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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
CZRCaesars Entertainment Inc Ne
Recent Activity
New Position
0.04%
$709,580
17,000 shares@ $41.74 avg price
DALDelta Air Lines Inc Del
Recent Activity
New Position
0.03%
$583,577
11,490 shares@ $50.79 avg price
CARSCars Com Inc
Recent Activity
New Position
0.03%
$448,246
26,745 shares@ $16.76 avg price
ICLNIshares Tr
Recent Activity
New Position
0.02%
$336,816
22,928 shares@ $14.7 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.02%
$300,843
1,157 shares@ $260.02 avg price
HOODRobinhood Mkts Inc
Recent Activity
New Position
0.02%
$298,090
12,728 shares@ $23.43 avg price
IWPIshares Tr
Recent Activity
New Position
0.02%
$280,074
2,388 shares@ $117.29 avg price
DFAUDimensional Etf Trust
Recent Activity
New Position
0.02%
$265,306
6,684 shares@ $39.7 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.02%
$261,384
3,121 shares@ $83.76 avg price
SMGScotts Miracle-gro Co
Recent Activity
New Position
0.02%
$260,100
3,000 shares@ $86.7 avg price