$706 Thousand is the total value of ALTFEST L J & CO INC's 311 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TBJL | Buy | INNOVATOR ETFS TRUSTinvatr 20 pls 9 | $46,647 | -0.3% | 2,341,707 | +1.1% | 6.60% | -2.6% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $30,359 | +6.1% | 1,028,072 | -0.5% | 4.30% | +3.6% |
| Buy | MATTHEWS ASIA FDSasia innov activ | $27,824 | +29.8% | 1,103,695 | +20.5% | 3.94% | +26.7% | |
| NJUL | Sell | INNOVATOR ETFS TRUSTgrwt100 pwr buf | $25,744 | -2.2% | 446,560 | -6.5% | 3.64% | -4.5% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $22,857 | -1.1% | 229,881 | -1.9% | 3.24% | -3.4% |
| VOX | Sell | VANGUARD WORLD FD | $19,917 | +8.2% | 151,780 | -2.9% | 2.82% | +5.7% |
| QLD | Buy | PROSHARES TRunit ser 1 | $18,975 | +7644.9% | 45,053 | +1299.2% | 2.69% | +7363.9% |
| AAPL | Sell | APPLE INC | $18,237 | -11.1% | 106,348 | -0.2% | 2.58% | -13.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $18,032 | +0.7% | 623,528 | +1.2% | 2.55% | -1.6% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $17,794 | +43.2% | 341,151 | +43.3% | 2.52% | +39.9% |
| MSFT | Sell | MICROSOFT CORP | $17,137 | +11.3% | 40,732 | -0.5% | 2.43% | +8.8% |
| AMZN | Sell | AMAZON COM INC | $15,967 | +12.1% | 88,518 | -5.6% | 2.26% | +9.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $15,047 | -8.2% | 173,994 | -6.2% | 2.13% | -10.3% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $14,396 | +9.1% | 156,818 | +8.6% | 2.04% | +6.5% |
| EJAN | Buy | INNOVATOR ETFS TRUSTemrgng mkt jan | $13,476 | +4.2% | 465,667 | +3.2% | 1.91% | +1.8% |
| IJAN | Buy | INNOVATOR ETFS TRUSTintrnl dev jan | $11,971 | +6.3% | 382,636 | +3.3% | 1.70% | +3.9% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $11,776 | +29.4% | 116,726 | +27.9% | 1.67% | +26.4% |
| NYF | Sell | ISHARES TRnew york mun etf | $10,595 | -5.5% | 196,899 | -5.0% | 1.50% | -7.7% |
| MBB | Buy | ISHARES TRmbs etf | $10,079 | +0.1% | 109,056 | +1.9% | 1.43% | -2.3% |
| Buy | RBB FD INCus treasr 10 yr | $9,961 | +23.7% | 226,134 | +26.6% | 1.41% | +20.7% | |
| Buy | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $9,730 | +18.2% | 287,325 | +12.0% | 1.38% | +15.4% | |
| KBE | Sell | SPDR SER TRs&p bk etf | $9,342 | +0.9% | 198,335 | -1.4% | 1.32% | -1.5% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $8,514 | -8.5% | 179,473 | -7.9% | 1.21% | -10.7% |
| OLP | ONE LIBERTY PPTYS INC | $8,059 | +3.1% | 356,763 | 0.0% | 1.14% | +0.7% | |
| KWEB | Buy | KRANESHARES TRUSTcsi chi internet | $6,533 | +66.9% | 248,876 | +71.7% | 0.92% | +63.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,530 | +10.6% | 42,888 | +2.4% | 0.92% | +8.1% |
| LLY | Buy | ELI LILLY & CO | $6,200 | +34.5% | 7,969 | +0.7% | 0.88% | +31.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $6,122 | +71.3% | 45,000 | +31.0% | 0.87% | +67.4% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,607 | +9.6% | 91,849 | -0.0% | 0.79% | +7.0% |
| Sell | FIRST TR EXCHNG TRADED FD VIft vest u.s eqt | $4,887 | -24.5% | 146,486 | -28.0% | 0.69% | -26.2% | |
| XOM | Buy | EXXON MOBIL CORP | $4,867 | +18.0% | 41,868 | +1.5% | 0.69% | +15.2% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $4,615 | +10.5% | 78,763 | +1.8% | 0.65% | +7.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,212 | +10.9% | 21,029 | -5.8% | 0.60% | +8.2% |
| ILF | Buy | ISHARES TRlatn amer 40 etf | $4,102 | -0.8% | 144,235 | +1.4% | 0.58% | -3.0% |
| FB | Sell | META PLATFORMS INCcl a | $4,058 | +30.2% | 8,358 | -5.1% | 0.58% | +27.2% |
| ABBV | Sell | ABBVIE INC | $3,981 | +13.3% | 21,861 | -3.6% | 0.56% | +10.6% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $3,407 | -4.5% | 33,889 | -5.2% | 0.48% | -6.8% |
| FVAL | Buy | FIDELITY COVINGTON TRUSTvlu factor etf | $3,264 | +13.3% | 57,218 | +5.3% | 0.46% | +10.5% |
| SPGI | Sell | S&P GLOBAL INC | $3,217 | -4.1% | 7,562 | -0.7% | 0.46% | -6.2% |
| XBI | Sell | SPDR SER TRs&p biotech | $3,047 | -4.9% | 32,112 | -10.5% | 0.43% | -7.3% |
| MRK | Buy | MERCK & CO INC | $2,941 | +48.5% | 22,292 | +22.8% | 0.42% | +44.9% |
| Buy | SIMPLIFY EXCHANGE TRADED FUNshort term trea | $2,893 | -4.1% | 132,259 | +1.5% | 0.41% | -6.4% | |
| EWT | Buy | ISHARES INCmsci taiwan etf | $2,871 | +48.1% | 58,986 | +40.1% | 0.41% | +44.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,875 | +55.1% | 5,497 | +40.9% | 0.41% | +51.3% |
| DIS | Buy | DISNEY WALT CO | $2,797 | +36.2% | 22,858 | +0.5% | 0.40% | +32.9% |
| BGLD | Buy | FIRST TR EXCHANGE-TRADED FDvest gold strtgy | $2,787 | +5.7% | 141,390 | +0.9% | 0.40% | +3.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,694 | +16.3% | 6,406 | -1.4% | 0.38% | +13.4% |
| SLV | Buy | ISHARES SILVER TRishares | $2,641 | +6.6% | 116,105 | +2.1% | 0.37% | +4.2% |
| IXC | Buy | ISHARES TRglobal energ etf | $2,586 | +11.5% | 60,215 | +1.5% | 0.37% | +8.9% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,532 | +18.7% | 25,113 | +7.1% | 0.36% | +16.2% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $2,468 | +1.7% | 35,854 | -0.4% | 0.35% | -0.9% |
| NVDA | Sell | NVIDIA CORPORATION | $2,463 | +80.0% | 2,726 | -1.3% | 0.35% | +76.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,391 | -3.6% | 15,117 | -4.5% | 0.34% | -5.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,330 | +4.6% | 4,711 | +11.3% | 0.33% | +2.2% |
| Sell | TIDAL ETF TRfoliobeyond alte | $2,244 | -18.1% | 67,893 | -22.5% | 0.32% | -19.9% | |
| HD | Sell | HOME DEPOT INC | $2,183 | +10.1% | 5,692 | -0.5% | 0.31% | +7.7% |
| EDV | Buy | VANGUARD WORLD FDextended dur | $2,137 | -4.2% | 27,903 | +1.3% | 0.30% | -6.2% |
| PSEP | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $2,121 | +3.0% | 58,101 | -2.0% | 0.30% | +0.3% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $2,053 | -52.6% | 40,828 | -50.6% | 0.29% | -53.7% |
| QTJL | New | INNOVATOR ETFS TRUSTgrwt aclrtd plus | $2,033 | – | 69,177 | +100.0% | 0.29% | – |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $1,970 | +20.2% | 23,744 | +20.7% | 0.28% | +17.2% |
| V | Buy | VISA INC | $1,941 | +14.2% | 6,956 | +6.6% | 0.28% | +11.8% |
| NOW | Sell | SERVICENOW INC | $1,920 | -0.4% | 2,518 | -7.7% | 0.27% | -2.5% |
| DEED | Buy | FIRST TR EXCHNG TRADED FD VItcw securitized | $1,912 | +32.7% | 92,325 | +36.0% | 0.27% | +29.7% |
| MFEM | Buy | PIMCO EQUITY SERrafi dyn emerg | $1,908 | +9.3% | 97,582 | +7.3% | 0.27% | +6.7% |
| AXON | Sell | AXON ENTERPRISE INC | $1,877 | +19.1% | 6,000 | -1.6% | 0.27% | +16.7% |
| EWY | New | ISHARES INCmsci sth kor etf | $1,863 | – | 27,763 | +100.0% | 0.26% | – |
| ASML | Sell | ASML HOLDING N V | $1,827 | +26.3% | 1,882 | -1.6% | 0.26% | +23.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,735 | +22.8% | 9,085 | +5.2% | 0.25% | +20.0% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $1,721 | -73.6% | 40,188 | -73.0% | 0.24% | -74.2% |
| NFLX | Sell | NETFLIX INC | $1,689 | +23.4% | 2,781 | -1.1% | 0.24% | +20.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,666 | +4.1% | 24,589 | +3.4% | 0.24% | +1.7% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $1,638 | -71.5% | 24,184 | -72.0% | 0.23% | -72.2% |
| ORCL | Buy | ORACLE CORP | $1,604 | +20.1% | 12,767 | +0.8% | 0.23% | +17.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,549 | +125.1% | 23,594 | +117.3% | 0.22% | +119.0% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $1,541 | +6.8% | 49,176 | +4.6% | 0.22% | +4.3% |
| INDA | New | ISHARES TRmsci india etf | $1,509 | – | 29,249 | +100.0% | 0.21% | – |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $1,506 | +5.6% | 38,594 | 0.0% | 0.21% | +2.9% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,506 | -3.8% | 3,311 | -4.1% | 0.21% | -6.2% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $1,468 | -6.7% | 52,552 | -3.0% | 0.21% | -8.8% |
| BRT | BRT APARTMENTS CORP | $1,451 | -9.6% | 86,348 | 0.0% | 0.20% | -12.0% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,434 | +4.7% | 26,449 | -0.9% | 0.20% | +2.5% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,402 | +9.1% | 18,454 | +0.7% | 0.20% | +7.0% |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $1,374 | -43.0% | 30,280 | -33.0% | 0.20% | -44.1% |
| AMGN | Buy | AMGEN INC | $1,371 | +24.7% | 4,822 | +26.4% | 0.19% | +22.0% |
| MELI | Buy | MERCADOLIBRE INC | $1,371 | -2.0% | 907 | +1.9% | 0.19% | -4.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,351 | -17.1% | 2,428 | -24.4% | 0.19% | -19.1% |
| ABT | Buy | ABBOTT LABS | $1,335 | +5.4% | 11,742 | +2.0% | 0.19% | +2.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,318 | +20.7% | 17,752 | +14.3% | 0.19% | +18.4% |
| DHR | Buy | DANAHER CORPORATION | $1,322 | +15.2% | 5,294 | +6.6% | 0.19% | +12.7% |
| BBH | Buy | VANECK ETF TRUSTbiotech etf | $1,313 | +4.9% | 7,895 | +4.2% | 0.19% | +2.2% |
| BA | Sell | BOEING CO | $1,306 | -50.8% | 6,765 | -33.6% | 0.18% | -51.9% |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $1,298 | +6.8% | 23,782 | +4.7% | 0.18% | +4.5% |
| New | ANGEL OAK FUNDS TRUSTmortgage backed | $1,284 | – | 151,725 | +100.0% | 0.18% | – | |
| WMT | Buy | WALMART INC | $1,269 | +8.3% | 21,091 | +183.7% | 0.18% | +5.9% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,249 | -15.7% | 6,323 | -7.9% | 0.18% | -17.7% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $1,245 | +191.6% | 39,366 | +185.8% | 0.18% | +183.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,236 | -0.9% | 12,623 | +0.4% | 0.18% | -3.3% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,226 | -4.8% | 26,888 | -3.2% | 0.17% | -7.0% |
| APP | Buy | APPLOVIN CORP | $1,206 | +193.4% | 17,423 | +69.0% | 0.17% | +185.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,179 | +2.3% | 46,690 | +0.5% | 0.17% | 0.0% |
| VHT | Sell | VANGUARD WORLD FDhealth car etf | $1,178 | +4.8% | 4,356 | -2.9% | 0.17% | +2.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,157 | +14.9% | 1,579 | +3.5% | 0.16% | +12.3% |
| CSCO | Sell | CISCO SYS INC | $1,153 | -6.9% | 23,111 | -5.7% | 0.16% | -8.9% |
| PEP | Sell | PEPSICO INC | $1,150 | +2.1% | 6,569 | -0.9% | 0.16% | 0.0% |
| PFE | Sell | PFIZER INC | $1,154 | -10.6% | 41,587 | -7.3% | 0.16% | -12.8% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,148 | +7.1% | 14,096 | -1.0% | 0.16% | +5.2% |
| QCOM | Buy | QUALCOMM INC | $1,141 | +55.2% | 6,741 | +32.6% | 0.16% | +51.4% |
| FEI | Sell | FIRST TR MLP & ENERGY INCOM | $1,138 | +3.7% | 117,642 | -8.1% | 0.16% | +1.3% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,132 | +5.3% | 15,475 | -6.3% | 0.16% | +2.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,121 | +7.6% | 7,429 | -0.4% | 0.16% | +5.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,079 | -43.5% | 14,918 | -46.3% | 0.15% | -44.8% |
| CRM | Sell | SALESFORCE INC | $1,078 | -23.4% | 3,580 | -33.0% | 0.15% | -25.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,068 | +19.5% | 2,217 | +5.8% | 0.15% | +16.2% |
| CNQ | Sell | CANADIAN NAT RES LTD | $1,053 | +15.1% | 13,792 | -1.2% | 0.15% | +12.0% |
| RTX | Buy | RTX CORPORATION | $1,041 | +100.2% | 10,672 | +72.6% | 0.15% | +96.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,027 | +15.1% | 6,248 | +3.1% | 0.14% | +12.4% |
| ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $1,022 | -1.7% | 24,190 | +9.9% | 0.14% | -4.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,001 | +25.9% | 6,776 | +16.2% | 0.14% | +23.5% |
| INTC | Sell | INTEL CORP | $999 | -18.6% | 22,628 | -7.4% | 0.14% | -20.8% |
| KO | Buy | COCA COLA CO | $991 | +10.5% | 16,201 | +6.5% | 0.14% | +7.7% |
| COP | Sell | CONOCOPHILLIPS | $981 | +7.4% | 7,709 | -2.0% | 0.14% | +5.3% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $946 | +11.6% | 983 | +1.9% | 0.13% | +8.9% |
| AON | Buy | AON PLC | $933 | +142.3% | 2,796 | +111.3% | 0.13% | +135.7% |
| CPRT | Buy | COPART INC | $919 | +32.0% | 15,871 | +11.7% | 0.13% | +28.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $891 | +11.5% | 21,224 | +0.2% | 0.13% | +8.6% |
| EFV | Buy | ISHARES TReafe value etf | $873 | +11.6% | 16,053 | +7.0% | 0.12% | +9.7% |
| ADBE | Buy | ADOBE INC | $860 | +7.8% | 1,705 | +27.5% | 0.12% | +5.2% |
| UBER | Buy | UBER TECHNOLOGIES INC | $830 | +31.1% | 10,775 | +4.9% | 0.12% | +28.3% |
| UHT | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $824 | -15.1% | 22,449 | 0.0% | 0.12% | -17.0% | |
| MDT | Buy | MEDTRONIC PLC | $822 | +7.3% | 9,434 | +1.4% | 0.12% | +4.5% |
| FQAL | Sell | FIDELITY COVINGTON TRUSTqlty fctor etf | $812 | +7.8% | 13,768 | -0.6% | 0.12% | +5.5% |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $798 | +9.5% | 11,981 | 0.0% | 0.11% | +6.6% | |
| New | INNOVATOR ETFS TRUSTgrowth accelrtd | $785 | – | 29,412 | +100.0% | 0.11% | – | |
| VPN | Sell | GLOBAL X FDSdata ctr reits | $778 | +1.8% | 50,033 | -4.1% | 0.11% | -0.9% |
| BAC | Buy | BANK AMERICA CORP | $774 | +13.2% | 20,405 | +0.5% | 0.11% | +11.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $760 | +0.3% | 1,905 | -15.2% | 0.11% | -1.8% |
| MMM | Buy | 3M CO | $765 | -1.7% | 7,212 | +1.4% | 0.11% | -4.4% |
| GII | Sell | SPDR INDEX SHS FDSs&p gblinf etf | $760 | -83.2% | 14,042 | -83.4% | 0.11% | -83.5% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $763 | -46.0% | 21,418 | -48.8% | 0.11% | -47.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $737 | -47.2% | 4,084 | -56.9% | 0.10% | -48.5% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $736 | -1.9% | 36,270 | +0.2% | 0.10% | -4.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $727 | +19.8% | 3,191 | -1.5% | 0.10% | +17.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $726 | -13.1% | 1,250 | -20.5% | 0.10% | -14.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $718 | +17.5% | 4,423 | +6.0% | 0.10% | +14.6% |
| VALEP | Sell | VALE S Asponsored ads | $716 | -24.9% | 58,742 | -2.3% | 0.10% | -26.8% |
| MU | Sell | MICRON TECHNOLOGY INC | $714 | +35.7% | 6,054 | -1.7% | 0.10% | +32.9% |
| GLTR | Sell | ABRDN PRECIOUS METALS BASKETphyscl precs met | $712 | -1.8% | 7,455 | -6.4% | 0.10% | -3.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $704 | -2.5% | 16,245 | -1.4% | 0.10% | -4.8% |
| Sell | GENERAL ELECTRIC CO | $708 | +37.2% | 4,035 | -0.1% | 0.10% | +33.3% | |
| GLD | Sell | SPDR GOLD TR | $702 | -2.6% | 3,410 | -9.6% | 0.10% | -5.7% |
| ALC | Sell | ALCON AG | $701 | +6.2% | 8,411 | -0.5% | 0.10% | +3.1% |
| USB | US BANCORP DEL | $695 | +3.4% | 15,537 | 0.0% | 0.10% | +1.0% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $691 | +9.2% | 7,447 | -2.3% | 0.10% | +6.5% |
| PAUG | Sell | INNOVATOR ETFS TRUSTus eqty pwr bf | $691 | +2.4% | 19,521 | -3.4% | 0.10% | 0.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $683 | -2.3% | 1,971 | -1.1% | 0.10% | -4.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $682 | +11.3% | 13,606 | +3.5% | 0.10% | +9.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $666 | +78.1% | 9,720 | +50.1% | 0.09% | +74.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $659 | +12.3% | 1,254 | +2.1% | 0.09% | +9.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $643 | +9.9% | 2,475 | +0.4% | 0.09% | +7.1% |
| VAC | Buy | MARRIOTT VACATIONS WORLDWIDE | $635 | +62.4% | 5,893 | +28.0% | 0.09% | +57.9% |
| PGR | Buy | PROGRESSIVE CORP | $633 | +34.1% | 3,063 | +3.3% | 0.09% | +32.4% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $619 | +15.5% | 7,094 | +0.1% | 0.09% | +12.8% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $625 | +3.8% | 10,363 | -0.2% | 0.09% | +1.1% |
| T | Sell | AT&T INC | $620 | -1.1% | 35,240 | -5.7% | 0.09% | -3.3% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $615 | +1.7% | 12,751 | +2.1% | 0.09% | -1.1% |
| BFB | BROWN FORMAN CORPcl b | $606 | -9.6% | 11,734 | 0.0% | 0.09% | -11.3% | |
| IBN | Buy | ICICI BANK LIMITEDadr | $601 | +16.7% | 22,769 | +5.4% | 0.08% | +13.3% |
| ACWI | ISHARES TRmsci acwi etf | $601 | +8.3% | 5,454 | 0.0% | 0.08% | +6.2% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $601 | +3.1% | 1,437 | +0.3% | 0.08% | 0.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $590 | -26.0% | 4,874 | -31.7% | 0.08% | -27.6% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $593 | +1.7% | 16,563 | -0.9% | 0.08% | -1.2% |
| KLAC | Sell | KLA CORP | $584 | +18.2% | 837 | -1.6% | 0.08% | +15.3% |
| ENPH | Buy | ENPHASE ENERGY INC | $586 | +24.2% | 4,841 | +35.5% | 0.08% | +22.1% |
| Sell | SCHWAB CHARLES FAMILY FDamt tax free mny | $581 | -64.3% | 581,041 | -64.3% | 0.08% | -65.3% | |
| DESP | Buy | DESPEGAR COM CORP | $580 | +32.4% | 48,505 | +4.7% | 0.08% | +28.1% |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $562 | – | 2,496 | +100.0% | 0.08% | – |
| MGK | VANGUARD WORLD FDmega grwth ind | $557 | +10.3% | 1,945 | 0.0% | 0.08% | +8.2% | |
| CFG | Sell | CITIZENS FINL GROUP INC | $552 | +5.3% | 15,211 | -3.8% | 0.08% | +2.6% |
| ECON | Sell | COLUMBIA ETF TR IIemrg markets etf | $544 | -3.0% | 26,429 | -1.8% | 0.08% | -4.9% |
| New | COOPER COS INC | $536 | – | 5,287 | +100.0% | 0.08% | – | |
| WFC | Buy | WELLS FARGO CO NEW | $528 | +25.7% | 9,113 | +6.9% | 0.08% | +23.0% |
| ADM | New | ARCHER DANIELS MIDLAND CO | $527 | – | 8,383 | +100.0% | 0.08% | – |
| HDB | Sell | HDFC BANK LTDsponsored ads | $532 | -52.4% | 9,511 | -42.9% | 0.08% | -53.7% |
| QFIN | Buy | QIFU TECHNOLOGY INCamerican dep | $528 | +45.5% | 28,674 | +24.9% | 0.08% | +41.5% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $532 | +80.3% | 7,330 | +68.2% | 0.08% | +74.4% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $521 | +2.4% | 12,451 | -0.5% | 0.07% | 0.0% |
| SBUX | Sell | STARBUCKS CORP | $520 | -5.5% | 5,691 | -0.7% | 0.07% | -7.5% |
| PJUL | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $517 | +2.2% | 13,624 | -2.6% | 0.07% | 0.0% |
| IEO | Sell | ISHARES TRus oil gs ex etf | $519 | +10.7% | 4,853 | -3.6% | 0.07% | +7.4% |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $506 | +4.5% | 73,065 | +4.9% | 0.07% | +2.9% |
| IBB | Sell | ISHARES TRishares biotech | $511 | -0.6% | 3,722 | -1.5% | 0.07% | -4.0% |
| NKE | Sell | NIKE INCcl b | $509 | -13.6% | 5,419 | -0.1% | 0.07% | -15.3% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $506 | +2.8% | 10,285 | -1.2% | 0.07% | +1.4% |
| BEKE | Buy | KE HLDGS INCsponsored ads | $511 | -0.6% | 37,185 | +17.2% | 0.07% | -4.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $499 | +8.7% | 5,491 | +8.8% | 0.07% | +6.0% |
| PLD | Buy | PROLOGIS INC. | $500 | +2.0% | 3,840 | +4.4% | 0.07% | 0.0% |
| BURL | Sell | BURLINGTON STORES INC | $491 | -14.3% | 2,115 | -28.2% | 0.07% | -15.7% |
| CSGP | Sell | COSTAR GROUP INC | $487 | +8.2% | 5,045 | -2.0% | 0.07% | +6.2% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $487 | -90.9% | 19,006 | -91.0% | 0.07% | -91.1% |
| DEO | New | DIAGEO PLCspon adr new | $486 | – | 3,266 | +100.0% | 0.07% | – |
| NTR | New | NUTRIEN LTD | $477 | – | 8,782 | +100.0% | 0.07% | – |
| NOC | Sell | NORTHROP GRUMMAN CORP | $476 | -5.0% | 995 | -7.1% | 0.07% | -8.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $470 | +12.4% | 5,566 | 0.0% | 0.07% | +9.8% | |
| RMD | Buy | RESMED INC | $454 | +23.0% | 2,293 | +6.8% | 0.06% | +20.8% |
| RH | New | RH | $437 | – | 1,256 | +100.0% | 0.06% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $441 | +7.0% | 1,766 | -0.1% | 0.06% | +3.3% |
| NVS | Sell | NOVARTIS AGsponsored adr | $433 | -4.2% | 4,472 | -0.2% | 0.06% | -7.6% |
| MKSI | Sell | MKS INSTRS INC | $421 | +8.8% | 3,169 | -15.7% | 0.06% | +7.1% |
| PANW | New | PALO ALTO NETWORKS INC | $422 | – | 1,486 | +100.0% | 0.06% | – |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $414 | +3.5% | 3,543 | -3.5% | 0.06% | +1.7% |
| BILI | Buy | BILIBILI INCspons ads rep z | $410 | -7.9% | 36,622 | +0.1% | 0.06% | -10.8% |
| JCI | JOHNSON CTLS INTL PLC | $407 | +13.4% | 6,225 | 0.0% | 0.06% | +11.5% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $413 | +1.2% | 2,211 | -5.7% | 0.06% | -1.7% |
| ANTM | Sell | ELEVANCE HEALTH INC | $399 | -36.2% | 769 | -41.9% | 0.06% | -38.5% |
| CSX | Sell | CSX CORP | $399 | +4.5% | 10,761 | -2.2% | 0.06% | +1.8% |
| CPNG | Buy | COUPANG INCcl a | $395 | +19.0% | 22,179 | +8.1% | 0.06% | +16.7% |
| C | Buy | CITIGROUP INC | $396 | +27.7% | 6,254 | +3.7% | 0.06% | +24.4% |
| ICLR | Buy | ICON PLC | $388 | +37.1% | 1,154 | +15.4% | 0.06% | +34.1% |
| ROST | Sell | ROSS STORES INC | $390 | +4.3% | 2,657 | -1.7% | 0.06% | +1.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $389 | +17.2% | 1,867 | +8.2% | 0.06% | +14.6% |
| UJUL | Sell | INNOVATOR ETFS TRUSTus eqt ultra bf | $378 | -7.8% | 11,874 | -12.2% | 0.05% | -8.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $382 | -14.3% | 4,173 | -12.1% | 0.05% | -16.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $373 | +57.4% | 6,009 | +42.8% | 0.05% | +55.9% |
| DG | Sell | DOLLAR GEN CORP NEW | $376 | -2.1% | 2,408 | -14.8% | 0.05% | -5.4% |
| IUSG | ISHARES TRcore s&p us gwt | $375 | +12.6% | 3,200 | 0.0% | 0.05% | +10.4% | |
| SNOW | Buy | SNOWFLAKE INCcl a | $374 | +11.3% | 2,316 | +37.1% | 0.05% | +8.2% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $368 | +0.8% | 33,226 | +0.1% | 0.05% | -1.9% |
| MCD | Sell | MCDONALDS CORP | $370 | -8.0% | 1,312 | -3.2% | 0.05% | -10.3% |
| TCOM | New | TRIP COM GROUP LTDads | $368 | – | 8,374 | +100.0% | 0.05% | – |
| A | Buy | AGILENT TECHNOLOGIES INC | $370 | +6.0% | 2,542 | +1.2% | 0.05% | +2.0% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $359 | -5.5% | 5,056 | +24.6% | 0.05% | -7.3% |
| HUM | Buy | HUMANA INC | $359 | +11.8% | 1,036 | +47.8% | 0.05% | +8.5% |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $351 | +1.7% | 9,906 | 0.0% | 0.05% | 0.0% | |
| UE | URBAN EDGE PPTYS | $356 | -5.6% | 20,598 | 0.0% | 0.05% | -9.1% | |
| VTC | Buy | VANGUARD SCOTTSDALE FDStotal corp bnd | $355 | +7.3% | 4,633 | +8.3% | 0.05% | +4.2% |
| SRPT | New | SAREPTA THERAPEUTICS INC | $348 | – | 2,691 | +100.0% | 0.05% | – |
| BK | BANK NEW YORK MELLON CORP | $337 | +10.9% | 5,842 | 0.0% | 0.05% | +9.1% | |
| J P MORGAN EXCHANGE TRADED Fsustainable muni | $338 | -0.3% | 6,712 | 0.0% | 0.05% | -2.0% | ||
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $340 | +11.5% | 2,577 | +3.0% | 0.05% | +9.1% |
| JBHT | New | HUNT J B TRANS SVCS INC | $341 | – | 1,710 | +100.0% | 0.05% | – |
| CVX | Buy | CHEVRON CORP NEW | $332 | +5.7% | 2,106 | +0.1% | 0.05% | +2.2% |
| SO | SOUTHERN CO | $332 | +2.2% | 4,628 | 0.0% | 0.05% | 0.0% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $333 | -39.9% | 1,016 | -49.7% | 0.05% | -41.2% |
| MTB | Sell | M & T BK CORP | $327 | +1.2% | 2,247 | -4.6% | 0.05% | -2.1% |
| SLB | New | SCHLUMBERGER LTD | $322 | – | 5,870 | +100.0% | 0.05% | – |
| CL | COLGATE PALMOLIVE CO | $324 | +12.9% | 3,602 | 0.0% | 0.05% | +9.5% | |
| XHB | Buy | SPDR SER TRs&p homebuild | $326 | +16.8% | 2,918 | +0.1% | 0.05% | +15.0% |
| UI | Buy | UBIQUITI INC | $319 | -9.6% | 2,757 | +9.1% | 0.04% | -11.8% |
| Sell | MATTHEWS ASIA FDSchina active etf | $316 | -31.0% | 16,815 | -30.1% | 0.04% | -31.8% | |
| IYW | ISHARES TRu.s. tech etf | $315 | +10.1% | 2,330 | 0.0% | 0.04% | +9.8% | |
| BFA | BROWN FORMAN CORPcl a | $318 | -11.2% | 6,000 | 0.0% | 0.04% | -13.5% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $320 | +27.0% | 1,391 | +5.3% | 0.04% | +21.6% |
| NEM | New | NEWMONT CORP | $309 | – | 8,629 | +100.0% | 0.04% | – |
| BX | BLACKSTONE INC | $313 | +0.3% | 2,386 | 0.0% | 0.04% | -2.2% | |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $314 | -20.9% | 2,100 | +1.3% | 0.04% | -24.1% |
| INTU | Sell | INTUIT | $308 | -20.4% | 473 | -23.6% | 0.04% | -21.4% |
| ARGX | New | ARGENX SEsponsored adr | $307 | – | 779 | +100.0% | 0.04% | – |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $305 | +4.1% | 105 | -18.0% | 0.04% | +2.4% |
| BRP | Buy | BRP GROUP INC | $300 | +23.0% | 10,349 | +2.0% | 0.04% | +20.0% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $295 | -87.8% | 3,118 | -87.6% | 0.04% | -88.0% |
| BAX | Buy | BAXTER INTL INC | $294 | +21.5% | 6,874 | +9.9% | 0.04% | +20.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $298 | -33.2% | 1,830 | -38.6% | 0.04% | -35.4% |
| VGT | Buy | VANGUARD WORLD FDinf tech etf | $292 | +20.2% | 557 | +10.7% | 0.04% | +17.1% |
| VOO | Buy | VANGUARD INDEX FDS | $292 | +11.9% | 608 | +1.8% | 0.04% | +7.9% |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $292 | – | 5,933 | +100.0% | 0.04% | – |
| TFJL | Sell | INNOVATOR ETFS TRUSTinvtor 2 pls 5 | $290 | -5.5% | 14,240 | -0.6% | 0.04% | -8.9% |
| ASO | New | ACADEMY SPORTS & OUTDOORS IN | $282 | – | 4,168 | +100.0% | 0.04% | – |
| ABNB | AIRBNB INC | $274 | +21.2% | 1,661 | 0.0% | 0.04% | +18.2% | |
| Buy | RBB FD INCus treas 3 mnth | $272 | +2.3% | 5,427 | +1.6% | 0.04% | 0.0% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $278 | +11.2% | 6,594 | -0.8% | 0.04% | +8.3% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $278 | -2.8% | 2,570 | +1.0% | 0.04% | -4.9% |
| ALB | New | ALBEMARLE CORP | $271 | – | 2,054 | +100.0% | 0.04% | – |
| KJUL | Sell | INNOVATOR ETFS TRUSTus sml cp pwr b | $267 | -19.1% | 9,493 | -22.1% | 0.04% | -20.8% |
| CGNX | Buy | COGNEX CORP | $266 | +6.4% | 6,279 | +4.8% | 0.04% | +5.6% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $262 | -24.7% | 5,475 | -25.4% | 0.04% | -26.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $261 | +13.0% | 6,514 | +13.3% | 0.04% | +12.1% |
| CE | Sell | CELANESE CORP DEL | $262 | +7.8% | 1,524 | -2.4% | 0.04% | +5.7% |
| LRCX | New | LAM RESEARCH CORP | $255 | – | 263 | +100.0% | 0.04% | – |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $254 | +10.0% | 4,184 | +401.1% | 0.04% | +9.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $252 | -9.7% | 2,187 | -17.4% | 0.04% | -10.0% |
| CB | Sell | CHUBB LIMITED | $248 | +13.2% | 958 | -1.3% | 0.04% | +9.4% |
| UHAL | New | U HAUL HOLDING COMPANY | $249 | – | 3,693 | +100.0% | 0.04% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $239 | +5.8% | 3,303 | +13.1% | 0.03% | +3.0% |
| ACGL | New | ARCH CAP GROUP LTDord | $238 | – | 2,574 | +100.0% | 0.03% | – |
| SHW | SHERWIN WILLIAMS CO | $242 | +11.0% | 698 | 0.0% | 0.03% | +6.2% | |
| GPN | New | GLOBAL PMTS INC | $240 | – | 1,796 | +100.0% | 0.03% | – |
| CAT | New | CATERPILLAR INC | $231 | – | 630 | +100.0% | 0.03% | – |
| BP | BP PLCsponsored adr | $229 | +6.5% | 6,081 | 0.0% | 0.03% | +3.2% | |
| BKNG | Sell | BOOKING HOLDINGS INC | $225 | -2.6% | 62 | -4.6% | 0.03% | -3.0% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $222 | -47.8% | 5,416 | -47.8% | 0.03% | -50.0% |
| TM | New | TOYOTA MOTOR CORPads | $222 | – | 884 | +100.0% | 0.03% | – |
| TXT | New | TEXTRON INC | $221 | – | 2,305 | +100.0% | 0.03% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $218 | – | 873 | +100.0% | 0.03% | – |
| COHU | Sell | COHU INC | $217 | -13.2% | 6,513 | -7.7% | 0.03% | -13.9% |
| GS | New | GOLDMAN SACHS GROUP INC | $213 | – | 511 | +100.0% | 0.03% | – |
| CI | Sell | THE CIGNA GROUP | $209 | -58.3% | 575 | -65.7% | 0.03% | -58.9% |
| FANG | New | DIAMONDBACK ENERGY INC | $210 | – | 1,059 | +100.0% | 0.03% | – |
| DNB | New | DUN & BRADSTREET HLDGS INC | $202 | – | 20,117 | +100.0% | 0.03% | – |
| Sell | FIRST TR EXCHNG TRADED FD VIft vest u.s | $204 | -6.8% | 8,888 | -10.8% | 0.03% | -9.4% | |
| APLS | Sell | APELLIS PHARMACEUTICALS INC | $201 | -27.2% | 3,414 | -26.1% | 0.03% | -30.0% |
| GTX | GARRETT MOTION INC | $197 | +3.1% | 19,800 | 0.0% | 0.03% | 0.0% | |
| DEI | Buy | DOUGLAS EMMETT INC | $178 | -2.7% | 12,859 | +1.9% | 0.02% | -7.4% |
| Sell | WARNER BROS DISCOVERY INC | $160 | -24.2% | 18,322 | -1.4% | 0.02% | -25.8% | |
| MX | MAGNACHIP SEMICONDUCTOR CORP | $123 | -25.5% | 22,000 | 0.0% | 0.02% | -29.2% | |
| EPV | Sell | PROSHARES TRultsht ftse euro | $104 | -25.2% | 13,360 | -17.2% | 0.02% | -25.0% |
| ECF | ELLSWORTH GROWTH & INCOME FD | $94 | 0.0% | 11,636 | 0.0% | 0.01% | -7.1% | |
| WW | WW INTL INC | $37 | -78.9% | 20,000 | 0.0% | 0.01% | -80.0% | |
| GORO | GOLD RESOURCE CORP | $6 | +20.0% | 13,500 | 0.0% | 0.00% | 0.0% | |
| PINEAPPLE ENERGY INC | $2 | -90.0% | 34,604 | 0.0% | 0.00% | -100.0% | ||
| VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -10,658 | -100.0% | -0.02% | – |
| IGT | Exit | INTERNATIONAL GAME TECHNOLOG | $0 | – | -7,415 | -100.0% | -0.03% | – |
| TSLA | Exit | TESLA INC | $0 | – | -830 | -100.0% | -0.03% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,598 | -100.0% | -0.03% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -1,621 | -100.0% | -0.03% | – |
| HPQ | Exit | HP INC | $0 | – | -6,988 | -100.0% | -0.03% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -3,288 | -100.0% | -0.03% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -2,086 | -100.0% | -0.03% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -7,995 | -100.0% | -0.04% | – |
| WDIV | Exit | SPDR INDEX SHS FDSs&p glbdiv etf | $0 | – | -4,459 | -100.0% | -0.04% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,732 | -100.0% | -0.04% | – |
| EPAM | Exit | EPAM SYS INC | $0 | – | -1,224 | -100.0% | -0.05% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -1,433 | -100.0% | -0.05% | – |
| FMC | Exit | FMC CORP | $0 | – | -6,167 | -100.0% | -0.06% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -5,829 | -100.0% | -0.06% | – |
| COO | Exit | COOPER COS INC | $0 | – | -1,257 | -100.0% | -0.07% | – |
| VIPS | Exit | VIPSHOP HLDGS LTDsponsored ads a | $0 | – | -29,569 | -100.0% | -0.08% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -6,882 | -100.0% | -0.08% | – |
| YDEC | Exit | FIRST TR EXCHNG TRADED FD VIft cboe intl mod | $0 | – | -42,308 | -100.0% | -0.14% | – |
| PDD | Exit | PDD HOLDINGS INCsponsored ads | $0 | – | -9,067 | -100.0% | -0.19% | – |
| QTAP | Exit | INNOVATOR ETFS TRgrowth accele | $0 | – | -79,106 | -100.0% | -0.37% | – |
| Exit | DIREXION SHS ETF TRdaily csi 2x sh | $0 | – | -77,734 | -100.0% | -0.38% | – | |
| Exit | FIRST TR EXCHNG TRADED FD VIft cboe us eq md | $0 | – | -200,723 | -100.0% | -0.95% | – | |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -42,288 | -100.0% | -2.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 43 | Q2 2024 | 3.9% |
| PEPSICO INC COM | 43 | Q2 2024 | 5.0% |
| Exxon Mobil Corporation | 43 | Q2 2024 | 5.4% |
| JOHNSON & JOHNSON | 43 | Q2 2024 | 3.5% |
| Intl Business Machines | 43 | Q2 2024 | 3.9% |
| BRISTOL-MYERS SQUIBB CO | 43 | Q2 2024 | 3.1% |
| VERIZON COMMUNICATIONS INC | 43 | Q2 2024 | 3.1% |
| Cisco Systems Inc | 43 | Q2 2024 | 2.3% |
| WAL-MART STORES INC | 43 | Q2 2024 | 2.0% |
| CITIGROUP INC | 43 | Q2 2024 | 1.5% |
View ALTFEST L J & CO INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| 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 |
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.