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Stan Altmark

@Joel Isaacson & Co., Llc

Latest period2024 - Q3ReportedManaged Assets$2.097BTotal holdings369
Assets growth rate10.14%Assets growth rate (2-Q avg)7.26%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Joel Isaacson & Co., Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Joel Isaacson & Co., Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.097B in assets, with a quarterly growth rate of 10.14% and a 2-quarter average growth rate of 7.26%. The portfolio is managed by Stan Altmark, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.18%
1.05%
$21.933M
97,153 shares@ $225.77 avg price
XEVTXEaton Vance Tax Advt Div Inc
Recent Activity
Decreased -3.22%
0.83%
$17.352M
702,784 shares@ $24.69 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.02%
0.56%
$11.634M
67,171 shares@ $173.21 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.97%
0.56%
$11.535M
71,175 shares@ $162.06 avg price
WMGWarner Music Group Corp
Recent Activity
Decreased -3.33%
0.44%
$9.079M
290,050 shares@ $31.3 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.01%
0.35%
$7.151M
58,885 shares@ $121.44 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.71%
0.33%
$6.787M
162,474 shares@ $41.78 avg price
FTAIFtai Aviation Ltd
Recent Activity
Decreased -0.12%
0.25%
$5.179M
38,972 shares@ $132.91 avg price
MSMorgan Stanley
Recent Activity
Decreased -0.08%
0.24%
$4.982M
47,795 shares@ $104.24 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.56%
0.23%
$4.742M
11,702 shares@ $405.22 avg price