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 101–150 of 330
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 48K | $1M+ | SH |
| NFRA | FLEXSHARES TR | 23K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| LUV | SOUTHWEST AIRLS CO | 34K | $1M+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 70K | $1M+ | SH |
| NJUL | INNOVATOR ETFS TRUST | 19K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 15K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| AGG | ISHARES TR | 13K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 49K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 7K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| BRT | BRT APARTMENTS CORP | 86K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| RKT | ROCKET COS INC | 65K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 5K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 4K | $1M+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 6K | $1M+ | SH |
| TBIL | RBB FD INC | 23K | $1M+ | SH |
| LAZ | LAZARD INC | 23K | $1M+ | SH |
| CE | CELANESE CORP DEL | 27K | $1M+ | SH |
| QUAL | ISHARES TR | 6K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 7K | $1M+ | SH |
| GE | GE AEROSPACE | 3K | $1M+ | SH |
| TPC | TUTOR PERINI CORP | 15K | $1M+ | SH |
| PEP | PEPSICO INC | 7K | $1M+ | SH |
| KLAC | KLA CORP | 827 | $1M+ | SH |
| ABT | ABBOTT LABS | 8K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 19K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 10K | $500K+ | SH |
| PAAS | PAN AMERN SILVER CORP | 18K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 19K | $500K+ | SH |
| FER | FERROVIAL SE | 15K | $500K+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 17K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 23K | $500K+ | SH |
| MMM | 3M CO | 6K | $500K+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 10K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| HXL | HEXCEL CORP NEW | 12K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| SLG | SL GREEN RLTY CORP | 20K | $500K+ | SH |
| HDB | HDFC BANK LTD | 25K | $500K+ | SH |
| KR | KROGER CO | 14K | $500K+ | SH |
| ERTH | INVESCO EXCHANGE TRADED FD T | 19K | $500K+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |