Altfest L J & CO Inc Reduced Holdings in Q4 2025

Altfest L J & CO Inc

  • $747 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
-255K
- 61.1%
$31.48 - $33.92 $8.02M - $8.65M
162K $5.34M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-172K
- 94.86%
$38.24 - $42.94 $6.58M - $7.39M
9.34K $357K
GLD
Spdr Gold Trust

ETFs
-17.8K
- 65.09%
$354.79 - $403.15 $6.31M - $7.17M
9.55K $3.59M
GBIL
Goldman Sachs Access Treasury

ETFs
-46K
- 51.01%
$99.91 - $100.24 $4.6M - $4.61M
44.2K $4.42M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-8.86K
- 30.56%
$280.66 - $305.09 $2.49M - $2.7M
20.1K $5.68M
MELI
Mercadolibre Inc

Consumer Cyclical
-910
- 87.84%
$2024.98 - $2360.76 $1.84M - $2.15M
126 $258K
NYF
Ishares New York Muni Bond ETF

ETFs
-39.2K
- 47.23%
$53.26 - $53.83 $2.09M - $2.11M
43.8K $2.34M
VTI
Vanguard Total Stock Market Et

ETFs
-5K
- 56.92%
$321.8 - $337.95 $1.61M - $1.69M
3.79K $1.25M
UNH
Unitedhealth Group Inc

Healthcare
-4.49K
- 72.3%
$320.52 - $369.92 $1.44M - $1.66M
1.72K $551K
INTC
Intel Corp

Technology
-40.8K
- 70.63%
$34.71 - $41.53 $1.42M - $1.7M
17K $589K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-15.7K
- 2.45%
$49.98 - $50.22 $784K - $788K
624K $31.2M
AVGO
Broadcom Inc.

Technology
-3.71K
- 27.45%
$324.63 - $385.98 $1.2M - $1.43M
9.81K $3.36M
FNV
Franco Nevada Corp

Basic Materials
-4.21K
- 55.72%
$183.97 - $222.27 $775K - $936K
3.35K $659K
VZ
Verizon Communications Inc

Communication Services
-21.5K
- 48.14%
$38.4 - $43.83 $825K - $942K
23.1K $949K
PAAS
Pan American Silver Corp

Basic Materials
-24.6K
- 57.14%
$33.2 - $42.03 $816K - $1.03M
18.4K $709K
MSFT
Microsoft Corp

Technology
-1.06K
- 3.4%
$496.82 - $542.07 $527K - $575K
30.1K $15.3M
PFE
Pfizer Inc

Healthcare
-28.4K
- 46.18%
$24.23 - $27.37 $688K - $778K
33.1K $830K
TER
Teradyne, Inc

Technology
-6.15K
- 62.72%
$132.08 - $187.59 $812K - $1.15M
3.66K $621K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.56K
- 48.71%
$72.17 - $75.74 $690K - $724K
10.1K $754K
ORCL
Oracle Corp

Technology
-29
- 0.28%
$217.57 - $313.0 $6.31K - $9.08K
10.2K $2.25M
VHT
Vanguard Health Care ETF

ETFs
-2.93K
- 29.62%
$264.7 - $283.93 $777K - $833K
6.97K $1.97M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.18K
- 2.61%
$242.67 - $261.79 $1.26M - $1.36M
193K $48.4M
GILD
Gilead Sciences, Inc.

Healthcare
-4.94K
- 72.08%
$110.56 - $125.2 $547K - $619K
1.92K $237K
RKT
Rocket Companies, Inc.

Financial Services
-15.3K
- 19.0%
$15.61 - $19.59 $238K - $299K
65.1K $1.07M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-26.3K
- 10.87%
$21.52 - $23.21 $566K - $611K
216K $4.98M
ROAD
Construction Partners, Inc.

Industrials
-2.56K
- 33.72%
$106.12 - $126.64 $272K - $324K
5.04K $537K
JNJ
Johnson & Johnson

Healthcare
-3.33K
- 19.33%
$185.98 - $199.58 $620K - $665K
13.9K $2.78M
EVRG
Evergy, Inc.

Utilities
-3.84K
- 33.41%
$75.56 - $78.73 $290K - $302K
7.66K $585K
TBJL
Innovator 20+ Year Treasury Bo

ETFs
-12.8K
- 40.3%
$20.03 - $20.58 $256K - $263K
18.9K $379K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-8.93K
- 15.47%
$26.76 - $27.67 $239K - $247K
48.8K $1.31M
NJUL
Innovator Growth 100 Power Buf

Technology
-3.44K
- 15.14%
$70.4 - $72.25 $242K - $248K
19.3K $1.37M
CPNG
Coupang, Inc.

Consumer Cyclical
-4.54K
- 17.3%
$28.22 - $32.56 $128K - $148K
21.7K $612K
EMLP
First Tr Exchange Traded Iv

ETFs
-9.81K
- 1.69%
$37.38 - $38.54 $367K - $378K
572K $22M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.35K
- 36.23%
$88.13 - $92.69 $207K - $218K
4.14K $371K
CGNX
Cognex Corp

Technology
-2.21K
- 13.79%
$36.77 - $48.35 $81.2K - $107K
13.8K $507K
ABT
Abbott Laboratories

Healthcare
-1.24K
- 13.4%
$123.62 - $134.59 $153K - $166K
8K $1.04M
CCJ
Cameco Corp

Energy
-2.42K
- 22.07%
$82.77 - $106.91 $200K - $259K
8.55K $725K
LNT
Alliant Energy Corp

Utilities
-2.49K
- 19.86%
$66.31 - $68.97 $165K - $172K
10K $675K
VOX
Vanguard Communication Service

ETFs
-416
- 3.82%
$180.26 - $190.8 $75K - $79.4K
10.5K $1.89M
CPRT
Copart Inc

Consumer Cyclical
-1.91K
- 11.8%
$39.98 - $45.76 $76.3K - $87.3K
14.3K $585K
VGSH
Vanguard

ETFs
-2.32K
- 29.22%
$58.64 - $58.96 $136K - $137K
5.62K $329K
EWY
Ishares Inc Msci South Korea E

ETFs
-10.3K
- 17.3%
$80.72 - $100.78 $829K - $1.04M
49.1K $4.62M
VDE
Vanguard Energy ETF

ETFs
-1.21K
- 15.51%
$120.37 - $129.34 $146K - $157K
6.61K $854K
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.12K
- 11.11%
$56.44 - $58.38 $120K - $124K
16.9K $959K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.87K
- 17.95%
$29.23 - $29.39 $113K - $114K
17.7K $517K
CMCSA
Comcast Corp

Communication Services
-2.42K
- 24.92%
$26.98 - $31.09 $65.3K - $75.2K
7.29K $198K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.77K
- 2.09%
$25.2 - $26.46 $120K - $126K
224K $5.77M
ALC
Alcon Inc

Healthcare
-1.41K
- 32.81%
$72.05 - $79.44 $102K - $112K
2.9K $224K
VPU
Vanguard Utilities ETF

ETFs
-711
- 4.9%
$190.8 - $202.04 $136K - $144K
13.8K $2.66M
Activity Summary
Buys All Purchases 169 New Holdings 46 Increased Positions 123 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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