MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Joel Isaacson & Co., LLC |
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Joel Isaacson & Co., LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2021-01-22) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
SPDR SER TR (S&P DIVID ETF) |
SDY |
189,742,000 |
1,791,203 |
18.57% |
VANGUARD SPECIALIZED FUNDS (DIV APP ETF) |
VIG |
116,600,000 |
825,954 |
11.41% |
VANGUARD INDEX FDS (MID CAP ETF) |
VO |
55,662,000 |
269,200 |
5.44% |
APPLE INC (COM) |
AAPL |
51,771,000 |
390,166 |
5.06% |
VANGUARD INDEX FDS (TOTAL STK MKT) |
VTI |
51,315,000 |
263,640 |
5.02% |
VANGUARD WHITEHALL FDS (HIGH DIV YLD) |
VYM |
39,346,000 |
429,965 |
3.85% |
ALPHABET INC (CAP STK CL A) |
GOOGL |
38,767,000 |
22,119 |
3.79% |
ALPHABET INC (CAP STK CL C) |
GOOG |
38,072,000 |
21,732 |
3.72% |
PELOTON INTERACTIVE INC (CL A COM) |
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30,787,000 |
202,919 |
3.01% |
ISHARES TR (S&P MC 400GR ETF) |
IJK |
27,344,000 |
378,618 |
2.67% |
SPDR S&P 500 ETF TR (TR UNIT) |
SPY |
24,291,000 |
65,971 |
2.37% |
WARNER MUSIC GROUP CORP (COM CL A) |
|
21,185,000 |
557,634 |
2.07% |
EATON VANCE TAX ADVT DIV INC (COM) |
EVT |
17,147,000 |
725,043 |
1.67% |
FACEBOOK INC (CL A) |
FB |
15,888,000 |
58,163 |
1.55% |
VANGUARD INDEX FDS (SMALL CP ETF) |
VB |
13,252,000 |
68,071 |
1.29% |
LAUDER ESTEE COS INC (CL A) |
EL |
12,164,000 |
45,698 |
1.19% |
MATCH GROUP INC NEW (COM) |
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11,458,000 |
75,784 |
1.12% |
MICROSOFT CORP (COM) |
MSFT |
10,707,000 |
48,139 |
1.04% |
AMAZON COM INC (COM) |
AMZN |
10,523,000 |
3,231 |
1.03% |
SELECT SECTOR SPDR TR (TECHNOLOGY) |
XLK |
10,400,000 |
79,990 |
1.01% |
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Investing Just Like Joel Isaacson & Co., LLC
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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