Joel Isaacson & Co., LLC
CIK Number: 0001599330
2.22B
Market Value
366
# of Holdings
21 months
Avg. Holding Period
41.95%
Win Rate
16.93%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SDY | SPDR S&P Divide... | 129.38 | +1.04% | 2.52M | +2.22% | 332.45M | 84.65 | 14.99% |
| 2 | VIG | Vanguard Divide... | 183.88 | +0.42% | 1.2M | +4.16% | 235.33M | 113.79 | 10.61% |
| 3 | VTI | Vanguard Total ... | 258.83 | +0.24% | 450.19K | +8.15% | 130.47M | 179.05 | 5.88% |
| 4 | VYM | Vanguard High D... | 120.83 | +0.31% | 922.66K | +3.05% | 117.72M | 87.75 | 5.31% |
| 5 | AAPL | Apple Inc. | 196.91 | +1.36% | 410.57K | +0.73% | 102.82M | 52.03 | 4.63% |
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