Stan Altmark

@Joel Isaacson & Co., Llc

Latest period2024 - Q3

Reported2mo 27d ago

Managed Assets$2.097B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EESWisdomtree Tr Recent Activity New Position	0.02%	$213,110 4,040 shares@ $52.75 avg price	New Position
BHLBBerkshire Hills Bancorp Inc Recent Activity New Position	0.02%	$211,239 7,844 shares@ $26.94 avg price	New Position
ALLAllstate Corp Recent Activity New Position	0.02%	$211,234 1,114 shares@ $189.62 avg price	New Position
IWCIshares Tr Recent Activity New Position	0.02%	$210,877 1,710 shares@ $123.32 avg price	New Position
FNDXSchwab Strategic Tr Recent Activity New Position	0.01%	$200,785 2,798 shares@ $71.77 avg price	New Position
PODDInsulet Corp Recent Activity New Position	0.01%	$200,398 861 shares@ $232.76 avg price	New Position
VTRSViatris Inc Recent Activity New Position	0.01%	$145,984 12,574 shares@ $11.61 avg price	New Position
3896⤦Grayscale Ethereum Mini Tr E Recent Activity New Position	0.01%	$90,890 37,250 shares@ $2.44 avg price	New Position
EQXEquinox Gold Corp Recent Activity New Position	0.01%	$60,900 10,000 shares@ $6.09 avg price	New Position
SANBanco Santander S.a. Recent Activity New Position	0.01%	$55,427 10,868 shares@ $5.11 avg price	New Position