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Home > Institutional Investor > Joel Isaacson & Co., Llc > 13F Holdings

Instuitional Investor - Joel Isaacson & Co., Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,558,258 $347,104,482 15.73%
2.
Vanguard Specialized Funds - DIV APP ETF
 1,241,673 $240,872,219 10.92%
3.
Vanguard Index Fds
 473,613 $130,167,926 5.9%
4.
Vanguard Whitehall Funds
 947,143 $122,143,511 5.54%
5.
Vanguard Index Fds - MID CAP ETF
 398,363 $103,024,636 4.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)