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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
EFAIshares Tr
Recent Activity
Decreased -5.86%
0.09%
$1.678M
20,066 shares@ $83.64 avg price
BLKBlackrock Inc
Recent Activity
Decreased -4.73%
0.08%
$1.49M
1,569 shares@ $949.81 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -0.77%
0.07%
$1.398M
5,627 shares@ $248.51 avg price
CIThe Cigna Group
Recent Activity
Decreased -9.5%
0.07%
$1.382M
3,990 shares@ $346.45 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.38%
0.07%
$1.35M
25,369 shares@ $53.22 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -2.14%
0.07%
$1.29M
6,243 shares@ $206.72 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.25%
0.06%
$1.246M
17,346 shares@ $71.86 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.54%
0.06%
$1.221M
6,181 shares@ $197.49 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -2.35%
0.06%
$1.193M
5,131 shares@ $232.55 avg price
COINCoinbase Global Inc
Recent Activity
Decreased -10.85%
0.06%
$1.19M
6,678 shares@ $178.17 avg price