AL

ALTFEST L J & CO INC

13F
ALTFEST L J & CO INC
Last update 2025-05-09 319 Stocks (50 new)
Value $797.00 Mil Turnover 33 %
Countries:
ALTFEST L J & CO INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHP
Schwab U.S. Tips ETF
1,433,926
38,558.3
+100.83%
4.830
+2.42%
0.300
-0.15%
+2.94%
12,882.9
 
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
955,526
35,822.7
-0.75%
4.490
-0.03%
1.110
+0.51%
+4.80%
3,261.7
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
550,207
32,291.6
+3.03%
4.050
+0.12%
0.150
+0.32%
+0.98%
23,223.7
 
UTEN
US Treasury 10 Year Note ETF
645,388
28,337.8
+41.32%
3.550
+1.04%
14.700
+0.71%
+2.61%
208.0
 
AAPL
Apple Inc
104,687
23,254.1
-0.27%
2.920
-0.01%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
MINV
Matthews Asia Innovators Active ETF
823,945
23,054.0
+1.21%
2.890
+0.03%
43.370
+8.08%
+13.80%
63.3
 
NJAN
Innovator Growth-100 Power Buffer ETF - January
Innovator Growth-100 Power Buffer ETF - January
472,624
21,916.5
New Holding
2.750
+2.75%
8.010
+7.60%
+5.41%
304.1
 
UDEC
Innovator U.S. Equity Ultra Buffer ETF - December
Innovator U.S. Equity Ultra Buffer ETF - December
622,655
21,357.1
New Holding
2.680
+2.68%
5.330
+4.95%
+3.42%
408.3
 
VPU
Vanguard Utilities ETF
120,754
20,626.0
+3.47%
2.590
+0.09%
0.310
+4.83%
+7.61%
6,743.6
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
394,632
19,692.1
New Holding
2.470
+2.47%
0.150
+1.05%
+3.74%
14,827.4
 

ALTFEST L J & CO INC's Historical Top Holdings Breakdowns

ALTFEST L J & CO INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NJAN
Innovator Growth-100 Power Buffer ETF - January
Innovator Growth-100 Power Buffer ETF - January
2025-03-31
New Buy
New Buy
+2.75%
46.12 ($48.09) 49.48
$50.69
5.41%
New holding
472,624
472,624
UDEC
Innovator U.S. Equity Ultra Buffer ETF - December
Innovator U.S. Equity Ultra Buffer ETF - December
2025-03-31
New Buy
New Buy
+2.68%
34.08 ($35.19) 35.99
$36.29
3.13%
New holding
622,655
622,655
VOX
Vanguard Communication Services ETF
2025-03-31
Reduce
Reduce
-2.48%
147.73 ($158.91) 169.24
$169.95
6.95%
Reduce -89.58%
14,600
-125,548
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
New Buy
New Buy
+2.47%
48.43 ($49.09) 49.9
$50.23
2.32%
New holding
394,632
394,632
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+2.42%
25.69 ($26.29) 26.89
$26.59
1.14%
Add 100.83%
1,433,926
719,909
STIP
iShares 0-5 Year TIPS Bond ETF
2025-03-31
Reduce
Reduce
-2.41%
100.59 ($101.89) 103.47
$102.81
0.90%
Reduce -85.12%
32,796
-187,648
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-2.30%
468.34 ($508.07) 539.52
$548.09
7.88%
Reduce -85.08%
6,172
-35,205
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2025-03-31
Reduce
Reduce
-2.26%
28.92 ($29.07) 29.24
$29.27
0.69%
Reduce -92.6%
48,783
-610,628
TBJL
Innovator 20+ Year Treasury Bond 9 Buffer ETF - July
Innovator 20+ Year Treasury Bond 9 Buffer ETF - July
2025-03-31
Add
Add
+2.06%
19.32 ($19.9) 20.46
$19.99
0.45%
Add 1737.18%
859,137
812,373
KBE
SPDR S&P Bank ETF
2025-03-31
Reduce
Reduce
-1.86%
51.28 ($56.04) 59.92
$55.74
-0.54%
Reduce -94.12%
16,478
-263,804

ALTFEST L J & CO INC Total Holding History ($B)

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ALTFEST L J & CO INC's Asset Allocation

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ALTFEST L J & CO INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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ALTFEST L J & CO INC's Hypothetical Growth since 2025-03-31

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