Notify me when Joel Isaacson & Co., LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 460 | $3,028,586,609 | +$204,870,008 | -$21,892,957 | +$182,977,051 | SDY, VIG, VTI, GOOGL, GOOG | 13F-HR | 30 Jan 2026, 12:21 |
| Q3 2025 | 446 | $2,771,095,407 | +$123,999,194 | -$21,861,596 | +$102,137,598 | SDY, VIG, VTI, VYM, VO | 13F-HR | 29 Oct 2025, 21:05 |
| Q2 2025 | 418 | $2,459,008,855 | +$121,284,149 | -$20,907,960 | +$100,376,189 | SDY, VIG, VTI, VYM, VO | 13F-HR | 23 Jul 2025, 10:59 |
| Q1 2025 | 398 | $2,205,955,421 | +$88,562,811 | -$11,374,746 | +$77,188,065 | SDY, VIG, VTI, VYM, VO | 13F-HR | 24 Apr 2025, 18:56 |
| Q4 2024 | 377 | $2,218,512,935 | +$115,475,387 | -$13,313,816 | +$102,161,571 | SDY, VIG, VTI, VYM, AAPL | 13F-HR | 28 Jan 2025, 12:23 |
| Q3 2024 | 369 | $2,096,940,717 | +$88,557,518 | -$11,296,562 | +$77,260,956 | SDY, VIG, VTI, VYM, VO | 13F-HR | 23 Oct 2024, 17:14 |
| Q2 2024 | 349 | $1,903,909,163 | +$58,080,423 | -$10,841,214 | +$47,239,209 | SDY, VIG, VTI, VYM, GOOG | 13F-HR | 23 Jul 2024, 21:56 |
| Q1 2024 | 334 | $1,824,061,879 | +$90,542,321 | -$10,809,421 | +$79,732,900 | SDY, VIG, VYM, VTI, VO | 13F-HR | 29 Apr 2024, 20:43 |
| Q4 2023 | 311 | $1,629,081,973 | +$33,521,208 | -$13,185,961 | +$20,335,247 | SDY, VIG, VYM, VTI, VO | Restatement | 12 Feb 2024, 17:24 |
| Q3 2023 | 306 | $1,461,597,214 | +$39,963,283 | -$16,839,624 | +$23,123,659 | SDY, VIG, VYM, VTI, AAPL | 13F-HR | 23 Oct 2023, 20:25 |
| Q2 2023 | 322 | $1,493,989,742 | +$40,649,042 | -$12,164,256 | +$28,484,786 | SDY, VIG, VYM, AAPL, VTI | 13F-HR | 26 Jul 2023, 20:41 |
| Q1 2023 | 327 | $1,391,505,041 | +$45,653,426 | -$8,135,034 | +$37,518,392 | SDY, VIG, VYM, AAPL, VO | 13F-HR | 24 Apr 2023, 21:37 |
| Q4 2022 | 324 | $1,299,280,693 | +$77,669,097 | -$24,928,501 | +$52,740,596 | SDY, VIG, VYM, VO, VTI | 13F-HR | 27 Jan 2023, 07:26 |
| Q3 2022 | 300 | $1,157,496,000 | +$129,947,604 | -$9,219,081 | +$120,728,523 | SDY, VIG, VYM, VTI, VO | 13F-HR | 13 Oct 2022, 20:07 |
| Q2 2022 | 298 | $1,190,795,000 | +$32,011,965 | -$17,716,947 | +$14,295,018 | SDY, VIG, VYM, VTI, VO | 13F-HR | 15 Jul 2022, 09:56 |
| Q1 2022 | 309 | $1,350,954,000 | +$40,102,186 | -$15,984,020 | +$24,118,166 | SDY, VIG, VTI, VO, VYM | 13F-HR | 20 Apr 2022, 20:45 |
| Q4 2021 | 309 | $1,456,189,000 | +$49,429,726 | -$14,699,573 | +$34,730,153 | SDY, VIG, VO, VTI, AAPL | 13F-HR | 18 Jan 2022, 18:38 |
| Q3 2021 | 308 | $1,324,220,000 | +$60,443,879 | -$6,553,127 | +$53,890,752 | SDY, VIG, VO, VTI, GOOGL | 13F-HR | 20 Oct 2021, 21:45 |
| Q2 2021 | 291 | $1,285,664,000 | +$79,199,081 | -$18,969,939 | +$60,229,142 | SDY, VIG, VO, VTI, GOOGL | 13F-HR | 19 Jul 2021, 19:22 |
| Q1 2021 | 266 | $1,140,595,000 | +$64,983,628 | -$6,548,399 | +$58,435,229 | SDY, VIG, VO, VTI, AAPL | 13F-HR | 23 Apr 2021, 15:54 |
| Q4 2020 | 239 | $1,021,433,000 | +$175,372,509 | -$9,615,714 | +$165,756,795 | SDY, VIG, VO, AAPL, VTI | 13F-HR | 22 Jan 2021, 17:11 |
| Q3 2020 | 227 | $769,329,000 | +$67,357,266 | -$15,098,752 | +$52,258,514 | SDY, VIG, VO, AAPL, VTI | 13F-HR | 14 Oct 2020, 12:47 |
| Q2 2020 | 212 | $702,215,000 | +$34,788,216 | -$15,393,419 | +$19,394,797 | SDY, VIG, VO, VTI, AAPL | 13F-HR | 21 Jul 2020, 17:04 |
| Q1 2020 | 192 | $574,368,000 | +$15,052,294 | -$32,826,730 | -$17,774,436 | SDY, VIG, VO, VYM, VTI | 13F-HR | 21 Apr 2020, 12:54 |
| Q4 2019 | 210 | $761,454,000 | +$23,462,140 | -$13,398,902 | +$10,063,238 | SDY, VIG, VO, VYM, VTI | 13F-HR | 24 Jan 2020, 16:59 |
| Q3 2019 | 200 | $701,880,000 | +$21,575,685 | -$18,678,301 | +$2,897,384 | SDY, VIG, VO, VYM, VTI | 13F-HR | 15 Oct 2019, 16:20 |
| Q2 2019 | 208 | $687,051,000 | +$15,037,086 | -$34,870,986 | -$19,833,900 | SDY, VIG, VO, VYM, VTI | 13F-HR | 11 Jul 2019, 09:01 |
| Q1 2019 | 214 | $685,033,000 | +$14,764,889 | -$17,470,248 | -$2,705,359 | SDY, VIG, VO, VYM, VTI | 13F-HR | 09 Apr 2019, 09:58 |
| Q4 2018 | 229 | $628,616,000 | +$71,399,115 | -$17,673,320 | +$53,725,795 | SDY, VIG, VYM, VO, VTI | 13F-HR | 17 Jan 2019, 19:15 |
| Q3 2018 | 202 | $636,152,000 | +$10,368,917 | -$5,586,142 | +$4,782,775 | SDY, VIG, VO, VYM, VTI | 13F-HR | 19 Oct 2018, 17:20 |
| Q2 2018 | 199 | $597,160,000 | +$14,203,131 | -$5,263,419 | +$8,939,712 | SDY, VIG, VO, VYM, VTI | 13F-HR | 01 Aug 2018, 17:18 |
| Q1 2018 | 192 | $573,260,000 | +$15,202,046 | -$6,479,405 | +$8,722,641 | SDY, VIG, VO, VYM, VTI | 13F-HR | 01 May 2018, 15:19 |
| Q4 2017 | 194 | $576,278,000 | +$9,138,021 | -$6,634,746 | +$2,503,275 | SDY, VIG, VYM, VO, VTI | 13F-HR | 30 Jan 2018, 15:51 |
| Q3 2017 | 187 | $546,580,000 | +$8,390,118 | -$9,687,052 | -$1,296,934 | SDY, VIG, VYM, VO, VTI | 13F-HR | 02 Nov 2017, 15:32 |
| Q2 2017 | 177 | $528,952,000 | +$12,416,801 | -$3,517,295 | +$8,899,506 | SDY, VIG, VYM, VO, VTI | 13F-HR | 01 Aug 2017, 13:57 |
| Q1 2017 | 172 | $509,714,000 | +$13,218,618 | -$23,555,498 | -$10,336,880 | SDY, VIG, VYM, VO, VTI | 13F-HR | 05 May 2017, 13:45 |
| Q4 2016 | 639 | $497,122,000 | +$14,208,926 | -$12,057,634 | +$2,151,292 | SDY, VIG, VYM, VO, EVT | 13F-HR | 23 Jan 2017, 18:12 |
| Q3 2016 | 710 | $486,879,000 | +$14,748,778 | -$7,551,951 | +$7,196,827 | SDY, VIG, VYM, VO, EVT | 13F-HR | 25 Oct 2016, 14:46 |
| Q2 2016 | 711 | $469,932,000 | +$19,889,592 | -$15,887,952 | +$4,001,640 | SDY, VIG, VYM, VO, EVT | 13F-HR | 22 Jul 2016, 14:25 |
| Q1 2016 | 766 | $452,819,000 | +$36,887,102 | -$4,725,964 | +$32,161,138 | SDY, VIG, VYM, VO, EVT | 13F-HR | 15 Apr 2016, 18:17 |
| Q4 2015 | 736 | $407,129,000 | +$33,091,288 | -$14,702,042 | +$18,389,246 | SDY, VIG, VO, VYM, EVT | 13F-HR | 15 Jan 2016, 14:48 |
| Q3 2015 | 723 | $374,619,000 | +$22,578,369 | -$10,834,106 | +$11,744,263 | SDY, VIG, VYM, VO, EVT | 13F-HR | 21 Oct 2015, 14:43 |
| Q2 2015 | 745 | $390,133,000 | +$13,932,328 | -$12,473,492 | +$1,458,836 | SDY, VIG, VYM, VO, EVT | 13F-HR | 27 Jul 2015, 10:40 |
| Q1 2015 | 698 | $396,537,000 | +$27,230,376 | -$3,380,647 | +$23,849,729 | SDY, VIG, VYM, VO, EVT | 13F-HR | 14 Apr 2015, 15:50 |
| Q4 2014 | 631 | $371,911,000 | +$40,990,070 | -$10,784,600 | +$30,205,470 | SDY, VIG, VYM, EVT, VO | 13F-HR | 09 Jan 2015, 17:03 |
| Q3 2014 | 605 | $327,076,000 | +$13,314,138 | -$3,768,942 | +$9,545,196 | SDY, VIG, VYM, EVT, VO | 13F-HR | 22 Oct 2014, 15:23 |
| Q2 2014 | 574 | $319,447,000 | +$21,218,806 | -$2,927,616 | +$18,291,190 | SDY, VIG, VYM, EVT, VO | 13F-HR | 21 Jul 2014, 14:16 |
| Q1 2014 | 567 | $297,995,000 | +$23,546,465 | -$4,245,217 | +$19,301,248 | SDY, VIG, VYM, EVT, VO | Restatement | 14 Apr 2014, 15:41 |
| Q4 2013 | 503 | $275,422,000 | +$16,038,051 | -$4,510,612 | +$11,527,439 | SDY, VIG, VYM, EVT, VO | 13F-HR | 11 Feb 2014, 18:07 |
| Q3 2013 | 489 | $244,823,000 | +$25,737,161 | -$2,191,932 | +$23,545,229 | SDY, VIG, VYM, EVT, VO | 13F-HR | 25 Feb 2014, 18:08 |
| Q2 2013 | 452 | $212,601,000 | +$18,432,681 | -$4,735,446 | +$13,697,235 | SDY, VIG, VYM, EVT, SPY | 13F-HR | 28 Feb 2014, 17:33 |
| Q1 2013 | 433 | $197,386,000 | +$30,150,933 | -$2,832,866 | +$27,318,067 | SDY, VIG, EVT, VYM, SPY | 13F-HR | 03 Mar 2014, 13:13 |
| Q4 2012 | 452 | $153,410,000 | $0 | $0 | $0 | SDY, VIG, EVT, VYM, AAPL | 13F-HR | 06 Mar 2014, 18:37 |