ALTFEST L J & CO INC has disclosed 319 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $797.00 Mil. The turnover rate is 33%.
In ALTFEST L J & CO INC's current portfolio as of 2025-03-31, the top 5 holdings are
Schwab U.S. Tips ETF (SCHP), First Trust North American Energy Infrastructure Fund (EMLP), Vanguard Short-Term Government Bond ETF (VGSH), US Treasury 10 Year Note ETF (UTEN), Apple Inc (AAPL), not including call and put options.
ALTFEST L J & CO INC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ALTFEST L J & CO INC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ALTFEST L J & CO INC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ALTFEST L J & CO INC.