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
MCD
Mcdonalds Corp

Consumer Cyclical
572
+ 6.36%
$288.47 - $316.54 $165K - $181K
9.56K $2.77M
AB
Alliancebernstein Holding L.P.

Financial Services
201
+ 2.07%
$34.59 - $38.68 $6.95K - $7.77K
9.9K $367K
IWM
Ishares Russell 2000 ETF

ETFs
124
+ 0.81%
$216.13 - $242.4 $26.8K - $30.1K
15.4K $3.39M
AGNC
Agnc Investment Corp.

Real Estate
4.41K
+ 36.36%
$9.21 - $10.59 $40.6K - $46.7K
16.5K $152K
VTRS
Viatris Inc

Healthcare
1.06K
+ 8.42%
$11.32 - $13.37 $12K - $14.2K
13.6K $169K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$116.4 - $138.52 $116 - $139
2.39K $302K
RTX
Raytheon Technologies Corp

Industrials
611
+ 6.48%
$114.45 - $127.21 $69.9K - $77.7K
10K $1.16M
MTB
M&T Bank Corp

Financial Services
3
+ 0.17%
$172.48 - $221.95 $517 - $666
1.79K $336K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.4K
+ 201.05%
$22.01 - $66.82 $448K - $1.36M
30.5K $691K
USB
Us Bancorp \De\

Financial Services
135
+ 2.46%
$43.98 - $53.66 $5.94K - $7.24K
5.62K $268K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
13
+ 0.65%
$129.96 - $144.97 $1.69K - $1.88K
2.02K $280K
MGC
Vanguard Mega Cap ETF

ETFs
6
+ 0.26%
$204.21 - $220.18 $1.23K - $1.32K
2.32K $493K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 2.34%
$1146.59 - $1270.6 $6.88K - $7.62K
262 $310K
IWC
Russell Micro Cap ETF

ETFs
2
+ 0.12%
$120.3 - $138.84 $241 - $278
1.71K $223K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
9
+ 0.27%
$417.69 - $450.94 $3.76K - $4.06K
3.37K $1.44M
PM
Philip Morris International Inc.

Consumer Defensive
173
+ 2.19%
$118.38 - $133.06 $20.5K - $23K
8.08K $972K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 200.0%
$22.4 - $68.28 $235K - $717K
15.7K $365K
DE
Deere & CO

Industrials
1
+ 0.07%
$389.45 - $466.0 $389 - $466
1.34K $566K
KIM
Kimco Realty Corp

Real Estate
152
+ 1.08%
$22.75 - $25.78 $3.46K - $3.92K
14.2K $333K
ALL
Allstate Corp

Financial Services
14
+ 1.26%
$181.25 - $208.2 $2.54K - $2.91K
1.13K $217K
DFAU
Dimensional ETF Tr

ETFs
26
+ 0.39%
$39.27 - $42.38 $1.02K - $1.1K
6.71K $271K
DFAS
Dimensional ETF Tr U S Small C

ETFs
58
+ 0.73%
$63.58 - $71.15 $3.69K - $4.13K
7.96K $518K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
91
+ 1.6%
$91.29 - $91.8 $8.31K - $8.35K
5.78K $528K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.23%
$87.25 - $95.52 $960 - $1.05K
4.72K $417K
DFSV
Dimensional ETF Tr Dimensional

ETFs
72
+ 0.43%
$30.18 - $33.87 $2.17K - $2.44K
16.9K $521K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
15
+ 0.67%
$104.52 - $115.08 $1.57K - $1.73K
2.27K $239K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
142
+ 4.77%
$96.64 - $101.23 $13.7K - $14.4K
3.12K $302K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
18
+ 0.2%
N/A
8.95K $363K
Core Scientific Inc New
2.5K
+ 4.5%
N/A
58K $0
Ge Healthcare Technologies I
15
+ 0.58%
N/A
2.6K $0
Brookfield Corp
283
+ 5.3%
N/A
5.63K $0
Ishares Bitcoin Trust ETF
46.2K
+ 661.31%
N/A
53.2K $0
Vanguard Calif Tax Free Fds
64
+ 0.9%
N/A
7.18K $0
Vanguard Mun Bd Fds
3.95K
+ 17.27%
N/A
26.8K $0
XLP
Consumer Staples Sector Spdr

ETFs
11
+ 0.37%
N/A
2.96K $224K
ROBO
Robo Global Robotics And Autom

ETFs
49
+ 0.52%
$55.06 - $58.6 $2.7K - $2.87K
9.5K $534K
YUM
Yum Brands Inc

Consumer Cyclical
157
+ 3.19%
$130.36 - $139.54 $20.5K - $21.9K
5.08K $682K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.08%
$128.08 - $140.32 $256 - $281
2.42K $312K
VCIT
Vanguard Intermediate Term Cor

ETFs
23
+ 0.74%
$80.13 - $83.77 $1.84K - $1.93K
3.14K $252K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
35
+ 1.48%
$108.6 - $115.42 $3.8K - $4.04K
2.39K $261K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9
+ 0.25%
$91.94 - $100.02 $827 - $900
3.55K $329K
OXY
Occidental Petroleum Corp

Energy
11
+ 0.22%
$45.36 - $55.91 $499 - $615
5.09K $251K
KLAC
Kla Corp

Technology
102
+ 19.54%
$614.46 - $829.55 $62.7K - $84.6K
624 $393K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
425
+ 1.9%
$10.01 - $10.82 $4.25K - $4.6K
22.8K $229K
GIS
General Mills Inc

Consumer Defensive
495
+ 11.29%
$62.78 - $74.62 $31.1K - $36.9K
4.88K $311K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
72
+ 0.54%
$77.02 - $78.58 $5.55K - $5.66K
13.3K $1.03M
DVYE
Ishares Emerging Markets Divid

ETFs
509
+ 5.5%
$25.42 - $29.74 $12.9K - $15.1K
9.76K $251K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
167
+ 0.86%
$113.92 - $127.38 $19K - $21.3K
19.7K $2.27M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
24
+ 0.36%
$238.25 - $261.28 $5.72K - $6.27K
6.73K $1.63M
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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