Legal Name: ALTFEST L J & CO INC
報告期間:
Jun 30, 2019
有効日:
Jul 15, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
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