Joel Isaacson & Co., LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-25
Total Holdings
398
Total Value
2205955421
Accession Number
0001085146-25-002335
Form Type
13F-HR
CIK
0001599330
Manager Name
Joel Isaacson & Co., LLC
Data Enrichment
84% identified
333 identified65 unidentified

Holdings

398 positions
Manager:
SEC
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Page 5 of 20
Walmart Inc.
WMT|931142103
Shares:
31168(+5.0%)
Value:
$2.7B(+2.0%)
ORACLE CORP
ORCL|68389X105
Shares:
19242(+4.1%)
Value:
$2.7B(-12.7%)
CHEVRON CORP
CVX|166764100
Shares:
15880(+3.0%)
Value:
$2.7B(+19.0%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
29448(+6.1%)
Value:
$2.6B(-4.3%)
922042858
VWO|922042858
Shares:
57846(-11.8%)
Value:
$2.6B(-9.3%)
464287598
IWD|464287598
Shares:
13503(+5.7%)
Value:
$2.5B(+7.4%)
STAR GROUP, L.P.
SGU|85512C105
Shares:
191832
Value:
$2.5B
CONSOLIDATED EDISON INC
ED|209115104
Shares:
22755(+1.4%)
Value:
$2.5B(+25.7%)
81369Y506
81369Y506
Shares:
26878(+16.6%)
Value:
$2.5B(+27.3%)
PEPSICO INC
PEP|713448108
Shares:
16433(+7.9%)
Value:
$2.5B(+6.4%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
34581(+10.2%)
Value:
$2.5B(+8.9%)
Chubb Ltd
CB|H1467J104
Shares:
7905(-4.5%)
Value:
$2.4B(+4.3%)
81369Y852
81369Y852
Shares:
24625(+5.0%)
Value:
$2.4B(+4.6%)
LendingClub Corp
LC|52603A208
Shares:
212801(-2.7%)
Value:
$2.2B(-38.0%)
464287622
IWB|464287622
Shares:
7148(+0.1%)
Value:
$2.2B(-4.7%)
464287309
IVW|464287309
Shares:
23291(-1.4%)
Value:
$2.2B(-9.9%)
PFIZER INC
PFE|717081103
Shares:
82998(-0.8%)
Value:
$2.1B(-5.3%)
464287721
464287721
Shares:
14924(+0.0%)
Value:
$2.1B(-11.9%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
3298(+0.0%)
Value:
$2.1B(-11.0%)
1stdibs.com, Inc.
DIBS|320551104
Shares:
687210(+0.0%)
Value:
$2.1B(-14.1%)