Altfest L J & CO Inc Sells in Q4 2024

Altfest L J & CO Inc

  • $692 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-2.34K
- 21.77%
$111.93 - $119.39 $262K - $280K
8.42K $952K
UNH
Unitedhealth Group Inc

Healthcare
-47
- 1.58%
$485.52 - $625.25 $22.8K - $29.4K
2.93K $1.48M
CPNG
Coupang, Inc.

Consumer Cyclical
-8.74K
- 45.56%
$21.98 - $26.89 $192K - $235K
10.4K $229K
NEE
Nextera Energy Inc

Utilities
-935
- 7.02%
$69.77 - $85.43 $65.2K - $79.9K
12.4K $887K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-4.59K
- 8.81%
$60.19 - $64.39 $276K - $296K
47.5K $2.92M
J P Morgan Exchange Traded F
-555
- 11.9%
N/A
4.11K $0
LMT
Lockheed Martin Corp

Industrials
-15
- 0.66%
$479.66 - $614.62 $7.19K - $9.22K
2.27K $1.1M
PFE
Pfizer Inc

Healthcare
-4.56K
- 11.1%
$24.8 - $30.19 $113K - $138K
36.5K $968K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-16.6K
- 49.76%
$11.1 - $12.03 $184K - $199K
16.7K $188K
EXC
Exelon Corp

Utilities
-3.52K
- 19.32%
$36.22 - $40.97 $128K - $144K
14.7K $553K
TBJL
Innovator 20+ Year Treasury Bo

ETFs
-5.1K
- 9.83%
$19.57 - $21.07 $99.8K - $107K
46.8K $915K
PEP
Pepsico Inc

Consumer Defensive
-278
- 4.03%
$151.29 - $176.1 $42.1K - $49K
6.62K $1.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.56K
- 7.16%
$26.63 - $30.23 $68.2K - $77.4K
33.2K $884K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-94
- 1.39%
$156.32 - $178.25 $14.7K - $16.8K
6.65K $1.04M
EVRG
Evergy, Inc.

Utilities
-2.37K
- 20.17%
$59.06 - $65.0 $140K - $154K
9.39K $578K
COP
Conocophillips

Energy
-954
- 11.15%
$95.12 - $114.72 $90.7K - $109K
7.6K $753K
INTC
Intel Corp

Technology
-3.77K
- 18.91%
$19.07 - $26.23 $71.9K - $98.9K
16.2K $324K
SPGI
S&P Global Inc.

Financial Services
-33
- 0.49%
$480.36 - $529.17 $15.9K - $17.5K
6.72K $3.35M
ED
Consolidated Edison Inc

Utilities
-524
- 9.78%
$88.87 - $107.38 $46.6K - $56.3K
4.83K $431K
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.13%
$365.96 - $514.62 $366 - $515
776 $286K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.35K
- 5.59%
$107.41 - $115.71 $145K - $156K
22.8K $2.52M
VPN
Global X Fds Data Ctr Reits &

ETFs
-2.64K
- 6.89%
N/A
35.7K $568K
NVS
Novartis Ag

Healthcare
-429
- 11.67%
$96.78 - $117.18 $41.5K - $50.3K
3.25K $316K
VST
Vistra Corp.

Utilities
-1.69K
- 25.66%
$115.74 - $166.61 $196K - $282K
4.91K $676K
EBAY
Ebay Inc

Consumer Cyclical
-1.33K
- 24.01%
$57.51 - $67.17 $76.5K - $89.3K
4.21K $260K
ECPG
Encore Capital Group Inc

Financial Services
-2.22K
- 18.61%
$43.97 - $50.01 $97.7K - $111K
9.72K $464K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-953
- 1.4%
$20.56 - $21.8 $19.6K - $20.8K
67.4K $1.39M
META
Meta Platforms, Inc.

Communication Services
-440
- 4.58%
$554.08 - $632.68 $244K - $278K
9.17K $5.41M
NOW
Service Now, Inc.

Technology
-181
- 29.19%
$867.18 - $1148.42 $157K - $208K
439 $465K
GE
General Electric CO

Industrials
-74
- 2.17%
$159.95 - $194.23 $11.8K - $14.4K
3.34K $556K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 1.15%
$442.29 - $483.08 $31K - $33.8K
6K $2.72M
RTX
Raytheon Technologies Corp

Industrials
-96
- 0.85%
$114.45 - $127.21 $11K - $12.2K
11.2K $1.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-150
- 1.45%
$58.88 - $64.8 $8.83K - $9.72K
10.2K $600K
CSGP
Costar Group, Inc.

Real Estate
-455
- 5.37%
$69.7 - $81.97 $31.7K - $37.3K
8.02K $573K
TRU
Trans Union

Industrials
-42
- 0.83%
$92.71 - $108.67 $3.89K - $4.56K
5.01K $464K
QFIN
360 Digi Tech, Inc.

Financial Services
-7.08K
- 29.29%
$29.37 - $39.79 $208K - $282K
17.1K $655K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-359
- 5.05%
$86.65 - $94.9 $31.1K - $34.1K
6.75K $586K
IBB
Ishares Biotechnology ETF

ETFs
-2
- 0.08%
$131.21 - $148.85 $262 - $298
2.5K $330K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.14K
- 6.46%
$37.61 - $38.92 $42.9K - $44.4K
16.5K $636K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-202
- 3.96%
$44.04 - $49.49 $8.9K - $10K
4.9K $215K
PGR
Progressive Corp

Financial Services
-28
- 2.13%
$239.6 - $268.88 $6.71K - $7.53K
1.29K $307K
ACN
Accenture PLC

Technology
-67
- 9.71%
$343.9 - $376.86 $23K - $25.2K
623 $219K
VTV
Vanguard Value ETF

ETFs
-76
- 4.08%
$168.32 - $181.87 $12.8K - $13.8K
1.79K $302K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-747
- 6.34%
$4.96 - $6.57 $3.71K - $4.91K
11K $54K
IBN
Icici Bank LTD

Financial Services
-766
- 3.37%
$28.69 - $31.9 $22K - $24.4K
22K $656K
IEO
Ishares Tr

ETFs
-134
- 2.98%
$85.22 - $101.77 $11.4K - $13.6K
4.36K $390K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1
- 0.01%
$51.09 - $55.27 $51.1 - $55.3
11K $562K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-420
- 3.16%
$40.12 - $41.68 $16.9K - $17.5K
12.9K $530K
MET
Metlife Inc

Financial Services
-5
- 0.2%
$78.15 - $88.25 $391 - $441
2.54K $207K
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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