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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
61
4
3
1
1
0
38
9
5
JOEL ISAACSON CO LLC

Time Period2018-12-31

Total Holdings233

Total Value ($x1000)631,094
Activities
New52

Increased130

Unchanged26

Decreased25

Sold Out21

Top 10 Stock Holdingstotal 63.19%
SDY26.96

VIG8.6

VYM5.67

VO5.6

VTI4.11

 
IJK2.85

EVT2.58

SPY2.4

AAPL2.21

FB2.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
26.96%
S&P DIVID ETF
VIG
8.6%
DIV APP ETF
VYM
5.67%
HIGH DIV YLD
VO
5.6%
MID CAP ETF
VTI
4.11%
TOTAL STK MKT
IJK
2.85%
S&P MC 400GR ETF
EVT
2.58%
COM
SPY
2.4%
TR UNIT
AAPL
2.21%
COM
FB
2.21%
CL A
EL
1.52%
CL A
JNJ
1.15%
COM
IAC
1.09%
COM PAR $.001
PG
0.85%
COM
MSFT
0.84%
COM
DVY
0.81%
SELECT DIVID ETF
VEU
0.74%
ALLWRLD EX US
AMZN
0.72%
COM
GOOGL
0.7%
CAP STK CL A
VB
0.63%
SMALL CP ETF
JPM
0.61%
COM
BRK.B
0.59%
CL B NEW
XLK
0.59%
TECHNOLOGY
XOM
0.58%
COM
VXUS
0.58%
VG TL INTL STK F
GOOG
0.56%
CAP STK CL C
VWO
0.54%
FTSE EMR MKT ETF
T
0.5%
COM
PFE
0.44%
COM
BAC
0.44%
COM
MRK
0.43%
COM
MMM
0.39%
COM
IVV
0.39%
CORE S&P500 ETF
EPD
0.37%
COM
CVX
0.36%
COM
CSCO
0.36%
COM
DIS
0.36%
COM DISNEY
VZ
0.36%
COM
NEE
0.35%
COM
BA
0.32%
COM
VT
0.31%
TT WRLD ST ETF
MS
0.29%
COM NEW
WFC
0.29%
COM
INTC
0.28%
COM
ROST
0.27%
COM
DEO
0.27%
SPON ADR NEW
HD
0.27%
COM
BX
0.26%
COM UNIT LTD
TWTR
0.25%
COM
NFLX
0.25%
COM
CVS
0.24%
COM
PEP
0.23%
COM
UN
0.22%
N Y SHS NEW
XLF
0.21%
SBI INT-FINL
IBM
0.21%
COM
MPLX
0.21%
COM UNIT REP LTD
DWDP
0.21%
COM
MCD
0.2%
COM
ACRE
0.2%
COM
CB
0.2%
COM
REGN
0.2%
COM
LLY
0.19%
COM
QQQ
0.19%
UNIT SER 1
PM
0.19%
COM
MMP
0.19%
COM UNIT RP LP
KMB
0.19%
COM
VOO
0.18%
SHS
RTN
0.18%
COM NEW
GS
0.18%
COM
MO
0.18%
COM
TRV
0.18%
COM
UNH
0.17%
COM
CTXS
0.17%
COM
NRZ
0.17%
COM NEW
KO
0.17%
COM
HCN
0.17%
COM
FRT
0.16%
SH BEN INT NEW
VBR
0.16%
SM CP VAL ETF
NVS
0.16%
SPONSORED ADR
VBK
0.15%
SML CP GRW ETF
NFJ
0.15%
COM
CELG
0.15%
COM
AMT
0.15%
COM
BDJ
0.15%
COM
COP
0.15%
COM
DXCM
0.15%
COM
BDX
0.14%
COM
ED
0.14%
COM
UNP
0.14%
COM
FTAI
0.13%
COM REP LTD LIAB
CL
0.13%
COM
EFA
0.13%
MSCI EAFE ETF
GLW
0.12%
COM
WBA
0.12%
COM
CONTURA ...
0.12%
COM
IWF
0.12%
RUS 1000 GRW ETF
DLS
0.12%
INTL SMCAP DIV
GLD
0.12%
GOLD SHS
DBX
0.12%
CL A
DG
0.12%
COM
BMY
0.12%
COM
BCE
0.12%
COM NEW
GPC
0.12%
COM
BIDU
0.11%
SPON ADR REP A
AMGN
0.11%
COM
BK
0.11%
COM
KRE
0.11%
S&P REGL BKG
AXP
0.11%
COM
IAT
0.11%
US REGNL BKS ETF
XLI
0.11%
SBI INT-INDS
CMCSA
0.1%
CL A
STWD
0.1%
COM
BABA
0.1%
SPONSORED ADS
MDLZ
0.1%
CL A
OKE
0.1%
COM
STI
0.1%
COM
VMW
0.09%
CL A COM
HON
0.09%
COM
MDY
0.09%
UTSER1 S&PDCRP
IJT
0.09%
SP SMCP600GR ETF
RF
0.09%
COM
WMT
0.09%
COM
V
0.09%
COM CL A
JCI
0.09%
SHS
AABA
0.09%
COM
C
0.09%
COM NEW
AFL
0.08%
COM
IWD
0.08%
RUS 1000 VAL ETF
CNQ
0.08%
COM
BKCC
0.08%
COM
ETO
0.08%
COM
ADP
0.08%
COM
IYW
0.08%
U.S. TECH ETF
ORCL
0.08%
COM
RDS/B
0.07%
SPON ADR B
BIV
0.07%
INTERMED TERM
EBAY
0.07%
COM
ARCC
0.07%
COM
UTX
0.07%
COM
ARDC
0.07%
COM
ROBO
0.07%
ROBO STX GLB ETF
ABBV
0.07%
COM
HCP
0.07%
COM
MGK
0.07%
MEGA GRWTH IND
EMR
0.07%
COM
BSV
0.07%
SHORT TRM BOND
ISRG
0.07%
COM NEW
MAR
0.07%
CL A
LC
0.07%
COM
IJH
0.07%
CORE S&P MCP ETF
GE
0.06%
COM
VNQ
0.06%
REIT ETF
IWB
0.06%
RUS 1000 ETF
EW
0.06%
COM
JQC
0.06%
COM SHS
COST
0.06%
COM
PNC
0.06%
COM
DSL
0.06%
COM
NEP
0.06%
COM UNIT PART IN
DIA
0.06%
UT SER 1
PBE
0.06%
DYNMC BIOTECH
PSX
0.05%
COM
ASH
0.05%
COM
MDSO
0.05%
COM
JNK
0.05%
BRC HGH YLD BD
XLP
0.05%
SBI CONS STPLS
HBC
0.05%
SPON ADR NEW
SO
0.05%
COM
MIC
0.05%
MEMBERSHIP INT
DBL
0.05%
COM
OZM
0.05%
CL A
LMT
0.05%
COM
XLNX
0.05%
COM
XLY
0.05%
SBI CONS DISCR
BP
0.05%
SPONSORED ADR
AMCX
0.05%
CL A
AON
0.05%
SHS CL A
IAU
0.05%
ISHARES
EEM
0.05%
MSCI EMG MKT ETF
HTGC
0.05%
COM
IWO
0.05%
RUS 2000 GRW ETF
GD
0.05%
COM
MSI
0.05%
COM NEW
SRE
0.05%
COM
ETE
0.05%
COM UT LTD PTN
EOG
0.04%
COM
AEP
0.04%
COM
USB
0.04%
COM NEW
WPC
0.04%
COM
TJX
0.04%
COM
DUK
0.04%
COM NEW
VGT
0.04%
INF TECH ETF
GIS
0.04%
COM
TST
0.04%
COM
BBN
0.04%
SHS
ABT
0.04%
COM
NSC
0.04%
COM
BF/B
0.04%
CL B
AGR
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
WM
0.04%
COM
LIVN
0.04%
SHS
VCR
0.04%
CONSUM DIS ETF
ATVI
0.04%
COM
KHC
0.04%
COM
XLG
0.04%
S&P 500 TOP 50
YUM
0.04%
COM
SBUX
0.03%
COM
ETN
0.03%
SHS
ADBE
0.03%
COM
SZC
0.03%
COM
WGP
0.03%
COMUNT LTD PT
PGX
0.03%
PFD ETF
TCPC
0.03%
COM
MELI
0.03%
COM
WTR
0.03%
COM
EOS
0.03%
COM
MKC
0.03%
COM NON VTG
CGBD
0.03%
COM
ETY
0.03%
COM
BBDC
0.02%
COM
HNNA
0.02%
COM
GSAT
0.02%
COM
BBX
0.02%
CL A
GREK
0.02%
FTSE GREECE 20
SIRI
0.02%
COM
TMQ
0.01%
COM
ROYT
< 0.01%
UNIT BEN INT
CHKR
< 0.01%
COM SH BEN INT
AAPL
< 0.01%
CALL
SIRI
< 0.01%
PUT
SPY
< 0.01%
PUT
SPY
< 0.01%
CALL
VGK
0.17%
FTSE EUROPE ETF
IJS
0.16%
SP SMCP600VL ETF
FE
0.15%
COM
IYJ
0.15%
U.S. INDS ETF
BLK
0.1%
COM
IYM
0.07%
U.S. BAS MTL ETF
NLSN
0.07%
SHS EUR
PX
0.05%
COM
TNDM
0.05%
COM NEW
VVV
0.04%
COM
AZO
0.04%
COM
FDX
0.04%
COM
RPM
0.04%
COM
XLE
0.03%
SBI INT-ENERGY
WY
0.03%
COM
AOS
0.03%
COM
ACN
0.03%
SHS CLASS A
AIG
0.03%
COM NEW
MCB
0.03%
COM
ACRX
0.01%
COM
CHK
0.01%
COM