Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOEL ISAACSON & CO LLC | 04-22-2023 | 03-31-2023 | 327 | 1,391,505,041 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 51 | $3,070,452 | 55,614 | 0.00 | 0.00 | 1,366 | 2.52 | 03-31-2023 |
| BANK AMERICA CORP | COM | 52 | $3,015,620 | 105,441 | 0.00 | 0.00 | 708 | 0.68 | 03-31-2023 |
| ARES CAPITAL CORP | COM | 53 | $3,007,576 | 164,573 | 0.00 | 0.00 | -124 | -0.08 | 03-31-2023 |
| MCDONALDS CORP | COM | 54 | $2,913,873 | 10,421 | 0.00 | 0.00 | 73 | 0.71 | 03-31-2023 |
