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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
LLYEli Lilly & Co
Recent Activity
Decreased -7.82%
0.21%
$4.279M
4,830 shares@ $885.93 avg price
BACBank America Corp
Recent Activity
Decreased -14.28%
0.18%
$3.757M
94,676 shares@ $39.69 avg price
IJHIshares Tr
Recent Activity
Decreased -7.58%
0.18%
$3.68M
59,043 shares@ $62.32 avg price
MUBIshares Tr
Recent Activity
Decreased -1.91%
0.18%
$3.659M
33,684 shares@ $108.64 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.5%
0.17%
$3.507M
4,944 shares@ $709.28 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.73%
0.17%
$3.395M
5,806 shares@ $584.67 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -0.6%
0.15%
$3.108M
5,456 shares@ $569.7 avg price
LCLendingclub Corp
Recent Activity
Decreased -1.92%
0.14%
$2.912M
254,801 shares@ $11.43 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.33%
0.14%
$2.771M
11,243 shares@ $246.48 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -5.27%
0.14%
$2.737M
8,990 shares@ $304.51 avg price