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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ALTFEST L J & CO INC

Quarter ended Q1 2023 · Filed February 2, 2023 · Accession 0000712050-23-000005

Total Value
$603,571
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46429B747495,065$48,0017.95%
2INNOVATOR ETFS TRINHD2,214,644$42,9847.12%
3FIRST TR EXCHANGE-TRADED FD33738D1011,064,679$28,4164.71%
4MATTHEWS ASIA FDS577125826996,835$24,2154.01%
5SPDR SER TR78468R739430,604$20,2303.35%
6INNOVATOR ETFS TRINHD666,460$18,8943.13%
7KRANESHARES TR500767306624,645$18,8643.13%
8INNOVATOR ETFS TRINHD619,245$18,1153.00%
9GLOBAL X FDS37954Y2361,361,034$16,9862.81%
10SCHWAB STRATEGIC TR808524870309,436$16,0262.66%
11INNOVATOR ETFS TRINHD526,996$15,9102.64%
12GOLDMAN SACHS ETF TRNVGLF117,048$11,6711.93%
13VANGUARD MALVERN FDS922020805225,111$10,5151.74%
14MICROSOFT CORPMSFT42,397$10,1681.68%
15VANGUARD WORLD FD92191070997,916$8,1101.34%
16ONE LIBERTY PPTYS INC682406103356,763$7,9271.31%
17APPLE INCAAPL56,118$7,2911.21%
18ISHARES TR46428724265,594$6,9161.15%
19AMAZON COM INCAMZN78,911$6,6291.10%
20SCHWAB STRATEGIC TR808524847342,453$6,6061.09%
21FIDELITY COVINGTON TRUST316092782148,250$6,5011.08%
22ISHARES TR46428818293,908$6,0841.01%
23VANGUARD INDEX FDS92290855373,610$6,0711.01%
24FIDELITY COVINGTON TRUST31609260085,961$5,5000.91%
25SCHWAB STRATEGIC TR808524706227,160$5,3770.89%
26FIRST TR EXCHANGE-TRADED FD33733E10467,181$5,0350.83%
27SPDR SER TR78468R66354,076$4,9460.82%
28EXXON MOBIL CORPXOM44,222$4,8780.81%
29FLEXSHARES TRFLEX89,258$4,5000.75%
30PIMCO ETF TR72201R83344,879$4,4270.73%
31SCHWAB STRATEGIC TR80852410293,580$4,1930.69%
32ISHARES TR46428881075,368$3,9620.66%
33SPDR S&P MIDCAP 400 ETF TRMDY8,741$3,8700.64%
34DIREXION SHS ETF TR25460E547253,238$3,6140.60%
35ABBVIE INCABBV21,525$3,4790.58%
36VANECK ETF TRUST92189F72621,185$3,3840.56%
37ISHARES TR46429B59878,831$3,2900.55%
38VANECK ETF TRUST92189F69242,107$3,2730.54%
39ISHARES TR46428717629,864$3,1790.53%
40JPMORGAN CHASE & COVYLD23,492$3,1500.52%
41LILLY ELI & COLLY8,337$3,0500.51%
42SPDR GOLD TRGLD17,534$2,9740.49%
43JOHNSON & JOHNSONJNJ16,453$2,9060.48%
44SELECT SECTOR SPDR TR81369Y85260,126$2,8850.48%
45S&P GLOBAL INCSPGI8,300$2,7800.46%
46ALPHABET INCGOOG31,059$2,7560.46%
47SPDR SER TR78464A30036,045$2,6750.44%
48ISHARES TR464287390116,187$2,6600.44%
49DBX ETF TR23305187992,810$2,6010.43%
50SPDR SER TR78464A87029,924$2,4840.41%
51PEPSICO INCPEP13,744$2,4830.41%
52SPDR SER TR78464A66478,871$2,2900.38%
53MERCK & CO INCMRK20,052$2,2250.37%
54BRISTOL-MYERS SQUIBB COCELG-RI30,619$2,2030.36%
55ISHARES TR46428857030,039$2,1570.36%
56PFIZER INCPFE41,640$2,1340.35%
57DISNEY WALT CO25468710624,492$2,1280.35%
58ISHARES TR46428722621,619$2,0970.35%
59TAIWAN SEMICONDUCTOR MFG LTD87403910027,714$2,0640.34%
60ABBOTT LABSABLZF18,729$2,0560.34%
61BOEING COBA-PA9,837$1,8740.31%
62CISCO SYS INCCSCO39,273$1,8710.31%
63SPDR INDEX SHS FDS78463X74944,336$1,8130.30%
64BRT APARTMENTS CORPBRT86,348$1,6960.28%
65ABRDN PRECIOUS METALS BASKETGLTR18,970$1,6930.28%
66TOTALENERGIES SETTE26,749$1,6610.28%
67INTUITIVE SURGICAL INCISRG6,143$1,6300.27%
68BERKSHIRE HATHAWAY INC DELBRK-A5,121$1,5820.26%
69ASML HOLDING N VASMLF2,679$1,4640.24%
70PIMCO EQUITY SER72202L38981,124$1,4090.23%
71GOLDMAN SACHS ETF TRNVGLF49,244$1,3940.23%
72HOME DEPOT INCHD4,391$1,3870.23%
73SERVICENOW INCNOW3,394$1,3180.22%
74SPDR SER TR78464A40925,940$1,3140.22%
75STARBUCKS CORPSBUX13,091$1,2990.22%
76INTERNATIONAL BUSINESS MACHSINTR9,188$1,2950.21%
77FIRST TR EXCHNG TRADED FD VI33740U10960,461$1,2750.21%
78VISA INCV6,020$1,2510.21%
79SCHWAB STRATEGIC TR80852480538,791$1,2490.21%
80MEDTRONIC PLCMDT15,888$1,2350.20%
81SPDR S&P 500 ETF TRSPY3,099$1,1850.20%
82SCHWAB STRATEGIC TR80852440917,615$1,1630.19%
83HDFC BANK LTDHDB16,903$1,1560.19%
84LOCKHEED MARTIN CORPLMT2,311$1,1240.19%
85VANGUARD WORLD FDS92204A5044,489$1,1130.18%
86WALMART INCWMT7,818$1,1090.18%
87SELECT SECTOR SPDR TR81369Y2098,167$1,1090.18%
88RAYTHEON TECHNOLOGIES CORPRTX10,696$1,0790.18%
89AMGEN INCAMGN4,083$1,0720.18%
90UNIVERSAL HEALTH RLTY INCOME91359E10522,449$1,0710.18%
91EQUINIX INCEQIX1,627$1,0660.18%
92FIRST TR MLP & ENERGY INCOM33739B104136,358$1,0650.18%
93ISHARES TR4642875568,092$1,0620.18%
94MERCADOLIBRE INCMELI1,227$1,0380.17%
95AMERICAN TOWER CORP NEW03027X1004,846$1,0270.17%
96ISHARES TR4642881589,728$1,0140.17%
97COLUMBIA ETF TR II19762B50951,181$1,0090.17%
98SCHWAB CHARLES FAMILY FDSCHW-PJ1,005,159$1,0050.17%
99COCA COLA COKO15,558$9900.16%
100UNITEDHEALTH GROUP INCUNH1,860$9860.16%
101VANGUARD SCOTTSDALE FDS92206C77121,562$9820.16%
102CONOCOPHILLIPSCOP8,284$9780.16%
103INVESCO EXCHANGE TRADED FD TIVZ20,406$9750.16%
104SCHWAB STRATEGIC TR80852450814,824$9730.16%
105ASTRAZENECA PLCAZN12,680$8600.14%
106INVESCO QQQ TRIVZ3,194$8510.14%
107FLEXSHARES TRFLEX19,322$8400.14%
108PROSHARES TR74347B11049,571$8360.14%
109NETFLIX INCNFLX2,831$8350.14%
110META PLATFORMS INCMETA6,857$8250.14%
111SALESFORCE INCCRM6,210$8230.14%
112VERIZON COMMUNICATIONS INCVZ20,724$8170.14%
113ISHARES SILVER TRSLV36,105$7950.13%
114DANAHER CORPORATION2358511022,967$7880.13%
115NIKE INCNKE6,706$7850.13%
116BROWN FORMAN CORPBF-B11,734$7710.13%
117ISHARES TR46428887716,324$7490.12%
1183M COMMM6,079$7290.12%
119AT&T INCT-PC38,347$7060.12%
120REGENERON PHARMACEUTICALSREGN970$7000.12%
121BANK AMERICA CORP06050510421,089$6980.12%
122ISHARES TR46432F84211,279$6950.12%
123NVIDIA CORPORATIONNVDA4,729$6910.11%
124ALCON AGALC10,005$6860.11%
125ORACLE CORPORCL-PD8,373$6840.11%
126US BANCORP DELUSB-PS15,682$6840.11%
127FIDELITY COVINGTON TRUST31609279014,974$6650.11%
128ALEXANDRIA REAL ESTATE EQ IN0152711094,549$6630.11%
129TRIP COM GROUP LTDTRPCF18,930$6510.11%
130PROCTER AND GAMBLE CO7427181094,272$6470.11%
131CANADIAN NAT RES LTD13638510111,409$6340.11%
132ALPHABET INCGOOG7,136$6300.10%
133COMCAST CORP NEWCCZ17,945$6280.10%
134MATTHEWS ASIA FDS57712583425,769$6230.10%
135SCHWAB CHARLES CORPSCHW-PJ7,454$6210.10%
136INVESCO EXCHANGE TRADED FD TIVZ11,981$6180.10%
137INNOVATOR ETFS TRINHD23,995$6180.10%
138ALIGN TECHNOLOGY INCALGN2,927$6170.10%
139BOSTON SCIENTIFIC CORPBSX13,273$6140.10%
140VANGUARD WHITEHALL FDS9219464065,433$5880.10%
141SPDR SER TR78464A50814,573$5670.09%
142CHEVRON CORP NEWCVX3,161$5670.09%
143SPDR INDEX SHS FDS78463X85510,657$5590.09%
144VANECK ETF TRUST92189F10619,159$5490.09%
145ISHARES TR4642874405,710$5470.09%
146MASTERCARD INCORPORATEDMA1,570$5460.09%
147NEWMONT CORPNEMCL11,575$5460.09%
148ISHARES TR4642888515,834$5420.09%
149ISHARES TR46432F3394,747$5410.09%
150LAS VEGAS SANDS CORPLVS11,221$5390.09%
151ILLUMINA INCILMN2,668$5390.09%
152SCHWAB STRATEGIC TR80852488816,809$5290.09%
153SCHWAB STRATEGIC TR80852475518,097$5260.09%
154SPDR SER TR78464A8218,013$5240.09%
155INTEL CORPINTC19,443$5140.09%
156AUTOMATIC DATA PROCESSING INADP2,143$5120.08%
157NOVARTIS AGNVSEF5,572$5050.08%
158ISHARES TR4642882575,873$4990.08%
159NOVO-NORDISK A SNONOF3,639$4930.08%
160CONSOLIDATED EDISON INCED5,111$4870.08%
161COPART INCCPRT7,870$4790.08%
162PHILIP MORRIS INTL INC7181721094,624$4680.08%
163GENERAL ELECTRIC CO3696043015,541$4640.08%
164CSX CORPCSX14,880$4610.08%
165SCHWAB STRATEGIC TR8085243008,293$4610.08%
166HUMANA INCHUM895$4580.08%
167ROSS STORES INCROST3,925$4560.08%
168ACCENTURE PLC IRELANDACN1,701$4540.08%
169WISDOMTREE TRWT12,672$4520.07%
170AMERICAN EXPRESS COAXP2,980$4400.07%
171ISHARES TR4642872001,129$4340.07%
172COSTCO WHSL CORP NEW22160K105930$4240.07%
173ZIMMER BIOMET HOLDINGS INCZBH3,225$4110.07%
174AON PLCAON1,323$3970.07%
175BROWN FORMAN CORPBF-B6,000$3950.07%
176ELEVANCE HEALTH INCELV756$3880.06%
177JOHNSON CTLS INTL PLCG515021056,052$3870.06%
178VANGUARD INDEX FDS9229087692,018$3860.06%
179ISHARES TR4642887376,471$3860.06%
180VANGUARD SCOTTSDALE FDS92206C5735,172$3840.06%
181CITIZENS FINL GROUP INCCIA9,707$3820.06%
182INFOSYS LTDINFY21,050$3790.06%
183VANGUARD WORLD FD9219107257,702$3790.06%
184SCHWAB STRATEGIC TR8085246079,352$3790.06%
185NUVEEN AMT FREE QLTY MUN INCNU33,144$3770.06%
186VANGUARD WORLD FDS92204A8762,439$3740.06%
187BAXTER INTL INC0718131097,286$3710.06%
188VERTEX PHARMACEUTICALS INCVRTX1,280$3700.06%
189WELLS FARGO CO NEW9497461018,870$3660.06%
190PINDUODUO INCPDD4,398$3590.06%
191IQVIA HLDGS INCIQV1,754$3590.06%
192COSTAR GROUP INCCSGP4,644$3590.06%
193SOUTHERN COSOMN4,960$3540.06%
194EPAM SYS INCEPAM1,080$3540.06%
195ISHARES TR4642873096,000$3510.06%
196GILEAD SCIENCES INCGILD4,048$3480.06%
197BIOMARIN PHARMACEUTICAL INCBMRN3,339$3460.06%
198SCHWAB STRATEGIC TR8085248627,179$3460.06%
199MCDONALDS CORPMCD1,312$3460.06%
200PAYPAL HLDGS INCPYPL4,740$3380.06%
201VANGUARD WORLD FD9219108161,945$3350.06%
202KLA CORPKLAC882$3330.06%
203BURLINGTON STORES INCBURL1,617$3280.05%
204ISHARES TR4642874082,217$3220.05%
205SCHWAB STRATEGIC TR80852474810,223$3200.05%
206PROSHARES TR74347X84913,961$3170.05%
207COLGATE PALMOLIVE COCL4,012$3160.05%
208UNION PAC CORPUNP1,507$3120.05%
209PACER FDS TR69374H74110,688$3100.05%
210BECTON DICKINSON & COBDX1,220$3100.05%
211ZOOMINFO TECHNOLOGIES INCGTM10,278$3090.05%
212EDWARDS LIFESCIENCES CORPEW4,091$3050.05%
213COUPANG INCCPNG20,580$3030.05%
214TRAVELERS COMPANIES INCTRV1,606$3010.05%
215STRYKER CORPORATIONSYK1,211$2960.05%
216SPDR SER TR78464A65611,467$2950.05%
217URBAN EDGE PPTYS91704F10420,598$2900.05%
218CVS HEALTH CORPCVS3,080$2870.05%
219CITIGROUP INCC-PR6,199$2800.05%
220ISHARES TR4642887602,494$2790.05%
221ALNYLAM PHARMACEUTICALS INCALNY1,138$2700.04%
222FTAI AVIATION LTDFTAIN15,718$2690.04%
223BANK NEW YORK MELLON CORP0640581005,833$2660.04%
224GALLAGHER ARTHUR J & CO3635761091,402$2640.04%
225ISHARES TR4642876713,200$2610.04%
226BP PLCBPPFF7,387$2580.04%
227INNOVATOR ETFS TRINHD8,253$2550.04%
228M & T BK CORP55261F1041,700$2470.04%
229ISHARES TR4642886612,138$2460.04%
230SSGA ACTIVE ETF TR78467V8486,078$2430.04%
231INTUITINTU622$2420.04%
232COOPER COS INC216648402720$2380.04%
233CIGNA CORP NEW125523100712$2360.04%
234VANGUARD INDEX FDS922908363663$2330.04%
235SELECT SECTOR SPDR TR81369Y8031,822$2270.04%
236SELECT SECTOR SPDR TR81369Y8863,222$2270.04%
237360 DIGITECH INCQFNHF11,083$2260.04%
238SELECT SECTOR SPDR TR81369Y6056,492$2220.04%
239AMERICAN ELEC PWR CO INC0255371012,282$2170.04%
240T-MOBILE US INCTMUSZ1,544$2160.04%
241PARAMOUNT GLOBAL92556H20612,619$2130.04%
242CHIPOTLE MEXICAN GRILL INCCMG153$2120.04%
243CME GROUP INCCME1,249$2100.03%
244ISHARES TR4642877212,800$2090.03%
245LAUDER ESTEE COS INC518439104839$2080.03%
246PETROLEO BRASILEIRO SA PETRO71654V40819,249$2050.03%
247ISHARES TR464287507841$2040.03%
248FMC CORPFMC1,636$2040.03%
249WORKDAY INCWDAY1,202$2010.03%
250KE HLDGS INCBEKE12,414$1730.03%
251WARNER BROS DISCOVERY INCWBD13,432$1270.02%
252GRAB HOLDINGS LIMITEDGRABW37,322$1200.02%
253ELLSWORTH GROWTH & INCOME FD28907410613,776$1100.02%
254PINEAPPLE ENERGY INCPNPL34,604$810.01%
255ITAU UNIBANCO HLDG S A46556210613,439$630.01%
256FTAI INFRASTRUCTURE INCFIP15,684$460.01%