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Joel Isaacson & Co

Latest statistics and disclosures from Joel Isaacson & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are SDY, VIG, VTI, VYM, VO, and represent 38.93% of Joel Isaacson & Co's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$15M), VTI (+$5.2M), QQQ, META, AAPL, VXUS, VIG, AMZN, COST, SDY.
Started 38 new stock positions in GTLS, EXPE, EDD, ETN, MERC, DAL, NXPI, GSK, PBE, VRAR.
Reduced shares in these 10 stocks: GOOG (-$8.4M), IAC, SRAD, MTCH, EVT, CORZ, BHF, VMEO, LSPD, DIA.
Sold out of its positions in BHF, CSL, CORZ, CCI, EFT, EQX, VRTX, WPC, SRAD.
Joel Isaacson & Co was a net buyer of stock by $102M.
Joel Isaacson & Co has $2.8B in assets under management (AUM), dropping by 12.69%.
Central Index Key (CIK): 0001599330

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Portfolio Holdings for Joel Isaacson & Co

Joel Isaacson & Co holds 447 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust S&p Divid Etf (SDY)	13.5	$374M		2.7M	140.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	10.0	$278M		1.3M	215.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.9	$163M	+3%	497k	328.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	5.0	$138M		978k	140.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.6	$126M		430k	293.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.2	$117M		480k	243.10	View chart
Alphabet Cap Stk Cl C (GOOG)	4.0	$112M	-6%	459k	243.55	View chart
Apple (AAPL)	4.0	$111M	+3%	436k	254.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$76M		114k	666.18	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.2	$60M	+3%	138k	435.46	View chart
Microsoft Corporation (MSFT)	2.0	$55M	+5%	106k	517.95	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.8	$49M		508k	95.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$48M		189k	254.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$43M		732k	58.21	View chart
Amazon (AMZN)	1.5	$40M	+8%	184k	219.57	View chart
Meta Platforms Cl A (META)	1.4	$39M	+12%	52k	734.38	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$37M	+6%	78k	479.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$32M	+11%	435k	73.46	View chart
NVIDIA Corporation (NVDA)	1.0	$29M	+115%	154k	186.58	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$28M		97k	281.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$26M		176k	145.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$25M	+3%	41k	612.38	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.9	$24M	+13%	235k	100.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$21M	+28%	34k	600.36	View chart
JPMorgan Chase & Co. (JPM)	0.7	$18M	+6%	57k	315.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$16M	+2%	32k	502.74	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$16M		134k	120.50	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.6	$15M	-4%	630k	24.45	View chart
Johnson & Johnson (JNJ)	0.5	$15M	+3%	78k	185.42	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$13M		239k	53.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$12M		168k	71.37	View chart
Netflix (NFLX)	0.4	$11M	+29%	9.2k	1198.92	View chart
Procter & Gamble Company (PG)	0.4	$11M	+4%	71k	153.65	View chart
Apollo Global Mgmt (APO)	0.4	$11M		80k	133.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$11M		50k	208.71	View chart
PNC Financial Services (PNC)	0.4	$9.9M		49k	200.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$9.8M		28k	355.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$9.5M		14k	669.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$9.1M	+6%	66k	137.80	View chart
Iac Com New (IAC)	0.3	$9.0M	-25%	265k	34.07	View chart
Warner Music Group Corp Com Cl A (WMG)	0.3	$8.9M	-3%	260k	34.06	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$8.4M	+20%	107k	78.09	View chart
Eli Lilly & Co. (LLY)	0.3	$8.3M	+57%	11k	762.99	View chart
Main Street Capital Corporation (MAIN)	0.3	$8.2M		129k	63.59	View chart
Exxon Mobil Corporation (XOM)	0.3	$8.0M		71k	112.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$7.8M		19k	402.43	View chart
Goldman Sachs (GS)	0.3	$7.8M	+2%	9.7k	796.34	View chart
Morgan Stanley Com New (MS)	0.3	$7.7M		48k	158.96	View chart
Costco Wholesale Corporation (COST)	0.3	$7.5M	+74%	8.1k	925.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$7.2M		9.7k	746.66	View chart
Ftai Aviation SHS (FTAI)	0.3	$7.0M		42k	166.86	View chart
Home Depot (HD)	0.2	$6.6M	+23%	16k	405.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$6.3M	+48%	74k	84.68	View chart
Comcast Corp Cl A (CMCSA)	0.2	$5.8M		186k	31.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.8M		12k	468.42	View chart
Oracle Corporation (ORCL)	0.2	$5.6M	+4%	20k	281.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$5.5M		19k	297.61	View chart
International Business Machines (IBM)	0.2	$5.4M		19k	282.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.9M		26k	186.49	View chart
Wells Fargo & Company (WFC)	0.2	$4.8M	+22%	57k	83.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.7M	+17%	27k	170.85	View chart
Bank of America Corporation (BAC)	0.2	$4.7M	+2%	91k	51.59	View chart
American Express Company (AXP)	0.2	$4.6M	+17%	14k	332.16	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.6M		43k	106.49	View chart
Palantir Technologies Cl A (PLTR)	0.2	$4.4M	+3%	24k	182.42	View chart
Broadcom (AVGO)	0.2	$4.4M	+15%	13k	329.91	View chart
Coinbase Global Com Cl A (COIN)	0.2	$4.3M	+6%	13k	337.49	View chart
Bank of New York Mellon Corporation (BK)	0.2	$4.3M	+13%	39k	108.96	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$4.2M		39k	106.78	View chart
McDonald's Corporation (MCD)	0.1	$4.1M	+42%	13k	303.90	View chart
Walt Disney Company (DIS)	0.1	$4.0M	+9%	35k	114.50	View chart
Wal-Mart Stores (WMT)	0.1	$4.0M	+20%	39k	103.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.9M		27k	145.65	View chart
eBay (EBAY)	0.1	$3.9M		42k	90.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.8M		59k	65.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.8M		5.00	754200.00	View chart
Ares Capital Corporation (ARCC)	0.1	$3.6M		175k	20.41	View chart
Match Group (MTCH)	0.1	$3.4M	-23%	97k	35.32	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$3.4M		34k	99.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.4M		14k	241.96	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.3M		24k	142.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.3M		61k	54.18	View chart
Visa Com Cl A (V)	0.1	$3.3M	+9%	9.6k	341.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.2M		5.5k	596.00	View chart
Merck & Co (MRK)	0.1	$3.2M	+34%	39k	83.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.1M		16k	195.86	View chart
Enterprise Products Partners (EPD)	0.1	$3.1M		98k	31.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.0M	+462%	61k	50.07	View chart
Nextera Energy (NEE)	0.1	$3.0M	+4%	40k	75.49	View chart
Angi Cl A New (ANGI)	0.1	$3.0M		183k	16.26	View chart
Lendingclub Corp Com New (LC)	0.1	$3.0M	-7%	196k	15.19	View chart
UnitedHealth (UNH)	0.1	$3.0M	+47%	8.6k	345.30	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$2.9M		25k	118.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.9M	+4%	14k	203.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.8M		23k	120.72	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$2.8M	+28%	89k	31.16	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.7M	+57%	16k	167.33	View chart
Union Pacific Corporation (UNP)	0.1	$2.7M		11k	236.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.6M	+30%	14k	189.69	View chart
Chevron Corporation (CVX)	0.1	$2.6M	+8%	17k	155.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.6M		7.2k	365.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.6M	+72%	45k	57.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.6M	+6%	28k	93.37	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.6M	+347%	5.2k	499.21	View chart
Cisco Systems (CSCO)	0.1	$2.5M	+3%	36k	68.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.4M	+14%	41k	59.92	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.4M		27k	89.34	View chart
Cloudflare Cl A Com (NET)	0.1	$2.3M		11k	214.59	View chart
Pepsi (PEP)	0.1	$2.3M		17k	140.44	View chart
Ge Aerospace Com New (GE)	0.1	$2.3M	+3%	7.7k	300.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.3M	-3%	19k	118.83	View chart
Ross Stores (ROST)	0.1	$2.3M	+7%	15k	152.39	View chart
Star Group Unit Ltd Partnr (SGU)	0.1	$2.3M		192k	11.83	View chart
Amgen (AMGN)	0.1	$2.3M	+29%	8.0k	282.20	View chart
Lauder Estee Cos Cl A (EL)	0.1	$2.3M	-11%	26k	88.12	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.2M		7.6k	293.77	View chart
Consolidated Edison (ED)	0.1	$2.2M	-6%	22k	100.52	View chart
Chubb (CB)	0.1	$2.2M		7.8k	282.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.2M		6.7k	326.38	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	+4%	7.1k	307.87	View chart
Tesla Motors (TSLA)	0.1	$2.2M		4.9k	444.72	View chart
Verizon Communications (VZ)	0.1	$2.2M		49k	43.95	View chart
Vanguard World Utilities Etf (VPU)	0.1	$2.2M		11k	189.41	View chart
Pfizer (PFE)	0.1	$2.0M	+4%	80k	25.48	View chart
Boeing Company (BA)	0.1	$2.0M	+146%	9.3k	215.83	View chart
Caterpillar (CAT)	0.1	$1.9M	+46%	4.1k	477.10	View chart
TJX Companies (TJX)	0.1	$1.9M	+10%	13k	144.54	View chart
Peloton Interactive Cl A Com (PTON)	0.1	$1.8M		200k	9.00	View chart
1stdibs (DIBS)	0.1	$1.8M	+29%	695k	2.59	View chart
Blackrock (BLK)	0.1	$1.7M		1.5k	1165.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.7M	+65%	3.5k	490.38	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.7M		3.1k	562.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.7M	+48%	22k	78.91	View chart
Corning Incorporated (GLW)	0.1	$1.7M		20k	82.03	View chart
Abbvie (ABBV)	0.1	$1.7M	+6%	7.2k	231.54	View chart
At&t (T)	0.1	$1.7M	+7%	59k	28.24	View chart
Norfolk Southern (NSC)	0.1	$1.6M		5.4k	300.41	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.6M		12k	133.90	View chart
Honeywell International (HON)	0.1	$1.6M	+17%	7.6k	210.51	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.6M		33k	47.63	View chart
Coca-Cola Company (KO)	0.1	$1.6M	+9%	24k	66.32	View chart
Altria (MO)	0.1	$1.6M	+28%	24k	66.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.6M		8.9k	174.59	View chart
Waste Management (WM)	0.1	$1.5M	+134%	7.0k	220.83	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$1.5M	-3%	37k	41.58	View chart
Intel Corporation (INTC)	0.1	$1.5M	+28%	45k	33.55	View chart
Philip Morris International (PM)	0.1	$1.5M		9.2k	162.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.5M		22k	68.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M		16k	91.42	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M	+23%	32k	45.10	View chart
Travelers Companies (TRV)	0.1	$1.4M		5.1k	279.24	View chart
Uber Technologies (UBER)	0.0	$1.4M	+81%	14k	97.97	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.3M		11k	118.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.3M	+5%	20k	65.00	View chart
Jefferies Finl Group (JEF)	0.0	$1.3M	+32%	20k	65.42	View chart
salesforce (CRM)	0.0	$1.3M	+78%	5.4k	236.98	View chart
AFLAC Incorporated (AFL)	0.0	$1.3M		11k	111.70	View chart
Ge Vernova (GEV)	0.0	$1.2M	+2%	2.0k	614.90	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.2M		2.5k	485.02	View chart
Automatic Data Processing (ADP)	0.0	$1.2M		4.1k	293.52	View chart
American Tower Reit (AMT)	0.0	$1.2M		6.3k	192.32	View chart
Spotify Technology S A SHS (SPOT)	0.0	$1.2M	+11%	1.7k	698.00	View chart
Qualcomm (QCOM)	0.0	$1.2M	+10%	7.2k	166.36	View chart
Autodesk (ADSK)	0.0	$1.2M	-13%	3.7k	317.67	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.2M		2.6k	447.23	View chart
Novo-nordisk A S Adr (NVO)	0.0	$1.2M		21k	55.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$1.2M		4.2k	279.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.2M		43k	27.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$1.1M		23k	49.46	View chart
Cigna Corp (CI)	0.0	$1.1M		4.0k	288.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.1M	+15%	13k	87.31	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.1M	+2%	2.0k	568.73	View chart
Marriott Intl Cl A (MAR)	0.0	$1.1M		4.2k	260.44	View chart
Oneok (OKE)	0.0	$1.1M		15k	72.97	View chart
Deere & Company (DE)	0.0	$1.1M	+62%	2.3k	457.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.0M	-21%	5.0k	206.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.0M	+34%	19k	53.40	View chart
MercadoLibre (MELI)	0.0	$1.0M	+2%	436.00	2336.94	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$1.0M	-9%	7.0k	143.18	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.0M		1.6k	609.32	View chart
Unilever Spon Adr New (UL)	0.0	$1.0M	+19%	17k	59.28	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$970k		7.7k	126.64	View chart
Diageo Spon Adr New (DEO)	0.0	$949k	+101%	9.9k	95.43	View chart
Aon Shs Cl A (AON)	0.0	$941k		2.6k	356.58	View chart
Canadian Natural Resources (CNQ)	0.0	$928k		29k	31.96	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$928k		11k	82.58	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$926k		6.5k	141.50	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$918k		54k	16.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$894k	+7%	4.3k	209.34	View chart
Cummins (CMI)	0.0	$892k		2.1k	422.37	View chart
MetLife (MET)	0.0	$869k		11k	82.37	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$859k	+97%	10k	84.83	View chart
Charles Schwab Corporation (SCHW)	0.0	$856k	+20%	9.0k	95.47	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$847k		33k	26.07	View chart
Starbucks Corporation (SBUX)	0.0	$846k	+7%	10k	84.60	View chart
Colgate-Palmolive Company (CL)	0.0	$835k	+19%	10k	79.94	View chart
Texas Instruments Incorporated (TXN)	0.0	$825k		4.5k	183.75	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$818k	-33%	1.8k	463.87	View chart
3M Company (MMM)	0.0	$815k	+61%	5.3k	155.18	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$806k		5.8k	138.24	View chart
Emerson Electric (EMR)	0.0	$804k	-3%	6.1k	131.18	View chart
Lightspeed Commerce Sub Vtg Shs (LSPD)	0.0	$800k	-35%	69k	11.55	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$799k		7.9k	101.31	View chart
Kimberly-Clark Corporation (KMB)	0.0	$797k	+3%	6.4k	124.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$791k		31k	25.71	View chart
Applied Materials (AMAT)	0.0	$785k	+16%	3.8k	204.71	View chart
Welltower Inc Com reit (WELL)	0.0	$783k		4.4k	178.14	View chart
Yum! Brands (YUM)	0.0	$781k		5.1k	152.00	View chart
Illinois Tool Works (ITW)	0.0	$780k	-6%	3.0k	260.76	View chart
Citigroup Com New (C)	0.0	$766k	+26%	7.5k	101.51	View chart
Becton, Dickinson and (BDX)	0.0	$764k		4.1k	187.17	View chart
Halozyme Therapeutics (HALO)	0.0	$752k		10k	73.34	View chart
Simon Property (SPG)	0.0	$747k		4.0k	187.69	View chart
Ishares Msci World Etf (URTH)	0.0	$743k	-14%	4.1k	181.56	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$732k	+14%	23k	31.51	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$727k		13k	57.52	View chart
Novartis Sponsored Adr (NVS)	0.0	$726k		5.7k	128.24	View chart
Kinder Morgan (KMI)	0.0	$713k		25k	28.31	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$712k		4.5k	159.90	View chart
Phillips 66 (PSX)	0.0	$710k	+62%	5.2k	136.01	View chart
General American Investors (GAM)	0.0	$705k		11k	62.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$703k	-6%	27k	26.34	View chart
Duolingo Cl A Com (DUOL)	0.0	$690k		2.1k	321.84	View chart
Abbott Laboratories (ABT)	0.0	$690k		5.2k	133.94	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$684k		9.9k	68.81	View chart
Capital One Financial (COF)	0.0	$681k		3.2k	212.58	View chart
Central Securities (CET)	0.0	$679k		13k	51.37	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$669k	-6%	1.8k	378.97	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$649k	-13%	10k	62.47	View chart
AutoZone (AZO)	0.0	$639k		149.00	4290.24	View chart
Dominion Resources (D)	0.0	$638k		10k	61.17	View chart
Kla Corp Com New (KLAC)	0.0	$637k		591.00	1078.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$624k	-13%	12k	50.73	View chart
FedEx Corporation (FDX)	0.0	$617k		2.6k	235.80	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$616k	NEW	12k	50.63	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$616k		9.4k	65.56	View chart
Eaton Corp SHS (ETN)	0.0	$615k	NEW	1.6k	374.25	View chart
Howmet Aerospace (HWM)	0.0	$605k	+103%	3.1k	196.23	View chart
Palo Alto Networks (PANW)	0.0	$599k		2.9k	203.62	View chart
Adams Express Company (ADX)	0.0	$595k		27k	22.30	View chart
Kkr & Co (KKR)	0.0	$594k		4.6k	129.96	View chart
Paypal Holdings (PYPL)	0.0	$591k	-14%	8.8k	67.06	View chart
Take-Two Interactive Software (TTWO)	0.0	$587k	+39%	2.3k	258.36	View chart
Duke Energy Corp Com New (DUK)	0.0	$587k	-5%	4.7k	123.75	View chart
Edwards Lifesciences (EW)	0.0	$584k		7.5k	77.77	View chart
ConocoPhillips (COP)	0.0	$583k	NEW	6.2k	94.58	View chart
Dex (DXCM)	0.0	$583k		8.7k	67.29	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$578k		1.5k	396.26	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$575k	+89%	9.6k	59.69	View chart
Anthem (ELV)	0.0	$570k	+45%	1.8k	323.12	View chart
Mongodb Cl A (MDB)	0.0	$569k		1.8k	310.38	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$569k		2.3k	244.12	View chart
Constellation Energy (CEG)	0.0	$568k		1.7k	329.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$565k	+77%	6.7k	84.11	View chart
CSX Corporation (CSX)	0.0	$564k	+41%	16k	35.51	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$562k		4.5k	125.95	View chart
IDEXX Laboratories (IDXX)	0.0	$558k		873.00	638.89	View chart
United Parcel Service CL B (UPS)	0.0	$555k	+13%	6.6k	83.53	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$554k		9.0k	61.68	View chart
Shell Spon Ads (SHEL)	0.0	$552k	+54%	7.7k	71.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$547k		5.7k	96.54	View chart
Airbnb Com Cl A (ABNB)	0.0	$547k		4.5k	121.42	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$545k		5.9k	91.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$545k		17k	31.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$545k		2.2k	246.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$541k		7.3k	74.37	View chart
Tidal Trust I Sofi Select 500 (SFY)	0.0	$538k		4.2k	129.19	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$532k	+99%	5.3k	99.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$527k	+10%	3.2k	164.55	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$527k		1.6k	320.09	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$515k	+10%	5.7k	89.56	View chart
Invesco Actively Managed Exc Msci Eafe Income (EFAA)	0.0	$513k	+25%	9.7k	52.87	View chart
Analog Devices (ADI)	0.0	$499k		2.0k	245.70	View chart
Compass Cl A (COMP)	0.0	$496k		62k	8.03	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$490k		5.0k	97.99	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$486k		1.8k	273.62	View chart
O'reilly Automotive (ORLY)	0.0	$483k	+12%	4.5k	107.81	View chart
M&T Bank Corporation (MTB)	0.0	$472k	+32%	2.4k	197.64	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$468k	NEW	8.2k	56.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$466k	+10%	5.6k	82.96	View chart
Stryker Corporation (SYK)	0.0	$465k		1.3k	369.67	View chart
Blackrock N Y Mun Income Tru Sh Ben Int (BNY)	0.0	$461k		46k	10.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$457k	-25%	17k	26.30	View chart
Sap Se Spon Adr (SAP)	0.0	$456k		1.7k	267.21	View chart
Dropbox Cl A (DBX)	0.0	$453k		15k	30.21	View chart
Hershey Company (HSY)	0.0	$452k		2.4k	187.05	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$452k		8.9k	50.63	View chart
Boulder Growth & Income Fund (STEW)	0.0	$452k		25k	18.16	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$451k		4.1k	110.49	View chart
American Electric Power Company (AEP)	0.0	$451k		4.0k	112.50	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$434k		4.2k	103.07	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$431k		6.4k	66.91	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$430k	-10%	5.4k	79.79	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$428k		5.9k	72.67	View chart
Msc Income Fund (MSIF)	0.0	$427k		33k	13.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$422k	+9%	4.2k	100.26	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$420k		5.3k	79.52	View chart
S&p Global (SPGI)	0.0	$420k		862.00	486.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$414k	+34%	13k	31.62	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$414k		4.6k	89.77	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$404k		2.8k	144.38	View chart
Tri-Continental Corporation (TY)	0.0	$403k		12k	34.00	View chart
Advanced Micro Devices (AMD)	0.0	$402k	-6%	2.5k	161.79	View chart
Eaton Vance Tax-Advantaged Global Divide (ETO)	0.0	$394k		14k	27.56	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	0.0	$393k	+16%	7.7k	51.07	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$392k		2.8k	142.40	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$392k		10k	38.22	View chart
Fastenal Company (FAST)	0.0	$384k		7.8k	49.04	View chart
Marsh & McLennan Companies (MMC)	0.0	$383k		1.9k	201.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$380k		5.6k	68.45	View chart
Marathon Petroleum Corp (MPC)	0.0	$377k	NEW	2.0k	192.74	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$365k		12k	29.69	View chart
Metropolitan Bank Holding Corp (MCB)	0.0	$364k		4.9k	74.82	View chart
Vanguard World Health Car Etf (VHT)	0.0	$364k		1.4k	259.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$363k		1.5k	247.20	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$360k		4.7k	76.72	View chart
Expedia Group Com New (EXPE)	0.0	$358k	NEW	1.7k	213.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$355k		3.6k	99.95	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$354k	+74%	4.7k	75.62	View chart
Fidelis Insurance Holdings L (FIHL)	0.0	$353k		20k	18.15	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$347k		2.3k	148.61	View chart
New York Times Cl A (NYT)	0.0	$341k		5.9k	57.40	View chart
Hamilton Insurance Group CL B (HG)	0.0	$341k	+10%	14k	24.80	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$339k	NEW	8.7k	39.18	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$337k		5.4k	61.94	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$337k		34k	9.93	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$331k	+4%	4.8k	68.58	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$331k	+5%	5.0k	65.92	View chart
Uranium Energy (UEC)	0.0	$329k		25k	13.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$329k		4.5k	72.77	View chart
Danaher Corporation (DHR)	0.0	$329k		1.7k	198.26	View chart
First Solar (FSLR)	0.0	$328k	NEW	1.5k	220.53	View chart
Arista Networks Com Shs (ANET)	0.0	$328k	-8%	2.2k	145.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$328k	-11%	1.7k	194.50	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$327k		2.3k	139.69	View chart
Cme (CME)	0.0	$327k		1.2k	270.19	View chart
Cars (CARS)	0.0	$327k		27k	12.22	View chart
Kimco Realty Corporation (KIM)	0.0	$323k		15k	21.85	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$323k		3.0k	108.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$321k		7.2k	44.69	View chart
RPM International (RPM)	0.0	$314k		2.7k	117.88	View chart
Sherwin-Williams Company (SHW)	0.0	$311k		897.00	346.26	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$309k		6.8k	45.76	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$307k	-13%	261.00	1177.31	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$306k	-2%	1.1k	279.84	View chart
Corteva (CTVA)	0.0	$305k	+47%	4.5k	67.63	View chart
Dupont De Nemours (DD)	0.0	$305k	NEW	3.9k	77.90	View chart
Truist Financial Corp equities (TFC)	0.0	$303k	+33%	6.6k	45.72	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$301k		3.8k	80.17	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$300k		3.9k	76.41	View chart
Strategy Cl A New (MSTR)	0.0	$299k	+2%	929.00	322.21	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$299k	+13%	3.4k	86.80	View chart
Coupang Cl A (CPNG)	0.0	$297k	-7%	9.2k	32.20	View chart
Garmin SHS (GRMN)	0.0	$296k		1.2k	246.30	View chart
Doximity Cl A (DOCS)	0.0	$293k		4.0k	73.15	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$291k		3.4k	86.30	View chart
Golub Capital BDC (GBDC)	0.0	$290k		21k	13.69	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$290k		3.3k	87.21	View chart
Southern Company (SO)	0.0	$290k		3.1k	94.76	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$288k	+14%	2.6k	110.36	View chart
Ready Cap Corp Com reit (RC)	0.0	$282k		73k	3.87	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.0	$281k		7.8k	36.19	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$280k	+3%	29k	9.79	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$276k	+2%	4.4k	62.12	View chart
Mettler-Toledo International (MTD)	0.0	$276k		225.00	1227.61	View chart
Targa Res Corp (TRGP)	0.0	$274k		1.6k	167.54	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.0	$273k	+10%	7.6k	35.84	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$273k		3.6k	75.11	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$272k		9.3k	29.11	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$271k		1.8k	149.13	View chart
Us Bancorp Del Com New (USB)	0.0	$270k		5.6k	48.33	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$269k		2.2k	119.94	View chart
Allstate Corporation (ALL)	0.0	$267k		1.2k	214.62	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$267k		2.5k	106.78	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$267k	-2%	2.2k	120.01	View chart
Carrier Global Corporation (CARR)	0.0	$267k	+37%	4.5k	59.70	View chart
Trane Technologies SHS (TT)	0.0	$266k		631.00	421.96	View chart
Chart Industries (GTLS)	0.0	$266k	NEW	1.3k	200.15	View chart
Insulet Corporation (PODD)	0.0	$266k		861.00	308.73	View chart
Public Service Enterprise (PEG)	0.0	$264k	NEW	3.2k	83.46	View chart
Cheniere Energy Com New (LNG)	0.0	$264k		1.1k	234.98	View chart
Ameriprise Financial (AMP)	0.0	$264k	+22%	537.00	491.25	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$261k		1.5k	176.85	View chart
Progressive Corporation (PGR)	0.0	$259k	-9%	1.1k	246.99	View chart
Leidos Holdings (LDOS)	0.0	$259k	NEW	1.4k	188.99	View chart
Elevation Series Trust Opal Divid Incom (DIVZ)	0.0	$257k	+16%	7.1k	36.39	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$257k		4.0k	64.24	View chart
Nxp Semiconductors N V (NXPI)	0.0	$257k	NEW	1.1k	227.73	View chart
Evercore Class A (EVR)	0.0	$256k		760.00	337.30	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$255k	NEW	6.0k	42.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$255k	NEW	5.4k	46.96	View chart
Lowe's Companies (LOW)	0.0	$253k		1.0k	251.31	View chart
Occidental Petroleum Corporation (OXY)	0.0	$253k	NEW	5.4k	47.25	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$253k		20k	12.77	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.0	$251k		10k	25.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$248k		1.7k	142.56	View chart
Genius Sports Shares Cl A (GENI)	0.0	$248k		20k	12.38	View chart
United Rentals (URI)	0.0	$247k	NEW	259.00	954.66	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.0	$246k		4.7k	52.53	View chart
General Mills (GIS)	0.0	$246k		4.9k	50.42	View chart
Pimco Municipal Income Fund II (PML)	0.0	$243k		31k	7.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$241k		7.6k	31.91	View chart
RBB Motley Fol Etf (TMFC)	0.0	$240k	NEW	3.4k	70.53	View chart
Hilton Worldwide Holdings (HLT)	0.0	$239k	+11%	920.00	259.37	View chart
A. O. Smith Corporation (AOS)	0.0	$239k		3.3k	73.41	View chart
CVS Caremark Corporation (CVS)	0.0	$235k	NEW	3.1k	75.39	View chart
Biogen Idec (BIIB)	0.0	$233k	NEW	1.7k	140.08	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$232k		3.0k	78.36	View chart
Sturm, Ruger & Company (RGR)	0.0	$231k	NEW	5.3k	43.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$231k	-17%	9.9k	23.28	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$230k		959.00	239.69	View chart
Willis Towers Watson SHS (WTW)	0.0	$227k		657.00	345.45	View chart
GSK Sponsored Adr (GSK)	0.0	$225k	NEW	5.2k	43.16	View chart
Adobe Systems Incorporated (ADBE)	0.0	$223k	-2%	632.00	352.75	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$218k	NEW	225.00	968.09	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$217k		3.3k	66.32	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.0	$217k	NEW	679.00	319.12	View chart
Clorox Company (CLX)	0.0	$213k	NEW	1.7k	123.30	View chart
Target Corporation (TGT)	0.0	$213k	-29%	2.4k	89.71	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.0	$211k	NEW	3.0k	69.87	View chart
Zimmer Holdings (ZBH)	0.0	$210k	NEW	2.1k	98.50	View chart
Bill Com Holdings Ord (BILL)	0.0	$209k	NEW	3.9k	52.97	View chart
Cognex Corporation (CGNX)	0.0	$208k	NEW	4.6k	45.30	View chart
Suncor Energy (SU)	0.0	$206k	NEW	4.9k	41.81	View chart
American Intl Group Com New (AIG)	0.0	$203k		2.6k	78.54	View chart
Williams Companies (WMB)	0.0	$203k		3.2k	63.35	View chart
Upstart Hldgs (UPST)	0.0	$203k		4.0k	50.80	View chart
Omni (OMC)	0.0	$203k	NEW	2.5k	81.52	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$201k	NEW	3.8k	53.08	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.0	$201k	NEW	5.1k	39.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$201k	NEW	6.8k	29.64	View chart
Vimeo Common Stock (VMEO)	0.0	$182k	-73%	23k	7.75	View chart
Energy Fuels Com New (UUUU)	0.0	$174k	+11%	11k	15.35	View chart
Cerus Corporation (CERS)	0.0	$159k	+150%	100k	1.59	View chart
Ford Motor Company (F)	0.0	$155k	-2%	13k	11.96	View chart
Viatris (VTRS)	0.0	$148k	+7%	15k	9.90	View chart
Cnh Indl N V SHS (CNH)	0.0	$137k		13k	10.85	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.0	$134k		11k	12.41	View chart
Saba Capital Income & Opport Com New (SABA)	0.0	$105k	NEW	12k	9.12	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$104k		17k	6.20	View chart
Ares Coml Real Estate (ACRE)	0.0	$94k		21k	4.51	View chart
Satellogic Com Cl A (SATL)	0.0	$86k		26k	3.28	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.0	$54k	NEW	10k	5.38	View chart
Apyx Medical Corporation (APYX)	0.0	$44k		21k	2.14	View chart
Mercer International (MERC)	0.0	$29k	NEW	10k	2.88	View chart
Compugen Ord (CGEN)	0.0	$18k		12k	1.47	View chart
Glimpse Group Call Option (VRAR)	0.0	$750.000000	NEW	10k	0.07	View chart

Past Filings by Joel Isaacson & Co

SEC 13F filings are viewable for Joel Isaacson & Co going back to 2013

Joel Isaacson & Co 2025 Q3 filed Oct. 30, 2025
Joel Isaacson & Co 2025 Q2 filed July 23, 2025
Joel Isaacson & Co 2025 Q1 filed April 25, 2025
Joel Isaacson & Co 2024 Q4 filed Jan. 28, 2025
Joel Isaacson & Co 2024 Q3 filed Oct. 23, 2024
Joel Isaacson & Co 2024 Q2 filed July 24, 2024
Joel Isaacson & Co 2024 Q1 filed April 30, 2024
Joel Isaacson & Co 2023 Q4 restated filed Feb. 12, 2024
Joel Isaacson & Co 2023 Q4 filed Jan. 25, 2024
Joel Isaacson & Co 2023 Q3 filed Oct. 24, 2023
Joel Isaacson & Co 2023 Q2 filed July 27, 2023
Joel Isaacson & Co 2023 Q1 filed April 25, 2023
Joel Isaacson & Co 2022 Q4 filed Jan. 27, 2023
Joel Isaacson & Co 2022 Q3 filed Oct. 14, 2022
Joel Isaacson & Co 2022 Q2 filed July 15, 2022
Joel Isaacson & Co 2022 Q1 filed April 21, 2022

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