Joel Isaacson & Co., LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PIMCO MUNICIPAL INCOME FUND IIPML | $233.6K | 0.0% |
| BRITISH AMERN TOB PLC | $234.7K | 0.0% |
| ServiceNow Inc | $239.7K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $240.2K | 0.0% |
| SCHWAB STRATEGIC TR | $241.3K | 0.0% |
| Trane Technologies plc | $241.3K | 0.0% |
| GRAYSCALE ETHEREUM MINI TR E | $242.9K | 0.0% |
| RBB FD INC | $244.4K | 0.0% |
| Garmin Ltd | $244.9K | 0.0% |
| KONINKLIJKE PHILIPS N V | $246.1K | 0.0% |
| NXP Semiconductors N.V. | $247.2K | 0.0% |
| CVS HEALTH Corp | $247.4K | 0.0% |
| Leidos Holdings Inc | $247.6K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $248.5K | 0.0% |
| VIRTUS EQUITY & CONV INCM FD | $249.2K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $249.7K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $252.0K | 0.0% |
| ISHARES TR | $252.6K | 0.0% |
| VANGUARD NY TAX FREE FDS | $253.1K | 0.0% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $254.3K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $255.7K | 0.0% |
| GSK PLC | $256.5K | 0.0% |
| CARRIER GLOBAL Corp | $259.2K | 0.0% |
| Graham Holdings Co | $259.3K | 0.0% |
| Hilton Worldwide Holdings Inc. | $264.3K | 0.0% |
| TARGET CORP | $265.9K | 0.0% |
| ARK ETF TR | $267.0K | 0.0% |
| SCHWAB STRATEGIC TR | $268.9K | 0.0% |
| Marvell Technology, Inc. | $269.1K | 0.0% |
| ISHARES TR | $271.3K | 0.0% |
| EQUIFAX INC | $272.7K | 0.0% |
| CHART INDUSTRIES INC | $274.3K | 0.0% |
| CAMDEN PROPERTY TRUST | $275.2K | 0.0% |
| BIOGEN INC. | $275.2K | 0.0% |
| RPM International Inc | $276.6K | 0.0% |
| SCHWAB STRATEGIC TR | $276.7K | 0.0% |
| ISHARES TR | $282.6K | 0.0% |
| ISHARES TR | $287.0K | 0.0% |
| ISHARES TR | $288.0K | 0.0% |
| SPDR INDEX SHS FDS | $288.3K | 0.0% |
| URANIUM ENERGY CORP | $288.3K | 0.0% |
| SOUTHERN CO | $289.3K | 0.0% |
| INVESTMENT MANAGERS SER TR I | $290.2K | 0.0% |
| GOLUB CAP BDC INC | $290.5K | 0.0% |
| TRUIST FINANCIAL CORP | $292.7K | 0.0% |
| VANGUARD ADMIRAL FDS INC | $293.0K | 0.0% |
| SELECT SECTOR SPDR TR | $293.6K | 0.0% |
| Warner Bros. Discovery, Inc. | $294.4K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD | $294.8K | 0.0% |
| ISHARES INC | $296.1K | 0.0% |