Notify me when ALTFEST L J & CO INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 330 | $913,549,155 | +$127,388,064 | -$120,555,509 | +$6,832,555 | QQQM, UTEN, STIP, MINV, VTIP | 13F-HR | 22 Jan 2026, 20:00 |
| Q3 2025 | 330 | $896,295,493 | +$177,424,691 | -$181,759,208 | -$4,334,517 | QQQM, UTEN, STIP, MINV, VTIP | 13F-HR | 21 Oct 2025, 12:56 |
| Q2 2025 | 332 | $848,034,481 | +$267,066,696 | -$255,048,264 | +$12,018,432 | UTEN, QQQM, STIP, EMLP, MINV | 13F-HR | 08 Aug 2025, 12:02 |
| Q1 2025 | 319 | $797,489,329 | +$262,652,772 | -$244,195,694 | +$18,457,078 | SCHP, EMLP, VGSH, UTEN, AAPL | 13F-HR | 09 May 2025, 16:35 |
| Q4 2024 | 332 | $784,109,110 | +$172,101,692 | -$117,096,338 | +$55,005,354 | EMLP, VGSH, BIL, AAPL, MINV | 13F-HR | 07 Feb 2025, 12:09 |
| Q3 2024 | 332 | $751,234,000 | +$156,992,846 | -$180,959,859 | -$23,967,013 | EMLP, MINV, AAPL, STIP, BIL | 13F-HR | 05 Nov 2024, 10:32 |
| Q2 2024 | 313 | $731,913,000 | +$100,410,616 | -$68,476,131 | +$31,934,485 | TBJL, EMLP, MINV, NJUL, STIP | 13F-HR | 07 Aug 2024, 12:30 |
| Q1 2024 | 311 | $687,504,000 | +$51,749,305 | -$80,163,813 | -$28,414,508 | TBJL, EMLP, MINV, NJUL, STIP | 13F-HR | 22 Apr 2024, 14:32 |
| Q4 2023 | 302 | $689,730,000 | +$131,625,762 | -$122,775,546 | +$8,850,216 | TBJL, EMLP, NJUL, STIP, MINV | 13F-HR | 18 Jan 2024, 11:01 |
| Q3 2023 | 287 | $633,974,000 | +$131,947,160 | -$140,531,612 | -$8,584,452 | NJUL, TBJL, EMLP, MINV, STIP | 13F-HR | 26 Oct 2023, 12:12 |
| Q2 2023 | 287 | $665,434,000 | +$116,903,970 | -$103,174,738 | +$13,729,232 | PSEP, TBJL, STIP, EMLP, MINV | 13F-HR | 09 Aug 2023, 16:21 |
| Q1 2023 | 272 | $638,341,000 | +$165,517,796 | -$154,331,578 | +$11,186,218 | TBJL, STIP, PSEP, EMLP, FMAY | 13F-HR | 20 Apr 2023, 14:24 |
| Q4 2022 | 256 | $603,571,000 | +$185,592,334 | -$137,775,165 | +$47,817,169 | STIP, TBJL, EMLP, MINV, SHM | 13F-HR | 02 Feb 2023, 11:43 |
| Q3 2022 | 258 | $533,347,000 | +$143,900,578 | -$129,182,011 | +$14,718,567 | STIP, SPTL, QQQ, EMLP, GBIL | 13F-HR | 15 Nov 2022, 09:58 |
| Q2 2022 | 255 | $554,921,000 | +$142,039,427 | -$88,609,242 | +$53,430,185 | STIP, SPTL, EMLP, DTCR, GLTR | 13F-HR | 04 Aug 2022, 13:11 |
| Q1 2022 | 254 | $557,877,000 | +$198,653,915 | -$141,989,713 | +$56,664,202 | STIP, EMLP, GLTR, DTCR, IEF | 13F-HR | 02 May 2022, 13:13 |
| Q4 2021 | 245 | $524,207,000 | +$147,165,434 | -$112,683,729 | +$34,481,705 | STIP, EMLP, SPTS, VTIP, DTCR | 13F-HR | 24 Jan 2022, 11:24 |
| Q3 2021 | 252 | $477,263,000 | +$108,535,455 | -$87,547,563 | +$20,987,892 | STIP, EMLP, SH, KBWB, SPTS | 13F-HR | 12 Oct 2021, 13:32 |
| Q2 2021 | 266 | $463,888,000 | +$80,158,790 | -$59,001,071 | +$21,157,719 | STIP, EMLP, KBWB, DNOV, VTIP | 13F-HR | 28 Jul 2021, 09:55 |
| Q1 2021 | 274 | $423,121,000 | +$76,791,192 | -$79,546,427 | -$2,755,235 | STIP, EMLP, DNOV, KBWB, VTIP | 13F-HR | 07 May 2021, 11:16 |
| Q4 2020 | 265 | $408,095,000 | +$69,618,811 | -$66,556,553 | +$3,062,258 | STIP, EMLP, DNOV, KBWB, IEF | 13F-HR | 21 Jan 2021, 10:36 |
| Q3 2020 | 228 | $376,157,000 | +$102,242,131 | -$79,184,044 | +$23,058,087 | STIP, EMLP, DNOV, UOCT, SCHV | 13F-HR | 29 Oct 2020, 11:45 |
| Q2 2020 | 216 | $347,464,000 | +$97,084,566 | -$105,206,198 | -$8,121,632 | BIL, STIP, EMLP, DNOV, UOCT | 13F-HR | 21 Jul 2020, 10:58 |
| Q1 2020 | 199 | $319,313,000 | +$130,958,873 | -$159,572,196 | -$28,613,323 | UJUL, IEF, STIP, UOCT, EMLP | 13F-HR | 13 Apr 2020, 08:24 |
| Q4 2019 | 192 | $396,868,000 | +$34,195,803 | -$40,133,034 | -$5,937,231 | STIP, BOCT, EJUL, TAIL, EMLP | 13F-HR | 06 Jan 2020, 11:02 |
| Q3 2019 | 181 | $387,825,000 | +$77,344,687 | -$67,094,251 | +$10,250,436 | STIP, TAIL, BOCT, EMLP, POCT | 13F-HR | 10 Oct 2019, 10:46 |
| Q2 2019 | 183 | $375,781,000 | +$72,423,027 | -$116,339,268 | -$43,916,241 | STIP, TAIL, EMLP, FQAL, MINT | 13F-HR | 15 Jul 2019, 11:51 |
| Q1 2019 | 182 | $410,446,000 | +$66,723,876 | -$43,616,333 | +$23,107,543 | IEI, STIP, EMLP, FQAL, SCHO | Restatement | 10 Jun 2019, 16:08 |
| Q4 2018 | 146 | $358,069,000 | +$129,265,481 | -$86,110,230 | +$43,155,251 | IEI, STIP, EMLP, FQAL, FVAL | 13F-HR | 15 Jan 2019, 12:33 |
| Q3 2018 | 164 | $342,806,000 | +$84,200,456 | -$19,032,541 | +$65,167,915 | FQAL, STIP, IEI, SCHO, MINT | 13F-HR | 10 Oct 2018, 11:26 |
| Q2 2018 | 157 | $267,543,000 | +$54,700,771 | -$19,816,700 | +$34,884,071 | STIP, IEI, ROBO, MINT, QUAL | 13F-HR | 07 Aug 2018, 12:07 |
| Q1 2018 | 154 | $231,807,000 | +$73,079,839 | -$101,760,055 | -$28,680,216 | STIP, ROBO, MINT, EWY, XHB | 13F-HR | 09 May 2018, 17:35 |
| Q4 2017 | 155 | $263,047,000 | +$53,864,066 | -$21,825,914 | +$32,038,152 | GDVTZ, STIP, MINT, EEMV, XHB | 13F-HR | 12 Feb 2018, 12:14 |
| Q3 2017 | 138 | $205,714,000 | +$68,938,876 | -$35,803,000 | +$33,135,876 | GDVTZ, MINT, PEP, OLP, MSFT | 13F-HR | 23 Oct 2017, 12:14 |
| Q2 2017 | 141 | $165,650,000 | +$31,772,383 | -$128,979,581 | -$97,207,198 | CAF, MINT, PEP, OLP, XOM | 13F-HR | 21 Jul 2017, 09:29 |
| Q1 2017 | 137 | $251,770,000 | +$76,867,255 | -$31,793,723 | +$45,073,532 | GDVTZ, CAF, PEP, MINT, AAPL | 13F-HR | 03 May 2017, 11:08 |
| Q4 2016 | 137 | $200,185,000 | +$62,370,980 | -$12,847,743 | +$49,523,237 | GDVTZ, CAF, XOM, OLP, MINT | 13F-HR | 09 Jan 2017, 12:42 |
| Q3 2016 | 122 | $148,626,000 | +$11,706,399 | -$8,096,253 | +$3,610,146 | CAF, MINT, XOM, PEP, AAPL | 13F-HR | 16 Nov 2016, 14:50 |
| Q2 2016 | 119 | $141,892,000 | +$63,773,763 | -$22,523,425 | +$41,250,338 | CAF, XOM, MINT, PEP, DSL | 13F-HR | 16 Nov 2016, 14:23 |
| Q1 2016 | 85 | $97,148,000 | +$1,812,957 | -$8,771,151 | -$6,958,194 | GE, XOM, MSFT, PEP, JNJ | 13F-HR | 13 May 2016, 12:14 |
| Q4 2015 | 95 | $101,868,000 | +$3,888,067 | -$10,275,971 | -$6,387,904 | GE, XOM, PEP, MSFT, JNJ | 13F-HR | 18 Feb 2016, 21:24 |
| Q3 2015 | 121 | $100,955,000 | +$5,300,610 | -$4,079,029 | +$1,221,581 | XOM, GE, PEP, IBM, MSFT | 13F-HR | 14 Oct 2015, 11:15 |
| Q2 2015 | 97 | $108,762,000 | +$4,501,792 | -$1,580,170 | +$2,921,622 | XOM, GE, IBM, PEP, BMY | 13F-HR | 16 Jul 2015, 18:05 |
| Q1 2015 | 96 | $107,126,000 | +$21,897,538 | -$33,436,389 | -$11,538,851 | XOM, IBM, GE, PEP, JNJ | 13F-HR | 20 Apr 2015, 14:10 |
| Q4 2014 | 122 | $119,579,495 | +$23,004,882 | -$6,214,387 | +$16,790,495 | PEP, XOM, IBM, JNJ, MSFT | Restatement | 23 Feb 2015, 09:05 |
| Q3 2014 | 67 | $100,066,000 | +$2,222,568 | -$945,474 | +$1,277,094 | PEP, XOM, OLP, IBM, JNJ | 13F-HR | 14 Nov 2014, 08:53 |
| Q2 2014 | 65 | $99,899,000 | +$5,705,756 | -$15,304,625 | -$9,598,869 | XOM, PEP, OLP, IBM, JNJ | 13F-HR | 13 Aug 2014, 21:23 |
| Q1 2014 | 105 | $105,339,000 | +$5,573,657 | -$13,699,883 | -$8,126,226 | XOM, PEP, OLP, IBM, JNJ | 13F-HR | 13 May 2014, 10:53 |
| Q4 2013 | 106 | $113,642,000 | $0 | $0 | $0 | OLP, XOM, PEP, IBM, JNJ | 13F-HR | 14 Feb 2014, 16:19 |