ALTFEST L J & CO INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew york, NY
- CIK0000712050
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
319 | $797.49 M | SCHP, EMLP, VGSH, UTEN | 13F-HR | May 9, 2025 | 000206336425000083 | ||
326 | $784.12 M | EMLP, VGSH, KRE, AAPL | 13F-HR | Feb 7, 2025 | 000071205025000003 | ||
332 | $752.00 K | EMLP, MINV, AAPL, STIP | 13F-HR | Nov 5, 2024 | 000071205024000011 | ||
313 | $732.00 K | TBJL, EMLP, MINV, NJUL | 13F-HR | Aug 7, 2024 | 000071205024000007 | ||
311 | $707.00 K | TBJL, EMLP, MINV, NJUL | 13F-HR | Apr 22, 2024 | 000071205024000005 | ||
302 | $690.00 K | TBJL, EMLP, NJUL, STIP | 13F-HR | Jan 18, 2024 | 000071205024000003 | ||
287 | $634.00 K | NJUL, TBJL, EMLP, MINV | 13F-HR | Oct 26, 2023 | 000071205023000011 | ||
287 | $666.00 K | PSEP, TBJL, STIP, EMLP | 13F-HR | Aug 9, 2023 | 000071205023000009 | ||
272 | $639.00 K | TBJL, STIP, PSEP, EMLP | 13F-HR | Apr 20, 2023 | 000071205023000007 | ||
256 | $604.00 K | STIP, TBJL, EMLP, MINV | 13F-HR | Feb 2, 2023 | 000071205023000005 | ||
258 | $533.35 M | STIP, KRE, NDQ, EMLP | 13F-HR | Nov 15, 2022 | 000071205022000007 | ||
255 | $556.63 M | STIP, KRE, EMLP, DTCR | 13F-HR | Aug 4, 2022 | 000165009222000009 | ||
254 | $560.65 M | STIP, EMLP, GLTR, DTCR | 13F-HR | May 2, 2022 | 000071205022000005 | ||
245 | $524.21 M | STIP, EMLP, KRE, VTIP | 13F-HR | Jan 24, 2022 | 000071205022000002 | ||
252 | $477.26 M | STIP, EMLP, SH, KBWB | 13F-HR | Oct 12, 2021 | 000071205021000008 | ||
266 | $463.89 M | STIP, EMLP, KBWB, DNOV | 13F-HR | Jul 28, 2021 | 000071205021000006 | ||
274 | $423.12 M | STIP, EMLP, DNOV, KBWB | 13F-HR | May 7, 2021 | 000071205021000004 | ||
265 | $408.10 M | STIP, EMLP, DNOV, KBWB | 13F-HR | Jan 21, 2021 | 000071205021000002 | ||
228 | $376.16 M | STIP, EMLP, DNOV, UOCT | 13F-HR | Oct 29, 2020 | 000071205020000011 | ||
216 | $347.46 M | KRE, STIP, EMLP, DNOV | 13F-HR | Jul 21, 2020 | 000071205020000007 | ||
199 | $319.31 M | UJUL, IEF, STIP, UOCT | 13F-HR | Apr 13, 2020 | 000071205020000005 | ||
192 | $396.87 M | STIP, BOCT, EJUL, TAIL | 13F-HR | Jan 6, 2020 | 000071205020000002 | ||
181 | $387.82 M | STIP, TAIL, BOCT, EMLP | 13F-HR | Oct 10, 2019 | 000071205019000013 | ||
183 | $375.78 M | STIP, TAIL, EMLP, FQAL | 13F-HR | Jul 15, 2019 | 000071205019000011 | ||
181 | $410.77 M | IEI, STIP, EMLP, FQAL | RESTATEMENT | Jun 10, 2019 | 000071205019000009 | ||
157 | $371.58 M | IEI, STIP, EMLP, FQAL | RESTATEMENT | May 24, 2019 | 000071205019000007 | ||
146 | $358.07 M | IEI, STIP, EMLP, FQAL | 13F-HR | Jan 15, 2019 | 000071205019000003 | ||
162 | $343.58 M | FQAL, STIP, IEI, SCHO | 13F-HR | Oct 10, 2018 | 000071205018000014 | ||
156 | $268.55 M | STIP, IEI, ROBO, MINT | 13F-HR | Aug 7, 2018 | 000071205018000012 | ||
154 | $231.81 M | STIP, ROBO, MINT, EWY | 13F-HR | May 10, 2018 | 000071205018000010 | ||
155 | $263.36 M | GDVTZ, STIP, MINT, EEMV | 13F-HR | Feb 12, 2018 | 000071205018000007 | ||
138 | $205.71 M | GDVTZ, MINT, PEP, OLP | 13F-HR | Oct 23, 2017 | 000071205017000009 | ||
141 | $165.65 M | XCAFX, MINT, PEP, OLP | 13F-HR | Jul 21, 2017 | 000071205017000007 | ||
137 | $251.77 M | GDVTZ, XCAFX, PEP, MINT | 13F-HR | May 3, 2017 | 000071205017000005 | ||
137 | $200.19 M | GDVTZ, XCAFX, XOM, OLP | 13F-HR | Jan 9, 2017 | 000071205017000003 | ||
122 | $150.13 M | XCAFX, MINT, XOM, PEP | 13F-HR | Nov 16, 2016 | 000071205016000024 | ||
120 | $143.54 M | XCAFX, XOM, MINT, PEP | 13F-HR | Nov 16, 2016 | 000071205016000022 | ||
87 | $97.15 M | GE, XOM, MSFT, PEP | 13F-HR | May 13, 2016 | 000071205016000018 | ||
95 | $102.17 M | GE, XOM, PEP, MSFT | 13F-HR | Feb 19, 2016 | 000071205016000016 | ||
125 | $101.26 M | XOM, GE, PEP, IBM | 13F-HR | Oct 14, 2015 | 000071205015000012 | ||
97 | $109.06 M | XOM, GE, IBM, PEP | 13F-HR | Jul 17, 2015 | 000071205015000010 | ||
100 | $107.43 M | XOM, IBM, GE, PEP | 13F-HR | Apr 20, 2015 | 000071205015000008 | ||
122 | $122.30 B | PEP, XOM, IBM, JNJ | RESTATEMENT | Feb 23, 2015 | 000071205015000006 | ||
67 | $101.74 M | PEP, XOM, OLP, IBM | 13F-HR | Nov 14, 2014 | 000071205014000011 | ||
66 | $101.52 M | XOM, PEP, OLP, IBM | 13F-HR | Aug 14, 2014 | 000071205014000010 | ||
105 | $107.68 M | XOM, PEP, OLP, IBM | 13F-HR | May 13, 2014 | 000071205014000009 | ||
107 | $117.48 M | OLP, XOM, PEP, IBM | 13F-HR | Feb 14, 2014 | 000071205014000006 |