Joel Isaacson & Co., LLC Q3 2023 Filing

Filed October 24, 2023

Portfolio Value

$1.5T

Holdings

306

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (306 positions)

StockValue
NETCLOUDFLARE INC
$427K
DHRDANAHER CORPORATION
$425K
PSXPHILLIPS 66
$425K
NOBLPROSHARES TR
$420K
KMIKINDER MORGAN INC DEL
$414K
XLGINVESCO EXCHANGE TRADED FD T
$413K
BF/BBROWN FORMAN CORP
$411K
WMWASTE MGMT INC DEL
$411K
CSXCSX CORP
$402K
PYPLPAYPAL HLDGS INC
$401K
ABNBAIRBNB INC
$401K
PLTRPALANTIR TECHNOLOGIES INC
$400K
HALOHALOZYME THERAPEUTICS INC
$400K
ARVNARVINAS INC
$393K
ACNACCENTURE PLC IRELAND
$391K
MAMASTERCARD INCORPORATED
$387K
VCRVANGUARD WORLD FDS
$386K
PBEINVESCO EXCHANGE TRADED FD T
$384K
AZNASTRAZENECA PLC
$380K
SPGSIMON PPTY GROUP INC NEW
$367K
DSIISHARES TR
$363K
WELLWELLTOWER INC
$360K
AINTTIDAL ETF TR
$357K
BTTBLACKROCK MUN TARGET TERM TR
$351K
SCHXSCHWAB STRATEGIC TR
$349K
NGGNATIONAL GRID PLC
$348K
MGCVANGUARD WORLD FD
$347K
IBBISHARES TR
$347K
HSYHERSHEY CO
$344K
CHTRCHARTER COMMUNICATIONS INC N
$344K
SYKSTRYKER CORPORATION
$344K
AQLTISHARES TR
$343K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$338K
KLACKLA CORP
$337K
VGKVANGUARD INTL EQUITY INDEX F
$334K
OWLBLUE OWL CAPITAL INC
$333K
IWOISHARES TR
$332K
OXYOCCIDENTAL PETE CORP
$326K
AMATAPPLIED MATLS INC
$323K
DFASDIMENSIONAL ETF TRUST
$320K
DLSWISDOMTREE TR
$319K
ARESARES MANAGEMENT CORPORATION
$312K
WPCWP CAREY INC
$311K
DFSVDIMENSIONAL ETF TRUST
$303K
ETOEATON VANCE TAX-ADVANTAGED G
$295K
CVSCVS HEALTH CORP
$291K
MMM3M CO
$290K
FTCHQFARFETCH LTD
$286K
CRMSALESFORCE INC
$285K
VMEO*VIMEO INC
$284K
BAC 7.25 PERP LBANK AMERICA CORP
$283K
NSCNORFOLK SOUTHN CORP
$283K
VMBSVANGUARD SCOTTSDALE FDS
$282K
GISGENERAL MLS INC
$281K
FIPFTAI INFRASTRUCTURE INC
$280K
SIXGETF SER SOLUTIONS
$280K
SCHWSCHWAB CHARLES CORP
$272K
AEPAMERICAN ELEC PWR CO INC
$270K
AGGISHARES TR
$270K
ABALLIANCEBERNSTEIN HLDG L P
$270K
YUMYUM BRANDS INC
$268K
QCLNFIRST TR EXCHANGE-TRADED FD
$266K
AOSSMITH A O CORP
$265K
VPUVANGUARD WORLD FDS
$259K
MRSHMARSH & MCLENNAN COS INC
$259K
RPMRPM INTL INC
$252K
SRESEMPRA
$251K
MTDMETTLER TOLEDO INTERNATIONAL
$249K
KIMKIMCO RLTY CORP
$245K
NYTNEW YORK TIMES CO
$245K
DFUVDIMENSIONAL ETF TRUST
$245K
IDEVISHARES TR
$240K
CPTCAMDEN PPTY TR
$236K
SPOTSPOTIFY TECHNOLOGY S A
$236K
IWRISHARES TR
$234K
ORLYOREILLY AUTOMOTIVE INC
$233K
ADIANALOG DEVICES INC
$231K
OBDCBLUE OWL CAPITAL CORPORATION
$230K
PBDINVESCO EXCH TRADED FD TR II
$229K
GHCGRAHAM HLDGS CO
$225K
MTBM & T BK CORP
$224K
SHELSHELL PLC
$224K
PEGPUBLIC SVC ENTERPRISE GRP IN
$222K
ACWVISHARES INC
$220K
MCXMCCORMICK & CO INC
$219K
EZUISHARES INC
$217K
AMDADVANCED MICRO DEVICES INC
$215K
DYHTARGET CORP
$211K
TXNTEXAS INSTRS INC
$210K
NUVNUVEEN MUN VALUE FD INC
$207K
TROWPRICE T ROWE GROUP INC
$203K
PVHPVH CORPORATION
$202K
COMPCOMPASS INC
$179K
BKCCUSDBLACKROCK CAP INVT CORP
$162K
DBLDOUBLELINE OPPORTUNISTIC CR
$153K
MYNBLACKROCK MUNIYIELD N Y QUAL
$149K
TEADOUTBRAIN INC
$146K
SIRIEURSIRIUS XM HOLDINGS INC
$124K
NYCBEURNEW YORK CMNTY BANCORP INC
$121K
CERSCERUS CORP
$102K
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