CIK 1599330
Joel Isaacson & Co., LLC
Institutional 13F holdings & portfolio
Holdings
460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | 13K | $1M+ | SH |
| EFA | ISHARES TR | 29K | $1M+ | SH |
| CSCO | CISCO SYS INC | 36K | $1M+ | SH |
| UNP | UNION PAC CORP | 11K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 59K | $1M+ | SH |
| AMGN | AMGEN INC | 8K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 17K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 45K | $1M+ | SH |
| IWB | ISHARES TR | 7K | $1M+ | SH |
| TJX | TJX COS INC NEW | 16K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 5K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 49K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 7K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 3K | $1M+ | SH |
| IJR | ISHARES TR | 20K | $1M+ | SH |
| PEP | PEPSICO INC | 16K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 7K | $1M+ | SH |
| SGU | STAR GROUP L P | 192K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 22K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| ANGI | ANGI INC | 168K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| PFE | PFIZER INC | 85K | $1M+ | SH |
| CB | CHUBB LIMITED | 7K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 11K | $1M+ | SH |
| NET | CLOUDFLARE INC | 11K | $1M+ | SH |
| MTCH | MATCH GROUP INC NEW | 64K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 12K | $1M+ | SH |
| BA | BOEING CO | 9K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 49K | $1M+ | SH |
| PODD | INSULET CORP | 7K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 25K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| GLW | CORNING INC | 21K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 4K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 32K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 22K | $1M+ | SH |
| INTC | INTEL CORP | 46K | $1M+ | SH |
| KO | COCA COLA CO | 24K | $1M+ | SH |
| XDIV | ROUNDHILL ETF TRUST | 59K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 7K | $1M+ | SH |
| EEM | ISHARES TR | 30K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 8K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 33K | $1M+ | SH |