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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
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
PNCPnc Finl Svcs Group Inc
Recent Activity
Increased 1.6%
0.42%
$8.779M
47,491 shares@ $184.85 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 14.27%
0.4%
$8.331M
132,241 shares@ $63.01 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.51%
0.4%
$8.185M
69,825 shares@ $117.22 avg price
VBRVanguard Index Fds
Recent Activity
Increased 6.9%
0.38%
$7.792M
38,811 shares@ $200.78 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 15.98%
0.37%
$7.751M
171,038 shares@ $45.33 avg price