Joel Isaacson & Co., LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison report unveils increased holdings in valuable companies.

Joel Isaacson & Co., LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Joel Isaacson & Co., LLC has recently released its Q4 2022 13F Holdings Comparison report, which compares the changes in the company's holdings between Q3 2022 and Q4 2022. The report covers a total of 50 holdings, including popular companies such as Apple, Microsoft, Amazon, and Alphabet.

The report shows a significant increase in the number of shares held by Joel Isaacson & Co., LLC. The company's total shares increased from 6,398,923 in Q3 2022 to 7,637,756 in Q4 2022, which represents a 19.4% increase in shares held. The total value of these holdings also increased from $1,150,846,000 in Q3 2022 to $1,384,684,000 in Q4 2022, an increase of 20.3%. We will now take a closer look at some of the significant changes in the company's holdings.

The first company worth mentioning is SPDR SER TR (SDY). Joel Isaacson & Co., LLC increased its holdings of SDY by 10.5% from 2,111,820 shares in Q3 to 2,213,107 shares in Q4. The value of these shares also increased from $235,468,000 in Q3 to $276,881,000 in Q4, representing a change of 17.6%.

Another company with a significant increase in shares held is Vanguard Whitehall FDS (VYM). Joel Isaacson & Co., LLC increased its holdings of VYM by 10.5% from 691,982 shares in Q3 to 765,084 shares in Q4. The value of these shares also increased from $65,655,000 in Q3 to $82,789,000 in Q4, a change of 26.1%.

Vanguard Index FDS (VTI) and Vanguard Index FDS (VB) are two other companies that saw a significant increase in holdings. Joel Isaacson & Co., LLC increased its holdings of VTI from 317,173 shares in Q3 to 307,662 shares in Q4, representing a decrease of 3.3%. However, the value of these shares increased from $56,923,000 in Q3 to $58,821,000 in Q4. As for VB, Joel Isaacson & Co., LLC increased its holdings from 90,021 shares in Q3 to 100,191 shares in Q4, representing an increase of 19.5%. The value of these shares also increased from $15,386,000 in Q3 to $18,389,000 in Q4, a change of 19.5%.

On the other hand, there were some companies that saw a decrease in shares held by Joel Isaacson & Co., LLC. One example is Amazon.com (AMZN). The company reduced its holdings of AMZN by 3.4% from 83,077 shares in Q3 to 85,970 shares in Q4. The value of these shares also decreased from $9,388,000 in Q3 to $7,221,000 in Q4, representing a change of -23.1%.

Lauder Estee Cos Inc (EL) is another company that suffered a decrease in shares held. Joel Isaacson & Co., LLC decreased its holdings of EL by a massive 34.7%, from 42,998 shares in Q3 to 28,022 shares in Q4. The value of these shares also decreased from $9,283,000 in Q3 to $6,952,000 in Q4, representing a change of -25.1%.

Lastly, there were some new holdings in Joel Isaacson & Co., LLC's portfolio. One example is 1stdibs Com Inc (DIBS). The company acquired new holdings of DIBS of 474,445 shares, with a value of $2,984,000. However, the value of these shares decreased in Q4, with a change of -19.2%.

Overall, the report shows that Joel Isaacson & Co., LLC increased its holdings in most of the companies it holds, with a few exceptions. The company's investments remain diverse, with a mix of technology and energy companies, as well as exchange-traded funds (ETFs) and specialized funds. The report demonstrates the dynamic nature of the investment world and how portfolio adjustments can be made to capitalize on changes in the market. It will be exciting to see how the portfolio continues to evolve in the upcoming quarters.