Joel Isaacson & Co., LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.07 Billion distributed in 369 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 $350M, Vanguard Dividend Appreciation with a value of $210M, Vanguard Total Stock Market Et with a value of $118M, Vanguard Whitehall Fds (Vangua with a value of $115M, and Vanguard Mid Cap ETF with a value of $96M.
Examining the 13F form we can see an increase of $172M in the current position value, from $1.89B to 2.07B.
Below you can find more details about Joel Isaacson & Co., LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.07 Billion
ETFs: $1.38 Billion
Communication Services: $221 Million
Technology: $170 Million
Financial Services: $110 Million
Consumer Cyclical: $53.8 Million
Healthcare: $46.6 Million
Consumer Defensive: $34.6 Million
Industrials: $19.7 Million
Other: $31.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
