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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
SRLNSsga Active Etf Tr
Recent Activity
New Position
0.02%
$256,085
6,132 shares@ $41.77 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.02%
$252,585
6,991 shares@ $36.14 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.02%
$251,143
44,608 shares@ $5.63 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$244,592
2,947 shares@ $83.0 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.02%
$237,975
2,253 shares@ $105.63 avg price
CCICrown Castle Inc
Recent Activity
New Position
0.02%
$232,396
1,959 shares@ $118.63 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.02%
$231,954
1,095 shares@ $211.84 avg price
VVVanguard Index Fds
Recent Activity
New Position
0.02%
$227,648
865 shares@ $263.18 avg price
IYRIshares Tr
Recent Activity
New Position
0.02%
$218,169
2,142 shares@ $101.86 avg price
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$218,016
1,416 shares@ $153.97 avg price