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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
MSFTMicrosoft Corp
Recent Activity
Increased 30.18%
1.96%
$40.978M
95,231 shares@ $430.3 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Increased 4.05%
1.88%
$39.315M
113,861 shares@ $345.29 avg price
VBVanguard Index Fds
Recent Activity
Increased 7.45%
1.78%
$37.267M
157,106 shares@ $237.21 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.66%
1.75%
$36.528M
656,627 shares@ $55.64 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.92%
1.41%
$29.389M
157,724 shares@ $186.34 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.41%
1.26%
$26.338M
46,010 shares@ $572.45 avg price
VUGVanguard Index Fds
Recent Activity
Increased 7.15%
1.16%
$24.244M
63,147 shares@ $383.93 avg price
ESGUIshares Tr
Recent Activity
Increased 11.46%
0.98%
$20.44M
161,994 shares@ $126.19 avg price
VOOVanguard Index Fds
Recent Activity
Increased 17.67%
0.72%
$15.082M
28,583 shares@ $527.67 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 24.36%
0.56%
$11.73M
24,033 shares@ $488.07 avg price