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 251–300 of 330
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| NJAN | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 71 | $100K–$500K | SH |
| EMXC | ISHARES INC | 5K | $100K–$500K | SH |
| TBJL | INNOVATOR ETFS TRUST | 19K | $100K–$500K | SH |
| VTC | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| IEO | ISHARES TR | 4K | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 9K | $100K–$500K | SH |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 13K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 494 | $100K–$500K | SH |
| XENE | XENON PHARMACEUTICALS INC | 8K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| CSX | CSX CORP | 10K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 592 | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| UJUL | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 5K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| ORKA | ORUKA THERAPEUTICS INC | 11K | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 5K | $100K–$500K | SH |
| KWEB | KRANESHARES TRUST | 9K | $100K–$500K | SH |
| TSLA | TESLA INC | 704 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| MORN | MORNINGSTAR INC | 1K | $100K–$500K | SH |
| VRDN | VIRIDIAN THERAPEUTICS INC | 10K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| EJAN | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| IMCV | ISHARES TR | 4K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| MCH | MATTHEWS ASIA FDS | 10K | $100K–$500K | SH |
| BF.B | BROWN FORMAN CORP | 11K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 594 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| INTU | INTUIT | 409 | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 767 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| AAP | ADVANCE AUTO PARTS INC | 7K | $100K–$500K | SH |
| EFIV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| XHB | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 878 | $100K–$500K | SH |