Altfest L J & CO Inc New Holdings 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
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
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
42.5K
New
$57.27 - $71.33 $2.43M - $3.03M
42.5K $2.78M
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
KIE
Spdr S&P Insurance ETF

ETFs
34.8K
New
$55.65 - $62.03 $1.93M - $2.16M
34.8K $1.96M
TER
Teradyne, Inc

Technology
6.98K
New
$102.58 - $133.62 $716K - $933K
6.98K $879K
EQT
Eqt Corp

Energy
18.7K
New
$35.62 - $46.89 $665K - $875K
18.7K $860K
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
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
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
SMTC
Semtech Corp

Technology
7.41K
New
$40.58 - $69.1 $300K - $512K
7.41K $457K
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
FMC
Fmc Corp

Basic Materials
6.01K
New
$47.86 - $66.62 $287K - $400K
6.01K $292K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2.35K
New
$104.54 - $137.94 $246K - $324K
2.35K $285K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.54K
New
$80.13 - $83.77 $284K - $297K
3.54K $284K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.12K
New
$46.33 - $48.6 $283K - $297K
6.12K $284K
SHOP
Shopify Inc.

Technology
2.47K
New
$78.14 - $119.49 $193K - $295K
2.47K $262K
CNM
Core & Main, Inc.

Industrials
5.04K
New
$41.91 - $55.78 $211K - $281K
5.04K $256K
CC
Chemours CO

Basic Materials
15.1K
New
$16.82 - $21.94 $253K - $330K
15.1K $254K
XLE
Energy Sector Spdr

ETFs
2.92K
New
$83.32 - $97.27 $244K - $284K
2.92K $250K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.8K
New
$51.58 - $52.91 $247K - $254K
4.8K $248K
CASH
Meta Financial Group Inc

Financial Services
3.01K
New
$64.22 - $84.86 $194K - $256K
3.01K $221K
JEF
Jefferies Financial Group Inc.

Financial Services
2.81K
New
$61.95 - $81.75 $174K - $230K
2.81K $220K
IWF
Ishares Russell 1000 Gr ETF

ETFs
531
New
$370.24 - $418.94 $197K - $222K
531 $213K
GII
Spdr S&P Global Infrasture ETF

ETFs
3.41K
New
$57.64 - $63.28 $197K - $216K
3.41K $201K
XNCR
Xencor Inc

Healthcare
8.74K
New
$19.43 - $26.84 $170K - $235K
8.74K $200K
RCUS
Arcus Biosciences, Inc.

Healthcare
10.5K
New
$14.28 - $18.44 $150K - $194K
10.5K $156K
CARY
Angel Oak Fds Tr Income Etf(De
357K
New
N/A
357K $0
Bank Montreal Medium
383
New
N/A
383 $0
Janus Detroit Str Tr
194K
New
N/A
194K $0
Astera Labs Inc
6.02K
New
N/A
6.02K $0
Tko Group Holdings Inc
3.41K
New
N/A
3.41K $0
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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