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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
LLYEli Lilly & Co
Recent Activity
Decreased -7.82%
0.21%
$4.279M
4,830 shares@ $885.93 avg price
MTCHMatch Group Inc New
Recent Activity
0.19%
$3.918M
103,535 shares@ $37.84 avg price
DIBS1stdibs Com Inc
Recent Activity
Increased 23.99%
0.19%
$3.835M
869,612 shares@ $4.42 avg price
BACBank America Corp
Recent Activity
Decreased -14.28%
0.18%
$3.757M
94,676 shares@ $39.69 avg price
IJHIshares Tr
Recent Activity
Decreased -7.58%
0.18%
$3.68M
59,043 shares@ $62.32 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.06%
0.18%
$3.669M
16,594 shares@ $221.08 avg price
MUBIshares Tr
Recent Activity
Decreased -1.91%
0.18%
$3.659M
33,684 shares@ $108.64 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.5%
0.17%
$3.507M
4,944 shares@ $709.28 avg price
IACIac Inc
Recent Activity
Increased 9.89%
0.17%
$3.494M
64,911 shares@ $53.82 avg price