Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, GOOGL, GOOG, and represent 38.19% of Joel Isaacson & Co's stock portfolio.
Added to shares of these 10 stocks: VO (+$118M), VOOG (+$63M), VUG (+$38M), HIMU (+$15M), VGT (+$8.2M), SDY (+$7.2M), MGK (+$6.9M), VIG (+$5.3M), IWF, VXUS.
Started 40 new stock positions in CSL, PXF, SHOP, SOXX, JPC, PRFZ, TTEQ, SHLD, JBL, URI.
Reduced shares in these 10 stocks: Honeywell International, MTCH, Lendingclub Corp, UNH, ARCC, SRLN, VOT, STUB, OWL, OXY.
Sold out of its positions in PEO, ADBE, AMPX, ACRE, OWL, EME, Honeywell International, LDOS, NXJ, OXY. SRE, VTRS, DGRW.
Joel Isaacson & Co was a net buyer of stock by $316M.
Joel Isaacson & Co has $3.5B in assets under management (AUM), dropping by 14.53%.
Central Index Key (CIK): 0001599330

Tip: Access up to 7 years of quarterly data

Positions held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Joel Isaacson & Co

Joel Isaacson & Co holds 479 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str Sp Div (SDY)	12.7	$441M		2.9M	152.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.4	$325M		1.4M	236.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.7	$198M		535k	370.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.3	$184M		516k	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	5.0	$172M		487k	353.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.8	$167M		1.1M	158.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.5	$156M	+306%	1.9M	80.57	View chart
Apple (AAPL)	3.8	$133M		459k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$101M		136k	746.77	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.2	$75M	+507%	909k	82.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$67M	+3%	219k	303.12	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.7	$59M		501k	117.50	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$58M		824k	69.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.6	$54M	+8%	634k	85.49	View chart
Amazon (AMZN)	1.3	$45M	+3%	191k	238.34	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$45M	+534%	523k	86.14	View chart
Microsoft Corporation (MSFT)	1.3	$45M		120k	373.02	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.1	$37M		195k	190.52	View chart
NVIDIA Corporation (NVDA)	1.0	$33M		166k	200.09	View chart
Meta Platforms Cl A (META)	0.9	$31M		55k	563.29	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$29M		179k	163.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$29M		42k	686.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$28M		38k	736.40	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.7	$24M	+3%	240k	100.97	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$23M	+23%	233k	98.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$21M		252k	83.75	View chart
JPMorgan Chase & Co. (JPM)	0.6	$20M	+5%	62k	327.33	View chart
Johnson & Johnson (JNJ)	0.6	$20M		79k	253.97	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.6	$20M		727k	27.68	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$18M	+2%	144k	127.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$17M		35k	500.39	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.5	$17M	+711%	337k	49.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$15M	+24%	69k	217.93	View chart
Eli Lilly & Co. (LLY)	0.4	$14M		12k	1199.42	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$13M		244k	53.61	View chart
Ftai Aviation SHS (FTAI)	0.4	$12M		45k	270.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$12M		49k	242.99	View chart
PNC Financial Services (PNC)	0.3	$12M		49k	246.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$12M	+4%	74k	156.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$11M		15k	748.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$11M	+6%	31k	368.38	View chart
Procter & Gamble Company (PG)	0.3	$11M		72k	146.64	View chart
Goldman Sachs (GS)	0.3	$10M		9.9k	1011.36	View chart
Exxon Mobil Corporation (XOM)	0.3	$9.9M		72k	136.72	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$9.8M	+26%	92k	106.47	View chart
Morgan Stanley Com New (MS)	0.3	$9.7M	-2%	47k	209.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$9.6M	+5%	125k	76.70	View chart
Apollo Global Mgmt (APO)	0.3	$9.4M		79k	118.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$9.4M	+684%	78k	119.52	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$8.6M	+397%	98k	87.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$8.1M	+22%	38k	212.77	View chart
Costco Wholesale Corporation (COST)	0.2	$7.6M	+6%	8.1k	935.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$7.5M	+9%	21k	365.70	View chart
Intel Corporation (INTC)	0.2	$7.2M	-2%	52k	139.63	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$6.9M	+6%	64k	107.62	View chart
Netflix (NFLX)	0.2	$6.8M		95k	71.40	View chart
Main Street Capital Corporation (MAIN)	0.2	$6.7M		129k	51.88	View chart
International Business Machines (IBM)	0.2	$6.5M		23k	281.21	View chart
AmerisourceBergen (COR)	0.2	$6.5M		23k	282.98	View chart
Warner Music Group Corp Com Cl A (WMG)	0.2	$6.4M	-3%	238k	27.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.3M	+303%	51k	124.17	View chart
Home Depot (HD)	0.2	$5.9M		17k	352.68	View chart
Broadcom (AVGO)	0.2	$5.7M		15k	377.75	View chart
Merck & Co (MRK)	0.2	$5.6M		44k	128.50	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$5.6M		39k	144.61	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$5.5M		100k	55.01	View chart
Caterpillar (CAT)	0.2	$5.5M	+11%	5.1k	1064.88	View chart
Corning Incorporated (GLW)	0.2	$5.4M		21k	255.44	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$5.2M	+20%	161k	32.47	View chart
Lam Research Corp Com New (LRCX)	0.2	$5.2M		12k	433.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.2M	+3%	87k	59.69	View chart
1stdibs (DIBS)	0.1	$5.1M	+3%	1.0M	4.90	View chart
Wells Fargo & Company (WFC)	0.1	$4.8M		58k	82.64	View chart
eBay (EBAY)	0.1	$4.7M		42k	111.75	View chart
American Express Company (AXP)	0.1	$4.7M		14k	338.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.7M		61k	77.11	View chart
People Com New	0.1	$4.7M	+6%	102k	46.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.6M	+2%	15k	300.45	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.6M		18k	252.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$4.5M		27k	164.27	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.4M		6.8k	655.85	View chart
Wal-Mart Stores (WMT)	0.1	$4.4M	+2%	38k	113.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.3M	+6%	18k	242.42	View chart
Cisco Systems (CSCO)	0.1	$4.3M		36k	117.46	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$4.2M	+3%	6.0k	703.35	View chart
Nextera Energy (NEE)	0.1	$4.1M		47k	87.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.9M		55k	71.25	View chart
Enterprise Products Partners (EPD)	0.1	$3.9M		105k	36.76	View chart
Bank of America Corporation (BAC)	0.1	$3.8M		66k	56.98	View chart
Visa Com Cl A (V)	0.1	$3.7M		11k	343.10	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$3.7M	+49%	37k	100.60	View chart
McDonald's Corporation (MCD)	0.1	$3.6M		14k	270.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.5M	+4%	29k	117.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.4M		66k	50.58	View chart
Walt Disney Company (DIS)	0.1	$3.3M	-5%	35k	96.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.3M		31k	103.88	View chart
Ge Aerospace Com New (GE)	0.1	$3.2M	+5%	8.7k	373.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.2M	+4%	22k	148.31	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$3.2M		60k	53.11	View chart
Union Pacific Corporation (UNP)	0.1	$3.1M		11k	271.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.1M	-8%	20k	156.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$3.1M		22k	137.53	View chart
Oracle Corporation (ORCL)	0.1	$3.0M		21k	146.55	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.0M		4.00	748850.00	View chart
Chevron Corporation (CVX)	0.1	$3.0M	+3%	18k	165.76	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.0M	+9%	44k	68.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.0M		16k	189.73	View chart
Amgen (AMGN)	0.1	$2.9M		8.0k	362.13	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$2.9M		27k	107.13	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.9M		25k	116.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.8M	+5%	53k	54.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.8M		3.7k	763.14	View chart
Advanced Micro Devices (AMD)	0.1	$2.8M	+2%	4.9k	580.91	View chart
Applied Materials (AMAT)	0.1	$2.8M		3.8k	722.95	View chart
Ge Vernova (GEV)	0.1	$2.8M	+5%	2.3k	1174.88	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.7M		5.3k	509.46	View chart
Chubb (CB)	0.1	$2.6M	+12%	7.8k	340.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.6M	-7%	6.3k	409.51	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.6M		104k	24.55	View chart
TJX Companies (TJX)	0.1	$2.5M		17k	151.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.5M	+28%	34k	73.41	View chart
Happen Com New	0.1	$2.5M	-24%	120k	20.74	View chart
Ares Capital Corporation (ARCC)	0.1	$2.5M	-19%	135k	18.53	View chart
Consolidated Edison (ED)	0.1	$2.5M	-3%	22k	110.63	View chart
Star Group Unit Ltd Partnr (SGU)	0.1	$2.5M		192k	12.84	View chart
Tesla Motors (TSLA)	0.1	$2.5M	+4%	5.9k	420.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.4M	+20%	12k	197.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.4M	-3%	7.0k	343.90	View chart
Cloudflare Cl A Com (NET)	0.1	$2.4M	-2%	9.6k	245.28	View chart
UnitedHealth (UNH)	0.1	$2.3M	-25%	5.5k	415.63	View chart
Vanguard World Utilities Etf (VPU)	0.1	$2.2M		11k	195.73	View chart
Abbvie (ABBV)	0.1	$2.2M	+6%	8.7k	251.65	View chart
Bristol Myers Squibb (BMY)	0.1	$2.2M		38k	57.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.2M		38k	56.48	View chart
Ross Stores (ROST)	0.1	$2.1M	-2%	9.9k	212.84	View chart
Pepsi (PEP)	0.1	$2.1M	-2%	16k	135.40	View chart
Pfizer (PFE)	0.1	$2.1M		86k	24.08	View chart
Verizon Communications (VZ)	0.1	$2.1M		49k	42.34	View chart
Coca-Cola Company (KO)	0.1	$2.0M		25k	81.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.0M		4.2k	477.57	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.0M	+4%	39k	51.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.0M	+3%	63k	31.71	View chart
Boeing Company (BA)	0.1	$2.0M		9.2k	216.47	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.0M		33k	58.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.9M		25k	77.91	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.9M		3.1k	623.55	View chart
Norfolk Southern (NSC)	0.1	$1.9M		6.0k	314.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.9M	-20%	6.1k	306.31	View chart
Lauder Estee Cos Cl A (EL)	0.1	$1.9M		24k	78.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.9M	+3%	8.2k	227.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.8M	+25%	19k	96.58	View chart
Roundhill Etf Trust S&p 500 No Etf (XDIV)	0.1	$1.8M		59k	30.46	View chart
Kla Corp Com New (KLAC)	0.1	$1.8M	+900%	5.9k	301.71	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.8M		12k	146.19	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.7M		13k	132.24	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.7M	-7%	22k	75.79	View chart
Travelers Companies (TRV)	0.0	$1.7M		5.1k	330.11	View chart
Altria (MO)	0.0	$1.7M		23k	71.95	View chart
Waste Management (WM)	0.0	$1.7M		7.4k	222.89	View chart
Philip Morris International (PM)	0.0	$1.6M		9.0k	180.91	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.6M		3.2k	513.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$1.6M		17k	96.43	View chart
T Rowe Price Exchange-traded Technology Etf (TTEQ)	0.0	$1.6M	NEW	36k	44.60	View chart
Colgate-Palmolive Company (CL)	0.0	$1.6M		17k	91.68	View chart
Marriott Intl Cl A (MAR)	0.0	$1.6M		4.2k	370.59	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$1.5M	+29%	8.5k	178.60	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.5M	+5%	63k	24.14	View chart
Cummins (CMI)	0.0	$1.5M		2.1k	713.21	View chart
Micron Technology (MU)	0.0	$1.5M		1.3k	1154.51	View chart
Deere & Company (DE)	0.0	$1.5M		2.3k	634.39	View chart
Blackrock (BLK)	0.0	$1.4M		1.5k	961.32	View chart
MetLife (MET)	0.0	$1.4M	+6%	16k	84.61	View chart
Qualcomm (QCOM)	0.0	$1.3M		7.3k	184.79	View chart
AFLAC Incorporated (AFL)	0.0	$1.3M		12k	117.25	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.3M		4.5k	298.04	View chart
Canadian Natural Resources (CNQ)	0.0	$1.3M		34k	39.50	View chart
Ishares Msci World Etf (URTH)	0.0	$1.3M	+77%	6.3k	202.64	View chart
Oneok (OKE)	0.0	$1.2M		14k	86.94	View chart
Starbucks Corporation (SBUX)	0.0	$1.2M		12k	102.19	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$1.2M	NEW	23k	52.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$1.2M	+6%	13k	95.44	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$1.2M		200k	5.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$1.2M		24k	48.43	View chart
Cigna Corp (CI)	0.0	$1.2M	+14%	4.3k	275.65	View chart
At&t (T)	0.0	$1.2M		56k	20.70	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.1M	-8%	2.3k	501.36	View chart
Match Group (MTCH)	0.0	$1.1M	-53%	30k	38.05	View chart
Uber Technologies (UBER)	0.0	$1.1M	+6%	16k	72.16	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$1.1M	-30%	28k	40.29	View chart
Invesco Actively Managed Exc Msci Eafe In Etf (EFAA)	0.0	$1.1M	+13%	19k	55.76	View chart
Citigroup Com New (C)	0.0	$1.1M		7.6k	139.97	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.1M		4.3k	246.22	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.1M		2.7k	397.68	View chart
Welltower Inc Com reit (WELL)	0.0	$1.0M		4.5k	226.97	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.0M		6.5k	156.72	View chart
Insulet Corporation (PODD)	0.0	$1.0M		6.7k	152.25	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$1.0M		14k	75.28	View chart
American Tower Reit (AMT)	0.0	$1.0M		6.2k	163.57	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$1.0M		7.9k	127.51	View chart
Novo-nordisk A S Adr (NVO)	0.0	$1.0M		21k	47.94	View chart
Angi Cl A New (ANGI)	0.0	$998k		168k	5.95	View chart
Jefferies Finl Group (JEF)	0.0	$995k		20k	49.98	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$982k	-11%	13k	75.68	View chart
Automatic Data Processing (ADP)	0.0	$974k		4.3k	223.97	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$973k	-7%	18k	53.19	View chart
Marvell Technology (MRVL)	0.0	$970k	+2%	3.3k	297.93	View chart
Anthem (ELV)	0.0	$951k		2.5k	386.73	View chart
Yum! Brands (YUM)	0.0	$930k		5.8k	159.86	View chart
Honeywell International (HON)	0.0	$927k	NEW	4.1k	223.90	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$917k		11k	87.71	View chart
Honeywell Aerospace (HONA)	0.0	$916k	NEW	4.1k	221.08	View chart
Unilever Spon Adr New (UL)	0.0	$907k		15k	60.12	View chart
Emerson Electric (EMR)	0.0	$906k		6.3k	143.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$898k		31k	28.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$882k	-3%	27k	33.29	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$874k	-5%	1.7k	522.45	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$869k		10k	87.04	View chart
Adams Express Company (ADX)	0.0	$856k		34k	25.55	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.0	$855k		9.0k	95.04	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$854k	NEW	14k	59.71	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$851k	-8%	6.9k	123.44	View chart
Northrop Grumman Corporation (NOC)	0.0	$847k		1.7k	509.31	View chart
Shell Spon Ads (SHEL)	0.0	$845k		11k	77.54	View chart
3M Company (MMM)	0.0	$843k		5.2k	161.91	View chart
Aon Shs Cl A (AON)	0.0	$842k	-7%	2.5k	331.69	View chart
Howmet Aerospace (HWM)	0.0	$829k		3.1k	268.86	View chart
salesforce (CRM)	0.0	$829k	-4%	5.3k	156.66	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$828k	+6%	9.3k	88.54	View chart
Analog Devices (ADI)	0.0	$825k	+2%	2.1k	397.17	View chart
FedEx Corporation (FDX)	0.0	$814k		2.6k	313.18	View chart
Kinder Morgan (KMI)	0.0	$814k		25k	31.97	View chart
Charles Schwab Corporation (SCHW)	0.0	$813k		8.8k	92.27	View chart
Illinois Tool Works (ITW)	0.0	$809k		3.0k	270.47	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$807k		5.1k	156.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$806k		6.4k	126.58	View chart
Totalenergies Se Act (TTE)	0.0	$805k		10k	77.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$804k	NEW	20k	40.64	View chart
Halozyme Therapeutics (HALO)	0.0	$802k		10k	78.27	View chart
Spotify Technology S A SHS (SPOT)	0.0	$794k	-3%	1.7k	459.13	View chart
Diageo Spon Adr New (DEO)	0.0	$790k		9.8k	80.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$777k		13k	61.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$771k		26k	29.43	View chart
Compass Cl A (COMP)	0.0	$761k		62k	12.33	View chart
MercadoLibre (MELI)	0.0	$760k		448.00	1697.39	View chart
General American Investors (GAM)	0.0	$759k		12k	63.75	View chart
CSX Corporation (CSX)	0.0	$757k		16k	47.53	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$756k		1.8k	426.42	View chart
Dominion Resources (D)	0.0	$744k	+2%	11k	68.29	View chart
Kimberly-Clark Corporation (KMB)	0.0	$743k		6.8k	109.77	View chart
Simon Property (SPG)	0.0	$742k		3.3k	223.65	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$738k		31k	23.54	View chart
Delta Air Lines Com New (DAL)	0.0	$735k		7.9k	93.66	View chart
Phillips 66 (PSX)	0.0	$734k	-11%	4.3k	169.04	View chart
Lightspeed Commerce Sub Vtg Shs (LSPD)	0.0	$727k		69k	10.49	View chart
Autodesk (ADSK)	0.0	$709k	-6%	3.6k	194.42	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$705k		7.0k	100.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$701k	+8%	18k	38.79	View chart
Eaton Corp SHS (ETN)	0.0	$700k		1.6k	426.12	View chart
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)	0.0	$695k		13k	53.35	View chart
Central Securities (CET)	0.0	$693k		13k	52.45	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$692k	-26%	68k	10.15	View chart
Stubhub Hldgs Cl A (STUB)	0.0	$689k	-32%	54k	12.87	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$688k		7.4k	93.38	View chart
Edwards Lifesciences (EW)	0.0	$680k		7.5k	90.46	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$679k		7.9k	85.66	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$669k	+27%	336.00	1989.44	View chart
Mongodb Cl A (MDB)	0.0	$667k	+25%	2.0k	335.90	View chart
Capital One Financial (COF)	0.0	$664k	+2%	3.3k	200.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$649k		1.6k	393.85	View chart
ConocoPhillips (COP)	0.0	$648k		6.2k	103.96	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$643k		2.4k	273.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$642k		7.8k	82.65	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$637k		11k	57.84	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$636k		4.5k	142.39	View chart
Becton, Dickinson and (BDX)	0.0	$628k		4.2k	151.33	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.0	$627k	+29%	6.5k	96.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$623k	+3%	12k	50.23	View chart
Tidal Trust I Sofi Select 500 (SFY)	0.0	$620k		4.2k	148.87	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.0	$618k	+15%	5.9k	103.99	View chart
M&T Bank Corporation (MTB)	0.0	$606k		2.5k	238.05	View chart
Take-Two Interactive Software (TTWO)	0.0	$599k		2.4k	249.98	View chart
Elevation Series Trust Polen Divid Etf (DIVZ)	0.0	$589k	+11%	16k	37.38	View chart
United Parcel Svcs CL B (UPS)	0.0	$585k		5.4k	107.51	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$582k		1.5k	396.53	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$578k	-3%	24k	23.71	View chart
Arista Networks Com Shs (ANET)	0.0	$568k	-2%	3.3k	169.88	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$564k		6.1k	91.64	View chart
Dex (DXCM)	0.0	$556k		8.3k	67.35	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$553k	+64%	6.2k	89.01	View chart
Etoro Group Shs Cl A (ETOR)	0.0	$553k	NEW	14k	39.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$549k		5.0k	110.32	View chart
Astera Labs (ALAB)	0.0	$538k	NEW	1.1k	483.02	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$536k		17k	31.10	View chart
Marathon Petroleum Corp (MPC)	0.0	$535k		2.1k	255.67	View chart
Msc Income Fund (MSIF)	0.0	$534k	+42%	46k	11.57	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$532k		2.8k	190.21	View chart
American Electric Power Company (AEP)	0.0	$524k	-2%	3.8k	136.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$517k		1.8k	290.70	View chart
Metropcs Communications (TMUS)	0.0	$516k		3.1k	167.73	View chart
New York Times Co Mtn Be Cl A (NYT)	0.0	$510k	+22%	7.3k	69.98	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$510k		4.6k	111.30	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$492k	-2%	41k	11.89	View chart
Constellation Energy (CEG)	0.0	$489k	+4%	2.0k	248.37	View chart
Qxo Com New (QXO)	0.0	$489k	+27%	28k	17.28	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$487k		45k	10.87	View chart
AutoZone (AZO)	0.0	$483k		151.00	3195.94	View chart
Metropolitan Bank Holding Corp (MCB)	0.0	$481k		4.9k	98.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$479k		5.8k	82.34	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$478k	+100%	8.5k	56.16	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$475k		5.7k	82.87	View chart
Fidelis Insurance Holdings L	0.0	$474k		20k	24.35	View chart
Astrazeneca Ord (AZN)	0.0	$461k		2.4k	189.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$454k		1.5k	302.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$450k		4.5k	98.98	View chart
Boulder Growth & Income Fund (STEW)	0.0	$445k		25k	17.90	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$445k	+4%	2.8k	158.66	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$445k		4.0k	110.34	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$443k		5.3k	83.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$441k		2.3k	188.10	View chart
Targa Res Corp (TRGP)	0.0	$439k		1.6k	268.14	View chart
Abbott Laboratories (ABT)	0.0	$433k	-3%	4.8k	90.74	View chart
Vanguard World Health Car Etf (VHT)	0.0	$433k		1.4k	299.09	View chart
Expedia Group Com New (EXPE)	0.0	$433k		1.7k	255.88	View chart
Carrier Global Corporation (CARR)	0.0	$431k		5.9k	73.35	View chart
Eaton Vance Tax-Advantaged Global Divide (ETO)	0.0	$430k		14k	30.87	View chart
Tri-Continental Corporation (TY)	0.0	$429k	+5%	13k	34.42	View chart
Hershey Company (HSY)	0.0	$424k		2.4k	175.48	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.0	$424k		680.00	623.25	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$423k		5.1k	82.83	View chart
Williams Companies (WMB)	0.0	$420k		5.6k	74.34	View chart
Public Service Enterprise (PEG)	0.0	$419k		5.2k	81.16	View chart
Hamilton Insurance Group CL B (HG)	0.0	$418k	-10%	12k	33.94	View chart
Kkr & Co (KKR)	0.0	$417k		4.5k	91.79	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$416k		3.5k	117.27	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$413k		2.5k	164.57	View chart
Dropbox Cl A (DBX)	0.0	$412k		15k	27.47	View chart
Stryker Corporation (SYK)	0.0	$401k		1.3k	314.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$397k	+7%	1.8k	219.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$391k		2.7k	146.44	View chart
Corteva (CTVA)	0.0	$390k	+2%	4.6k	84.69	View chart
Ameriprise Financial (AMP)	0.0	$389k		848.00	458.76	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$389k		5.6k	69.50	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$389k		3.7k	104.94	View chart
Fastenal Company (FAST)	0.0	$377k		7.8k	48.03	View chart
Sherwin-Williams Company (SHW)	0.0	$376k		1.1k	344.32	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$372k	-6%	8.2k	45.34	View chart
GSK Sponsored Adr (GSK)	0.0	$369k	+28%	7.0k	52.42	View chart
IDEXX Laboratories (IDXX)	0.0	$368k		698.00	526.44	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$367k		7.3k	50.42	View chart
S&p Global (SPGI)	0.0	$364k	+2%	893.00	407.26	View chart
O'reilly Automotive (ORLY)	0.0	$362k	-13%	3.9k	92.09	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$361k		2.8k	130.38	View chart
Marsh & McLennan Companies (MRSH)	0.0	$361k	+3%	2.2k	166.67	View chart
First Solar (FSLR)	0.0	$355k		1.5k	235.96	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$355k	-8%	1.8k	200.07	View chart
CVS Caremark Corporation (CVS)	0.0	$354k	+22%	3.4k	103.45	View chart
Danaher Corporation (DHR)	0.0	$354k	+8%	1.9k	190.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$351k		1.6k	221.17	View chart
Allstate Corporation (ALL)	0.0	$351k		1.5k	237.87	View chart
Evercore Class A (EVR)	0.0	$350k		1.0k	341.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$350k	+2%	4.6k	75.51	View chart
Biogen Idec (BIIB)	0.0	$349k		1.6k	216.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$346k		9.6k	36.13	View chart
Qnity Electronics Common Stock (Q)	0.0	$334k		2.0k	163.31	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$330k		2.7k	120.22	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.0	$324k		7.8k	41.62	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$321k	+5%	12k	26.66	View chart
Southern Company (SO)	0.0	$320k		3.3k	95.71	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$319k	+98%	6.0k	53.47	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$318k	+2%	7.5k	42.59	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.0	$315k		7.9k	40.14	View chart
Kenvue (KVUE)	0.0	$315k	NEW	17k	19.11	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$314k		3.0k	105.44	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$312k		4.5k	68.68	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$306k		2.2k	136.57	View chart
Trane Technologies SHS (TT)	0.0	$305k		620.00	491.16	View chart
Nxp Semiconductors N V (NXPI)	0.0	$303k	-5%	1.1k	281.03	View chart
Pearson Sponsored Adr (PSO)	0.0	$302k	NEW	19k	15.89	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.0	$300k	+5%	4.8k	62.21	View chart
Penguin Solutions (PENG)	0.0	$300k	NEW	3.9k	76.01	View chart
Hilton Worldwide Holdings (HLT)	0.0	$300k		907.00	330.48	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$299k	NEW	3.9k	76.17	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$298k	+4%	27k	10.90	View chart
Cme (CME)	0.0	$297k	+11%	1.3k	220.83	View chart
RPM International (RPM)	0.0	$296k		2.7k	111.15	View chart
Cars (CARS)	0.0	$293k		27k	10.94	View chart
Schmid Group Euro Shs Cl A (SHMD)	0.0	$291k	+257%	47k	6.26	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$290k		3.2k	90.09	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$290k		1.1k	264.72	View chart
Garmin SHS (GRMN)	0.0	$289k		1.2k	237.53	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$286k	NEW	447.00	640.37	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$286k		2.5k	114.49	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$286k	+13%	575.00	496.73	View chart
Truist Financial Corp equities (TFC)	0.0	$285k		5.7k	49.82	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$282k		3.5k	80.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$279k		10k	27.70	View chart
Chart Industries (GTLS)	0.0	$278k		1.3k	208.94	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$276k		5.6k	49.39	View chart
Progressive Corporation (PGR)	0.0	$270k	+3%	1.2k	218.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$269k		8.8k	30.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$269k	-15%	3.3k	82.11	View chart
Cheniere Energy Com New (LNG)	0.0	$269k		1.1k	239.01	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.0	$269k		10k	26.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$268k		2.2k	124.44	View chart
Cognex Corporation (CGNX)	0.0	$268k	NEW	3.7k	72.42	View chart
Sap Se Spon Adr (SAP)	0.0	$267k		1.7k	154.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$266k		1.7k	154.30	View chart
Target Corporation (TGT)	0.0	$266k	-15%	2.0k	130.59	View chart
Uranium Energy (UEC)	0.0	$264k		25k	10.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$263k		4.0k	65.73	View chart
RBB Motley Fol Etf (TMFC)	0.0	$259k		3.4k	76.16	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$256k	+3%	9.4k	27.19	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$256k		4.1k	61.76	View chart
Mettler-Toledo International (MTD)	0.0	$256k		200.00	1277.51	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$254k	NEW	2.2k	114.18	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$253k		9.8k	25.95	View chart
Suncor Energy (SU)	0.0	$253k		4.7k	53.68	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.0	$253k	-6%	2.8k	89.65	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$251k		3.3k	75.30	View chart
Clorox Company (CLX)	0.0	$251k	NEW	2.6k	95.44	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$250k		6.8k	36.87	View chart
Cerus Corporation (CERS)	0.0	$248k		85k	2.92	View chart
Cameco Corporation (CCJ)	0.0	$247k		2.4k	101.86	View chart
Servicenow (NOW)	0.0	$243k	+12%	2.4k	99.27	View chart
Prologis (PLD)	0.0	$242k		1.8k	135.44	View chart
Pimco Municipal Income Fund II (PML)	0.0	$242k		32k	7.61	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$241k	-10%	211.00	1141.42	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$240k	-6%	6.9k	34.81	View chart
Berkshire Hills Ban (BBT)	0.0	$239k		7.8k	30.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$237k		7.0k	33.84	View chart
Paypal Holdings (PYPL)	0.0	$235k	-4%	5.4k	43.18	View chart
Quanta Services (PWR)	0.0	$234k	NEW	325.00	720.04	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$234k	NEW	4.2k	55.77	View chart
Fortinet (FTNT)	0.0	$230k	NEW	1.5k	153.62	View chart
Amphenol Corp Cl A (APH)	0.0	$230k	NEW	1.3k	176.32	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$229k		2.8k	83.06	View chart
United Rentals (URI)	0.0	$225k	NEW	199.00	1132.89	View chart
Manulife Finl Corp (MFC)	0.0	$225k	NEW	5.6k	40.51	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$225k	NEW	29k	7.88	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.0	$225k		5.1k	43.86	View chart
Middleby Corporation (MIDD)	0.0	$224k	NEW	1.3k	172.01	View chart
Duolingo Cl A Com (DUOL)	0.0	$224k	NEW	1.9k	115.02	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$224k	NEW	3.5k	63.85	View chart
Golub Capital BDC (GBDC)	0.0	$223k		17k	12.88	View chart
Editas Medicine (EDIT)	0.0	$221k		68k	3.24	View chart
Immunitybio (IBRX)	0.0	$219k		25k	8.76	View chart
Gilead Sciences (GILD)	0.0	$218k		1.7k	126.34	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$218k	NEW	3.6k	61.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$217k	NEW	1.7k	124.42	View chart
Nucor Corporation (NUE)	0.0	$216k	NEW	967.00	222.84	View chart
Adeia (ADEA)	0.0	$215k	NEW	6.5k	32.93	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$214k	NEW	2.8k	75.64	View chart
Lowe's Companies (LOW)	0.0	$212k	+4%	961.00	220.49	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$211k	NEW	2.6k	82.33	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$211k	-3%	2.8k	75.45	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$210k		4.6k	45.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$208k	+400%	7.6k	27.41	View chart
Jabil Circuit (JBL)	0.0	$207k	NEW	536.00	385.48	View chart
Waters Corporation (WAT)	0.0	$206k	NEW	550.00	375.04	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$206k	NEW	1.3k	163.45	View chart
Equifax (EFX)	0.0	$206k	+3%	1.3k	158.72	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$205k	NEW	3.0k	67.79	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$204k	NEW	3.0k	68.11	View chart
Carlisle Companies (CSL)	0.0	$202k	NEW	556.00	362.75	View chart
Wabtec Corporation (WAB)	0.0	$202k	NEW	748.00	269.60	View chart
Ready Cap Corp Com reit (RC)	0.0	$183k		104k	1.75	View chart
Ford Motor Company (F)	0.0	$175k		13k	13.90	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$162k	NEW	15k	10.57	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.0	$157k	+5%	11k	14.73	View chart
Satellogic Com Cl A (SATL)	0.0	$151k		26k	5.72	View chart
Cnh Indl N V SHS (CNH)	0.0	$142k		13k	11.23	View chart
Genius Sports Shares Cl A (GENI)	0.0	$121k		20k	6.06	View chart
Saba Capital Income & Opport Com New (SABA)	0.0	$96k		12k	8.35	View chart
Apyx Medical Corporation (APYX)	0.0	$92k		21k	4.49	View chart
New Mountain Finance Corp (NMFC)	0.0	$76k		11k	7.17	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.0	$59k		10k	5.88	View chart
Compugen Ord (CGEN)	0.0	$26k		12k	2.14	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$22k		33k	0.68	View chart
Mercer International (MERC)	0.0	$6.6k		10k	0.66	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 Q2 filed Aug. 4, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z