Joel Isaacson & Co., LLC Asset Management

Joel Isaacson & Co., LLC

  • $2.17 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.9 Million 0.73% of portfolio
683,265
Q1 2025 Reduced 2.47%
$81.9B
$10.8 Million 0.5% of portfolio
78,686
Q1 2025 Added 0.01%
$4.03B
$7.26 Million 0.33% of portfolio
128,333
Q1 2025 Added 0.13%
$0
$3.79 Million 0.17% of portfolio
170,971
Q1 2025 Added 1.72%
$65B
$2.91 Million 0.13% of portfolio
34,657
Q1 2025 Added 3.28%
$93.4B
$2.75 Million 0.13% of portfolio
19,668
Q1 2025 Added 3.06%
$4.84B
$1.05 Million 0.05% of portfolio
32,500
Q2 2023 Reduced 18.97%
$8.19B
$871,000 0.04% of portfolio
43,477
Q1 2025 Added 0.1%
$1.21B
$677,000 0.03% of portfolio
15,070
Q1 2025 New
$1.21B
$623,000 0.03% of portfolio
12,371
Q1 2025 New
$0
$566,000 0.03% of portfolio
18,481
Q1 2025 New
$2.22B
$503,000 0.02% of portfolio
26,520
Q1 2025 New
$26.2B
$462,000 0.02% of portfolio
3,156
Q1 2025 Added 0.8%
$0
$451,000 0.02% of portfolio
44,409
Q1 2025 Added 0.76%
$0
$450,000 0.02% of portfolio
26,087
Q1 2025 New
$3.83B
$389,000 0.02% of portfolio
10,177
Q1 2025 Added 2.84%
$0
$326,000 0.01% of portfolio
32,896
Q1 2025 Added 44.38%
$2.45B
$320,000 0.01% of portfolio
21,184
Q1 2025 Added 1.96%
$0
$265,000 0.01% of portfolio
21,152
Q1 2025 Reduced 48.6%
$488M
$254,000 0.01% of portfolio
11,150
Q1 2025 New
$0
$243,000 0.01% of portfolio
30,122
Q1 2025 Added 0.84%
$0
$221,000 0.01% of portfolio
10,000
Q1 2025 New
$50.3B
$211,000 0.01% of portfolio
437
Q1 2025 Reduced 8.96%
$0
$196,000 0.01% of portfolio
14,450
Q1 2025 New
$0
$192,000 0.01% of portfolio
14,660
Q1 2025 New
$0
$189,000 0.01% of portfolio
17,420
Q1 2025 New
$0
$158,000 0.01% of portfolio
13,100
Q1 2025 New
$0
$133,000 0.01% of portfolio
16,710
Q1 2024 New
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