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
UBER
Uber Technologies, Inc

Technology
560
+ 16.59%
$59.93 - $86.34 $33.6K - $48.4K
3.94K $237K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
62
+ 0.44%
$25.18 - $26.55 $1.56K - $1.65K
14.1K $356K
VPU
Vanguard Utilities ETF

ETFs
32
+ 1.52%
$160.52 - $179.11 $5.14K - $5.73K
2.14K $349K
UPS
United Parcel Service Inc

Industrials
286
+ 5.4%
$122.65 - $138.35 $35.1K - $39.6K
5.58K $703K
IYR
Ishares Tr

ETFs
9
+ 0.42%
$90.74 - $102.87 $817 - $926
2.15K $200K
CSX
Csx Corp

Industrials
310
+ 2.44%
$31.58 - $36.88 $9.79K - $11.4K
13K $420K
SBUX
Starbucks Corp

Consumer Cyclical
329
+ 4.22%
$87.44 - $102.5 $28.8K - $33.7K
8.13K $740K
IDEV
Ishares Core Msci Intl Develop

ETFs
41
+ 1.12%
$64.18 - $70.42 $2.63K - $2.89K
3.7K $238K
DGRO
Ishares Core Dividend Growth E

ETFs
130
+ 0.6%
$60.73 - $64.94 $7.89K - $8.44K
21.7K $1.33M
SO
Southern CO

Utilities
14
+ 0.48%
$81.5 - $94.15 $1.14K - $1.32K
2.95K $242K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
41
+ 1.0%
$99.2 - $108.47 $4.07K - $4.45K
4.16K $413K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.08%
$134.53 - $150.65 $673 - $753
6.6K $893K
PFE
Pfizer Inc

Healthcare
6.03K
+ 7.76%
$24.8 - $30.19 $149K - $182K
83.7K $2.22M
BNY
Blackrock New York Municipal Income Trust

Financial Services
625
+ 1.44%
$10.13 - $11.07 $6.33K - $6.92K
44.1K $449K
IWD
Ishares Russell 1000 Val ETF

ETFs
141
+ 1.12%
$183.23 - $199.79 $25.8K - $28.2K
12.8K $2.37M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
731
+ 4.84%
$67.29 - $73.38 $49.2K - $53.6K
15.8K $1.07M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
58
+ 1.11%
$63.27 - $70.31 $3.67K - $4.08K
5.28K $334K
PML
Pimco Municipal Income Fund Ii

Financial Services
231
+ 0.78%
$8.02 - $9.52 $1.85K - $2.2K
29.9K $241K
IEFA
Ishares Tr

ETFs
126
+ 2.03%
$70.06 - $77.43 $8.83K - $9.76K
6.33K $444K
D
Dominion Energy, Inc

Utilities
67
+ 0.59%
$52.63 - $60.92 $3.53K - $4.08K
11.4K $615K
DVY
Ishares Tr

ETFs
258
+ 1.13%
$129.55 - $143.41 $33.4K - $37K
23.1K $3.03M
ADBE
Adobe Inc.

Technology
18
+ 2.01%
$437.39 - $552.96 $7.87K - $9.95K
912 $405K
EEM
Ishares Msci Emerging Markets

ETFs
172
+ 1.08%
$41.82 - $47.36 $7.19K - $8.15K
16.1K $671K
ICLN
Ishares

ETFs
1.31K
+ 5.72%
$11.35 - $14.51 $14.9K - $19K
24.2K $275K
KMB
Kimberly Clark Corp

Consumer Defensive
14
+ 0.24%
$130.37 - $146.09 $1.83K - $2.05K
5.81K $761K
VEA
Vanguard Ftse Developed Market

ETFs
1.71K
+ 5.47%
$47.57 - $52.44 $81.3K - $89.6K
32.9K $1.58M
CAT
Caterpillar Inc

Industrials
1
+ 0.04%
$360.37 - $416.88 $360 - $417
2.73K $989K
AMT
American Tower Corp

Real Estate
900
+ 17.54%
$179.4 - $232.01 $161K - $209K
6.03K $1.11M
LMT
Lockheed Martin Corp

Industrials
16
+ 1.68%
$479.66 - $614.62 $7.67K - $9.83K
969 $470K
EBAY
Ebay Inc

Consumer Cyclical
510
+ 1.22%
$57.51 - $67.17 $29.3K - $34.3K
42.4K $2.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
154
+ 0.62%
$442.29 - $483.08 $68.1K - $74.4K
25.1K $11.4M
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.26%
$164.99 - $203.87 $2.64K - $3.26K
6.2K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
662
+ 11.4%
$485.52 - $625.25 $321K - $414K
6.47K $3.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
511
+ 2.55%
$75.1 - $82.99 $38.4K - $42.4K
20.6K $1.56M
GE
General Electric CO

Industrials
45
+ 0.66%
$159.95 - $194.23 $7.2K - $8.74K
6.84K $1.14M
KO
Coca Cola CO

Consumer Defensive
73
+ 0.42%
$61.74 - $71.71 $4.51K - $5.23K
17.4K $1.08M
MSFT
Microsoft Corp

Technology
1.56K
+ 1.64%
$406.35 - $454.46 $635K - $710K
96.8K $40.8M
VZ
Verizon Communications Inc

Communication Services
939
+ 2.17%
$39.6 - $45.21 $37.2K - $42.5K
44.3K $1.77M
NEE
Nextera Energy Inc

Utilities
2.54K
+ 8.8%
$69.77 - $85.43 $177K - $217K
31.4K $2.25M
PEP
Pepsico Inc

Consumer Defensive
445
+ 3.01%
$151.29 - $176.1 $67.3K - $78.4K
15.2K $2.32M
UNP
Union Pacific Corp

Industrials
3
+ 0.03%
$223.15 - $249.32 $669 - $748
11.2K $2.56M
CI
Cigna Corp

Healthcare
61
+ 1.53%
$265.59 - $358.58 $16.2K - $21.9K
4.05K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 0.61%
$501.29 - $612.85 $8.52K - $10.4K
2.82K $1.46M
ED
Consolidated Edison Inc

Utilities
20
+ 0.09%
$88.87 - $107.38 $1.78K - $2.15K
22.4K $2M
MRK
Merck & Co., Inc.

Healthcare
372
+ 1.36%
$96.31 - $114.76 $35.8K - $42.7K
27.8K $2.76M
MTCH
Match Group, Inc.

Communication Services
155
+ 0.15%
$30.29 - $38.64 $4.69K - $5.99K
104K $3.39M
CMCSA
Comcast Corp

Communication Services
3.82K
+ 2.35%
$37.39 - $45.14 $143K - $172K
166K $6.24M
JNJ
Johnson & Johnson

Healthcare
431
+ 0.61%
$143.34 - $165.86 $61.8K - $71.5K
71.6K $10.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
54.6K
+ 2.22%
$131.66 - $144.0 $7.19M - $7.87M
2.52M $332M
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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