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
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
-2.04K
- 27.38%
$26.85 - $45.91 $54.8K - $93.7K
5.41K $225K
AEP
American Electric Power CO Inc

Utilities
-93
- 3.42%
$103.26 - $115.0 $9.6K - $10.7K
2.63K $295K
IEO
Ishares Tr

ETFs
-43
- 0.99%
$86.38 - $95.74 $3.71K - $4.12K
4.28K $396K
MMM
3 M CO

Industrials
-10
- 0.17%
$144.41 - $160.2 $1.44K - $1.6K
5.95K $922K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9
- 1.67%
$420.11 - $472.68 $3.78K - $4.25K
531 $248K
NVS
Novartis Ag

Healthcare
-63
- 1.65%
$113.5 - $129.73 $7.15K - $8.17K
3.76K $481K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1
- 0.01%
$40.45 - $42.49 $40.5 - $42.5
14K $592K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.23K
- 4.56%
$28.92 - $32.19 $35.6K - $39.6K
25.8K $822K
AXP
American Express CO

Financial Services
-33
- 0.96%
$294.27 - $342.31 $9.71K - $11.3K
3.4K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
-10
- 2.05%
$696.56 - $806.32 $6.97K - $8.06K
478 $380K
IBB
Ishares Biotechnology ETF

ETFs
-32
- 1.38%
$127.63 - $144.37 $4.08K - $4.62K
2.29K $331K
VGT
Vanguard Information Technolog

ETFs
-5
- 1.0%
$656.44 - $753.15 $3.28K - $3.77K
494 $368K
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 1.58%
$357.4 - $423.42 $6.79K - $8.04K
1.19K $480K
FNDF
Schwab Fundamental Intl Large

ETFs
-557
- 2.66%
$39.84 - $43.15 $22.2K - $24K
20.4K $875K
CMS
Cms Energy Corp

Utilities
-93
- 0.82%
$69.37 - $74.67 $6.45K - $6.94K
11.3K $829K
FQAL
Fidelity Covington Tr Quality

ETFs
-33
- 0.39%
$69.69 - $74.72 $2.3K - $2.47K
8.47K $632K
BX
Blackstone Inc.

Financial Services
-13
- 0.6%
$152.77 - $188.68 $1.99K - $2.45K
2.17K $370K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-86
- 0.51%
$42.28 - $45.71 $3.64K - $3.93K
16.8K $763K
DTE
Dte Energy CO

Utilities
-45
- 0.74%
$130.26 - $141.49 $5.86K - $6.37K
6.04K $854K
ASND
Ascendis Pharma A/S

Healthcare
-4
- 0.18%
$163.32 - $205.91 $653 - $824
2.17K $431K
CPNG
Coupang, Inc.

Consumer Cyclical
-36
- 0.14%
$27.67 - $33.53 $996 - $1.21K
26.2K $844K
NGD
New Gold Inc.

Basic Materials
-650
- 2.24%
$4.13 - $7.18 $2.68K - $4.67K
28.4K $203K
MDT
Medtronic PLC

Healthcare
-167
- 1.79%
$87.67 - $95.74 $14.6K - $16K
9.17K $873K
RWO
Spdr Dow Jones Global Real Est

ETFs
-71
- 0.18%
$43.53 - $46.27 $3.09K - $3.29K
39.5K $1.81M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-22
- 1.1%
$362.31 - $405.74 $7.97K - $8.93K
1.99K $798K
LNT
Alliant Energy Corp

Utilities
-227
- 1.78%
$60.76 - $67.41 $13.8K - $15.3K
12.5K $844K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-678
- 2.21%
$30.13 - $33.37 $20.4K - $22.6K
29.9K $999K
EVRG
Evergy, Inc.

Utilities
-76
- 0.66%
$67.73 - $76.02 $5.15K - $5.78K
11.5K $874K
RTX
Raytheon Technologies Corp

Industrials
-214
- 4.09%
$144.19 - $167.33 $30.9K - $35.8K
5.02K $839K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-42
- 1.33%
$138.31 - $165.45 $5.81K - $6.95K
3.12K $515K
BK
Bank Of New York Mellon Corp

Financial Services
-139
- 2.4%
$90.65 - $109.75 $12.6K - $15.3K
5.66K $616K
C
Citigroup Inc

Financial Services
-57
- 0.92%
$85.57 - $103.49 $4.88K - $5.9K
6.17K $626K
AZN
Astrazeneca PLC

Healthcare
-224
- 1.33%
$68.72 - $82.11 $15.4K - $18.4K
16.6K $1.28M
SHOP
Shopify Inc.

Technology
-81
- 2.42%
$112.11 - $157.12 $9.08K - $12.7K
3.27K $485K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-317
- 5.19%
$546.99 - $602.2 $173K - $191K
5.79K $3.48M
XOM
Exxon Mobil Corp

Energy
-74
- 0.29%
$105.83 - $117.22 $7.83K - $8.67K
25.6K $2.89M
MRCY
Mercury Systems Inc

Industrials
-1.71K
- 13.35%
$50.09 - $77.4 $85.4K - $132K
11.1K $856K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-36
- 0.03%
$21.69 - $23.34 $781 - $840
143K $3.33M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-141
- 0.64%
$115.96 - $125.95 $16.4K - $17.8K
21.9K $2.76M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-269
- 2.92%
$50.79 - $76.4 $13.7K - $20.6K
8.94K $682K
JPM
Jpmorgan Chase & CO

Financial Services
-349
- 1.77%
$282.78 - $316.06 $98.7K - $110K
19.3K $6.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-140
- 0.06%
$23.82 - $25.84 $3.33K - $3.62K
228K $5.87M
GOOGL
Alphabet Inc.

Communication Services
-247
- 3.02%
$174.36 - $254.72 $43.1K - $62.9K
7.92K $1.93M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 0.52%
$225.11 - $247.9 $232K - $255K
198K $49M
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
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