Joel Isaacson & Co., LLC Sells in Q3 2024

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.25K
- 5.86%
$75.32 - $84.37 $94.1K - $105K
20.1K $1.68M
BUG
Global X Fds Cybersecurity ETF

ETFs
-75
- 0.65%
$27.33 - $31.1 $2.05K - $2.33K
11.4K $354K
GHC
Graham Holdings CO

Consumer Defensive
-36
- 9.33%
$688.99 - $821.72 $24.8K - $29.6K
350 $287K
BDX
Becton Dickinson & CO

Healthcare
-55
- 1.31%
$221.47 - $242.41 $12.2K - $13.3K
4.13K $996K
AOS
Smith A O Corp

Industrials
-88
- 2.15%
$76.95 - $91.98 $6.77K - $8.09K
4K $359K
PFF
Ishares Trust Ishares Pfd And

ETFs
-57
- 0.34%
$31.18 - $33.5 $1.78K - $1.91K
16.9K $560K
SPGI
S&P Global Inc.

Financial Services
-70
- 7.84%
$446.32 - $527.38 $31.2K - $36.9K
823 $425K
ACN
Accenture PLC

Technology
-105
- 7.28%
$295.44 - $355.81 $31K - $37.4K
1.34K $472K
LOW
Lowes Companies Inc

Consumer Cyclical
-55
- 5.18%
$213.3 - $270.78 $11.7K - $14.9K
1.01K $272K
NVS
Novartis Ag

Healthcare
-25
- 0.51%
$106.13 - $120.89 $2.65K - $3.02K
4.84K $556K
CL
Colgate Palmolive CO

Consumer Defensive
-210
- 2.2%
$95.54 - $108.77 $20.1K - $22.8K
9.32K $967K
V
Visa Inc.

Financial Services
-184
- 2.38%
$253.74 - $291.56 $46.7K - $53.6K
7.56K $2.08M
SPG
Simon Property Group Inc

Real Estate
-60
- 1.74%
$146.09 - $170.11 $8.77K - $10.2K
3.4K $573K
SBUX
Starbucks Corp

Consumer Cyclical
-1.33K
- 14.59%
$72.51 - $98.6 $96.6K - $131K
7.8K $760K
MKC
Mccormick & CO Inc

Consumer Defensive
-435
- 4.89%
$69.44 - $84.76 $30.2K - $36.9K
8.46K $696K
MO
Altria Group, Inc.

Consumer Defensive
-449
- 2.73%
$45.95 - $54.71 $20.6K - $24.6K
16K $817K
NFLX
Netflix Inc

Communication Services
-127
- 2.5%
$598.55 - $722.26 $76K - $91.7K
4.94K $3.51M
LMT
Lockheed Martin Corp

Industrials
-55
- 5.46%
$460.3 - $584.56 $25.3K - $32.2K
953 $557K
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.28%
$201.87 - $242.35 $1.82K - $2.18K
3.19K $747K
NOC
Northrop Grumman Corp

Industrials
-40
- 2.7%
$423.73 - $533.14 $16.9K - $21.3K
1.44K $759K
CSCO
Cisco Systems, Inc.

Technology
-620
- 2.39%
$44.74 - $53.22 $27.7K - $33K
25.4K $1.35M
KO
Coca Cola CO

Consumer Defensive
-220
- 1.25%
$62.69 - $73.01 $13.8K - $16.1K
17.3K $1.25M
T
At&T Inc.

Communication Services
-811
- 1.61%
$18.21 - $22.28 $14.8K - $18.1K
49.7K $1.09M
ABBV
Abb Vie Inc.

Healthcare
-97
- 1.55%
$163.84 - $199.33 $15.9K - $19.3K
6.18K $1.22M
ED
Consolidated Edison Inc

Utilities
-2.03K
- 8.32%
$88.42 - $104.97 $180K - $213K
22.4K $2.33M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-33
- 0.6%
$523.84 - $572.02 $17.3K - $18.9K
5.46K $3.11M
AMT
American Tower Corp

Real Estate
-124
- 2.36%
$192.27 - $242.73 $23.8K - $30.1K
5.13K $1.19M
NSC
Norfolk Southern Corp

Industrials
-44
- 0.78%
$213.75 - $259.69 $9.41K - $11.4K
5.63K $1.4M
BLK
Black Rock Inc.

Financial Services
-78
- 4.74%
$782.27 - $949.51 $61K - $74.1K
1.57K $1.49M
UNP
Union Pacific Corp

Industrials
-38
- 0.34%
$221.78 - $256.09 $8.43K - $9.73K
11.2K $2.77M
PLTR
Palantir Technologies Inc.

Technology
-231
- 0.89%
$24.09 - $37.95 $5.56K - $8.77K
25.9K $961K
MCD
Mcdonalds Corp

Consumer Cyclical
-501
- 5.28%
$245.82 - $304.51 $123K - $153K
8.99K $2.74M
AXP
American Express CO

Financial Services
-256
- 2.53%
$225.92 - $271.17 $57.8K - $69.4K
9.84K $2.67M
MS
Morgan Stanley

Financial Services
-39
- 0.08%
$92.07 - $106.96 $3.59K - $4.17K
47.8K $4.98M
UNH
Unitedhealth Group Inc

Healthcare
-163
- 2.73%
$488.01 - $604.18 $79.5K - $98.5K
5.81K $3.39M
WMT
Walmart Inc.

Consumer Defensive
-362
- 1.22%
$66.91 - $81.4 $24.2K - $29.5K
29.4K $2.37M
NEE
Nextera Energy Inc

Utilities
-464
- 1.58%
$69.9 - $84.97 $32.4K - $39.4K
28.8K $2.44M
CMCSA
Comcast Corp

Communication Services
-1.17K
- 0.71%
$37.33 - $41.78 $43.6K - $48.8K
162K $6.79M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-23.4K
- 3.22%
$22.96 - $24.67 $537K - $577K
703K $17.3M
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.02%
$160.76 - $177.82 $2.25K - $2.49K
67.2K $11.6M
HD
Home Depot, Inc.

Consumer Cyclical
-433
- 3.57%
$333.64 - $405.2 $144K - $175K
11.7K $4.74M
LC
Lending Club Corp

Financial Services
-5K
- 1.92%
$8.34 - $12.51 $41.7K - $62.6K
255K $2.91M
JNJ
Johnson & Johnson

Healthcare
-699
- 0.97%
$145.48 - $167.38 $102K - $117K
71.2K $11.5M
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
Track This Portfolio

Track Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email