Fund HoldingsALTFEST L J & CO INC

Total Portfolio Value
$797.49M
Total Bought
$271.77M
Total Sold
$266.87M
Net Transaction
+$4.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INNOVATOR ETFS TRUST
GRWT100 PWR BF
0472,624+472,624021,9172.75%+21,917
INNOVATOR ETFS TRUST
US EQTY ULTRA B
0622,655+622,655021,3572.68%+21,357
SCHWAB STRATEGIC TR714,0171,433,926+719,90918,44338,5584.83%+20,115
VANGUARD MALVERN FDS0394,632+394,632019,6922.47%+19,692
INNOVATOR ETFS TRUST
INVATR 20 PLS 9
0859,137+859,137017,3802.18%+17,380
VANGUARD WORLD FD
HEALTH CAR ETF
055,295+55,295014,6381.84%+14,638
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
243,918836,796+592,8785,17618,3842.31%+13,208
INNOVATOR ETFS TRUST
US SML CP PWR B
0364,596+364,596010,1961.28%+10,196
SPDR GOLD TR(GLD)19,94352,086+32,1434,82915,0081.88%+10,179
RBB FD INC
US TREASR 10 YR
456,696645,388+188,69219,44728,3383.55%+8,891
CAMBRIA ETF TR0310,118+310,11807,6750.96%+7,675
ISHARES TR
CORE MSCI EURO
0115,075+115,07506,9220.87%+6,922
LISTED FD TR
ROUN MA SEVE ETF
0147,095+147,09506,7460.85%+6,746
ISHARES TR011,556+11,55606,4930.81%+6,493
FIDELITY COVINGTON TRUST078,851+78,85105,3870.68%+5,387
ISHARES TR
MSCI INDIA ETF
095,275+95,27504,9050.62%+4,905
VANECK ETF TRUST
GOLD MINERS ETF
0102,009+102,00904,6890.59%+4,689
SELECT SECTOR SPDR TR
ST STR UTIL ETF
54,469100,426+45,9574,1237,9190.99%+3,796
ISHARES SILVER TR(SLV)0126,352+126,35203,9160.49%+3,916
ISHARES INC0129,035+129,03503,3360.42%+3,336
ISHARES TR53,896104,788+50,8923,1456,3070.79%+3,162
FIRST TR EXCHANGE-TRADED FD0137,158+137,15802,8820.36%+2,882
ANGEL OAK FUNDS TRUST
MORTGAGE BACKED
573,291873,379+300,0884,8907,5810.95%+2,691
INVESCO EXCH TRADED FD TR II
SOLAR ETF
081,321+81,32102,4770.31%+2,477
ISHARES TR022,541+22,54102,3080.29%+2,308
DBX ETF TR148,702233,682+84,9803,9366,2090.78%+2,273
ISHARES TR
MSCI USA MMENTM
010,521+10,52102,1270.27%+2,127
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
09,285+9,28501,7920.22%+1,792
SCHWAB STRATEGIC TR0146,497+146,49702,8980.36%+2,898
SELECT SECTOR SPDR TR
ST STR STAPL ETF
021,197+21,19701,7310.22%+1,731
VANGUARD WORLD FD
UTILITIES ETF
116,704120,754+4,05019,07220,6262.59%+1,554
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
962,750955,526-7,22434,32235,8234.49%+1,501
ASML HOLDING N V
N Y REGISTRY SHS
02,737+2,73701,8140.23%+1,814
SPOTIFY TECHNOLOGY S A(SPOT)02,401+2,40101,3210.17%+1,321
MATTHEWS ASIA FDS397,921412,784+14,8638,77410,0501.26%+1,276
SPDR SER TR
ST STR BACKE ETF
746,474786,676+40,20216,08717,3462.18%+1,260
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
534,040550,207+16,16731,07032,2924.05%+1,221
NOVO-NORDISK A S(NVO)016,174+16,17401,1230.14%+1,123
VANGUARD INDEX FDS179,319188,746+9,42715,97417,0892.14%+1,115
SPDR SER TR
ST STR TIPS ETF
056,941+56,94101,5020.19%+1,502
PETROLEO BRASILEIRO SA PETRO(PBR)068,185+68,18509780.12%+978
WEYERHAEUSER CO MTN BE(WY)027,837+27,83708150.10%+815
CBRE GROUP INC(CBRE)06,125+6,12508010.10%+801
BERKSHIRE HATHAWAY INC DEL01+107980.10%+798
FERROVIAL SE
ORD SHS
017,428+17,42807830.10%+783
LOCKHEED MARTIN CORP(LMT)04,216+4,21601,8830.24%+1,883
GE VERNOVA INC(GEV)03,764+3,76401,1490.14%+1,149
INTEL CORP(INTC)047,381+47,38101,0760.13%+1,076
UBER TECHNOLOGIES INC(UBER)010,302+10,30207510.09%+751
MATTHEWS ASIA FDS814,120823,945+9,82522,30623,0542.89%+748
MICRON TECHNOLOGY INC(MU)08,021+8,02106970.09%+697
PTC INC(PTC)04,168+4,16806460.08%+646
ISHARES TR83,61495,621+12,0074,4505,0340.63%+585
AMGEN INC(AMGN)05,154+5,15401,6060.20%+1,606
ADVANCED MICRO DEVICES INC(AMD)05,588+5,58805740.07%+574
THE CIGNA GROUP(CI)01,744+1,74405740.07%+574
AMPHENOL CORP NEW08,577+8,57705630.07%+563
KROGER CO(KR)08,241+8,24105580.07%+558
SCHWAB STRATEGIC TR205,019241,853+36,8344,6545,2070.65%+553
WHEATON PRECIOUS METALS CORP(WPM)016,120+16,12001,2510.16%+1,251
AMERICAN TOWER CORP NEW(AMT)06,074+6,07401,3220.17%+1,322
TRIP COM GROUP LTD(TCOM)08,352+8,35205310.07%+531
VERTEX PHARMACEUTICALS INC(VRTX)01,646+1,64607980.10%+798
ELI LILLY & CO(LLY)9,5779,568-97,3947,9020.99%+508
FRANCO NEV CORP(FNV)03,211+3,21105060.06%+506
DRAFTKINGS INC NEW(DKNG)015,126+15,12605020.06%+502
AES CORP(AES)040,195+40,19504990.06%+499
ROCKET COS INC(RKT)040,861+40,86104930.06%+493
BERKSHIRE HATHAWAY INC DEL5,9976,007+102,7183,1990.40%+481
CARMAX INC(KMX)05,968+5,96804650.06%+465
ASTRAZENECA PLC(AZN)20,82124,347+3,5261,3641,7890.22%+425
HUNTINGTON INGALLS INDS INC(HII)02,008+2,00804100.05%+410
JOHNSON & JOHNSON(JNJ)13,19213,838+6461,9082,2950.29%+387
FULL TRUCK ALLIANCE CO LTD(YMM)028,905+28,90503690.05%+369
RTX CORPORATION(RTX)11,24012,493+1,2531,3011,6550.21%+354
CELSIUS HLDGS INC(CELH)09,304+9,30403310.04%+331
ANTERO RESOURCES CORP(AR)08,140+8,14003290.04%+329
ASCENDIS PHARMA A/S(ASND)02,111+2,11103290.04%+329
GRAB HOLDINGS LIMITED
CLASS A ORD
069,793+69,79303160.04%+316
NUTRIEN LTD(NTR)06,279+6,27903120.04%+312
VANGUARD TAX-MANAGED FDS06,029+6,02903060.04%+306
ANGEL OAK FUNDS TRUST
INCOME ETF
356,614368,152+11,5387,3437,6430.96%+300
COUPANG INC(CPNG)024,113+24,11305290.07%+529
AT&T INC(T)70,94967,467-3,4821,6161,9080.24%+292
ALNYLAM PHARMACEUTICALS INC(ALNY)01,050+1,05002840.04%+284
EXXON MOBIL CORP26,00825,896-1122,7983,0800.39%+282
BRISTOL-MYERS SQUIBB CO(BMY)36,16837,913+1,7452,0462,3120.29%+267
ISHARES TR012,818+12,81801,2680.16%+1,268
SYNAPTICS INC(SYNA)04,149+4,14902640.03%+264
CMS ENERGY CORP(CMS)011,014+11,01408270.10%+827
SCHWAB STRATEGIC TR027,077+27,07706590.08%+659
AMERICAN ELEC PWR CO INC09,503+9,50301,0380.13%+1,038
DTE ENERGY CO(DTB)05,994+5,99408290.10%+829
ADVANCE AUTO PARTS INC(AAP)06,358+6,35802490.03%+249
TKO GROUP HOLDINGS INC(TKO)04,753+4,75307260.09%+726
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
06,324+6,32405170.06%+517
BAXTER INTL INC06,484+6,48402220.03%+222
BP PLC(BP)06,461+6,46102180.03%+218
ABBOTT LABS08,807+8,80701,1680.15%+1,168
CHENIERE ENERGY INC(LNG)0919+91902130.03%+213
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