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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
52
3
2
2
1
0
36
7
5
JOEL ISAACSON CO LLC

Time Period2018-03-31

Total Holdings192

Total Value ($x1000)573,260
Activities
New8

Increased73

Unchanged82

Decreased29

Sold Out10

Top 10 Stock Holdingstotal 67.37%
SDY28.46

VIG8.27

VO6.1

VYM6.04

VTI4.05

 
EVT3.28

IJK3.19

FB2.84

AAPL2.73

SPY2.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
28.46%
S&P DIVID ETF
VIG
8.27%
DIV APP ETF
VO
6.1%
MID CAP ETF
VYM
6.04%
HIGH DIV YLD
VTI
4.05%
TOTAL STK MKT
EVT
3.28%
COM
IJK
3.19%
S&P MC 400GR ETF
FB
2.84%
CL A
AAPL
2.73%
COM
SPY
2.41%
TR UNIT
EL
1.98%
CL A
IAC
1.02%
COM PAR $.001
JNJ
0.98%
COM
DVY
0.9%
SELECT DIVID ETF
PG
0.78%
COM
VB
0.71%
SMALL CP ETF
XLK
0.68%
TECHNOLOGY
GOOGL
0.67%
CAP STK CL A
VWO
0.65%
FTSE EMR MKT ETF
BRK.B
0.64%
CL B NEW
AMZN
0.62%
COM
GOOG
0.62%
CAP STK CL C
VXUS
0.6%
VG TL INTL STK F
MSFT
0.59%
COM
XOM
0.55%
COM
BAC
0.54%
COM
JPM
0.53%
COM
T
0.46%
COM
CVS
0.42%
COM
NFLX
0.41%
COM
MS
0.4%
COM NEW
IVV
0.36%
CORE S&P500 ETF
DIS
0.34%
COM DISNEY
MMM
0.31%
COM
VT
0.31%
TT WRLD ST ETF
HD
0.29%
COM
IBM
0.29%
COM
VZ
0.28%
COM
BX
0.28%
COM UNIT LTD
GS
0.28%
COM
ROST
0.26%
COM
BA
0.25%
COM
PEP
0.25%
COM
PFE
0.24%
COM
MPLX
0.23%
COM UNIT REP LTD
TWTR
0.23%
COM
WFC
0.22%
COM
CELG
0.22%
COM
EPD
0.21%
COM
INTC
0.21%
COM
VGK
0.2%
FTSE EUROPE ETF
GE
0.2%
COM
QQQ
0.2%
UNIT SER 1
CVX
0.2%
COM
NRZ
0.19%
COM NEW
MMP
0.19%
COM UNIT RP LP
ACRE
0.19%
COM
REGN
0.18%
COM
FRT
0.17%
SH BEN INT NEW
LQDH
0.17%
INT RT HDG C B
DEO
0.17%
SPON ADR NEW
KO
0.17%
COM
NEE
0.16%
COM
CTXS
0.16%
COM
FTAI
0.16%
COM REP LTD LIAB
BMY
0.16%
COM
VBK
0.16%
SML CP GRW ETF
VOO
0.16%
SHS
ED
0.16%
COM
MRK
0.16%
COM
FE
0.15%
COM
EFA
0.15%
MSCI EAFE ETF
CL
0.15%
COM
BDX
0.15%
COM
MO
0.14%
COM
ETO
0.14%
COM
IAT
0.14%
US REGNL BKS ETF
KRE
0.14%
S&P REGL BKG
GLD
0.14%
GOLD SHS
AMT
0.14%
COM
BIDU
0.14%
SPON ADR REP A
MCD
0.13%
COM
IJS
0.13%
SP SMCP600VL ETF
CSCO
0.13%
COM
PM
0.13%
COM
BK
0.13%
COM
UNH
0.13%
COM
DIA
0.13%
UT SER 1
JNK
0.13%
BRC HGH YLD BD
UNP
0.12%
COM
RF
0.12%
COM
VBR
0.12%
SM CP VAL ETF
BLK
0.12%
COM
CNQ
0.12%
COM
OZM
0.12%
CL A
AMGN
0.11%
COM
AXP
0.11%
COM
UN
0.11%
N Y SHS NEW
C
0.11%
COM NEW
AABA
0.11%
COM
IJT
0.1%
SP SMCP600GR ETF
IYJ
0.1%
U.S. INDS ETF
MDY
0.1%
UTSER1 S&PDCRP
DG
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
UTX
0.1%
COM
MAR
0.09%
CL A
ROBO
0.09%
ROBO STX GLB ETF
DLS
0.09%
INTL SMCAP DIV
AFL
0.09%
COM
IYW
0.09%
U.S. TECH ETF
DBL
0.09%
COM
CMCSA
0.09%
CL A
VMW
0.08%
CL A COM
DXCM
0.08%
COM
VEU
0.08%
ALLWRLD EX US
MDLZ
0.08%
CL A
HON
0.08%
COM
IYM
0.08%
U.S. BAS MTL ETF
MGK
0.08%
MEGA GRWTH IND
IJH
0.08%
CORE S&P MCP ETF
ADP
0.08%
COM
STWD
0.08%
COM
V
0.07%
COM CL A
PNC
0.07%
COM
RTN
0.07%
COM NEW
EEM
0.07%
MSCI EMG MKT ETF
TRV
0.07%
COM
XLI
0.07%
SBI INT-INDS
EMR
0.07%
COM
BIV
0.07%
INTERMED TERM
ORCL
0.07%
COM
KMB
0.07%
COM
WMT
0.07%
COM
PSX
0.07%
COM
BABA
0.07%
SPONSORED ADS
BSV
0.07%
SHORT TRM BOND
IWB
0.07%
RUS 1000 ETF
ISRG
0.06%
COM NEW
ABBV
0.06%
COM
AMCX
0.06%
CL A
EW
0.06%
COM
LC
0.06%
COM
EBAY
0.06%
COM
LIVN
0.06%
SHS
PBE
0.06%
DYN BIOT & GEN
IWD
0.06%
RUS 1000 VAL ETF
DWDP
0.06%
COM
IAU
0.06%
ISHARES
MDSO
0.05%
COM
CB
0.05%
COM
XLY
0.05%
SBI CONS DISCR
VNQ
0.05%
REIT ETF
IWO
0.05%
RUS 2000 GRW ETF
COST
0.05%
COM
WY
0.05%
COM
ASH
0.05%
COM
CAT
0.05%
COM
BF/B
0.05%
CL B
XLP
0.05%
SBI CONS STPLS
KHC
0.05%
COM
HNNA
0.05%
COM
LLY
0.04%
COM
AOS
0.04%
COM
FDX
0.04%
COM
XLNX
0.04%
COM
LMT
0.04%
COM
PX
0.04%
COM
GIS
0.04%
COM
AEP
0.04%
COM
VVV
0.04%
COM
BKCC
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
WPC
0.04%
COM
USB
0.04%
COM NEW
AGR
0.04%
COM
XLG
0.04%
GUG RUSS TOP 50
VCR
0.04%
CONSUM DIS ETF
AON
0.04%
SHS CL A
AIG
0.04%
COM NEW
XLF
0.04%
SBI INT-FINL
NSC
0.04%
COM
WM
0.04%
COM
ATVI
0.04%
COM
YUM
0.04%
COM
ARCC
0.03%
COM
GREK
0.02%
FTSE GREECE 20
MNE
0.02%
COM
ACRX
0.02%
COM
SIRI
0.02%
COM
TST
0.02%
COM
CHK
0.01%
COM
AGO
0.22%
COM
CPB
0.09%
COM
MUB
0.05%
NAT AMT FREE BD
DVN
0.04%
COM
AGZD
0.04%
BARCLAYS ZERO
EZM
0.04%
MDCP EARN FUND
XLE
0.04%
SBI INT-ENERGY
MFA
0.03%
COM
ATAX
0.02%
BEN UNIT CTF
NNA
< 0.01%
SHS