Altfest L J & CO Inc Incresed Positions in Q3 2024

Altfest L J & CO Inc

  • $751 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
268
+ 13.65%
$416.14 - $494.01 $112K - $132K
2.23K $1.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
270
+ 1.15%
$77.23 - $87.97 $20.9K - $23.8K
23.7K $2.05M
ASML
Asml Holding Nv

Technology
690
+ 36.72%
$749.82 - $1098.95 $517K - $758K
2.57K $2.14M
MMM
3 M CO

Industrials
47
+ 0.8%
$99.69 - $139.42 $4.69K - $6.55K
5.95K $814K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
1.12K
+ 4.38%
$39.55 - $45.17 $44.3K - $50.6K
26.7K $1.21M
CSGP
Costar Group, Inc.

Real Estate
2.39K
+ 39.39%
$71.59 - $79.61 $171K - $191K
8.47K $639K
DHR
Danaher Corp

Healthcare
235
+ 5.5%
$239.25 - $280.76 $56.2K - $66K
4.51K $1.25M
SPYG
Spdr Portfolio

ETFs
1.81K
+ 14.42%
$73.38 - $84.1 $133K - $152K
14.4K $1.19M
INDA
Ishares Msci India Index Fund

ETFs
643
+ 1.51%
$54.86 - $59.22 $35.3K - $38.1K
43.1K $2.52M
ILF
Ishares Latin America 40 ETF

ETFs
810
+ 0.7%
$23.4 - $26.7 $19K - $21.6K
117K $3.02M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
3.65K
+ 4.14%
$19.0 - $21.5 $69.3K - $78.4K
91.6K $1.95M
CSCO
Cisco Systems, Inc.

Technology
226
+ 0.98%
$44.74 - $53.22 $10.1K - $12K
23.3K $1.24M
DSI
Ishares Msci Kld 400 Social Et

ETFs
169
+ 0.7%
$97.81 - $108.79 $16.5K - $18.4K
24.2K $2.63M
MCD
Mcdonalds Corp

Consumer Cyclical
231
+ 17.57%
$245.82 - $304.51 $56.8K - $70.3K
1.55K $471K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
109
+ 5.37%
$523.84 - $572.02 $57.1K - $62.4K
2.14K $1.22M
TSLA
Tesla, Inc.

Consumer Cyclical
229
+ 20.86%
$191.76 - $263.26 $43.9K - $60.3K
1.33K $347K
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.61%
$517.38 - $573.86 $12.4K - $13.8K
3.96K $2.27M
AXP
American Express CO

Financial Services
3
+ 0.09%
$225.92 - $271.17 $678 - $814
3.22K $872K
ICLR
Icon PLC

Healthcare
579
+ 39.15%
$280.48 - $346.2 $162K - $200K
2.06K $591K
USB
Us Bancorp \De\

Financial Services
565
+ 3.62%
$39.04 - $47.23 $22.1K - $26.7K
16.2K $739K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
52
+ 1.57%
$72.18 - $107.33 $3.75K - $5.58K
3.37K $358K
SO
Southern CO

Utilities
639
+ 16.18%
$77.0 - $90.52 $49.2K - $57.8K
4.59K $414K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
1.37K
+ 2.05%
$20.51 - $21.98 $28.2K - $30.2K
68.3K $1.49M
XLV
Select Sector Spdr Fund Health

ETFs
335
+ 5.2%
$143.3 - $157.24 $48K - $52.7K
6.77K $1.04M
UBER
Uber Technologies, Inc

Technology
814
+ 4.97%
$58.48 - $77.47 $47.6K - $63.1K
17.2K $1.29M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.96K
+ 3.17%
N/A
63.8K $3.19M
XOM
Exxon Mobil Corp

Energy
230
+ 0.8%
$109.72 - $119.0 $25.2K - $27.4K
28.9K $3.39M
ADP
Automatic Data Processing Inc

Industrials
112
+ 7.75%
$233.44 - $279.45 $26.1K - $31.3K
1.56K $431K
ALC
Alcon Inc

Healthcare
24
+ 0.32%
$88.07 - $100.79 $2.11K - $2.42K
7.56K $756K
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 3.06%
$520.18 - $576.82 $27.6K - $30.6K
1.79K $1.03M
CFG
Citizens Financial Group Inc

Financial Services
20
+ 0.13%
$35.24 - $43.24 $705 - $865
15.7K $646K
PEP
Pepsico Inc

Consumer Defensive
276
+ 4.17%
$161.9 - $179.3 $44.7K - $49.5K
6.9K $1.17M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
171
+ 11.62%
$460.0 - $505.78 $78.7K - $86.5K
1.64K $764K
VZ
Verizon Communications Inc

Communication Services
51
+ 0.27%
$38.89 - $45.0 $1.98K - $2.3K
19.3K $866K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
66
+ 0.99%
$167.06 - $182.72 $11K - $12.1K
6.75K $1.2M
BX
Blackstone Inc.

Financial Services
4
+ 0.17%
$120.77 - $159.66 $483 - $639
2.39K $366K
VTI
Vanguard Total Stock Market Et

ETFs
112
+ 4.37%
$255.18 - $283.2 $28.6K - $31.7K
2.68K $757K
PG
Procter & Gamble CO

Consumer Defensive
195
+ 4.47%
$160.76 - $177.82 $31.3K - $34.7K
4.56K $789K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.05%
$59.54 - $72.17 $179 - $217
5.85K $420K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.03%
$97.96 - $124.99 $98 - $125
2.92K $364K
EFV
Msci Eafe Value ETF

ETFs
13
+ 0.09%
$51.72 - $57.96 $672 - $753
14.9K $855K
TFX
Teleflex Inc

Healthcare
61
+ 5.28%
$211.25 - $247.28 $12.9K - $15.1K
1.22K $301K
AMGN
Amgen Inc

Healthcare
2
+ 0.04%
$309.38 - $337.38 $619 - $675
5.34K $1.72M
CMCSA
Comcast Corp

Communication Services
188
+ 1.57%
$37.33 - $41.78 $7.02K - $7.85K
12.1K $507K
CAT
Caterpillar Inc

Industrials
3
+ 0.46%
$316.8 - $391.12 $950 - $1.17K
657 $257K
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.24%
$181.06 - $197.17 $1.09K - $1.18K
2.46K $484K
VTV
Vanguard Value ETF

ETFs
6
+ 0.32%
$159.75 - $174.57 $959 - $1.05K
1.87K $326K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7
+ 0.1%
$81.1 - $89.18 $568 - $624
7.11K $624K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.07%
$92.63 - $105.69 $463 - $528
7.45K $776K
Activity Summary
Buys All Purchases 181 New Holdings 61 Increased Positions 120 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Altfest L J & CO Inc Portfolio

Follow Altfest L J & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altfest L J & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Altfest L J & CO Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email