Joel Isaacson & Co., LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$2.2B
Holdings
398
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (398 positions)
| Stock | Value |
|---|---|
GEHCGE HEALTHCARE TECHNOLOGIES I | $325K |
QLTY2023 ETF SERIES TRUST II | $322K |
MDBMONGODB INC | $322K |
HOODROBINHOOD MKTS INC | $322K |
DVYEISHARES INC | $322K |
CMECME GROUP INC | $321K |
GBDCGOLUB CAP BDC INC | $321K |
MTBM & T BK CORP | $320K |
FIHLFIDELIS INSURANCE HOLDINGS L | $315K |
SHWSHERWIN WILLIAMS CO | $313K |
PFFISHARES TR | $312K |
RPMRPM INTL INC | $308K |
KIMKIMCO RLTY CORP | $306K |
CPTCAMDEN PPTY TR | $306K |
IWSISHARES TR | $305K |
FASTFASTENAL CO | $304K |
TMUST-MOBILE US INC | $302K |
CARSCARS COM INC | $301K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $300K |
FXEINVESCO CURRENCYSHARES EURO | $298K |
DFUVDIMENSIONAL ETF TRUST | $296K |
NYTNEW YORK TIMES CO | $295K |
AMDADVANCED MICRO DEVICES INC | $293K |
GISGENERAL MLS INC | $292K |
WPCWP CAREY INC | $289K |
QUALISHARES TR | $288K |
GHCGRAHAM HLDGS CO | $288K |
CMRXEURCHIMERIX INC | $286K |
EZUISHARES INC | $284K |
ETHAISHARES ETHEREUM TR | $283K |
USBUS BANCORP DEL | $283K |
IUSGISHARES TR | $279K |
SOSOUTHERN CO | $278K |
MCBMETROPOLITAN BK HLDG CORP | $273K |
MTDMETTLER TOLEDO INTERNATIONAL | $266K |
EFTEATON VANCE FLTING RATE INC | $265K |
QQQMINVESCO EXCH TRADED FD TR II | $264K |
IWPISHARES TR | $263K |
ACWVISHARES INC | $261K |
XLUSELECT SECTOR SPDR TR | $259K |
DFAUDIMENSIONAL ETF TRUST | $259K |
VCITVANGUARD SCOTTSDALE FDS | $258K |
IDEVISHARES TR | $255K |
PEOADAM NAT RES FD INC | $254K |
HWMHOWMET AEROSPACE INC | $249K |
LOWLOWES COS INC | $244K |
PMLPIMCO MUN INCOME FD II | $244K |
FDNFIRST TR EXCHANGE-TRADED FD | $243K |
OBDCBLUE OWL CAPITAL CORPORATION | $243K |
BNBROOKFIELD CORP | $242K |
XLFISELECT SECTOR SPDR TR | $242K |
ZBHZIMMER BIOMET HOLDINGS INC | $242K |
ALSALLSTATE CORP | $234K |
MIGAMICROSTRATEGY INC | $233K |
DOCSDOXIMITY INC | $232K |
PODDINSULET CORP | $226K |
IWNISHARES TR | $226K |
IVOOVANGUARD ADMIRAL FDS INC | $225K |
SHOPSHOPIFY INC | $223K |
CGWINVESCO EXCH TRADED FD TR II | $223K |
XNIEXVIRTUS EQUITY & CONV INCM FD | $221K |
VRTXVERTEX PHARMACEUTICALS INC | $220K |
IOOISHARES TR | $219K |
IATISHARES TR | $219K |
CARRCARRIER GLOBAL CORPORATION | $218K |
HACKAMPLIFY ETF TR | $218K |
IAU*ISHARES GOLD TR | $217K |
OMCOMNICOM GROUP INC | $214K |
TFCTRUIST FINL CORP | $213K |
8CWCROWN CASTLE INC | $213K |
AOSSMITH A O CORP | $212K |
A4SAMERIPRISE FINL INC | $212K |
TTTRANE TECHNOLOGIES PLC | $209K |
FPAGINVESTMENT MANAGERS SER TR I | $207K |
XLVSELECT SECTOR SPDR TR | $207K |
IYRISHARES TR | $206K |
BBTBERKSHIRE HILLS BANCORP INC | $205K |
SCHVSCHWAB STRATEGIC TR | $204K |
GENIGENIUS SPORTS LIMITED | $200K |
BGRBLACKROCK ENERGY & RES TR | $196K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $192K |
XBOEXBLACKROCK ENHANCED GLOBAL DI | $189K |
AGNCAGNC INVT CORP | $188K |
NFJVIRTUS DIVIDEND INTEREST & P | $159K |
CNHICNH INDL N V | $155K |
TCPCBLACKROCK TCP CAPITAL CORP | $134K |
VTRSVIATRIS INC | $120K |
FFORD MTR CO | $119K |
U6ZURANIUM ENERGY CORP | $118K |
ACREARES COML REAL ESTATE CORP | $97K |
SATLSATELLOGIC INC | $94K |
SNAPSNAP INC | $91K |
SANBANCO SANTANDER S.A. | $73K |
EQXEQUINOX GOLD CORP | $69K |
CERSCERUS CORP | $56K |
EFRENERGY FUELS INC | $38K |
APYXAPYX MEDICAL CORPORATION | $28K |
CGENCOMPUGEN LTD | $18K |
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