$1.46 Billion is the total value of Joel Isaacson & Co., LLC's 306 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | Buy | SPDR SER TRs&p divid etf | $272,661,402 | -4.7% | 2,370,763 | +1.5% | 18.66% | -2.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $161,311,008 | -2.0% | 1,038,171 | +2.4% | 11.04% | +0.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $84,919,915 | -1.9% | 821,912 | +0.7% | 5.81% | +0.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $70,334,290 | +0.3% | 331,125 | +4.0% | 4.81% | +2.5% |
| AAPL | Sell | APPLE INC | $66,588,725 | -14.7% | 388,930 | -3.4% | 4.56% | -12.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $66,486,726 | -4.0% | 319,279 | +1.5% | 4.55% | -1.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $60,759,199 | +9.2% | 460,821 | +0.2% | 4.16% | +11.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $59,654,363 | +9.5% | 455,864 | +0.2% | 4.08% | +11.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $44,898,186 | -1.6% | 105,030 | +2.0% | 3.07% | +0.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $33,806,402 | -1.8% | 467,973 | +1.9% | 2.31% | +0.4% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $26,511,436 | +3.2% | 580,246 | +4.8% | 1.81% | +5.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $25,002,324 | +8.3% | 132,238 | +13.9% | 1.71% | +10.7% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $22,347,401 | +7.0% | 90,534 | +10.1% | 1.53% | +9.4% |
| MSFT | Buy | MICROSOFT CORP | $21,045,314 | -4.7% | 66,652 | +2.8% | 1.44% | -2.6% |
| EVT | Buy | EATON VANCE TAX ADVT DIV INC | $16,781,894 | -5.2% | 792,346 | +1.9% | 1.15% | -3.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $15,582,845 | -4.7% | 95,058 | +1.0% | 1.07% | -2.6% |
| AMZN | Buy | AMAZON COM INC | $13,582,144 | +15.1% | 106,845 | +18.0% | 0.93% | +17.6% |
| FB | Buy | META PLATFORMS INCcl a | $13,552,680 | +5.3% | 45,144 | +0.7% | 0.93% | +7.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $12,822,286 | -1.1% | 136,538 | +2.6% | 0.88% | +1.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $12,349,208 | +11.2% | 45,350 | +15.6% | 0.84% | +13.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $10,589,110 | -8.8% | 67,988 | -3.1% | 0.72% | -6.9% |
| WMG | Sell | WARNER MUSIC GROUP CORP | $10,519,000 | +17.3% | 335,000 | -2.5% | 0.72% | +20.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $9,500,538 | -2.3% | 65,135 | +1.6% | 0.65% | -0.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,430,670 | +3.0% | 24,067 | +0.2% | 0.58% | +5.3% |
| VOO | Buy | VANGUARD INDEX FDS | $7,234,397 | +5.1% | 18,422 | +9.0% | 0.50% | +7.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $7,064,249 | +7.9% | 159,320 | +1.1% | 0.48% | +10.3% |
| Buy | APOLLO GLOBAL MGMT INC | $6,835,314 | +18.9% | 76,151 | +1.8% | 0.47% | +21.6% | |
| JPM | Buy | JPMORGAN CHASE & CO | $6,183,460 | +0.4% | 42,639 | +0.6% | 0.42% | +2.7% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $6,105,741 | +71.4% | 114,083 | +79.6% | 0.42% | +75.6% |
| PNC | PNC FINL SVCS GROUP INC | $6,013,630 | -2.5% | 48,983 | 0.0% | 0.41% | -0.5% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,948,315 | +1.9% | 16,603 | +5.1% | 0.41% | +4.1% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $5,839,531 | -41.0% | 40,398 | -19.8% | 0.40% | -39.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,474,307 | -4.6% | 105,539 | +0.1% | 0.38% | -2.3% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $5,282,924 | -1.4% | 77,191 | +2.0% | 0.36% | +0.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $5,003,724 | +2.3% | 31,373 | +6.1% | 0.34% | +4.6% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,895,410 | +6.1% | 52,537 | +10.4% | 0.34% | +8.4% |
| XOM | Buy | EXXON MOBIL CORP | $4,849,496 | +14.0% | 41,244 | +3.9% | 0.33% | +16.5% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $4,397,646 | -3.4% | 132,579 | -1.9% | 0.30% | -1.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,335,137 | -3.4% | 10,095 | +0.3% | 0.30% | -1.0% |
| MTCH | MATCH GROUP INC NEW | $4,251,859 | -6.4% | 108,535 | 0.0% | 0.29% | -4.3% | |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $4,189,645 | -1.8% | 18,465 | +1.9% | 0.29% | +0.7% |
| HD | Buy | HOME DEPOT INC | $3,800,318 | -2.1% | 12,577 | +0.7% | 0.26% | 0.0% |
| MS | Buy | MORGAN STANLEY | $3,627,966 | -4.3% | 44,422 | +0.1% | 0.25% | -2.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $3,420,546 | -6.1% | 8,244 | +0.1% | 0.23% | -4.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $3,301,385 | -6.7% | 15,414 | +0.1% | 0.23% | -4.6% |
| FTAI AVIATION LTD | $3,091,855 | +12.3% | 86,972 | 0.0% | 0.21% | +15.2% | ||
| GS | Sell | GOLDMAN SACHS GROUP INC | $3,074,058 | -4.6% | 9,500 | -4.9% | 0.21% | -2.8% |
| IAC | IAC INC | $3,013,977 | -19.8% | 59,813 | 0.0% | 0.21% | -17.9% | |
| BAC | Buy | BANK AMERICA CORP | $2,926,269 | -3.6% | 106,876 | +1.0% | 0.20% | -1.5% |
| CVX | Buy | CHEVRON CORP NEW | $2,853,777 | +7.2% | 16,924 | +0.0% | 0.20% | +9.6% |
| MCD | Buy | MCDONALDS CORP | $2,753,467 | -11.7% | 10,452 | +0.0% | 0.19% | -10.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,712,945 | +15.0% | 5,381 | +9.6% | 0.19% | +17.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $2,710,095 | +4.2% | 99,017 | +0.3% | 0.18% | +6.3% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $2,687,787 | +15.9% | 3,266 | +1.2% | 0.18% | +18.7% |
| LLY | Buy | ELI LILLY & CO | $2,671,258 | +17.5% | 4,973 | +2.6% | 0.18% | +20.4% |
| DVY | Buy | ISHARES TRselect divid etf | $2,654,256 | -3.4% | 24,659 | +1.7% | 0.18% | -1.1% |
| DIBS | 1STDIBS COM INC | $2,658,754 | -2.7% | 730,427 | 0.0% | 0.18% | -0.5% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,505,922 | +6.2% | 10,050 | +11.4% | 0.17% | +8.2% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,434,101 | +0.3% | 5,330 | +5.2% | 0.17% | +3.1% |
| ARCC | Sell | ARES CAPITAL CORP | $2,405,971 | +3.0% | 123,573 | -0.6% | 0.16% | +5.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,394,188 | +0.1% | 25,419 | +4.0% | 0.16% | +2.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $2,366,634 | -7.9% | 23,008 | -6.8% | 0.16% | -5.8% |
| PEP | Buy | PEPSICO INC | $2,355,546 | -8.5% | 13,902 | +0.1% | 0.16% | -6.4% |
| MRK | Buy | MERCK & CO INC | $2,262,099 | -7.9% | 21,973 | +3.2% | 0.16% | -5.5% |
| GLD | Buy | SPDR GOLD TR | $2,223,707 | -0.8% | 12,970 | +3.1% | 0.15% | +1.3% |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,207,920 | +0.1% | 44,000 | 0.0% | 0.15% | +2.0% | |
| DIS | Buy | DISNEY WALT CO | $2,171,022 | -4.9% | 26,786 | +4.7% | 0.15% | -2.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,109,978 | -3.1% | 11,938 | +2.7% | 0.14% | -1.4% |
| NVDA | Buy | NVIDIA CORPORATION | $2,081,135 | +11.9% | 4,784 | +8.8% | 0.14% | +14.5% |
| NFLX | Buy | NETFLIX INC | $2,027,334 | -13.5% | 5,369 | +0.9% | 0.14% | -11.5% |
| MUB | Buy | ISHARES TRnational mun etf | $1,988,430 | -3.3% | 19,392 | +0.6% | 0.14% | -1.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,945,412 | +4.5% | 7,314 | +8.1% | 0.13% | +6.4% |
| ED | Sell | CONSOLIDATED EDISON INC | $1,937,361 | -8.6% | 22,651 | -3.4% | 0.13% | -6.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,876,833 | +4.5% | 13,377 | -0.3% | 0.13% | +6.7% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,849,356 | +16.6% | 20,336 | +107.5% | 0.13% | +19.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,843,904 | +8.5% | 3,264 | +3.4% | 0.13% | +10.5% |
| EBAY | Sell | EBAY INC. | $1,847,106 | -1.5% | 41,894 | -0.2% | 0.13% | 0.0% |
| BX | Buy | BLACKSTONE INC | $1,760,181 | +16.1% | 16,429 | +0.7% | 0.12% | +18.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,759,607 | -0.4% | 44,876 | +3.4% | 0.12% | +1.7% |
| PFE | Buy | PFIZER INC | $1,661,349 | -8.3% | 50,086 | +1.5% | 0.11% | -5.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,662,029 | -2.3% | 10,947 | +1.6% | 0.11% | 0.0% |
| CI | THE CIGNA GROUP | $1,610,860 | +1.9% | 5,631 | 0.0% | 0.11% | +3.8% | |
| LC | Buy | LENDINGCLUB CORP | $1,606,569 | -14.9% | 263,372 | +36.0% | 0.11% | -12.7% |
| ROST | ROSS STORES INC | $1,575,150 | +0.7% | 13,946 | 0.0% | 0.11% | +2.9% | |
| V | Sell | VISA INC | $1,547,507 | -5.9% | 6,728 | -2.8% | 0.11% | -3.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,531,366 | +15.3% | 16,942 | +3.5% | 0.10% | +18.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,527,216 | -1.9% | 14,556 | +1.7% | 0.10% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,525,282 | -2.6% | 47,062 | +11.7% | 0.10% | -1.0% |
| LIGHTSPEED COMMERCE INC | $1,501,378 | -17.1% | 107,012 | 0.0% | 0.10% | -14.9% | ||
| NEE | Buy | NEXTERA ENERGY INC | $1,487,879 | -21.1% | 25,971 | +2.1% | 0.10% | -19.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,477,469 | +2.6% | 22,533 | +1.8% | 0.10% | +5.2% |
| INTC | Sell | INTEL CORP | $1,404,189 | +5.5% | 39,499 | -0.8% | 0.10% | +7.9% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,323,809 | -0.0% | 5,635 | +3.8% | 0.09% | +2.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,320,966 | -2.6% | 14,004 | +2.9% | 0.09% | -1.1% |
| ORCL | Sell | ORACLE CORP | $1,320,187 | -12.7% | 12,464 | -1.9% | 0.09% | -10.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,266,976 | -9.1% | 21,829 | +0.1% | 0.09% | -6.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,251,034 | +10.8% | 5,200 | +1.3% | 0.09% | +13.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,227,496 | -0.3% | 16,330 | +0.2% | 0.08% | +2.4% |
| AMGN | AMGEN INC | $1,233,871 | +21.1% | 4,591 | 0.0% | 0.08% | +23.5% | |
| WMT | Buy | WALMART INC | $1,230,750 | +5.2% | 7,696 | +3.4% | 0.08% | +7.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,228,033 | -2.3% | 3,666 | +0.2% | 0.08% | 0.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $1,212,454 | +145.8% | 28,428 | +156.6% | 0.08% | +151.5% |
| KO | Buy | COCA COLA CO | $1,183,815 | -5.6% | 21,147 | +1.5% | 0.08% | -3.6% |
| ACVA | Sell | ACV AUCTIONS INC | $1,188,412 | -26.6% | 78,288 | -16.5% | 0.08% | -25.0% |
| BLK | Buy | BLACKROCK INC | $1,172,733 | +337.3% | 1,814 | +367.5% | 0.08% | +344.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,151,453 | -1.3% | 23,248 | +2.7% | 0.08% | +1.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,161,146 | -10.3% | 7,783 | +4.7% | 0.08% | -9.2% |
| WFC | Buy | WELLS FARGO CO NEW | $1,144,796 | -2.8% | 28,018 | +1.5% | 0.08% | -1.3% |
| CSCO | Buy | CISCO SYS INC | $1,092,373 | +4.0% | 20,319 | +0.0% | 0.08% | +7.1% |
| AACU | ARES ACQUISITION CORPORATIONunit 99/99/9999 | $1,084,000 | +1.3% | 100,000 | 0.0% | 0.07% | +2.8% | |
| TSLA | Buy | TESLA INC | $1,070,691 | +3.7% | 4,279 | +8.5% | 0.07% | +5.8% |
| BDX | Sell | BECTON DICKINSON & CO | $1,068,246 | -3.5% | 4,132 | -1.5% | 0.07% | -1.4% |
| PTON | PELOTON INTERACTIVE INC | $1,024,569 | -34.3% | 202,885 | 0.0% | 0.07% | -32.7% | |
| CNQ | CANADIAN NAT RES LTD | $1,021,786 | +14.9% | 15,800 | 0.0% | 0.07% | +18.6% | |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $1,011,133 | +54.2% | 16,338 | +57.5% | 0.07% | +56.8% |
| UNP | Buy | UNION PAC CORP | $1,009,537 | -0.4% | 4,958 | +0.1% | 0.07% | +1.5% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,014,092 | +9.4% | 23,195 | +15.6% | 0.07% | +11.3% |
| ACRE | ARES COML REAL ESTATE CORP | $975,272 | -6.2% | 102,444 | 0.0% | 0.07% | -4.3% | |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $980,852 | -3.1% | 32,286 | +0.3% | 0.07% | -1.5% |
| DEO | DIAGEO PLCspon adr new | $960,994 | -14.0% | 6,442 | 0.0% | 0.07% | -12.0% | |
| ABBV | Buy | ABBVIE INC | $964,418 | +10.7% | 6,470 | +0.0% | 0.07% | +13.8% |
| OKE | Buy | ONEOK INC NEW | $943,712 | +126.5% | 14,878 | +120.4% | 0.06% | +132.1% |
| CL | COLGATE PALMOLIVE CO | $922,439 | -7.7% | 12,972 | 0.0% | 0.06% | -6.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $922,672 | +11.1% | 9,854 | +0.1% | 0.06% | +12.5% |
| HON | HONEYWELL INTL INC | $904,672 | -11.0% | 4,897 | 0.0% | 0.06% | -8.8% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $911,754 | -26.6% | 12,051 | -18.9% | 0.06% | -25.3% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $911,801 | -7.1% | 6,289 | -2.5% | 0.06% | -6.1% |
| BLACKSTONE SECD LENDING FD | $889,200 | 0.0% | 32,500 | 0.0% | 0.06% | +1.7% | ||
| AFL | AFLAC INC | $870,345 | +10.0% | 11,340 | 0.0% | 0.06% | +13.2% | |
| T | Sell | AT&T INC | $873,486 | -23.0% | 58,155 | -18.2% | 0.06% | -21.1% |
| SBUX | Buy | STARBUCKS CORP | $863,187 | +5.9% | 9,458 | +14.9% | 0.06% | +7.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $817,971 | -4.5% | 1,616 | -1.5% | 0.06% | -1.8% |
| MDLZ | MONDELEZ INTL INCcl a | $825,326 | -4.9% | 11,892 | 0.0% | 0.06% | -3.4% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $816,603 | -13.3% | 5,239 | -0.3% | 0.06% | -11.1% |
| DXCM | DEXCOM INC | $807,978 | -27.4% | 8,660 | 0.0% | 0.06% | -25.7% | |
| MAR | MARRIOTT INTL INC NEWcl a | $773,660 | +7.0% | 3,936 | 0.0% | 0.05% | +10.4% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $781,412 | -29.3% | 4,752 | -16.6% | 0.05% | -28.4% |
| LRCX | Sell | LAM RESEARCH CORP | $757,228 | -2.8% | 1,208 | -0.3% | 0.05% | 0.0% |
| DBX | DROPBOX INCcl a | $765,653 | +2.1% | 28,118 | 0.0% | 0.05% | +4.0% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $763,818 | -4.1% | 11,164 | -1.2% | 0.05% | -1.9% |
| MO | Buy | ALTRIA GROUP INC | $750,494 | -7.1% | 17,848 | +0.1% | 0.05% | -5.6% |
| CAT | Buy | CATERPILLAR INC | $744,775 | +11.0% | 2,728 | +0.0% | 0.05% | +13.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $735,504 | +3.8% | 3,776 | +9.7% | 0.05% | +6.4% |
| ISRG | INTUITIVE SURGICAL INC | $733,063 | -14.5% | 2,508 | 0.0% | 0.05% | -12.3% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $722,481 | +18.2% | 10,210 | +21.3% | 0.05% | +19.5% |
| AON | AON PLC | $719,768 | -6.1% | 2,220 | 0.0% | 0.05% | -3.9% | |
| FEDERAL RLTY INVT TR NEWsh ben int new | $714,618 | -6.3% | 7,885 | 0.0% | 0.05% | -3.9% | ||
| IJT | ISHARES TRs&p sml 600 gwt | $723,449 | -4.6% | 6,596 | 0.0% | 0.05% | -3.9% | |
| COIN | Sell | COINBASE GLOBAL INC | $695,091 | -2.2% | 9,258 | -6.8% | 0.05% | 0.0% |
| DG | DOLLAR GEN CORP NEW | $682,093 | -37.7% | 6,447 | 0.0% | 0.05% | -35.6% | |
| VMW | VMWARE INC | $677,407 | +15.9% | 4,069 | 0.0% | 0.05% | +17.9% | |
| IYF | ISHARES TRu.s. finls etf | $665,393 | +0.2% | 8,900 | 0.0% | 0.05% | +4.5% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $659,252 | +3.2% | 9,565 | +8.6% | 0.04% | +4.7% |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $658,242 | +10.0% | 26,372 | 0.0% | 0.04% | +12.5% | |
| PM | PHILIP MORRIS INTL INC | $652,596 | -5.2% | 7,049 | 0.0% | 0.04% | -2.2% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $649,235 | -1.8% | 17,108 | +2.4% | 0.04% | 0.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $641,059 | +23.6% | 4,167 | +29.5% | 0.04% | +25.7% |
| BA | BOEING CO | $649,795 | -9.2% | 3,390 | 0.0% | 0.04% | -8.3% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $636,762 | +4.2% | 8,465 | +8.6% | 0.04% | +7.3% |
| D | Sell | DOMINION ENERGY INC | $638,168 | -26.7% | 14,286 | -15.1% | 0.04% | -24.1% |
| RTX | Buy | RTX CORPORATION | $631,489 | -21.2% | 8,774 | +7.2% | 0.04% | -20.4% |
| MDB | Sell | MONGODB INCcl a | $634,307 | -31.8% | 1,834 | -19.0% | 0.04% | -30.6% |
| IDXX | Sell | IDEXX LABS INC | $634,916 | -18.5% | 1,452 | -6.4% | 0.04% | -17.3% |
| MELI | Sell | MERCADOLIBRE INC | $607,315 | +2.7% | 479 | -4.0% | 0.04% | +5.0% |
| EMR | Sell | EMERSON ELEC CO | $598,927 | +6.1% | 6,202 | -0.7% | 0.04% | +7.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $598,939 | -6.3% | 8,583 | -2.4% | 0.04% | -4.7% |
| KMB | Buy | KIMBERLY-CLARK CORP | $604,838 | -12.2% | 5,005 | +0.3% | 0.04% | -10.9% |
| ANTM | ELEVANCE HEALTH INC | $589,994 | -2.0% | 1,355 | 0.0% | 0.04% | 0.0% | |
| Buy | GENERAL ELECTRIC CO | $589,121 | +4.7% | 5,329 | +4.0% | 0.04% | +5.3% | |
| URTH | ISHARES INCmsci world etf | $575,975 | -3.5% | 4,793 | 0.0% | 0.04% | -2.5% | |
| JEF | JEFFERIES FINL GROUP INC | $567,765 | +10.4% | 15,500 | 0.0% | 0.04% | +14.7% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $552,861 | -3.1% | 11,090 | +0.5% | 0.04% | 0.0% |
| UL | Sell | UNILEVER PLCspon adr new | $553,360 | -5.9% | 11,202 | -0.7% | 0.04% | -2.6% |
| CZR | CAESARS ENTERTAINMENT INC NE | $556,200 | -9.1% | 12,000 | 0.0% | 0.04% | -7.3% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $560,296 | +11.5% | 4,062 | +14.9% | 0.04% | +11.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $536,516 | -10.9% | 17,795 | -8.6% | 0.04% | -7.5% |
| ACWI | ISHARES TRmsci acwi etf | $538,332 | -3.7% | 5,828 | 0.0% | 0.04% | 0.0% | |
| QCOM | Sell | QUALCOMM INC | $525,230 | -7.1% | 4,729 | -0.4% | 0.04% | -5.3% |
| TJX | Buy | TJX COS INC NEW | $531,058 | +5.9% | 5,975 | +1.0% | 0.04% | +5.9% |
| EW | EDWARDS LIFESCIENCES CORP | $520,431 | -26.6% | 7,512 | 0.0% | 0.04% | -23.4% | |
| ADSK | AUTODESK INC | $530,517 | +1.1% | 2,564 | 0.0% | 0.04% | +2.9% | |
| ADBE | ADOBE INC | $506,841 | +4.3% | 994 | 0.0% | 0.04% | +6.1% | |
| CB | Sell | CHUBB LIMITED | $504,837 | +7.0% | 2,425 | -1.0% | 0.04% | +9.4% |
| BIL | SPDR SER TRbloomberg 1-3 mo | $505,836 | 0.0% | 5,509 | 0.0% | 0.04% | +2.9% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $494,234 | -8.9% | 3,026 | -3.1% | 0.03% | -5.6% |
| DE | Buy | DEERE & CO | $492,301 | -6.8% | 1,305 | +0.1% | 0.03% | -2.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $502,511 | +123.0% | 6,206 | +123.3% | 0.03% | +126.7% |
| ITW | ILLINOIS TOOL WKS INC | $500,003 | -7.9% | 2,171 | 0.0% | 0.03% | -5.6% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $482,019 | -3.7% | 3,363 | 0.0% | 0.03% | -2.9% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $475,798 | -14.0% | 9,448 | 0.0% | 0.03% | -10.8% | |
| GNL | GLOBAL NET LEASE INC | $480,500 | -6.5% | 50,000 | 0.0% | 0.03% | -2.9% | |
| RC | READY CAPITAL CORP | $484,603 | -10.4% | 47,933 | 0.0% | 0.03% | -8.3% | |
| CMI | CUMMINS INC | $482,279 | -6.8% | 2,111 | 0.0% | 0.03% | -5.7% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $464,289 | +28.6% | 6,421 | +33.8% | 0.03% | +33.3% |
| JNK | SPDR SER TRbloomberg high y | $452,194 | -1.8% | 5,002 | 0.0% | 0.03% | 0.0% | |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $445,893 | -17.8% | 8,082 | -3.1% | 0.03% | -13.9% |
| FDX | FEDEX CORP | $439,055 | +6.9% | 1,657 | 0.0% | 0.03% | +11.1% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $437,587 | +3.3% | 1,070 | +16.3% | 0.03% | +7.1% |
| JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $432,414 | -14.9% | 8,073 | -12.1% | 0.03% | -11.8% |
| DHR | Buy | DANAHER CORPORATION | $425,243 | +10.1% | 1,714 | +6.5% | 0.03% | +11.5% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $420,442 | -5.6% | 4,748 | +0.6% | 0.03% | -3.3% |
| BILL | BILL HOLDINGS INC | $429,069 | -7.1% | 3,952 | 0.0% | 0.03% | -6.5% | |
| NET | CLOUDFLARE INC | $426,529 | -3.6% | 6,766 | 0.0% | 0.03% | -3.3% | |
| PSX | Buy | PHILLIPS 66 | $424,726 | +26.4% | 3,535 | +0.3% | 0.03% | +31.8% |
| KMI | KINDER MORGAN INC DEL | $414,086 | -3.7% | 24,975 | 0.0% | 0.03% | -3.4% | |
| BFB | BROWN FORMAN CORPcl b | $411,041 | -13.6% | 7,125 | 0.0% | 0.03% | -12.5% | |
| WM | WASTE MGMT INC DEL | $410,673 | -12.1% | 2,694 | 0.0% | 0.03% | -9.7% | |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $412,928 | -2.9% | 12,159 | +899.9% | 0.03% | 0.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $387,469 | +10.9% | 979 | +10.2% | 0.03% | +17.4% |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $400,496 | +4.4% | 25,031 | 0.0% | 0.03% | +3.8% | |
| PYPL | PAYPAL HLDGS INC | $400,919 | -12.4% | 6,858 | 0.0% | 0.03% | -12.9% | |
| CSX | Buy | CSX CORP | $401,599 | -9.7% | 13,060 | +0.1% | 0.03% | -10.0% |
| ARVN | Sell | ARVINAS INC | $392,800 | -32.7% | 20,000 | -14.9% | 0.03% | -30.8% |
| HALO | HALOZYME THERAPEUTICS INC | $399,648 | +5.9% | 10,462 | 0.0% | 0.03% | +8.0% | |
| ABNB | AIRBNB INC | $400,516 | +7.1% | 2,919 | 0.0% | 0.03% | +8.0% | |
| ACN | ACCENTURE PLC IRELAND | $391,258 | -0.5% | 1,274 | 0.0% | 0.03% | +3.8% | |
| PBE | INVESCO EXCHANGE TRADED FD Tbiotechnology | $383,858 | -6.9% | 6,730 | 0.0% | 0.03% | -7.1% | |
| AZN | ASTRAZENECA PLCsponsored adr | $379,706 | -5.4% | 5,607 | 0.0% | 0.03% | -3.7% | |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $385,505 | -4.7% | 1,431 | +0.2% | 0.03% | -3.7% |
| WELL | WELLTOWER INC | $360,202 | +1.3% | 4,397 | 0.0% | 0.02% | +4.2% | |
| DSI | ISHARES TRmsci kld400 soc | $363,414 | -3.3% | 4,464 | 0.0% | 0.02% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $366,870 | -6.5% | 3,396 | 0.0% | 0.02% | -3.8% | |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $347,185 | -2.6% | 2,286 | +0.4% | 0.02% | 0.0% |
| BTT | BLACKROCK MUN TARGET TERM TR | $351,205 | -6.6% | 18,094 | 0.0% | 0.02% | -4.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $347,652 | -10.0% | 5,734 | 0.0% | 0.02% | -7.7% | |
| SYK | STRYKER CORPORATION | $344,047 | -10.4% | 1,259 | 0.0% | 0.02% | -7.7% | |
| IBB | ISHARES TRishares biotech | $346,501 | -3.7% | 2,833 | 0.0% | 0.02% | 0.0% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $349,089 | +6.8% | 6,899 | +10.6% | 0.02% | +9.1% |
| HSY | Buy | HERSHEY CO | $344,447 | -19.8% | 1,722 | +0.1% | 0.02% | -17.2% |
| SFY | TIDAL ETF TRsofi selct 500 | $357,190 | -2.4% | 23,361 | 0.0% | 0.02% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $344,379 | +19.7% | 783 | 0.0% | 0.02% | +26.3% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $342,969 | +1.7% | 5,330 | +6.7% | 0.02% | 0.0% |
| KLAC | KLA CORP | $337,115 | -5.4% | 735 | 0.0% | 0.02% | -4.2% | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $334,226 | +15.4% | 5,769 | +22.9% | 0.02% | +21.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $337,520 | -13.1% | 3,884 | +0.9% | 0.02% | -11.5% |
| OWL | BLUE OWL CAPITAL INC | $333,072 | +11.2% | 25,700 | 0.0% | 0.02% | +15.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $331,966 | -7.6% | 1,481 | 0.0% | 0.02% | -4.2% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $326,150 | +10.5% | 5,027 | +0.2% | 0.02% | +10.0% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $319,700 | +0.8% | 6,091 | +5.3% | 0.02% | +4.8% |
| AMAT | APPLIED MATLS INC | $323,201 | -4.2% | 2,334 | 0.0% | 0.02% | -4.3% | |
| DLS | WISDOMTREE TRintl smcap div | $319,330 | -3.3% | 5,556 | 0.0% | 0.02% | 0.0% | |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $302,613 | -1.0% | 11,942 | +0.4% | 0.02% | +5.0% | |
| WPC | Buy | WP CAREY INC | $311,339 | -5.7% | 5,757 | +17.9% | 0.02% | -4.5% |
| ARES | ARES MANAGEMENT CORPORATION | $312,283 | +6.8% | 3,036 | 0.0% | 0.02% | +5.0% | |
| CVS | Sell | CVS HEALTH CORP | $290,730 | +0.4% | 4,164 | -0.6% | 0.02% | +5.3% |
| MMM | Sell | 3M CO | $290,128 | -26.2% | 3,099 | -21.1% | 0.02% | -23.1% |
| FTCH | FARFETCH LTDord sh cl a | $285,594 | -65.4% | 136,648 | 0.0% | 0.02% | -63.6% | |
| ETO | Buy | EATON VANCE TAX-ADVANTAGED G | $294,805 | -6.7% | 13,808 | +0.4% | 0.02% | -4.8% |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $281,593 | -4.8% | 6,432 | 0.0% | 0.02% | -5.0% | |
| BACPRL | Sell | BANK AMERICA CORP7.25%cnv pfd l | $282,924 | -6.2% | 254 | -1.2% | 0.02% | -5.0% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $279,564 | -6.8% | 8,945 | +0.4% | 0.02% | -5.0% |
| GIS | GENERAL MLS INC | $280,596 | -16.6% | 4,385 | 0.0% | 0.02% | -17.4% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $271,831 | -3.1% | 4,951 | +0.0% | 0.02% | 0.0% |
| CRM | Sell | SALESFORCE INC | $284,511 | -5.4% | 1,403 | -1.4% | 0.02% | -5.0% |
| VMEO | VIMEO INC | $283,717 | -14.1% | 80,146 | 0.0% | 0.02% | -13.6% | |
| NSC | NORFOLK SOUTHN CORP | $282,791 | -13.2% | 1,436 | 0.0% | 0.02% | -13.6% | |
| FTAI INFRASTRUCTURE INC | $280,050 | -12.7% | 86,972 | 0.0% | 0.02% | -9.5% | ||
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $269,949 | -3.8% | 8,895 | +2.0% | 0.02% | -5.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $270,025 | -3.2% | 2,871 | +0.8% | 0.02% | -5.3% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $265,950 | -20.7% | 6,239 | -4.9% | 0.02% | -18.2% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $259,065 | -9.6% | 2,031 | +0.7% | 0.02% | -5.3% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $258,998 | +0.5% | 1,361 | -0.7% | 0.02% | +5.9% |
| YUM | Sell | YUM BRANDS INC | $268,121 | -25.9% | 2,146 | -17.9% | 0.02% | -25.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $270,346 | -8.2% | 3,594 | +2.7% | 0.02% | -10.0% |
| AOS | SMITH A O CORP | $264,520 | -9.1% | 4,000 | 0.0% | 0.02% | -5.3% | |
| SRE | Buy | SEMPRA | $250,951 | -6.4% | 3,689 | +100.3% | 0.02% | -5.6% |
| DIMENSIONAL ETF TRUSTus mktwide value | $244,536 | -1.4% | 7,188 | 0.0% | 0.02% | 0.0% | ||
| RPM | RPM INTL INC | $252,195 | +5.7% | 2,660 | 0.0% | 0.02% | +6.2% | |
| KIM | Buy | KIMCO RLTY CORP | $245,445 | -9.0% | 13,954 | +2.0% | 0.02% | -5.6% |
| NYT | New | NEW YORK TIMES COcl a | $245,016 | – | 5,947 | +100.0% | 0.02% | – |
| MTD | METTLER TOLEDO INTERNATIONAL | $249,316 | -15.5% | 225 | 0.0% | 0.02% | -15.0% | |
| CPT | CAMDEN PPTY TRsh ben int | $236,450 | -13.1% | 2,500 | 0.0% | 0.02% | -11.1% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $233,829 | -8.7% | 3,377 | -3.7% | 0.02% | -5.9% |
| ORCC | New | BLUE OWL CAPITAL CORPORATION | $229,758 | – | 16,589 | +100.0% | 0.02% | – |
| ADI | ANALOG DEVICES INC | $230,769 | -10.1% | 1,318 | 0.0% | 0.02% | -5.9% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $236,135 | -3.7% | 1,527 | 0.0% | 0.02% | 0.0% | |
| PBD | New | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $228,530 | – | 14,857 | +100.0% | 0.02% | – |
| ORLY | OREILLY AUTOMOTIVE INC | $232,668 | -4.9% | 256 | 0.0% | 0.02% | 0.0% | |
| IDEV | ISHARES TRcore msci intl | $240,238 | -4.6% | 4,122 | 0.0% | 0.02% | -5.9% | |
| AMD | ADVANCED MICRO DEVICES INC | $214,997 | -9.7% | 2,091 | 0.0% | 0.02% | -6.2% | |
| MTB | Buy | M & T BK CORP | $224,155 | +2.4% | 1,773 | +0.2% | 0.02% | 0.0% |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $222,347 | – | 3,907 | +100.0% | 0.02% | – |
| GHC | GRAHAM HLDGS CO | $225,038 | +2.0% | 386 | 0.0% | 0.02% | 0.0% | |
| ACWV | ISHARES INCmsci gbl min vol | $219,619 | -2.7% | 2,302 | 0.0% | 0.02% | 0.0% | |
| EZU | ISHARES INCmsci eurzone etf | $217,431 | -7.8% | 5,148 | 0.0% | 0.02% | -6.2% | |
| SHELL PLCspon ads | $223,527 | +6.6% | 3,472 | 0.0% | 0.02% | +7.1% | ||
| MKC | MCCORMICK & CO INC | $218,751 | -13.3% | 2,892 | 0.0% | 0.02% | -11.8% | |
| TROW | PRICE T ROWE GROUP INC | $203,028 | -6.4% | 1,936 | 0.0% | 0.01% | -6.7% | |
| PVH | PVH CORPORATION | $201,527 | -10.0% | 2,634 | 0.0% | 0.01% | -6.7% | |
| NUV | NUVEEN MUN VALUE FD INC | $206,500 | -5.1% | 25,000 | 0.0% | 0.01% | -6.7% | |
| TGT | Buy | TARGET CORP | $210,603 | -15.9% | 1,905 | +0.3% | 0.01% | -17.6% |
| TXN | Sell | TEXAS INSTRS INC | $210,052 | -35.9% | 1,321 | -27.5% | 0.01% | -36.4% |
| COMP | COMPASS INCcl a | $179,017 | -17.1% | 61,730 | 0.0% | 0.01% | -14.3% | |
| BKCC | BLACKROCK CAP INVT CORP | $161,704 | +13.1% | 43,586 | 0.0% | 0.01% | +10.0% | |
| DBL | Buy | DOUBLELINE OPPORTUNISTIC CR | $152,605 | +0.6% | 10,467 | +0.1% | 0.01% | 0.0% |
| OUTBRAIN INC | $146,100 | -1.0% | 30,000 | 0.0% | 0.01% | 0.0% | ||
| MYN | Buy | BLACKROCK MUNIYIELD N Y QUAL | $149,437 | -11.7% | 16,866 | +1.0% | 0.01% | -9.1% |
| NYCB | NEW YORK CMNTY BANCORP INC | $120,805 | +0.9% | 10,653 | 0.0% | 0.01% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $123,717 | -0.2% | 27,371 | 0.0% | 0.01% | 0.0% | |
| CERS | CERUS CORP | $102,060 | -34.1% | 63,000 | 0.0% | 0.01% | -30.0% | |
| GSAT | Sell | GLOBALSTAR INC | $39,300 | -33.8% | 30,000 | -45.5% | 0.00% | -25.0% |
| CDZI | CADIZ INC | $39,720 | -18.5% | 12,000 | 0.0% | 0.00% | 0.0% | |
| CMRX | CHIMERIX INC | $32,291 | -20.7% | 33,643 | 0.0% | 0.00% | -33.3% | |
| GVP | Buy | GSE SYS INC | $28,641 | -16.4% | 141,716 | +48.9% | 0.00% | 0.0% |
| EVGN | EVOGENE LTD | $17,771 | -45.2% | 30,300 | 0.0% | 0.00% | -50.0% | |
| CGEN | COMPUGEN LTDord | $20,460 | -18.4% | 22,000 | 0.0% | 0.00% | -50.0% | |
| MDVL | Exit | MEDAVAIL HOLDINGS INC | $0 | – | -18,741 | -100.0% | 0.00% | – |
| Exit | DOMA HOLDINGS INC*w exp 07/28/202 | $0 | – | -50,000 | -100.0% | 0.00% | – | |
| VRAY | Exit | VIEWRAY INC | $0 | – | -121,000 | -100.0% | -0.00% | – |
| Exit | GINKGO BIOWORKS HOLDINGS INC | $0 | – | -48,129 | -100.0% | -0.01% | – | |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -10,088 | -100.0% | -0.01% | – | |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -5,025 | -100.0% | -0.01% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -3,506 | -100.0% | -0.01% | – |
| CGW | Exit | INVESCO EXCH TRADED FD TR IIs&p gbl water | $0 | – | -4,000 | -100.0% | -0.01% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -4,826 | -100.0% | -0.01% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -744 | -100.0% | -0.01% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -1,746 | -100.0% | -0.01% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,011 | -100.0% | -0.01% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -2,480 | -100.0% | -0.02% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -4,600 | -100.0% | -0.02% | – |
| PODD | Exit | INSULET CORP | $0 | – | -861 | -100.0% | -0.02% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -2,460 | -100.0% | -0.02% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -16,702 | -100.0% | -0.02% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -12,185 | -100.0% | -0.05% | – |
| SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -183,789 | -100.0% | -0.10% | – |
| XOUT | Exit | GRANITESHARES ETF TRxout us lrg cp | $0 | – | -118,942 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P DIVIDEND ETF IV | 44 | Q3 2023 | 33.3% |
| VANGUARD SPECIALIZED PORTFOL | 44 | Q3 2023 | 13.0% |
| VANGUARD WHITEHALL FUNDSHIGH DIVIDEND YIELD | 44 | Q3 2023 | 6.4% |
| VANGUARD MID CAP ETF IV | 44 | Q3 2023 | 6.2% |
| VANGUARD TOTAL STOCK MKTSTK MKT VIPERS | 44 | Q3 2023 | 5.6% |
| APPLE INC | 44 | Q3 2023 | 5.8% |
| EATON VANCE TAX ADVT DIV INCM COM | 44 | Q3 2023 | 5.2% |
| S P D R S&P 500 ETF TR EXPIRING 01/22/2118 | 44 | Q3 2023 | 3.1% |
| ISHARES TR | 44 | Q3 2023 | 3.3% |
| META PLATFORMS INC | 44 | Q3 2023 | 3.3% |
View Joel Isaacson & Co., LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-12 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-19 |
View Joel Isaacson & Co., LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.