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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
IWFIshares Tr
Recent Activity
Increased 12.66%
0.21%
$4.287M
11,420 shares@ $375.39 avg price
DIBS1stdibs Com Inc
Recent Activity
Increased 23.99%
0.19%
$3.835M
869,612 shares@ $4.42 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.06%
0.18%
$3.669M
16,594 shares@ $221.08 avg price
IACIac Inc
Recent Activity
Increased 9.89%
0.17%
$3.494M
64,911 shares@ $53.82 avg price
IWMIshares Tr
Recent Activity
Increased 3.45%
0.17%
$3.364M
15,230 shares@ $220.9 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.8%
0.16%
$3.329M
3,755 shares@ $886.63 avg price
ITOTIshares Tr
Recent Activity
Increased 0.94%
0.16%
$3.28M
26,107 shares@ $125.62 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 25.21%
0.16%
$3.169M
66,232 shares@ $47.86 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.42%
0.15%
$3.11M
27,387 shares@ $113.56 avg price
DVYIshares Tr
Recent Activity
Increased 0.04%
0.15%
$3.084M
22,834 shares@ $135.08 avg price