HoldingsChannel.com
Altfest L J & Co. Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
INNOVATOR ETFS TR (UJUL) 1,862,669 +1,862,669 $42,879
     UJUL1,862,669+1,862,669$42,879
ISHARES TR (IEF) 169,791 +123,932 $20,626
     IEF169,791+123,932$20,626
ISHARES TR (STIP) 203,449 -161,582 $20,325
     STIP203,449-161,582$20,325
INNOVATOR ETFS TR (UOCT) 798,698 +798,698 $18,370
     UOCT798,698+798,698$18,370
FIRST TR EXCHANGE TRADED FD (EMLP) 925,626 -61,322 $16,467
     EMLP925,626-61,322$16,467
SPDR SER TR (BIL) 175,365 +175,365 $16,069
     BIL175,365+175,365$16,069
PIMCO ETF TR (MINT) 129,417 -13,338 $12,810
     MINT129,417-13,338$12,810
ISHARES TR (IVV) 36,216 +36,216 $9,358
     IVV36,216+36,216$9,358
MICROSOFT CORP 47,255 -321 $7,453
     MSFT47,255-321$7,453
SCHWAB STRATEGIC TR 132,192 -27,920 $5,852
     SCHV132,192-27,920$5,852
AMAZON COM INC 2,547 +70 $4,966
     AMZN2,547+70$4,966
ONE LIBERTY PPTYS INC 340,236 UNCH $4,739
     OLP340,236UNCH$4,739
PEPSICO INC 38,565 +320 $4,632
     PEP38,565+320$4,632
JPMORGAN CHASE & CO 43,093 +5,216 $3,880
     JPM43,093+43,093$3,880
ISHARES TR (ACWI) 59,680 -8,468 $3,734
     ACWI59,680-8,468$3,734
APPLE INC 13,873 -1,539 $3,528
     AAPL13,873-1,539$3,528
SPDR SER TR (SLYV) 76,680 -6,931 $3,133
     SLYV76,680-6,931$3,133
JOHNSON & JOHNSON 21,480 -14 $2,817
     JNJ21,480-14$2,817
S&P GLOBAL INC 10,549 -103 $2,585
     SPGI10,549-103$2,585
SCHWAB STRATEGIC TR 41,652 +753 $2,517
     SCHB41,652+753$2,517
VERIZON COMMUNICATIONS INC 46,230 -2,518 $2,484
     VZ46,230-2,518$2,484
FIRST TR EXCHANGE TRADED FD (SKYY) 44,774 +44,774 $2,440
     SKYY44,774+44,774$2,440
UNIVERSAL HEALTH RLTY INCM T 23,486 UNCH $2,368
     UHT23,486UNCH$2,368
PFIZER INC 66,462 +3,096 $2,169
     PFE66,462+3,096$2,169
BRISTOL MYERS SQUIBB CO 36,807 -315 $2,052
     BMY36,807-315$2,052
INNOVATOR ETFS TR (BOCT) 88,458 -1,185,816 $1,981
     BOCT88,458-1,185,816$1,981
ISHARES TR (IEI) 14,189 -9,347 $1,892
     IEI14,189-9,347$1,892
CAMBRIA ETF TR (TAIL) 78,672 -1,504,378 $1,877
     TAIL78,672-1,504,378$1,877
INTEL CORP 32,139 -1,035 $1,739
     INTC32,139-1,035$1,739
FIDELITY COVINGTON TR 56,204 -46,925 $1,717
     FQAL56,204-46,925$1,717
INNOVATOR ETFS TR (POCT) 73,578 +970 $1,661
     POCT73,578+970$1,661
DISNEY WALT CO 17,002 +3,125 $1,642
     DIS17,002+3,125$1,642
CISCO SYS INC 41,162 +4,415 $1,618
     CSCO41,162+4,415$1,618
COCA COLA CO 35,785 +15,494 $1,583
     KO35,785+15,494$1,583
ISHARES TR (IXC) 93,471 +93,471 $1,579
     IXC93,471+93,471$1,579
MERCK & CO. INC 20,502 +2,068 $1,577
     MRK20,502+2,068$1,577
SELECT SECTOR SPDR TR (XLU) 27,903 +24,147 $1,546
     XLU27,903+24,147$1,546
INTERNATIONAL BUSINESS MACHS 13,818 +2,806 $1,533
     IBM13,818+2,806$1,533
SPDR SER TR (SHM) 31,245 +31,245 $1,528
     SHM31,245+31,245$1,528
EXXON MOBIL CORP 36,416 +1,993 $1,383
     XOM36,416+1,993$1,383
INNOVATOR ETFS TR (PAPR) 54,585 +54,585 $1,319
     PAPR54,585+54,585$1,319
3M CO 9,500 +780 $1,297
     MMM9,500+780$1,297
ABBVIE INC 16,234 +511 $1,237
     ABBV16,234+511$1,237
LILLY ELI & CO 8,820 +12 $1,223
     LLY8,820+12$1,223
FIDELITY COVINGTON TR 42,827 -25,592 $1,205
     FVAL42,827-25,592$1,205
INNOVATOR ETFS TR (EJUL) 52,927 -1,228,408 $1,204
     EJUL52,927-1,228,408$1,204
LOCKHEED MARTIN CORP 3,363 -113 $1,140
     LMT3,363-113$1,140
SPDR INDEX SHS FDS (RWO) 31,607 -1,745 $1,138
     RWO31,607-1,745$1,138
AT&T INC 38,720 -103 $1,129
     T38,720-103$1,129
BERKSHIRE HATHAWAY INC DEL      $1,106
     BRK.B6,052-283$1,106

See Full List: All Stocks Held By Altfest L J & Co. Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Altfest L J & Co. Inc.

Size ($ in 1000's)
At 03/31/2020: $319,313
At 12/31/2019: $396,868

Altfest L J & Co. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altfest L J & Co. Inc. 13F filings. Link to 13F filings: SEC filings

Altfest L J & Co. Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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