ALTFEST L J & CO INC Diversified Active

CIK: 0000712050 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 17, 2015

Total Value ($000): $109,065 (100.0% shares, 0.0% debt)

Holdings (97)

XOM Exxon Mobil Corporation 4.3%
Value ($000) $4,724 Shares 56,778 Est. Cost $55.92 Unrealized -2.9%
General Electric Co. 3.7%
Value ($000) $4,056 Shares 152,650 Est. Cost $26.72 Unrealized
IBM Intl Business Machines 3.6%
Value ($000) $3,893 Shares 23,931 Est. Cost $105.21 Unrealized -2.1%
PEP Pepsico Inc 3.3%
Value ($000) $3,593 Shares 38,492 Est. Cost $57.75 Unrealized +20.0%
BMY Bristol Myers Company 3.0%
Value ($000) $3,246 Shares 48,781 Est. Cost $34.14 Unrealized +34.8%
Apple Computer 2.9%
Value ($000) $3,207 Shares 25,568 Est. Cost $124.45 Unrealized
JNJ Johnson & Johnson 2.8%
Value ($000) $3,103 Shares 31,843 Est. Cost $65.75 Unrealized +13.3%
MSFT Microsoft Corp 2.8%
Value ($000) $3,090 Shares 69,990 Est. Cost $30.02 Unrealized +30.9%
VZ Verizon Communications 2.7%
Value ($000) $2,982 Shares 63,981 Est. Cost $26.68 Unrealized +6.2%
Pfizer Inc 2.4%
Value ($000) $2,660 Shares 79,340 Est. Cost $30.49 Unrealized
J P Morgan Chase & Co 2.3%
Value ($000) $2,473 Shares 36,496 Est. Cost $58.59 Unrealized
CSCO Cisco Systems Inc 2.1%
Value ($000) $2,242 Shares 81,650 Est. Cost $15.22 Unrealized +35.5%
MRK Merck & Co Inc 2.0%
Value ($000) $2,179 Shares 38,268 Est. Cost $40.23 Unrealized 0.0%
ABT Abbott Laboratories 1.8%
Value ($000) $2,002 Shares 40,790 Est. Cost $29.40 Unrealized +33.8%
WMT Wal-Mart Stores Inc 1.7%
Value ($000) $1,851 Shares 26,094 Est. Cost $20.70 Unrealized +0.9%
CVX Chevrontexaco Corp. 1.7%
Value ($000) $1,847 Shares 19,146 Est. Cost $71.52 Unrealized -7.1%
ORCL Oracle Corporation 1.7%
Value ($000) $1,847 Shares 45,843 Est. Cost $29.56 Unrealized +25.2%
AMGN Amgen Inc. 1.7%
Value ($000) $1,835 Shares 11,954 Est. Cost $81.61 Unrealized +44.1%
Credit Suisse 1.7%
Value ($000) $1,829 Shares 66,264 Est. Cost $26.93 Unrealized
CL Colgate-Palmolive Co 1.5%
Value ($000) $1,625 Shares 24,849 Est. Cost $53.36 Unrealized -0.7%
C Citigroup Inc 1.5%
Value ($000) $1,622 Shares 29,361 Est. Cost $37.64 Unrealized +7.7%
Johnson Controls Inc 1.5%
Value ($000) $1,602 Shares 32,345 Est. Cost $44.81 Unrealized
MCD McDonalds Corp 1.5%
Value ($000) $1,600 Shares 16,827 Est. Cost $70.39 Unrealized +5.4%
KSS Kohls Corp 1.5%
Value ($000) $1,599 Shares 25,541 Est. Cost $68.10 Unrealized +2.0%
TRV Travelers Group Inc 1.4%
Value ($000) $1,555 Shares 16,082 Est. Cost $67.02 Unrealized +20.7%
GIS General Mills Inc 1.4%
Value ($000) $1,541 Shares 27,651 Est. Cost $32.96 Unrealized +17.7%
Walgreens Boots Alliance Inc. 1.4%
Value ($000) $1,513 Shares 17,915 Est. Cost $84.66 Unrealized
Ace Limited 1.4%
Value ($000) $1,496 Shares 14,713 Est. Cost $113218.72 Unrealized
FCX Freeport McMoran CP&GLD A 1.3%
Value ($000) $1,457 Shares 78,251 Est. Cost $17.64 Unrealized +4.7%
QCOM Qualcomm Inc 1.3%
Value ($000) $1,446 Shares 23,086 Est. Cost $51.60 Unrealized -2.5%
General Motors Corp 1.3%
Value ($000) $1,445 Shares 43,355 Est. Cost $40.29 Unrealized
BAX Baxter International Inc 1.3%
Value ($000) $1,427 Shares 20,403 Est. Cost $29.59 Unrealized +6.4%
Becton Dickinson & Co 1.3%
Value ($000) $1,422 Shares 10,038 Est. Cost $143.63 Unrealized
PSX Phillips 1.3%
Value ($000) $1,413 Shares 17,546 Est. Cost $43.65 Unrealized +23.0%
DGX Quest Diagnostic Inc 1.3%
Value ($000) $1,383 Shares 19,065 Est. Cost $57.60 Unrealized +3.6%
Nielsen NV 1.3%
Value ($000) $1,375 Shares 30,714 Est. Cost $44.57 Unrealized
Halliburton Co Hldg Co 1.2%
Value ($000) $1,353 Shares 31,411 Est. Cost $49.10 Unrealized
UPS United Parcel Svc Inc Cl B 1.2%
Value ($000) $1,288 Shares 13,290 Est. Cost $64.54 Unrealized +4.9%
Southwestern Energy Co 1.2%
Value ($000) $1,281 Shares 56,373 Est. Cost $23.18 Unrealized
Chubb Corp 1.1%
Value ($000) $1,233 Shares 12,963 Est. Cost $96.74 Unrealized
Raytheon 1.1%
Value ($000) $1,213 Shares 12,678 Est. Cost $91.03 Unrealized
T AT&T Inc 1.0%
Value ($000) $1,133 Shares 31,902 Est. Cost $11.31 Unrealized +8.0%
DIS Disney Walt Co 1.0%
Value ($000) $1,077 Shares 9,432 Est. Cost $81.78 Unrealized +22.3%
Time Warner Inc New 0.9%
Value ($000) $1,030 Shares 11,785 Est. Cost $69.71 Unrealized
WFC Wells Fargo & Co New 0.9%
Value ($000) $1,030 Shares 18,306 Est. Cost $31.38 Unrealized +31.9%
BRK/B Berkshire Hathaway Cl B 0.9%
Value ($000) $1,027 Shares 7,546 Est. Cost $144.34 Unrealized -1.2%
KO Coca-Cola Company 0.9%
Value ($000) $1,023 Shares 26,078 Est. Cost $27.26 Unrealized +6.5%
INTC Intel Corp 0.8%
Value ($000) $903 Shares 29,686 Est. Cost $18.14 Unrealized +38.3%
YUM Yum Brands Inc. 0.8%
Value ($000) $879 Shares 9,762 Est. Cost $42.23 Unrealized +23.1%
ABBV Abbvie Inc 0.8%
Value ($000) $861 Shares 12,814 Est. Cost $40.24 Unrealized +5.2%
MMM 3M Company 0.8%
Value ($000) $824 Shares 5,341 Est. Cost $89.68 Unrealized +5.7%
Medtronic Inc 0.6%
Value ($000) $698 Shares 9,423 Est. Cost $72200.33 Unrealized
V Visa Inc. 0.6%
Value ($000) $680 Shares 10,120 Est. Cost $60.00 Unrealized +4.9%
USB US Bancorp Com (New) 0.6%
Value ($000) $680 Shares 15,677 Est. Cost $25.63 Unrealized +16.7%
McGraw Hill Inc 0.6%
Value ($000) $631 Shares 6,286 Est. Cost $47862.94 Unrealized
LLY Lilly Eli & Co 0.5%
Value ($000) $568 Shares 6,800 Est. Cost $55.19 Unrealized +14.5%
BK Bank of New York Mellon Corporation 0.5%
Value ($000) $539 Shares 12,843 Est. Cost $24.43 Unrealized +33.8%
PG Procter & Gamble Co 0.5%
Value ($000) $537 Shares 6,860 Est. Cost $57.99 Unrealized +3.4%
BF/B Brown Forman Corp Cl B 0.5%
Value ($000) $537 Shares 5,362 Est. Cost $29.80 Unrealized +5.7%
Celgene Corp 0.5%
Value ($000) $503 Shares 4,346 Est. Cost $111860.10 Unrealized
Towers Watson & Co 0.4%
Value ($000) $459 Shares 3,645 Est. Cost $79300.91 Unrealized
BAC Bank America Corp 0.4%
Value ($000) $458 Shares 26,896 Est. Cost $11.71 Unrealized +12.1%
Gilead Sciences Inc 0.4%
Value ($000) $416 Shares 3,554 Est. Cost $94259.95 Unrealized
AXP American Expresss Company 0.4%
Value ($000) $407 Shares 5,232 Est. Cost $75.65 Unrealized -10.0%
UNP Union Pacific Corp Commo 0.4%
Value ($000) $399 Shares 4,182 Est. Cost $89.60 Unrealized -8.5%
KMB Kimberly-Clark Corp 0.4%
Value ($000) $386 Shares 3,641 Est. Cost $66.41 Unrealized +14.2%
UNH United Healthcare Corp 0.3%
Value ($000) $373 Shares 3,061 Est. Cost $79.69 Unrealized +25.0%
CSX C S X Corp 0.3%
Value ($000) $340 Shares 10,427 Est. Cost $7.51 Unrealized +30.9%
BF/A Brown Forman Cl A Vtg 0.3%
Value ($000) $334 Shares 3,000 Est. Cost $22.03 Unrealized +12.1%
SLB Schlumberger Ltd F 0.3%
Value ($000) $328 Shares 3,801 Est. Cost $67.30 Unrealized -0.8%
TROW Rowe T Price Group Inc 0.3%
Value ($000) $319 Shares 4,110 Est. Cost $53.72 Unrealized +2.6%
Du Pont E I De Nemour & Co 0.3%
Value ($000) $311 Shares 4,865 Est. Cost $73939.33 Unrealized
HSBC HSBC Holdings Plc Inc 0.3%
Value ($000) $303 Shares 12,000 Est. Cost $25700.00 Unrealized
MRSH Marsh & McLennan Companies Inc 0.3%
Value ($000) $290 Shares 5,120 Est. Cost $45.21 Unrealized +6.4%
PM Philip Morris Intl Com 0.3%
Value ($000) $286 Shares 3,572 Est. Cost $47.26 Unrealized +2.2%
ECL Ecolab Inc 0.3%
Value ($000) $285 Shares 2,522 Est. Cost $96.70 Unrealized +5.7%
United Tech Corp 0.3%
Value ($000) $282 Shares 2,541 Est. Cost $104381.38 Unrealized
CME CME Group Inc. CL A 0.3%
Value ($000) $279 Shares 3,000 Est. Cost $54.29 Unrealized +13.5%
Cablevision Systems Corp-CL A Cablevisio 0.3%
Value ($000) $275 Shares 11,481 Est. Cost $16.30 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $269 Shares 4,856 Est. Cost $43.55 Unrealized +1.6%
SBUX Starbucks Corp 0.2%
Value ($000) $269 Shares 5,021 Est. Cost $35.28 Unrealized +16.0%
Investors Bancorp Inc 0.2%
Value ($000) $258 Shares 20,937 Est. Cost $10.16 Unrealized
Allergan 0.2%
Value ($000) $249 Shares 821 Est. Cost $303.29 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $242 Shares 6,700 Est. Cost $28.86 Unrealized -2.0%
GDVTZ Google Inc Cl A 0.2%
Value ($000) $242 Shares 449 Est. Cost $552.43 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $239 Shares 1,288 Est. Cost $137.24 Unrealized +5.3%
Peoples United Finl Inc 0.2%
Value ($000) $220 Shares 13,545 Est. Cost $16.24 Unrealized
M & T Bank Corporation 0.2%
Value ($000) $212 Shares 1,700 Est. Cost $125620.00 Unrealized
MAT Mattel Incorporated 0.2%
Value ($000) $211 Shares 8,209 Est. Cost $26.33 Unrealized 0.0%
NKE Nike Inc Class B 0.2%
Value ($000) $205 Shares 1,901 Est. Cost $44.79 Unrealized 0.0%
Frontier Ins Group Inc 0.1%
Value ($000) $91 Shares 18,338 Est. Cost $4.66 Unrealized
Sirius Satellite Radio 0.1%
Value ($000) $57 Shares 15,197 Est. Cost $3500.02 Unrealized
GERN Geron Corp 0.0%
Value ($000) $47 Shares 10,893 Est. Cost $2.09 Unrealized +89.8%
Vaxil Bio Ltd Ord 0.0%
Value ($000) $8 Shares 44,000 Est. Cost $96.09 Unrealized
TALN Talon International Inc 0.0%
Value ($000) $6 Shares 40,250 Est. Cost $0.19 Unrealized -18.8%
Pen Inc 0.0%
Value ($000) $1 Shares 15,600 Est. Cost $46.28 Unrealized
Paid Inc 0.0%
Value ($000) $1 Shares 12,000 Est. Cost $47.58 Unrealized