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Home > Institutional Investor > Joel Isaacson & Co., Llc > Profile

Instuitional Investor - Joel Isaacson & Co., Llc

Fund Profile
Filing Period:
Fund Name: Joel Isaacson & Co., Llc
Portfolio Value $3,028,586,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,788,428 $388,037,674 12.81%
2.
Vanguard Specialized Funds - DIV APP ETF
 1,318,257 $289,726,589 9.57%
3.
Vanguard Index Fds
 508,271 $170,407,984 5.63%
4.
Alphabet Inc.
 GOOGL 514,867 $161,153,405 5.32%
5.
Alphabet Inc.
 GOOGL 486,809 $152,760,531 5.04%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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