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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 Q4 2024 · Filed February 7, 2025 · Accession 0000712050-25-000003

Total Value
$784.1M
Positions
332
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (332)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33738D101962,750$34.3M4.38%
2VANGUARD SCOTTSDALE FDS92206C102534,040$31.1M3.96%
3SPDR SER TR78468R663289,498$26.5M3.38%
4APPLE INCAAPL104,975$26.3M3.35%
5MATTHEWS ASIA FDS577125826814,120$22.3M2.84%
6ISHARES TR46429B747220,444$22.2M2.83%
7VANGUARD WORLD FD92204A884140,148$21.7M2.77%
8INVESCO QQQ TRIVZ41,377$21.2M2.70%
9RBB FD INC74933W536456,696$19.4M2.48%
10SPDR SER TR78468R101659,411$19.1M2.44%
11VANGUARD WORLD FD92204A876116,704$19.1M2.43%
12SCHWAB STRATEGIC TR808524870714,017$18.4M2.35%
13AMAZON COM INCAMZN77,290$17.0M2.16%
14SPDR SER TR78464A383746,474$16.1M2.05%
15VANGUARD INDEX FDS922908553179,319$16.0M2.04%
16VANGUARD SCOTTSDALE FDS92206C847286,906$15.9M2.03%
17SPDR SER TR78464A797280,282$15.5M1.98%
18SPDR S&P MIDCAP 400 ETF TRMDY24,469$13.9M1.78%
19VANECK ETF TRUST92189F67650,285$12.2M1.55%
20MICROSOFT CORPMSFT27,708$11.7M1.49%
21JANUS DETROIT STR TR47103U746193,755$10.0M1.28%
22ISHARES TR464288588106,881$9.8M1.25%
23ONE LIBERTY PPTYS INC682406103356,763$9.7M1.24%
24MATTHEWS ASIA FDS577125834397,921$8.8M1.12%
25VANGUARD WORLD FD92204A60332,358$8.2M1.05%
26ISHARES TR46432F33942,811$7.6M0.97%
27ELI LILLY & COLLY9,577$7.4M0.94%
28ANGEL OAK FUNDS TRUST03463K760356,614$7.3M0.94%
29FIDELITY WISE ORIGIN BITCOINFBTC78,946$6.4M0.82%
30ALPHABET INCGOOG31,680$6.0M0.77%
31NVIDIA CORPORATIONNVDA42,798$5.7M0.73%
32META PLATFORMS INCMETA9,172$5.4M0.68%
33SIMPLIFY EXCHANGE TRADED FUN82889N657243,918$5.2M0.66%
34FIRST TR EXCHANGE-TRADED FD33733E20330,209$5.0M0.64%
35JPMORGAN CHASE & CO.VYLD20,682$5.0M0.63%
36ANGEL OAK FUNDS TRUST03463K737573,291$4.9M0.62%
37SPDR GOLD TRGLD19,943$4.8M0.62%
38SCHWAB STRATEGIC TR808524102205,019$4.7M0.59%
39ISHARES TR46428832383,614$4.4M0.57%
40SELECT SECTOR SPDR TR81369Y88654,469$4.1M0.53%
41KRANESHARES TRUST500767306137,769$4.0M0.51%
42DBX ETF TR233051879148,702$3.9M0.50%
43SCHWAB STRATEGIC TR808524409150,895$3.9M0.50%
44SELECT SECTOR SPDR TR81369Y60580,771$3.9M0.50%
45TAIWAN SEMICONDUCTOR MFG LTD87403910018,096$3.6M0.46%
46AXON ENTERPRISE INCAXON6,000$3.6M0.45%
47ISHARES TR46428750754,616$3.4M0.43%
48S&P GLOBAL INCSPGI6,721$3.3M0.43%
49SPDR SER TR78468R73969,276$3.3M0.42%
50ABBVIE INCABBV18,209$3.2M0.41%
51SPDR SER TR78464A69852,134$3.1M0.40%
52ISHARES TR46428881053,896$3.1M0.40%
53PIMCO ETF TR72201R83330,415$3.1M0.39%
54FIDELITY COVINGTON TRUST31609278247,500$2.9M0.37%
55ISHARES TR46428752313,334$2.9M0.37%
56EXXON MOBIL CORPXOM26,008$2.8M0.36%
57INVESCO EXCH TRADED FD TR IIIVZ42,473$2.8M0.35%
58BERKSHIRE HATHAWAY INC DELBRK-A5,997$2.7M0.35%
59RBB FD INC74933W45254,388$2.7M0.35%
60BROADCOM INCAVGO11,178$2.6M0.33%
61ORACLE CORPORCL-PD15,515$2.6M0.33%
62SPDR SER TR78464A87028,341$2.6M0.33%
63ISHARES TR46428857022,844$2.5M0.32%
64MERCK & CO INCMRK24,685$2.5M0.31%
65NETFLIX INCNFLX2,744$2.4M0.31%
66ISHARES TR46428879416,956$2.4M0.31%
67SPDR S&P 500 ETF TRSPY3,914$2.3M0.29%
68ISHARES TR46428751522,293$2.2M0.28%
69INNOVATOR ETFS TRUSTINHD55,135$2.2M0.27%
70SPDR SER TR78464A30024,405$2.1M0.27%
71BRISTOL-MYERS SQUIBB COCELG-RI36,168$2.0M0.26%
72APPLOVIN CORPAPP6,291$2.0M0.26%
73SPDR SER TR78464A78934,751$2.0M0.25%
74JOHNSON & JOHNSONJNJ13,192$1.9M0.24%
75INTERNATIONAL BUSINESS MACHSINTR8,393$1.8M0.24%
76INNOVATOR ETFS TRUSTINHD29,073$1.8M0.23%
77WALMART INCWMT20,058$1.8M0.23%
78PIMCO ETF TR72201R58568,780$1.8M0.23%
79SPDR INDEX SHS FDS78463X74940,589$1.7M0.22%
80DISNEY WALT CO25468710615,502$1.7M0.22%
81SELECT SECTOR SPDR TR81369Y20911,881$1.6M0.21%
82AT&T INCT-PC70,949$1.6M0.21%
83SPDR SER TR78464A66460,288$1.6M0.20%
84BRT APARTMENTS CORPBRT86,348$1.6M0.20%
85PACER FDS TR69374H74150,569$1.5M0.19%
86UNITEDHEALTH GROUP INCUNH2,933$1.5M0.19%
87MERCADOLIBRE INCMELI863$1.5M0.19%
88COSTCO WHSL CORP NEW22160K1051,572$1.4M0.18%
89PIMCO EQUITY SER72202L38974,307$1.4M0.18%
90FIRST TR EXCHNG TRADED FD VI33740U10967,354$1.4M0.18%
91ALPHABET INCGOOG7,268$1.4M0.18%
92ASTRAZENECA PLCAZN20,821$1.4M0.17%
93CISCO SYS INCCSCO22,915$1.4M0.17%
94RTX CORPORATIONRTX11,240$1.3M0.17%
95FIRST TR EXCHNG TRADED FD VI33740F27666,502$1.3M0.17%
96BOEING COBA-PA7,190$1.3M0.16%
97ISHARES TR46432F84218,018$1.3M0.16%
98BOSTON SCIENTIFIC CORPBSX14,128$1.3M0.16%
99SPDR SER TR78464A40914,033$1.2M0.16%
100ENBRIDGE INCENNPF28,624$1.2M0.15%
101MASTERCARD INCORPORATEDMA2,283$1.2M0.15%
102FLEXSHARES TRFLEX21,605$1.2M0.15%
103VISA INCV3,700$1.2M0.15%
104INTUITIVE SURGICAL INCISRG2,215$1.2M0.15%
105SCHWAB STRATEGIC TR80852480562,446$1.2M0.15%
106KLA CORPKLAC1,825$1.2M0.15%
107LOCKHEED MARTIN CORPLMT2,267$1.1M0.14%
108ISHARES TR4642872001,811$1.1M0.14%
109VANECK ETF TRUST92189F7266,654$1.0M0.13%
110AMGEN INCAMGN3,946$1.0M0.13%
111COCA COLA COKO16,436$1.0M0.13%
112VERTIV HOLDINGS COVRT8,904$1.0M0.13%
113SCHWAB STRATEGIC TR80852450836,360$1.0M0.13%
114ISHARES TR46428818213,944$1.0M0.13%
115PEPSICO INCPEP6,617$1.0M0.13%
116ISHARES TR46428722610,354$1.0M0.13%
117COPART INCCPRT17,160$984,8120.13%
118PFIZER INCPFE36,511$968,6320.12%
119AMERICAN EXPRESS COAXP3,218$955,0680.12%
120ABBOTT LABSABLZF8,424$952,8090.12%
121DANAHER CORPORATION2358511024,132$948,5900.12%
122INNOVATOR ETFS TRUSTINHD46,764$915,1780.12%
123CADENCE DESIGN SYSTEM INCCDNS3,042$913,9990.12%
124SOUTHERN COSOMN10,857$893,7270.11%
125NEXTERA ENERGY INCNEE-PW12,385$887,8490.11%
126RHRH2,247$884,3970.11%
127SCHWAB STRATEGIC TR80852470633,203$884,2020.11%
128TERADYNE INCTER6,982$879,1730.11%
129EQT CORPEQT18,670$860,8740.11%
130SYNOPSYS INCSNPS1,765$856,6600.11%
131FIRST SOLAR INCFSLR4,855$855,6450.11%
132BANK AMERICA CORP06050510419,333$849,6780.11%
133UNIVERSAL HEALTH RLTY INCOME91359E10522,449$835,3270.11%
134SCHWAB STRATEGIC TR80852430029,638$826,0070.11%
135VERIZON COMMUNICATIONS INCVZ20,323$812,7030.10%
136ISHARES TR46428887715,470$811,7060.10%
137VANGUARD WORLD FD92204A5043,167$803,4040.10%
138THERMO FISHER SCIENTIFIC INCTMO1,541$801,5730.10%
139ASTERA LABS INCALAB6,018$797,0840.10%
140INVESCO EXCHANGE TRADED FD TIVZ11,981$788,2310.10%
141AMERICAN TOWER CORP NEW03027X1004,278$784,6480.10%
142US BANCORP DELUSB-PS16,382$783,5660.10%
143AMERICAN ELEC PWR CO INC0255371018,456$779,8610.10%
144PROCTER AND GAMBLE CO7427181094,616$773,8280.10%
1453M COMMM5,964$769,9090.10%
146BLOCK INCBSQKZ8,991$764,1450.10%
147DESPEGAR COM CORPG2735810339,618$762,6470.10%
148VANGUARD INDEX FDS9229087692,629$761,8650.10%
149PALANTIR TECHNOLOGIES INCPLTR10,048$759,9300.10%
150GUIDEWIRE SOFTWARE INCGWRE4,483$755,7440.10%
151CONOCOPHILLIPSCOP7,601$753,7610.10%
152TESLA INCTSLA1,839$742,6620.09%
153MEDTRONIC PLCMDT9,018$720,3220.09%
154VANGUARD SCOTTSDALE FDS92206C77115,800$716,3780.09%
155DOUGLAS ELLIMAN INCDOUG427,901$714,5950.09%
156WHEATON PRECIOUS METALS CORPWPM12,636$710,6430.09%
157MERCURY SYS INCMRCY16,832$706,9440.09%
158INNOVATOR ETFS TRUSTINHD23,959$705,3510.09%
159VANGUARD INDEX FDS9229083631,306$703,5620.09%
160CITIZENS FINL GROUP INCCIA15,854$693,7720.09%
161INVESCO EXCHANGE TRADED FD TIVZ16,871$682,2260.09%
162CAMECO CORPCCJ13,268$681,8620.09%
163GOLDMAN SACHS ETF TRNVGLF21,326$680,7170.09%
164VISTRA CORPVST4,905$676,2710.09%
165GENERAC HLDGS INCGNRC4,360$676,0180.09%
166BURLINGTON STORES INCBURL2,367$674,7370.09%
167VANGUARD WORLD FD9219108161,945$667,9320.09%
168SALESFORCE INCCRM1,989$664,8730.08%
169DUKE ENERGY CORP NEWDUKB6,135$660,9840.08%
170SCHWAB STRATEGIC TR80852475519,784$657,0100.08%
171ICICI BANK LIMITEDIBN21,985$656,4760.08%
172QIFU TECHNOLOGY INCQFNHF17,085$655,7140.08%
173ISHARES TR4642882575,455$640,9360.08%
174INNOVATOR ETFS TRUSTINHD16,523$636,1360.08%
175TOAST INCTOST17,030$620,7440.08%
176AON PLCAON1,726$619,9100.08%
177WELLS FARGO CO NEW9497461018,725$612,8290.08%
178ISHARES TR4642886615,267$608,5710.08%
179COTERRA ENERGY INCCTRA23,823$608,4340.08%
180MARVELL TECHNOLOGY INCMRVL5,496$607,0330.08%
181VANGUARD STAR FDS92190976810,195$600,7930.08%
182ALLIANT ENERGY CORPLNT10,120$598,5150.08%
183GLOBAL X FDS37954Y23635,683$590,5490.08%
184VANGUARD WHITEHALL FDS9219464064,609$588,1130.08%
185SPDR SER TR78464A8216,749$586,4150.07%
186SCHWAB STRATEGIC TR80852484727,822$585,9240.07%
187SEA LTDSE5,477$581,1100.07%
188EVERGY INCEVRG9,394$578,2090.07%
189DTE ENERGY CODTK4,774$576,4990.07%
190COSTAR GROUP INCCSGP8,016$573,8650.07%
191CMS ENERGY CORPCMS-PC8,491$565,9050.07%
192ISHARES TR4642873095,566$565,1160.07%
193TECHNIPFMC PLCFTI19,443$562,6850.07%
194SPDR SER TR78464A50810,997$562,3950.07%
195INNOVATOR ETFS TRUSTINHD18,591$561,9690.07%
196GE AEROSPACE3696043013,339$556,9430.07%
197EXELON CORPEXC14,709$553,6310.07%
198FIDELITY COVINGTON TRUST3160927908,438$552,1270.07%
199HOME DEPOT INCHD1,400$544,5900.07%
200ISHARES TR4642884067,330$544,3260.07%
201KE HLDGS INCBEKE29,468$542,7960.07%
202ABRDN PRECIOUS METALS BASKETGLTR4,941$542,4670.07%
203SPDR SER TR78468R85311,987$538,4710.07%
204ADVANCED ENERGY INDS0079731004,586$530,3140.07%
205INNOVATOR ETFS TRUSTINHD12,876$530,1050.07%
206IDACORP INCIDA4,791$523,5600.07%
207DOMINION ENERGY INCD9,351$503,6390.06%
208SPDR SER TR78464A65619,446$492,1660.06%
209JOHNSON CTLS INTL PLCG515021056,201$489,4450.06%
210DOORDASH INCDASH2,913$488,6560.06%
211TKO GROUP HOLDINGS INCTKO3,407$484,1690.06%
212SCHWAB STRATEGIC TR80852420120,839$483,0530.06%
213VANECK ETF TRUST92189F10614,170$480,5090.06%
214DUN & BRADSTREET HLDGS INC26484T10638,543$480,2490.06%
215SCHWAB STRATEGIC TR80852460718,214$471,0250.06%
216ISHARES TR4642874082,464$470,2400.06%
217BRUKER CORPBRKRP7,983$467,9850.06%
218SERVICENOW INCNOW439$465,3930.06%
219COMCAST CORP NEWCCZ12,386$464,8440.06%
220TRANSUNIONTRU5,006$464,1380.06%
221ENCORE CAP GROUP INCECR9,716$464,1330.06%
222SUMMIT MATLS INC86614U1009,120$461,4720.06%
223SEMTECH CORPSMTC7,405$457,9990.06%
224AUTOMATIC DATA PROCESSING INADP1,561$456,9520.06%
225ISHARES TR4642876713,243$451,9120.06%
226MCDONALDS CORPMCD1,557$451,2860.06%
227PHILIP MORRIS INTL INC7181721093,716$447,1680.06%
228BROWN FORMAN CORPBF-B11,766$446,8730.06%
229SCHWAB STRATEGIC TR80852488812,966$445,1060.06%
230WISDOMTREE TRWT10,988$444,8920.06%
231URBAN EDGE PPTYS91704F10420,598$442,8570.06%
232ISHARES SILVER TRSLV16,639$438,1050.06%
233CITIGROUP INCC-PR6,189$435,6410.06%
234BANK NEW YORK MELLON CORP0640581005,654$434,3970.06%
235CONSOLIDATED EDISON INCED4,832$431,1420.05%
236ADOBE INCADBE944$419,7780.05%
237AMKOR TECHNOLOGY INCAMKR16,299$418,7120.05%
238STARBUCKS CORPSBUX4,476$408,4800.05%
239SCHWAB STRATEGIC TR80852486216,568$398,6160.05%
240ZEBRA TECHNOLOGIES CORPORATIZBRA1,028$397,0340.05%
241KULICKE & SOFFA INDS INC5012421018,415$392,6450.05%
242ISHARES TR4642888514,362$391,0080.05%
243GE VERNOVA INCGEV1,141$375,3090.05%
244BLACKSTONE INCBX2,176$375,1380.05%
245BLOOM ENERGY CORPBE16,811$373,3720.05%
246ISHARES TR4642877212,330$371,6820.05%
247ASML HOLDING N VASMLF531$368,0250.05%
248LITTELFUSE INCLFUS1,541$363,2330.05%
249VANGUARD SCOTTSDALE FDS92206C5734,742$359,0120.05%
250ALCON AGALC4,183$355,0950.05%
251SPDR SER TR78468R5316,226$351,6350.04%
252SELECT SECTOR SPDR TR81369Y8031,501$349,0540.04%
253CHEVRON CORP NEWCVX2,366$342,6290.04%
254ISHARES TR4642875562,502$330,8290.04%
255CHIPOTLE MEXICAN GRILL INCCMG5,486$330,8060.04%
256YPF SOCIEDAD ANONIMAYPF7,720$328,1770.04%
257SCHWAB STRATEGIC TR8085247489,612$328,1540.04%
258CSX CORPCSX10,064$324,7650.04%
259INTEL CORPINTC16,173$324,2740.04%
260BOOKING HOLDINGS INCBKNG64$317,9790.04%
261NOVARTIS AGNVSEF3,248$316,0630.04%
262VANGUARD INDEX FDS922908736767$314,8690.04%
263RINGCENTRAL INCRNG8,967$313,9350.04%
264VANGUARD WORLD FD92204A702503$312,7000.04%
265COLGATE PALMOLIVE COCL3,393$308,4580.04%
266PROGRESSIVE CORP7433151031,285$307,9000.04%
267SPDR SER TR78464A8882,923$305,4510.04%
268VANGUARD SCOTTSDALE FDS92206C4093,899$304,1820.04%
269VANGUARD INDEX FDS9229087441,789$302,8130.04%
270ISHARES TR4642883565,218$298,8870.04%
271INNOVATOR ETFS TRUSTINHD8,595$296,4830.04%
272FMC CORPFMC6,007$292,0000.04%
273ISHARES INC46434G7645,251$291,1680.04%
274ELEVANCE HEALTH INCELV776$286,2800.04%
275SAREPTA THERAPEUTICS INCSRPT2,351$285,8580.04%
276VANGUARD SCOTTSDALE FDS92206C8703,540$284,1560.04%
277ISHARES TR46435U5496,118$284,1200.04%
278ISHARES TR4642871502,188$281,4070.04%
279QUALCOMM INCQCOM1,822$279,8230.04%
280GOLDMAN SACHS GROUP INCGSCE484$277,0550.04%
281VERTEX PHARMACEUTICALS INCVRTX671$270,2120.03%
282THE BALDWIN INSURANCE GRP IN05589G1026,943$269,1110.03%
283PROSHARES TR74347R2062,456$265,8400.03%
284INTUITINTU419$263,4940.03%
285SHOPIFY INCSHOP2,471$262,7130.03%
286EBAY INC.EBAY4,209$260,7590.03%
287CORE & MAIN INCCNM5,038$256,4850.03%
288CHEMOURS COCC15,053$254,3920.03%
289TRAVELERS COMPANIES INCTRV1,044$251,5930.03%
290SELECT SECTOR SPDR TR81369Y5062,923$250,3840.03%
291PIMCO ETF TR72201R8664,798$248,2010.03%
292ISHARES TR4642888852,538$245,7550.03%
293CATERPILLAR INCCAT659$239,0740.03%
294COUPANG INCCPNG10,441$229,4930.03%
295VANGUARD SPECIALIZED FUNDS9219088441,169$228,9820.03%
296GALLAGHER ARTHUR J & CO363576109797$226,3120.03%
297BROWN FORMAN CORPBF-B6,000$226,1400.03%
298D R HORTON INC23331A1091,615$225,7870.03%
299BANK MONTREAL MEDIUM063679534383$223,5150.03%
300PATHWARD FINANCIAL INCCASH3,014$221,7700.03%
301JEFFERIES FINL GROUP INC47233W1092,812$220,4610.03%
302ACCENTURE PLC IRELANDACN623$219,2210.03%
303THE TRADE DESK INC88339J1051,845$216,8430.03%
304VANGUARD INTL EQUITY INDEX F9220428584,896$215,6240.03%
305CHUBB LIMITEDCB776$214,4350.03%
306ISHARES TR464287614531$213,2390.03%
307AIRBNB INCABNB1,600$210,2560.03%
308ALIGN TECHNOLOGY INCALGN1,003$209,1360.03%
309METLIFE INCMET-PF2,539$207,8840.03%
310J P MORGAN EXCHANGE TRADED F46654Q8154,110$205,7880.03%
311PAYPAL HLDGS INCPYPL2,373$202,5360.03%
312SPDR INDEX SHS FDS78463X8553,410$201,7820.03%
313ARCUTIS BIOTHERAPEUTICS INCARQT14,455$201,3580.03%
314XENCOR INCXNCR8,743$200,9140.03%
315NUVEEN AMT FREE QLTY MUN INCNU16,723$188,6370.02%
316WARNER BROS DISCOVERY INCWBD17,346$183,3470.02%
317GRAIL INCGRAL10,139$180,9810.02%
318ARCUS BIOSCIENCES INCRCUS10,509$156,4790.02%
319ELLSWORTH GROWTH & INCOME FD28907410611,636$112,7550.01%
320MAGNACHIP SEMICONDUCTOR CORPMX22,000$88,4400.01%
321NEW GOLD INC CDA64453510629,060$72,0690.01%
322ITAU UNIBANCO HLDG S A46556210611,040$54,7580.01%
323HERTZ GLOBAL HLDGS INCHTZWW20,000$43,0000.01%
324WW INTL INC98262P10120,000$25,4000.00%
325ASML HOLDING N VASMLF2,569$2,1400.00%
326MEDTRONIC PLCMDT9,109$8200.00%
327ALCON AGALC7,558$7560.00%
328ICON PLCICLR2,058$5910.00%
329JOHNSON CTLS INTL PLCG515021056,201$4810.00%
330TECHNIPFMC PLCFTI11,804$3100.00%
331CHUBB LIMITEDCB929$2680.00%
332APTIV PLCAPTV3,144$2260.00%