Joel Isaacson & Co., LLC

CIK Number: 0001599330

2.22B
Market Value
352
# of Holdings
21 months
Avg. Holding Period
75.41%
Win Rate
17.23%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Spdr Ser Tr
138.23
-0.04% 2.46M +1.25% 349.7M 83.6 16.68%
2
Vanguard Specia...
200.99
-1.05% 1.15M +2.36% 228.49M 110.37 10.90%
3
Vanguard Index ...
287.28
-1.94% 416.25K +5.77% 117.87M 170.02 5.62%
4
Vanguard Whiteh...
132.58
-1.10% 895.37K +1.51% 114.79M 86.54 5.47%
5
Vanguard Index ...
266.61
-1.44% 363.85K +3.39% 96M 154.37 4.58%

Trade Smarter, Not Harder

Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.

Unlimited access to all data and tools
Unlimited access to all data and tools, giving you the edge over everyone else in the market.
Realtime Options & Dark Pool Data
Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
Top Wallstreet Analyst Ratings
Follow ratings from the best analysts on Wall Street to stay ahead.
Up to 30 years financial history
We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.