ALTFEST L J & CO INCStock Holdings
|
|
13F Holdings
$790.65 million
$ Current Holdings
168
# Current Holdings
18
# Positions Opened
62
# Positions Increased
36
# Positions Closed
Holdings $ value (long only)
# of positions
You need to login to see this data
Holding by sector
You need to login to see this data
Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MDY | SPDR S&P MIDCAP 400 ETF Trust | $50,889,833 | 1,317,950 | 1,317,950 | 1,358,447 | 1,154,315 | 1,142,288 | 999,989 | 1,280,823 | 1,273,873 | 955,164 | |
| VANGUARD MALVERN FUNDS | $50,181,680 | 1,004,638 | 1,004,638 | 624,486 | 640,169 | 359,042 | 394,632 | 0 | 0 | 4,711 | ||
| INVESCO EXCHANGE-TRADED FUND TRUST | $49,965,625 | 260,462 | 260,462 | 276,632 | 198,336 | 199,365 | 90,606 | 0 | 47,014 | 57,710 | ||