Joel Isaacson & Co., LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
398
- Value ($000)
$2,205,955
- Date Filed04/25/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $347.10M | 16 % | 2,558,258 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $240.87M | 11 % | 1,241,673 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $130.17M | 6 % | 473,613 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $122.14M | 6 % | 947,143 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $103.02M | 5 % | 398,363 | ||
AAPL APPLE INC | COM | 037833100 | $90.00M | 4 % | 405,162 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $77.48M | 4 % | 495,951 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $74.09M | 3 % | 479,103 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $65.36M | 3 % | 116,833 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $42.12M | 2 % | 189,960 |
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