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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 Q2 2024 · Filed August 7, 2024 · Accession 0000712050-24-000007

Total Value
$731,913
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1INNOVATOR ETFS TRUSTINHD1,692,804$34,0764.66%
2FIRST TR EXCHANGE-TRADED FD33738D101998,105$30,4024.15%
3MATTHEWS ASIA FDS5771258261,110,089$29,9724.10%
4INNOVATOR ETFS TRUSTINHD438,771$26,0893.56%
5ISHARES TR46429B747227,801$22,6643.10%
6APPLE INCAAPL107,297$22,5993.09%
7VANGUARD WORLD FD92204A884148,278$20,4922.80%
8INVESCO QQQ TRIVZ41,985$20,1152.75%
9MICROSOFT CORPMSFT40,905$18,2822.50%
10SPDR SER TR78468R101632,613$18,2642.50%
11SCHWAB STRATEGIC TR808524870348,788$18,1402.48%
12AMAZON COM INCAMZN87,481$16,9062.31%
13VANGUARD WORLD FD92204A876114,069$16,8732.31%
14SPDR SER TR78464A664574,191$15,6292.14%
15SPDR SER TR78468R663166,145$15,2492.08%
16VANGUARD INDEX FDS922908553176,565$14,7892.02%
17INNOVATOR ETFS TRUSTINHD476,162$14,2041.94%
18GOLDMAN SACHS ETF TRNVGLF123,173$12,3271.68%
19INNOVATOR ETFS TRUSTINHD390,953$12,2811.68%
20FIRST TR EXCHNG TRADED FD VI33740U661294,465$10,2331.40%
21ISHARES TR464288588111,315$10,2201.40%
22RBB FD INC74933W536233,887$10,1621.39%
23SPDR SER TR78464A797196,482$9,1151.25%
24TAIWAN SEMICONDUCTOR MFG LTD87403910049,643$8,6281.18%
25ONE LIBERTY PPTYS INC682406103356,763$8,3771.14%
26ELI LILLY & COLLY8,324$7,5371.03%
27ALPHABET INCGOOG39,092$7,1700.98%
28SIMPLIFY EXCHANGE TRADED FUN82889N657283,723$6,0490.83%
29ISHARES TR464288323110,966$5,9240.81%
30SCHWAB STRATEGIC TR80852410292,738$5,8300.80%
31SPDR SER TR78468R739118,815$5,6070.77%
32META PLATFORMS INCMETA9,833$4,9580.68%
33KRANESHARES TRUST500767306176,617$4,7720.65%
34JPMORGAN CHASE & CO.VYLD20,996$4,2470.58%
35ISHARES TR46428881073,322$4,1090.56%
36SPDR SER TR78464A87039,993$3,7080.51%
37SELECT SECTOR SPDR TR81369Y88652,426$3,5720.49%
38PIMCO ETF TR72201R83335,471$3,5700.49%
39S&P GLOBAL INCSPGI7,573$3,3770.46%
40ABBVIE INCABBV19,281$3,3070.45%
41EXXON MOBIL CORPXOM28,667$3,3000.45%
42SPDR SER TR78464A69866,687$3,2740.45%
43NVIDIA CORPORATIONNVDA25,823$3,1900.44%
44RBB FD INC74933W45261,790$3,0910.42%
45FIDELITY COVINGTON TRUST31609278250,940$2,9330.40%
46ISHARES TR464287390115,789$2,8670.39%
47ANGEL OAK FUNDS TRUST03463K737335,495$2,8520.39%
48MERCK & CO INCMRK22,208$2,7490.38%
49VANECK ETF TRUST92189F67610,528$2,7450.38%
50FIRST TR EXCHANGE-TRADED FD33733E849129,457$2,6380.36%
51BERKSHIRE HATHAWAY INC DELBRK-A6,386$2,5980.35%
52ISHARES TR46428857024,027$2,4950.34%
53ISHARES TR46429B59842,483$2,3700.32%
54ISHARES TR46428734156,178$2,3320.32%
55INVESCO EXCH TRADED FD TR IIIVZ57,710$2,3210.32%
56UNITEDHEALTH GROUP INCUNH4,262$2,1700.30%
57SPDR S&P 500 ETF TRSPY3,931$2,1400.29%
58JOHNSON & JOHNSONJNJ14,586$2,1320.29%
59INNOVATOR ETFS TRUSTINHD56,854$2,1300.29%
60VANGUARD WORLD FD92191070928,811$2,1150.29%
61SERVICENOW INCNOW2,567$2,0190.28%
62ORACLE CORPORCL-PD14,188$2,0030.27%
63VANECK ETF TRUST92189F10658,733$1,9930.27%
64HOME DEPOT INCHD5,702$1,9630.27%
65ASML HOLDING N VASMLF1,879$1,9230.26%
66ISHARES INC46428677228,622$1,8920.26%
67PACER FDS TR69374H74167,368$1,8420.25%
68SPDR SER TR78464A30023,388$1,8320.25%
69PIMCO EQUITY SER72202L38987,978$1,8000.25%
70AXON ENTERPRISE INCAXON6,000$1,7650.24%
71VISA INCV6,632$1,7410.24%
72NETFLIX INCNFLX2,518$1,6990.23%
73AMGEN INCAMGN5,336$1,6670.23%
74FIRST TR EXCHNG TRADED FD VI33740F26880,435$1,6490.23%
75CANADIAN NAT RES LTD13638510146,094$1,6410.22%
76SPDR INDEX SHS FDS78463X74938,423$1,5960.22%
77SCHWAB STRATEGIC TR80852480540,547$1,5580.21%
78ISHARES TR46428818221,579$1,5530.21%
79DBX ETF TR23305187965,297$1,5390.21%
80DISNEY WALT CO25468710615,280$1,5170.21%
81MERCADOLIBRE INCMELI919$1,5100.21%
82LOCKHEED MARTIN CORPLMT3,231$1,5090.21%
83BRT APARTMENTS CORPBRT86,348$1,5080.21%
84WALMART INCWMT20,995$1,4220.19%
85GOLDMAN SACHS ETF TRNVGLF42,585$1,3910.19%
86FIRST TR EXCHNG TRADED FD VI33740U10966,933$1,3810.19%
87COSTCO WHSL CORP NEW22160K1051,606$1,3650.19%
88APPLOVIN CORPAPP16,242$1,3520.18%
89INTERNATIONAL BUSINESS MACHSINTR7,786$1,3470.18%
90ALPHABET INCGOOG7,258$1,3220.18%
91QUALCOMM INCQCOM6,617$1,3180.18%
92SCHWAB STRATEGIC TR80852470648,869$1,2980.18%
93VANGUARD WORLD FD92204A5044,729$1,2580.17%
94ISHARES TR46428722612,933$1,2550.17%
95ASTRAZENECA PLCAZN15,924$1,2420.17%
96SCHWAB STRATEGIC TR80852440916,692$1,2370.17%
97FIRST TR EXCHNG TRADED FD VI33740F27664,699$1,2020.16%
98UBER TECHNOLOGIES INCUBER16,374$1,1900.16%
99PFIZER INCPFE42,208$1,1810.16%
100ABBOTT LABSABLZF11,264$1,1700.16%
101ISHARES TR46432F84216,047$1,1660.16%
102FLEXSHARES TRFLEX21,224$1,1290.15%
103VANECK ETF TRUST92189F7266,682$1,1250.15%
104SCHWAB STRATEGIC TR80852450814,178$1,1030.15%
105BRISTOL-MYERS SQUIBB COCELG-RI26,366$1,0950.15%
106CISCO SYS INCCSCO23,042$1,0950.15%
107PEPSICO INCPEP6,619$1,0920.15%
108SPDR S&P MIDCAP 400 ETF TRMDY2,028$1,0850.15%
109ISHARES INC46434G77219,718$1,0690.15%
110DANAHER CORPORATION2358511024,272$1,0670.15%
111REGENERON PHARMACEUTICALSREGN998$1,0490.14%
112ISHARES TR46432F3396,076$1,0380.14%
113COCA COLA COKO16,273$1,0360.14%
114INVESCO EXCHANGE TRADED FD TIVZ25,622$1,0110.14%
115MASTERCARD INCORPORATEDMA2,285$1,0080.14%
116SPDR SER TR78464A40912,562$1,0070.14%
117ISHARES SILVER TRSLV37,525$9970.14%
118CONOCOPHILLIPSCOP8,452$9670.13%
119BOSTON SCIENTIFIC CORPBSX12,423$9570.13%
120ADOBE INCADBE1,717$9540.13%
121ISHARES TR4642872001,732$9480.13%
122SELECT SECTOR SPDR TR81369Y2096,438$9380.13%
123RTX CORPORATIONRTX9,214$9250.13%
124AMERICAN TOWER CORP NEW03027X1004,740$9210.13%
125COPART INCCPRT16,721$9060.12%
126AON PLCAON2,996$8800.12%
127UNIVERSAL HEALTH RLTY INCOME91359E10522,449$8790.12%
128INTUITIVE SURGICAL INCISRG1,963$8730.12%
129ISHARES INC46428682215,114$8560.12%
130INNOVATOR ETFS TRUSTINHD30,703$8440.12%
131HDFC BANK LTDHDB12,937$8320.11%
132TOTALENERGIES SETTE12,349$8230.11%
133BANK AMERICA CORP06050510420,546$8170.11%
134VANGUARD SCOTTSDALE FDS92206C77117,718$8040.11%
135VERIZON COMMUNICATIONS INCVZ19,230$7930.11%
136ISHARES TR46428887714,856$7880.11%
137INVESCO EXCHANGE TRADED FD TIVZ11,981$7780.11%
138SCHWAB STRATEGIC TR80852484738,387$7670.10%
139SCHWAB STRATEGIC TR8085243007,447$7510.10%
140MEDTRONIC PLCMDT9,476$7460.10%
141AMERICAN EXPRESS COAXP3,212$7440.10%
142GLOBAL X FDS37954Y23648,871$7360.10%
143SHOPIFY INCSHOP11,119$7340.10%
144PROCTER AND GAMBLE CO7427181094,363$7190.10%
145THERMO FISHER SCIENTIFIC INCTMO1,297$7170.10%
146BOEING COBA-PA3,863$7030.10%
147SCHWAB STRATEGIC TR80852475519,951$6990.10%
148SPDR GOLD TRGLD3,238$6960.10%
149GUIDEWIRE SOFTWARE INCGWRE5,023$6930.09%
150VERTEX PHARMACEUTICALS INCVRTX1,472$6900.09%
151INTEL CORPINTC22,154$6860.09%
152VANGUARD INDEX FDS9229087692,563$6860.09%
153KLA CORPKLAC829$6830.09%
154INNOVATOR ETFS TRUSTINHD18,708$6830.09%
155DESPEGAR COM CORPG2735810350,972$6740.09%
156ALCON AGALC7,534$6710.09%
157ICICI BANK LIMITEDIBN23,249$6700.09%
158ABRDN PRECIOUS METALS BASKETGLTR6,471$6660.09%
159DIAMONDBACK ENERGY INCFANG3,317$6640.09%
160VANGUARD STAR FDS92190976810,904$6580.09%
161GE AEROSPACE3696043014,072$6470.09%
162SCHWAB STRATEGIC TR80852486213,378$6440.09%
163SCHWAB CHARLES CORPSCHW-PJ8,741$6440.09%
164AT&T INCT-PC33,181$6340.09%
165ERO COPPER CORPERO29,447$6300.09%
166US BANCORP DELUSB-PS15,604$6190.08%
167ISHARES TR4642882575,462$6140.08%
168VANGUARD WORLD FD9219108161,945$6110.08%
169SCHWAB STRATEGIC TR80852488817,075$6080.08%
1703M COMMM5,906$6040.08%
171SPDR SER TR78464A8217,101$5970.08%
172SALESFORCE INCCRM2,255$5800.08%
173QIFU TECHNOLOGY INCQFNHF28,793$5680.08%
174CITIZENS FINL GROUP INCCIA15,702$5660.08%
175SPDR SER TR78464A50811,587$5650.08%
176BURLINGTON STORES INCBURL2,309$5540.08%
177VANGUARD WHITEHALL FDS9219464064,666$5530.08%
178RHRH2,257$5520.08%
179PROGRESSIVE CORP7433151032,628$5460.07%
180WELLS FARGO CO NEW9497461019,201$5460.07%
181SCHWAB CHARLES FAMILY FDSCHW-PJ537,824$5380.07%
182DTE ENERGY CODTK4,819$5350.07%
183CMS ENERGY CORPCMS-PC8,963$5340.07%
184D R HORTON INC23331A1093,785$5330.07%
185ALLIANT ENERGY CORPLNT10,443$5320.07%
186FIDELITY COVINGTON TRUST3160927908,663$5310.07%
187INNOVATOR ETFS TRUSTINHD13,394$5200.07%
188MARRIOTT VACATIONS WORLDWIDEVAC5,921$5170.07%
189ISHARES TR4642884067,330$5150.07%
190ISHARES TR4642873095,566$5150.07%
191SPDR SER TR78464A65620,253$5150.07%
192PROLOGIS INC.PLDGP4,568$5130.07%
193ALNYLAM PHARMACEUTICALS INCALNY2,112$5130.07%
194ACCENTURE PLC IRELANDACN1,679$5090.07%
195BROWN FORMAN CORPBF-B11,766$5080.07%
196MICROCHIP TECHNOLOGY INC.MCHPP5,493$5030.07%
197EVERGY INCEVRG9,501$5030.07%
198SCHWAB STRATEGIC TR80852460710,579$5020.07%
199WISDOMTREE TRWT11,346$4910.07%
200ISHARES TR4642875563,515$4820.07%
201COUPANG INCCPNG22,955$4810.07%
202CONSOLIDATED EDISON INCED5,363$4800.07%
203NUTRIEN LTDNTR9,425$4800.07%
204ROSS STORES INCROST3,249$4720.06%
205NOVARTIS AGNVSEF4,417$4700.06%
206COMCAST CORP NEWCCZ11,954$4680.06%
207ICON PLCICLR1,479$4640.06%
208SCHWAB STRATEGIC TR8085242017,159$4600.06%
209ISHARES TR4642888514,552$4530.06%
210GLOBANT S AGLOB2,536$4520.06%
211COSTAR GROUP INCCSGP6,077$4510.06%
212CORNING INCGLW11,548$4490.06%
213ISHARES TR4642874082,451$4460.06%
214NORTHROP GRUMMAN CORPNOC1,001$4360.06%
215KE HLDGS INCBEKE30,461$4310.06%
216PIMCO ETF TR72201R58516,583$4250.06%
217ELEVANCE HEALTH INCELV780$4220.06%
218SCHLUMBERGER LTDSLB8,920$4210.06%
219JOHNSON CTLS INTL PLCG515021056,225$4140.06%
220ISHARES TR4642876713,243$4130.06%
221STARBUCKS CORPSBUX5,269$4100.06%
222PHILIP MORRIS INTL INC7181721094,035$4090.06%
223COOPER COS INC2166485014,603$4020.05%
224COGNEX CORPCGNX8,518$3980.05%
225INNOVATOR ETFS TRUSTINHD11,874$3860.05%
226CITIGROUP INCC-PR6,013$3820.05%
227NUVEEN AMT FREE QLTY MUN INCNU33,250$3810.05%
228URBAN EDGE PPTYS91704F10420,598$3800.05%
229MICRON TECHNOLOGY INCMU2,847$3740.05%
230COLUMBIA ETF TR II19762B50917,642$3690.05%
231ALBEMARLE CORPALB-PA3,858$3690.05%
232DUN & BRADSTREET HLDGS INC26484T10638,842$3600.05%
233ISHARES TR4642877212,330$3510.05%
234MKS INSTRS INCMKSI2,686$3510.05%
235M & T BK CORP55261F1042,314$3500.05%
236COLGATE PALMOLIVE COCL3,602$3500.05%
237BANK NEW YORK MELLON CORP0640581005,842$3500.05%
238GENERAC HLDGS INCGNRC2,640$3490.05%
239AUTOMATIC DATA PROCESSING INADP1,445$3450.05%
240SCHWAB STRATEGIC TR8085247489,922$3450.05%
241CHEVRON CORP NEWCVX2,168$3390.05%
242CSX CORPCSX10,064$3370.05%
243ARGENX SEARGX782$3360.05%
244MCDONALDS CORPMCD1,315$3350.05%
245SELECT SECTOR SPDR TR81369Y8031,483$3350.05%
246VANGUARD SCOTTSDALE FDS92206C5734,418$3340.05%
247AGILENT TECHNOLOGIES INCA2,562$3320.05%
248MERCURY SYS INCMRCY11,677$3150.04%
249CHIPOTLE MEXICAN GRILL INCCMG5,000$3130.04%
250ISHARES INC46434G7645,243$3100.04%
251INTUITINTU467$3070.04%
252SOUTHERN COSOMN3,950$3060.04%
253VANGUARD INDEX FDS922908363611$3060.04%
254SAREPTA THERAPEUTICS INCSRPT1,931$3050.04%
255VANGUARD INDEX FDS9229087441,859$2980.04%
256BLACKSTONE INCBX2,386$2950.04%
257SPDR SER TR78464A8882,920$2950.04%
258VANGUARD WORLD FD92204A702503$2900.04%
259J P MORGAN EXCHANGE TRADED F46654Q8155,635$2830.04%
260FIRST SOLAR INCFSLR1,237$2790.04%
261HUNT J B TRANS SVCS INC4456581071,718$2750.04%
262ZIMMER BIOMET HOLDINGS INCZBH2,521$2740.04%
263INTERNATIONAL GAME TECHNOLOGINTR13,312$2720.04%
264SELECT SECTOR SPDR TR81369Y6056,594$2710.04%
265INNOVATOR ETFS TRUSTINHD13,519$2680.04%
266BROWN FORMAN CORPBF-B6,000$2650.04%
267PROSHARES TR74347R2062,635$2630.04%
268AIRBNB INCABNB1,729$2620.04%
269MATTHEWS ASIA FDS57712583413,643$2620.04%
270ISHARES TR4642888852,538$2600.04%
271ISHARES TR4642874402,768$2590.04%
272ISHARES TR4642871502,172$2580.04%
273GOLDMAN SACHS GROUP INCGSCE563$2550.03%
274NEXTRACKER INCNXT5,419$2540.03%
275BOOKING HOLDINGS INCBKNG64$2540.03%
276VANGUARD BD INDEX FDS9219378353,517$2530.03%
277SYNOPSYS INCSNPS425$2530.03%
278ISHARES TR4642875074,195$2460.03%
279ALIGN TECHNOLOGY INCALGN1,013$2450.03%
280TELEFLEX INCORPORATEDTFX1,156$2430.03%
281CHUBB LIMITEDCB949$2420.03%
282SSGA ACTIVE ETF TR78467V8486,038$2400.03%
283ALIBABA GROUP HLDG LTDBBAAY3,317$2390.03%
284ARM HOLDINGS PLC0420682051,458$2390.03%
285BAXTER INTL INC0718131096,899$2310.03%
286THE BALDWIN INSURANCE GRP IN05589G1026,483$2300.03%
287VANGUARD MALVERN FDS9220208054,711$2290.03%
288U HAUL HOLDING COMPANYUHAL-B3,706$2290.03%
289NU HLDGS LTDNU17,504$2260.03%
290MODERNA INCMRNA1,897$2250.03%
291TRIP COM GROUP LTDTRPCF4,773$2240.03%
292BP PLCBPPFF6,053$2190.03%
293TRAVELERS COMPANIES INCTRV1,070$2180.03%
294CATERPILLAR INCCAT654$2180.03%
295TESLA INCTSLA1,098$2170.03%
296COHU INCCOHU6,528$2160.03%
297LAM RESEARCH CORPLRCX202$2150.03%
298HP INCHPQ6,069$2130.03%
299SHELL PLCRYDAF2,929$2110.03%
300GALLAGHER ARTHUR J & CO363576109812$2110.03%
301INNOVATOR ETFS TRUSTINHD7,608$2100.03%
302CELANESE CORP DELCE1,524$2060.03%
303SKYWORKS SOLUTIONS INCSWKS1,900$2030.03%
304GE VERNOVA INCGEV1,170$2010.03%
305BROADCOM INCAVGO125$2010.03%
306DOUGLAS ELLIMAN INCDOUG133,270$1550.02%
307WARNER BROS DISCOVERY INCWBD17,961$1340.02%
308MAGNACHIP SEMICONDUCTOR CORPMX22,000$1070.01%
309ELLSWORTH GROWTH & INCOME FD28907410611,636$960.01%
310ITAU UNIBANCO HLDG S A46556210615,519$910.01%
311HERTZ GLOBAL HLDGS INCHTZWW20,000$490.01%
312WW INTL INC98262P10120,000$230.00%
313GOLD RESOURCE CORPGORO13,500$50.00%