Joel Isaacson & Co., LLC
CIK Number: 0001599330
2.10B
Market Value
353
# of Holdings
21 months
Avg. Holding Period
74.10%
Win Rate
23.93%
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 | 130.68 | -0.05% | 2.46M | +1.25% | 349.70M | 83.6 | 16.68% | |
| 2 | Vanguard Specia... | 195.14 | -0.38% | 1.15M | +2.36% | 228.49M | 110.37 | 10.90% | |
| 3 | Vanguard Index ... | 291.44 | -1.11% | 416.25K | +5.77% | 117.87M | 170.02 | 5.62% | |
| 4 | Vanguard Whiteh... | 127.77 | -0.26% | 895.37K | +1.51% | 114.79M | 86.54 | 5.47% | |
| 5 | Vanguard Index ... | 265.66 | -0.60% | 363.85K | +3.39% | 96.00M | 154.37 | 4.58% |
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