$1.46 Billion is the total value of Joel Isaacson & Co., LLC's 309 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 8.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | Buy | SPDR SER TRs&p divid etf | $256,699,000 | +11.4% | 1,988,062 | +1.4% | 17.63% | +1.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $156,893,000 | +12.5% | 913,498 | +0.6% | 10.77% | +2.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $75,997,000 | +8.5% | 298,296 | +0.8% | 5.22% | -1.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $75,284,000 | +14.6% | 311,811 | +5.4% | 5.17% | +4.2% |
| AAPL | Buy | APPLE INC | $70,431,000 | +27.1% | 396,636 | +1.2% | 4.84% | +15.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $65,163,000 | +8.4% | 22,493 | +0.0% | 4.48% | -1.4% |
| GOOG | ALPHABET INCcap stk cl c | $62,991,000 | +8.6% | 21,769 | 0.0% | 4.33% | -1.3% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $60,993,000 | +22.9% | 544,046 | +13.3% | 4.19% | +11.8% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $37,030,000 | +9.6% | 434,320 | +1.8% | 2.54% | -0.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $33,930,000 | +13.2% | 71,437 | +2.3% | 2.33% | +2.9% |
| EVT | Buy | EATON VANCE TAX ADVT DIV INC | $23,448,000 | +10.1% | 787,105 | +1.4% | 1.61% | +0.1% |
| WMG | Sell | WARNER MUSIC GROUP CORP | $21,920,000 | -8.0% | 507,634 | -9.0% | 1.50% | -16.4% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $21,599,000 | +8.0% | 454,515 | +0.9% | 1.48% | -1.8% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $21,087,000 | +25.1% | 56,961 | +1.4% | 1.45% | +13.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $20,787,000 | +7.8% | 91,974 | +4.3% | 1.43% | -2.0% |
| MSFT | Buy | MICROSOFT CORP | $19,164,000 | +20.9% | 56,983 | +1.4% | 1.32% | +9.9% |
| FB | Buy | META PLATFORMS INCcl a | $18,396,000 | +3.0% | 54,694 | +3.9% | 1.26% | -6.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $14,783,000 | +17.4% | 85,021 | +0.8% | 1.02% | +6.7% |
| MTCH | Buy | MATCH GROUP INC NEW | $14,168,000 | -15.7% | 107,131 | +0.0% | 0.97% | -23.4% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $12,979,000 | +25.6% | 43,015 | +11.0% | 0.89% | +14.2% |
| AMZN | Buy | AMAZON COM INC | $12,397,000 | +2.2% | 3,718 | +0.7% | 0.85% | -7.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $10,300,000 | +8.9% | 60,210 | +2.8% | 0.71% | -1.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $9,663,000 | +20.4% | 59,071 | +2.9% | 0.66% | +9.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $7,477,000 | +32.2% | 69,298 | +20.7% | 0.51% | +20.1% |
| PTON | Buy | PELOTON INTERACTIVE INC | $7,430,000 | -58.3% | 207,769 | +1.4% | 0.51% | -62.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $6,785,000 | +12.5% | 22,692 | +2.7% | 0.47% | +2.4% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $6,745,000 | -0.5% | 110,063 | -1.0% | 0.46% | -9.6% |
| IAC | IAC INTERACTIVECORP NEW | $6,466,000 | +0.3% | 49,467 | 0.0% | 0.44% | -8.8% | |
| JPM | Buy | JPMORGAN CHASE & CO | $6,124,000 | -3.2% | 38,671 | +0.0% | 0.42% | -11.9% |
| DIBS | Buy | 1STDIBS COM INC | $5,943,000 | +163.9% | 475,045 | +161.6% | 0.41% | +140.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,511,000 | +11.2% | 13,852 | +0.1% | 0.38% | +1.1% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $5,479,000 | +19.9% | 140,313 | +15.2% | 0.38% | +9.0% |
| XOUT | GRANITESHARES ETF TRxout us lrg cp | $5,296,000 | +10.8% | 116,842 | 0.0% | 0.36% | +0.8% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,077,000 | +7.0% | 15,821 | -3.2% | 0.35% | -2.5% |
| BAC | Sell | BK OF AMERICA CORP | $4,921,000 | +1.5% | 110,617 | -3.2% | 0.34% | -7.7% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,815,000 | +22.6% | 44,818 | +16.2% | 0.33% | +11.4% |
| FTCH | Buy | FARFETCH LTDord sh cl a | $4,568,000 | +576.7% | 136,648 | +659.2% | 0.31% | +515.7% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $4,414,000 | +11.2% | 16,926 | +0.2% | 0.30% | +1.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $4,393,000 | -10.1% | 87,290 | -0.1% | 0.30% | -18.2% |
| MS | Buy | MORGAN STANLEY | $4,329,000 | +0.9% | 44,099 | +0.1% | 0.30% | -8.3% |
| HD | Sell | HOME DEPOT INC | $4,283,000 | +26.3% | 10,321 | -0.1% | 0.29% | +14.8% |
| ARVN | Sell | ARVINAS INC | $4,107,000 | -30.7% | 50,000 | -30.7% | 0.28% | -37.1% |
| TWTR | Buy | TWITTER INC | $4,071,000 | -28.2% | 94,199 | +0.3% | 0.28% | -34.6% |
| DIS | Buy | DISNEY WALT CO | $3,725,000 | -8.4% | 24,050 | +0.0% | 0.26% | -16.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,681,000 | +2.4% | 9,622 | +1.2% | 0.25% | -6.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $3,655,000 | +14.4% | 7,977 | +0.2% | 0.25% | +4.1% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,506,000 | -3.3% | 69,446 | -2.8% | 0.24% | -12.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,407,000 | +12.7% | 19,050 | +6.6% | 0.23% | +2.6% |
| NFLX | Buy | NETFLIX INC | $3,203,000 | +4.7% | 5,317 | +6.1% | 0.22% | -4.8% |
| ARCC | Buy | ARES CAPITAL CORP | $3,123,000 | +32.1% | 147,383 | +26.8% | 0.21% | +19.6% |
| DVY | Buy | ISHARES TRselect divid etf | $2,976,000 | +11.2% | 24,273 | +4.0% | 0.20% | +1.0% |
| VOO | Sell | VANGUARD INDEX FDS | $2,957,000 | +5.8% | 6,774 | -4.4% | 0.20% | -3.8% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $2,906,000 | +76.9% | 183,789 | +77.7% | 0.20% | +61.3% |
| PFE | Buy | PFIZER INC | $2,886,000 | +47.5% | 48,867 | +7.4% | 0.20% | +33.8% |
| COIN | Buy | COINBASE GLOBAL INC | $2,699,000 | +53.1% | 10,694 | +38.0% | 0.18% | +39.1% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $2,637,000 | -5.3% | 41,484 | -5.8% | 0.18% | -13.8% |
| FTAI | FORTRESS TRANS INFRST INVS L | $2,515,000 | +14.0% | 86,972 | 0.0% | 0.17% | +3.6% | |
| PEP | Sell | PEPSICO INC | $2,384,000 | +14.9% | 13,725 | -0.5% | 0.16% | +4.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,385,000 | +0.2% | 48,225 | +1.3% | 0.16% | -8.9% |
| MCD | Buy | MCDONALDS CORP | $2,380,000 | +11.2% | 8,880 | +0.0% | 0.16% | +0.6% |
| XOM | Buy | EXXON MOBIL CORP | $2,356,000 | +6.0% | 38,495 | +1.9% | 0.16% | -3.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,298,000 | +28.8% | 4,577 | +0.3% | 0.16% | +17.0% |
| EBAY | EBAY INC. | $2,301,000 | -4.6% | 34,602 | 0.0% | 0.16% | -13.2% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,266,000 | +17.6% | 7,416 | +5.5% | 0.16% | +6.8% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $2,243,000 | +1.0% | 102,144 | -0.5% | 0.15% | -8.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,231,000 | +9.3% | 4,677 | -1.3% | 0.15% | -0.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,214,000 | -18.6% | 42,617 | -15.4% | 0.15% | -25.9% |
| NEE | Buy | NEXTERA ENERGY INC | $2,215,000 | +23.1% | 23,727 | +3.5% | 0.15% | +11.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,197,000 | +11.6% | 6,047 | +3.9% | 0.15% | +1.3% |
| GLD | Sell | SPDR GOLD TR | $2,153,000 | -1.2% | 12,594 | -5.1% | 0.15% | -10.3% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,084,000 | +9.5% | 19,483 | +0.7% | 0.14% | -0.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,081,000 | +30.3% | 3,666 | +3.1% | 0.14% | +18.2% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $2,054,000 | +4.6% | 3,252 | +0.2% | 0.14% | -4.7% |
| XLC | Buy | SELECT SECTOR SPDR TR | $2,034,000 | -1.9% | 26,184 | +1.1% | 0.14% | -10.8% |
| ROST | ROSS STORES INC | $2,037,000 | +4.9% | 17,828 | 0.0% | 0.14% | -4.8% | |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,964,000 | +11.6% | 6,971 | +11.0% | 0.14% | +1.5% |
| CVX | Buy | CHEVRON CORP NEW | $1,911,000 | +75.5% | 16,286 | +51.7% | 0.13% | +59.8% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,898,000 | +18.7% | 22,249 | +1.0% | 0.13% | +7.4% |
| TSLA | Buy | TESLA INC | $1,861,000 | +139.5% | 1,761 | +75.7% | 0.13% | +116.9% |
| BX | Buy | BLACKSTONE INC | $1,852,000 | +12.0% | 14,311 | +0.6% | 0.13% | +1.6% |
| CI | CIGNA CORP NEW | $1,826,000 | +14.7% | 7,952 | 0.0% | 0.12% | +4.2% | |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,757,000 | +89.9% | 44,549 | +86.9% | 0.12% | +72.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,739,000 | +23.6% | 34,060 | +22.2% | 0.12% | +12.3% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,668,000 | +10.1% | 5,703 | -0.1% | 0.12% | +0.9% |
| LLY | Buy | LILLY ELI & CO | $1,628,000 | +27.1% | 5,894 | +6.3% | 0.11% | +15.5% |
| LC | LENDINGCLUB CORP | $1,616,000 | -14.4% | 66,839 | 0.0% | 0.11% | -22.4% | |
| V | Buy | VISA INC | $1,551,000 | -2.3% | 7,155 | +0.4% | 0.11% | -10.8% |
| MMM | 3M CO | $1,553,000 | +1.2% | 8,744 | 0.0% | 0.11% | -7.8% | |
| DG | DOLLAR GEN CORP NEW | $1,484,000 | +11.2% | 6,292 | 0.0% | 0.10% | +1.0% | |
| ACRE | Sell | ARES COML REAL ESTATE CORP | $1,490,000 | -15.3% | 102,444 | -12.2% | 0.10% | -23.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,452,000 | +9.7% | 5,491 | +0.2% | 0.10% | 0.0% |
| UNP | Buy | UNION PAC CORP | $1,456,000 | +28.6% | 5,777 | +0.1% | 0.10% | +17.6% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,444,000 | -19.8% | 15,264 | -6.3% | 0.10% | -27.2% |
| VMEO | VIMEO INC | $1,442,000 | -38.9% | 80,308 | 0.0% | 0.10% | -44.4% | |
| DEO | Buy | DIAGEO PLCspon adr new | $1,412,000 | +14.2% | 6,416 | +0.2% | 0.10% | +4.3% |
| INTC | Buy | INTEL CORP | $1,391,000 | +5.9% | 27,009 | +9.6% | 0.10% | -3.0% |
| IYW | ISHARES TRu.s. tech etf | $1,349,000 | +13.4% | 11,751 | 0.0% | 0.09% | +3.3% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,313,000 | +22.8% | 5,326 | -0.4% | 0.09% | +11.1% |
| MRK | Sell | MERCK & CO INC | $1,296,000 | +0.8% | 16,906 | -1.3% | 0.09% | -8.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,290,000 | +72.7% | 11,116 | +51.5% | 0.09% | +58.9% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $1,287,000 | +54.5% | 4,168 | +28.2% | 0.09% | +39.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,255,000 | -0.9% | 15,530 | +0.4% | 0.09% | -10.4% |
| AXP | AMERICAN EXPRESS CO | $1,236,000 | -2.4% | 7,557 | 0.0% | 0.08% | -11.5% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,230,000 | +26.2% | 10,740 | +20.2% | 0.08% | +13.5% |
| UP | Buy | WHEELS UP EXPERIENCE INC | $1,222,000 | -26.7% | 263,374 | +4.0% | 0.08% | -33.3% |
| MDB | Buy | MONGODB INCcl a | $1,222,000 | +12.5% | 2,309 | +0.2% | 0.08% | +2.4% |
| T | Sell | AT&T INC | $1,211,000 | -14.7% | 49,223 | -6.3% | 0.08% | -22.4% |
| D | Buy | DOMINION ENERGY INC | $1,195,000 | +7.9% | 15,212 | +0.3% | 0.08% | -2.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,200,000 | -5.1% | 8,978 | -1.3% | 0.08% | -13.7% |
| VRAY | Buy | VIEWRAY INC | $1,179,000 | -19.9% | 214,000 | +4.9% | 0.08% | -27.0% |
| KO | Sell | COCA COLA CO | $1,157,000 | +12.1% | 19,541 | -0.6% | 0.08% | +1.3% |
| WFC | Sell | WELLS FARGO CO NEW | $1,149,000 | +3.3% | 23,943 | -0.0% | 0.08% | -6.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,072,000 | +17.3% | 6,386 | +9.4% | 0.07% | +7.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,082,000 | +8.3% | 17,346 | +2.7% | 0.07% | -1.3% |
| BDX | BECTON DICKINSON & CO | $1,065,000 | +2.3% | 4,234 | 0.0% | 0.07% | -7.6% | |
| PYPL | Buy | PAYPAL HLDGS INC | $1,030,000 | -11.1% | 5,462 | +22.8% | 0.07% | -18.4% |
| CSCO | Buy | CISCO SYS INC | $1,007,000 | +19.6% | 15,886 | +2.6% | 0.07% | +7.8% |
| AACU | ARES ACQUISITION CORPORATIONunit 99/99/9999 | $993,000 | +0.3% | 100,000 | 0.0% | 0.07% | -9.3% | |
| CL | COLGATE PALMOLIVE CO | $979,000 | +12.9% | 11,472 | 0.0% | 0.07% | +3.1% | |
| BILL | BILL COM HLDGS INC | $975,000 | -6.7% | 3,914 | 0.0% | 0.07% | -15.2% | |
| IAT | ISHARES TRus regnl bks etf | $977,000 | +2.0% | 15,825 | 0.0% | 0.07% | -6.9% | |
| EW | EDWARDS LIFESCIENCES CORP | $970,000 | +14.4% | 7,490 | 0.0% | 0.07% | +4.7% | |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $962,000 | +7.8% | 1,859 | +0.2% | 0.07% | -1.5% |
| CTXS | CITRIX SYS INC | $948,000 | -11.9% | 10,020 | 0.0% | 0.06% | -19.8% | |
| KRE | SPDR SER TRs&p regl bkg | $935,000 | +4.6% | 13,200 | 0.0% | 0.06% | -5.9% | |
| HON | Buy | HONEYWELL INTL INC | $926,000 | +0.5% | 4,439 | +2.3% | 0.06% | -8.6% |
| DXCM | Buy | DEXCOM INC | $916,000 | -1.5% | 1,706 | +0.4% | 0.06% | -10.0% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $916,000 | +267.9% | 31,815 | +224.1% | 0.06% | +231.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $904,000 | +17.1% | 1,355 | +0.3% | 0.06% | +6.9% |
| NET | CLOUDFLARE INC | $890,000 | +16.8% | 6,766 | 0.0% | 0.06% | +5.2% | |
| IJT | ISHARES TRs&p sml 600 gwt | $889,000 | +6.7% | 6,402 | 0.0% | 0.06% | -3.2% | |
| WMT | Buy | WALMART INC | $893,000 | +7.1% | 6,175 | +3.1% | 0.06% | -3.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $863,000 | +3.0% | 4,303 | +0.4% | 0.06% | -6.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $839,000 | +9.0% | 2,334 | +201.2% | 0.06% | 0.0% |
| ORCL | ORACLE CORP | $844,000 | +0.1% | 9,676 | 0.0% | 0.06% | -9.4% | |
| ABBV | Sell | ABBVIE INC | $836,000 | +25.5% | 6,176 | -0.0% | 0.06% | +14.0% |
| RF | REGIONS FINANCIAL CORP NEW | $830,000 | +2.2% | 38,090 | 0.0% | 0.06% | -6.6% | |
| QCOM | Buy | QUALCOMM INC | $833,000 | +42.9% | 4,557 | +0.8% | 0.06% | +29.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $828,000 | +13.4% | 12,490 | -0.4% | 0.06% | +3.6% |
| DBX | DROPBOX INCcl a | $813,000 | -16.0% | 33,118 | 0.0% | 0.06% | -23.3% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $802,000 | +13.3% | 9,584 | +0.1% | 0.06% | +3.8% |
| BK | BANK NEW YORK MELLON CORP | $807,000 | +11.9% | 13,901 | 0.0% | 0.06% | +1.9% | |
| AMGN | Sell | AMGEN INC | $798,000 | +5.7% | 3,546 | -0.2% | 0.06% | -3.5% |
| SBUX | Buy | STARBUCKS CORP | $785,000 | +46.7% | 6,708 | +38.4% | 0.05% | +35.0% |
| TWLO | Buy | TWILIO INCcl a | $788,000 | -9.9% | 2,992 | +9.1% | 0.05% | -18.2% |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $757,000 | – | 36,415 | +100.0% | 0.05% | – |
| GNL | GLOBAL NET LEASE INC | $764,000 | -4.6% | 50,000 | 0.0% | 0.05% | -13.3% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $736,000 | -11.5% | 9,357 | -12.2% | 0.05% | -19.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $723,000 | -2.0% | 8,248 | 0.0% | 0.05% | -10.7% | |
| ADSK | AUTODESK INC | $732,000 | -1.3% | 2,603 | 0.0% | 0.05% | -10.7% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $723,000 | +8.7% | 10,317 | 0.0% | 0.05% | 0.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $720,000 | +7.6% | 2,542 | 0.0% | 0.05% | -3.9% | |
| CNQ | CANADIAN NAT RES LTD | $718,000 | +15.6% | 17,000 | 0.0% | 0.05% | +4.3% | |
| ACWI | Buy | ISHARES TRmsci acwi etf | $701,000 | +39.6% | 6,628 | +31.8% | 0.05% | +26.3% |
| LIT | New | GLOBAL X FDSlithium btry etf | $684,000 | – | 8,100 | +100.0% | 0.05% | – |
| BACPRL | New | BK OF AMERICA CORP7.25%cnv pfd l | $672,000 | – | 465 | +100.0% | 0.05% | – |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $676,000 | -1.9% | 7,858 | -1.9% | 0.05% | -11.5% |
| MAR | MARRIOTT INTL INC NEWcl a | $649,000 | +11.7% | 3,926 | 0.0% | 0.04% | +2.3% | |
| URTH | ISHARES INCmsci world etf | $649,000 | +7.1% | 4,793 | 0.0% | 0.04% | -2.2% | |
| AFL | AFLAC INC | $662,000 | +12.0% | 11,340 | 0.0% | 0.04% | 0.0% | |
| EMR | EMERSON ELEC CO | $653,000 | -1.2% | 7,019 | 0.0% | 0.04% | -10.0% | |
| AON | Sell | AON PLC | $637,000 | +1.9% | 2,120 | -3.1% | 0.04% | -6.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $643,000 | -0.9% | 6,767 | -1.1% | 0.04% | -10.2% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $648,000 | +17.0% | 3,000 | 0.0% | 0.04% | +4.8% | |
| KMB | Buy | KIMBERLY-CLARK CORP | $648,000 | +13.3% | 4,534 | +4.9% | 0.04% | +2.3% |
| IBB | ISHARES TRishares biotech | $604,000 | -5.6% | 3,956 | 0.0% | 0.04% | -14.6% | |
| UL | Sell | UNILEVER PLCspon adr new | $600,000 | -1.2% | 11,156 | -0.3% | 0.04% | -10.9% |
| JEF | JEFFERIES FINL GROUP INC | $582,000 | +4.5% | 15,000 | 0.0% | 0.04% | -4.8% | |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVE | $561,000 | +28.4% | 37,294 | +19.2% | 0.04% | +18.2% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $566,000 | +2.0% | 12,185 | 0.0% | 0.04% | -7.1% | |
| COMP | New | COMPASS INCcl a | $561,000 | – | 61,730 | +100.0% | 0.04% | – |
| ITW | ILLINOIS TOOL WKS INC | $560,000 | +19.4% | 2,268 | 0.0% | 0.04% | +8.6% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $558,000 | +26.0% | 1,346 | -2.7% | 0.04% | +15.2% |
| TRV | Sell | TRAVELERS COMPANIES INC | $539,000 | +1.9% | 3,443 | -1.0% | 0.04% | -7.5% |
| IDXX | Buy | IDEXX LABS INC | $546,000 | +59.6% | 829 | +50.7% | 0.04% | +42.3% |
| SPG | SIMON PPTY GROUP INC NEW | $543,000 | +23.1% | 3,396 | 0.0% | 0.04% | +12.1% | |
| STWD | Buy | STARWOOD PPTY TR INC | $529,000 | +0.4% | 21,752 | +0.7% | 0.04% | -10.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $525,000 | +2.3% | 2,358 | +0.5% | 0.04% | -7.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $526,000 | -1.3% | 927 | +0.1% | 0.04% | -10.0% |
| MCB | METROPOLITAN BK HLDG CORP | $519,000 | +26.6% | 4,868 | 0.0% | 0.04% | +16.1% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $512,000 | -28.6% | 7,703 | -16.9% | 0.04% | -35.2% |
| MO | ALTRIA GROUP INC | $514,000 | +4.0% | 10,844 | 0.0% | 0.04% | -5.4% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $509,000 | -10.4% | 781 | 0.0% | 0.04% | -18.6% | |
| ACVA | ACV AUCTIONS INC | $493,000 | +5.3% | 26,143 | 0.0% | 0.03% | -2.9% | |
| MELI | Buy | MERCADOLIBRE INC | $488,000 | -6.3% | 362 | +16.8% | 0.03% | -12.8% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $502,000 | +2.4% | 1,714 | +2.8% | 0.03% | -8.1% |
| JNK | SPDR SER TRbloomberg high y | $489,000 | -0.6% | 4,500 | 0.0% | 0.03% | -8.1% | |
| SNAP | Buy | SNAP INCcl a | $498,000 | -29.5% | 10,589 | +10.9% | 0.03% | -35.8% |
| PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $479,000 | -5.0% | 6,730 | 0.0% | 0.03% | -13.2% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $484,000 | +8.0% | 3,093 | +0.4% | 0.03% | -2.9% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $481,000 | +10.6% | 1,412 | +0.7% | 0.03% | 0.0% |
| VMW | Buy | VMWARE INC | $472,000 | -20.7% | 4,069 | +1.7% | 0.03% | -28.9% |
| TJX | TJX COS INC NEW | $461,000 | +15.2% | 6,066 | 0.0% | 0.03% | +6.7% | |
| Buy | GENERAL ELECTRIC CO | $467,000 | -6.6% | 4,941 | +1.8% | 0.03% | -15.8% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $457,000 | +19.0% | 2,132 | +1.2% | 0.03% | +6.9% |
| NSC | NORFOLK SOUTHN CORP | $458,000 | +24.5% | 1,537 | 0.0% | 0.03% | +10.7% | |
| NVDA | Buy | NVIDIA CORPORATION | $455,000 | +80.6% | 1,548 | +27.1% | 0.03% | +63.2% |
| BA | Buy | BOEING CO | $445,000 | -8.2% | 2,208 | +0.2% | 0.03% | -16.2% |
| WM | Buy | WASTE MGMT INC DEL | $456,000 | +12.9% | 2,730 | +1.0% | 0.03% | 0.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $450,000 | -0.9% | 8,524 | +0.1% | 0.03% | -8.8% |
| CSX | Buy | CSX CORP | $450,000 | +26.4% | 11,970 | +0.0% | 0.03% | +14.8% |
| CPT | CAMDEN PPTY TRsh ben int | $447,000 | +21.1% | 2,500 | 0.0% | 0.03% | +10.7% | |
| DLS | WISDOMTREE TRintl smcap div | $435,000 | -0.7% | 5,906 | 0.0% | 0.03% | -9.1% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $430,000 | +0.5% | 2,349 | 0.0% | 0.03% | -6.2% | |
| ETO | Buy | EATON VANCE TAX-ADVANTAGED G | $437,000 | +8.2% | 13,447 | +0.3% | 0.03% | -3.2% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $438,000 | -25.3% | 24,045 | -1.4% | 0.03% | -31.8% |
| BLK | Buy | BLACKROCK INC | $441,000 | +10.8% | 482 | +1.5% | 0.03% | 0.0% |
| HALO | HALOZYME THERAPEUTICS INC | $432,000 | -1.1% | 10,750 | 0.0% | 0.03% | -9.1% | |
| ASH | ASHLAND GLOBAL HLDGS INC | $431,000 | +21.1% | 4,000 | 0.0% | 0.03% | +11.1% | |
| AVGO | Sell | BROADCOM INC | $441,000 | +34.5% | 663 | -2.1% | 0.03% | +20.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $422,000 | +20.6% | 7,612 | +13.3% | 0.03% | +11.5% |
| FDX | Buy | FEDEX CORP | $422,000 | +18.2% | 1,632 | +0.4% | 0.03% | +7.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $426,000 | -47.6% | 3,585 | -34.7% | 0.03% | -52.5% |
| TGT | Buy | TARGET CORP | $429,000 | +1.2% | 1,854 | +0.1% | 0.03% | -9.4% |
| EVR | EVERCORE INCclass a | $408,000 | +1.7% | 3,000 | 0.0% | 0.03% | -6.7% | |
| ATH | ATHENE HOLDING LTDcl a | $401,000 | +21.1% | 4,807 | 0.0% | 0.03% | +12.0% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $415,000 | +8.9% | 3,448 | +1.0% | 0.03% | -3.4% |
| TEAM | ATLASSIAN CORP PLCcl a | $391,000 | -2.5% | 1,025 | 0.0% | 0.03% | -10.0% | |
| KMI | KINDER MORGAN INC DEL | $389,000 | -5.1% | 24,500 | 0.0% | 0.03% | -12.9% | |
| OKE | ONEOK INC NEW | $395,000 | +1.3% | 6,721 | 0.0% | 0.03% | -6.9% | |
| VOLT | VOLT INFORMATION SCIENCES IN | $391,000 | -18.0% | 134,234 | 0.0% | 0.03% | -25.0% | |
| CABO | CABLE ONE INC | $393,000 | -2.7% | 223 | 0.0% | 0.03% | -12.9% | |
| CB | CHUBB LIMITED | $378,000 | +11.5% | 1,955 | 0.0% | 0.03% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $383,000 | +8.8% | 5,250 | 0.0% | 0.03% | -3.7% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $378,000 | +17.0% | 4,491 | +1.1% | 0.03% | +8.3% |
| SO | Buy | SOUTHERN CO | $379,000 | +52.2% | 5,522 | +37.3% | 0.03% | +36.8% |
| WELL | WELLTOWER INC | $377,000 | +4.1% | 4,397 | 0.0% | 0.03% | -3.7% | |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $375,000 | +10.9% | 2,233 | +0.6% | 0.03% | 0.0% |
| CMI | CUMMINS INC | $373,000 | -2.9% | 1,711 | 0.0% | 0.03% | -10.3% | |
| RPM | RPM INTL INC | $370,000 | +30.3% | 3,660 | 0.0% | 0.02% | +19.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $369,000 | -15.9% | 7,547 | -13.4% | 0.02% | -24.2% |
| YUM | YUM BRANDS INC | $363,000 | +13.4% | 2,613 | 0.0% | 0.02% | +4.2% | |
| CVS | Buy | CVS HEALTH CORP | $360,000 | +27.7% | 3,489 | +5.1% | 0.02% | +19.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $359,000 | -7.0% | 3,175 | -14.6% | 0.02% | -13.8% |
| RC | READY CAPITAL CORP | $359,000 | +8.5% | 22,964 | 0.0% | 0.02% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $361,000 | +15.0% | 8,658 | 0.0% | 0.02% | +4.2% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $355,000 | +9.2% | 3,120 | 0.0% | 0.02% | -4.0% | |
| AOS | SMITH A O CORP | $343,000 | +40.6% | 4,000 | 0.0% | 0.02% | +33.3% | |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $350,000 | -0.3% | 7,000 | 0.0% | 0.02% | -11.1% | |
| ANGI | ANGI INC | $345,000 | -25.5% | 37,500 | 0.0% | 0.02% | -31.4% | |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $347,000 | +28.0% | 7,101 | +30.0% | 0.02% | +20.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $354,000 | -6.1% | 4,173 | -5.3% | 0.02% | -14.3% |
| DE | Buy | DEERE & CO | $347,000 | +3.3% | 1,013 | +1.1% | 0.02% | -4.0% |
| WPC | WP CAREY INC | $352,000 | +12.5% | 4,284 | 0.0% | 0.02% | 0.0% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $348,000 | +9.4% | 4,304 | +0.4% | 0.02% | 0.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $328,000 | -0.3% | 2,475 | +0.1% | 0.02% | -8.0% |
| CRM | SALESFORCE COM INC | $336,000 | -6.4% | 1,323 | 0.0% | 0.02% | -14.8% | |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $329,000 | – | 890 | +100.0% | 0.02% | – |
| BIDU | BAIDU INCspon adr rep a | $316,000 | -3.1% | 2,121 | 0.0% | 0.02% | -12.0% | |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $326,000 | -2.7% | 17,000 | 0.0% | 0.02% | -12.0% | |
| LIGHTSPEED COMMERCE INC | $323,000 | -58.1% | 8,000 | 0.0% | 0.02% | -62.1% | ||
| WTRG | ESSENTIAL UTILS INC | $309,000 | +16.6% | 5,758 | 0.0% | 0.02% | +5.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $313,000 | +12.6% | 2,000 | 0.0% | 0.02% | 0.0% | |
| DGRO | Buy | ISHARES TRcore div grwth | $312,000 | +51.5% | 5,618 | +37.3% | 0.02% | +31.2% |
| VTV | VANGUARD INDEX FDSvalue etf | $309,000 | +8.8% | 2,100 | 0.0% | 0.02% | 0.0% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $286,000 | +5.1% | 3,440 | -0.9% | 0.02% | -4.8% |
| AZN | ASTRAZENECA PLCsponsored adr | $287,000 | -3.0% | 4,925 | 0.0% | 0.02% | -9.1% | |
| NKE | Buy | NIKE INCcl b | $284,000 | +16.4% | 1,703 | +1.5% | 0.02% | +11.1% |
| NOBL | PROSHARES TRs&p 500 dv arist | $293,000 | +11.0% | 2,983 | 0.0% | 0.02% | 0.0% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $292,000 | +7.4% | 3,282 | -2.1% | 0.02% | -4.8% |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $288,000 | -7.1% | 4,030 | +0.3% | 0.02% | -13.0% |
| ANTM | ANTHEM INC | $291,000 | +24.4% | 627 | 0.0% | 0.02% | +11.1% | |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $282,000 | – | 8,548 | +100.0% | 0.02% | – |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $270,000 | +13.0% | 4,471 | -0.0% | 0.02% | +5.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $277,000 | +5.7% | 772 | +2.4% | 0.02% | -5.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $278,000 | -9.4% | 783 | -11.9% | 0.02% | -17.4% |
| MKC | MCCORMICK & CO INC | $279,000 | +19.2% | 2,892 | 0.0% | 0.02% | +5.6% | |
| DOCU | DOCUSIGN INC | $278,000 | -40.9% | 1,825 | 0.0% | 0.02% | -45.7% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $272,000 | +4.2% | 4,542 | 0.0% | 0.02% | -5.0% | |
| PSX | Sell | PHILLIPS 66 | $268,000 | -1.5% | 3,694 | -4.8% | 0.02% | -14.3% |
| ABT | Sell | ABBOTT LABS | $256,000 | +6.2% | 1,817 | -10.9% | 0.02% | 0.0% |
| ASAN | ASANA INCcl a | $262,000 | -28.0% | 3,508 | 0.0% | 0.02% | -33.3% | |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $258,000 | – | 3,794 | +100.0% | 0.02% | – |
| CMF | ISHARES TRcalif mun bd etf | $257,000 | +0.4% | 4,126 | 0.0% | 0.02% | -5.3% | |
| USB | Buy | US BANCORP DEL | $258,000 | -5.5% | 4,599 | +0.1% | 0.02% | -14.3% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $259,000 | -30.4% | 1,411 | -0.8% | 0.02% | -35.7% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $243,000 | +9.0% | 4,000 | 0.0% | 0.02% | 0.0% | |
| GHC | GRAHAM HLDGS CO | $243,000 | +7.0% | 386 | 0.0% | 0.02% | 0.0% | |
| ARES | ARES MANAGEMENT CORPORATION | $247,000 | +10.3% | 3,036 | 0.0% | 0.02% | 0.0% | |
| AGR | Buy | AVANGRID INC | $241,000 | +2.6% | 4,829 | +0.1% | 0.02% | -5.6% |
| CAT | New | CATERPILLAR INC | $241,000 | – | 1,167 | +100.0% | 0.02% | – |
| WY | WEYERHAEUSER CO MTN BE | $245,000 | +15.6% | 5,949 | 0.0% | 0.02% | +6.2% | |
| DUK | DUKE ENERGY CORP NEW | $246,000 | +7.4% | 2,342 | 0.0% | 0.02% | 0.0% | |
| ABNB | Buy | AIRBNB INC | $242,000 | +1.3% | 1,455 | +2.3% | 0.02% | -5.6% |
| TXN | Buy | TEXAS INSTRS INC | $247,000 | -0.8% | 1,311 | +1.4% | 0.02% | -10.5% |
| MMC | MARSH & MCLENNAN COS INC | $244,000 | +15.1% | 1,401 | 0.0% | 0.02% | +6.2% | |
| GIS | GENERAL MLS INC | $227,000 | +12.9% | 3,365 | 0.0% | 0.02% | +6.7% | |
| ILMN | ILLUMINA INC | $229,000 | -6.5% | 603 | 0.0% | 0.02% | -15.8% | |
| EZU | Buy | ISHARES INCmsci eurzone etf | $212,000 | +3.4% | 4,317 | +1.3% | 0.02% | 0.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $218,000 | -13.1% | 1,024 | -10.3% | 0.02% | -21.1% |
| FAST | New | FASTENAL CO | $225,000 | – | 3,506 | +100.0% | 0.02% | – |
| DHR | Sell | DANAHER CORPORATION | $207,000 | -18.5% | 629 | -24.5% | 0.01% | -26.3% |
| BIIB | BIOGEN INC | $211,000 | -14.9% | 878 | 0.0% | 0.01% | -26.3% | |
| VOX | New | VANGUARD WORLD FDS | $204,000 | – | 1,505 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $203,000 | – | 2,630 | +100.0% | 0.01% | – |
| BKCC | BLACKROCK CAP INVT CORP | $174,000 | +3.6% | 43,586 | 0.0% | 0.01% | -7.7% | |
| SIRI | SIRIUS XM HOLDINGS INC | $173,000 | +4.2% | 27,166 | 0.0% | 0.01% | -7.7% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $165,000 | -5.7% | 21,054 | +1.1% | 0.01% | -15.4% |
| ZETA | ZETA GLOBAL HOLDINGS CORPcl a | $144,000 | +44.0% | 17,070 | 0.0% | 0.01% | +25.0% | |
| XPDI | New | POWER & DIGITAL INFRA ACQ CO | $110,000 | – | 10,000 | +100.0% | 0.01% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $120,000 | – | 15,000 | +100.0% | 0.01% | – |
| GSAT | GLOBALSTAR INC | $104,000 | -30.7% | 90,000 | 0.0% | 0.01% | -36.4% | |
| TSPQU | TCW SPECIAL PURPOSE ACQU CORunit 99/99/9999 | $99,000 | 0.0% | 10,000 | 0.0% | 0.01% | 0.0% | |
| DOMA HOLDINGS INC*w exp 07/28/202 | $48,000 | -32.4% | 50,000 | 0.0% | 0.00% | -40.0% | ||
| GVP | GSE SYS INC | $40,000 | +14.3% | 23,590 | 0.0% | 0.00% | 0.0% | |
| BYFC | BROADWAY FINL CORP DEL | $23,000 | -30.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
| MDVL | MEDAVAIL HOLDINGS INC | $33,000 | -52.2% | 23,741 | 0.0% | 0.00% | -60.0% | |
| NINE | NINE ENERGY SERVICE INC | $20,000 | -45.9% | 20,000 | 0.0% | 0.00% | -66.7% | |
| OTONOMO TECHNOLOGIES LTD*w exp 08/13/202 | $6,000 | -62.5% | 20,000 | 0.0% | 0.00% | -100.0% | ||
| ATY | Exit | ACUITYADS HLDGS INC | $0 | – | -13,200 | -100.0% | -0.01% | – |
| NYT | Exit | NEW YORK TIMES COcl a | $0 | – | -4,101 | -100.0% | -0.02% | – |
| ACCD | Exit | ACCOLADE INC | $0 | – | -5,004 | -100.0% | -0.02% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -1,935 | -100.0% | -0.02% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,106 | -100.0% | -0.02% | – |
| C | Exit | CITIGROUP INC | $0 | – | -4,232 | -100.0% | -0.02% | – |
| NYF | Exit | ISHARES TRnew york mun etf | $0 | – | -6,202 | -100.0% | -0.03% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -1,625 | -100.0% | -0.03% | – |
| NSTG | Exit | NANOSTRING TECHNOLOGIES INC | $0 | – | -8,000 | -100.0% | -0.03% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -1,322 | -100.0% | -0.04% | – |
| FRT | Exit | FEDERAL RLTY INVT TRsh ben int new | $0 | – | -7,885 | -100.0% | -0.07% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -68,309 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.