ALTFEST L J & CO INC Q4 2022 Filing

Filed February 2, 2023

Portfolio Value

$603.6M

Holdings

256

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (256 positions)

#StockSharesValue% PortfolioType
101
VMBSVANGUARD SCOTTSDALE FDS
21,562$982K0.16%
102
COPCONOCOPHILLIPS
8,284$978K0.16%
103
ERTHINVESCO EXCHANGE TRADED FD T
20,406$975K0.16%
104
SCHMSCHWAB STRATEGIC TR
14,824$973K0.16%
105
AZNASTRAZENECA PLC
12,680$860K0.14%
106
NDQINVESCO QQQ TR
3,194$851K0.14%
107
GUNRFLEXSHARES TR
19,322$840K0.14%
108
AGQPROSHARES TR
49,571$836K0.14%
109
NFLXNETFLIX INC
2,831$835K0.14%
110
METAMETA PLATFORMS INC
6,857$825K0.14%
111
CRMSALESFORCE INC
6,210$823K0.14%
112
BACVERIZON COMMUNICATIONS INC
20,724$817K0.14%
113
SLVISHARES SILVER TR
36,105$795K0.13%
114
DHRDANAHER CORPORATION
2,967$788K0.13%
115
NKENIKE INC
6,706$785K0.13%
116
BF/BBROWN FORMAN CORP
11,734$771K0.13%
117
EFVISHARES TR
16,324$749K0.12%
118
MMM3M CO
6,079$729K0.12%
119
TAT&T INC
38,347$706K0.12%
120
REGNREGENERON PHARMACEUTICALS
970$700K0.12%
121
BACBANK AMERICA CORP
21,089$698K0.12%
122
AQLTISHARES TR
11,279$695K0.12%
123
NVDANVIDIA CORPORATION
4,729$691K0.11%
124
ALCALCON AG
10,005$686K0.11%
125
USBUS BANCORP DEL
15,682$684K0.11%
126
ORCLORACLE CORP
8,373$684K0.11%
127
FQALFIDELITY COVINGTON TRUST
14,974$665K0.11%
128
AREALEXANDRIA REAL ESTATE EQ IN
4,549$663K0.11%
129
CLVTRIP COM GROUP LTD
18,930$651K0.11%
130
PGPROCTER AND GAMBLE CO
4,272$647K0.11%
131
CRCCANADIAN NAT RES LTD
11,409$634K0.11%
132
GOOGLALPHABET INC
7,136$630K0.10%
133
CMCSACOMCAST CORP NEW
17,945$628K0.10%
134
MCHMATTHEWS ASIA FDS
25,769$623K0.10%
135
SCHWSCHWAB CHARLES CORP
7,454$621K0.10%
136
PHOINVESCO EXCHANGE TRADED FD T
11,981$618K0.10%
137
UJULINNOVATOR ETFS TR
23,995$618K0.10%
138
AFWALIGN TECHNOLOGY INC
2,927$617K0.10%
139
BSXBOSTON SCIENTIFIC CORP
13,273$614K0.10%
140
VYMVANGUARD WHITEHALL FDS
5,433$588K0.10%
141
CVXCHEVRON CORP NEW
3,161$567K0.09%
142
SPYVSPDR SER TR
14,573$567K0.09%
143
GIISPDR INDEX SHS FDS
10,657$559K0.09%
144
GDXVANECK ETF TRUST
19,159$549K0.09%
145
IEFISHARES TR
5,710$547K0.09%
146
MAMASTERCARD INCORPORATED
1,570$546K0.09%
147
NEMNEWMONT CORP
11,575$546K0.09%
148
AQLTISHARES TR
5,834$542K0.09%
149
QUALISHARES TR
4,747$541K0.09%
150
ILMNILLUMINA INC
2,668$539K0.09%
151
LVSLAS VEGAS SANDS CORP
11,221$539K0.09%
152
SCHCSCHWAB STRATEGIC TR
16,809$529K0.09%
153
FNDFSCHWAB STRATEGIC TR
18,097$526K0.09%
154
MDYGSPDR SER TR
8,013$524K0.09%
155
INTCINTEL CORP
19,443$514K0.09%
156
ADPAUTOMATIC DATA PROCESSING IN
2,143$512K0.08%
157
NVSNNOVARTIS AG
5,572$505K0.08%
158
ACWIISHARES TR
5,873$499K0.08%
159
NVONOVO-NORDISK A S
3,639$493K0.08%
160
EDCONSOLIDATED EDISON INC
5,111$487K0.08%
161
CPRTCOPART INC
7,870$479K0.08%
162
4I1PHILIP MORRIS INTL INC
4,624$468K0.08%
163
GEGENERAL ELECTRIC CO
5,541$464K0.08%
164
SCHGSCHWAB STRATEGIC TR
8,293$461K0.08%
165
CSXCSX CORP
14,880$461K0.08%
166
HUMHUMANA INC
895$458K0.08%
167
ROSTROSS STORES INC
3,925$456K0.08%
168
ACNACCENTURE PLC IRELAND
1,701$454K0.08%
169
DEMWISDOMTREE TR
12,672$452K0.07%
170
AXPAMERICAN EXPRESS CO
2,980$440K0.07%
171
IVVISHARES TR
1,129$434K0.07%
172
COSTCOSTCO WHSL CORP NEW
930$424K0.07%
173
ZBHZIMMER BIOMET HOLDINGS INC
3,225$411K0.07%
174
AONAON PLC
1,323$397K0.07%
175
BF/ABROWN FORMAN CORP
6,000$395K0.07%
176
ELVELEVANCE HEALTH INC
756$388K0.06%
177
JCIJOHNSON CTLS INTL PLC
6,052$387K0.06%
178
VTIVANGUARD INDEX FDS
2,018$386K0.06%
179
KXIISHARES TR
6,471$386K0.06%
180
VTCVANGUARD SCOTTSDALE FDS
5,172$384K0.06%
181
CFGCITIZENS FINL GROUP INC
9,707$382K0.06%
182
SCHASCHWAB STRATEGIC TR
9,352$379K0.06%
183
VSGXVANGUARD WORLD FD
7,702$379K0.06%
184
INFYINFOSYS LTD
21,050$379K0.06%
185
XNEAXNUVEEN AMT FREE QLTY MUN INC
33,144$377K0.06%
186
VPUVANGUARD WORLD FDS
2,439$374K0.06%
187
BAXBAXTER INTL INC
7,286$371K0.06%
188
VRTXVERTEX PHARMACEUTICALS INC
1,280$370K0.06%
189
WFCWELLS FARGO CO NEW
8,870$366K0.06%
190
IQVIQVIA HLDGS INC
1,754$359K0.06%
191
CSGPCOSTAR GROUP INC
4,644$359K0.06%
192
PDDPINDUODUO INC
4,398$359K0.06%
193
SOSOUTHERN CO
4,960$354K0.06%
194
EPAMEPAM SYS INC
1,080$354K0.06%
195
IVWISHARES TR
6,000$351K0.06%
196
GILDGILEAD SCIENCES INC
4,048$348K0.06%
197
SCHOSCHWAB STRATEGIC TR
7,179$346K0.06%
198
BMRNBIOMARIN PHARMACEUTICAL INC
3,339$346K0.06%
199
MCDMCDONALDS CORP
1,312$346K0.06%
200
PYPLPAYPAL HLDGS INC
4,740$338K0.06%
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