ALTFEST L J & CO INC Q3 2024 Filing

Filed November 5, 2024

Portfolio Value

$751.2M

Holdings

332

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (332 positions)

#StockSharesValue% PortfolioType
201
NOWSERVICENOW INC
620$555K0.07%
202
FQALFIDELITY COVINGTON TRUST
8,427$547K0.07%
203
SCTXXSCHWAB CHARLES FAMILY FD
542,136$542K0.07%
204
PJULINNOVATOR ETFS TRUST
13,296$538K0.07%
205
BABOEING CO
3,530$537K0.07%
206
IVWISHARES TR
5,566$533K0.07%
207
TRUTRANSUNION
5,048$529K0.07%
208
CMCSACOMCAST CORP NEW
12,142$507K0.07%
209
COOCOOPER COS INC
4,550$502K0.07%
210
BURLBURLINGTON STORES INC
1,878$495K0.07%
211
WFCWELLS FARGO CO NEW
8,714$492K0.07%
212
SCHXSCHWAB STRATEGIC TR
7,141$485K0.06%
213
IVEISHARES TR
2,457$484K0.06%
214
JCIJOHNSON CTLS INTL PLC
6,201$481K0.06%
215
DEMWISDOMTREE TR
10,824$476K0.06%
216
CPNGCOUPANG INC
19,178$471K0.06%
217
MCDMCDONALDS CORP
1,546$471K0.06%
218
INTCINTEL CORP
19,944$468K0.06%
219
SCHCSCHWAB STRATEGIC TR
12,003$462K0.06%
220
4I1PHILIP MORRIS INTL INC
3,678$446K0.06%
221
DNBDUN & BRADSTREET HLDGS INC
38,784$446K0.06%
222
UEURBAN EDGE PPTYS
20,598$441K0.06%
223
XOPSPDR SER TR
3,310$435K0.06%
224
SBUXSTARBUCKS CORP
4,463$435K0.06%
225
ADPAUTOMATIC DATA PROCESSING IN
1,557$431K0.06%
226
EROERO COPPER CORP
19,298$430K0.06%
227
IUSGISHARES TR
3,243$428K0.06%
228
TTENTOTALENERGIES SE
6,627$428K0.06%
229
NVONOVO-NORDISK A S
3,578$426K0.06%
230
SPIPSPDR SER TR
16,215$426K0.06%
231
NVSNNOVARTIS AG
3,677$423K0.06%
232
BKBANK NEW YORK MELLON CORP
5,845$420K0.06%
233
XELXCEL ENERGY INC
6,371$416K0.06%
234
SOSOUTHERN CO
4,589$414K0.06%
235
DASHDOORDASH INC
2,884$412K0.05%
236
AQLTISHARES TR
4,496$411K0.05%
237
MTBM & T BK CORP
2,284$407K0.05%
238
SCHASCHWAB STRATEGIC TR
7,867$405K0.05%
239
ELVELEVANCE HEALTH INC
777$404K0.05%
240
XNEAXNUVEEN AMT FREE QLTY MUN INC
33,284$398K0.05%
241
SCHOSCHWAB STRATEGIC TR
8,068$395K0.05%
242
ECONCOLUMBIA ETF TR II
17,344$391K0.05%
243
TRVCCITIGROUP INC
6,230$390K0.05%
244
ADBEADOBE INC
751$389K0.05%
245
AMKRAMKOR TECHNOLOGY INC
12,484$382K0.05%
246
AG8AGILENT TECHNOLOGIES INC
2,527$375K0.05%
247
PLTRPALANTIR TECHNOLOGIES INC
10,029$373K0.05%
248
FNDCSCHWAB STRATEGIC TR
9,612$367K0.05%
249
BXBLACKSTONE INC
2,390$366K0.05%
250
IBBISHARES TR
2,504$365K0.05%
251
XHBSPDR SER TR
2,921$364K0.05%
252
EBAEBAY INC.
5,539$361K0.05%
253
BABAALIBABA GROUP HLDG LTD
3,369$358K0.05%
254
VTCVANGUARD SCOTTSDALE FDS
4,473$355K0.05%
255
ZBRAZEBRA TECHNOLOGIES CORPORATI
956$354K0.05%
256
IYWISHARES TR
2,330$353K0.05%
257
CLCOLGATE PALMOLIVE CO
3,389$352K0.05%
258
CSXCSX CORP
10,064$348K0.05%
259
CTRACOTERRA ENERGY INC
14,515$348K0.05%
260
TSLATESLA INC
1,327$347K0.05%
261
CVXCHEVRON CORP NEW
2,348$346K0.05%
262
ENPHENPHASE ENERGY INC
3,022$342K0.05%
263
LFUSLITTELFUSE INC
1,280$340K0.05%
264
XLKSELECT SECTOR SPDR TR
1,503$339K0.05%
265
PGRPROGRESSIVE CORP
1,313$333K0.04%
266
VTVVANGUARD INDEX FDS
1,865$326K0.04%
267
EMXCISHARES INC
5,251$321K0.04%
268
KLICKULICKE & SOFFA INDS INC
7,117$321K0.04%
269
SESEA LTD
3,355$316K0.04%
270
BFAMBRIGHT HORIZONS FAM SOL IN D
2,228$312K0.04%
271
CMGCHIPOTLE MEXICAN GRILL INC
5,401$311K0.04%
272
FTITECHNIPFMC PLC
11,804$310K0.04%
273
VRDNVIRIDIAN THERAPEUTICS INC
13,512$307K0.04%
274
IXCISHARES TR
7,520$304K0.04%
275
CMFISHARES TR
5,218$303K0.04%
276
TFXTELEFLEX INCORPORATED
1,217$301K0.04%
277
XLFSELECT SECTOR SPDR TR
6,594$299K0.04%
278
VGTVANGUARD WORLD FD
503$295K0.04%
279
VUGVANGUARD INDEX FDS
767$295K0.04%
280
GEVGE VERNOVA INC
1,140$291K0.04%
281
UJULINNOVATOR ETFS TRUST
8,595$291K0.04%
282
BF/ABROWN FORMAN CORP
6,000$288K0.04%
283
ITOTISHARES TR
2,180$274K0.04%
284
EFGISHARES TR
2,538$273K0.04%
285
BWINTHE BALDWIN INSURANCE GRP IN
5,487$273K0.04%
286
IJHISHARES TR
4,331$270K0.04%
287
BKNGBOOKING HOLDINGS INC
64$270K0.04%
288
GBILGOLDMAN SACHS ETF TR
2,673$268K0.04%
289
CBCHUBB LIMITED
929$268K0.04%
290
QLDPROSHARES TR
2,626$264K0.04%
291
INTUINTUIT
418$260K0.03%
292
CATCATERPILLAR INC
657$257K0.03%
293
TOTLSSGA ACTIVE ETF TR
6,188$256K0.03%
294
AFWALIGN TECHNOLOGY INC
1,003$255K0.03%
295
RAREULTRAGENYX PHARMACEUTICAL IN
4,565$254K0.03%
296
BRKRBRUKER CORP
3,564$246K0.03%
297
VWOVANGUARD INTL EQUITY INDEX F
5,098$244K0.03%
298
ACNACCENTURE PLC IRELAND
690$244K0.03%
299
TRVTRAVELERS COMPANIES INC
1,039$243K0.03%
300
GSGOLDMAN SACHS GROUP INC
486$241K0.03%
PreviousPage 3 of 4Next