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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
IVVIshares Tr
Recent Activity
Increased 1.5%
0.35%
$7.157M
12,408 shares@ $576.82 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 4.67%
0.33%
$6.894M
57,594 shares@ $119.71 avg price
MAINMain Str Cap Corp
Recent Activity
Increased 3098.31%
0.31%
$6.418M
127,996 shares@ $50.15 avg price
MGKVanguard World Fd
Recent Activity
Increased 0.88%
0.29%
$6.021M
18,702 shares@ $321.96 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 48.79%
0.25%
$5.04M
64,307 shares@ $78.38 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.1%
0.24%
$4.869M
8,302 shares@ $586.5 avg price
ELLauder Estee Cos Inc
Recent Activity
Increased 1.8%
0.23%
$4.627M
46,410 shares@ $99.7 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 6.09%
0.22%
$4.612M
9,315 shares@ $495.09 avg price
VBKVanguard Index Fds
Recent Activity
Increased 0.86%
0.22%
$4.467M
16,709 shares@ $267.37 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 12.4%
0.22%
$4.463M
18,362 shares@ $243.07 avg price