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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
4
2
1
0
34
7
3
JOEL ISAACSON CO LLC

Time Period2017-12-31

Total Holdings194

Total Value ($x1000)576,278
Activities
New11

Increased57

Unchanged68

Decreased58

Sold Out4

Top 10 Stock Holdingstotal 68.34%
SDY29.46

VIG8.29

VYM6.24

VO6.04

VTI4

 
EVT3.36

IJK3.08

AAPL2.74

FB2.68

SPY2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
29.46%
S&P DIVID ETF
VIG
8.29%
DIV APP ETF
VYM
6.24%
HIGH DIV YLD
VO
6.04%
MID CAP ETF
VTI
4%
TOTAL STK MKT
EVT
3.36%
COM
IJK
3.08%
S&P MC 400GR ETF
AAPL
2.74%
COM
FB
2.68%
CL A
SPY
2.45%
TR UNIT
EL
1.68%
CL A
JNJ
1.04%
COM
DVY
0.92%
SELECT DIVID ETF
PG
0.9%
COM
IAC
0.79%
COM PAR $.001
VB
0.67%
SMALL CP ETF
GOOGL
0.66%
CAP STK CL A
GOOG
0.62%
CAP STK CL C
XOM
0.62%
COM
VWO
0.62%
FTSE EMR MKT ETF
BRK.B
0.61%
CL B NEW
VXUS
0.6%
VG TL INTL STK F
MSFT
0.51%
COM
XLK
0.5%
TECHNOLOGY
CVS
0.49%
COM
T
0.47%
COM
AMZN
0.42%
COM
JPM
0.41%
COM
MS
0.39%
COM NEW
DIS
0.38%
COM DISNEY
IVV
0.36%
CORE S&P500 ETF
ROST
0.35%
COM
MMM
0.33%
COM
VZ
0.32%
COM
NFLX
0.31%
COM
HD
0.29%
COM
VT
0.29%
TT WRLD ST ETF
GE
0.29%
COM
GS
0.28%
COM
IBM
0.28%
COM
BX
0.28%
COM UNIT LTD
PEP
0.27%
COM
MMP
0.26%
COM UNIT RP LP
CELG
0.26%
COM
WFC
0.25%
COM
EPD
0.25%
COM
MPLX
0.25%
COM UNIT REP LTD
PFE
0.23%
COM
AGO
0.22%
COM
CVX
0.22%
COM
BA
0.21%
COM
NRZ
0.21%
COM NEW
VGK
0.2%
FTSE EUROPE ETF
FTAI
0.2%
COM REP LTD LIAB
REGN
0.2%
COM
FRT
0.19%
SH BEN INT NEW
ACRE
0.19%
COM
TWTR
0.19%
COM
QQQ
0.19%
UNIT SER 1
KO
0.18%
COM
INTC
0.17%
COM
DEO
0.17%
SPON ADR NEW
LQDH
0.17%
INT RT HDG C B
ED
0.17%
COM
MRK
0.17%
COM
MO
0.16%
COM
VOO
0.16%
SHS
CL
0.16%
COM
VBK
0.15%
SML CP GRW ETF
NEE
0.15%
COM
CTXS
0.15%
COM
MCD
0.15%
COM
BIDU
0.14%
SPON ADR REP A
BDX
0.14%
COM
BMY
0.14%
COM
PM
0.14%
COM
FE
0.14%
COM
CNQ
0.14%
COM
DIA
0.14%
UT SER 1
IAT
0.14%
US REGNL BKS ETF
BK
0.14%
COM
AMT
0.14%
COM
KRE
0.13%
S&P REGL BKG
ETO
0.13%
COM
UNH
0.13%
COM
EFA
0.13%
MSCI EAFE ETF
JNK
0.13%
BRC HGH YLD BD
VBR
0.13%
SM CP VAL ETF
UNP
0.12%
COM
GLD
0.12%
GOLD SHS
AXP
0.12%
COM
AABA
0.12%
COM
CSCO
0.12%
COM
RF
0.11%
COM
UN
0.11%
N Y SHS NEW
GREK
0.11%
FTSE GREECE 20
C
0.11%
COM NEW
IJS
0.11%
SP SMCP600VL ETF
IYJ
0.1%
U.S. INDS ETF
AMGN
0.1%
COM
IJT
0.1%
SP SMCP600GR ETF
DG
0.1%
COM
BIV
0.09%
INTERMED TERM
MAR
0.09%
CL A
MDY
0.09%
UTSER1 S&PDCRP
BLK
0.09%
COM
DLS
0.09%
INTL SMCAP DIV
AFL
0.09%
COM
DBL
0.09%
COM
VMW
0.09%
CL A COM
CPB
0.09%
COM
IYW
0.08%
U.S. TECH ETF
HON
0.08%
COM
IYM
0.08%
U.S. BAS MTL ETF
UTX
0.08%
COM
MDLZ
0.08%
CL A
CMCSA
0.08%
CL A
ADP
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
IJH
0.08%
CORE S&P MCP ETF
V
0.08%
COM CL A
MGK
0.08%
MEGA GRWTH IND
WMT
0.08%
COM
KMB
0.08%
COM
STWD
0.08%
COM
XLI
0.07%
SBI INT-INDS
VEU
0.07%
ALLWRLD EX US
ORCL
0.07%
COM
EMR
0.07%
COM
TRV
0.07%
COM
PNC
0.07%
COM
IWB
0.07%
RUS 1000 ETF
PSX
0.07%
COM
ABBV
0.07%
COM
RTN
0.06%
COM NEW
BSV
0.06%
SHORT TRM BOND
BABA
0.06%
SPONSORED ADS
DWDP
0.06%
COM
ROBO
0.06%
ROBO STX GLB ETF
VNQ
0.06%
REIT ETF
LC
0.06%
COM
IWD
0.06%
RUS 1000 VAL ETF
EBAY
0.06%
COM
CB
0.06%
COM
ISRG
0.06%
COM NEW
GIS
0.06%
COM
PBE
0.06%
DYN BIOT & GEN
IAU
0.05%
ISHARES
BAC
0.05%
COM
KHC
0.05%
COM
XLY
0.05%
SBI CONS DISCR
IWO
0.05%
RUS 2000 GRW ETF
XLP
0.05%
SBI CONS STPLS
COST
0.05%
COM
EEM
0.05%
MSCI EMG MKT ETF
EW
0.05%
COM
ASH
0.05%
COM
LLY
0.05%
COM
VVV
0.05%
COM
BF/B
0.05%
CL B
AEP
0.05%
COM
PX
0.05%
COM
FDX
0.05%
COM
MUB
0.05%
NAT AMT FREE BD
WPC
0.04%
COM
DXCM
0.04%
COM
DVN
0.04%
COM
OZM
0.04%
CL A
LQD
0.04%
IBOXX INV CP ETF
USB
0.04%
COM NEW
AOS
0.04%
COM
AGZD
0.04%
BARCLAYS ZERO
LMT
0.04%
COM
EZM
0.04%
MDCP EARN FUND
XLNX
0.04%
COM
AIG
0.04%
COM NEW
AGR
0.04%
COM
HNNA
0.04%
COM
NSC
0.04%
COM
VCR
0.04%
CONSUM DIS ETF
XLG
0.04%
GUG RUSS TOP 50
WM
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
AON
0.04%
SHS CL A
BKCC
0.03%
COM
ARCC
0.03%
COM
MFA
0.03%
COM
ACRX
0.02%
COM
MNE
0.02%
COM
ATAX
0.02%
BEN UNIT CTF
SIRI
0.01%
COM
TST
0.01%
COM
CHK
0.01%
COM
NNA
< 0.01%
SHS
SBUX
0.04%
COM
TWX
0.04%
COM NEW
IIPR
0.03%
CL A
BONT
0.01%
COM