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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 2024 · Filed April 22, 2024 · Accession 0000712050-24-000005

Total Value
$706,226
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1INNOVATOR ETFS TRUSTINHD2,341,707$46,6476.61%
2FIRST TR EXCHANGE-TRADED FD33738D1011,028,072$30,3594.30%
3MATTHEWS ASIA FDS5771258261,103,695$27,8243.94%
4INNOVATOR ETFS TRUSTINHD446,560$25,7443.65%
5ISHARES TR46429B747229,881$22,8573.24%
6VANGUARD WORLD FD92204A884151,780$19,9172.82%
7INVESCO QQQ TR74347R20642,165$18,7222.65%
8APPLE INCAAPL106,348$18,2372.58%
9SPDR SER TR78468R101623,528$18,0322.55%
10SCHWAB STRATEGIC TR808524870341,151$17,7942.52%
11MICROSOFT CORPMSFT40,732$17,1372.43%
12AMAZON COM INCAMZN88,518$15,9672.26%
13VANGUARD INDEX FDS922908553173,994$15,0472.13%
14SPDR SER TR78468R663156,818$14,3962.04%
15INNOVATOR ETFS TRUSTINHD465,667$13,4761.91%
16INNOVATOR ETFS TRUSTINHD382,636$11,9711.70%
17GOLDMAN SACHS ETF TRNVGLF116,726$11,7761.67%
18ISHARES TR464288323196,899$10,5951.50%
19ISHARES TR464288588109,056$10,0791.43%
20RBB FD INC74933W536226,134$9,9611.41%
21FIRST TR EXCHNG TRADED FD VI33740U661287,325$9,7301.38%
22SPDR SER TR78464A797198,335$9,3421.32%
23SPDR SER TR78468R739179,473$8,5141.21%
24ONE LIBERTY PPTYS INC682406103356,763$8,0591.14%
25KRANESHARES TRUST500767306248,876$6,5330.93%
26ALPHABET INCGOOG42,888$6,5300.92%
27ELI LILLY & COLLY7,969$6,2000.88%
28TAIWAN SEMICONDUCTOR MFG LTD87403910045,000$6,1220.87%
29SCHWAB STRATEGIC TR80852410291,849$5,6070.79%
30FIRST TR EXCHNG TRADED FD VI33740F433146,486$4,8870.69%
31EXXON MOBIL CORPXOM41,868$4,8670.69%
32ISHARES TR46428881078,763$4,6150.65%
33JPMORGAN CHASE & COVYLD21,029$4,2120.60%
34ISHARES TR464287390144,235$4,1020.58%
35META PLATFORMS INCMETA8,358$4,0580.57%
36ABBVIE INCABBV21,861$3,9810.56%
37PIMCO ETF TR72201R83333,889$3,4070.48%
38FIDELITY COVINGTON TRUST31609278257,218$3,2640.46%
39S&P GLOBAL INCSPGI7,562$3,2170.46%
40SPDR SER TR78464A87032,112$3,0470.43%
41MERCK & CO INCMRK22,292$2,9410.42%
42SIMPLIFY EXCHANGE TRADED FUN82889N657132,259$2,8930.41%
43SPDR S&P 500 ETF TRSPY5,497$2,8750.41%
44ISHARES INC46434G77258,986$2,8710.41%
45DISNEY WALT CO25468710622,858$2,7970.40%
46FIRST TR EXCHANGE-TRADED FD33733E849141,390$2,7870.39%
47BERKSHIRE HATHAWAY INC DELBRK-A6,406$2,6940.38%
48ISHARES SILVER TRSLV116,105$2,6410.37%
49ISHARES TR46428734160,215$2,5860.37%
50ISHARES TR46428857025,113$2,5320.36%
51TOTALENERGIES SETTE35,854$2,4680.35%
52NVIDIA CORPORATIONNVDA2,726$2,4630.35%
53JOHNSON & JOHNSONJNJ15,117$2,3910.34%
54UNITEDHEALTH GROUP INCUNH4,711$2,3300.33%
55TIDAL ETF TR88636463767,893$2,2440.32%
56HOME DEPOT INCHD5,692$2,1830.31%
57VANGUARD WORLD FD92191070927,903$2,1370.30%
58INNOVATOR ETFS TRUSTINHD58,101$2,1210.30%
59SPDR SER TR78464A69840,828$2,0530.29%
60INNOVATOR ETFS TRUSTINHD69,177$2,0330.29%
61SPDR SER TR78464A30023,744$1,9700.28%
62VISA INCV6,956$1,9410.27%
63SERVICENOW INCNOW2,518$1,9200.27%
64FIRST TR EXCHNG TRADED FD VI33740U10992,325$1,9120.27%
65PIMCO EQUITY SER72202L38997,582$1,9080.27%
66AXON ENTERPRISE INCAXON6,000$1,8770.27%
67ISHARES INC46428677227,763$1,8630.26%
68ASML HOLDING N VASMLF1,882$1,8270.26%
69INTERNATIONAL BUSINESS MACHSINTR9,085$1,7350.25%
70SPDR INDEX SHS FDS78463X74940,188$1,7210.24%
71NETFLIX INCNFLX2,781$1,6890.24%
72ASTRAZENECA PLCAZN24,589$1,6660.24%
73ISHARES TR46428818224,184$1,6380.23%
74ORACLE CORPORCL-PD12,767$1,6040.23%
75SELECT SECTOR SPDR TR81369Y88623,594$1,5490.22%
76GOLDMAN SACHS ETF TRNVGLF49,176$1,5410.22%
77ISHARES TR46429B59829,249$1,5090.21%
78SCHWAB STRATEGIC TR80852480538,594$1,5060.21%
79LOCKHEED MARTIN CORPLMT3,311$1,5060.21%
80SPDR SER TR78464A66452,552$1,4680.21%
81BRT APARTMENTS CORPBRT86,348$1,4510.21%
82BRISTOL-MYERS SQUIBB COCELG-RI26,449$1,4340.20%
83SCHWAB STRATEGIC TR80852440918,454$1,4020.20%
84INVESCO EXCH TRADED FD TR IIIVZ30,280$1,3740.19%
85MERCADOLIBRE INCMELI907$1,3710.19%
86AMGEN INCAMGN4,822$1,3710.19%
87SPDR S&P MIDCAP 400 ETF TRMDY2,428$1,3510.19%
88ABBOTT LABSABLZF11,742$1,3350.19%
89DANAHER CORPORATION2358511025,294$1,3220.19%
90ISHARES TR46432F84217,752$1,3180.19%
91VANECK ETF TRUST92189F7267,895$1,3130.19%
92BOEING COBA-PA6,765$1,3060.18%
93FLEXSHARES TRFLEX23,782$1,2980.18%
94ANGEL OAK FUNDS TRUST03463K737151,725$1,2840.18%
95WALMART INCWMT21,091$1,2690.18%
96AMERICAN TOWER CORP NEW03027X1006,323$1,2490.18%
97VANECK ETF TRUST92189F10639,366$1,2450.18%
98ISHARES TR46428722612,623$1,2360.18%
99VANGUARD SCOTTSDALE FDS92206C77126,888$1,2260.17%
100APPLOVIN CORPAPP17,423$1,2060.17%
101SCHWAB STRATEGIC TR80852470646,690$1,1790.17%
102VANGUARD WORLD FD92204A5044,356$1,1780.17%
103COSTCO WHSL CORP NEW22160K1051,579$1,1570.16%
104PFIZER INCPFE41,587$1,1540.16%
105CISCO SYS INCCSCO23,111$1,1530.16%
106PEPSICO INCPEP6,569$1,1500.16%
107SCHWAB STRATEGIC TR80852450814,096$1,1480.16%
108QUALCOMM INCQCOM6,741$1,1410.16%
109FIRST TR MLP & ENERGY INCOM33739B104117,642$1,1380.16%
110SPDR SER TR78464A40915,475$1,1320.16%
111ALPHABET INCGOOG7,429$1,1210.16%
112SCHWAB CHARLES CORPSCHW-PJ14,918$1,0790.15%
113SALESFORCE INCCRM3,580$1,0780.15%
114MASTERCARD INCORPORATEDMA2,217$1,0680.15%
115CANADIAN NAT RES LTD13638510113,792$1,0530.15%
116RTX CORPORATIONRTX10,672$1,0410.15%
117ISHARES TR46432F3396,248$1,0270.15%
118INVESCO EXCHANGE TRADED FD TIVZ24,190$1,0220.14%
119SELECT SECTOR SPDR TR81369Y2096,776$1,0010.14%
120INTEL CORPINTC22,628$9990.14%
121COCA COLA COKO16,201$9910.14%
122CONOCOPHILLIPSCOP7,709$9810.14%
123REGENERON PHARMACEUTICALSREGN983$9460.13%
124AON PLCAON2,796$9330.13%
125COPART INCCPRT15,871$9190.13%
126VERIZON COMMUNICATIONS INCVZ21,224$8910.13%
127ISHARES TR46428887716,053$8730.12%
128ADOBE INCADBE1,705$8600.12%
129UBER TECHNOLOGIES INCUBER10,775$8300.12%
130UNIVERSAL HEALTH RLTY INCOME91359E10522,449$8240.12%
131MEDTRONIC PLCMDT9,434$8220.12%
132FIDELITY COVINGTON TRUST31609279013,768$8120.11%
133INVESCO EXCHANGE TRADED FD TIVZ11,981$7980.11%
134INNOVATOR ETFS TRUSTINHD29,412$7850.11%
135GLOBAL X FDS37954Y23650,033$7780.11%
136BANK AMERICA CORP06050510420,405$7740.11%
1373M COMMM7,212$7650.11%
138SCHWAB STRATEGIC TR80852475521,418$7630.11%
139INTUITIVE SURGICAL INCISRG1,905$7600.11%
140SPDR INDEX SHS FDS78463X85514,042$7600.11%
141ADVANCED MICRO DEVICES INCAMD4,084$7370.10%
142SCHWAB STRATEGIC TR80852484736,270$7360.10%
143AMERICAN EXPRESS COAXP3,191$7270.10%
144THERMO FISHER SCIENTIFIC INCTMO1,250$7260.10%
145PROCTER AND GAMBLE CO7427181094,423$7180.10%
146VALE S AVALE58,742$7160.10%
147MICRON TECHNOLOGY INCMU6,054$7140.10%
148ABRDN PRECIOUS METALS BASKETGLTR7,455$7120.10%
149GENERAL ELECTRIC CO3696043014,035$7080.10%
150COMCAST CORP NEWCCZ16,245$7040.10%
151SPDR GOLD TRGLD3,410$7020.10%
152ALCON AGALC8,411$7010.10%
153US BANCORP DELUSB-PS15,537$6950.10%
154SCHWAB STRATEGIC TR8085243007,447$6910.10%
155INNOVATOR ETFS TRUSTINHD19,521$6910.10%
156ACCENTURE PLC IRELANDACN1,971$6830.10%
157SPDR SER TR78464A50813,606$6820.10%
158BOSTON SCIENTIFIC CORPBSX9,720$6660.09%
159ISHARES TR4642872001,254$6590.09%
160VANGUARD INDEX FDS9229087692,475$6430.09%
161MARRIOTT VACATIONS WORLDWIDEVAC5,893$6350.09%
162PROGRESSIVE CORP7433151033,063$6330.09%
163VANGUARD STAR FDS92190976810,363$6250.09%
164AT&T INCT-PC35,240$6200.09%
165SPDR SER TR78464A8217,094$6190.09%
166SCHWAB STRATEGIC TR80852486212,751$6150.09%
167BROWN FORMAN CORPBF-B11,734$6060.09%
168VERTEX PHARMACEUTICALS INCVRTX1,437$6010.09%
169ISHARES TR4642882575,454$6010.09%
170ICICI BANK LIMITEDIBN22,769$6010.09%
171SCHWAB STRATEGIC TR80852488816,563$5930.08%
172VANGUARD WHITEHALL FDS9219464064,874$5900.08%
173ENPHASE ENERGY INCENPH4,841$5860.08%
174KLA CORPKLAC837$5840.08%
175SCHWAB CHARLES FAMILY FDSCHW-PJ581,041$5810.08%
176DESPEGAR COM CORPG2735810348,505$5800.08%
177VANECK ETF TRUST92189F6762,496$5620.08%
178VANGUARD WORLD FD9219108161,945$5570.08%
179CITIZENS FINL GROUP INCCIA15,211$5520.08%
180COLUMBIA ETF TR II19762B50926,429$5440.08%
181COOPER COS INC2166485015,287$5360.08%
182HDFC BANK LTDHDB9,511$5320.08%
183ISHARES TR4642884067,330$5320.08%
184WELLS FARGO CO NEW9497461019,113$5280.07%
185QIFU TECHNOLOGY INCQFNHF28,674$5280.07%
186ARCHER DANIELS MIDLAND COADM8,383$5270.07%
187WISDOMTREE TRWT12,451$5210.07%
188STARBUCKS CORPSBUX5,691$5200.07%
189ISHARES TR4642888514,853$5190.07%
190INNOVATOR ETFS TRUSTINHD13,624$5170.07%
191ISHARES TR4642875563,722$5110.07%
192KE HLDGS INCBEKE37,185$5110.07%
193NIKE INCNKE5,419$5090.07%
194ITAU UNIBANCO HLDG S A46556210673,065$5060.07%
195SCHWAB STRATEGIC TR80852460710,285$5060.07%
196PROLOGIS INC.PLDGP3,840$5000.07%
197CONSOLIDATED EDISON INCED5,491$4990.07%
198BURLINGTON STORES INCBURL2,115$4910.07%
199SPDR SER TR78464A65619,006$4870.07%
200COSTAR GROUP INCCSGP5,045$4870.07%
201DIAGEO PLCDGEAF3,266$4860.07%
202NUTRIEN LTDNTR8,782$4770.07%
203NORTHROP GRUMMAN CORPNOC995$4760.07%
204ISHARES TR4642873095,566$4700.07%
205RESMED INCRSMDF2,293$4540.06%
206AUTOMATIC DATA PROCESSING INADP1,766$4410.06%
207RHRH1,256$4370.06%
208NOVARTIS AGNVSEF4,472$4330.06%
209PALO ALTO NETWORKS INCPANW1,486$4220.06%
210MKS INSTRS INCMKSI3,169$4210.06%
211GUIDEWIRE SOFTWARE INCGWRE3,543$4140.06%
212ISHARES TR4642874082,211$4130.06%
213BILIBILI INCBLBLF36,622$4100.06%
214JOHNSON CTLS INTL PLCG515021056,225$4070.06%
215CSX CORPCSX10,761$3990.06%
216ELEVANCE HEALTH INCELV769$3990.06%
217CITIGROUP INCC-PR6,254$3960.06%
218COUPANG INCCPNG22,179$3950.06%
219ROSS STORES INCROST2,657$3900.06%
220SELECT SECTOR SPDR TR81369Y8031,867$3890.06%
221ICON PLCICLR1,154$3880.05%
222PHILIP MORRIS INTL INC7181721094,173$3820.05%
223INNOVATOR ETFS TRUSTINHD11,874$3780.05%
224DOLLAR GEN CORP NEW2566771052,408$3760.05%
225ISHARES TR4642876713,200$3750.05%
226SNOWFLAKE INCSNOW2,316$3740.05%
227SCHWAB STRATEGIC TR8085242016,009$3730.05%
228MCDONALDS CORPMCD1,312$3700.05%
229AGILENT TECHNOLOGIES INCA2,542$3700.05%
230TRIP COM GROUP LTDTRPCF8,374$3680.05%
231NUVEEN AMT FREE QLTY MUN INCNU33,226$3680.05%
232HUMANA INCHUM1,036$3590.05%
233SOLAREDGE TECHNOLOGIES INCSEDG5,056$3590.05%
234URBAN EDGE PPTYS91704F10420,598$3560.05%
235VANGUARD SCOTTSDALE FDS92206C5734,633$3550.05%
236SCHWAB STRATEGIC TR8085247489,906$3510.05%
237SAREPTA THERAPEUTICS INCSRPT2,691$3480.05%
238HUNT J B TRANS SVCS INC4456581071,710$3410.05%
239ZIMMER BIOMET HOLDINGS INCZBH2,577$3400.05%
240J P MORGAN EXCHANGE TRADED F46654Q8156,712$3380.05%
241BANK NEW YORK MELLON CORP0640581005,842$3370.05%
242ALIGN TECHNOLOGY INCALGN1,016$3330.05%
243SOUTHERN COSOMN4,628$3320.05%
244CHEVRON CORP NEWCVX2,106$3320.05%
245M & T BK CORP55261F1042,247$3270.05%
246SPDR SER TR78464A8882,918$3260.05%
247COLGATE PALMOLIVE COCL3,602$3240.05%
248SCHLUMBERGER LTDSLB5,870$3220.05%
249TRAVELERS COMPANIES INCTRV1,391$3200.05%
250UBIQUITI INCUI2,757$3190.05%
251BROWN FORMAN CORPBF-B6,000$3180.05%
252MATTHEWS ASIA FDS57712583416,815$3160.04%
253ISHARES TR4642877212,330$3150.04%
254ALNYLAM PHARMACEUTICALS INCALNY2,100$3140.04%
255BLACKSTONE INCBX2,386$3130.04%
256NEWMONT CORPNEMCL8,629$3090.04%
257INTUITINTU473$3080.04%
258ARGENX SEARGX779$3070.04%
259CHIPOTLE MEXICAN GRILL INCCMG105$3050.04%
260BRP GROUP INC05589G10210,349$3000.04%
261VANGUARD INDEX FDS9229087441,830$2980.04%
262ISHARES TR4642874403,118$2950.04%
263BAXTER INTL INC0718131096,874$2940.04%
264VANGUARD INDEX FDS922908363608$2920.04%
265VANGUARD WORLD FD92204A702557$2920.04%
266SOCIEDAD QUIMICA Y MINERA DE8336351055,933$2920.04%
267INNOVATOR ETFS TRUSTINHD14,240$2900.04%
268ACADEMY SPORTS & OUTDOORS INASO4,168$2820.04%
269SKYWORKS SOLUTIONS INCSWKS2,570$2780.04%
270SELECT SECTOR SPDR TR81369Y6056,594$2780.04%
271AIRBNB INCABNB1,661$2740.04%
272RBB FD INC74933W4525,427$2720.04%
273ALBEMARLE CORPALB-PA2,054$2710.04%
274INNOVATOR ETFS TRUSTINHD9,493$2670.04%
275COGNEX CORPCGNX6,279$2660.04%
276CELANESE CORP DELCE1,524$2620.04%
277VANGUARD MALVERN FDS9220208055,475$2620.04%
278SSGA ACTIVE ETF TR78467V8486,514$2610.04%
279LAM RESEARCH CORPLRCX263$2550.04%
280ISHARES TR4642875074,184$2540.04%
281PROSHARES TR74347R2062,888$2530.04%
282ISHARES TR4642871502,187$2520.04%
283U HAUL HOLDING COMPANYUHAL-B3,693$2490.04%
284CHUBB LIMITEDCB958$2480.04%
285SHERWIN WILLIAMS COSHW698$2420.03%
286GLOBAL PMTS INC37940X1021,796$2400.03%
287ALIBABA GROUP HLDG LTDBBAAY3,303$2390.03%
288ARCH CAP GROUP LTDG0450A1052,574$2380.03%
289CATERPILLAR INCCAT630$2310.03%
290BP PLCBPPFF6,081$2290.03%
291BOOKING HOLDINGS INCBKNG62$2250.03%
292TOYOTA MOTOR CORPTOYOF884$2220.03%
293FLEXSHARES TRFLEX5,416$2220.03%
294TEXTRON INCTXT2,305$2210.03%
295GALLAGHER ARTHUR J & CO363576109873$2180.03%
296COHU INCCOHU6,513$2170.03%
297GOLDMAN SACHS GROUP INCGSCE511$2130.03%
298DIAMONDBACK ENERGY INCFANG1,059$2100.03%
299THE CIGNA GROUP125523100575$2090.03%
300FIRST TR EXCHNG TRADED FD VI33740F4668,888$2040.03%
301DUN & BRADSTREET HLDGS INC26484T10620,117$2020.03%
302APELLIS PHARMACEUTICALS INCAPLS3,414$2010.03%
303GARRETT MOTION INCGTX19,800$1970.03%
304DOUGLAS EMMETT INCDEI12,859$1780.03%
305WARNER BROS DISCOVERY INCWBD18,322$1600.02%
306MAGNACHIP SEMICONDUCTOR CORPMX22,000$1230.02%
307PROSHARES TR74348A43413,360$1040.01%
308ELLSWORTH GROWTH & INCOME FD28907410611,636$940.01%
309WW INTL INC98262P10120,000$370.01%
310GOLD RESOURCE CORPGORO13,500$60.00%
311PINEAPPLE ENERGY INCPNPL34,604$20.00%