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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
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
PGProcter And Gamble Co
Recent Activity
Decreased -0.02%
0.56%
$11.634M
67,171 shares@ $173.21 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.97%
0.56%
$11.535M
71,175 shares@ $162.06 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.23%
0.55%
$11.462M
24,903 shares@ $460.27 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 9.18%
0.53%
$10.912M
168,551 shares@ $64.75 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 5.97%
0.51%
$10.555M
109,353 shares@ $96.53 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.79%
0.48%
$10.028M
47,559 shares@ $210.86 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 0.23%
0.46%
$9.533M
76,320 shares@ $124.91 avg price
WMGWarner Music Group Corp
Recent Activity
Decreased -3.33%
0.44%
$9.079M
290,050 shares@ $31.3 avg price