Joel Isaacson & Co., LLC Portfolio Holdings
Joel Isaacson & Co., LLC
- $2.18 Billion
- Q4 2024
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.
Portfolio value
$2.18 Billion
ETFs: $1.43 Billion
Communication Services: $262 Million
Technology: $181 Million
Financial Services: $127 Million
Consumer Cyclical: $59 Million
Healthcare: $42.1 Million
Consumer Defensive: $31.1 Million
Industrials: $19.3 Million
Other: $29.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 377
- Current Value $2.18 Billion
- Prior Value $2.07 Billion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 200 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks