Altfest L J & CO Inc Reduced Holdings in Q4 2024

Altfest L J & CO Inc

  • $692 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QLD
Proshares Ultra Qqq

ETFs
-170
- 6.47%
$97.85 - $120.25 $16.6K - $20.4K
2.46K $265K
VTI
Vanguard Total Stock Market Et

ETFs
-46
- 1.72%
$280.04 - $302.45 $12.9K - $13.9K
2.63K $761K
BX
Blackstone Inc.

Financial Services
-214
- 8.95%
$148.45 - $199.05 $31.8K - $42.6K
2.18K $375K
XLK
Technology Sector Spdr

ETFs
-2
- 0.13%
$220.26 - $241.44 $441 - $483
1.5K $349K
SQ
Block, Inc.

Technology
-2.2K
- 19.67%
$65.06 - $98.92 $143K - $218K
8.99K $764K
BK
Bank Of New York Mellon Corp

Financial Services
-191
- 3.27%
$70.82 - $81.87 $13.5K - $15.6K
5.65K $434K
AON
Aon PLC

Financial Services
-10
- 0.58%
$344.14 - $393.31 $3.44K - $3.93K
1.73K $619K
RH
Rh

Consumer Cyclical
-328
- 12.74%
$311.9 - $446.04 $102K - $146K
2.25K $884K
SPY
Spdr S&P 500 ETF Trust

ETFs
-41
- 1.04%
$567.81 - $607.81 $23.3K - $24.9K
3.91K $2.29M
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 1.26%
$873.59 - $994.69 $17.5K - $19.9K
1.57K $1.44M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-688
- 3.82%
$7.33 - $12.37 $5.04K - $8.51K
17.3K $184K
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.41%
$486.1 - $608.57 $972 - $1.22K
484 $277K
SPYG
Spdr Portfolio

ETFs
-341
- 2.37%
$81.74 - $91.38 $27.9K - $31.2K
14K $1.23M
C
Citigroup Inc

Financial Services
-41
- 0.66%
$61.31 - $72.5 $2.51K - $2.97K
6.19K $435K
ISRG
Intuitive Surgical Inc

Healthcare
-16
- 0.72%
$471.27 - $550.62 $7.54K - $8.81K
2.22K $1.16M
V
Visa Inc.

Financial Services
-328
- 8.14%
$273.87 - $320.91 $89.8K - $105K
3.7K $1.17M
BAC
Bank Of America Corp

Financial Services
-370
- 1.88%
$39.22 - $47.77 $14.5K - $17.7K
19.3K $849K
DESP
Despegar.Com, Corp.

Consumer Cyclical
-15.3K
- 27.82%
$12.33 - $19.46 $188K - $297K
39.6K $762K
MRCY
Mercury Systems Inc

Industrials
-17
- 0.1%
$32.35 - $43.91 $550 - $746
16.8K $706K
CRM
Salesforce, Inc.

Technology
-85
- 4.1%
$270.87 - $367.87 $23K - $31.3K
1.99K $664K
CSCO
Cisco Systems, Inc.

Technology
-353
- 1.52%
$52.45 - $60.02 $18.5K - $21.2K
22.9K $1.36M
WMT
Walmart Inc.

Consumer Defensive
-841
- 4.02%
$79.1 - $95.7 $66.5K - $80.5K
20.1K $1.81M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.16K
- 6.03%
$172.07 - $207.36 $200K - $241K
18.1K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
-114
- 0.55%
$205.18 - $250.29 $23.4K - $28.5K
20.7K $4.96M
KBE
Spdr S&P Bank ETF

ETFs
-1.91K
- 0.68%
$51.33 - $62.76 $98.2K - $120K
280K $15.5M
GOOG
Alphabet Inc.

Communication Services
-531
- 1.65%
$163.08 - $198.16 $86.6K - $105K
31.7K $6.03M
VOX
Vanguard Communication Service

ETFs
-4.51K
- 3.12%
$144.31 - $163.57 $651K - $738K
140K $21.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-191
- 0.46%
$481.22 - $538.17 $91.9K - $103K
41.4K $21.2M
APP
App Lovin Corp

Technology
-2.14K
- 25.34%
$130.67 - $401.5 $279K - $857K
6.29K $2.04M
EMLP
First Tr Exchange Traded Iv

ETFs
-13.2K
- 1.35%
$33.69 - $38.24 $445K - $505K
963K $34.3M
AAPL
Apple Inc.

Technology
-294
- 0.28%
$221.69 - $259.02 $65.2K - $76.2K
105K $26.3M
Activity Summary
Buys All Purchases 162 New Holdings 43 Increased Positions 119 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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