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 51–100 of 330
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC | 6K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 7K | $1M+ | SH |
| AVGO | BROADCOM INC | 10K | $1M+ | SH |
| OIH | VANECK ETF TRUST | 11K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 26K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 13K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 41K | $1M+ | SH |
| MRK | MERCK & CO INC | 28K | $1M+ | SH |
| BA | BOEING CO | 14K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 18K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 14K | $1M+ | SH |
| DSI | ISHARES TR | 21K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 25K | $1M+ | SH |
| GEV | GE VERNOVA INC | 4K | $1M+ | SH |
| ZSL | PROSHARES TR II | 483K | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 54K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 14K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| NYF | ISHARES TR | 44K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 52K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| WMT | WALMART INC | 20K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 24K | $1M+ | SH |
| MINT | PIMCO ETF TR | 20K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 35K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 10K | $1M+ | SH |
| KO | COCA COLA CO | 29K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| ORCL | ORACLE CORP | 10K | $1M+ | SH |
| JEF | JEFFERIES FINL GROUP INC | 31K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 68K | $1M+ | SH |
| CSCO | CISCO SYS INC | 23K | $1M+ | SH |
| DIS | DISNEY WALT CO | 16K | $1M+ | SH |
| RWO | SPDR INDEX SHS FDS | 39K | $1M+ | SH |
| SPIP | SPDR SERIES TRUST | 68K | $1M+ | SH |
| T | AT&T INC | 68K | $1M+ | SH |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 24K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 17K | $1M+ | SH |
| AON | AON PLC | 5K | $1M+ | SH |
| BBH | VANECK ETF TRUST | 9K | $1M+ | SH |
| CB | CHUBB LIMITED | 5K | $1M+ | SH |
| DEED | FIRST TR EXCHNG TRADED FD VI | 71K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 28K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 4K | $1M+ | SH |
| IEFA | ISHARES TR | 16K | $1M+ | SH |