Altfest L J & CO Inc Portfolio Holdings
Altfest L J & CO Inc
- $692 Million
- Q4 2024
Altfest L J & CO Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $692 Million distributed in 332 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Iv with a value of $34.3M, Vanguard with a value of $31.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $26.5M, Apple Inc. with a value of $26.3M, and Ishares Barclays 0 5 Year Tips with a value of $22.2M.
Examining the 13F form we can see an decrease of $59.2M in the current position value, from $751M to 692M.
Below you can find more details about Altfest L J & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$692 Million
ETFs: $458 Million
Technology: $73.5 Million
Healthcare: $32.3 Million
Consumer Cyclical: $26.2 Million
Financial Services: $24.4 Million
Communication Services: $20.6 Million
Real Estate: $15.2 Million
Industrials: $14.3 Million
Other: $25.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 332
- Current Value $692 Million
- Prior Value $751 Million
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 43 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks