ALTFEST L J & CO INC - Portfolio overview

ALTFEST L J & CO INC has 405 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTIP - VANGUARD MALVERN FDS, 4.88%
2. QQQM - INVESCO EXCH TRADED FD TR II, 4.50%
3. EMLP - FIRST TR EXCHANGE-TRADED FD, 4.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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