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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, GOOGL, and represent 39.00% of Joel Isaacson & Co's stock portfolio.
Added to shares of these 10 stocks: SDY (+$8.6M), VIG (+$6.6M), VXUS (+$5.5M), VYMI (+$5.4M), VTI (+$5.3M), VTV, RSP, VO, VB, VOOG.
Started 17 new stock positions in XLV, DGRW, HDV, NMFC, Q, SHMD, IBRX, SLV, PEO, HIMU. AZN, SRE, AMPX, TMUS, OXY, COPY, SCHO.
Reduced shares in these 10 stocks: IAC, ROST, EL, META, IJK, PANW, VTEI, , AstraZeneca, DUOL.
Sold out of its positions in ABNB, AIG, AstraZeneca, BILL, BNY, TCPC, CPNG, DUOL, UUUU, EXACT Sciences Corporation.
Joel Isaacson & Co was a net buyer of stock by $66M.
Joel Isaacson & Co has $3.0B in assets under management (AUM), dropping by -0.40%.
Central Index Key (CIK): 0001599330

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Portfolio Holdings for Joel Isaacson & Co

Joel Isaacson & Co holds 452 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SDY)	13.8	$416M	+2%	2.8M	145.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.6	$290M	+2%	1.3M	215.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.6	$168M	+3%	525k	320.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	5.1	$154M		1.0M	148.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.9	$148M		516k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	4.6	$140M		487k	286.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.5	$137M	+2%	475k	287.18	View chart
Apple (AAPL)	3.8	$116M		456k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$88M		135k	650.34	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.0	$61M	+3%	150k	407.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$56M	+4%	212k	261.92	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$51M	+2%	814k	62.45	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.7	$50M		496k	100.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$45M	+14%	583k	77.11	View chart
Microsoft Corporation (MSFT)	1.5	$44M		119k	370.17	View chart
Amazon (AMZN)	1.3	$39M		185k	208.27	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$36M	+5%	82k	436.79	View chart
Meta Platforms Cl A (META)	1.0	$31M		55k	572.13	View chart
NVIDIA Corporation (NVDA)	0.9	$29M		164k	174.40	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$26M		194k	132.90	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$25M		177k	141.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$25M		42k	597.56	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.8	$23M	-2%	232k	99.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$22M	+3%	37k	577.19	View chart
Johnson & Johnson (JNJ)	0.6	$19M		79k	244.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$19M		249k	75.10	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.6	$18M		732k	24.55	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$18M	+42%	189k	94.24	View chart
JPMorgan Chase & Co. (JPM)	0.6	$17M		59k	294.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$16M		34k	479.20	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$15M	+3%	140k	109.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$12M	+3%	29k	430.29	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M		72k	169.66	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$12M	+3%	244k	49.37	View chart
Ftai Aviation SHS (FTAI)	0.4	$11M		45k	245.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$11M	+60%	55k	196.20	View chart
Eli Lilly & Co. (LLY)	0.4	$11M	+4%	12k	919.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$11M	-2%	49k	217.25	View chart
Procter & Gamble Company (PG)	0.3	$10M		72k	144.44	View chart
PNC Financial Services (PNC)	0.3	$10M		49k	208.09	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$9.9M	+2%	71k	138.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$9.8M	+3%	15k	653.21	View chart
Netflix (NFLX)	0.3	$9.2M		96k	96.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$9.2M	+4%	119k	77.18	View chart
Apollo Global Mgmt (APO)	0.3	$8.8M		79k	111.42	View chart
Goldman Sachs (GS)	0.3	$8.4M	+2%	9.9k	846.03	View chart
Morgan Stanley Com New (MS)	0.3	$7.8M	-2%	48k	164.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$7.8M	+29%	73k	106.50	View chart
Costco Wholesale Corporation (COST)	0.3	$7.6M	-3%	7.7k	996.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$7.2M	+4%	20k	367.44	View chart
AmerisourceBergen (COR)	0.2	$7.2M		23k	314.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$7.0M	+2%	10k	697.69	View chart
Main Street Capital Corporation (MAIN)	0.2	$6.8M		129k	52.96	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$6.4M	+27%	60k	106.15	View chart
Warner Music Group Corp Com Cl A (WMG)	0.2	$6.3M	-3%	245k	25.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.0M	+98%	31k	191.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$5.7M		19k	302.25	View chart
International Business Machines (IBM)	0.2	$5.6M	+17%	23k	242.39	View chart
1stdibs (DIBS)	0.2	$5.5M	-6%	1000k	5.50	View chart
Home Depot (HD)	0.2	$5.4M		17k	328.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.4M		13k	426.39	View chart
Merck & Co (MRK)	0.2	$5.2M	+9%	44k	120.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$4.8M		100k	48.46	View chart
Wells Fargo & Company (WFC)	0.2	$4.7M		59k	79.61	View chart
Wal-Mart Stores (WMT)	0.2	$4.7M	-3%	38k	124.28	View chart
Broadcom (AVGO)	0.2	$4.6M	+2%	15k	309.50	View chart
Bank of New York Mellon Corporation (BK)	0.2	$4.6M		39k	118.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.5M	+10%	84k	54.05	View chart
Nextera Energy (NEE)	0.1	$4.3M	+9%	47k	92.88	View chart
American Express Company (AXP)	0.1	$4.2M		14k	302.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.2M	+4%	62k	67.53	View chart
McDonald's Corporation (MCD)	0.1	$4.1M		13k	310.80	View chart
Enterprise Products Partners (EPD)	0.1	$4.0M	+2%	105k	37.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.9M		27k	142.43	View chart
eBay (EBAY)	0.1	$3.9M		42k	91.02	View chart
Iac Com New (IAC)	0.1	$3.8M	-45%	96k	40.03	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$3.7M	+20%	134k	27.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.7M	+5%	15k	248.00	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$3.6M		59k	61.26	View chart
Chevron Corporation (CVX)	0.1	$3.6M		18k	206.90	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.6M		5.8k	616.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.6M	+16%	17k	213.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.6M	+2%	56k	64.08	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.6M	+2%	25k	146.28	View chart
Walt Disney Company (DIS)	0.1	$3.5M	+2%	37k	96.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.3M		66k	49.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.3M		18k	181.42	View chart
Caterpillar (CAT)	0.1	$3.3M	+6%	4.6k	708.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.2M	-8%	21k	151.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.2M	-2%	28k	114.99	View chart
Visa Com Cl A (V)	0.1	$3.2M		11k	302.25	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.2M	+3%	5.3k	604.39	View chart
Bank of America Corporation (BAC)	0.1	$3.2M		66k	48.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.1M	-2%	16k	192.90	View chart
Oracle Corporation (ORCL)	0.1	$3.0M	+3%	21k	147.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.0M	+7%	31k	97.13	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$3.0M	+5%	27k	110.86	View chart
Ares Capital Corporation (ARCC)	0.1	$3.0M		166k	18.02	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.0M		104k	28.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.9M		4.00	718140.00	View chart
Corning Incorporated (GLW)	0.1	$2.9M	+2%	21k	135.97	View chart
Amgen (AMGN)	0.1	$2.8M		8.1k	351.86	View chart
Union Pacific Corporation (UNP)	0.1	$2.8M		11k	242.61	View chart
Cisco Systems (CSCO)	0.1	$2.8M		36k	77.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.6M		50k	52.78	View chart
TJX Companies (TJX)	0.1	$2.6M		16k	159.70	View chart
Consolidated Edison (ED)	0.1	$2.6M	+4%	23k	113.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.6M		6.8k	383.37	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.6M		12k	213.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.6M	+5%	21k	124.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.5M	-3%	22k	113.11	View chart
Verizon Communications (VZ)	0.1	$2.5M		50k	50.20	View chart
Pepsi (PEP)	0.1	$2.5M		16k	155.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.4M		6.8k	356.57	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$2.4M	+161%	24k	99.08	View chart
Pfizer (PFE)	0.1	$2.4M		85k	28.08	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$2.4M		3.1k	772.65	View chart
Star Group Unit Ltd Partnr (SGU)	0.1	$2.4M		192k	12.28	View chart
Ge Aerospace Com New (GE)	0.1	$2.3M	+2%	8.3k	283.78	View chart
Intel Corporation (INTC)	0.1	$2.3M	+14%	53k	44.13	View chart
Bristol Myers Squibb (BMY)	0.1	$2.3M	+18%	38k	60.65	View chart
Lendingclub Issuance Tr Ser Com New (LC)	0.1	$2.3M	-3%	160k	14.32	View chart
Vanguard World Utilities Etf (VPU)	0.1	$2.3M		11k	198.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.3M	+34%	40k	56.79	View chart
Chubb (CB)	0.1	$2.2M		6.9k	325.93	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.2M		38k	59.03	View chart
Ross Stores (ROST)	0.1	$2.2M	-37%	10k	216.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.2M	-14%	39k	56.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	+3%	7.2k	298.87	View chart
Coinbase Global Com Cl A (COIN)	0.1	$2.1M	-5%	12k	174.61	View chart
Tesla Motors (TSLA)	0.1	$2.1M		5.6k	371.75	View chart
Cloudflare Cl A Com (NET)	0.1	$2.0M	-7%	9.9k	206.34	View chart
UnitedHealth (UNH)	0.1	$2.0M	+7%	7.4k	270.58	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$2.0M	NEW	42k	47.98	View chart
Match Group (MTCH)	0.1	$2.0M		64k	30.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.0M		7.6k	257.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.0M	+5%	27k	73.64	View chart
Ge Vernova (GEV)	0.1	$1.9M	+2%	2.2k	872.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.9M	+12%	25k	78.41	View chart
Coca-Cola Company (KO)	0.1	$1.9M	+4%	25k	76.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.9M	+42%	61k	30.68	View chart
Honeywell International (HON)	0.1	$1.9M		8.3k	226.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.9M	+2%	10k	184.29	View chart
Boeing Company (BA)	0.1	$1.8M		9.2k	199.03	View chart
Abbvie (ABBV)	0.1	$1.8M		8.2k	217.49	View chart
Norfolk Southern (NSC)	0.1	$1.7M	+9%	6.0k	287.00	View chart
Waste Management (WM)	0.1	$1.7M		7.4k	229.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.7M	+9%	24k	70.18	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.7M		33k	50.81	View chart
Lauder Estee Cos Cl A (EL)	0.1	$1.7M	-40%	24k	71.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.7M	+54%	7.9k	211.15	View chart
At&t (T)	0.1	$1.6M	+3%	57k	28.99	View chart
Canadian Natural Resources (CNQ)	0.1	$1.6M		34k	48.73	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.6M		3.2k	499.63	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$1.6M	+5%	40k	40.14	View chart
Roundhill Etf Trust S&p 500 No Divid (XDIV)	0.1	$1.6M		59k	26.53	View chart
Altria (MO)	0.1	$1.5M	-5%	23k	65.99	View chart
Travelers Companies (TRV)	0.0	$1.5M		5.1k	291.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$1.5M		17k	88.70	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.5M	+2%	13k	112.27	View chart
Philip Morris International (PM)	0.0	$1.5M	-5%	8.9k	165.34	View chart
Colgate-Palmolive Company (CL)	0.0	$1.5M	-3%	17k	85.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.5M		3.7k	390.41	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.4M	NEW	59k	24.27	View chart
Blackrock (BLK)	0.0	$1.4M		1.5k	961.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$1.4M		4.2k	337.95	View chart
Insulet Corporation (PODD)	0.0	$1.4M		6.7k	209.84	View chart
Marriott Intl Cl A (MAR)	0.0	$1.4M		4.2k	327.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.4M	+9%	15k	90.53	View chart
Deere & Company (DE)	0.0	$1.3M		2.3k	563.27	View chart
Applied Materials (AMAT)	0.0	$1.3M		3.8k	341.76	View chart
Oneok (OKE)	0.0	$1.3M		14k	90.39	View chart
AFLAC Incorporated (AFL)	0.0	$1.3M		12k	109.71	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.2M		2.5k	491.53	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.2M		2.6k	460.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$1.2M		24k	48.05	View chart
Angi Cl A New (ANGI)	0.0	$1.1M		168k	6.85	View chart
Cummins (CMI)	0.0	$1.1M		2.1k	538.02	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.1M		1.7k	682.24	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$1.1M	+36%	15k	75.65	View chart
MetLife (MET)	0.0	$1.1M	+8%	15k	70.72	View chart
Uber Technologies (UBER)	0.0	$1.1M	+7%	15k	71.93	View chart
American Tower Reit (AMT)	0.0	$1.1M		6.2k	172.58	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.1M		28k	38.42	View chart
Starbucks Corporation (SBUX)	0.0	$1.0M	+12%	12k	89.59	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.0M	-3%	20k	52.85	View chart
salesforce (CRM)	0.0	$1.0M	+8%	5.5k	186.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$1.0M	+4%	12k	86.64	View chart
Shell Spon Ads (SHEL)	0.0	$1.0M		11k	93.00	View chart
Cigna Corp (CI)	0.0	$992k		3.7k	266.75	View chart
Novartis Sponsored Adr (NVS)	0.0	$991k		6.5k	152.75	View chart
Advanced Micro Devices (AMD)	0.0	$962k	+63%	4.7k	203.43	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$947k		6.5k	144.71	View chart
Qualcomm (QCOM)	0.0	$947k		7.4k	128.77	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$938k		8.0k	117.66	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$937k		10k	91.37	View chart
FedEx Corporation (FDX)	0.0	$933k		2.6k	356.15	View chart
Autodesk (ADSK)	0.0	$932k	+5%	3.9k	239.40	View chart
Totalenergies Se Act (TTE)	0.0	$930k		10k	90.98	View chart
Yum! Brands (YUM)	0.0	$904k	+9%	5.8k	155.48	View chart
Phillips 66 (PSX)	0.0	$891k	-11%	4.9k	182.17	View chart
Invesco Actively Managed Exc Msci Eafe Income (EFAA)	0.0	$886k	+15%	17k	52.74	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$886k	+166%	92k	9.60	View chart
Welltower Inc Com reit (WELL)	0.0	$886k		4.5k	197.71	View chart
Automatic Data Processing (ADP)	0.0	$886k	+5%	4.4k	203.20	View chart
Aon Shs Cl A (AON)	0.0	$883k		2.7k	322.78	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$879k		4.3k	205.81	View chart
Citigroup Com New (C)	0.0	$873k	+5%	7.7k	113.41	View chart
Kla Corp Com New (KLAC)	0.0	$870k		591.00	1472.35	View chart
Spotify Technology S A SHS (SPOT)	0.0	$869k	+3%	1.8k	484.91	View chart
Unilever Spon Adr New (UL)	0.0	$869k		15k	56.97	View chart
Texas Instruments Incorporated (TXN)	0.0	$864k		4.4k	194.12	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$862k		13k	64.73	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$859k		200k	4.29	View chart
Kinder Morgan (KMI)	0.0	$853k		25k	33.53	View chart
Duke Energy Corp Com New (DUK)	0.0	$833k	+12%	6.4k	130.94	View chart
ConocoPhillips (COP)	0.0	$832k	+2%	6.3k	132.00	View chart
Emerson Electric (EMR)	0.0	$829k	+3%	6.3k	131.02	View chart
Charles Schwab Corporation (SCHW)	0.0	$821k	-2%	8.7k	93.98	View chart
Jefferies Finl Group (JEF)	0.0	$820k		20k	41.27	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$820k		1.8k	463.07	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$796k	-4%	7.5k	106.21	View chart
Illinois Tool Works (ITW)	0.0	$780k		3.0k	260.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$777k		31k	25.10	View chart
MercadoLibre (MELI)	0.0	$775k		448.00	1729.02	View chart
Novo-nordisk A S Adr (NVO)	0.0	$773k	-2%	21k	36.75	View chart
3M Company (MMM)	0.0	$756k		5.2k	145.23	View chart
Adams Express Company (ADX)	0.0	$733k		34k	21.89	View chart
Diageo Spon Adr New (DEO)	0.0	$730k		9.8k	74.45	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$723k	+57%	8.8k	82.43	View chart
Anthem (ELV)	0.0	$720k	-4%	2.5k	292.75	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$711k	-11%	5.1k	138.37	View chart
Howmet Aerospace (HWM)	0.0	$711k		3.1k	230.46	View chart
General American Investors (GAM)	0.0	$696k	+5%	12k	58.47	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$692k		13k	54.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$685k		27k	25.64	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$673k		43k	15.83	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$669k		10k	67.07	View chart
Kimberly-Clark Corporation (KMB)	0.0	$663k		6.9k	96.47	View chart
Halozyme Therapeutics (HALO)	0.0	$662k		10k	64.63	View chart
Dominion Resources (D)	0.0	$658k		11k	61.82	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$656k		1.8k	370.65	View chart
Central Securities (CET)	0.0	$656k		13k	49.66	View chart
CSX Corporation (CSX)	0.0	$653k		16k	41.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$652k	+12%	7.9k	82.75	View chart
Becton, Dickinson and (BDX)	0.0	$650k		4.1k	157.25	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$649k		7.3k	88.47	View chart
Analog Devices (ADI)	0.0	$647k		2.0k	318.14	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	0.0	$643k	+31%	13k	50.00	View chart
Ishares Msci World Etf (URTH)	0.0	$641k	-12%	3.6k	180.02	View chart
Metropcs Communications (TMUS)	0.0	$635k	NEW	3.0k	210.03	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$629k		11k	57.64	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$622k		31k	20.12	View chart
Lightspeed Commerce Sub Vtg Shs (LSPD)	0.0	$621k		69k	8.96	View chart
Simon Property (SPG)	0.0	$619k	-17%	3.3k	186.53	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$613k		9.0k	68.18	View chart
Edwards Lifesciences (EW)	0.0	$602k		7.5k	80.08	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$601k	-2%	25k	23.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$598k		12k	49.95	View chart
Capital One Financial (COF)	0.0	$589k		3.2k	182.43	View chart
Eaton Corp SHS (ETN)	0.0	$587k		1.6k	357.67	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$584k	-3%	17k	35.04	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$555k		6.1k	91.64	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$555k		2.3k	236.38	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$543k		7.9k	68.43	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$541k		4.5k	121.19	View chart
United Parcel Svcs CL B (UPS)	0.0	$535k	-3%	5.4k	98.38	View chart
Elevation Series Trust Polen Dividend I (DIVZ)	0.0	$529k	+55%	14k	37.23	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.0	$528k	+110%	5.2k	102.46	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$527k		1.5k	359.04	View chart
Constellation Energy (CEG)	0.0	$526k		1.9k	279.25	View chart
M&T Bank Corporation (MTB)	0.0	$526k	+6%	2.5k	206.74	View chart
Tidal Trust I Sofi Select 500 (SFY)	0.0	$520k		4.2k	124.82	View chart
Dex (DXCM)	0.0	$519k	-4%	8.3k	62.80	View chart
Delta Air Lines Com New (DAL)	0.0	$519k		7.8k	66.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$517k		1.6k	313.87	View chart
American Electric Power Company (AEP)	0.0	$515k		3.9k	131.08	View chart
Marathon Petroleum Corp (MPC)	0.0	$511k	+7%	2.1k	244.18	View chart
AutoZone (AZO)	0.0	$510k		151.00	3377.78	View chart
Abbott Laboratories (ABT)	0.0	$508k	-3%	5.0k	102.67	View chart
Hershey Company (HSY)	0.0	$501k		2.4k	207.86	View chart
New York Times Co Mtn Be Cl A (NYT)	0.0	$498k		5.9k	83.73	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$495k		45k	11.06	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$494k		4.5k	109.10	View chart
Stubhub Hldgs Cl A (STUB)	0.0	$494k	+177%	79k	6.24	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$487k		7.0k	69.30	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$485k		5.7k	84.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$485k		17k	27.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$483k		5.0k	97.24	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$479k		5.0k	95.72	View chart
Astrazeneca Ord (AZN)	0.0	$476k	NEW	2.4k	197.22	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$472k		2.8k	168.87	View chart
Take-Two Interactive Software (TTWO)	0.0	$466k		2.4k	197.50	View chart
Compass Cl A (COMP)	0.0	$451k		62k	7.31	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$449k		4.2k	106.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$447k		4.5k	99.28	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$444k		4.0k	110.39	View chart
Micron Technology (MU)	0.0	$443k		1.3k	337.77	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$442k		1.8k	248.87	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$431k		5.3k	81.51	View chart
Qxo Com New (QXO)	0.0	$429k		22k	19.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$425k	-2%	2.1k	198.29	View chart
Boulder Growth & Income Fund (STEW)	0.0	$425k		25k	17.10	View chart
Arista Networks Com Shs (ANET)	0.0	$423k		3.4k	122.78	View chart
Kkr & Co (KKR)	0.0	$420k		4.5k	92.51	View chart
Stryker Corporation (SYK)	0.0	$418k		1.3k	328.59	View chart
O'reilly Automotive (ORLY)	0.0	$418k		4.5k	92.31	View chart
Public Service Enterprise (PEG)	0.0	$417k	+62%	5.2k	80.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$414k	-2%	5.8k	71.13	View chart
Williams Companies (WMB)	0.0	$411k		5.6k	72.78	View chart
Targa Res Corp (TRGP)	0.0	$411k		1.6k	250.73	View chart
Hamilton Insurance Group CL B (HG)	0.0	$411k		14k	29.83	View chart
Metropolitan Bank Holding Corp (MCB)	0.0	$406k		4.9k	83.29	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$402k	+27%	8.7k	45.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$398k		4.5k	88.16	View chart
Msc Income Fund (MSIF)	0.0	$396k		33k	12.18	View chart
Vanguard World Health Car Etf (VHT)	0.0	$395k		1.5k	272.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$394k	NEW	2.7k	146.62	View chart
IDEXX Laboratories (IDXX)	0.0	$392k	-15%	698.00	561.89	View chart
Expedia Group Com New (EXPE)	0.0	$391k		1.7k	230.89	View chart
Mongodb Cl A (MDB)	0.0	$388k		1.6k	244.77	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$387k	+11%	3.5k	108.99	View chart
Corteva (CTVA)	0.0	$377k	-2%	4.5k	83.71	View chart
Tri-Continental Corporation (TY)	0.0	$375k		12k	31.59	View chart
Ameriprise Financial (AMP)	0.0	$372k		837.00	444.40	View chart
Fidelis Insurance Holdings L (FIHL)	0.0	$372k		20k	19.11	View chart
S&p Global (SPGI)	0.0	$371k		872.00	425.34	View chart
Eaton Vance Tax-Advantaged Global Divide (ETO)	0.0	$370k	-3%	14k	26.65	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$367k	+12%	7.3k	50.44	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$366k		2.5k	145.76	View chart
Fastenal Company (FAST)	0.0	$364k		7.8k	46.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$363k		2.3k	155.08	View chart
Marsh & McLennan Companies (MRSH)	0.0	$363k		2.1k	173.45	View chart
Cme (CME)	0.0	$357k		1.2k	295.35	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$355k		1.5k	237.64	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$355k		5.1k	69.75	View chart
Sherwin-Williams Company (SHW)	0.0	$350k		1.1k	320.55	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$347k	-14%	263.00	1320.83	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$344k		5.5k	62.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$342k		2.7k	128.12	View chart
Dropbox Cl A (DBX)	0.0	$341k		15k	22.72	View chart
Uranium Energy (UEC)	0.0	$333k		25k	13.50	View chart
Carrier Global Corporation (CARR)	0.0	$331k	+19%	5.9k	56.31	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$328k	+10%	2.7k	119.53	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$326k	-34%	36k	9.13	View chart
Southern Company (SO)	0.0	$326k		3.4k	96.51	View chart
Danaher Corporation (DHR)	0.0	$325k	-6%	1.7k	189.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$323k		1.7k	191.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$319k	-29%	3.9k	82.58	View chart
Cheniere Energy Com New (LNG)	0.0	$319k		1.1k	283.76	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$318k		3.0k	106.69	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$316k		3.8k	83.56	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$314k	+11%	11k	27.46	View chart
Marvell Technology (MRVL)	0.0	$314k		3.2k	99.05	View chart
Occidental Petroleum Corporation (OXY)	0.0	$312k	NEW	4.8k	65.00	View chart
Suncor Energy (SU)	0.0	$312k	-4%	4.7k	66.11	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$311k	+3%	2.7k	114.30	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$308k	+5%	1.9k	159.61	View chart
Evercore Class A (EVR)	0.0	$305k		1.0k	298.56	View chart
Allstate Corporation (ALL)	0.0	$305k		1.5k	207.33	View chart
GSK Sponsored Adr (GSK)	0.0	$301k	+4%	5.5k	55.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$301k		1.6k	189.55	View chart
First Solar (FSLR)	0.0	$297k		1.5k	197.26	View chart
Biogen Idec (BIIB)	0.0	$296k	+3%	1.6k	183.33	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$293k		7.2k	40.47	View chart
Target Corporation (TGT)	0.0	$293k	-11%	2.4k	121.19	View chart
Sap Se Spon Adr (SAP)	0.0	$292k		1.7k	171.21	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$292k	+8%	9.7k	29.99	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.0	$284k		7.8k	36.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$282k	NEW	3.2k	87.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$282k	+2%	9.7k	29.08	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.0	$282k		7.8k	36.18	View chart
Garmin SHS (GRMN)	0.0	$281k		1.2k	231.98	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.0	$278k		4.5k	62.08	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$278k		3.7k	75.10	View chart
Hilton Worldwide Holdings (HLT)	0.0	$276k		907.00	303.96	View chart
Chart Industries (GTLS)	0.0	$275k		1.3k	206.75	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$270k		2.2k	120.97	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$266k		8.8k	30.32	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$265k	+14%	2.9k	91.76	View chart
RPM International (RPM)	0.0	$264k		2.7k	99.40	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$264k	-10%	26k	10.03	View chart
Cameco Corporation (CCJ)	0.0	$263k		2.4k	108.61	View chart
Truist Financial Corp equities (TFC)	0.0	$262k	-4%	5.7k	45.97	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$262k	+36%	5.6k	46.84	View chart
Trane Technologies SHS (TT)	0.0	$258k		620.00	416.74	View chart
Paypal Holdings (PYPL)	0.0	$257k	-8%	5.7k	45.23	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$256k		1.1k	234.03	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$256k		4.0k	63.94	View chart
Emcor (EME)	0.0	$255k		345.00	738.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$254k		1.7k	145.80	View chart
Mettler-Toledo International (MTD)	0.0	$252k	-11%	200.00	1261.20	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$250k		236.00	1057.26	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$249k		9.1k	27.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$248k		10k	24.75	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.0	$247k		4.6k	53.84	View chart
Gilead Sciences (GILD)	0.0	$245k		1.8k	139.37	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$244k		2.5k	97.66	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$243k		4.6k	52.76	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$242k		4.1k	58.47	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$241k		3.2k	75.19	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.0	$240k		3.0k	79.18	View chart
Progressive Corporation (PGR)	0.0	$238k	-13%	1.2k	198.17	View chart
Pimco Municipal Income Fund II (PML)	0.0	$237k		31k	7.57	View chart
Prologis (PLD)	0.0	$237k		1.8k	132.16	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$236k		3.5k	67.59	View chart
Berkshire Hills Ban (BBT)	0.0	$235k		7.8k	30.00	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.0	$234k		10k	23.36	View chart
Qnity Electronics Common Stock (Q)	0.0	$233k	NEW	2.0k	115.38	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$230k		3.3k	68.90	View chart
Servicenow (NOW)	0.0	$227k	+38%	2.2k	104.55	View chart
Equifax (EFX)	0.0	$226k		1.3k	180.07	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$226k	+2%	506.00	446.54	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$226k	-7%	2.8k	81.97	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$225k	-21%	7.4k	30.50	View chart
RBB Motley Fol Etf (TMFC)	0.0	$225k		3.4k	65.97	View chart
Nxp Semiconductors N V (NXPI)	0.0	$224k		1.1k	196.86	View chart
Spdr Series Trust State Street Spd (XSD)	0.0	$222k		679.00	326.30	View chart
Adobe Systems Incorporated (ADBE)	0.0	$220k	+35%	903.00	243.08	View chart
Golub Capital BDC (GBDC)	0.0	$219k	-19%	17k	12.66	View chart
Lowe's Companies (LOW)	0.0	$218k		922.00	236.28	View chart
Cars (CARS)	0.0	$217k		27k	8.12	View chart
Leidos Holdings (LDOS)	0.0	$213k		1.4k	155.55	View chart
Petroleum & Res Corp Com cef (PEO)	0.0	$212k	NEW	7.6k	27.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$210k		6.8k	30.96	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.0	$207k		5.1k	40.47	View chart
Sempra Energy (SRE)	0.0	$206k	NEW	2.1k	97.15	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$206k	NEW	1.5k	135.72	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$205k	NEW	3.0k	68.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$204k		7.0k	29.13	View chart
CVS Caremark Corporation (CVS)	0.0	$200k	-10%	2.8k	71.82	View chart
Immunitybio (IBRX)	0.0	$192k	NEW	25k	7.67	View chart
Ready Cap Corp Com reit (RC)	0.0	$169k	+45%	104k	1.62	View chart
Amprius Technologies Common Stock (AMPX)	0.0	$169k	NEW	10k	16.86	View chart
Editas Medicine (EDIT)	0.0	$168k		68k	2.47	View chart
Cerus Corporation (CERS)	0.0	$155k		85k	1.82	View chart
Ford Motor Company (F)	0.0	$146k	-2%	13k	11.54	View chart
Satellogic Com Cl A (SATL)	0.0	$143k		26k	5.44	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.0	$139k	NEW	10k	13.72	View chart
Cnh Indl N V SHS (CNH)	0.0	$139k		13k	11.00	View chart
Viatris (VTRS)	0.0	$137k	-3%	10k	13.51	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.0	$133k		11k	12.30	View chart
Ares Coml Real Estate (ACRE)	0.0	$100k		21k	4.80	View chart
Saba Capital Income & Opport Com New (SABA)	0.0	$96k		12k	8.32	View chart
Genius Sports Shares Cl A (GENI)	0.0	$89k		20k	4.43	View chart
New Mountain Finance Corp (NMFC)	0.0	$82k	NEW	11k	7.76	View chart
Apyx Medical Corporation (APYX)	0.0	$76k		21k	3.69	View chart
Schmid Group Euro Shs Cl A (SHMD)	0.0	$69k	NEW	13k	5.30	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.0	$51k		10k	5.07	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$30k		33k	0.92	View chart
Compugen Ord (CGEN)	0.0	$26k		12k	2.13	View chart
Mercer International (MERC)	0.0	$14k		10k	1.42	View chart

Past Filings by Joel Isaacson & Co

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

Joel Isaacson & Co 2026 Q1 filed April 23, 2026
Joel Isaacson & Co 2025 Q4 filed Jan. 30, 2026
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

View all past filings

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