101
- 7.73%
$507.05 - $563.67 $51.2K - $56.9K
1.21K $619K
BA
Boeing CO

Industrials
-200
- 2.78%
$148.15 - $186.25 $29.6K - $37.3K
6.99K $1.19M
BX
Blackstone Inc.

Financial Services
-7
- 0.32%
$136.53 - $186.74 $956 - $1.31K
2.17K $303K
QLD
Proshares Ultra Qqq

ETFs
-165
- 6.72%
$88.88 - $119.12 $14.7K - $19.7K
2.29K $203K
VPN
Global X Fds Data Ctr Reits &

ETFs
-3.43K
- 9.6%
N/A
32.3K $513K
XLK
Technology Sector Spdr

ETFs
-76
- 5.06%
$206.38 - $242.18 $15.7K - $18.4K
1.43K $294K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-3K
- 4.04%
$18.41 - $19.64 $55.3K - $59K
71.3K $1.36M
WMT
Walmart Inc.

Consumer Defensive
-32
- 0.16%
$84.5 - $105.05 $2.7K - $3.36K
20K $1.76M
HD
Home Depot, Inc.

Consumer Cyclical
-56
- 4.0%
$347.25 - $424.87 $19.4K - $23.8K
1.34K $492K
CFG
Citizens Financial Group Inc

Financial Services
-181
- 1.14%
$39.73 - $48.36 $7.19K - $8.75K
15.7K $642K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.03K
- 6.23%
$37.4 - $39.42 $38.5K - $40.6K
15.5K $585K
VGT
Vanguard Information Technolog

ETFs
-10
- 1.99%
$542.38 - $646.34 $5.42K - $6.46K
493 $267K
CSX
Csx Corp

Industrials
-383
- 3.81%
$29.11 - $33.67 $11.1K - $12.9K
9.68K $284K
CL
Colgate Palmolive CO

Consumer Defensive
-476
- 14.03%
$85.68 - $97.5 $40.8K - $46.4K
2.92K $273K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-284
- 4.56%
$52.53 - $58.51 $14.9K - $16.6K
5.94K $317K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-402
- 1.32%
$100.32 - $100.76 $40.3K - $40.5K
30K $3.02M
QCOM
Qualcomm Inc

Technology
-203
- 11.14%
$151.94 - $175.86 $30.8K - $35.7K
1.62K $248K
PEP
Pepsico Inc

Consumer Defensive
-94
- 1.42%
$142.64 - $156.42 $13.4K - $14.7K
6.52K $978K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-220
- 4.77%
$126.11 - $135.06 $27.7K - $29.7K
4.39K $566K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-2.51K
- 3.73%
$20.37 - $21.34 $51.2K - $53.6K
64.8K $1.37M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 1.03%
$524.81 - $672.19 $2.62K - $3.36K
479 $261K
CPRT
Copart Inc

Consumer Cyclical
-18
- 0.1%
$52.3 - $59.83 $941 - $1.08K
17.1K $970K
CTRA
Coterra Energy Inc.

Energy
-3.24K
- 13.6%
$25.51 - $29.83 $82.7K - $96.7K
20.6K $594K
PG
Procter & Gamble CO

Consumer Defensive
-146
- 3.16%
$158.56 - $176.26 $23.1K - $25.7K
4.47K $761K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-579
- 3.66%
$44.68 - $46.49 $25.9K - $26.9K
15.2K $704K
IBB
Ishares Biotechnology ETF

ETFs
-13
- 0.52%
$127.9 - $140.56 $1.66K - $1.83K
2.49K $318K
VTC
Vanguard Scottsdale Fds Total

ETFs
-197
- 4.15%
$74.74 - $77.39 $14.7K - $15.2K
4.55K $349K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-253
- 4.14%
$45.92 - $47.58 $11.6K - $12K
5.87K $278K
IVE
Ishares S&P 500 Value ETF

ETFs
-20
- 0.81%
$185.78 - $198.58 $3.72K - $3.97K
2.44K $465K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-206
- 1.19%
$9.47 - $11.46 $1.95K - $2.36K
17.1K $183K
Janus Detroit Str Tr
-184K
- 95.17%
N/A
9.36K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.3K
- 6.98%
N/A
17.3K $0
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
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