The Analysis of Joel Isaacson & Co., LLC's Holdings
Currently, Joel Isaacson & Co., LLC holds 460 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in SDY (+121.4K shares, valued at $16.9M), SPY (+21.1K shares, valued at $14.4M), XLK (+94.2K shares, valued at $13.6M); decreased their positions in IAC (-90.0K shares, valued at $3.5M), CMCSA (-81.4K shares, valued at $2.4M), BAC (-25.0K shares, valued at $1.4M); initiated new positions in N/A (+22.8K shares, valued at $7.7M), DFIV (+49.1K shares, valued at $2.5M), N/A (+58.7K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SDY SPDR SERIES TRUST2.8M shares4.55%2025-12-312026-01-30
VIG VANGUARD SPECIALIZED FUNDS1.3M shares2.28%2025-12-312026-01-30 VTI VANGUARD INDEX FDS508.3K shares2.22%2025-12-312026-01-30 ALPHABET INC ALPHABET INC514.9K shares7.19%2025-12-312026-01-30 ALPHABET INC ALPHABET INC486.8K shares5.97%2025-12-312026-01-30 VYM VANGUARD WHITEHALL FDS1.0M shares5.10%2025-12-312026-01-30 VO VANGUARD INDEX FDS465.5K shares8.39%2025-12-312026-01-30 AAPL APPLE INC450.3K shares3.39%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR134.7K shares18.55%2025-12-312026-01-30 VOOG VANGUARD ADMIRAL FDS INC144.5K shares4.88%2025-12-312026-01-30 MSFT MICROSOFT CORP117.9K shares11.03%2025-12-312026-01-30 VB VANGUARD INDEX FDS202.2K shares6.87%2025-12-312026-01-30 IJK ISHARES TR501.9K shares-1.25%2025-12-312026-01-30 DFAT DIMENSIONAL ETF TRUST792.9K shares8.40%2025-12-312026-01-30 AMZN AMAZON COM INC183.0K shares-0.56%2025-12-312026-01-30 VXUS VANGUARD STAR FDS510.9K shares17.56%2025-12-312026-01-30 VUG VANGUARD INDEX FDS78.2K shares0.24%2025-12-312026-01-30 META META PLATFORMS INC55.7K shares6.30%2025-12-312026-01-30 NVDA NVIDIA CORPORATION162.7K shares5.56%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR191.6K shares96.64%2025-12-312026-01-30 ESGU ISHARES TR176.6K shares0.20%2025-12-312026-01-30 VTEI VANGUARD MUN BD FDS236.7K shares0.61%2025-12-312026-01-30 EVT EATON VANCE TAX ADVT DIV INC745.2K shares18.34%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.58.0K shares1.04%2025-12-312026-01-30 VEU VANGUARD INTL EQUITY INDEX F246.2K shares46.22%2025-12-312026-01-30 VONG VANGUARD SCOTTSDALE FDS135.5K shares1.04%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON78.4K shares0.40%2025-12-312026-01-30 XLF SELECT SECTOR SPDR TR236.6K shares-0.82%2025-12-312026-01-30 LLY ELI LILLY & CO11.2K shares3.26%2025-12-312026-01-30 VYMI VANGUARD WHITEHALL FDS132.3K shares77.88%2025-12-312026-01-30 GLD SPDR GOLD TR27.7K shares0.24%2025-12-312026-01-30 VBR VANGUARD INDEX FDS50.7K shares0.84%2025-12-312026-01-30 PNC PNC FINL SVCS GROUP INC49.4K shares0.00%2025-12-312026-01-30 PG PROCTER AND GAMBLE CO71.8K shares0.83%2025-12-312026-01-30 IVV ISHARES TR14.5K shares1.99%2025-12-312026-01-30 VT VANGUARD INTL EQUITY INDEX F69.8K shares5.88%2025-12-312026-01-30 BIV VANGUARD BD INDEX FDS113.8K shares6.19%2025-12-312026-01-30 NFLX NETFLIX INC94.0K shares924.22%2025-12-312026-01-30 MS MORGAN STANLEY48.6K shares0.41%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC9.7K shares-0.54%2025-12-312026-01-30 XOM EXXON MOBIL CORP70.6K shares0.06%2025-12-312026-01-30 WMG WARNER MUSIC GROUP CORP255.2K shares-1.92%2025-12-312026-01-30 MGK VANGUARD WORLD FD18.9K shares-2.51%2025-12-312026-01-30 MAIN MAIN STR CAP CORP128.8K shares0.13%2025-12-312026-01-30 CENCORA INC CENCORA INC22.8K sharesnew addition2025-12-312026-01-30 VGT VANGUARD WORLD FD9.8K shares0.83%2025-12-312026-01-30 IAC IAC INC175.1K shares-33.95%2025-12-312026-01-30 COST COSTCO WHSL CORP NEW7.9K shares-2.41%2025-12-312026-01-30 VTV VANGUARD INDEX FDS34.1K shares30.88%2025-12-312026-01-30 DIBS 1STDIBS COM INC1.1M shares53.55%2025-12-312026-01-30 SUB ISHARES TR56.3K shares43.15%2025-12-312026-01-30 IWF ISHARES TR12.4K shares-0.26%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS19.7K shares2.42%2025-12-312026-01-30 HD HOME DEPOT INC16.6K shares1.79%2025-12-312026-01-30 VBK VANGUARD INDEX FDS18.6K shares0.22%2025-12-312026-01-30 WFC WELLS FARGO CO NEW59.2K shares3.25%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO13.9K shares0.81%2025-12-312026-01-30 BROADCOM INC BROADCOM INC14.6K shares10.24%2025-12-312026-01-30 MUB ISHARES TR47.1K shares9.92%2025-12-312026-01-30 DFUV DIMENSIONAL ETF TRUST99.5K shares1284.06%2025-12-312026-01-30 BK BANK NEW YORK MELLON CORP38.9K shares-1.12%2025-12-312026-01-30 WMT WALMART INC39.0K shares0.12%2025-12-312026-01-30 PLTR PALANTIR TECHNOLOGIES INC24.0K shares-0.10%2025-12-312026-01-30 EL LAUDER ESTEE COS INC39.6K shares54.71%2025-12-312026-01-30 DIS DISNEY WALT CO35.9K shares1.74%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F76.0K shares25.03%2025-12-312026-01-30 MCD MCDONALDS CORP13.3K shares-0.55%2025-12-312026-01-30 ITOT ISHARES TR27.1K shares0.33%2025-12-312026-01-30 IJH ISHARES TR59.6K shares1.79%2025-12-312026-01-30 ORCL ORACLE CORP20.1K shares-0.18%2025-12-312026-01-30 V VISA INC10.7K shares10.98%2025-12-312026-01-30 EBAY EBAY INC.42.4K shares0.00%2025-12-312026-01-30 IYW ISHARES TR18.1K shares14.81%2025-12-312026-01-30 BAC BANK AMERICA CORP65.7K shares-27.57%2025-12-312026-01-30 MDY SPDR S&P MIDCAP 400 ETF TR5.8K shares6.35%2025-12-312026-01-30 IWM ISHARES TR14.2K shares2.11%2025-12-312026-01-30 WINN HARBOR ETF TRUST111.2K shares24.71%2025-12-312026-01-30 NEE NEXTERA ENERGY INC42.5K shares7.58%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS54.5K shares33.35%2025-12-312026-01-30 ARCC ARES CAPITAL CORP165.5K shares-5.25%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS66.5K shares9.80%2025-12-312026-01-30 DVY ISHARES TR23.5K shares0.03%2025-12-312026-01-30 EPD ENTERPRISE PRODS PARTNERS L102.8K shares5.22%2025-12-312026-01-30 LC LENDINGCLUB CORP165.3K shares-15.58%2025-12-312026-01-30 CMCSA COMCAST CORP NEW104.2K shares-43.85%2025-12-312026-01-30 IWD ISHARES TR14.4K shares2.07%2025-12-312026-01-30 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares-20.00%2025-12-312026-01-30 XLC SELECT SECTOR SPDR TR25.5K shares2.60%2025-12-312026-01-30 RTX RTX CORPORATION16.3K shares0.35%2025-12-312026-01-30 ROST ROSS STORES INC16.0K shares7.33%2025-12-312026-01-30 FBTC FIDELITY WISE ORIGIN BITCOIN37.7K shares10.24%2025-12-312026-01-30 IVW ISHARES TR23.3K shares0.02%2025-12-312026-01-30 COIN COINBASE GLOBAL INC12.6K shares-0.93%2025-12-312026-01-30 EFA ISHARES TR29.0K shares4.97%2025-12-312026-01-30 CSCO CISCO SYS INC35.6K shares-1.65%2025-12-312026-01-30 UNP UNION PAC CORP11.4K shares-0.26%2025-12-312026-01-30 XLE SELECT SECTOR SPDR TR58.9K shares117.97%2025-12-312026-01-30 AMGN AMGEN INC8.0K shares0.46%2025-12-312026-01-30 CVX CHEVRON CORP NEW17.2K shares0.90%2025-12-312026-01-30 TSLA TESLA INC5.7K shares16.51%2025-12-312026-01-30 JEPI J P MORGAN EXCHANGE TRADED F44.9K shares-1.02%2025-12-312026-01-30 IWB ISHARES TR6.8K shares-4.65%2025-12-312026-01-30 TJX TJX COS INC NEW16.4K shares23.59%2025-12-312026-01-30 LMT LOCKHEED MARTIN CORP5.1K shares-0.39%2025-12-312026-01-30 GE AEROSPACE GE AEROSPACE8.0K shares4.94%2025-12-312026-01-30 CAT CATERPILLAR INC4.3K shares5.86%2025-12-312026-01-30 DFIV DIMENSIONAL ETF TRUST49.1K sharesnew addition2025-12-312026-01-30 SMH VANECK ETF TRUST6.7K shares0.25%2025-12-312026-01-30 REGN REGENERON PHARMACEUTICALS3.1K shares0.00%2025-12-312026-01-30 IJR ISHARES TR19.5K shares1.42%2025-12-312026-01-30 PEP PEPSICO INC16.0K shares-3.51%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC6.9K shares-19.57%2025-12-312026-01-30 SGU STAR GROUP L P191.9K shares0.02%2025-12-312026-01-30 ED CONSOLIDATED EDISON INC22.1K shares0.05%2025-12-312026-01-30 VV VANGUARD INDEX FDS7.0K shares-2.11%2025-12-312026-01-30 ANGI INC ANGI INC167.8K shares-8.52%2025-12-312026-01-30 VOT VANGUARD INDEX FDS7.7K shares1.24%2025-12-312026-01-30 PFE PFIZER INC85.5K shares7.09%2025-12-312026-01-30 CB CHUBB LIMITED6.8K shares-13.45%2025-12-312026-01-30 VPU VANGUARD WORLD FD11.4K shares0.14%2025-12-312026-01-30 NET CLOUDFLARE INC10.7K shares-1.68%2025-12-312026-01-30 BA BOEING CO9.3K shares0.43%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC48.9K shares-0.67%2025-12-312026-01-30 PODD INSULET CORP6.7K shares674.80%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS25.2K shares246.43%2025-12-312026-01-30 ABBV ABBVIE INC8.1K shares12.19%2025-12-312026-01-30 MA MASTERCARD INCORPORATED3.2K shares58.12%2025-12-312026-01-30 GLW CORNING INC20.5K shares0.50%2025-12-312026-01-30 VOE VANGUARD INDEX FDS9.8K shares10.32%2025-12-312026-01-30 CRWD CROWDSTRIKE HLDGS INC3.7K shares4.62%2025-12-312026-01-30 BMY BRISTOL-MYERS SQUIBB CO32.0K shares0.94%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS21.8K shares0.66%2025-12-312026-01-30 INTC INTEL CORP46.3K shares2.75%2025-12-312026-01-30 KO COCA COLA CO23.7K shares0.30%2025-12-312026-01-30 WM WASTE MGMT INC DEL7.4K shares6.15%2025-12-312026-01-30 EEM ISHARES TR29.6K shares54.89%2025-12-312026-01-30 HON HONEYWELL INTL INC8.3K shares8.11%2025-12-312026-01-30 PAVE GLOBAL X FDS33.3K shares0.36%2025-12-312026-01-30 NSC NORFOLK SOUTHN CORP5.5K shares1.48%2025-12-312026-01-30 ESGV VANGUARD WORLD FD12.8K shares13.99%2025-12-312026-01-30 SRLN SSGA ACTIVE ETF TR37.5K shares2.00%2025-12-312026-01-30 DGRO ISHARES TR22.1K shares0.63%2025-12-312026-01-30 PM PHILIP MORRIS INTL INC9.4K shares1.29%2025-12-312026-01-30 ISRG INTUITIVE SURGICAL INC2.6K shares0.15%2025-12-312026-01-30 TRV TRAVELERS COMPANIES INC5.1K shares0.02%2025-12-312026-01-30 VNQ VANGUARD INDEX FDS16.7K shares4.11%2025-12-312026-01-30 TMO THERMO FISHER SCIENTIFIC INC2.5K shares0.00%2025-12-312026-01-30 GEV GE VERNOVA INC2.2K shares6.95%2025-12-312026-01-30 MO ALTRIA GROUP INC24.6K shares3.79%2025-12-312026-01-30 CL COLGATE PALMOLIVE CO17.8K shares70.44%2025-12-312026-01-30 IBIT ISHARES BITCOIN TRUST ETF27.9K shares36.82%2025-12-312026-01-30 T AT&T INC54.7K shares-6.64%2025-12-312026-01-30 CRM SALESFORCE INC5.1K shares-4.95%2025-12-312026-01-30 MAR MARRIOTT INTL INC NEW4.2K shares-0.45%2025-12-312026-01-30 TSM TAIWAN SEMICONDUCTOR MFG LTD4.2K shares0.53%2025-12-312026-01-30 AFL AFLAC INC11.5K shares1.13%2025-12-312026-01-30 QCOM QUALCOMM INC7.3K shares0.75%2025-12-312026-01-30 IEFA ISHARES TR13.9K shares5.76%2025-12-312026-01-30 PTON PELOTON INTERACTIVE INC200.2K shares0.02%2025-12-312026-01-30 JEF JEFFERIES FINL GROUP INC19.8K shares0.01%2025-12-312026-01-30 SCHD SCHWAB STRATEGIC TR42.9K shares0.97%2025-12-312026-01-30 BNDX VANGUARD CHARLOTTE FDS24.0K shares3.08%2025-12-312026-01-30 CNQ CANADIAN NAT RES LTD33.7K shares16.06%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC13.8K shares-2.49%2025-12-312026-01-30 MET METLIFE INC14.2K shares34.19%2025-12-312026-01-30 ADSK AUTODESK INC3.7K shares-0.24%2025-12-312026-01-30 NVO NOVO-NORDISK A S21.5K shares1.90%2025-12-312026-01-30 DE DEERE & CO2.3K shares0.04%2025-12-312026-01-30 IVE ISHARES TR5.1K shares2.43%2025-12-312026-01-30 AMT AMERICAN TOWER CORP NEW6.1K shares-2.23%2025-12-312026-01-30 CMI CUMMINS INC2.1K shares0.00%2025-12-312026-01-30 ADP AUTOMATIC DATA PROCESSING IN4.1K shares-0.46%2025-12-312026-01-30 OKE ONEOK INC NEW14.1K shares-4.67%2025-12-312026-01-30 IYF ISHARES TR7.9K shares3.28%2025-12-312026-01-30 SPOT SPOTIFY TECHNOLOGY S A1.7K shares0.00%2025-12-312026-01-30 UNILEVER PLC UNILEVER PLC15.2K sharesnew addition2025-12-312026-01-30 AMAT APPLIED MATLS INC3.8K shares-1.90%2025-12-312026-01-30 AON PLC AON PLC2.7K shares3.64%2025-12-312026-01-30 ETHA ISHARES ETHEREUM TR42.5K shares83.15%2025-12-312026-01-30 IXUS ISHARES TR11.3K shares0.12%2025-12-312026-01-30 NOC NORTHROP GRUMMAN CORP1.7K shares0.85%2025-12-312026-01-30 VTEC VANGUARD CALIF TAX FREE FDS9.3K shares75.13%2025-12-312026-01-30 IJT ISHARES TR6.5K shares0.00%2025-12-312026-01-30 MELI MERCADOLIBRE INC448 shares2.75%2025-12-312026-01-30 ELV ELEVANCE HEALTH INC FORMERLY2.6K shares45.10%2025-12-312026-01-30 SCHW SCHWAB CHARLES CORP9.0K shares0.07%2025-12-312026-01-30 VXF VANGUARD INDEX FDS4.3K shares0.02%2025-12-312026-01-30 NVS NOVARTIS AG6.4K shares13.88%2025-12-312026-01-30 EFAV ISHARES TR10.3K shares1.36%2025-12-312026-01-30 SBUX STARBUCKS CORP10.4K shares4.34%2025-12-312026-01-30 EEMV ISHARES INC13.3K sharesnew addition2025-12-312026-01-30 DIA SPDR DOW JONES INDL AVERAGE1.8K shares0.23%2025-12-312026-01-30 DEO DIAGEO PLC9.8K shares-1.41%2025-12-312026-01-30 MMM 3M CO5.3K shares0.00%2025-12-312026-01-30 LSPD LIGHTSPEED COMMERCE INC69.3K shares0.00%2025-12-312026-01-30 WELL WELLTOWER INC4.5K shares1.89%2025-12-312026-01-30 ACWI ISHARES TR5.8K shares0.00%2025-12-312026-01-30 OWL BLUE OWL CAPITAL INC54.7K shares0.83%2025-12-312026-01-30 SHEL SHELL PLC11.1K shares43.68%2025-12-312026-01-30 EMR EMERSON ELEC CO6.1K shares0.07%2025-12-312026-01-30 SCHB SCHWAB STRATEGIC TR30.9K shares0.31%2025-12-312026-01-30 VBIL VANGUARD INSTL INDEX FD10.7K shares128.54%2025-12-312026-01-30 YUM YUM BRANDS INC5.3K shares3.51%2025-12-312026-01-30 HOOD ROBINHOOD MKTS INC7.0K shares0.00%2025-12-312026-01-30 BDX BECTON DICKINSON & CO4.1K shares0.00%2025-12-312026-01-30 EFAA INVESCO ACTIVELY MANAGED EXC14.5K shares49.85%2025-12-312026-01-30 COF CAPITAL ONE FINL CORP3.2K shares0.78%2025-12-312026-01-30 ADX ADAMS DIVERSIFIED EQUITY FD33.5K shares25.53%2025-12-312026-01-30 TXN TEXAS INSTRS INC4.4K shares-0.89%2025-12-312026-01-30 URTH ISHARES INC4.1K shares0.00%2025-12-312026-01-30 FDX FEDEX CORP2.6K shares0.04%2025-12-312026-01-30 XLG INVESCO EXCHANGE TRADED FD T12.7K shares0.13%2025-12-312026-01-30 SPG SIMON PPTY GROUP INC NEW4.0K shares1.01%2025-12-312026-01-30 ITW ILLINOIS TOOL WKS INC3.0K shares0.00%2025-12-312026-01-30 ARES ARES MANAGEMENT CORPORATION4.5K shares0.58%2025-12-312026-01-30 SCHX SCHWAB STRATEGIC TR26.7K shares0.10%2025-12-312026-01-30 KLAC KLA CORP591 shares0.00%2025-12-312026-01-30 PSX PHILLIPS 665.5K shares5.58%2025-12-312026-01-30 ETG EATON VANCE TX ADV GLBL DIV30.6K sharesnew addition2025-12-312026-01-30 KMI KINDER MORGAN INC DEL25.4K shares1.01%2025-12-312026-01-30 HALO HALOZYME THERAPEUTICS INC10.2K shares0.00%2025-12-312026-01-30 BXSL BLACKSTONE SECD LENDING FD26.0K shares-20.00%2025-12-312026-01-30 IWV ISHARES TR1.8K shares0.17%2025-12-312026-01-30 KMB KIMBERLY-CLARK CORP6.7K shares5.15%2025-12-312026-01-30 CET CENTRAL SECS CORP13.2K shares0.00%2025-12-312026-01-30 VIGI VANGUARD WHITEHALL FDS7.3K shares26.95%2025-12-312026-01-30 GAM GENERAL AMERN INVS CO INC11.3K shares0.00%2025-12-312026-01-30 MDB MONGODB INC1.6K shares-13.63%2025-12-312026-01-30 CEG CONSTELLATION ENERGY CORP1.9K shares8.57%2025-12-312026-01-30 COMP COMPASS INC61.7K shares0.00%2025-12-312026-01-30 IBKR INTERACTIVE BROKERS GROUP IN10.0K shares0.12%2025-12-312026-01-30 EW EDWARDS LIFESCIENCES CORP7.5K shares0.00%2025-12-312026-01-30 ABT ABBOTT LABS5.1K shares-0.89%2025-12-312026-01-30 HWM HOWMET AEROSPACE INC3.1K shares0.00%2025-12-312026-01-30 AMD ADVANCED MICRO DEVICES INC2.9K shares16.06%2025-12-312026-01-30 D DOMINION ENERGY INC10.5K shares0.64%2025-12-312026-01-30 TTWO TAKE-TWO INTERACTIVE SOFTWAR2.4K shares3.65%2025-12-312026-01-30 VTIP VANGUARD MALVERN FDS12.0K shares-1.62%2025-12-312026-01-30 VCIT VANGUARD SCOTTSDALE FDS7.0K shares4.55%2025-12-312026-01-30 MGC VANGUARD WORLD FD2.3K shares0.43%2025-12-312026-01-30 MDLZ MONDELEZ INTL INC10.8K shares3.75%2025-12-312026-01-30 KKR & CO INC KKR & CO INC4.5K shares-0.74%2025-12-312026-01-30 COP CONOCOPHILLIPS6.2K shares0.00%2025-12-312026-01-30 CSX CSX CORP15.9K shares0.09%2025-12-312026-01-30 VCR VANGUARD WORLD FD1.5K shares0.21%2025-12-312026-01-30 DSI ISHARES TR4.5K shares0.00%2025-12-312026-01-30 DXCM DEXCOM INC8.7K shares0.00%2025-12-312026-01-30 SIXG ETF SER SOLUTIONS9.0K shares0.09%2025-12-312026-01-30 DFSV DIMENSIONAL ETF TRUST17.2K shares0.41%2025-12-312026-01-30 UPS UNITED PARCEL SERVICE INC5.6K shares-15.00%2025-12-312026-01-30 IDXX IDEXX LABS INC823 shares-5.73%2025-12-312026-01-30 OBDC BLUE OWL CAPITAL CORPORATION44.8K shares126.33%2025-12-312026-01-30 ADI ANALOG DEVICES INC2.0K shares0.00%2025-12-312026-01-30 BIL SPDR SERIES TRUST6.0K shares1.40%2025-12-312026-01-30 SFY TIDAL TRUST I4.2K shares0.00%2025-12-312026-01-30 ROBO EXCHANGE TRADED CONCEPTS TRU7.9K shares-15.66%2025-12-312026-01-30 PANW PALO ALTO NETWORKS INC2.9K shares0.00%2025-12-312026-01-30 DAL DELTA AIR LINES INC DEL7.8K shares-5.42%2025-12-312026-01-30 IWO ISHARES TR1.6K shares0.00%2025-12-312026-01-30 AZO AUTOZONE INC150 shares0.67%2025-12-312026-01-30 RSPA INVESCO ACTIVELY MANAGED EXC9.8K shares26.85%2025-12-312026-01-30 IWY ISHARES TR1.8K shares0.06%2025-12-312026-01-30 MTB M & T BK CORP2.4K shares0.13%2025-12-312026-01-30 IWR ISHARES TR5.0K shares-12.33%2025-12-312026-01-30 EXPE EXPEDIA GROUP INC1.7K shares0.00%2025-12-312026-01-30 FNDX SCHWAB STRATEGIC TR17.4K shares0.22%2025-12-312026-01-30 IBB ISHARES TR2.8K shares0.04%2025-12-312026-01-30 BNY BLACKROCK N Y MUN INCOME TRU46.2K shares1.58%2025-12-312026-01-30 VGK VANGUARD INTL EQUITY INDEX F5.5K shares2.97%2025-12-312026-01-30 AEP AMERICAN ELEC PWR CO INC4.0K shares0.00%2025-12-312026-01-30 STEW SRH TOTAL RETURN FUND INC24.9K shares0.00%2025-12-312026-01-30 SHY ISHARES TR5.5K shares-2.46%2025-12-312026-01-30 SPGI S&P GLOBAL INC862 shares0.00%2025-12-312026-01-30 SHV ISHARES TR4.1K shares0.00%2025-12-312026-01-30 AGG ISHARES TR4.5K shares6.39%2025-12-312026-01-30 SYK STRYKER CORPORATION1.3K shares0.00%2025-12-312026-01-30 NOBL PROSHARES TR4.2K shares0.43%2025-12-312026-01-30 MKC MCCORMICK & CO INC6.4K shares0.00%2025-12-312026-01-30 HSY HERSHEY CO2.4K shares-0.37%2025-12-312026-01-30 ETO EATON VANCE TAX-ADVANTAGED G14.4K shares0.41%2025-12-312026-01-30 AZN ASTRAZENECA PLC4.7K shares0.85%2025-12-312026-01-30 DLS WISDOMTREE TR5.3K shares0.00%2025-12-312026-01-30 MSIF MSC INCOME FUND INC32.5K shares0.00%2025-12-312026-01-30 QXO QXO INC22.1K sharesnew addition2025-12-312026-01-30 DHR DANAHER CORPORATION1.8K shares10.07%2025-12-312026-01-30 DBX DROPBOX INC15.0K shares0.00%2025-12-312026-01-30 ORLY OREILLY AUTOMOTIVE INC4.6K shares2.10%2025-12-312026-01-30 VHT VANGUARD WORLD FD1.4K shares3.43%2025-12-312026-01-30 SAP SAP SE1.7K shares0.00%2025-12-312026-01-30 DFAS DIMENSIONAL ETF TRUST5.9K shares7.02%2025-12-312026-01-30 NYT NEW YORK TIMES CO5.9K shares0.00%2025-12-312026-01-30 AMP AMERIPRISE FINL INC837 shares55.87%2025-12-312026-01-30 IUSG ISHARES TR2.3K shares-26.97%2025-12-312026-01-30 FSLR FIRST SOLAR INC1.5K shares0.00%2025-12-312026-01-30 TY TRI CONTL CORP11.9K shares0.00%2025-12-312026-01-30 MMC MARSH & MCLENNAN COS INC2.1K shares9.73%2025-12-312026-01-30 STUB STUBHUB HLDGS INC28.5K sharesnew addition2025-12-312026-01-30 HG HAMILTON INSURANCE GROUP LTD13.7K shares0.00%2025-12-312026-01-30 FIHL FIDELIS INSURANCE HOLDINGS L19.5K shares0.00%2025-12-312026-01-30 XLY SELECT SECTOR SPDR TR3.2K shares231.39%2025-12-312026-01-30 QQQM INVESCO EXCH TRADED FD TR II1.5K shares1.77%2025-12-312026-01-30 DUOL DUOLINGO INC2.1K shares0.00%2025-12-312026-01-30 JPST J P MORGAN EXCHANGE TRADED F7.4K shares-39.83%2025-12-312026-01-30 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-12-312026-01-30 MCB METROPOLITAN BK HLDG CORP4.9K shares0.00%2025-12-312026-01-30 IWP ISHARES TR2.7K shares-3.19%2025-12-312026-01-30 PYPL PAYPAL HLDGS INC6.2K shares-29.39%2025-12-312026-01-30 IWS ISHARES TR2.5K shares7.04%2025-12-312026-01-30 SHW SHERWIN WILLIAMS CO1.1K shares21.74%2025-12-312026-01-30 EZU ISHARES INC5.5K shares0.95%2025-12-312026-01-30 SHOP SHOPIFY INC2.2K shares-6.33%2025-12-312026-01-30 EVR EVERCORE INC1.0K shares34.34%2025-12-312026-01-30 MYN BLACKROCK MUNIYIELD N Y QUAL34.7K shares2.06%2025-12-312026-01-30 IEMG ISHARES INC5.1K shares1.46%2025-12-312026-01-30 WMB WILLIAMS COS INC5.6K shares75.86%2025-12-312026-01-30 QUAL ISHARES TR1.7K shares0.00%2025-12-312026-01-30 BN BROOKFIELD CORP7.2K shares49.99%2025-12-312026-01-30 DIVZ ELEVATION SERIES TRUST9.1K shares29.37%2025-12-312026-01-30 CME CME GROUP INC1.2K shares0.00%2025-12-312026-01-30 ASML ASML HOLDING N V307 shares36.44%2025-12-312026-01-30 CARS CARS COM INC26.7K shares0.00%2025-12-312026-01-30 FXE INVESCO CURRENCYSHARES EURO3.0K shares0.00%2025-12-312026-01-30 MPC MARATHON PETE CORP2.0K shares0.00%2025-12-312026-01-30 PGR PROGRESSIVE CORP1.4K shares32.86%2025-12-312026-01-30 AGNC AGNC INVT CORP29.5K shares3.41%2025-12-312026-01-30 GBTC GRAYSCALE BITCOIN TRUST ETF4.6K shares0.00%2025-12-312026-01-30 FAST FASTENAL CO7.8K shares0.00%2025-12-312026-01-30 MTD METTLER TOLEDO INTERNATIONAL225 shares0.00%2025-12-312026-01-30 IDEV ISHARES TR3.8K shares0.96%2025-12-312026-01-30 CTVA CORTEVA INC4.6K shares2.79%2025-12-312026-01-30 ALL ALLSTATE CORP1.5K shares18.23%2025-12-312026-01-30 KIM KIMCO RLTY CORP15.0K shares1.29%2025-12-312026-01-30 TRGP TARGA RES CORP1.6K shares0.00%2025-12-312026-01-30 QLTY GMO ETF TRUST7.8K shares0.34%2025-12-312026-01-30 HACK AMPLIFY ETF TR3.7K shares7.65%2025-12-312026-01-30 ACWV ISHARES INC2.5K shares11.15%2025-12-312026-01-30 FDN FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2025-12-312026-01-30 WBD WARNER BROS DISCOVERY INC10.2K sharesnew addition2025-12-312026-01-30 XLU SELECT SECTOR SPDR TR6.9K shares106.92%2025-12-312026-01-30 IVOO VANGUARD ADMIRAL FDS INC2.6K shares0.34%2025-12-312026-01-30 TFC TRUIST FINL CORP5.9K shares-10.30%2025-12-312026-01-30 GBDC GOLUB CAP BDC INC21.4K shares0.98%2025-12-312026-01-30 FPAG INVESTMENT MANAGERS SER TR I7.8K shares2.54%2025-12-312026-01-30 SO SOUTHERN CO3.3K shares8.54%2025-12-312026-01-30 UEC URANIUM ENERGY CORP24.7K shares0.00%2025-12-312026-01-30 FEZ SPDR INDEX SHS FDS4.5K shares0.67%2025-12-312026-01-30 IWC ISHARES TR1.8K shares0.33%2025-12-312026-01-30 IWN ISHARES TR1.6K shares7.32%2025-12-312026-01-30 IOO ISHARES TR2.2K shares0.36%2025-12-312026-01-30 SCHV SCHWAB STRATEGIC TR9.3K shares0.00%2025-12-312026-01-30 RPM RPM INTL INC2.7K shares0.00%2025-12-312026-01-30 BIIB BIOGEN INC1.6K shares-6.01%2025-12-312026-01-30 CPT CAMDEN PPTY TR2.5K shares0.00%2025-12-312026-01-30 GTLS CHART INDS INC1.3K shares0.00%2025-12-312026-01-30 EFX EQUIFAX INC1.3K sharesnew addition2025-12-312026-01-30 PFF ISHARES TR8.8K shares-33.11%2025-12-312026-01-30 SCHA SCHWAB STRATEGIC TR9.4K sharesnew addition2025-12-312026-01-30 ARKK ARK ETF TR3.5K shares3.00%2025-12-312026-01-30 TGT TARGET CORP2.7K shares14.82%2025-12-312026-01-30 HLT HILTON WORLDWIDE HLDGS INC920 shares0.00%2025-12-312026-01-30 GHC GRAHAM HLDGS CO236 shares-9.58%2025-12-312026-01-30 CARR CARRIER GLOBAL CORPORATION4.9K shares9.81%2025-12-312026-01-30 GSK PLC GSK PLC5.2K shares0.38%2025-12-312026-01-30 VMBS VANGUARD SCOTTSDALE FDS5.4K shares0.00%2025-12-312026-01-30 PEG PUBLIC SVC ENTERPRISE GRP IN3.2K shares0.00%2025-12-312026-01-30 MUNY VANGUARD NY TAX FREE FDS2.5K sharesnew addition2025-12-312026-01-30 IAT ISHARES TR4.6K shares-2.35%2025-12-312026-01-30 CGW INVESCO EXCH TRADED FD TR II4.0K shares0.00%2025-12-312026-01-30 VSS VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2025-12-312026-01-30 NIE VIRTUS EQUITY & CONV INCM FD10.0K shares0.00%2025-12-312026-01-30 PBE INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2025-12-312026-01-30 LDOS LEIDOS HOLDINGS INC1.4K shares0.00%2025-12-312026-01-30 CVS CVS HEALTH CORP3.1K shares0.00%2025-12-312026-01-30 NXPI NXP SEMICONDUCTORS N V1.1K shares0.98%2025-12-312026-01-30 PHG KONINKLIJKE PHILIPS N V9.1K sharesnew addition2025-12-312026-01-30 GRMN GARMIN LTD1.2K shares0.33%2025-12-312026-01-30 TMFC RBB FD INC3.4K shares0.15%2025-12-312026-01-30 ETH GRAYSCALE ETHEREUM MINI TR E8.7K shares0.00%2025-12-312026-01-30 TT TRANE TECHNOLOGIES PLC620 shares-1.74%2025-12-312026-01-30 SCHF SCHWAB STRATEGIC TR10.0K shares1.28%2025-12-312026-01-30 SPHQ INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2025-12-312026-01-30 NOW SERVICENOW INC1.6K sharesnew addition2025-12-312026-01-30 BTI BRITISH AMERN TOB PLC4.1K shares9.31%2025-12-312026-01-30 PML PIMCO MUN INCOME FD II31.0K shares0.92%2025-12-312026-01-30 EXAS EXACT SCIENCES CORP2.3K sharesnew addition2025-12-312026-01-30 ADBE ADOBE INC665 shares5.22%2025-12-312026-01-30 XLP SELECT SECTOR SPDR TR3.0K shares0.00%2025-12-312026-01-30 GIS GENERAL MLS INC4.9K shares1.37%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR7.0K shares-7.35%2025-12-312026-01-30 ABNB AIRBNB INC1.7K shares-62.64%2025-12-312026-01-30 PLD PROLOGIS INC.1.8K sharesnew addition2025-12-312026-01-30 CCJ CAMECO CORP2.4K sharesnew addition2025-12-312026-01-30 VRTX VERTEX PHARMACEUTICALS INC492 sharesnew addition2025-12-312026-01-30 LOW LOWES COS INC922 shares-8.44%2025-12-312026-01-30 AIG AMERICAN INTL GROUP INC2.6K shares0.15%2025-12-312026-01-30 GEHC GE HEALTHCARE TECHNOLOGIES I2.7K shares-25.55%2025-12-312026-01-30 INDA ISHARES TR4.1K sharesnew addition2025-12-312026-01-30 GENI GENIUS SPORTS LIMITED20.0K shares0.00%2025-12-312026-01-30 LNG CHENIERE ENERGY INC1.1K shares0.00%2025-12-312026-01-30 XSD SPDR SERIES TRUST679 shares0.00%2025-12-312026-01-30 SU SUNCOR ENERGY INC NEW4.9K shares0.00%2025-12-312026-01-30 CPNG COUPANG INC9.2K shares0.00%2025-12-312026-01-30 GDX VANECK ETF TRUST2.5K shares-35.44%2025-12-312026-01-30 WTW WILLIS TOWERS WATSON PLC LTD657 shares0.00%2025-12-312026-01-30 SYF SYNCHRONY FINANCIAL2.6K sharesnew addition2025-12-312026-01-30 GILD GILEAD SCIENCES INC1.7K sharesnew addition2025-12-312026-01-30 EME EMCOR GROUP INC345 sharesnew addition2025-12-312026-01-30 BBT BEACON FINANCIAL CORP.7.8K sharesnew addition2025-12-312026-01-30 SCHM SCHWAB STRATEGIC TR6.8K shares0.18%2025-12-312026-01-30 ULTA ULTA BEAUTY INC333 sharesnew addition2025-12-312026-01-30 UHT UNIVERSAL HEALTH RLTY INCOME5.1K shares0.00%2025-12-312026-01-30 OMC OMNICOM GROUP INC2.5K shares0.00%2025-12-312026-01-30 AOS SMITH A O CORP3.0K shares-7.69%2025-12-312026-01-30 CERS CERUS CORP85.0K shares-15.00%2025-12-312026-01-30 F FORD MTR CO13.0K shares0.06%2025-12-312026-01-30 ICLN ISHARES TR10.2K sharesnew addition2025-12-312026-01-30 UUUU ENERGY FUELS INC11.3K shares0.00%2025-12-312026-01-30 RC READY CAPITAL CORP71.9K shares-1.37%2025-12-312026-01-30 EDIT EDITAS MEDICINE INC68.1K sharesnew addition2025-12-312026-01-30 NXJ NUVEEN NEW JERSEY QULT MUN F10.8K shares0.00%2025-12-312026-01-30 VTRS VIATRIS INC10.5K shares-29.72%2025-12-312026-01-30 CNH CNH INDL N V12.6K shares0.00%2025-12-312026-01-30 ACRE ARES COML REAL ESTATE CORP20.8K shares0.00%2025-12-312026-01-30 SABA SABA CAPITAL INCOME & OPPORT11.5K shares0.00%2025-12-312026-01-30 TCPC BLACKROCK TCP CAPITAL CORP16.7K shares0.00%2025-12-312026-01-30 APYX APYX MEDICAL CORPORATION20.5K shares0.00%2025-12-312026-01-30 ABTC AMERICAN BITCOIN CORP.32.9K sharesnew addition2025-12-312026-01-30 EDD MORGAN STANLEY EMERGING MKTS10.0K shares0.00%2025-12-312026-01-30 SATL SATELLOGIC INC26.3K shares0.00%2025-12-312026-01-30 MERC MERCER INTL INC10.0K shares0.00%2025-12-312026-01-30 CGEN COMPUGEN LTD12.0K shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available