The Analysis of Joel Isaacson & Co., LLC's Holdings
Currently, Joel Isaacson & Co., LLC holds 446 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in NVDA (+82.8K shares, valued at $15.4M), VTI (+15.9K shares, valued at $5.2M), QQQ (+7.6K shares, valued at $4.5M); decreased their positions in GOOG (-34.3K shares, valued at $8.4M), IAC (-90.0K shares, valued at $3.1M), MTCH (-29.3K shares, valued at $1.0M); initiated new positions in VTIP (+12.2K shares, valued at $616.3K), ETN (+1.6K shares, valued at $614.5K), COP (+6.2K shares, valued at $583.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SDY SPDR SERIES TRUST2.7M shares0.84%2025-09-302025-10-30
VIG VANGUARD SPECIALIZED FUNDS1.3M shares1.22%2025-09-302025-10-30 VTI VANGUARD INDEX FDS497.2K shares3.30%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS977.9K shares0.90%2025-09-302025-10-30 VO VANGUARD INDEX FDS429.5K shares1.74%2025-09-302025-10-30 GOOGL ALPHABET INC480.3K shares0.52%2025-09-302025-10-30 GOOG ALPHABET INC459.4K shares-6.95%2025-09-302025-10-30 AAPL APPLE INC435.5K shares3.91%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR113.6K shares-0.49%2025-09-302025-10-30 VOOG VANGUARD ADMIRAL FDS INC137.8K shares3.90%2025-09-302025-10-30 MSFT MICROSOFT CORP106.2K shares5.33%2025-09-302025-10-30 IJK ISHARES TR508.2K shares0.25%2025-09-302025-10-30 VB VANGUARD INDEX FDS189.2K shares1.35%2025-09-302025-10-30 DFAT DIMENSIONAL ETF TRUST731.5K shares0.98%2025-09-302025-10-30 AMZN AMAZON COM INC184.0K shares8.67%2025-09-302025-10-30 META META PLATFORMS INC52.4K shares12.76%2025-09-302025-10-30 VUG VANGUARD INDEX FDS78.0K shares6.86%2025-09-302025-10-30 VXUS VANGUARD STAR FDS434.6K shares11.98%2025-09-302025-10-30 NVDA NVIDIA CORPORATION154.1K shares115.96%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR97.4K shares0.42%2025-09-302025-10-30 ESGU ISHARES TR176.2K shares0.18%2025-09-302025-10-30 VOO VANGUARD INDEX FDS40.5K shares3.46%2025-09-302025-10-30 VTEI VANGUARD MUN BD FDS235.2K shares13.96%2025-09-302025-10-30 QQQ INVESCO QQQ TR34.3K shares28.29%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.57.4K shares6.45%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL32.2K shares2.76%2025-09-302025-10-30 VONG VANGUARD SCOTTSDALE FDS134.1K shares1.75%2025-09-302025-10-30 EVT EATON VANCE TAX ADVT DIV INC629.8K shares-4.42%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON78.0K shares3.95%2025-09-302025-10-30 XLF SELECT SECTOR SPDR TR238.6K shares0.65%2025-09-302025-10-30 VEU VANGUARD INTL EQUITY INDEX F168.4K shares1.94%2025-09-302025-10-30 NFLX NETFLIX INC9.2K shares29.78%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO71.2K shares4.44%2025-09-302025-10-30 APO APOLLO GLOBAL MGMT INC80.0K shares0.02%2025-09-302025-10-30 VBR VANGUARD INDEX FDS50.3K shares1.75%2025-09-302025-10-30 PNC PNC FINL SVCS GROUP INC49.4K shares0.00%2025-09-302025-10-30 GLD SPDR GOLD TR27.7K shares0.29%2025-09-302025-10-30 IVV ISHARES TR14.2K shares0.72%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F65.9K shares6.09%2025-09-302025-10-30 IAC IAC INC265.1K shares-25.36%2025-09-302025-10-30 WMG WARNER MUSIC GROUP CORP260.1K shares-3.16%2025-09-302025-10-30 BIV VANGUARD BD INDEX FDS107.2K shares20.16%2025-09-302025-10-30 LLY ELI LILLY & CO10.8K shares57.88%2025-09-302025-10-30 MAIN MAIN STR CAP CORP128.7K shares0.12%2025-09-302025-10-30 XOM EXXON MOBIL CORP70.6K shares0.03%2025-09-302025-10-30 MGK VANGUARD WORLD FD19.3K shares-0.50%2025-09-302025-10-30 GS GOLDMAN SACHS GROUP INC9.7K shares2.18%2025-09-302025-10-30 MS MORGAN STANLEY48.4K shares0.05%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW8.1K shares74.41%2025-09-302025-10-30 VGT VANGUARD WORLD FD9.7K shares0.07%2025-09-302025-10-30 FTAI FTAI AVIATION LTD42.2K shares0.00%2025-09-302025-10-30 HD HOME DEPOT INC16.3K shares23.05%2025-09-302025-10-30 VYMI VANGUARD WHITEHALL FDS74.4K shares48.93%2025-09-302025-10-30 CMCSA COMCAST CORP NEW185.6K shares-0.67%2025-09-302025-10-30 IWF ISHARES TR12.4K shares-0.85%2025-09-302025-10-30 ORCL ORACLE CORP20.1K shares4.35%2025-09-302025-10-30 VBK VANGUARD INDEX FDS18.6K shares0.51%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS19.2K shares1.57%2025-09-302025-10-30 VTV VANGUARD INDEX FDS26.1K shares-1.19%2025-09-302025-10-30 WFC WELLS FARGO CO NEW57.3K shares22.94%2025-09-302025-10-30 BX BLACKSTONE INC27.4K shares17.96%2025-09-302025-10-30 BAC BANK AMERICA CORP90.6K shares2.12%2025-09-302025-10-30 AXP AMERICAN EXPRESS CO13.8K shares17.46%2025-09-302025-10-30 MUB ISHARES TR42.8K shares0.56%2025-09-302025-10-30 PLTR PALANTIR TECHNOLOGIES INC24.0K shares3.50%2025-09-302025-10-30 AVGO BROADCOM INC13.2K shares15.75%2025-09-302025-10-30 COIN COINBASE GLOBAL INC12.8K shares6.05%2025-09-302025-10-30 BK BANK NEW YORK MELLON CORP39.4K shares13.39%2025-09-302025-10-30 SUB ISHARES TR39.3K shares-0.18%2025-09-302025-10-30 MCD MCDONALDS CORP13.4K shares42.08%2025-09-302025-10-30 DIS DISNEY WALT CO35.3K shares9.84%2025-09-302025-10-30 WMT WALMART INC38.9K shares20.06%2025-09-302025-10-30 ITOT ISHARES TR27.0K shares0.29%2025-09-302025-10-30 EBAY EBAY INC.42.4K shares0.00%2025-09-302025-10-30 IJH ISHARES TR58.5K shares-0.26%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-09-302025-10-30 ARCC ARES CAPITAL CORP174.6K shares-0.01%2025-09-302025-10-30 MTCH MATCH GROUP INC NEW97.0K shares-23.16%2025-09-302025-10-30 FBTC FIDELITY WISE ORIGIN BITCOIN34.2K shares0.00%2025-09-302025-10-30 IWM ISHARES TR13.9K shares1.02%2025-09-302025-10-30 DVY ISHARES TR23.5K shares0.03%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F60.7K shares0.41%2025-09-302025-10-30 V VISA INC9.6K shares9.01%2025-09-302025-10-30 MDY SPDR S&P MIDCAP 400 ETF TR5.5K shares-0.47%2025-09-302025-10-30 MRK MERCK & CO INC38.5K shares34.29%2025-09-302025-10-30 IYW ISHARES TR15.8K shares0.01%2025-09-302025-10-30 EPD ENTERPRISE PRODS PARTNERS L97.7K shares0.51%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS60.5K shares462.87%2025-09-302025-10-30 NEE NEXTERA ENERGY INC39.5K shares4.32%2025-09-302025-10-30 ANGI ANGI INC183.4K shares-0.01%2025-09-302025-10-30 LC LENDINGCLUB CORP195.8K shares-7.55%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC8.6K shares47.73%2025-09-302025-10-30 XLC SELECT SECTOR SPDR TR24.9K shares1.76%2025-09-302025-10-30 IWD ISHARES TR14.1K shares4.19%2025-09-302025-10-30 IVW ISHARES TR23.2K shares0.01%2025-09-302025-10-30 WINN HARBOR ETF TRUST89.2K shares28.91%2025-09-302025-10-30 RTX RTX CORPORATION16.2K shares57.89%2025-09-302025-10-30 UNP UNION PAC CORP11.4K shares-1.86%2025-09-302025-10-30 RSP INVESCO EXCHANGE TRADED FD T14.0K shares30.28%2025-09-302025-10-30 CVX CHEVRON CORP NEW17.0K shares8.86%2025-09-302025-10-30 IWB ISHARES TR7.2K shares0.08%2025-09-302025-10-30 JEPI J P MORGAN EXCHANGE TRADED F45.3K shares72.88%2025-09-302025-10-30 EFA ISHARES TR27.6K shares6.67%2025-09-302025-10-30 LMT LOCKHEED MARTIN CORP5.2K shares347.22%2025-09-302025-10-30 CSCO CISCO SYS INC36.1K shares3.80%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS40.9K shares14.11%2025-09-302025-10-30 XLE SELECT SECTOR SPDR TR27.0K shares0.11%2025-09-302025-10-30 NET CLOUDFLARE INC10.9K shares-0.09%2025-09-302025-10-30 PEP PEPSICO INC16.6K shares0.31%2025-09-302025-10-30 GE GE AEROSPACE7.7K shares3.61%2025-09-302025-10-30 IJR ISHARES TR19.3K shares-3.68%2025-09-302025-10-30 ROST ROSS STORES INC14.9K shares7.17%2025-09-302025-10-30 SGU STAR GROUP L P191.9K shares0.02%2025-09-302025-10-30 AMGN AMGEN INC8.0K shares29.04%2025-09-302025-10-30 EL LAUDER ESTEE COS INC25.6K shares-11.27%2025-09-302025-10-30 VOT VANGUARD INDEX FDS7.6K shares0.13%2025-09-302025-10-30 ED CONSOLIDATED EDISON INC22.1K shares-6.88%2025-09-302025-10-30 CB CHUBB LIMITED7.8K shares0.00%2025-09-302025-10-30 SMH VANECK ETF TRUST6.7K shares0.00%2025-09-302025-10-30 VV VANGUARD INDEX FDS7.1K shares4.49%2025-09-302025-10-30 TSLA TESLA INC4.9K shares0.88%2025-09-302025-10-30 VZ VERIZON COMMUNICATIONS INC49.2K shares-0.81%2025-09-302025-10-30 VPU VANGUARD WORLD FD11.4K shares0.12%2025-09-302025-10-30 PFE PFIZER INC79.8K shares4.03%2025-09-302025-10-30 BA BOEING CO9.3K shares146.51%2025-09-302025-10-30 CAT CATERPILLAR INC4.1K shares46.83%2025-09-302025-10-30 TJX TJX COS INC NEW13.3K shares10.73%2025-09-302025-10-30 PTON PELOTON INTERACTIVE INC200.2K shares0.00%2025-09-302025-10-30 DIBS 1STDIBS COM INC695.4K shares29.44%2025-09-302025-10-30 BLK BLACKROCK INC1.5K shares0.00%2025-09-302025-10-30 CRWD CROWDSTRIKE HLDGS INC3.5K shares66.00%2025-09-302025-10-30 REGN REGENERON PHARMACEUTICALS3.1K shares0.00%2025-09-302025-10-30 BSV VANGUARD BD INDEX FDS21.7K shares48.71%2025-09-302025-10-30 GLW CORNING INC20.4K shares0.00%2025-09-302025-10-30 ABBV ABBVIE INC7.2K shares6.50%2025-09-302025-10-30 T AT&T INC58.6K shares7.53%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP5.4K shares0.00%2025-09-302025-10-30 LRCX LAM RESEARCH CORP12.1K shares0.00%2025-09-302025-10-30 HON HONEYWELL INTL INC7.6K shares17.27%2025-09-302025-10-30 PAVE GLOBAL X FDS33.2K shares0.25%2025-09-302025-10-30 KO COCA COLA CO23.6K shares9.70%2025-09-302025-10-30 MO ALTRIA GROUP INC23.7K shares28.03%2025-09-302025-10-30 VOE VANGUARD INDEX FDS8.9K shares0.31%2025-09-302025-10-30 WM WASTE MGMT INC DEL7.0K shares134.68%2025-09-302025-10-30 SRLN SSGA ACTIVE ETF TR36.8K shares-3.35%2025-09-302025-10-30 INTC INTEL CORP45.0K shares28.07%2025-09-302025-10-30 PM PHILIP MORRIS INTL INC9.2K shares0.00%2025-09-302025-10-30 DGRO ISHARES TR22.0K shares0.53%2025-09-302025-10-30 VNQ VANGUARD INDEX FDS16.0K shares0.52%2025-09-302025-10-30 BMY BRISTOL-MYERS SQUIBB CO31.7K shares23.98%2025-09-302025-10-30 TRV TRAVELERS COMPANIES INC5.1K shares0.93%2025-09-302025-10-30 UBER UBER TECHNOLOGIES INC14.1K shares81.50%2025-09-302025-10-30 ESGV VANGUARD WORLD FD11.3K shares0.49%2025-09-302025-10-30 IBIT ISHARES BITCOIN TRUST ETF20.4K shares5.96%2025-09-302025-10-30 JEF JEFFERIES FINL GROUP INC19.8K shares32.01%2025-09-302025-10-30 CRM SALESFORCE INC5.4K shares78.31%2025-09-302025-10-30 AFL AFLAC INC11.3K shares0.00%2025-09-302025-10-30 GEV GE VERNOVA INC2.0K shares2.68%2025-09-302025-10-30 TMO THERMO FISHER SCIENTIFIC INC2.5K shares0.00%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN4.1K shares0.00%2025-09-302025-10-30 AMT AMERICAN TOWER CORP NEW6.3K shares0.00%2025-09-302025-10-30 SPOT SPOTIFY TECHNOLOGY S A1.7K shares11.41%2025-09-302025-10-30 QCOM QUALCOMM INC7.2K shares10.64%2025-09-302025-10-30 ADSK AUTODESK INC3.7K shares-13.93%2025-09-302025-10-30 ISRG INTUITIVE SURGICAL INC2.6K shares0.00%2025-09-302025-10-30 NVO NOVO-NORDISK A S21.1K shares0.96%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD4.2K shares1.23%2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR42.5K shares0.23%2025-09-302025-10-30 BNDX VANGUARD CHARLOTTE FDS23.2K shares0.65%2025-09-302025-10-30 CI THE CIGNA GROUP4.0K shares0.28%2025-09-302025-10-30 IEFA ISHARES TR13.1K shares15.35%2025-09-302025-10-30 MA MASTERCARD INCORPORATED2.0K shares2.57%2025-09-302025-10-30 MAR MARRIOTT INTL INC NEW4.2K shares0.00%2025-09-302025-10-30 OKE ONEOK INC NEW14.8K shares0.00%2025-09-302025-10-30 DE DEERE & CO2.3K shares62.59%2025-09-302025-10-30 IVE ISHARES TR5.0K shares-22.00%2025-09-302025-10-30 EEM ISHARES TR19.1K shares34.72%2025-09-302025-10-30 MELI MERCADOLIBRE INC436 shares2.11%2025-09-302025-10-30 HOOD ROBINHOOD MKTS INC7.0K shares-9.06%2025-09-302025-10-30 NOC NORTHROP GRUMMAN CORP1.6K shares0.00%2025-09-302025-10-30 UL UNILEVER PLC16.9K shares19.02%2025-09-302025-10-30 IYF ISHARES TR7.7K shares0.00%2025-09-302025-10-30 DEO DIAGEO PLC9.9K shares101.09%2025-09-302025-10-30 AON AON PLC2.6K shares0.00%2025-09-302025-10-30 CNQ CANADIAN NAT RES LTD29.1K shares0.00%2025-09-302025-10-30 IXUS ISHARES TR11.2K shares0.97%2025-09-302025-10-30 IJT ISHARES TR6.5K shares0.00%2025-09-302025-10-30 OWL BLUE OWL CAPITAL INC54.2K shares0.62%2025-09-302025-10-30 VXF VANGUARD INDEX FDS4.3K shares7.37%2025-09-302025-10-30 CMI CUMMINS INC2.1K shares0.00%2025-09-302025-10-30 MET METLIFE INC10.5K shares0.97%2025-09-302025-10-30 EFAV ISHARES TR10.1K shares97.66%2025-09-302025-10-30 SCHW SCHWAB CHARLES CORP9.0K shares20.18%2025-09-302025-10-30 BXSL BLACKSTONE SECD LENDING FD32.5K shares0.00%2025-09-302025-10-30 SBUX STARBUCKS CORP10.0K shares7.11%2025-09-302025-10-30 CL COLGATE PALMOLIVE CO10.4K shares19.36%2025-09-302025-10-30 TXN TEXAS INSTRS INC4.5K shares0.92%2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE1.8K shares-33.80%2025-09-302025-10-30 MMM 3M CO5.3K shares61.36%2025-09-302025-10-30 ACWI ISHARES TR5.8K shares0.00%2025-09-302025-10-30 EMR EMERSON ELEC CO6.1K shares-3.98%2025-09-302025-10-30 LSPD LIGHTSPEED COMMERCE INC69.3K shares-35.25%2025-09-302025-10-30 FRT FEDERAL RLTY INVT TR NEW7.9K shares0.00%2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP6.4K shares3.93%2025-09-302025-10-30 SCHB SCHWAB STRATEGIC TR30.8K shares0.29%2025-09-302025-10-30 AMAT APPLIED MATLS INC3.8K shares16.25%2025-09-302025-10-30 WELL WELLTOWER INC4.4K shares0.00%2025-09-302025-10-30 YUM YUM BRANDS INC5.1K shares1.00%2025-09-302025-10-30 ITW ILLINOIS TOOL WKS INC3.0K shares-7.00%2025-09-302025-10-30 C CITIGROUP INC7.5K shares26.85%2025-09-302025-10-30 BDX BECTON DICKINSON & CO4.1K shares0.00%2025-09-302025-10-30 HALO HALOZYME THERAPEUTICS INC10.2K shares0.00%2025-09-302025-10-30 SPG SIMON PPTY GROUP INC NEW4.0K shares0.00%2025-09-302025-10-30 URTH ISHARES INC4.1K shares-14.67%2025-09-302025-10-30 ETHA ISHARES ETHEREUM TR23.2K shares14.55%2025-09-302025-10-30 XLG INVESCO EXCHANGE TRADED FD T12.6K shares0.13%2025-09-302025-10-30 NVS NOVARTIS AG5.7K shares0.00%2025-09-302025-10-30 KMI KINDER MORGAN INC DEL25.2K shares0.88%2025-09-302025-10-30 ARES ARES MANAGEMENT CORPORATION4.5K shares0.56%2025-09-302025-10-30 PSX PHILLIPS 665.2K shares62.17%2025-09-302025-10-30 GAM GENERAL AMERN INVS CO INC11.3K shares0.00%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR26.7K shares-6.98%2025-09-302025-10-30 DUOL DUOLINGO INC2.1K shares0.00%2025-09-302025-10-30 ABT ABBOTT LABS5.2K shares0.00%2025-09-302025-10-30 IBKR INTERACTIVE BROKERS GROUP IN9.9K shares0.12%2025-09-302025-10-30 COF CAPITAL ONE FINL CORP3.2K shares0.00%2025-09-302025-10-30 CET CENTRAL SECS CORP13.2K shares0.00%2025-09-302025-10-30 IWV ISHARES TR1.8K shares-6.76%2025-09-302025-10-30 MDLZ MONDELEZ INTL INC10.4K shares-13.77%2025-09-302025-10-30 AZO AUTOZONE INC149 shares0.00%2025-09-302025-10-30 D DOMINION ENERGY INC10.4K shares0.60%2025-09-302025-10-30 KLAC KLA CORP591 shares0.00%2025-09-302025-10-30 JPST J P MORGAN EXCHANGE TRADED F12.3K shares-13.86%2025-09-302025-10-30 FDX FEDEX CORP2.6K shares1.71%2025-09-302025-10-30 VTIP VANGUARD MALVERN FDS12.2K sharesnew addition2025-09-302025-10-30 ROBO EXCHANGE TRADED CONCEPTS TRU9.4K shares0.00%2025-09-302025-10-30 ETN EATON CORP PLC1.6K sharesnew addition2025-09-302025-10-30 HWM HOWMET AEROSPACE INC3.1K shares103.16%2025-09-302025-10-30 PANW PALO ALTO NETWORKS INC2.9K shares0.00%2025-09-302025-10-30 ADX ADAMS DIVERSIFIED EQUITY FD26.7K shares0.60%2025-09-302025-10-30 KKR KKR & CO INC4.6K shares0.07%2025-09-302025-10-30 PYPL PAYPAL HLDGS INC8.8K shares-14.54%2025-09-302025-10-30 TTWO TAKE-TWO INTERACTIVE SOFTWAR2.3K shares39.24%2025-09-302025-10-30 DUK DUKE ENERGY CORP NEW4.7K shares-5.24%2025-09-302025-10-30 EW EDWARDS LIFESCIENCES CORP7.5K shares0.00%2025-09-302025-10-30 COP CONOCOPHILLIPS6.2K sharesnew addition2025-09-302025-10-30 DXCM DEXCOM INC8.7K shares0.00%2025-09-302025-10-30 VCR VANGUARD WORLD FD1.5K shares0.14%2025-09-302025-10-30 TTE TOTALENERGIES SE9.6K shares89.58%2025-09-302025-10-30 ELV ELEVANCE HEALTH INC FORMERLY1.8K shares45.27%2025-09-302025-10-30 MDB MONGODB INC1.8K shares0.00%2025-09-302025-10-30 MGC VANGUARD WORLD FD2.3K shares0.22%2025-09-302025-10-30 CEG CONSTELLATION ENERGY CORP1.7K shares-1.26%2025-09-302025-10-30 VCIT VANGUARD SCOTTSDALE FDS6.7K shares77.22%2025-09-302025-10-30 CSX CSX CORP15.9K shares41.30%2025-09-302025-10-30 DSI ISHARES TR4.5K shares0.00%2025-09-302025-10-30 IDXX IDEXX LABS INC873 shares0.00%2025-09-302025-10-30 UPS UNITED PARCEL SERVICE INC6.6K shares13.10%2025-09-302025-10-30 SIXG ETF SER SOLUTIONS9.0K shares0.08%2025-09-302025-10-30 SHEL SHELL PLC7.7K shares54.49%2025-09-302025-10-30 IWR ISHARES TR5.7K shares-1.70%2025-09-302025-10-30 ABNB AIRBNB INC4.5K shares0.00%2025-09-302025-10-30 BIL SPDR SERIES TRUST5.9K shares1.04%2025-09-302025-10-30 DFSV DIMENSIONAL ETF TRUST17.1K shares0.42%2025-09-302025-10-30 ACN ACCENTURE PLC IRELAND2.2K shares1.33%2025-09-302025-10-30 BND VANGUARD BD INDEX FDS7.3K shares0.10%2025-09-302025-10-30 SFY TIDAL TRUST I4.2K shares0.00%2025-09-302025-10-30 VTEC VANGUARD CALIF TAX FREE FDS5.3K shares99.18%2025-09-302025-10-30 IUSG ISHARES TR3.2K shares10.41%2025-09-302025-10-30 IWO ISHARES TR1.6K shares0.00%2025-09-302025-10-30 VIGI VANGUARD WHITEHALL FDS5.7K shares10.03%2025-09-302025-10-30 EFAA INVESCO ACTIVELY MANAGED EXC9.7K shares25.72%2025-09-302025-10-30 ADI ANALOG DEVICES INC2.0K shares-1.12%2025-09-302025-10-30 COMP COMPASS INC61.7K shares0.00%2025-09-302025-10-30 JNK SPDR SERIES TRUST5.0K shares0.00%2025-09-302025-10-30 IWY ISHARES TR1.8K shares0.11%2025-09-302025-10-30 ORLY OREILLY AUTOMOTIVE INC4.5K shares12.58%2025-09-302025-10-30 MTB M & T BK CORP2.4K shares32.98%2025-09-302025-10-30 DAL DELTA AIR LINES INC DEL8.2K sharesnew addition2025-09-302025-10-30 SHY ISHARES TR5.6K shares10.78%2025-09-302025-10-30 SYK STRYKER CORPORATION1.3K shares-1.79%2025-09-302025-10-30 BNY BLACKROCK N Y MUN INCOME TRU45.5K shares1.26%2025-09-302025-10-30 FNDX SCHWAB STRATEGIC TR17.4K shares-25.48%2025-09-302025-10-30 SAP SAP SE1.7K shares0.00%2025-09-302025-10-30 DBX DROPBOX INC15.0K shares0.00%2025-09-302025-10-30 HSY HERSHEY CO2.4K shares0.21%2025-09-302025-10-30 BTC GRAYSCALE BITCOIN MINI TR ET8.9K shares0.00%2025-09-302025-10-30 STEW SRH TOTAL RETURN FUND INC24.9K shares0.00%2025-09-302025-10-30 SHV ISHARES TR4.1K shares0.00%2025-09-302025-10-30 AEP AMERICAN ELEC PWR CO INC4.0K shares0.00%2025-09-302025-10-30 NOBL PROSHARES TR4.2K shares0.74%2025-09-302025-10-30 MKC MCCORMICK & CO INC6.4K shares0.00%2025-09-302025-10-30 VGK VANGUARD INTL EQUITY INDEX F5.4K shares-10.15%2025-09-302025-10-30 NGG NATIONAL GRID PLC5.9K shares0.00%2025-09-302025-10-30 MSIF MSC INCOME FUND INC32.5K shares0.00%2025-09-302025-10-30 AGG ISHARES TR4.2K shares9.78%2025-09-302025-10-30 DLS WISDOMTREE TR5.3K shares0.00%2025-09-302025-10-30 SPGI S&P GLOBAL INC862 shares0.00%2025-09-302025-10-30 PFF ISHARES TR13.1K shares34.43%2025-09-302025-10-30 GBTC GRAYSCALE BITCOIN TRUST ETF4.6K shares0.00%2025-09-302025-10-30 IBB ISHARES TR2.8K shares0.00%2025-09-302025-10-30 TY TRI CONTL CORP11.9K shares0.00%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC2.5K shares-6.26%2025-09-302025-10-30 ETO EATON VANCE TAX-ADVANTAGED G14.3K shares0.44%2025-09-302025-10-30 RSPA INVESCO ACTIVELY MANAGED EXC7.7K shares16.40%2025-09-302025-10-30 IWP ISHARES TR2.8K shares0.04%2025-09-302025-10-30 AB ALLIANCEBERNSTEIN HLDG L P10.3K shares0.74%2025-09-302025-10-30 FAST FASTENAL CO7.8K shares0.00%2025-09-302025-10-30 MMC MARSH & MCLENNAN COS INC1.9K shares0.00%2025-09-302025-10-30 DFAS DIMENSIONAL ETF TRUST5.6K shares0.02%2025-09-302025-10-30 MPC MARATHON PETE CORP2.0K sharesnew addition2025-09-302025-10-30 DVYE ISHARES INC12.3K shares1.84%2025-09-302025-10-30 MCB METROPOLITAN BK HLDG CORP4.9K shares0.00%2025-09-302025-10-30 VHT VANGUARD WORLD FD1.4K shares0.21%2025-09-302025-10-30 QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-09-302025-10-30 AZN ASTRAZENECA PLC4.7K shares0.00%2025-09-302025-10-30 EXPE EXPEDIA GROUP INC1.7K sharesnew addition2025-09-302025-10-30 IUSV ISHARES TR3.6K shares0.00%2025-09-302025-10-30 VBIL VANGUARD INSTL INDEX FD4.7K shares74.40%2025-09-302025-10-30 FIHL FIDELIS INSURANCE HOLDINGS L19.5K shares0.00%2025-09-302025-10-30 SHOP SHOPIFY INC2.3K shares0.00%2025-09-302025-10-30 NYT NEW YORK TIMES CO5.9K shares0.00%2025-09-302025-10-30 HG HAMILTON INSURANCE GROUP LTD13.7K shares10.12%2025-09-302025-10-30 ETH GRAYSCALE ETHEREUM MINI TR E8.7K sharesnew addition2025-09-302025-10-30 EZU ISHARES INC5.4K shares0.00%2025-09-302025-10-30 MYN BLACKROCK MUNIYIELD N Y QUAL34.0K shares1.65%2025-09-302025-10-30 BN BROOKFIELD CORP4.8K shares4.50%2025-09-302025-10-30 IEMG ISHARES INC5.0K shares5.42%2025-09-302025-10-30 UEC URANIUM ENERGY CORP24.7K shares0.00%2025-09-302025-10-30 IAU ISHARES GOLD TR4.5K shares0.20%2025-09-302025-10-30 DHR DANAHER CORPORATION1.7K shares0.00%2025-09-302025-10-30 FSLR FIRST SOLAR INC1.5K sharesnew addition2025-09-302025-10-30 ANET ARISTA NETWORKS INC2.2K shares-8.17%2025-09-302025-10-30 QUAL ISHARES TR1.7K shares-11.55%2025-09-302025-10-30 IWS ISHARES TR2.3K shares0.04%2025-09-302025-10-30 CME CME GROUP INC1.2K shares0.00%2025-09-302025-10-30 CARS CARS COM INC26.7K shares0.00%2025-09-302025-10-30 KIM KIMCO RLTY CORP14.8K shares1.14%2025-09-302025-10-30 FXE INVESCO CURRENCYSHARES EURO3.0K shares0.00%2025-09-302025-10-30 DFUV DIMENSIONAL ETF TRUST7.2K shares0.00%2025-09-302025-10-30 RPM RPM INTL INC2.7K shares0.00%2025-09-302025-10-30 SHW SHERWIN WILLIAMS CO897 shares0.00%2025-09-302025-10-30 DFAU DIMENSIONAL ETF TRUST6.8K shares0.27%2025-09-302025-10-30 GHC GRAHAM HLDGS CO261 shares-13.00%2025-09-302025-10-30 FDN FIRST TR EXCHANGE-TRADED FD1.1K shares-2.41%2025-09-302025-10-30 CTVA CORTEVA INC4.5K shares47.53%2025-09-302025-10-30 DD DUPONT DE NEMOURS INC3.9K sharesnew addition2025-09-302025-10-30 TFC TRUIST FINL CORP6.6K shares33.89%2025-09-302025-10-30 IDEV ISHARES TR3.8K shares0.00%2025-09-302025-10-30 GDX VANECK ETF TRUST3.9K shares0.00%2025-09-302025-10-30 MSTR STRATEGY INC929 shares2.43%2025-09-302025-10-30 HACK AMPLIFY ETF TR3.4K shares13.31%2025-09-302025-10-30 CPNG COUPANG INC9.2K shares-7.39%2025-09-302025-10-30 GRMN GARMIN LTD1.2K shares0.25%2025-09-302025-10-30 DOCS DOXIMITY INC4.0K shares0.00%2025-09-302025-10-30 ARKK ARK ETF TR3.4K shares0.00%2025-09-302025-10-30 GBDC GOLUB CAP BDC INC21.2K shares0.04%2025-09-302025-10-30 XLU SELECT SECTOR SPDR TR3.3K shares0.51%2025-09-302025-10-30 SO SOUTHERN CO3.1K shares0.49%2025-09-302025-10-30 IVOO VANGUARD ADMIRAL FDS INC2.6K shares14.41%2025-09-302025-10-30 RC READY CAPITAL CORP72.9K shares0.00%2025-09-302025-10-30 QLTY 2023 ETF SERIES TRUST II7.8K shares0.15%2025-09-302025-10-30 AGNC AGNC INVT CORP28.6K shares3.37%2025-09-302025-10-30 FEZ SPDR INDEX SHS FDS4.4K shares2.21%2025-09-302025-10-30 MTD METTLER TOLEDO INTERNATIONAL225 shares0.00%2025-09-302025-10-30 TRGP TARGA RES CORP1.6K shares0.00%2025-09-302025-10-30 FPAG INVESTMENT MANAGERS SER TR I7.6K shares10.60%2025-09-302025-10-30 GEHC GE HEALTHCARE TECHNOLOGIES I3.6K shares1.88%2025-09-302025-10-30 SCHV SCHWAB STRATEGIC TR9.3K shares0.00%2025-09-302025-10-30 IWC ISHARES TR1.8K shares0.17%2025-09-302025-10-30 USB US BANCORP DEL5.6K shares0.13%2025-09-302025-10-30 ACWV ISHARES INC2.2K shares0.00%2025-09-302025-10-30 ALL ALLSTATE CORP1.2K shares0.00%2025-09-302025-10-30 CPT CAMDEN PPTY TR2.5K shares0.00%2025-09-302025-10-30 IOO ISHARES TR2.2K shares-2.20%2025-09-302025-10-30 CARR CARRIER GLOBAL CORPORATION4.5K shares37.70%2025-09-302025-10-30 TT TRANE TECHNOLOGIES PLC631 shares0.00%2025-09-302025-10-30 GTLS CHART INDS INC1.3K sharesnew addition2025-09-302025-10-30 PODD INSULET CORP861 shares0.00%2025-09-302025-10-30 PEG PUBLIC SVC ENTERPRISE GRP IN3.2K sharesnew addition2025-09-302025-10-30 LNG CHENIERE ENERGY INC1.1K shares0.00%2025-09-302025-10-30 AMP AMERIPRISE FINL INC537 shares22.88%2025-09-302025-10-30 IWN ISHARES TR1.5K shares-1.27%2025-09-302025-10-30 PGR PROGRESSIVE CORP1.1K shares-9.17%2025-09-302025-10-30 LDOS LEIDOS HOLDINGS INC1.4K sharesnew addition2025-09-302025-10-30 DIVZ ELEVATION SERIES TRUST7.1K shares16.67%2025-09-302025-10-30 CGW INVESCO EXCH TRADED FD TR II4.0K shares0.00%2025-09-302025-10-30 NXPI NXP SEMICONDUCTORS N V1.1K sharesnew addition2025-09-302025-10-30 EVR EVERCORE INC760 shares0.26%2025-09-302025-10-30 SLV ISHARES SILVER TR6.0K sharesnew addition2025-09-302025-10-30 VMBS VANGUARD SCOTTSDALE FDS5.4K sharesnew addition2025-09-302025-10-30 LOW LOWES COS INC1.0K shares0.00%2025-09-302025-10-30 OXY OCCIDENTAL PETE CORP5.4K sharesnew addition2025-09-302025-10-30 OBDC BLUE OWL CAPITAL CORPORATION19.8K shares0.00%2025-09-302025-10-30 NIE VIRTUS EQUITY & CONV INCM FD10.0K shares0.00%2025-09-302025-10-30 VSS VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2025-09-302025-10-30 GENI GENIUS SPORTS LIMITED20.0K shares0.00%2025-09-302025-10-30 URI UNITED RENTALS INC259 sharesnew addition2025-09-302025-10-30 IAT ISHARES TR4.7K shares0.00%2025-09-302025-10-30 GIS GENERAL MLS INC4.9K shares0.00%2025-09-302025-10-30 PML PIMCO MUN INCOME FD II30.7K shares0.99%2025-09-302025-10-30 SCHG SCHWAB STRATEGIC TR7.6K shares-0.18%2025-09-302025-10-30 TMFC RBB FD INC3.4K sharesnew addition2025-09-302025-10-30 HLT HILTON WORLDWIDE HLDGS INC920 shares11.11%2025-09-302025-10-30 AOS SMITH A O CORP3.3K shares0.00%2025-09-302025-10-30 CVS CVS HEALTH CORP3.1K sharesnew addition2025-09-302025-10-30 BIIB BIOGEN INC1.7K sharesnew addition2025-09-302025-10-30 XLP SELECT SECTOR SPDR TR3.0K shares0.00%2025-09-302025-10-30 RGR STURM RUGER & CO INC5.3K sharesnew addition2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR9.9K shares-17.83%2025-09-302025-10-30 XLY SELECT SECTOR SPDR TR959 shares0.00%2025-09-302025-10-30 WTW WILLIS TOWERS WATSON PLC LTD657 shares0.00%2025-09-302025-10-30 GSK GSK PLC5.2K sharesnew addition2025-09-302025-10-30 ADBE ADOBE INC632 shares-2.77%2025-09-302025-10-30 ASML ASML HOLDING N V225 sharesnew addition2025-09-302025-10-30 BBJP J P MORGAN EXCHANGE TRADED F3.3K shares0.00%2025-09-302025-10-30 XSD SPDR SERIES TRUST679 sharesnew addition2025-09-302025-10-30 CLX CLOROX CO DEL1.7K sharesnew addition2025-09-302025-10-30 TGT TARGET CORP2.4K shares-29.54%2025-09-302025-10-30 PBE INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2025-09-302025-10-30 ZBH ZIMMER BIOMET HOLDINGS INC2.1K sharesnew addition2025-09-302025-10-30 BILL BILL HOLDINGS INC3.9K sharesnew addition2025-09-302025-10-30 CGNX COGNEX CORP4.6K sharesnew addition2025-09-302025-10-30 SU SUNCOR ENERGY INC NEW4.9K sharesnew addition2025-09-302025-10-30 AIG AMERICAN INTL GROUP INC2.6K shares0.00%2025-09-302025-10-30 WMB WILLIAMS COS INC3.2K shares0.00%2025-09-302025-10-30 UPST UPSTART HLDGS INC4.0K shares0.00%2025-09-302025-10-30 OMC OMNICOM GROUP INC2.5K sharesnew addition2025-09-302025-10-30 BTI BRITISH AMERN TOB PLC3.8K sharesnew addition2025-09-302025-10-30 UHT UNIVERSAL HEALTH RLTY INCOME5.1K sharesnew addition2025-09-302025-10-30 SCHM SCHWAB STRATEGIC TR6.8K sharesnew addition2025-09-302025-10-30 VMEO VIMEO INC23.4K shares-73.23%2025-09-302025-10-30 UUUU ENERGY FUELS INC11.3K shares11.86%2025-09-302025-10-30 CERS CERUS CORP100.0K shares150.00%2025-09-302025-10-30 F FORD MTR CO13.0K shares-2.92%2025-09-302025-10-30 VTRS VIATRIS INC14.9K shares7.08%2025-09-302025-10-30 CNH CNH INDL N V12.6K shares0.00%2025-09-302025-10-30 NXJ NUVEEN NEW JERSEY QULT MUN F10.8K shares0.00%2025-09-302025-10-30 SABA SABA CAPITAL INCOME & OPPORT11.5K sharesnew addition2025-09-302025-10-30 TCPC BLACKROCK TCP CAPITAL CORP16.7K shares0.00%2025-09-302025-10-30 ACRE ARES COML REAL ESTATE CORP20.8K shares0.00%2025-09-302025-10-30 SATL SATELLOGIC INC26.3K shares0.00%2025-09-302025-10-30 EDD MORGAN STANLEY EMERGING MKTS10.0K sharesnew addition2025-09-302025-10-30 APYX APYX MEDICAL CORPORATION20.5K shares0.00%2025-09-302025-10-30 MERC MERCER INTL INC10.0K sharesnew addition2025-09-302025-10-30 CGEN COMPUGEN LTD12.0K shares0.00%2025-09-302025-10-30 Call Option Holdings
VRAR Call CallGLIMPSE GROUP INC10.0K sharesnew addition2025-09-302025-10-30 Put Option Holdings
No put option holdings data available