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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
51
3
4
2
1
0
37
7
5
JOEL ISAACSON CO LLC

Time Period2018-06-30

Total Holdings199

Total Value ($x1000)597,160
Activities
New14

Increased71

Unchanged76

Decreased38

Sold Out7

Top 10 Stock Holdingstotal 67.49%
SDY27.82

VIG8.17

VO6.08

VYM5.91

VTI4.27

 
FB3.34

EVT3.3

IJK3.25

AAPL2.88

SPY2.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
27.82%
S&P DIVID ETF
VIG
8.17%
DIV APP ETF
VO
6.08%
MID CAP ETF
VYM
5.91%
HIGH DIV YLD
VTI
4.27%
TOTAL STK MKT
FB
3.34%
CL A
EVT
3.3%
COM
IJK
3.25%
S&P MC 400GR ETF
AAPL
2.88%
COM
SPY
2.47%
TR UNIT
EL
1.82%
CL A
IAC
0.96%
COM PAR $.001
JNJ
0.9%
COM
DVY
0.88%
SELECT DIVID ETF
GOOGL
0.77%
CAP STK CL A
VB
0.75%
SMALL CP ETF
PG
0.71%
COM
AMZN
0.71%
COM
XLK
0.69%
TECHNOLOGY
GOOG
0.66%
CAP STK CL C
XOM
0.62%
COM
VXUS
0.57%
VG TL INTL STK F
BRK.B
0.57%
CL B NEW
MSFT
0.57%
COM
VWO
0.57%
FTSE EMR MKT ETF
NFLX
0.5%
COM
JPM
0.49%
COM
BAC
0.47%
COM
T
0.41%
COM
IVV
0.35%
CORE S&P500 ETF
CVS
0.35%
COM
TWTR
0.35%
COM
MS
0.34%
COM NEW
DIS
0.33%
COM DISNEY
VT
0.32%
TT WRLD ST ETF
MMM
0.3%
COM
VZ
0.29%
COM
HD
0.29%
COM
BX
0.27%
COM UNIT LTD
ROST
0.27%
COM
BA
0.24%
COM
IBM
0.24%
COM
PFE
0.24%
COM
PEP
0.24%
COM
WFC
0.23%
COM
GS
0.23%
COM
EPD
0.23%
COM
MPLX
0.23%
COM UNIT REP LTD
CVX
0.23%
COM
MMP
0.22%
COM UNIT RP LP
QQQ
0.21%
UNIT SER 1
ACRE
0.2%
COM
NRZ
0.2%
COM NEW
VGK
0.19%
FTSE EUROPE ETF
GE
0.18%
COM
INTC
0.18%
COM
MRK
0.18%
COM
FRT
0.18%
SH BEN INT NEW
CTXS
0.18%
COM
REGN
0.17%
COM
FTAI
0.17%
COM REP LTD LIAB
VOO
0.17%
SHS
IJS
0.16%
SP SMCP600VL ETF
DEO
0.16%
SPON ADR NEW
VBK
0.16%
SML CP GRW ETF
UNH
0.16%
COM
LQDH
0.16%
INT RT HDG C B
NEE
0.16%
COM
KO
0.16%
COM
FE
0.15%
COM
BDX
0.15%
COM
ED
0.15%
COM
CELG
0.15%
COM
BIDU
0.14%
SPON ADR REP A
EFA
0.14%
MSCI EAFE ETF
DIA
0.14%
UT SER 1
KRE
0.13%
S&P REGL BKG
VBR
0.13%
SM CP VAL ETF
CNQ
0.13%
COM
AMT
0.13%
COM
IAT
0.13%
US REGNL BKS ETF
CL
0.13%
COM
OZM
0.13%
CL A
BK
0.13%
COM
MCD
0.13%
COM
UNP
0.13%
COM
CSCO
0.13%
COM
GLD
0.13%
GOLD SHS
JNK
0.12%
BRC HGH YLD BD
MO
0.12%
COM
ETO
0.12%
COM
BMY
0.12%
COM
AXP
0.11%
COM
RF
0.11%
COM
BLK
0.11%
COM
IJT
0.11%
SP SMCP600GR ETF
AABA
0.11%
COM
DXCM
0.1%
COM
UN
0.1%
N Y SHS NEW
AMGN
0.1%
COM
LIVN
0.1%
SHS
IWF
0.1%
RUS 1000 GRW ETF
DG
0.1%
COM
VMW
0.1%
CL A COM
PM
0.1%
COM
IYJ
0.1%
U.S. INDS ETF
EBAY
0.09%
COM
C
0.09%
COM NEW
CMCSA
0.09%
CL A
ATVI
0.09%
COM
IYW
0.09%
U.S. TECH ETF
MDY
0.09%
UTSER1 S&PDCRP
VEU
0.09%
ALLWRLD EX US
EMR
0.09%
COM
ROBO
0.09%
ROBO STX GLB ETF
AFL
0.08%
COM
AMCX
0.08%
CL A
MAR
0.08%
CL A
ADP
0.08%
COM
DLS
0.08%
INTL SMCAP DIV
MGK
0.08%
MEGA GRWTH IND
V
0.08%
COM CL A
IJH
0.08%
CORE S&P MCP ETF
IYM
0.08%
U.S. BAS MTL ETF
UTX
0.08%
COM
MDLZ
0.08%
CL A
HON
0.08%
COM
STWD
0.07%
COM
KMB
0.07%
COM
BIV
0.07%
INTERMED TERM
PNC
0.07%
COM
ISRG
0.07%
COM NEW
BSV
0.07%
SHORT TRM BOND
LC
0.07%
COM
IWB
0.07%
RUS 1000 ETF
ABBV
0.07%
COM
PSX
0.07%
COM
MDSO
0.07%
COM
XLI
0.07%
SBI INT-INDS
BABA
0.07%
SPONSORED ADS
DBL
0.07%
COM
WMT
0.06%
COM
RTN
0.06%
COM NEW
EW
0.06%
COM
TRV
0.06%
COM
PBE
0.06%
DYNMC BIOTECH
XLF
0.06%
SBI INT-FINL
ORCL
0.06%
COM
VNQ
0.06%
REIT ETF
DWDP
0.06%
COM
XLY
0.06%
SBI CONS DISCR
EEM
0.05%
MSCI EMG MKT ETF
COST
0.05%
COM
LMT
0.05%
COM
IWO
0.05%
RUS 2000 GRW ETF
IWD
0.05%
RUS 1000 VAL ETF
ASH
0.05%
COM
PX
0.05%
COM
IAU
0.05%
ISHARES
VGT
0.05%
INF TECH ETF
CB
0.05%
COM
LLY
0.05%
COM
DVN
0.05%
COM
KHC
0.05%
COM
XLP
0.04%
SBI CONS STPLS
MCB
0.04%
COM
TST
0.04%
COM
WPC
0.04%
COM
AEP
0.04%
COM
BF/B
0.04%
CL B
WY
0.04%
COM
GIS
0.04%
COM
AOS
0.04%
COM
VVV
0.04%
COM
VCR
0.04%
CONSUM DIS ETF
AGR
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
HNNA
0.04%
COM
BKCC
0.04%
COM
XLG
0.04%
S&P 500 TOP 50
USB
0.04%
COM NEW
XLNX
0.04%
COM
TJX
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
NSC
0.04%
COM
BP
0.04%
SPONSORED ADR
FDX
0.04%
COM
WTR
0.04%
COM
AON
0.03%
SHS CL A
RPM
0.03%
COM
AIG
0.03%
COM NEW
FDN
0.03%
DJ INTERNT IDX
AZO
0.03%
COM
ARCC
0.03%
COM
BBX
0.02%
CL A
GREK
0.02%
FTSE GREECE 20
SIRI
0.02%
COM
ACRX
0.01%
COM
CHK
0.01%
COM
QQQ
0.2%
UNIT SER 1
PBE
0.06%
DYN BIOT & GEN
CAT
0.05%
COM
XLG
0.04%
GUG RUSS TOP 50
WM
0.04%
COM
YUM
0.04%
COM
MNE
0.02%
COM