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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
TAt&t Inc
Recent Activity
Decreased -1.6%
0.06%
$1.093M
49,683 shares@ $22.01 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.47%
0.06%
$1.064M
6,258 shares@ $170.06 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -1.31%
0.05%
$996,225
4,132 shares@ $241.1 avg price
INTCIntel Corp
Recent Activity
Decreased -0.62%
0.05%
$992,747
42,317 shares@ $23.46 avg price
LRCXLam Research Corp
Recent Activity
Decreased -0.41%
0.05%
$981,759
1,203 shares@ $816.1 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -2.2%
0.05%
$967,924
9,324 shares@ $103.81 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -0.88%
0.05%
$961,732
25,853 shares@ $37.21 avg price
MOAltria Group Inc
Recent Activity
Decreased -2.72%
0.04%
$817,354
16,014 shares@ $51.04 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -20.32%
0.04%
$804,368
392 shares@ $2051.96 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -9.4%
0.04%
$782,914
13,156 shares@ $59.52 avg price