Joel Isaacson & Co., LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
447
- Value ($000)
$2,771,096
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $373.52M | 14 % | 2,667,060 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $278.12M | 10 % | 1,288,827 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $163.18M | 6 % | 497,237 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $137.84M | 5 % | 977,909 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $126.16M | 5 % | 429,499 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $116.77M | 4 % | 480,339 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $111.89M | 4 % | 459,393 | ||
AAPL APPLE INC | COM | 037833100 | $110.90M | 4 % | 435,529 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $75.67M | 3 % | 113,594 | ||
VOOG VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $60.00M | 2 % | 137,787 |
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