Joel Isaacson & Co., LLC Sells in Q4 2024

Joel Isaacson & Co., LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EL
Estee Lauder Companies Inc

Consumer Defensive
-17.3K
- 37.31%
$62.74 - $97.24 $1.09M - $1.68M
29.1K $2.18M
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
-182K
- 20.98%
$3.4 - $4.66 $620K - $850K
687K $2.43M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-25
- 0.75%
$701.85 - $1046.91 $17.5K - $26.2K
3.3K $2.35M
XOM
Exxon Mobil Corp

Energy
-1.59K
- 2.28%
$105.51 - $125.37 $168K - $200K
68.2K $7.34M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-581
- 0.12%
$90.66 - $99.46 $52.7K - $57.8K
484K $44M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-2.22K
- 0.32%
$23.75 - $25.68 $52.7K - $57K
701K $16.8M
DEO
Diageo PLC

Consumer Defensive
-1.43K
- 14.9%
$118.0 - $139.88 $169K - $201K
8.19K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-661
- 1.0%
$44.04 - $49.49 $29.1K - $32.7K
65.6K $2.89M
INTC
Intel Corp

Technology
-6.11K
- 14.43%
$19.07 - $26.23 $116K - $160K
36.2K $726K
AMD
Advanced Micro Devices Inc

Technology
-837
- 23.97%
$118.88 - $172.8 $99.5K - $145K
2.66K $320K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.79K
- 40.2%
$31.23 - $33.51 $212K - $227K
10.1K $317K
VBR
Vanguard Small Cap Value ETF

ETFs
-719
- 1.85%
$197.36 - $217.3 $142K - $156K
38.1K $7.55M
DAL
Delta Air Lines, Inc.

Industrials
-5.5K
- 47.87%
$47.46 - $65.77 $261K - $362K
5.99K $362K
WMG
Warner Music Group Corp.

Communication Services
-3.5K
- 1.21%
$30.73 - $33.67 $108K - $118K
287K $8.88M
VT
Vanguard Total World Stk Index

ETFs
-53
- 0.09%
$117.09 - $123.07 $6.21K - $6.52K
57.5K $6.76M
UL
Unilever PLC

Consumer Defensive
-290
- 2.05%
$56.7 - $64.64 $16.4K - $18.7K
13.8K $785K
QCOM
Qualcomm Inc

Technology
-138
- 2.21%
$150.4 - $178.04 $20.8K - $24.6K
6.12K $940K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-215
- 2.06%
$42.57 - $61.09 $9.15K - $13.1K
10.2K $489K
NVS
Novartis Ag

Healthcare
-160
- 3.31%
$96.78 - $117.18 $15.5K - $18.7K
4.68K $455K
NSC
Norfolk Southern Corp

Industrials
-78
- 1.39%
$230.6 - $277.0 $18K - $21.6K
5.55K $1.3M
BAC
Bank Of America Corp

Financial Services
-11K
- 11.63%
$39.22 - $47.77 $432K - $526K
83.7K $3.68M
DUK
Duke Energy Corp

Utilities
-333
- 8.47%
$105.76 - $120.76 $35.2K - $40.2K
3.6K $387K
AZN
Astrazeneca PLC

Healthcare
-58
- 1.22%
$63.2 - $79.58 $3.67K - $4.62K
4.7K $307K
CGEN
Compugen LTD

Healthcare
-30K
- 57.69%
$1.41 - $1.93 $42.3K - $57.9K
22K $33K
RC
Ready Capital Corp

Real Estate
-1.46K
- 2.78%
$6.71 - $7.57 $9.77K - $11K
50.9K $347K
VOE
Vanguard Mid Cap Value Index F

ETFs
-15
- 0.23%
$160.89 - $176.18 $2.41K - $2.64K
6.51K $1.05M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-20
- 0.36%
$62.71 - $68.47 $1.25K - $1.37K
5.54K $348K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-44
- 0.81%
$563.99 - $620.12 $24.8K - $27.3K
5.41K $3.08M
GHC
Graham Holdings CO

Consumer Defensive
-50
- 14.29%
$771.16 - $960.36 $38.6K - $48K
300 $261K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-35
- 2.4%
$209.89 - $233.24 $7.35K - $8.16K
1.42K $302K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16
- 0.24%
$71.75 - $75.11 $1.15K - $1.2K
6.78K $487K
BMY
Bristol Myers Squibb CO

Healthcare
-2.57K
- 9.53%
$51.92 - $59.94 $133K - $154K
24.4K $1.38M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2
- 0.04%
$94.77 - $97.36 $190 - $195
5K $477K
HOOD
Robinhood Markets, Inc.

Technology
-5K
- 39.28%
$22.33 - $43.2 $112K - $216K
7.73K $287K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-934
- 19.43%
$45.39 - $62.98 $42.4K - $58.8K
3.87K $219K
2023 ETF Series Trust Ii
-4.31K
- 29.5%
N/A
10.3K $0
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-75
- 1.86%
$51.33 - $58.78 $3.85K - $4.41K
3.97K $213K
CDZI
Cadiz Inc

Utilities
-8.5K
- 41.46%
$2.92 - $5.2 $24.8K - $44.2K
12K $62K
Ftai Aviation LTD
-4K
- 10.26%
N/A
35K $0
Ge Vernova Inc
-83
- 4.93%
N/A
1.6K $0
Investment Managers Ser Tr I
-240
- 3.15%
N/A
7.38K $0
IAT
Ishares Tr

ETFs
-1
- 0.02%
$46.07 - $56.9 $46.1 - $56.9
5.11K $257K
ADP
Automatic Data Processing Inc

Industrials
-64
- 1.52%
$280.08 - $307.97 $17.9K - $19.7K
4.14K $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-100
- 3.1%
$172.07 - $207.36 $17.2K - $20.7K
3.12K $616K
COIN
Coinbase Global, Inc.

Technology
-1.03K
- 15.35%
$163.17 - $343.62 $167K - $352K
5.65K $1.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-210
- 5.39%
$213.65 - $479.86 $44.9K - $101K
3.68K $1.49M
XLK
Technology Sector Spdr

ETFs
-281
- 0.29%
$220.26 - $241.44 $61.9K - $67.8K
96.9K $22.5M
AVGO
Broadcom Inc.

Technology
-385
- 3.27%
$159.67 - $250.0 $61.5K - $96.3K
11.4K $2.64M
LC
Lending Club Corp

Financial Services
-36K
- 14.13%
$11.15 - $17.91 $401K - $645K
219K $3.54M
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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