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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-326
- 2.82%
$37.51 - $45.52 $12.2K - $14.8K
11.2K $508K
CFG
Citizens Financial Group Inc

Financial Services
-706
- 4.5%
$34.27 - $44.75 $24.2K - $31.6K
15K $669K
SNPS
Synopsys Inc

Technology
-20
- 4.07%
$380.9 - $517.66 $7.62K - $10.4K
471 $241K
EQT
Eqt Corp

Energy
-588
- 4.18%
$46.11 - $60.44 $27.1K - $35.5K
13.5K $785K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.52K
- 4.73%
$24.38 - $30.18 $37.1K - $45.9K
30.6K $923K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-118
- 0.92%
$37.66 - $43.85 $4.44K - $5.17K
12.8K $559K
ACWI
Ishares Msci Acwi ETF

ETFs
-153
- 2.8%
$103.59 - $128.6 $15.8K - $19.7K
5.3K $681K
DOUG
Douglas Elliman Inc.

Real Estate
-90.8K
- 21.14%
$1.53 - $2.95 $139K - $268K
339K $785K
SHOP
Shopify Inc.

Technology
-149
- 4.26%
$76.89 - $115.35 $11.5K - $17.2K
3.35K $386K
SPY
Spdr S&P 500 ETF Trust

ETFs
-244
- 6.6%
$496.48 - $617.85 $121K - $151K
3.45K $2.13M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.25%
$908.13 - $1056.85 $3.63K - $4.23K
1.57K $1.55M
SPGI
S&P Global Inc.

Financial Services
-112
- 1.69%
$438.31 - $527.29 $49.1K - $59.1K
6.5K $3.43M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.66K
- 4.02%
$52.8 - $63.87 $87.8K - $106K
39.7K $2.53M
UBER
Uber Technologies, Inc

Technology
-1.49K
- 14.47%
$64.62 - $93.3 $96.3K - $139K
8.81K $822K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-702
- 2.53%
$22.27 - $29.21 $15.6K - $20.5K
27K $788K
DASH
Door Dash, Inc.

Communication Services
-316
- 10.41%
$163.16 - $246.51 $51.6K - $77.9K
2.72K $670K
WMT
Walmart Inc.

Consumer Defensive
-87
- 0.43%
$81.79 - $99.98 $7.12K - $8.7K
19.9K $1.95M
GE
General Electric CO

Industrials
-2
- 0.06%
$166.81 - $257.39 $334 - $515
3.33K $857K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-13.3K
- 5.51%
$19.1 - $23.83 $255K - $318K
229K $5.45M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-479
- 2.13%
$91.62 - $116.16 $43.9K - $55.6K
22.1K $2.56M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.6K
- 2.46%
$17.76 - $22.1 $64K - $79.6K
143K $3.16M
APP
App Lovin Corp

Technology
-37
- 1.13%
$219.37 - $417.89 $8.12K - $15.5K
3.23K $1.13M
IBM
International Business Machines Corp

Technology
-68
- 0.83%
$221.03 - $294.78 $15K - $20K
8.09K $2.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-65
- 1.05%
$416.06 - $551.64 $27K - $35.9K
6.11K $3.37M
JPM
Jpmorgan Chase & CO

Financial Services
-136
- 0.69%
$210.28 - $289.91 $28.6K - $39.4K
19.7K $5.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.97K
- 3.02%
$167.32 - $223.3 $329K - $439K
63.2K $13.9M
AXON
Axon Enterprise, Inc.

Industrials
-64
- 1.07%
$497.13 - $827.94 $31.8K - $53K
5.94K $4.91M
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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