Altfest L J & CO Inc Purchases in Q4 2024

Altfest L J & CO Inc

  • $692 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
534K
New
$58.02 - $58.88 $31M - $31.4M
534K $31.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
287K
New
$55.1 - $61.74 $15.8M - $17.7M
287K $15.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
22.3K
+ 1045.02%
$563.99 - $620.12 $12.6M - $13.8M
24.5K $13.9M
VIS
Vanguard Industrial ETF

ETFs
32.4K
New
$254.39 - $279.7 $8.23M - $9.05M
32.4K $8.23M
FBT
First Trust Nyse Arca Biotechn

ETFs
30.2K
New
$161.65 - $178.69 $4.88M - $5.4M
30.2K $5.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
51.7K
+ 21.74%
$91.29 - $91.8 $4.72M - $4.75M
289K $26.5M
XLF
Financial Sector Spdr

ETFs
74.2K
+ 1124.92%
$44.89 - $51.34 $3.33M - $3.81M
80.8K $3.9M
XLU
Utilities Sector Spdr

ETFs
47.6K
+ 687.92%
$74.89 - $82.93 $3.56M - $3.94M
54.5K $4.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.3K
+ 1161.05%
$61.68 - $67.87 $3.1M - $3.41M
54.6K $3.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
139K
+ 1187.72%
$25.79 - $80.4 $3.59M - $11.2M
151K $3.93M
AMZN
Amazon Com Inc

Consumer Cyclical
850
+ 1.11%
$180.88 - $232.93 $154K - $198K
77.3K $17M
IAI
Ishares Tr Us Broker Dealers &

ETFs
17K
New
$127.59 - $153.41 $2.16M - $2.6M
17K $2.44M
IGV
Ishares Expanded Tech Software

ETFs
22.3K
New
$87.5 - $110.17 $1.95M - $2.46M
22.3K $2.23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.8K
+ 37.83%
$176.42 - $186.91 $2.07M - $2.2M
42.8K $7.62M
KIE
Spdr S&P Insurance ETF

ETFs
34.8K
New
$55.65 - $62.03 $1.93M - $2.16M
34.8K $1.96M
AVGO
Broadcom Inc.

Technology
5.4K
+ 93.59%
$159.67 - $250.0 $863K - $1.35M
11.2K $2.59M
GLD
Spdr Gold Trust

ETFs
6.63K
+ 49.77%
$236.59 - $257.5 $1.57M - $1.71M
19.9K $4.83M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
96.8K
+ 14.9%
$21.43 - $22.55 $2.07M - $2.18M
746K $16.1M
SOXX
Ishares Semiconductor ETF

ETFs
5.7K
+ 74.62%
$211.27 - $239.8 $1.2M - $1.37M
13.3K $2.87M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
18.7K
+ 52.92%
$57.38 - $61.11 $1.07M - $1.14M
53.9K $3.14M
T
At&T Inc.

Communication Services
37.9K
+ 114.52%
$21.22 - $23.88 $804K - $904K
70.9K $1.62M
TER
Teradyne, Inc

Technology
6.98K
New
$102.58 - $133.62 $716K - $933K
6.98K $879K
NFLX
Netflix Inc

Communication Services
513
+ 22.99%
$687.65 - $936.56 $353K - $480K
2.74K $2.45M
EQT
Eqt Corp

Energy
18.7K
New
$35.62 - $46.89 $665K - $875K
18.7K $860K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.54K
New
$501.29 - $612.85 $772K - $944K
1.54K $801K
BA
Boeing CO

Industrials
3.66K
+ 103.68%
$138.14 - $180.72 $506K - $661K
7.19K $1.27M
NVDA
Nvidia Corp

Technology
1.4K
+ 3.39%
$117.0 - $148.88 $164K - $209K
42.8K $5.75M
WPM
Wheaton Precious Metals Corp.

Basic Materials
12.6K
New
$56.08 - $68.53 $709K - $866K
12.6K $710K
CCJ
Cameco Corp

Energy
13.3K
New
$48.64 - $61.14 $645K - $811K
13.3K $681K
BMY
Bristol Myers Squibb CO

Healthcare
9.22K
+ 34.22%
$51.92 - $59.94 $479K - $553K
36.2K $2.05M
MDT
Medtronic PLC

Healthcare
9.02K
+ 99.0%
$79.61 - $92.24 $718K - $832K
18.1K $1.45M
TOST
Toast, Inc.

Technology
17K
New
$27.43 - $43.54 $467K - $741K
17K $620K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.27K
New
$115.08 - $119.55 $606K - $630K
5.27K $608K
MRVL
Marvell Technology, Inc.

Technology
5.5K
New
$70.31 - $124.78 $386K - $686K
5.5K $607K
FTI
Technip Fmc PLC

Energy
19.4K
+ 164.72%
$25.16 - $31.95 $489K - $621K
31.2K $904K
XLV
Select Sector Spdr Fund Health

ETFs
5.11K
+ 75.42%
$136.28 - $154.74 $696K - $790K
11.9K $1.63M
IDA
Idacorp Inc

Utilities
4.79K
New
$100.11 - $118.96 $480K - $570K
4.79K $523K
D
Dominion Energy, Inc

Utilities
9.35K
New
$52.63 - $60.92 $492K - $570K
9.35K $503K
JCI
Johnson Controls International PLC

Industrials
6.2K
+ 100.0%
$74.23 - $86.6 $460K - $537K
12.4K $978K
SO
Southern CO

Utilities
6.27K
+ 136.59%
$81.5 - $94.15 $511K - $590K
10.9K $893K
SMTC
Semtech Corp

Technology
7.41K
New
$40.58 - $69.1 $300K - $512K
7.41K $457K
ENB
Enbridge Inc

Energy
9.69K
+ 51.2%
$40.4 - $43.92 $392K - $426K
28.6K $1.21M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.37K
+ 4.94%
$238.25 - $261.28 $564K - $619K
50.3K $12.2M
TSLA
Tesla, Inc.

Consumer Cyclical
512
+ 38.58%
$213.65 - $479.86 $109K - $246K
1.84K $742K
PLTR
Palantir Technologies Inc.

Technology
19
+ 0.19%
$36.46 - $82.38 $693 - $1.57K
10K $759K
BE
Bloom Energy Corp

Industrials
16.8K
New
$9.04 - $27.45 $152K - $461K
16.8K $373K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
6.23K
New
$55.05 - $58.86 $343K - $366K
6.23K $351K
YPF
Ypf Sociedad Anonima

Energy
7.72K
New
$21.67 - $44.88 $167K - $346K
7.72K $328K
RNG
Ring Central, Inc.

Technology
8.97K
New
$29.83 - $41.82 $267K - $375K
8.97K $313K
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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