Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ALTFEST L J & CO INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 15, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES (46429B747)
|
398,238 |
$40,055k |
|
|
CAMBRIA ETF TR (132061862)
|
1,630,517 |
$33,377k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
1,037,526 |
$26,094k |
|
|
FIDELITY (316092790)
|
491,475 |
$17,045k |
|
|
PIMCO ETF TR (72201R833)
|
150,994 |
$15,364k |
|
|
FIDELITY (316092782)
|
395,875 |
$13,428k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
224,417 |
$12,599k |
|
|
INNOVATOR ETFS TR (45782C797)
|
426,308 |
$10,670k |
|
|
INNOVATOR ETFS TR (45782C771)
|
395,541 |
$9,861k |
|
|
SCHWAB STRATEGIC T (808524862)
|
170,863 |
$8,644k |
|
|
ISHARES TR (464288257)
|
115,847 |
$8,539k |
|
|
SPDR SERIES TRUST (78464a888)
|
176,207 |
$7,344k |
|
|
MICROSOFT CORP (594918104)
|
52,031 |
$6,970k |
|
|
SPDR SERIES TRUST (78464A300)
|
108,919 |
$6,609k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
49,576 |
$6,235k |
|
|
ONE LIBERTY PPTYS (682406103)
|
199,853 |
$5,788k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
50,812 |
$5,590k |
|
|
PEPSICO INC (713448108)
|
38,830 |
$5,092k |
|
|
Amazon.com Inc (023135106)
|
2,500 |
$4,734k |
|
|
JPMORGAN CHASE & CO (46625H900)
|
39,272 |
$4,391k |
|
|
Apple Inc (037833100)
|
17,468 |
$3,457k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q787)
|
103,951 |
$3,024k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
39,549 |
$2,789k |
|
|
Exxon Mobil Corp (30231G102)
|
36,182 |
$2,773k |
|
|
JOHNSON & JOHNSON (478160104)
|
18,655 |
$2,598k |
|
|
S&P GLOBAL INC (78409V104)
|
10,651 |
$2,426k |
|
|
SPDR SERIES TRUST (78464A508)
|
75,202 |
$2,352k |
|
|
ISHARES TR (464288182)
|
30,951 |
$2,160k |
|
|
PFIZER INC (717081103)
|
48,968 |
$2,121k |
|
|
CAMBRIA ETF TR (132061854)
|
76,002 |
$2,075k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V258)
|
31,437 |
$2,043k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
65,732 |
$1,972k |
|
|
DISNEY WALT CO (254687106)
|
13,978 |
$1,952k |
|
|
Bristol-Myers Squibb Co (110122108)
|
42,652 |
$1,934k |
|
|
INTEL CORP (458140100)
|
39,299 |
$1,881k |
|
|
CISCO SYSTEMS INC (17275R102)
|
33,891 |
$1,855k |
|
|
ISHARES INC (464286533)
|
31,500 |
$1,854k |
|
|
MERCK & CO INC (58933Y105)
|
21,940 |
$1,840k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
34,803 |
$1,737k |
|
|
INTL BUSINESS MCHN (459200101)
|
11,599 |
$1,600k |
|
|
Lockheed Martin Corp (539830109)
|
4,138 |
$1,504k |
|
|
AT&T INC (00206R102)
|
42,711 |
$1,431k |
|
|
Bank of America Corp. (060505104)
|
47,601 |
$1,380k |
|
|
RAYTHEON (755111507)
|
7,933 |
$1,379k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
6,186 |
$1,319k |
|
|
ABBVIE INC (00287Y109)
|
17,026 |
$1,238k |
|
|
BRT REALTY TRUST (055645303)
|
86,905 |
$1,228k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
5,903 |
$1,207k |
|
|
NEW YORK TIMES CO (650111107)
|
36,875 |
$1,203k |
|
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
29,808 |
$1,191k |
|
|
3M CO (88579Y101)
|
6,861 |
$1,189k |
|
|
AMGEN INC (031162100)
|
6,435 |
$1,186k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
19,970 |
$1,140k |
|
|
SPDR SERIES TRUST (78464A474)
|
34,781 |
$1,071k |
|
|
COCA-COLA CO (191216100)
|
20,673 |
$1,053k |
|
|
Chevron Corp (166764100)
|
8,421 |
$1,048k |
|
|
LILLY ELI & CO (532457108)
|
8,999 |
$997k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
16,413 |
$960k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
29,872 |
$959k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
36,404 |
$955k |
|
|
Alphabet Inc (02079K107)
|
883 |
$954k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
5,600 |
$949k |
|
|
HUMANA INC (444859102)
|
3,538 |
$939k |
|
|
SAP SE (803054204)
|
6,697 |
$916k |
|
|
US BANCORP DEL (902973304)
|
17,106 |
$896k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
31,770 |
$885k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,953 |
$865k |
|
|
SPDR S&P Global Infrastructure - GII (78463X855)
|
15,960 |
$848k |
|
|
BROWN FORMAN CORP (115637209)
|
14,905 |
$826k |
|
|
SPDR SERIES TRUST (78464A821)
|
15,174 |
$824k |
|
|
CSX CORP (126408103)
|
10,427 |
$807k |
|
|
Facebook Inc (30303M102)
|
4,178 |
$806k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
27,372 |
$795k |
|
|
UNION PAC CORP (907818108)
|
4,670 |
$790k |
|
|
ABBOTT LABS (002824100)
|
8,969 |
$754k |
|
|
GLOBAL X FDS (37954Y715)
|
35,285 |
$732k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
8,580 |
$664k |
|
|
QUALCOMM INC (747525103)
|
8,675 |
$660k |
|
|
MORGAN STANLEY CHINA (617468103)
|
29,767 |
$647k |
|
|
ROYAL DUTCH SHELL (780259107)
|
9,808 |
$645k |
|
|
DXC TECHNOLOGY CO (23355L106)
|
11,408 |
$629k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V167)
|
9,457 |
$591k |
|
|
EQUINIX INC (29444U700)
|
1,164 |
$587k |
|
|
CITIGROUP INC (172967424)
|
8,130 |
$569k |
|
|
ISHARES TR (46432F339)
|
6,177 |
$565k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,605 |
$561k |
|
|
Boeing Co/The (097023105)
|
1,529 |
$557k |
|
|
PROCTER & GAMBLE CO (742718109)
|
5,022 |
$551k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
6,624 |
$551k |
|
|
Regeneron Pharmaceuticals Inc (75886F107)
|
1,719 |
$538k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
4,762 |
$530k |
|
|
ELLSWORTH GRWTH AND INCOME L (289074106)
|
51,411 |
$527k |
|
|
INVESTORS BANCORP (46146L101)
|
43,544 |
$486k |
|
|
American Express Co. (025816109)
|
3,812 |
$471k |
|
|
CONSOLDTD EDISON INC (209115104)
|
5,173 |
$454k |
|
|
MCDONALDS CORP (580135101)
|
2,177 |
$452k |
|
|
BP PLC (055622104)
|
10,741 |
$448k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
10,015 |
$445k |
|
|
CENTRIC BRANDS INC (15644G104)
|
106,106 |
$436k |
|
|
CME GROUP INC (12572Q105)
|
2,218 |
$431k |
|
|
ORACLE CORP (68389X105)
|
7,523 |
$429k |
|
|
STERICYCLE INC (858912108)
|
8,679 |
$414k |
|
|
D R HORTON INC (23331A109)
|
9,445 |
$407k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
12,403 |
$405k |
|
|
ISHARES (464288752)
|
9,902 |
$378k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
6,627 |
$373k |
|
|
ISHARES TR (46432F388)
|
4,569 |
$371k |
|
|
CERNER CORP (156782104)
|
5,044 |
$370k |
|
|
GENERAL ELECTRIC CO (369604103)
|
34,620 |
$364k |
|
|
AEP (025537101)
|
4,129 |
$363k |
|
|
SOUTHERN CO (842587107)
|
6,574 |
$363k |
|
|
ECOLAB INC (278865100)
|
1,800 |
$355k |
|
|
Pinduoduo Inc (722304102)
|
7,241 |
$342k |
|
|
PHILIP MORRIS INTL (718172109)
|
4,254 |
$334k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
634 |
$333k |
|
|
BROWN FORMAN CORP (115637100)
|
6,000 |
$330k |
|
|
HEALTHEQUITY INC COM (42226A107)
|
4,951 |
$324k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
5,060 |
$321k |
|
|
STARBUCKS CORP (855244109)
|
3,822 |
$320k |
|
|
Bank of New York Mellon Corp. (064058100)
|
7,213 |
$318k |
|
|
NVIDIA Corp (67066G104)
|
1,937 |
$318k |
|
|
ABIOMED INC (003654100)
|
1,196 |
$312k |
|
|
Schlumberger Ltd (806857108)
|
7,845 |
$312k |
|
|
AFFILIATED MANAGERS GROUP IN (008252108)
|
3,344 |
$308k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,565 |
$304k |
|
|
MACERICH CO (554382101)
|
8,962 |
$300k |
|
|
IPG PHOTONICS CORP COM (44980X109)
|
1,874 |
$289k |
|
|
M & T BK CORP (55261F104)
|
1,700 |
$289k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
4,022 |
$287k |
|
|
HP INC (40434L105)
|
13,660 |
$284k |
|
|
Cemex Sab Spons (151290889)
|
66,859 |
$283k |
|
|
UMB FINL CORP (902788108)
|
4,301 |
$283k |
|
|
PROSHARES TR (74347X849)
|
13,825 |
$282k |
|
|
Netflix Inc (64110L106)
|
762 |
$280k |
|
|
Nuveen Mtg Opportunity (670735109)
|
11,771 |
$273k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
6,960 |
$273k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
3,757 |
$269k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,500 |
$269k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,421 |
$265k |
|
|
Splunk Inc (848637104)
|
2,052 |
$258k |
|
|
Illumina Inc (452327109)
|
692 |
$255k |
|
|
GENERAL MTRS CO (37045V900)
|
6,584 |
$254k |
|
|
GALLAGHER ARTHUR J & CO (363576109)
|
2,811 |
$246k |
|
|
METLIFE INC (59156R108)
|
4,938 |
$245k |
|
|
CVS HEALTH CORP (126650100)
|
4,470 |
$244k |
|
|
NIKE INC (654106103)
|
2,904 |
$244k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
8,850 |
$244k |
|
|
SPDR SERIES TRUST (78464A870)
|
2,740 |
$240k |
|
|
SPDR SERIES TRUST (78464A698)
|
4,451 |
$238k |
|
|
TOYOTA MTR CORP (892331307)
|
1,923 |
$238k |
|
|
HSBC HLDGS PLC (404280604)
|
9,000 |
$236k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
3,950 |
$236k |
|
|
Twitter Inc (90184L102)
|
6,690 |
$233k |
|
|
Royal Dutch Shell PLC (780259206)
|
3,558 |
$232k |
|
|
LEIDOS HOLDINGS INC (525327102)
|
2,862 |
$229k |
|
|
NETAPP INC (64110D104)
|
3,676 |
$227k |
|
|
CANADA GOOSE HLDINGS (135086106)
|
5,779 |
$224k |
|
|
ADP (053015103)
|
1,345 |
$222k |
|
|
ISHARES TR (464287671)
|
3,200 |
$201k |
|
|
SIMON PPTY INC (828806109)
|
1,256 |
$201k |
|
|
SIRIUS XM HLDG (82968B103)
|
20,392 |
$114k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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