Fund HoldingsALTFEST L J & CO INC

Total Portfolio Value
$784.11M
Total Bought
$399.79M
Total Sold
$359.34M
Net Transaction
+$40.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
975,962962,750-13,2123334,3224.38%+34,289
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0534,040+534,040031,0703.96%+31,070
SPDR SER TR
ST STR BLO 1 ETF
237,804289,498+51,6942226,4693.38%+26,447
APPLE INC(AAPL)105,269104,975-2942526,2883.35%+26,263
MATTHEWS ASIA FDS1,130,069814,120-315,9493222,3062.84%+22,274
ISHARES TR
0-5 YR TIPS ETF
0220,444+220,444022,1772.83%+22,177
VANGUARD WORLD FD
COMM SRVC ETF
144,657140,148-4,5092121,7172.77%+21,696
INVESCO QQQ TR041,377+41,377021,1532.70%+21,153
RBB FD INC
US TREASR 10 YR
456,787456,696-912119,4472.48%+19,426
SPDR SER TR
ST SHO TREAS ETF
641,297659,411+18,1141919,1302.44%+19,111
VANGUARD WORLD FD
UTILITIES ETF
115,030116,704+1,6742019,0722.43%+19,052
SCHWAB STRATEGIC TR353,875714,017+360,1421918,4432.35%+18,424
AMAZON COM INC(AMZN)077,290+77,290016,9572.16%+16,957
SPDR SER TR
ST STR BACKE ETF
649,675746,474+96,7991516,0872.05%+16,072
VANGUARD INDEX FDS176,590179,319+2,7291715,9742.04%+15,957
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
0286,906+286,906015,8802.03%+15,880
SPDR SER TR
ST STR SP BANK
282,195280,282-1,9131515,5471.98%+15,532
SPDR S&P MIDCAP 400 ETF TR(MDY)024,469+24,469013,9371.78%+13,937
VANECK ETF TRUST
SEMICONDUCTR ETF
47,91650,285+2,3691212,1781.55%+12,166
MICROSOFT CORP(MSFT)027,708+27,708011,6791.49%+11,679
JANUS DETROIT STR TR
HEND SECU IN ETF
0193,755+193,755010,0381.28%+10,038
ISHARES TR112,181106,881-5,300119,7991.25%+9,788
ONE LIBERTY PPTYS INC356,763356,7630109,7181.24%+9,708
MATTHEWS ASIA FDS521,279397,921-123,358138,7741.12%+8,761
VANGUARD WORLD FD
INDUSTRIAL ETF
032,358+32,35808,2321.05%+8,232
ISHARES TR
MSCI USA QLT FCT
31,06042,811+11,75167,6240.97%+7,618
ELI LILLY & CO(LLY)9,5869,577-987,3940.94%+7,385
ANGEL OAK FUNDS TRUST
INCOME ETF
0356,614+356,61407,3430.94%+7,343
FIDELITY WISE ORIGIN BITCOIN(FBTC)27,52678,946+51,42026,4400.82%+6,439
ALPHABET INC(GOOG)031,680+31,68006,0330.77%+6,033
NVIDIA CORPORATION(NVDA)41,39442,798+1,40455,7470.73%+5,742
META PLATFORMS INC(META)9,6129,172-44065,3700.68%+5,365
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
0243,918+243,91805,1760.66%+5,176
FIRST TR EXCHANGE-TRADED FD030,209+30,20905,0210.64%+5,021
JPMORGAN CHASE & CO.(JPM)020,682+20,68204,9580.63%+4,958
ANGEL OAK FUNDS TRUST
MORTGAGE BACKED
563,101573,291+10,19054,8900.62%+4,885
SPDR GOLD TR(GLD)13,31619,943+6,62734,8290.62%+4,826
SCHWAB STRATEGIC TR0205,019+205,01904,6540.59%+4,654
ISHARES TR083,614+83,61404,4500.57%+4,450
SELECT SECTOR SPDR TR
ST STR UTIL ETF
054,469+54,46904,1230.53%+4,123
KRANESHARES TRUST453,343137,769-315,574154,0280.51%+4,013
SCHWAB STRATEGIC TR0150,895+150,89503,9340.50%+3,934
DBX ETF TR237,292148,702-88,59073,9360.50%+3,929
SELECT SECTOR SPDR TR
ST STR FINL ETF
080,771+80,77103,9040.50%+3,904
TAIWAN SEMICONDUCTOR MFG LTD(TSM)018,096+18,09603,5740.46%+3,574
AXON ENTERPRISE INC(AXON)6,0006,000023,5660.45%+3,564
ISHARES TR054,616+54,61603,4030.43%+3,403
S&P GLOBAL INC(SPGI)06,721+6,72103,3470.43%+3,347
SPDR SER TR
ST NUVE TERM ETF
069,276+69,27603,2830.42%+3,283
ABBVIE INC(ABBV)19,05118,209-84243,2360.41%+3,232
ISHARES TR053,896+53,89603,1450.40%+3,145
SPDR SER TR
ST STR SP REGBNK
72,55552,134-20,42143,1460.40%+3,142
PIMCO ETF TR
ENHAN SHRT MA AC
030,415+30,41503,0520.39%+3,052
FIDELITY COVINGTON TRUST047,500+47,50002,9220.37%+2,922
ISHARES TR7,63613,334+5,69822,8730.37%+2,871
EXXON MOBIL CORP026,008+26,00802,7980.36%+2,798
INVESCO EXCH TRADED FD TR II042,473+42,47302,7760.35%+2,776
BERKSHIRE HATHAWAY INC DEL05,997+5,99702,7180.35%+2,718
RBB FD INC
F/M US TREASURY
054,388+54,38802,7120.35%+2,712
BROADCOM INC(AVGO)5,77411,178+5,40412,5910.33%+2,590
ORACLE CORP(ORCL)18,72115,515-3,20632,5850.33%+2,582
SPDR SER TR
ST STR SP BIOT
46,09828,341-17,75752,5520.33%+2,548
ISHARES TR022,844+22,84402,5190.32%+2,519
MERCK & CO INC(MRK)024,685+24,68502,4560.31%+2,456
NETFLIX INC(NFLX)02,744+2,74402,4460.31%+2,446
ISHARES TR016,956+16,95602,4430.31%+2,443
SPDR S&P 500 ETF TR(SPY)03,914+3,91402,2940.29%+2,294
ISHARES TR022,293+22,29302,2320.28%+2,232
INNOVATOR ETFS TRUST
US EQTY PWR BUF
055,135+55,13502,1550.27%+2,155
SPDR SER TR
ST STR SP600SM C
024,405+24,40502,1290.27%+2,129
BRISTOL-MYERS SQUIBB CO(BMY)26,94636,168+9,22212,0460.26%+2,044
APPLOVIN CORP(APP)06,291+6,29102,0370.26%+2,037
SPDR SER TR
ST STR SP INS
034,751+34,75101,9640.25%+1,964
JOHNSON & JOHNSON(JNJ)013,192+13,19201,9080.24%+1,908
INTERNATIONAL BUSINESS MACHS(IBM)8,3398,393+5421,8450.24%+1,843
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
029,073+29,07301,8250.23%+1,825
WALMART INC(WMT)20,89920,058-84121,8120.23%+1,811
PIMCO ETF TR
MULTISECTOR BD
54,11568,780+14,66511,7830.23%+1,781
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
38,67440,589+1,91521,7410.22%+1,739
DISNEY WALT CO(DIS)015,502+15,50201,7260.22%+1,726
SELECT SECTOR SPDR TR
ST STR CARE ETF
011,881+11,88101,6350.21%+1,635
AT&T INC(T)070,949+70,94901,6160.21%+1,616
SPDR SER TR
ST LON TREAS ETF
060,288+60,28801,5790.20%+1,579
BRT APARTMENTS CORP086,348+86,34801,5570.20%+1,557
PACER FDS TR
DATA AND INFRAST
69,68750,569-19,11821,5160.19%+1,514
UNITEDHEALTH GROUP INC(UNH)02,933+2,93301,4840.19%+1,484
MERCADOLIBRE INC(MELI)890863-2721,4670.19%+1,466
COSTCO WHSL CORP NEW(COST)01,572+1,57201,4400.18%+1,440
PIMCO EQUITY SER
RAFI DYN EMERG
074,307+74,30701,4130.18%+1,413
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
067,354+67,35401,3930.18%+1,393
ALPHABET INC(GOOG)07,268+7,26801,3760.18%+1,376
ASTRAZENECA PLC(AZN)020,821+20,82101,3640.17%+1,364
CISCO SYS INC(CSCO)022,915+22,91501,3570.17%+1,357
RTX CORPORATION(RTX)11,33611,240-9611,3010.17%+1,299
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
066,502+66,50201,2960.17%+1,296
BOEING CO(BA)07,190+7,19001,2730.16%+1,273
ISHARES TR
CORE MSCI EAFE
018,018+18,01801,2660.16%+1,266
BOSTON SCIENTIFIC CORP(BSX)014,128+14,12801,2620.16%+1,262
SPDR SER TR
ST STR P500GRW
014,033+14,03301,2340.16%+1,234
ENBRIDGE INC(ENB)18,93128,624+9,69311,2140.15%+1,214
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