CIK 712050
ALTFEST L J & CO INC
Institutional 13F holdings & portfolio
Holdings
330
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 330
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 193K | $1M+ | SH |
| UTEN | RBB FD INC | 1.0M | $1M+ | SH |
| STIP | ISHARES TR | 382K | $1M+ | SH |
| MINV | MATTHEWS ASIA FDS | 964K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 624K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 1.0M | $1M+ | SH |
| AAPL | APPLE INC | 96K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 346K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 572K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 853K | $1M+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 853K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 209K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 49K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 142K | $1M+ | SH |
| MBS | ANGEL OAK FUNDS TRUST | 1.7M | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 159K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 30K | $1M+ | SH |
| USAR | USA RARE EARTH INC | 1.2M | $1M+ | SH |
| LLY | ELI LILLY & CO | 13K | $1M+ | SH |
| AMZN | AMAZON COM INC | 56K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 247K | $1M+ | SH |
| LTPZ | PIMCO ETF TR | 212K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 166K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 159K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 44K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 94K | $1M+ | SH |
| OLP | ONE LIBERTY PPTYS INC | 357K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 84K | $1M+ | SH |
| GOOG | ALPHABET INC | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 19K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 20K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 224K | $1M+ | SH |
| ABBV | ABBVIE INC | 26K | $1M+ | SH |
| INDA | ISHARES TR | 105K | $1M+ | SH |
| GVAL | CAMBRIA ETF TR | 178K | $1M+ | SH |
| ASHR | DBX ETF TR | 162K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 120K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 33K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 9K | $1M+ | SH |
| MFEM | PIMCO EQUITY SER | 216K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 110K | $1M+ | SH |
| EWY | ISHARES INC | 49K | $1M+ | SH |
| EWZ | ISHARES INC | 148K | $1M+ | SH |
| RSPM | INVESCO EXCHANGE TRADED FD T | 130K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 44K | $1M+ | SH |
| META | META PLATFORMS INC | 7K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 54K | $1M+ | SH |
| TAN | INVESCO EXCH TRADED FD TR II | 83K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 148K | $1M+ | SH |