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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
AXPAmerican Express Co
Recent Activity
Decreased -2.53%
0.13%
$2.669M
9,843 shares@ $271.21 avg price
PEPPepsico Inc
Recent Activity
Decreased -7.46%
0.12%
$2.514M
14,786 shares@ $170.05 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.58%
0.12%
$2.439M
28,849 shares@ $84.54 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.28%
0.12%
$2.38M
24,741 shares@ $96.2 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.21%
0.12%
$2.37M
29,351 shares@ $80.76 avg price
EDConsolidated Edison Inc
Recent Activity
Decreased -8.31%
0.12%
$2.334M
22,416 shares@ $104.14 avg price
IYWIshares Tr
Recent Activity
Decreased -0.92%
0.11%
$2.262M
14,922 shares@ $151.62 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.65%
0.11%
$2.198M
14,923 shares@ $147.28 avg price
VVisa Inc
Recent Activity
Decreased -2.37%
0.1%
$2.079M
7,562 shares@ $274.96 avg price
AMGNAmgen Inc
Recent Activity
Decreased -4.81%
0.1%
$1.949M
6,049 shares@ $322.21 avg price