Joel Isaacson & Co., LLC Q4 2024 Filing
Filed January 28, 2025
Portfolio Value
$2.2B
Holdings
377
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (377 positions)
| Stock | Value |
|---|---|
WINNHARBOR ETF TRUST | $665K |
MCXMCCORMICK & CO INC | $645K |
BHFBRIGHTHOUSE FINL INC | $643K |
IWVISHARES TR | $632K |
XLGINVESCO EXCHANGE TRADED FD T | $629K |
CTVINNOVID CORP | $620K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $617K |
DDOMINION ENERGY INC | $616K |
BABOEING CO | $609K |
WMWASTE MGMT INC DEL | $599K |
CZRCAESARS ENTERTAINMENT INC NE | $568K |
DEDEERE & CO | $566K |
DUOLDUOLINGO INC | $562K |
EWEDWARDS LIFESCIENCES CORP | $556K |
ARESARES MANAGEMENT CORPORATION | $554K |
WELLWELLTOWER INC | $554K |
SCHWSCHWAB CHARLES CORP | $546K |
VCRVANGUARD WORLD FD | $544K |
COFCAPITAL ONE FINL CORP | $539K |
ROBOEXCHANGE TRADED CONCEPTS TRU | $535K |
BILSPDR SER TR | $529K |
EFTEATON VANCE FLTING RATE INC | $528K |
GEVGE VERNOVA INC | $527K |
DFSVDIMENSIONAL ETF TRUST | $521K |
DFASDIMENSIONAL ETF TRUST | $518K |
ETHAISHARES ETHEREUM TR | $518K |
SYKSTRYKER CORPORATION | $508K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $501K |
ABNBAIRBNB INC | $495K |
MGCVANGUARD WORLD FD | $493K |
DSIISHARES TR | $492K |
HALOHALOZYME THERAPEUTICS INC | $490K |
BNDVANGUARD BD INDEX FDS | $488K |
SFYTIDAL ETF TR | $484K |
IWOISHARES TR | $480K |
JNKSPDR SER TR | $477K |
LMTLOCKHEED MARTIN CORP | $471K |
CARSCARS COM INC | $463K |
ELVELEVANCE HEALTH INC | $459K |
NVSNNOVARTIS AG | $455K |
ABTABBOTT LABS | $453K |
DYHTARGET CORP | $453K |
DBXDROPBOX INC | $451K |
BNYBLACKROCK N Y MUN INCOME TRU | $449K |
PBEINVESCO EXCHANGE TRADED FD T | $448K |
AQLTISHARES TR | $445K |
ADIANALOG DEVICES INC | $437K |
IWYISHARES TR | $432K |
MDBMONGODB INC | $427K |
SIXGETF SER SOLUTIONS | $426K |
IBKRINTERACTIVE BROKERS GROUP IN | $424K |
IXUSISHARES TR | $424K |
CSXCSX CORP | $421K |
MMM3M CO | $420K |
IWRISHARES TR | $417K |
NOBLPROSHARES TR | $414K |
SPGIS&P GLOBAL INC | $410K |
ADBEADOBE INC | $406K |
HSYHERSHEY CO | $396K |
KLACKLA CORP | $393K |
DHRDANAHER CORPORATION | $390K |
DUKDUKE ENERGY CORP NEW | $388K |
PSXPHILLIPS 66 | $376K |
BTCGRAYSCALE BITCOIN MINI TR ET | $374K |
IBBISHARES TR | $369K |
BUGGLOBAL X FDS | $367K |
ABALLIANCEBERNSTEIN HLDG L P | $367K |
SCHXSCHWAB STRATEGIC TR | $365K |
DALDELTA AIR LINES INC DEL | $362K |
COMPCOMPASS INC | $361K |
IDXXIDEXX LABS INC | $361K |
ETOEATON VANCE TAX-ADVANTAGED G | $356K |
AEPAMERICAN ELEC PWR CO INC | $356K |
VHTVANGUARD WORLD FD | $353K |
NGGNATIONAL GRID PLC | $350K |
VPUVANGUARD WORLD FD | $349K |
DLSWISDOMTREE TR | $349K |
RCREADY CAPITAL CORP | $347K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $341K |
MTBM & T BK CORP | $336K |
VGKVANGUARD INTL EQUITY INDEX F | $335K |
KIMKIMCO RLTY CORP | $333K |
QLTY2023 ETF SERIES TRUST II | $330K |
IUSVISHARES TR | $329K |
BILLBILL HOLDINGS INC | $329K |
RPMRPM INTL INC | $327K |
BNBROOKFIELD CORP | $323K |
AMDADVANCED MICRO DEVICES INC | $321K |
SCHGSCHWAB STRATEGIC TR | $320K |
PFFISHARES TR | $317K |
GBDCGOLUB CAP BDC INC | $315K |
SHELSHELL PLC | $315K |
IWSISHARES TR | $313K |
GISGENERAL MLS INC | $311K |
ORLYOREILLY AUTOMOTIVE INC | $311K |
NYTNEW YORK TIMES CO | $310K |
AZNASTRAZENECA PLC | $308K |
SHWSHERWIN WILLIAMS CO | $305K |
IWPISHARES TR | $303K |
MRSHMARSH & MCLENNAN COS INC | $302K |