What is ALTFEST L J & CO INC's portfolio value?

As of Q4 2025, ALTFEST L J & CO INC manages $866K across 330 reported positions in their SEC 13F filing.

What are ALTFEST L J & CO INC's top holdings?

ALTFEST L J & CO INC's largest 13F positions include QQQM, UTEN, STIP, representing approximately 15.3% of the reported portfolio.

How many stocks does ALTFEST L J & CO INC hold?

ALTFEST L J & CO INC holds 330 reported positions as of their Q4 2025 13F filing.

When did ALTFEST L J & CO INC last file a 13F?

The most recent 13F filing from ALTFEST L J & CO INC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

ALTFEST L J & CO INC

CIK: 0000712050SEC EDGAR →

Portfolio Value

$866K

Holdings

330

As of

Q4 2025

New Positions

330

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	QQQM INVESCO EXCH TRADED FD TR II	193,159	$49K	5.64%
2	UTEN RBB FD INC	1,002,268	$44K	5.10%
3	STIP ISHARES TR	381,591	$39K	4.51%
4	MINV MATTHEWS ASIA FDS	964,057	$34K	3.93%
5	VTIP VANGUARD MALVERN FDS	624,486	$31K	3.57%
6	SCHP SCHWAB STRATEGIC TR	1,037,771	$27K	3.17%
7	AAPL APPLE INC	95,645	$26K	3.00%
8	FHLC FIDELITY COVINGTON TRUST	345,718	$26K	2.96%
9	EMLP FIRST TR EXCHANGE-TRADED FD	572,085	$22K	2.50%
10	SPMB SPDR SERIES TRUST	852,979	$19K	2.21%

Quarterly Changes

Top Buys

QQQMNEW

$49K

UTENNEW

$44K

STIPNEW

$39K

MINVNEW

$34K

VTIPNEW

$31K

Top Sells

No sells this quarter

New Positions (330)

$49K · 193K shares

$44K · 1.0M shares

$39K · 382K shares

$34K · 964K shares

$31K · 624K shares

$27K · 1.0M shares

$26K · 96K shares

$26K · 346K shares

$22K · 572K shares

$19K · 853K shares

$19K · 853K shares

$18K · 209K shares

$18K · 49K shares

$17K · 142K shares

$15K · 1.7M shares

$15K · 159K shares

$15K · 30K shares

$14K · 1.2M shares

$13K · 56K shares

$12K · 247K shares

$11K · 212K shares

$11K · 166K shares

$10K · 159K shares

$8K · 44K shares

$7K · 94K shares

$7K · 357K shares

$7K · 84K shares

$7K · 22K shares

$6K · 19K shares

$6K · 20K shares

$6K · 224K shares

$6K · 26K shares

$6K · 105K shares

$6K · 178K shares

$5K · 162K shares

$5K · 120K shares

$5K · 33K shares

$5K · 216K shares

$5K · 110K shares

$5K · 49K shares

$5K · 148K shares

$4K · 130K shares

$4K · 44K shares

$4K · 54K shares

$4K · 83K shares

$4K · 10K shares

$4K · 148K shares

$3K · 10K shares

$3K · 11K shares

$3K · 26K shares

$3K · 13K shares

$3K · 41K shares

$3K · 28K shares

$3K · 14K shares

$3K · 18K shares

$3K · 14K shares

$3K · 21K shares

$3K · 25K shares

$3K · 483K shares

$3K · 54K shares

$3K · 14K shares

$3K · 9K shares

$2K · 8K shares

$2K · 44K shares

$2K · 8K shares

$2K · 52K shares

$2K · 20K shares

$2K · 24K shares

$2K · 35K shares

$2K · 20K shares

$2K · 10K shares

$2K · 29K shares

$2K · 7K shares

$2K · 10K shares

$2K · 31K shares

$2K · 68K shares

$2K · 23K shares

$2K · 16K shares

$2K · 39K shares

$2K · 68K shares

$2K · 24K shares

$2K · 17K shares

$2K · 5K shares

$2K · 9K shares

$2K · 5K shares

$2K · 71K shares

$2K · 28K shares

$1K · 4K shares

$1K · 16K shares

$1K · 48K shares

$1K · 23K shares

$1K · 34K shares

$1K · 70K shares

$1K · 19K shares

$1K · 15K shares

$1K · 45K shares

$1K · 3K shares

$1K · 13K shares

$1K · 49K shares

$1K · 7K shares

$1K · 86K shares

$1K · 4K shares

$1K · 4K shares

$1K · 65K shares

$1K · 5K shares

$1K · 4K shares

$1K · 3K shares

$1K · 4K shares

$1K · 6K shares

$1K · 23K shares

$1K · 23K shares

$1K · 27K shares

QUAL

$1K · 6K shares

ALB

$1K · 7K shares

$1K · 3K shares

$1K · 15K shares

$1K · 7K shares

$1K · 8K shares

$985 · 19K shares

$959 · 10K shares

$955 · 18K shares

$949 · 19K shares

$949 · 15K shares

$945 · 17K shares

$942 · 23K shares

$935 · 6K shares

$932 · 21K shares

$930 · 10K shares

$924 · 5K shares

$914 · 12K shares

$911 · 28K shares

$910 · 20K shares

$898 · 25K shares

$892 · 14K shares

$890 · 19K shares

$889 · 13K shares

$880 · 22K shares

$861 · 16K shares

$841 · 26K shares

$833 · 14K shares

$831 · 7K shares

$826 · 2K shares

$824 · 33K shares

$819 · 9K shares

$819 · 2K shares

$795 · 11K shares

$794 · 11K shares

$788 · 23K shares

CCO

$782 · 9K shares

DTE

$781 · 6K shares

VXUS

$759 · 10K shares

$755 · 4K shares

$754 · 1 shares

$753 · 17K shares

$751 · 9K shares

$751 · 6K shares

$742 · 6K shares

$738 · 30K shares

$736 · 8K shares

$715 · 6K shares

$707 · 4K shares

$695 · 10K shares

$693 · 3K shares

$693 · 3K shares

$687 · 58K shares

SCHH

$686 · 33K shares

IVW

$686 · 6K shares

$680 · 8K shares

APTV

$675 · 9K shares

SCHA

$669 · 24K shares

LMT

$664 · 1K shares

$659 · 6K shares

VAL

$653 · 13K shares

$652 · 5K shares

$652 · 10K shares

$643 · 8K shares

$640 · 8K shares

$626 · 17K shares

$623 · 3K shares

$615 · 13K shares

$596 · 4K shares

$595 · 14K shares

$592 · 13K shares

$590 · 13K shares

$587 · 3K shares

$585 · 16K shares

$569 · 114K shares

$568 · 2K shares

$560 · 10K shares

$558 · 14K shares

$557 · 6K shares

$555 · 8K shares

$553 · 517 shares

$549 · 26K shares

$547 · 1K shares

$546 · 5K shares

$544 · 10K shares

$544 · 3K shares

$544 · 21K shares

$543 · 4K shares

$542 · 6K shares

$540 · 15K shares

$537 · 9K shares

$532 · 932 shares

$524 · 11K shares

$518 · 4K shares

$518 · 3K shares

$517 · 18K shares

$511 · 4K shares

$511 · 22K shares

$502 · 2K shares

$501 · 23K shares

$498 · 796 shares

$496 · 14K shares

$493 · 2K shares

$487 · 12K shares

$477 · 13K shares

$471 · 1K shares

$465 · 2K shares

$462 · 7K shares

$461 · 5K shares

GEM

$458 · 11K shares

$454 · 5K shares

$454 · 4K shares

$454 · 18K shares

$444 · 17K shares

$438 · 775 shares

$429 · 16K shares

$428 · 10K shares

$424 · 24K shares

$420 · 478 shares

$419 · 1K shares

CMF

$410 · 7K shares

NBIX

$402 · 3K shares

$395 · 21K shares

$393 · 6K shares

$387 · 2K shares

$387 · 7K shares

$380 · 71 shares

$377 · 5K shares

$376 · 4K shares

$376 · 19K shares

$376 · 5K shares

$373 · 9K shares

$372 · 494 shares

$372 · 13K shares

$368 · 8K shares

$366 · 4K shares

$361 · 10K shares

$357 · 592 shares

$353 · 7K shares

$346 · 2K shares

$346 · 6K shares

$343 · 2K shares

$340 · 5K shares

$334 · 1K shares

$334 · 2K shares

$333 · 9K shares

$331 · 5K shares

$330 · 2K shares

$329 · 6K shares

$329 · 2K shares

$329 · 11K shares

$326 · 5K shares

$317 · 9K shares

$316 · 704 shares

$312 · 4K shares

$309 · 1K shares

$303 · 10K shares

$302 · 3K shares

$300 · 9K shares

$296 · 4K shares

$281 · 10K shares

$281 · 2K shares

$280 · 11K shares

$279 · 594 shares

$271 · 1K shares

$271 · 2K shares

$270 · 409 shares

$268 · 767 shares

$264 · 2K shares

$263 · 7K shares

$262 · 4K shares

$261 · 1K shares

$261 · 3K shares

$254 · 878 shares

$254 · 2K shares

$254 · 7K shares

$253 · 126 shares

$251 · 5K shares

$251 · 286 shares

$251 · 531 shares

$250 · 5K shares

$243 · 5K shares

$235 · 2K shares

$232 · 72K shares

$228 · 3K shares

$226 · 3K shares

$221 · 5K shares

$219 · 3K shares

$218 · 7K shares

$217 · 7K shares

$210 · 2K shares

$207 · 308 shares

$206 · 3K shares

$205 · 1K shares

$205 · 2K shares

$202 · 2K shares

$202 · 6K shares

$201 · 3K shares

$200 · 23K shares

$193 · 58K shares

$183 · 16K shares

$140 · 72K shares

$122 · 11K shares

$121 · 48K shares

LLY

$13 · 13K shares

TMO

$5 · 9K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	161	$582K	67.3%
Technology	34	$105K	12.2%
Unknown	23	$45K	5.2%
Healthcare	29	$30K	3.5%
Basic Materials	14	$25K	2.9%
Consumer Cyclical	11	$17K	2.0%
Communication Services	10	$16K	1.9%
Industrials	17	$14K	1.7%
Real Estate	7	$12K	1.4%
Consumer Defensive	7	$7K	0.8%
Energy	8	$7K	0.8%
Utilities	9	$4K	0.5%