|
Joel Isaacson & Co LLC
|
| CRD # | 152450 |
| SEC # | 801-70880 |
| CIK # | |
| AUM |
$4.1 BB (57% Disc, 99% US)
|
| Employees | 44 (39% Investors, 0% Brokers) |
| Phone | 212-302-6300 |
| Address | 546 Fifth Avenue
New York, NY 10036 |
| Source |
IAPD
Website
LinkedIn
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
SDY |
|
169.8 |
|
VIG |
|
47.8 |
|
VYM |
|
36.0 |
|
VO |
|
34.8 |
|
VTI |
|
23.0 |
|
EVT |
1,590.0 |
19.4 |
|
IJK |
|
17.8 |
|
AAPL |
843,560.0 |
15.8 |
|
FB |
491,090.0 |
15.5 |
|
SPY |
|
14.1 |
|
View All
|
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Industries", "value": 0.004309}, {"dt": "2014-02-26", "sector": "Capital Goods", "value": 0.003016}, {"dt": "2014-02-26", "sector": "Consumer Durables", "value": 0.000553}, {"dt": "2014-02-26", "sector": "Consumer Non-Durables", "value": 0.007633}, {"dt": "2014-02-26", "sector": "Consumer Services", "value": 0.01093}, {"dt": "2014-02-26", "sector": "Energy", "value": 0.009166}, {"dt": "2014-02-26", "sector": "Exchange-Traded Fund", "value": 0.141175}, {"dt": "2014-02-26", "sector": "Finance", "value": 0.009204}, {"dt": "2014-02-26", "sector": "Health Care", "value": 0.01383}, {"dt": "2014-02-26", "sector": "Miscellaneous", "value": 0.000359}, {"dt": "2014-02-26", "sector": "n/a", "value": 0.01273}, {"dt": "2014-02-26", "sector": "Public Utilities", "value": 0.00393}, {"dt": "2014-02-26", "sector": "Technology", "value": 0.012774}, {"dt": "2014-02-26", "sector": "Transportation", "value": 0.000527}, {"dt": "2014-03-03", "sector": "Basic Industries", "value": 0.004446}, {"dt": 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"value": 0.001708}, {"dt": "2014-03-07", "sector": "Consumer Durables", "value": 0.000396}, {"dt": "2014-03-07", "sector": "Consumer Non-Durables", "value": 0.005516}, {"dt": "2014-03-07", "sector": "Consumer Services", "value": 0.007407}, {"dt": "2014-03-07", "sector": "Energy", "value": 0.007253}, {"dt": "2014-03-07", "sector": "Exchange-Traded Fund", "value": 0.080513}, {"dt": "2014-03-07", "sector": "Finance", "value": 0.005893}, {"dt": "2014-03-07", "sector": "Health Care", "value": 0.008499}, {"dt": "2014-03-07", "sector": "Miscellaneous", "value": 0.000136}, {"dt": "2014-03-07", "sector": "n/a", "value": 0.008773}, {"dt": "2014-03-07", "sector": "Public Utilities", "value": 0.003101}, {"dt": "2014-03-07", "sector": "Technology", "value": 0.009934}, {"dt": "2014-03-07", "sector": "Transportation", "value": 0.000127}, {"dt": "2015-01-09", "sector": "Basic Industries", "value": 0.006449}, {"dt": "2015-01-09", "sector": "Capital Goods", "value": 0.003322}, {"dt": "2015-01-09", "sector": "Consumer Durables", "value": 0.00066}, {"dt": "2015-01-09", "sector": "Consumer Non-Durables", "value": 0.007243}, {"dt": "2015-01-09", "sector": "Consumer Services", "value": 0.016714}, {"dt": "2015-01-09", "sector": "Energy", "value": 0.010978}, {"dt": "2015-01-09", "sector": "Exchange-Traded Fund", "value": 0.218828}, {"dt": "2015-01-09", "sector": "Finance", "value": 0.012944}, {"dt": "2015-01-09", "sector": "Health Care", "value": 0.022879}, {"dt": "2015-01-09", "sector": "Miscellaneous", "value": 0.001551}, {"dt": "2015-01-09", "sector": "n/a", "value": 0.017996}, {"dt": "2015-01-09", "sector": "Public Utilities", "value": 0.005037}, {"dt": "2015-01-09", "sector": "Technology", "value": 0.024197}, {"dt": "2015-01-09", "sector": "Transportation", "value": 0.000863}, {"dt": "2016-01-15", "sector": "Basic Industries", "value": 0.005661}, {"dt": "2016-01-15", "sector": "Capital Goods", "value": 0.002431}, {"dt": "2016-01-15", "sector": "Consumer Durables", "value": 0.000881}, {"dt": "2016-01-15", "sector": "Consumer Non-Durables", "value": 0.014695}, {"dt": "2016-01-15", "sector": "Consumer Services", "value": 0.018151}, {"dt": "2016-01-15", "sector": "Energy", "value": 0.00987}, {"dt": "2016-01-15", "sector": "Exchange-Traded Fund", "value": 0.24951}, {"dt": "2016-01-15", "sector": "Finance", "value": 0.013104}, {"dt": "2016-01-15", "sector": "Health Care", "value": 0.021153}, {"dt": "2016-01-15", "sector": "Miscellaneous", "value": 0.001261}, {"dt": "2016-01-15", "sector": "n/a", "value": 0.017209}, {"dt": "2016-01-15", "sector": "Public Utilities", "value": 0.006249}, {"dt": "2016-01-15", "sector": "Technology", "value": 0.029}, {"dt": "2016-01-15", "sector": "Transportation", "value": 0.000632}, {"dt": "2017-01-24", "sector": "Basic Industries", "value": 0.006111}, {"dt": "2017-01-24", "sector": "Capital Goods", "value": 0.00241}, {"dt": "2017-01-24", "sector": "Consumer Durables", "value": 0.00137}, {"dt": "2017-01-24", "sector": "Consumer Non-Durables", "value": 0.013388}, {"dt": "2017-01-24", "sector": "Consumer Services", "value": 0.015698}, {"dt": "2017-01-24", "sector": "Energy", "value": 0.014512}, {"dt": "2017-01-24", "sector": "Exchange-Traded Fund", "value": 0.329255}, {"dt": "2017-01-24", "sector": "Finance", "value": 0.015106}, {"dt": "2017-01-24", "sector": "Health Care", "value": 0.01993}, {"dt": "2017-01-24", "sector": "Miscellaneous", "value": 0.000887}, {"dt": "2017-01-24", "sector": "n/a", "value": 0.020131}, {"dt": "2017-01-24", "sector": "Public Utilities", "value": 0.010846}, {"dt": "2017-01-24", "sector": "Technology", "value": 0.03719}, {"dt": "2017-01-24", "sector": "Transportation", "value": 0.000993}, {"dt": "2018-01-30", "sector": "Basic Industries", "value": 0.006465}, {"dt": "2018-01-30", "sector": "Capital Goods", "value": 0.002787}, {"dt": "2018-01-30", "sector": "Consumer Durables", "value": 0.00097}, {"dt": "2018-01-30", "sector": "Consumer Non-Durables", "value": 0.017455}, {"dt": 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