Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 40 | Q3 2023 | 3.9% |
PEPSICO INC COM | 40 | Q3 2023 | 5.0% |
Exxon Mobil Corporation | 40 | Q3 2023 | 5.4% |
JOHNSON & JOHNSON | 40 | Q3 2023 | 3.5% |
Intl Business Machines | 40 | Q3 2023 | 3.9% |
BRISTOL-MYERS SQUIBB CO | 40 | Q3 2023 | 3.1% |
VERIZON COMMUNICATIONS INC | 40 | Q3 2023 | 3.1% |
Cisco Systems Inc | 40 | Q3 2023 | 2.3% |
WAL-MART STORES INC | 40 | Q3 2023 | 2.0% |
CITIGROUP INC | 40 | Q3 2023 | 1.5% |
View ALTFEST L J & CO INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-09 |
13F-HR | 2023-04-20 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-24 |
View ALTFEST L J & CO INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.