Joel Isaacson & Co., LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.18 Billion distributed in 377 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Divide with a value of $332M, Vanguard Dividend Appreciation with a value of $219M, Vanguard Total Stock Market Et with a value of $130M, Vanguard Whitehall Fds (Vangua with a value of $118M, and Apple Inc. with a value of $103M.
Examining the 13F form we can see an increase of $117M in the current position value, from $2.07B to 2.18B.
Below you can find more details about Joel Isaacson & Co., LLC portfolio as well as his latest detailed transactions.