Joel Isaacson & Co., LLC
CIK Number: 0001599330
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SDY | SPDR S&P Divide... | 134.87 | +0.67% | 2.52M | +2.22% | 332.45M | 84.65 | 14.99% |
| 2 | VIG | Vanguard Divide... | 203.59 | +0.62% | 1.2M | +4.16% | 235.33M | 113.79 | 10.61% |
| 3 | VTI | Vanguard Total ... | 302.04 | +0.90% | 450.19K | +8.15% | 130.47M | 179.05 | 5.88% |
| 4 | VYM | Vanguard High D... | 132.15 | +0.88% | 922.66K | +3.05% | 117.72M | 87.75 | 5.31% |
| 5 | AAPL | Apple Inc. | 201.21 | -0.18% | 410.57K | +0.73% | 102.82M | 52.03 | 4.63% |
| 6 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 381.64K | +4.89% | 100.8M | 159.48 | 4.54% |
| 7 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 494.22K | +1.84% | 94.12M | 89.07 | 4.24% |
| 8 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 477.57K | +0.08% | 90.4M | 84.77 | 4.07% |
| 9 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 117.2K | +3.37% | 68.69M | 304.05 | 3.10% |
| 10 | IJK | iShares S&P Mid... | 90.51 | +1.31% | 484.04K | -0.12% | 44.01M | 50.86 | 1.98% |
| 11 | VB | Vanguard Small ... | 237.05 | +1.40% | 181.66K | +15.63% | 43.65M | 190.04 | 1.97% |
| 12 | VOOG | Vanguard S&P 50... | 392.75 | +0.99% | 118.08K | +3.71% | 43.23M | 253.76 | 1.95% |
| 13 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 96.79K | +1.64% | 40.8M | 227.44 | 1.84% |
| 14 | DFAT | Dimensional U.S... | 53.88 | +1.69% | 665.65K | +1.37% | 37.05M | 45.92 | 1.67% |
| 15 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 158.46K | +0.46% | 34.76M | 119.55 | 1.57% |
| 16 | VUG | Vanguard Growth... | 433.78 | +0.82% | 68.31K | +8.18% | 28.04M | 285.5 | 1.26% |
| 17 | META | Meta Platforms,... | 726.45 | +2.51% | 46.45K | +0.95% | 27.2M | 154.02 | 1.23% |
| 18 | XLK | Technology Sele... | 251.16 | +0.73% | 96.87K | -0.29% | 22.52M | 90.26 | 1.02% |
| 19 | ESGU | iShares ESG Awa... | 133.79 | +0.79% | 165.6K | +2.22% | 21.33M | 91.81 | 0.96% |
| 20 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 35.19K | +23.13% | 18.96M | 404.73 | 0.85% |
| 21 | IAC | IAC InterActive... | 36.90 | +1.40% | 424.24K | +553.57% | 18.3M | 56.96 | 0.82% |
| 22 | VXUS | Vanguard Total ... | 68.64 | +1.01% | 224.94K | +33.45% | 13.26M | 56.54 | 0.60% |
| 23 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 25.59K | +6.47% | 13.08M | 321.7 | 0.59% |
| 24 | APO | Apollo Global M... | 139.49 | +1.27% | 78.68K | +3.09% | 12.99M | 65.68 | 0.59% |
| 25 | VONG | Vanguard Russel... | 107.91 | +0.93% | 116.56K | +6.59% | 12.04M | 71.13 | 0.54% |
| 26 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 49.5K | +4.09% | 11.87M | 110.49 | 0.53% |
| 27 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 25.06K | +0.62% | 11.36M | 198.5 | 0.51% |
| 28 | PG | The Procter & G... | 158.66 | -0.19% | 67.17K | 0.00% | 11.26M | 90.22 | 0.51% |
| 29 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 71.61K | +0.61% | 10.36M | 119.04 | 0.47% |
| 30 | XLF | Financial Selec... | 51.80 | +0.75% | 196.77K | +15.04% | 9.51M | 37.06 | 0.43% |
| 31 | PNC | The PNC Financi... | 185.72 | +1.76% | 48.57K | +2.27% | 9.37M | 148.66 | 0.42% |
| 32 | WMG | Warner Music Gr... | 26.59 | +1.53% | 286.55K | -1.21% | 8.88M | 37.99 | 0.40% |
| 33 | VEU | Vanguard FTSE A... | 66.77 | +0.98% | 154.71K | +16.99% | 8.88M | 51.86 | 0.40% |
| 34 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 60.88K | +3.38% | 8.18M | 37.69 | 0.37% |
| 35 | VBR | Vanguard Small ... | 195.46 | +1.41% | 38.09K | -1.85% | 7.55M | 148.63 | 0.34% |
| 36 | MAIN | Main Street Cap... | 59.34 | +1.78% | 128.17K | +0.14% | 7.51M | 50.16 | 0.34% |
| 37 | IVV | iShares Core S&... | 614.96 | +0.82% | 12.48K | +0.59% | 7.35M | 348.6 | 0.33% |
| 38 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 68.23K | -2.28% | 7.34M | 95.74 | 0.33% |
| 39 | VT | Vanguard Total ... | 127.47 | +0.95% | 57.54K | -0.09% | 6.76M | 81.39 | 0.30% |
| 40 | MGK | Vanguard Mega C... | 362.58 | +0.87% | 18.72K | +0.09% | 6.43M | 161.41 | 0.29% |
| 41 | CMCSA | Comcast Corpora... | 35.22 | +1.08% | 166.29K | +2.35% | 6.24M | 42.37 | 0.28% |
| 42 | MS | Morgan Stanley | 139.78 | +1.50% | 48.03K | +0.49% | 6.04M | 27.27 | 0.27% |
| 43 | BIV | Vanguard Interm... | 77.22 | +0.31% | 80.27K | +24.83% | 6M | 76.48 | 0.27% |
| 44 | VGT | Vanguard Inform... | 656.89 | +0.75% | 9.21K | +10.89% | 5.72M | 362.94 | 0.26% |
| 45 | GS | The Goldman Sac... | 687.95 | +2.70% | 9.53K | +2.33% | 5.46M | 218.78 | 0.25% |
| 46 | VBK | Vanguard Small ... | 275.93 | +1.40% | 18.35K | +9.80% | 5.14M | 209.17 | 0.23% |
| 47 | FTAI | FTAI Aviation L... | 122.21 | -2.23% | 34.97K | -10.26% | 5.04M | 17.23 | 0.23% |
| 48 | HD | The Home Depot,... | 363.71 | +0.51% | 12.29K | +4.98% | 4.78M | 184.18 | 0.22% |
| 49 | IWF | iShares Russell... | 419.42 | +0.96% | 11.84K | +3.68% | 4.75M | 258.99 | 0.21% |
| 50 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 6.03K | +24.76% | 4.65M | 310.76 | 0.21% |
| 51 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 18.72K | +1.97% | 4.53M | 168.5 | 0.20% |
| 52 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 5.03K | +1.78% | 4.49M | 216.24 | 0.20% |
| 53 | MUB | iShares Nationa... | 104.33 | +0.13% | 38.58K | +14.52% | 4.11M | 106.22 | 0.19% |
| 54 | IJH | iShares Core S&... | 61.88 | +1.38% | 62.92K | +6.57% | 3.92M | 47.42 | 0.18% |
| 55 | IBM | International B... | 292.32 | +0.43% | 16.98K | +2.35% | 3.73M | 158.46 | 0.17% |
| 56 | ARCC | Ares Capital Co... | 21.77 | +1.00% | 168.07K | +41.75% | 3.68M | 19.17 | 0.17% |
| 57 | BAC | Bank of America... | 47.51 | +1.40% | 83.66K | -11.63% | 3.68M | 28.25 | 0.17% |
| 58 | LC | LendingClub Cor... | 11.95 | +2.80% | 218.8K | -14.13% | 3.54M | 12.89 | 0.16% |
| 59 | COST | Costco Wholesal... | 983.03 | -0.36% | 3.8K | +1.17% | 3.48M | 331.74 | 0.16% |
| 60 | IWM | iShares Russell... | 215.50 | +1.67% | 15.35K | +0.81% | 3.39M | 187.41 | 0.15% |
| 61 | MTCH | Match Group, In... | 30.41 | -1.44% | 103.69K | +0.15% | 3.39M | 117.4 | 0.15% |
| 62 | ITOT | iShares Core S&... | 133.78 | +0.92% | 26.2K | +0.34% | 3.37M | 74.68 | 0.15% |
| 63 | BX | Blackstone Inc. | 148.20 | +3.22% | 19.08K | +14.73% | 3.29M | 75.2 | 0.15% |
| 64 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 6.47K | +11.40% | 3.27M | 285.71 | 0.15% |
| 65 | WFC | Wells Fargo & C... | 79.98 | +1.15% | 45.48K | +0.71% | 3.19M | 48.57 | 0.14% |
| 66 | DIS | The Walt Disney... | 121.64 | +1.86% | 28.01K | +13.22% | 3.12M | 101.87 | 0.14% |
| 67 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 5.41K | -0.81% | 3.08M | 381.04 | 0.14% |
| 68 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 18.49K | +34.59% | 3.08M | 86.69 | 0.14% |
| 69 | DVY | iShares Select ... | 131.96 | +0.98% | 23.09K | +1.13% | 3.03M | 75.82 | 0.14% |
| 70 | EPD | Enterprise Prod... | 31.09 | +1.11% | 95.93K | +0.07% | 3.01M | 21.91 | 0.14% |
| 71 | AXP | American Expres... | 311.66 | +0.99% | 9.84K | 0.00% | 2.92M | 105.26 | 0.13% |
| 72 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 65.57K | -1% | 2.89M | 40.49 | 0.13% |
| 73 | IBIT | iShares Bitcoin... | 61.19 | -0.15% | 53.22K | +661.31% | 2.82M | 50.83 | 0.13% |
| 74 | SUB | iShares Short-T... | 106.25 | +0.02% | 26.4K | +19.99% | 2.79M | 104.51 | 0.13% |
| 75 | MCD | McDonald's Corp... | 285.78 | +0.08% | 9.56K | +6.36% | 2.77M | 187.87 | 0.12% |
| 76 | MRK | Merck & Co., In... | 78.92 | -0.94% | 27.76K | +1.36% | 2.76M | 83.21 | 0.12% |
| 77 | WMT | Walmart Inc. | 96.16 | -1.13% | 29.69K | +1.16% | 2.68M | 41.36 | 0.12% |
| 78 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 11.38K | -3.27% | 2.64M | 135.67 | 0.12% |
| 79 | EBAY | eBay Inc. | 73.67 | -1.13% | 42.36K | +1.22% | 2.62M | 44.89 | 0.12% |
| 80 | BK | The Bank of New... | 90.14 | +0.16% | 33.56K | +0.07% | 2.58M | 41.32 | 0.12% |
| 81 | UNP | Union Pacific C... | 229.69 | +1.27% | 11.25K | +0.03% | 2.56M | 182.45 | 0.12% |
| 82 | DIBS | 1stdibs.Com, In... | 2.83 | +3.86% | 687.21K | -20.98% | 2.43M | 9.07 | 0.11% |
| 83 | V | Visa Inc. | 346.26 | +0.29% | 7.62K | +0.77% | 2.41M | 146.93 | 0.11% |
| 84 | IVW | iShares S&P 500... | 108.89 | +0.98% | 23.63K | +11.06% | 2.4M | 71.16 | 0.11% |
| 85 | IYW | iShares U.S. Te... | 171.64 | +0.87% | 14.92K | +0.01% | 2.38M | 38.17 | 0.11% |
| 86 | IWD | iShares Russell... | 192.93 | +0.76% | 12.78K | +1.12% | 2.37M | 145.23 | 0.11% |
| 87 | REGN | Regeneron Pharm... | 521.02 | +0.14% | 3.3K | -0.75% | 2.35M | 282.83 | 0.11% |
| 88 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 15.23K | +3.01% | 2.32M | 101.82 | 0.10% |
| 89 | IWB | iShares Russell... | 336.34 | +0.86% | 7.14K | +30.18% | 2.3M | 220.98 | 0.10% |
| 90 | VTV | Vanguard Value ... | 176.23 | +0.72% | 13.56K | +26.15% | 2.3M | 157.65 | 0.10% |
| 91 | CB | Chubb Limited | 283.91 | +0.39% | 8.28K | +230.05% | 2.29M | 236.61 | 0.10% |
| 92 | XLC | Communication S... | 106.44 | +1.17% | 23.45K | +2.42% | 2.27M | 59.7 | 0.10% |
| 93 | IJR | iShares Core S&... | 109.20 | +1.52% | 19.68K | +0.86% | 2.27M | 94.1 | 0.10% |
| 94 | NEE | NextEra Energy,... | 71.02 | +0.97% | 31.39K | +8.80% | 2.25M | 44.67 | 0.10% |
| 95 | CVX | Chevron Corpora... | 144.42 | +0.83% | 15.41K | +3.27% | 2.23M | 119.71 | 0.10% |
| 96 | PFE | Pfizer Inc. | 24.28 | +0.08% | 83.67K | +7.76% | 2.22M | 34.08 | 0.10% |
| 97 | EL | The Estée Laude... | 79.16 | +2.06% | 29.09K | -37.31% | 2.18M | 166.33 | 0.10% |
| 98 | ROST | Ross Stores, In... | 126.61 | -0.53% | 13.95K | 0.00% | 2.11M | 33.89 | 0.10% |
| 99 | ED | Consolidated Ed... | 98.46 | +0.42% | 22.44K | +0.09% | 2M | 72.22 | 0.09% |
| 100 | XLE | Energy Select S... | 85.73 | +1.41% | 23.04K | +10.45% | 1.97M | 72.58 | 0.09% |
| 101 | PLTR | Palantir Techno... | 144.33 | +1.00% | 25.94K | +0.33% | 1.96M | 23.05 | 0.09% |
| 102 | VOT | Vanguard Mid-Ca... | 280.12 | +0.84% | 7.28K | +5.71% | 1.85M | 220.13 | 0.08% |
| 103 | VV | Vanguard Large ... | 283.29 | +0.67% | 6.82K | +687.86% | 1.84M | 268.89 | 0.08% |
| 104 | VZ | Verizon Communi... | 42.13 | +0.01% | 44.29K | +2.17% | 1.77M | 47.5 | 0.08% |
| 105 | PTON | Peloton Interac... | 6.39 | -2.52% | 200.18K | -0.00% | 1.74M | 148.25 | 0.08% |
| 106 | NVO | Novo Nordisk A/... | 67.75 | +0.60% | 20.21K | 0.00% | 1.74M | 79.27 | 0.08% |
| 107 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 28.78K | +13.46% | 1.7M | 44.39 | 0.08% |
| 108 | SMH | VanEck Semicond... | 277.33 | +0.77% | 6.73K | +0.36% | 1.63M | 138.29 | 0.07% |
| 109 | LSPD | Lightspeed Comm... | 11.62 | +2.33% | 107.01K | 0.00% | 1.63M | 15.18 | 0.07% |
| 110 | BLK | BlackRock, Inc. | 1031.27 | +1.30% | 1.57K | +100.00% | 1.61M | 1025.11 | 0.07% |
| 111 | AMGN | Amgen Inc. | 279.05 | -0.47% | 6.05K | 0.00% | 1.58M | 200.76 | 0.07% |
| 112 | VEA | Vanguard Develo... | 56.48 | +1.10% | 32.95K | +5.47% | 1.58M | 47.96 | 0.07% |
| 113 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 20.58K | +2.55% | 1.56M | 73.23 | 0.07% |
| 114 | OKE | ONEOK, Inc. | 81.22 | +1.28% | 14.88K | +0.20% | 1.49M | 61.05 | 0.07% |
| 115 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 3.68K | -5.39% | 1.49M | 271.78 | 0.07% |
| 116 | TMO | Thermo Fisher S... | 411.91 | +0.31% | 2.81K | +0.61% | 1.46M | 495.75 | 0.07% |
| 117 | DIA | SPDR Dow Jones ... | 434.02 | +0.97% | 3.37K | +0.27% | 1.44M | 320.09 | 0.06% |
| 118 | VNQ | Vanguard Real E... | 88.31 | -1.01% | 15.97K | +18.72% | 1.42M | 92.12 | 0.06% |
| 119 | HON | Honeywell Inter... | 226.44 | +2.10% | 6.24K | 0.00% | 1.41M | 140.13 | 0.06% |
| 120 | COIN | Coinbase Global... | 374.76 | +5.46% | 5.65K | -15.35% | 1.4M | 239.51 | 0.06% |
| 121 | SCHD | Schwab U.S. Div... | 26.39 | +0.71% | 50.84K | +237.76% | 1.39M | 24.66 | 0.06% |
| 122 | BMY | Bristol-Myers S... | 46.69 | +0.01% | 24.39K | -9.53% | 1.38M | 53.82 | 0.06% |
| 123 | ISRG | Intuitive Surgi... | 534.45 | +2.46% | 2.59K | 0.00% | 1.35M | 117.28 | 0.06% |
| 124 | PAVE | Global X U.S. I... | 43.40 | +1.46% | 33.02K | 0.00% | 1.33M | 28.11 | 0.06% |
| 125 | DGRO | iShares Core Di... | 63.44 | +0.69% | 21.68K | +0.60% | 1.33M | 51 | 0.06% |
| 126 | SRLN | SPDR Blackstone... | 41.48 | +0.06% | 31.69K | +416.83% | 1.32M | 41.74 | 0.06% |
| 127 | NSC | Norfolk Souther... | 255.65 | +0.17% | 5.55K | -1.39% | 1.3M | 223.69 | 0.06% |
| 128 | TRV | The Travelers C... | 263.08 | +0.87% | 5.09K | +59.52% | 1.23M | 170.88 | 0.06% |
| 129 | ADP | Automatic Data ... | 303.09 | +1.64% | 4.14K | -1.52% | 1.21M | 117.5 | 0.05% |
| 130 | T | AT&T Inc. | 28.04 | +0.41% | 53.23K | +7.15% | 1.21M | 23.57 | 0.05% |
| 131 | JEF | Jefferies Finan... | 56.20 | +0.50% | 15.03K | 0.00% | 1.18M | 18.36 | 0.05% |
| 132 | AFL | Aflac Incorpora... | 104.00 | +1.48% | 11.34K | 0.00% | 1.17M | 26.56 | 0.05% |
| 133 | ESGV | Vanguard ESG U.... | 108.50 | +0.89% | 11.15K | +7.52% | 1.17M | 71.77 | 0.05% |
| 134 | RTX | RTX Corporation | 142.71 | +0.94% | 10.04K | +6.48% | 1.16M | 70.77 | 0.05% |
| 135 | IVE | iShares S&P 500... | 193.80 | +0.67% | 6.03K | +17.48% | 1.15M | 145.2 | 0.05% |
| 136 | GE | General Electri... | 251.50 | +0.64% | 6.84K | +0.66% | 1.14M | 86.32 | 0.05% |
| 137 | CI | Cigna Corporati... | 328.47 | +3.95% | 4.05K | +1.53% | 1.12M | 180.47 | 0.05% |
| 138 | AMT | American Tower ... | 217.64 | -1.17% | 6.03K | +17.54% | 1.11M | 143.71 | 0.05% |
| 139 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 6.2K | +0.26% | 1.1M | 82.55 | 0.05% |
| 140 | MAR | Marriott Intern... | 269.73 | +1.41% | 3.93K | 0.00% | 1.1M | 61.28 | 0.05% |
| 141 | KO | The Coca-Cola C... | 69.48 | -0.21% | 17.42K | +0.42% | 1.08M | 41.44 | 0.05% |
| 142 | VYMI | Vanguard Intern... | 79.74 | +1.01% | 15.82K | +4.84% | 1.07M | 61.48 | 0.05% |
| 143 | VOE | Vanguard Mid-Ca... | 164.11 | +0.73% | 6.51K | -0.23% | 1.05M | 163.79 | 0.05% |
| 144 | DEO | Diageo plc | 100.55 | +0.69% | 8.19K | -14.9% | 1.04M | 133.02 | 0.05% |
| 145 | BSV | Vanguard Short-... | 78.66 | +0.17% | 13.31K | +0.54% | 1.03M | 79.72 | 0.05% |
| 146 | OWL | Blue Owl Capita... | 19.18 | +0.81% | 43.43K | +68.32% | 1.01M | 16.49 | 0.05% |
| 147 | TJX | The TJX Compani... | 122.30 | -0.15% | 8.26K | 0.00% | 998.25K | 76.69 | 0.04% |
| 148 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 2.73K | +0.04% | 989.66K | 190.04 | 0.04% |
| 149 | PM | Philip Morris I... | 180.65 | +0.58% | 8.08K | +2.19% | 972.79K | 80.35 | 0.04% |
| 150 | CNQ | Canadian Natura... | 31.93 | +1.80% | 30.64K | 0.00% | 945.86K | 15.86 | 0.04% |