Joel Isaacson & Co., LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.68 Billion distributed in 447 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 $374M, Vanguard Dividend Appreciation with a value of $235M, Vanguard Total Stock Market Et with a value of $163M, Vanguard Whitehall Fds (Vangua with a value of $138M, and Vanguard Mid Cap ETF with a value of $126M.
Examining the 13F form we can see an increase of $289M in the current position value, from $2.39B to 2.68B.
Below you can find more details about Joel Isaacson & Co., LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.68 Billion
ETFs: $1.73 Billion
Communication Services: $316 Million
Technology: $246 Million
Financial Services: $156 Million
Consumer Cyclical: $71.9 Million
Healthcare: $51 Million
Consumer Defensive: $38 Million
Industrials: $31 Million
Other: $37.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
