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
Innovator Etfs Trust
-186
- 0.78%
N/A
23.8K $0
Fidelity Wise Origin Bitcoin
-14.8K
- 18.7%
N/A
64.2K $0
PSEP
Innovator U.S. Equity Power Bu
-3.23K
- 5.85%
N/A
51.9K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-16.2K
- 29.82%
N/A
38.2K $0
Pimco ETF Tr
-3.38K
- 4.91%
N/A
65.4K $0
C
Citigroup Inc

Financial Services
-28
- 0.45%
$67.23 - $84.63 $1.88K - $2.37K
6.16K $437K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.06K
- 3.18%
$25.81 - $28.52 $27.2K - $30.1K
32.1K $886K
EFG
Msci Eafe Growth ETF

ETFs
-65
- 2.56%
$96.1 - $106.37 $6.25K - $6.91K
2.47K $247K
GII
Spdr S&P Global Infrasture ETF

ETFs
-97
- 2.84%
$58.92 - $62.25 $5.72K - $6.04K
3.31K $205K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-623
- 2.92%
$31.09 - $34.34 $19.4K - $21.4K
20.7K $686K
SPGI
S&P Global Inc.

Financial Services
-107
- 1.59%
$478.26 - $543.77 $51.2K - $58.2K
6.61K $3.36M
IEO
Ishares Tr

ETFs
-46
- 1.05%
$86.02 - $99.13 $3.96K - $4.56K
4.32K $408K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.26%
$286.85 - $318.64 $1.15K - $1.27K
1.56K $475K
TRV
Travelers Companies, Inc.

Financial Services
-12
- 1.15%
$232.43 - $265.13 $2.79K - $3.18K
1.03K $272K
SBUX
Starbucks Corp

Consumer Cyclical
-94
- 2.1%
$91.75 - $115.81 $8.62K - $10.9K
4.38K $429K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-116
- 1.14%
$58.01 - $64.46 $6.73K - $7.48K
10.1K $625K
MA
Mastercard Inc

Financial Services
-30
- 1.31%
$504.67 - $576.31 $15.1K - $17.3K
2.25K $1.23M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-979
- 1.62%
$25.54 - $27.64 $25K - $27.1K
59.3K $1.62M
AJG
Arthur J. Gallagher & Co.

Financial Services
-17
- 2.13%
$275.89 - $345.24 $4.69K - $5.87K
780 $269K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.13%
$890.62 - $1076.86 $1.78K - $2.15K
1.57K $1.48M
CVX
Chevron Corp

Energy
-43
- 1.82%
$146.71 - $167.97 $6.31K - $7.22K
2.32K $388K
CSCO
Cisco Systems, Inc.

Technology
-161
- 0.7%
$58.74 - $64.87 $9.46K - $10.4K
22.8K $1.4M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-301
- 6.09%
$111.19 - $129.47 $33.5K - $39K
4.64K $600K
AON
Aon PLC

Financial Services
-2
- 0.12%
$348.44 - $409.32 $697 - $819
1.72K $688K
ED
Consolidated Edison Inc

Utilities
-214
- 4.43%
$88.0 - $110.59 $18.8K - $23.7K
4.62K $510K
KLAC
Kla Corp

Technology
-8
- 0.44%
$636.62 - $777.63 $5.09K - $6.22K
1.82K $1.24M
EFV
Msci Eafe Value ETF

ETFs
-159
- 1.03%
$51.88 - $60.73 $8.25K - $9.66K
15.3K $902K
IEFA
Ishares Tr

ETFs
-6
- 0.03%
$69.57 - $78.65 $417 - $472
18K $1.36M
V
Visa Inc.

Financial Services
-77
- 2.08%
$306.92 - $362.71 $23.6K - $27.9K
3.62K $1.27M
MMM
3 M CO

Industrials
-10
- 0.17%
$129.7 - $155.12 $1.3K - $1.55K
5.95K $874K
GE
General Electric CO

Industrials
-7
- 0.21%
$168.59 - $212.13 $1.18K - $1.48K
3.33K $666K
PM
Philip Morris International Inc.

Consumer Defensive
-50
- 1.35%
$117.15 - $158.79 $5.86K - $7.94K
3.67K $581K
KO
Coca Cola CO

Consumer Defensive
-108
- 0.66%
$60.81 - $72.32 $6.57K - $7.81K
16.3K $1.17M
IBM
International Business Machines Corp

Technology
-238
- 2.84%
$217.4 - $264.74 $51.7K - $63K
8.16K $2.03M
ABBV
Abb Vie Inc.

Healthcare
-1.82K
- 10.02%
$169.2 - $216.66 $309K - $395K
16.4K $3.43M
XOM
Exxon Mobil Corp

Energy
-112
- 0.43%
$105.44 - $118.93 $11.8K - $13.3K
25.9K $3.08M
T
At&T Inc.

Communication Services
-3.48K
- 4.91%
$21.56 - $28.28 $75.1K - $98.5K
67.5K $1.91M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.09%
$725.72 - $929.72 $6.53K - $8.37K
9.57K $7.9M
EMLP
First Tr Exchange Traded Iv

ETFs
-7.22K
- 0.75%
$35.79 - $38.28 $259K - $277K
956K $35.8M
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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