ALTFEST L J & CO INC

Comprehensive Analysis of SEC 13F Filing: ALTFEST L J & CO INC

1. Portfolio Overview

ALTFEST L J & CO INC has reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 83.9%, growing from $496.84M in the previous quarter to $913.55M. This dramatic increase in Assets Under Management (AUM) suggests substantial capital inflows or strong market performance across the underlying positions during Q4...