Joel Isaacson & Co., LLC Incresed Positions in Q3 2024

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
22
+ 0.54%
$95.1 - $106.76 $2.09K - $2.35K
4.12K $439K
AMD
Advanced Micro Devices Inc

Technology
248
+ 7.64%
$128.67 - $183.96 $31.9K - $45.6K
3.49K $572K
HSY
Hershey CO

Consumer Defensive
153
+ 8.37%
$182.45 - $203.25 $27.9K - $31.1K
1.98K $379K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
58
+ 0.58%
$59.93 - $66.52 $3.48K - $3.86K
10.1K $673K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5
+ 0.21%
$108.65 - $139.41 $543 - $697
2.4K $334K
VCR
Vanguard Consumer Discretionar

ETFs
3
+ 0.21%
$291.88 - $341.94 $876 - $1.03K
1.44K $491K
LIT
Global X Fds Global X Lithium

ETFs
41
+ 0.53%
$35.01 - $43.59 $1.44K - $1.79K
7.75K $337K
SO
Southern CO

Utilities
14
+ 0.48%
$77.0 - $90.52 $1.08K - $1.27K
2.94K $264K
OMC
Omnicom Group Inc.

Communication Services
19
+ 0.77%
$87.69 - $103.9 $1.67K - $1.97K
2.5K $258K
USB
Us Bancorp \De\

Financial Services
7
+ 0.13%
$39.04 - $47.23 $273 - $331
5.49K $251K
SCHW
Schwab Charles Corp

Financial Services
1.3K
+ 22.31%
$61.74 - $76.08 $80.2K - $98.8K
7.12K $461K
IBB
Ishares Biotechnology ETF

ETFs
59
+ 2.16%
$135.09 - $149.47 $7.97K - $8.82K
2.79K $406K
ELV
Elevance Health, Inc.

Healthcare
103
+ 9.04%
$500.12 - $562.29 $51.5K - $57.9K
1.24K $646K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
39
+ 0.3%
$76.38 - $78.87 $2.98K - $3.08K
13.2K $1.04M
PML
Pimco Municipal Income Fund Ii

Financial Services
401
+ 1.37%
$8.4 - $9.39 $3.37K - $3.77K
29.6K $278K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.08%
$119.52 - $132.25 $239 - $265
2.42K $319K
SRE
Sempra Energy

Utilities
6
+ 0.18%
$74.97 - $84.04 $450 - $504
3.41K $285K
KMB
Kimberly Clark Corp

Consumer Defensive
15
+ 0.26%
$135.05 - $148.35 $2.03K - $2.23K
5.8K $824K
CDZI
Cadiz Inc

Utilities
8.5K
+ 70.83%
$2.91 - $3.82 $24.7K - $32.5K
20.5K $62K
IXUS
Ishares Tr

ETFs
7
+ 0.14%
$64.9 - $73.35 $454 - $513
4.93K $357K
MGC
Vanguard Mega Cap ETF

ETFs
13
+ 0.57%
$185.93 - $206.64 $2.42K - $2.69K
2.31K $477K
XLG
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.15%
$42.54 - $47.97 $766 - $863
12.2K $580K
DVYE
Ishares Emerging Markets Divid

ETFs
252
+ 2.8%
$25.71 - $29.05 $6.48K - $7.32K
9.25K $265K
BNY
Blackrock New York Municipal Income Trust

Financial Services
520
+ 1.21%
$10.65 - $11.03 $5.54K - $5.74K
43.4K $477K
AB
Alliancebernstein Holding L.P.

Financial Services
193
+ 2.03%
$31.87 - $35.39 $6.15K - $6.83K
9.7K $338K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
60
+ 0.43%
$23.75 - $26.54 $1.43K - $1.59K
14K $372K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27
+ 0.92%
$96.25 - $101.98 $2.6K - $2.75K
2.98K $301K
AGNC
Agnc Investment Corp.

Real Estate
387
+ 3.3%
$9.48 - $10.66 $3.67K - $4.13K
12.1K $126K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.1%
$116.79 - $133.54 $234 - $267
2K $264K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
73
+ 1.3%
$91.42 - $91.82 $6.67K - $6.7K
5.69K $522K
Ge Vernova Inc
10
+ 0.6%
N/A
1.68K $0
2023 ETF Series Trust Ii
3.14K
+ 27.35%
N/A
14.6K $0
Ge Healthcare Technologies I
14
+ 0.54%
N/A
2.58K $0
Vanguard Calif Tax Free Fds
93
+ 1.32%
N/A
7.11K $0
Gse Sys Inc
13.6K
+ 96.03%
N/A
27.8K $0
Investment Managers Ser Tr I
820
+ 12.07%
N/A
7.62K $0
Vanguard Mun Bd Fds
2.68K
+ 13.26%
N/A
22.9K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
19
+ 0.21%
$37.19 - $44.15 $707 - $839
8.93K $362K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
86
+ 1.3%
$211.47 - $281.27 $18.2K - $24.2K
6.71K $1.65M
WFC
Wells Fargo & Company

Financial Services
313
+ 0.7%
$51.58 - $60.97 $16.1K - $19.1K
45.2K $2.55M
EL
Estee Lauder Companies Inc

Consumer Defensive
817
+ 1.79%
$84.18 - $106.5 $68.8K - $87K
46.4K $4.63M
MRK
Merck & Co., Inc.

Healthcare
383
+ 1.42%
$111.15 - $128.97 $42.6K - $49.4K
27.4K $3.11M
GOOG
Alphabet Inc.

Communication Services
20.5K
+ 4.41%
$149.54 - $192.66 $3.07M - $3.95M
485K $81.1M
GOOGL
Alphabet Inc.

Communication Services
17.4K
+ 3.78%
$148.65 - $191.18 $2.58M - $3.32M
477K $79.1M
Activity Summary
Buys All Purchases 176 New Holdings 31 Increased Positions 145 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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