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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
SDYSpdr Ser Tr
Recent Activity
Increased 1.25%
16.68%
$349.702M
2.462M shares@ $142.04 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.36%
10.9%
$228.493M
1.154M shares@ $198.06 avg price
VTIVanguard Index Fds
Recent Activity
Increased 5.78%
5.63%
$117.866M
416,251 shares@ $283.16 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.52%
5.48%
$114.787M
895,371 shares@ $128.21 avg price
VOVanguard Index Fds
Recent Activity
Increased 3.4%
4.58%
$95.996M
363,854 shares@ $263.84 avg price
AAPLApple Inc
Recent Activity
Increased 3.59%
4.53%
$94.967M
407,584 shares@ $233.0 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.42%
3.87%
$81.135M
485,289 shares@ $167.2 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.79%
3.78%
$79.144M
477,201 shares@ $165.85 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.79%
3.11%
$65.051M
113,378 shares@ $573.76 avg price
IJKIshares Tr
Recent Activity
Increased 0.74%
2.13%
$44.551M
484,617 shares@ $91.94 avg price