Joel Isaacson & Co., LLC - Portfolio overview
Joel Isaacson & Co., LLC has 487 reported holdings in this dataset, with the latest filing dated 2026-04-23.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Communication Services and Technology.
Largest reported holdings by portfolio allocation
- SDY - SPDR SERIES TRUST, 13.73%
- VIG - VANGUARD SPECIALIZED FUNDS, 9.58%
- VTI - VANGUARD INDEX FDS, 5.56%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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