Joel Isaacson & Co., LLC New Holdings in Q4 2024

Joel Isaacson & Co., LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BHF
Brighthouse Financial, Inc.

Financial Services
13.4K
New
$43.95 - $52.91 $588K - $708K
13.4K $642K
IWV
Ishares Russell 3000 ETF

ETFs
1.89K
New
$323.08 - $349.08 $611K - $660K
1.89K $631K
ARES
Ares Management Corp

Financial Services
3.13K
New
$153.38 - $183.7 $480K - $575K
3.13K $554K
COF
Capital One Financial Corp

Financial Services
3.02K
New
$145.19 - $192.01 $439K - $581K
3.02K $539K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
41.2K
New
$12.78 - $13.52 $526K - $556K
41.2K $527K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.84K
New
$216.72 - $244.71 $398K - $450K
1.84K $432K
VHT
Vanguard Health Care ETF

ETFs
1.39K
New
$250.81 - $283.3 $349K - $394K
1.39K $353K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.5K
New
$25.93 - $105.3 $298K - $1.21M
11.5K $319K
GBDC
Golub Capital Bdc, Inc.

Financial Services
20.8K
New
$14.69 - $15.67 $305K - $326K
20.8K $314K
SHW
Sherwin Williams CO

Basic Materials
897
New
$338.75 - $399.71 $304K - $359K
897 $304K
XLU
Utilities Sector Spdr

ETFs
3.27K
New
$74.89 - $82.93 $245K - $271K
3.27K $247K
MSTR
Microstrategy Inc

Technology
807
New
$162.69 - $473.83 $131K - $382K
807 $233K
IOO
Ishares Tr Global 100 ETF

ETFs
2.27K
New
$97.46 - $103.45 $222K - $235K
2.27K $229K
IWN
Ishares Russell2000 Val ETF

ETFs
1.33K
New
$162.69 - $181.35 $216K - $241K
1.33K $217K
XLY
Select Sector Spdr Consumer Di

ETFs
958
New
$194.8 - $239.43 $187K - $229K
958 $214K
EVR
Evercore Inc.

Financial Services
752
New
$247.66 - $315.67 $186K - $237K
752 $208K
COP
Conocophillips

Energy
2.05K
New
$95.12 - $114.72 $195K - $236K
2.05K $203K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.4K
New
$7.33 - $12.37 $76K - $128K
10.4K $109K
Lam Research Corp
12K
New
N/A
12K $0
Ishares Ethereum Tr
20.5K
New
N/A
20.5K $0
Grayscale Bitcoin Mini Tr Et
8.92K
New
N/A
8.92K $0
Fidelity Wise Origin Bitcoin
6.14K
New
N/A
6.14K $0
Tidal ETF Tr
4.45K
New
N/A
4.45K $0
Blackrock Inc
1.57K
New
N/A
1.57K $0
Amplify ETF Tr
3.04K
New
N/A
3.04K $0
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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