
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
Main Sectors:
Top Industries:
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% |
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