Joel Isaacson & Co., LLC Incresed Positions in Q4 2024

Joel Isaacson & Co., LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
2.81K
+ 26.15%
$168.32 - $181.87 $473K - $511K
13.6K $2.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
17
+ 0.09%
$316.94 - $357.88 $5.39K - $6.08K
18.7K $6.43M
LLY
Eli Lilly & CO

Healthcare
1.2K
+ 24.76%
$727.2 - $932.06 $870K - $1.11M
6.03K $4.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.35K
+ 11.06%
$94.43 - $105.47 $222K - $248K
23.6K $2.4M
CSCO
Cisco Systems, Inc.

Technology
3.41K
+ 13.46%
$52.45 - $60.02 $179K - $205K
28.8K $1.7M
V
Visa Inc.

Financial Services
58
+ 0.77%
$273.87 - $320.91 $15.9K - $18.6K
7.62K $2.41M
WMT
Walmart Inc.

Consumer Defensive
340
+ 1.16%
$79.1 - $95.7 $26.9K - $32.5K
29.7K $2.68M
FDX
Fedex Corp

Industrials
901
+ 53.13%
$260.5 - $305.15 $235K - $275K
2.6K $730K
ACN
Accenture PLC

Technology
718
+ 53.7%
$343.9 - $376.86 $247K - $271K
2.06K $722K
TXN
Texas Instruments Inc

Technology
1.25K
+ 40.3%
N/A
4.35K $845K
ABT
Abbott Laboratories

Healthcare
1.96K
+ 95.6%
$111.93 - $119.39 $219K - $234K
4K $452K
EPD
Enterprise Products Partners L.P.

Energy
64
+ 0.07%
$28.66 - $34.43 $1.83K - $2.2K
95.9K $3.01M
XLC
Select Sector Spdr Tr Communic

ETFs
554
+ 2.42%
$89.66 - $102.16 $49.7K - $56.6K
23.5K $2.27M
IVV
Ishares Core S&P 500 ETF

ETFs
73
+ 0.59%
$570.51 - $610.59 $41.6K - $44.6K
12.5K $7.35M
CRM
Salesforce, Inc.

Technology
85
+ 3.62%
$270.87 - $367.87 $23K - $31.3K
2.43K $813K
VOT
Vanguard Mid Cap Growth Index

ETFs
393
+ 5.71%
$241.48 - $274.89 $94.9K - $108K
7.28K $1.85M
BK
Bank Of New York Mellon Corp

Financial Services
23
+ 0.07%
$70.82 - $81.87 $1.63K - $1.88K
33.6K $2.58M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.98K
+ 32.35%
N/A
24.4K $623K
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 1.17%
$873.59 - $994.69 $38.4K - $43.8K
3.8K $3.48M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.09K
+ 13.8%
$77.25 - $91.3 $84.2K - $99.5K
8.99K $767K
VXF
Vanguard Extended Market ETF

ETFs
615
+ 18.29%
$179.17 - $207.15 $110K - $127K
3.98K $755K
XLE
Energy Sector Spdr

ETFs
2.18K
+ 10.45%
$83.32 - $97.27 $182K - $212K
23K $1.97M
OKE
Oneok Inc

Energy
30
+ 0.2%
$92.28 - $117.05 $2.77K - $3.51K
14.9K $1.49M
IVE
Ishares S&P 500 Value ETF

ETFs
897
+ 17.48%
$189.5 - $206.17 $170K - $185K
6.03K $1.15M
ITW
Illinois Tool Works Inc

Industrials
619
+ 26.49%
$253.56 - $278.5 $157K - $172K
2.96K $749K
SPOT
Spotify Technology S.A.

Communication Services
29
+ 1.9%
$362.95 - $502.38 $10.5K - $14.6K
1.56K $697K
ABNB
Airbnb, Inc.

Consumer Cyclical
853
+ 29.3%
$125.36 - $147.37 $107K - $126K
3.76K $494K
T
At&T Inc.

Communication Services
3.55K
+ 7.15%
$21.22 - $23.88 $75.4K - $84.8K
53.2K $1.21M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.01%
$148.14 - $166.23 $148 - $166
14.9K $2.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.8K
+ 237.76%
$26.93 - $84.95 $964K - $3.04M
50.8K $1.39M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
780
+ 7.52%
$100.18 - $109.1 $78.1K - $85.1K
11.2K $1.17M
SPG
Simon Property Group Inc

Real Estate
582
+ 17.14%
$167.23 - $183.84 $97.3K - $107K
3.98K $685K
VNQ
Vanguard Specialized Funds Van

ETFs
2.52K
+ 18.72%
$87.85 - $98.6 $221K - $248K
16K $1.42M
BA
Boeing CO

Industrials
50
+ 1.47%
$138.14 - $180.72 $6.91K - $9.04K
3.44K $608K
ITOT
Ishares Core S&P Total U.S. St

ETFs
89
+ 0.34%
$124.26 - $134.12 $11.1K - $11.9K
26.2K $3.37M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3
+ 0.13%
$138.3 - $192.95 $415 - $579
2.4K $424K
SCHW
Schwab Charles Corp

Financial Services
256
+ 3.59%
$63.31 - $82.85 $16.2K - $21.2K
7.38K $546K
GLD
Spdr Gold Trust

ETFs
362
+ 1.97%
$236.59 - $257.5 $85.6K - $93.2K
18.7K $4.53M
MA
Mastercard Inc

Financial Services
35
+ 2.34%
$491.3 - $536.15 $17.2K - $18.8K
1.53K $806K
IXUS
Ishares Tr

ETFs
1.48K
+ 30.08%
$65.95 - $72.56 $97.7K - $108K
6.41K $423K
IBM
International Business Machines Corp

Technology
390
+ 2.35%
$204.9 - $238.04 $79.9K - $92.8K
17K $3.73M
NOC
Northrop Grumman Corp

Industrials
315
+ 21.89%
$466.52 - $543.88 $147K - $171K
1.75K $823K
TGT
Target Corp

Consumer Defensive
783
+ 30.51%
$121.59 - $160.69 $95.2K - $126K
3.35K $452K
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.42%
$328.51 - $401.37 $1.97K - $2.41K
1.45K $544K
C
Citigroup Inc

Financial Services
375
+ 11.6%
$61.31 - $72.5 $23K - $27.2K
3.61K $254K
XLG
Invesco Exchange Traded Fd Tr

ETFs
368
+ 3.01%
$46.94 - $51.62 $17.3K - $19K
12.6K $628K
MO
Altria Group, Inc.

Consumer Defensive
351
+ 2.19%
$49.06 - $57.74 $17.2K - $20.3K
16.4K $855K
HD
Home Depot, Inc.

Consumer Cyclical
583
+ 4.98%
$385.02 - $431.37 $224K - $251K
12.3K $4.78M
CVX
Chevron Corp

Energy
488
+ 3.27%
$141.15 - $162.53 $68.9K - $79.3K
15.4K $2.23M
Activity Summary
Buys All Purchases 226 New Holdings 26 Increased Positions 200 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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