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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
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
IVVIshares Tr
Recent Activity
Increased 1.5%
0.35%
$7.157M
12,408 shares@ $576.82 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.01%
0.35%
$7.151M
58,885 shares@ $121.44 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 4.67%
0.33%
$6.894M
57,594 shares@ $119.71 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.71%
0.33%
$6.787M
162,474 shares@ $41.78 avg price
MAINMain Str Cap Corp
Recent Activity
Increased 3098.31%
0.31%
$6.418M
127,996 shares@ $50.15 avg price