Joel Isaacson & Co., LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
418
- Value ($000)
$2,459,009
- Date Filed07/23/2025
- Form type13F-HR
- CIK0001599330
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $359.00 M | 15 % | 2,644,937 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $260.60 M | 11 % | 1,273,264 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $146.30 M | 6 % | 481,349 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $129.20 M | 5 % | 969,159 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $118.13 M | 5 % | 422,165 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $87.58 M | 4 % | 493,722 | ||
AAPL APPLE INC | COM | 037833100 | $85.99 M | 4 % | 419,132 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $84.21 M | 3 % | 477,842 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $70.53 M | 3 % | 114,155 | ||
VOOG VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $52.59 M | 2 % | 132,618 |
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