$732 Thousand is the total value of ALTFEST L J & CO INC's 313 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 23.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TBJL | Sell | INNOVATOR ETFS TRUSTinvatr 20 pls 9 | $34,076 | -26.9% | 1,692,804 | -27.7% | 4.66% | -29.5% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $30,402 | +0.1% | 998,105 | -2.9% | 4.15% | -3.4% |
| Buy | MATTHEWS ASIA FDSasia innov activ | $29,972 | +7.7% | 1,110,089 | +0.6% | 4.10% | +3.9% | |
| NJUL | Sell | INNOVATOR ETFS TRUSTgrwt100 pwr buf | $26,089 | +1.3% | 438,771 | -1.7% | 3.56% | -2.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $22,664 | -0.8% | 227,801 | -0.9% | 3.10% | -4.3% |
| AAPL | Buy | APPLE INC | $22,599 | +23.9% | 107,297 | +0.9% | 3.09% | +19.6% |
| VOX | Sell | VANGUARD WORLD FD | $20,492 | +2.9% | 148,278 | -2.3% | 2.80% | -0.7% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $20,115 | – | 41,985 | +100.0% | 2.75% | – |
| MSFT | Buy | MICROSOFT CORP | $18,282 | +6.7% | 40,905 | +0.4% | 2.50% | +2.9% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $18,264 | +1.3% | 632,613 | +1.5% | 2.50% | -2.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $18,140 | +1.9% | 348,788 | +2.2% | 2.48% | -1.7% |
| AMZN | Sell | AMAZON COM INC | $16,906 | +5.9% | 87,481 | -1.2% | 2.31% | +2.2% |
| VPU | New | VANGUARD WORLD FDutilities etf | $16,873 | – | 114,069 | +100.0% | 2.30% | – |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $15,629 | +964.6% | 574,191 | +992.6% | 2.14% | +926.4% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $15,249 | +5.9% | 166,145 | +5.9% | 2.08% | +2.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $14,789 | -1.7% | 176,565 | +1.5% | 2.02% | -5.2% |
| EJAN | Buy | INNOVATOR ETFS TRUSTemrgng mkt jan | $14,204 | +5.4% | 476,162 | +2.3% | 1.94% | +1.7% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $12,327 | +4.7% | 123,173 | +5.5% | 1.68% | +1.0% |
| IJAN | Buy | INNOVATOR ETFS TRUSTintrnl dev jan | $12,281 | +2.6% | 390,953 | +2.2% | 1.68% | -1.0% |
| Buy | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $10,233 | +5.2% | 294,465 | +2.5% | 1.40% | +1.5% | |
| MBB | Buy | ISHARES TRmbs etf | $10,220 | +1.4% | 111,315 | +2.1% | 1.40% | -2.2% |
| Buy | RBB FD INCus treasr 10 yr | $10,162 | +2.0% | 233,887 | +3.4% | 1.39% | -1.6% | |
| KBE | Sell | SPDR SER TRs&p bk etf | $9,115 | -2.4% | 196,482 | -0.9% | 1.24% | -5.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $8,628 | +40.9% | 49,643 | +10.3% | 1.18% | +36.0% |
| OLP | ONE LIBERTY PPTYS INC | $8,377 | +3.9% | 356,763 | 0.0% | 1.14% | +0.4% | |
| LLY | Buy | ELI LILLY & CO | $7,537 | +21.6% | 8,324 | +4.5% | 1.03% | +17.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $7,170 | +9.8% | 39,092 | -8.9% | 0.98% | +5.9% |
| Buy | SIMPLIFY EXCHANGE TRADED FUNshort term trea | $6,049 | +109.1% | 283,723 | +114.5% | 0.83% | +101.5% | |
| NYF | Sell | ISHARES TRnew york mun etf | $5,924 | -44.1% | 110,966 | -43.6% | 0.81% | -46.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $5,830 | +4.0% | 92,738 | +1.0% | 0.80% | +0.4% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $5,607 | -34.1% | 118,815 | -33.8% | 0.77% | -36.5% |
| FB | Buy | META PLATFORMS INCcl a | $4,958 | +22.2% | 9,833 | +17.6% | 0.68% | +17.7% |
| KWEB | Sell | KRANESHARES TRUSTcsi chi internet | $4,772 | -27.0% | 176,617 | -29.0% | 0.65% | -29.5% |
| JPM | Sell | JPMORGAN CHASE & CO. | $4,247 | +0.8% | 20,996 | -0.2% | 0.58% | -2.7% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $4,109 | -11.0% | 73,322 | -6.9% | 0.56% | -14.1% |
| XBI | Buy | SPDR SER TRs&p biotech | $3,708 | +21.7% | 39,993 | +24.5% | 0.51% | +17.6% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,572 | +130.6% | 52,426 | +122.2% | 0.49% | +122.8% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,570 | +4.8% | 35,471 | +4.7% | 0.49% | +1.2% |
| SPGI | Buy | S&P GLOBAL INC | $3,377 | +5.0% | 7,573 | +0.1% | 0.46% | +1.1% |
| ABBV | Sell | ABBVIE INC | $3,307 | -16.9% | 19,281 | -11.8% | 0.45% | -19.9% |
| XOM | Sell | EXXON MOBIL CORP | $3,300 | -32.2% | 28,667 | -31.5% | 0.45% | -34.5% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $3,274 | +59.5% | 66,687 | +63.3% | 0.45% | +53.6% |
| NVDA | Buy | NVIDIA CORPORATION | $3,190 | +29.5% | 25,823 | +847.3% | 0.44% | +24.9% |
| Buy | RBB FD INCus treas 3 mnth | $3,091 | +1036.4% | 61,790 | +1038.6% | 0.42% | +982.1% | |
| FVAL | Sell | FIDELITY COVINGTON TRUSTvlu factor etf | $2,933 | -10.1% | 50,940 | -11.0% | 0.40% | -13.2% |
| ILF | Sell | ISHARES TRlatn amer 40 etf | $2,867 | -30.1% | 115,789 | -19.7% | 0.39% | -32.5% |
| Buy | ANGEL OAK FUNDS TRUSTmortgage backed | $2,852 | +122.1% | 335,495 | +121.1% | 0.39% | +114.3% | |
| MRK | Sell | MERCK & CO INC | $2,749 | -6.5% | 22,208 | -0.4% | 0.38% | -9.6% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $2,745 | +388.4% | 10,528 | +321.8% | 0.38% | +368.8% |
| BGLD | Sell | FIRST TR EXCHANGE-TRADED FDvest gold strtgy | $2,638 | -5.3% | 129,457 | -8.4% | 0.36% | -8.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,598 | -3.6% | 6,386 | -0.3% | 0.36% | -6.8% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $2,495 | -1.5% | 24,027 | -4.3% | 0.34% | -5.0% |
| INDA | Buy | ISHARES TRmsci india etf | $2,370 | +57.1% | 42,483 | +45.2% | 0.32% | +51.4% |
| IXC | Sell | ISHARES TRglobal energ etf | $2,332 | -9.8% | 56,178 | -6.7% | 0.32% | -12.8% |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $2,321 | +68.9% | 57,710 | +90.6% | 0.32% | +62.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,170 | -6.9% | 4,262 | -9.5% | 0.30% | -10.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,140 | -25.6% | 3,931 | -28.5% | 0.29% | -28.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,132 | -10.8% | 14,586 | -3.5% | 0.29% | -14.2% |
| PSEP | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $2,130 | +0.4% | 56,854 | -2.1% | 0.29% | -3.0% |
| EDV | Buy | VANGUARD WORLD FDextended dur | $2,115 | -1.0% | 28,811 | +3.3% | 0.29% | -4.6% |
| NOW | Buy | SERVICENOW INC | $2,019 | +5.2% | 2,567 | +1.9% | 0.28% | +1.5% |
| ORCL | Buy | ORACLE CORP | $2,003 | +24.9% | 14,188 | +11.1% | 0.27% | +20.7% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $1,993 | +60.1% | 58,733 | +49.2% | 0.27% | +54.5% |
| HD | Buy | HOME DEPOT INC | $1,963 | -10.1% | 5,702 | +0.2% | 0.27% | -13.3% |
| ASML | Sell | ASML HOLDING N V | $1,923 | +5.3% | 1,879 | -0.2% | 0.26% | +1.5% |
| EWY | Buy | ISHARES INCmsci sth kor etf | $1,892 | +1.6% | 28,622 | +3.1% | 0.26% | -1.9% |
| SRVR | New | PACER FDS TRdata and infrast | $1,842 | – | 67,368 | +100.0% | 0.25% | – |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $1,832 | -7.0% | 23,388 | -1.5% | 0.25% | -10.4% |
| MFEM | Sell | PIMCO EQUITY SERrafi dyn emerg | $1,800 | -5.7% | 87,978 | -9.8% | 0.25% | -8.9% |
| AXON | AXON ENTERPRISE INC | $1,765 | -6.0% | 6,000 | 0.0% | 0.24% | -9.4% | |
| V | Sell | VISA INC | $1,741 | -10.3% | 6,632 | -4.7% | 0.24% | -13.5% |
| NFLX | Sell | NETFLIX INC | $1,699 | +0.6% | 2,518 | -9.5% | 0.23% | -2.9% |
| AMGN | Buy | AMGEN INC | $1,667 | +21.6% | 5,336 | +10.7% | 0.23% | +17.5% |
| New | FIRST TR EXCHNG TRADED FD VIvest nasdaq 100 | $1,649 | – | 80,435 | +100.0% | 0.22% | – | |
| CNQ | Buy | CANADIAN NAT RES LTD | $1,641 | +55.8% | 46,094 | +234.2% | 0.22% | +50.3% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $1,596 | -7.3% | 38,423 | -4.4% | 0.22% | -10.7% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,558 | +3.5% | 40,547 | +5.1% | 0.21% | 0.0% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $1,553 | -5.2% | 21,579 | -10.8% | 0.21% | -8.6% |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $1,539 | – | 65,297 | +100.0% | 0.21% | – |
| DIS | Sell | DISNEY WALT CO | $1,517 | -45.8% | 15,280 | -33.2% | 0.21% | -47.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,509 | +0.2% | 3,231 | -2.4% | 0.21% | -3.3% |
| MELI | Buy | MERCADOLIBRE INC | $1,510 | +10.1% | 919 | +1.3% | 0.21% | +6.2% |
| BRT | BRT APARTMENTS CORP | $1,508 | +3.9% | 86,348 | 0.0% | 0.21% | +0.5% | |
| WMT | Sell | WALMART INC | $1,422 | +12.1% | 20,995 | -0.5% | 0.19% | +7.8% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $1,391 | -9.7% | 42,585 | -13.4% | 0.19% | -12.8% |
| DEED | Sell | FIRST TR EXCHNG TRADED FD VItcw securitized | $1,381 | -27.8% | 66,933 | -27.5% | 0.19% | -30.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,365 | +18.0% | 1,606 | +1.7% | 0.19% | +13.4% |
| APP | Sell | APPLOVIN CORP | $1,352 | +12.1% | 16,242 | -6.8% | 0.18% | +8.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,347 | -22.4% | 7,786 | -14.3% | 0.18% | -25.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,322 | +17.9% | 7,258 | -2.3% | 0.18% | +13.8% |
| QCOM | Sell | QUALCOMM INC | $1,318 | +15.5% | 6,617 | -1.8% | 0.18% | +11.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,298 | +10.1% | 48,869 | +4.7% | 0.18% | +6.0% |
| VHT | Buy | VANGUARD WORLD FDhealth car etf | $1,258 | +6.8% | 4,729 | +8.6% | 0.17% | +3.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,255 | +1.5% | 12,933 | +2.5% | 0.17% | -2.3% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,242 | -25.5% | 15,924 | -35.2% | 0.17% | -28.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $1,237 | -11.8% | 16,692 | -9.5% | 0.17% | -15.1% |
| New | FIRST TR EXCHNG TRADED FD VI | $1,202 | – | 64,699 | +100.0% | 0.16% | – | |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,190 | +43.4% | 16,374 | +52.0% | 0.16% | +38.1% |
| PFE | Buy | PFIZER INC | $1,181 | +2.3% | 42,208 | +1.5% | 0.16% | -1.2% |
| ABT | Sell | ABBOTT LABS | $1,170 | -12.4% | 11,264 | -4.1% | 0.16% | -15.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,166 | -11.5% | 16,047 | -9.6% | 0.16% | -15.0% |
| NFRA | Sell | FLEXSHARES TRstoxx globr inf | $1,129 | -13.0% | 21,224 | -10.8% | 0.15% | -16.3% |
| BBH | Sell | VANECK ETF TRUSTbiotech etf | $1,125 | -14.3% | 6,682 | -15.4% | 0.15% | -17.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,103 | -3.9% | 14,178 | +0.6% | 0.15% | -7.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,095 | -23.6% | 26,366 | -0.3% | 0.15% | -26.1% |
| CSCO | Sell | CISCO SYS INC | $1,095 | -5.0% | 23,042 | -0.3% | 0.15% | -8.0% |
| PEP | Buy | PEPSICO INC | $1,092 | -5.0% | 6,619 | +0.8% | 0.15% | -8.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,085 | -19.7% | 2,028 | -16.5% | 0.15% | -22.5% |
| DHR | Sell | DANAHER CORPORATION | $1,067 | -19.3% | 4,272 | -19.3% | 0.15% | -21.9% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $1,069 | -62.8% | 19,718 | -66.6% | 0.15% | -64.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,049 | +10.9% | 998 | +1.5% | 0.14% | +6.7% |
| KO | Buy | COCA COLA CO | $1,036 | +4.5% | 16,273 | +0.4% | 0.14% | +1.4% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,038 | +1.1% | 6,076 | -2.8% | 0.14% | -2.1% |
| ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $1,011 | -1.1% | 25,622 | +5.9% | 0.14% | -4.8% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,007 | -11.0% | 12,562 | -18.8% | 0.14% | -13.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,008 | -5.6% | 2,285 | +3.1% | 0.14% | -8.6% |
| SLV | Sell | ISHARES SILVER TRishares | $997 | -62.2% | 37,525 | -67.7% | 0.14% | -63.6% |
| COP | Buy | CONOCOPHILLIPS | $967 | -1.4% | 8,452 | +9.6% | 0.13% | -5.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $957 | +43.7% | 12,423 | +27.8% | 0.13% | +39.4% |
| ADBE | Buy | ADOBE INC | $954 | +10.9% | 1,717 | +0.7% | 0.13% | +6.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $948 | +43.9% | 1,732 | +38.1% | 0.13% | +39.8% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $938 | -6.3% | 6,438 | -5.0% | 0.13% | -9.9% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $921 | -26.3% | 4,740 | -25.0% | 0.13% | -28.8% |
| RTX | Sell | RTX CORPORATION | $925 | -11.1% | 9,214 | -13.7% | 0.13% | -14.3% |
| CPRT | Buy | COPART INC | $906 | -1.4% | 16,721 | +5.4% | 0.12% | -4.6% |
| UHT | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $879 | +6.7% | 22,449 | 0.0% | 0.12% | +2.6% | |
| AON | Buy | AON PLC | $880 | -5.7% | 2,996 | +7.2% | 0.12% | -9.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $873 | +14.9% | 1,963 | +3.0% | 0.12% | +10.2% |
| EWW | New | ISHARES INCmsci mexico etf | $856 | – | 15,114 | +100.0% | 0.12% | – |
| Buy | INNOVATOR ETFS TRUSTgrowth accelrtd | $844 | +7.5% | 30,703 | +4.4% | 0.12% | +3.6% | |
| HDB | Buy | HDFC BANK LTDsponsored ads | $832 | +56.4% | 12,937 | +36.0% | 0.11% | +52.0% |
| BAC | Buy | BANK AMERICA CORP | $817 | +5.6% | 20,546 | +0.7% | 0.11% | +1.8% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $823 | -66.7% | 12,349 | -65.6% | 0.11% | -67.9% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $804 | -34.4% | 17,718 | -34.1% | 0.11% | -36.8% |
| EFV | Sell | ISHARES TReafe value etf | $788 | -9.7% | 14,856 | -7.5% | 0.11% | -12.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $793 | -11.0% | 19,230 | -9.4% | 0.11% | -14.3% |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $778 | -2.5% | 11,981 | 0.0% | 0.11% | -6.2% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $767 | +4.2% | 38,387 | +5.8% | 0.10% | +1.0% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $751 | +8.7% | 7,447 | 0.0% | 0.10% | +5.1% | |
| AXP | Buy | AMERICAN EXPRESS CO | $744 | +2.3% | 3,212 | +0.7% | 0.10% | -1.0% |
| MDT | Buy | MEDTRONIC PLC | $746 | -9.2% | 9,476 | +0.4% | 0.10% | -12.1% |
| VPN | Sell | GLOBAL X FDSdata ctr & digit | $736 | -5.4% | 48,871 | -2.3% | 0.10% | -8.2% |
| SHOP | New | SHOPIFY INCcl a | $734 | – | 11,119 | +100.0% | 0.10% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $717 | -1.2% | 1,297 | +3.8% | 0.10% | -4.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $719 | +0.1% | 4,363 | -1.4% | 0.10% | -3.9% |
| BA | Sell | BOEING CO | $703 | -46.2% | 3,863 | -42.9% | 0.10% | -48.1% |
| FNDF | Sell | SCHWAB STRATEGIC TRfundamental intl | $699 | -8.4% | 19,951 | -6.8% | 0.10% | -11.1% |
| GLD | Sell | SPDR GOLD TR | $696 | -0.9% | 3,238 | -5.0% | 0.10% | -4.0% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $693 | +67.4% | 5,023 | +41.8% | 0.10% | +61.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $686 | +6.7% | 2,563 | +3.6% | 0.09% | +3.3% |
| INTC | Sell | INTEL CORP | $686 | -31.3% | 22,154 | -2.1% | 0.09% | -33.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $690 | +14.8% | 1,472 | +2.4% | 0.09% | +10.6% |
| PAUG | Sell | INNOVATOR ETFS TRUSTus eqty pwr bf | $683 | -1.2% | 18,708 | -4.2% | 0.09% | -5.1% |
| KLAC | Sell | KLA CORP | $683 | +17.0% | 829 | -1.0% | 0.09% | +12.0% |
| IBN | Buy | ICICI BANK LIMITEDadr | $670 | +11.5% | 23,249 | +2.1% | 0.09% | +8.2% |
| ALC | Sell | ALCON AG | $671 | -4.3% | 7,534 | -10.4% | 0.09% | -7.1% |
| DESP | Buy | DESPEGAR COM CORP | $674 | +16.2% | 50,972 | +5.1% | 0.09% | +12.2% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $664 | +216.2% | 3,317 | +213.2% | 0.09% | +203.3% |
| GLTR | Sell | ABRDN PRECIOUS METALS BASKETphyscl precs met | $666 | -6.5% | 6,471 | -13.2% | 0.09% | -9.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $658 | +5.3% | 10,904 | +5.2% | 0.09% | +2.3% |
| Buy | GE AEROSPACE | $647 | -8.6% | 4,072 | +0.9% | 0.09% | -12.0% | |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $644 | +4.7% | 13,378 | +4.9% | 0.09% | +1.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $644 | -40.3% | 8,741 | -41.4% | 0.09% | -42.5% |
| T | Sell | AT&T INC | $634 | +2.3% | 33,181 | -5.8% | 0.09% | -1.1% |
| ERO | New | ERO COPPER CORP | $630 | – | 29,447 | +100.0% | 0.09% | – |
| USB | Buy | US BANCORP DEL | $619 | -10.9% | 15,604 | +0.4% | 0.08% | -13.3% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $614 | +2.2% | 5,462 | +0.1% | 0.08% | -1.2% |
| MGK | VANGUARD WORLD FDmega grwth ind | $611 | +9.7% | 1,945 | 0.0% | 0.08% | +5.1% | |
| MMM | Sell | 3M CO | $604 | -21.0% | 5,906 | -18.1% | 0.08% | -23.1% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $608 | +2.5% | 17,075 | +3.1% | 0.08% | -1.2% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $597 | -3.6% | 7,101 | +0.1% | 0.08% | -6.8% |
| CRM | Sell | SALESFORCE INC | $580 | -46.2% | 2,255 | -37.0% | 0.08% | -48.4% |
| QFIN | Buy | QIFU TECHNOLOGY INCamerican dep | $568 | +7.6% | 28,793 | +0.4% | 0.08% | +4.0% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $565 | -17.2% | 11,587 | -14.8% | 0.08% | -20.6% |
| CFG | Buy | CITIZENS FINL GROUP INC | $566 | +2.5% | 15,702 | +3.2% | 0.08% | -1.3% |
| BURL | Buy | BURLINGTON STORES INC | $554 | +12.8% | 2,309 | +9.2% | 0.08% | +8.6% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $553 | -6.3% | 4,666 | -4.3% | 0.08% | -9.5% |
| WFC | Buy | WELLS FARGO CO NEW | $546 | +3.4% | 9,201 | +1.0% | 0.08% | 0.0% |
| RH | Buy | RH | $552 | +26.3% | 2,257 | +79.7% | 0.08% | +21.0% |
| PGR | Sell | PROGRESSIVE CORP | $546 | -13.7% | 2,628 | -14.2% | 0.08% | -16.7% |
| Sell | SCHWAB CHARLES FAMILY FDamt tax free mny | $538 | -7.4% | 537,824 | -7.4% | 0.07% | -9.8% | |
| FQAL | Sell | FIDELITY COVINGTON TRUSTqlty fctor etf | $531 | -34.6% | 8,663 | -37.1% | 0.07% | -36.5% |
| CMS | New | CMS ENERGY CORP | $534 | – | 8,963 | +100.0% | 0.07% | – |
| DHI | New | D R HORTON INC | $533 | – | 3,785 | +100.0% | 0.07% | – |
| DTE | New | DTE ENERGY CO | $535 | – | 4,819 | +100.0% | 0.07% | – |
| LNT | New | ALLIANT ENERGY CORP | $532 | – | 10,443 | +100.0% | 0.07% | – |
| VAC | Buy | MARRIOTT VACATIONS WORLDWIDE | $517 | -18.6% | 5,921 | +0.5% | 0.07% | -21.1% |
| PJUL | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $520 | +0.6% | 13,394 | -1.7% | 0.07% | -2.7% |
| IVW | ISHARES TRs&p 500 grwt etf | $515 | +9.6% | 5,566 | 0.0% | 0.07% | +4.5% | |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $513 | +63.4% | 2,112 | +0.6% | 0.07% | +59.1% |
| IMCV | ISHARES TRmrgstr md cp val | $515 | -3.2% | 7,330 | 0.0% | 0.07% | -6.7% | |
| PLD | Buy | PROLOGIS INC. | $513 | +2.6% | 4,568 | +19.0% | 0.07% | -1.4% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $515 | +5.7% | 20,253 | +6.6% | 0.07% | +1.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $509 | -25.5% | 1,679 | -14.8% | 0.07% | -27.8% |
| EVRG | New | EVERGY INC | $503 | – | 9,501 | +100.0% | 0.07% | – |
| BFB | Buy | BROWN FORMAN CORPcl b | $508 | -16.2% | 11,766 | +0.3% | 0.07% | -19.8% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $502 | -0.8% | 10,579 | +2.9% | 0.07% | -4.2% |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $503 | – | 5,493 | +100.0% | 0.07% | – |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $491 | -5.8% | 11,346 | -8.9% | 0.07% | -9.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $480 | -3.8% | 5,363 | -2.3% | 0.07% | -7.0% |
| CPNG | Buy | COUPANG INCcl a | $481 | +21.8% | 22,955 | +3.5% | 0.07% | +17.9% |
| NTR | Buy | NUTRIEN LTD | $480 | +0.6% | 9,425 | +7.3% | 0.07% | -2.9% |
| IBB | Sell | ISHARES TRishares biotech | $482 | -5.7% | 3,515 | -5.6% | 0.07% | -8.3% |
| ROST | Buy | ROSS STORES INC | $472 | +21.0% | 3,249 | +22.3% | 0.06% | +16.4% |
| NVS | Sell | NOVARTIS AGsponsored adr | $470 | +8.5% | 4,417 | -1.2% | 0.06% | +4.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $468 | -33.5% | 11,954 | -26.4% | 0.06% | -36.0% |
| ICLR | Buy | ICON PLC | $464 | +19.6% | 1,479 | +28.2% | 0.06% | +14.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $460 | +23.3% | 7,159 | +19.1% | 0.06% | +18.9% |
| IEO | Sell | ISHARES TRus oil gs ex etf | $453 | -12.7% | 4,552 | -6.2% | 0.06% | -15.1% |
| CSGP | Buy | COSTAR GROUP INC | $451 | -7.4% | 6,077 | +20.5% | 0.06% | -10.1% |
| GLOB | New | GLOBANT S A | $452 | – | 2,536 | +100.0% | 0.06% | – |
| GLW | New | CORNING INC | $449 | – | 11,548 | +100.0% | 0.06% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $446 | +8.0% | 2,451 | +10.9% | 0.06% | +5.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $436 | -8.4% | 1,001 | +0.6% | 0.06% | -10.4% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $431 | -15.7% | 30,461 | -18.1% | 0.06% | -18.1% |
| New | PIMCO ETF TRmultisector bd | $425 | – | 16,583 | +100.0% | 0.06% | – | |
| ANTM | Buy | ELEVANCE HEALTH INC | $422 | +5.8% | 780 | +1.4% | 0.06% | +3.6% |
| SLB | Buy | SCHLUMBERGER LTD | $421 | +30.7% | 8,920 | +52.0% | 0.06% | +26.1% |
| JCI | JOHNSON CTLS INTL PLC | $414 | +1.7% | 6,225 | 0.0% | 0.06% | -1.7% | |
| PM | Sell | PHILIP MORRIS INTL INC | $409 | +7.1% | 4,035 | -3.3% | 0.06% | +3.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $413 | +10.1% | 3,243 | +1.3% | 0.06% | +5.7% |
| SBUX | Sell | STARBUCKS CORP | $410 | -21.2% | 5,269 | -7.4% | 0.06% | -24.3% |
| Sell | COOPER COS INC | $402 | -25.0% | 4,603 | -12.9% | 0.06% | -27.6% | |
| CGNX | Buy | COGNEX CORP | $398 | +49.6% | 8,518 | +35.7% | 0.05% | +42.1% |
| UJUL | INNOVATOR ETFS TRUSTus eqt ultra bf | $386 | +2.1% | 11,874 | 0.0% | 0.05% | -1.9% | |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $381 | +3.5% | 33,250 | +0.1% | 0.05% | 0.0% |
| UE | URBAN EDGE PPTYS | $380 | +6.7% | 20,598 | 0.0% | 0.05% | +4.0% | |
| C | Sell | CITIGROUP INC | $382 | -3.5% | 6,013 | -3.9% | 0.05% | -7.1% |
| MU | Sell | MICRON TECHNOLOGY INC | $374 | -47.6% | 2,847 | -53.0% | 0.05% | -49.5% |
| ECON | Sell | COLUMBIA ETF TR IIresearch enhancd | $369 | -32.2% | 17,642 | -33.2% | 0.05% | -35.1% |
| ALB | Buy | ALBEMARLE CORP | $369 | +36.2% | 3,858 | +87.8% | 0.05% | +31.6% |
| DNB | Buy | DUN & BRADSTREET HLDGS INC | $360 | +78.2% | 38,842 | +93.1% | 0.05% | +69.0% |
| CL | COLGATE PALMOLIVE CO | $350 | +8.0% | 3,602 | 0.0% | 0.05% | +4.3% | |
| BK | BANK NEW YORK MELLON CORP | $350 | +3.9% | 5,842 | 0.0% | 0.05% | 0.0% | |
| IYW | ISHARES TRu.s. tech etf | $351 | +11.4% | 2,330 | 0.0% | 0.05% | +6.7% | |
| MTB | Buy | M & T BK CORP | $350 | +7.0% | 2,314 | +3.0% | 0.05% | +4.3% |
| GNRC | New | GENERAC HLDGS INC | $349 | – | 2,640 | +100.0% | 0.05% | – |
| MKSI | Sell | MKS INSTRS INC | $351 | -16.6% | 2,686 | -15.2% | 0.05% | -20.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $345 | -21.8% | 1,445 | -18.2% | 0.05% | -24.2% |
| FNDC | Buy | SCHWAB STRATEGIC TRfundamental intl | $345 | -1.7% | 9,922 | +0.2% | 0.05% | -6.0% |
| CSX | Sell | CSX CORP | $337 | -15.5% | 10,064 | -6.5% | 0.05% | -17.9% |
| VTC | Sell | VANGUARD SCOTTSDALE FDStotal corp bnd | $334 | -5.9% | 4,418 | -4.6% | 0.05% | -8.0% |
| CVX | Buy | CHEVRON CORP NEW | $339 | +2.1% | 2,168 | +2.9% | 0.05% | -2.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $335 | -13.9% | 1,483 | -20.6% | 0.05% | -16.4% |
| ARGX | Buy | ARGENX SEsponsored adr | $336 | +9.4% | 782 | +0.4% | 0.05% | +7.0% |
| MCD | Buy | MCDONALDS CORP | $335 | -9.5% | 1,315 | +0.2% | 0.05% | -11.5% |
| A | Buy | AGILENT TECHNOLOGIES INC | $332 | -10.3% | 2,562 | +0.8% | 0.04% | -13.5% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $313 | +2.6% | 5,000 | +4661.9% | 0.04% | 0.0% |
| MRCY | New | MERCURY SYS INC | $315 | – | 11,677 | +100.0% | 0.04% | – |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $305 | -12.4% | 1,931 | -28.2% | 0.04% | -14.3% |
| INTU | Sell | INTUIT | $307 | -0.3% | 467 | -1.3% | 0.04% | -4.5% |
| SO | Sell | SOUTHERN CO | $306 | -7.8% | 3,950 | -14.6% | 0.04% | -10.6% |
| EMXC | New | ISHARES INCmsci emrg chn | $310 | – | 5,243 | +100.0% | 0.04% | – |
| VOO | Buy | VANGUARD INDEX FDS | $306 | +4.8% | 611 | +0.5% | 0.04% | +2.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $298 | 0.0% | 1,859 | +1.6% | 0.04% | -2.4% |
| BX | BLACKSTONE INC | $295 | -5.8% | 2,386 | 0.0% | 0.04% | -9.1% | |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $290 | -0.7% | 503 | -9.7% | 0.04% | -2.4% |
| XHB | Buy | SPDR SER TRs&p homebuild | $295 | -9.5% | 2,920 | +0.1% | 0.04% | -13.0% |
| Sell | J P MORGAN EXCHANGE TRADED Fsustainable muni | $283 | -16.3% | 5,635 | -16.0% | 0.04% | -18.8% | |
| FSLR | New | FIRST SOLAR INC | $279 | – | 1,237 | +100.0% | 0.04% | – |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $275 | -19.4% | 1,718 | +0.5% | 0.04% | -20.8% |
| TFJL | Sell | INNOVATOR ETFS TRUSTinvtor 2 pls 5 | $268 | -7.6% | 13,519 | -5.1% | 0.04% | -9.8% |
| XLF | SELECT SECTOR SPDR TRfinancial | $271 | -2.5% | 6,594 | 0.0% | 0.04% | -5.1% | |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $272 | – | 13,312 | +100.0% | 0.04% | – |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $274 | -19.4% | 2,521 | -2.2% | 0.04% | -22.9% |
| BFA | BROWN FORMAN CORPcl a | $265 | -16.7% | 6,000 | 0.0% | 0.04% | -20.0% | |
| QLD | Sell | PROSHARES TR | $263 | -98.6% | 2,635 | -94.2% | 0.04% | -98.7% |
| Sell | MATTHEWS ASIA FDSchina active etf | $262 | -17.1% | 13,643 | -18.9% | 0.04% | -20.0% | |
| EFG | New | ISHARES TReafe grwth etf | $260 | – | 2,538 | +100.0% | 0.04% | – |
| ABNB | Buy | AIRBNB INC | $262 | -4.4% | 1,729 | +4.1% | 0.04% | -7.7% |
| New | NEXTRACKER INC | $254 | – | 5,419 | +100.0% | 0.04% | – | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $258 | +2.4% | 2,172 | -0.7% | 0.04% | -2.8% |
| BKNG | Buy | BOOKING HOLDINGS INC | $254 | +12.9% | 64 | +3.2% | 0.04% | +9.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $255 | +19.7% | 563 | +10.2% | 0.04% | +16.7% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $253 | – | 3,517 | +100.0% | 0.04% | – |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $259 | -12.2% | 2,768 | -11.2% | 0.04% | -16.7% |
| SNPS | New | SYNOPSYS INC | $253 | – | 425 | +100.0% | 0.04% | – |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $246 | -3.1% | 4,195 | +0.3% | 0.03% | -5.6% |
| New | ARM HOLDINGS PLCsponsored ads | $239 | – | 1,458 | +100.0% | 0.03% | – | |
| TFX | New | TELEFLEX INCORPORATED | $243 | – | 1,156 | +100.0% | 0.03% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $239 | 0.0% | 3,317 | +0.4% | 0.03% | -2.9% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $245 | -26.4% | 1,013 | -0.3% | 0.03% | -29.8% |
| CB | Sell | CHUBB LIMITED | $242 | -2.4% | 949 | -0.9% | 0.03% | -5.7% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $240 | -8.0% | 6,038 | -7.3% | 0.03% | -10.8% |
| BAX | Buy | BAXTER INTL INC | $231 | -21.4% | 6,899 | +0.4% | 0.03% | -23.8% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $229 | -12.6% | 4,711 | -14.0% | 0.03% | -16.2% |
| TCOM | Sell | TRIP COM GROUP LTDads | $224 | -39.1% | 4,773 | -43.0% | 0.03% | -40.4% |
| BRP | Sell | THE BALDWIN INSURANCE GRP IN | $230 | -23.3% | 6,483 | -37.4% | 0.03% | -26.2% |
| UHAL | Buy | U HAUL HOLDING COMPANY | $229 | -8.0% | 3,706 | +0.4% | 0.03% | -11.4% |
| New | NU HLDGS LTD | $226 | – | 17,504 | +100.0% | 0.03% | – | |
| MRNA | New | MODERNA INC | $225 | – | 1,897 | +100.0% | 0.03% | – |
| TSLA | New | TESLA INC | $217 | – | 1,098 | +100.0% | 0.03% | – |
| COHU | Buy | COHU INC | $216 | -0.5% | 6,528 | +0.2% | 0.03% | -3.2% |
| CAT | Buy | CATERPILLAR INC | $218 | -5.6% | 654 | +3.8% | 0.03% | -9.1% |
| BP | Sell | BP PLCsponsored adr | $219 | -4.4% | 6,053 | -0.5% | 0.03% | -6.2% |
| TRV | Sell | TRAVELERS COMPANIES INC | $218 | -31.9% | 1,070 | -23.1% | 0.03% | -33.3% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $211 | -3.2% | 812 | -7.0% | 0.03% | -6.5% |
| HPQ | New | HP INC | $213 | – | 6,069 | +100.0% | 0.03% | – |
| LRCX | Sell | LAM RESEARCH CORP | $215 | -15.7% | 202 | -23.2% | 0.03% | -19.4% |
| New | SHELL PLCspon ads | $211 | – | 2,929 | +100.0% | 0.03% | – | |
| KJUL | Sell | INNOVATOR ETFS TRUSTus sml cp pwr b | $210 | -21.3% | 7,608 | -19.9% | 0.03% | -23.7% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $203 | -27.0% | 1,900 | -26.1% | 0.03% | -28.2% |
| CE | CELANESE CORP DEL | $206 | -21.4% | 1,524 | 0.0% | 0.03% | -24.3% | |
| New | GE VERNOVA INC | $201 | – | 1,170 | +100.0% | 0.03% | – | |
| AVGO | New | BROADCOM INC | $201 | – | 125 | +100.0% | 0.03% | – |
| New | DOUGLAS ELLIMAN INC | $155 | – | 133,270 | +100.0% | 0.02% | – | |
| Sell | WARNER BROS DISCOVERY INC | $134 | -16.2% | 17,961 | -2.0% | 0.02% | -21.7% | |
| MX | MAGNACHIP SEMICONDUCTOR CORP | $107 | -13.0% | 22,000 | 0.0% | 0.02% | -11.8% | |
| ECF | ELLSWORTH GROWTH & INCOME FD | $96 | +2.1% | 11,636 | 0.0% | 0.01% | 0.0% | |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $91 | -82.0% | 15,519 | -78.8% | 0.01% | -83.3% |
| HTZZW | New | HERTZ GLOBAL HLDGS INC*w exp 06/30/205 | $49 | – | 20,000 | +100.0% | 0.01% | – |
| WW | WW INTL INC | $23 | -37.8% | 20,000 | 0.0% | 0.00% | -40.0% | |
| GORO | GOLD RESOURCE CORP | $5 | -16.7% | 13,500 | 0.0% | 0.00% | 0.0% | |
| Exit | PINEAPPLE ENERGY INC | $0 | – | -34,604 | -100.0% | 0.00% | – | |
| EPV | Exit | PROSHARES TRultsht ftse euro | $0 | – | -13,360 | -100.0% | -0.02% | – |
| DEI | Exit | DOUGLAS EMMETT INC | $0 | – | -12,859 | -100.0% | -0.02% | – |
| APLS | Exit | APELLIS PHARMACEUTICALS INC | $0 | – | -3,414 | -100.0% | -0.03% | – |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -19,800 | -100.0% | -0.03% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIft vest u.s | $0 | – | -8,888 | -100.0% | -0.03% | – | |
| CI | Exit | THE CIGNA GROUP | $0 | – | -575 | -100.0% | -0.03% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -5,416 | -100.0% | -0.03% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -2,305 | -100.0% | -0.03% | – |
| TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -884 | -100.0% | -0.03% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -698 | -100.0% | -0.03% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -1,796 | -100.0% | -0.03% | – |
| ACGL | Exit | ARCH CAP GROUP LTDord | $0 | – | -2,574 | -100.0% | -0.03% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -4,168 | -100.0% | -0.04% | – |
| SQM | Exit | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $0 | – | -5,933 | -100.0% | -0.04% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -8,629 | -100.0% | -0.04% | – |
| UI | Exit | UBIQUITI INC | $0 | – | -2,757 | -100.0% | -0.04% | – |
| HUM | Exit | HUMANA INC | $0 | – | -1,036 | -100.0% | -0.05% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -5,056 | -100.0% | -0.05% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -2,316 | -100.0% | -0.05% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -2,408 | -100.0% | -0.05% | – |
| BILI | Exit | BILIBILI INCspons ads rep z | $0 | – | -36,622 | -100.0% | -0.06% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,486 | -100.0% | -0.06% | – |
| RMD | Exit | RESMED INC | $0 | – | -2,293 | -100.0% | -0.06% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -3,266 | -100.0% | -0.07% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -5,419 | -100.0% | -0.07% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -8,383 | -100.0% | -0.08% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -4,841 | -100.0% | -0.08% | – |
| VALEP | Exit | VALE S Asponsored ads | $0 | – | -58,742 | -100.0% | -0.10% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -4,084 | -100.0% | -0.10% | – |
| GII | Exit | SPDR INDEX SHS FDSs&p gblinf etf | $0 | – | -14,042 | -100.0% | -0.11% | – |
| FEI | Exit | FIRST TR MLP & ENERGY INCOM | $0 | – | -117,642 | -100.0% | -0.16% | – |
| QTJL | Exit | INNOVATOR ETFS TRUSTgrwt aclrtd plus | $0 | – | -69,177 | -100.0% | -0.29% | – |
| Exit | TIDAL ETF TRfoliobeyond alte | $0 | – | -67,893 | -100.0% | -0.32% | – | |
| Exit | FIRST TR EXCHNG TRADED FD VIft vest u.s eqt | $0 | – | -146,486 | -100.0% | -0.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-07
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.