Joel Isaacson & Co., LLC

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    377

  • Value ($000)

    $2,218,513

  • Date Filed
    01/28/2025
  • Form type
    13F-HR
  • CIK
    0001599330
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

S&P DIVID ETF
78464A763
$332.45M
15 %

2,516,645

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$235.33M
11 %

1,201,685

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$130.47M
6 %

450,194

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$117.72M
5 %

922,665

AAPL
AAPL

APPLE INC

COM
037833100
$102.82M
5 %

410,573

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$100.80M
5 %

381,640

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$94.12M
4 %

494,220

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$90.40M
4 %

477,566

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$68.69M
3 %

117,196

IJK
IJK

ISHARES TR

S&P MC 400GR ETF
464287606
$44.01M
2 %

484,036

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