What Joel Isaacson & Co., LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1599330 · Filed Aug 4, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
SPDR SERIES TRUSTST STR SP DIV | 2.9M | New | $440.5M | 12.7% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1.4M | +1.7% | $324.5M | 9.4% |
VANGUARD INDEX FDSTOTAL STK MKT | 534.7K | +1.9% | $197.9M | 5.7% |
| 516K |
| +0.1% |
| $184.4M |
| 5.3% |
GOOGAlphabet Inc. | 486.8K | −0.1% | $172M | 5% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 1.1M | +1.3% | $166.5M | 4.8% |
VANGUARD INDEX FDSMID CAP ETF | 1.9M | +306.9% | $155.8M | 4.5% |
AAPLApple Inc. | 458.5K | +0.7% | $132.7M | 3.8% |
SPYSPDR S&P 500 ETF Trust | 135.6K | +1.2% | $101.3M | 2.9% |
VANGUARD ADMIRAL FDS INC500 GRTH IDX F | 908.7K | +507.3% | $75.1M | 2.2% |
VANGUARD INDEX FDSSMALL CP ETF | 219.4K | +3.6% | $66.5M | 1.9% |
ISHARES TRS&P MC 400GR ETF | 501.1K | +1.0% | $58.9M | 1.7% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 823.9K | +1.3% | $57.6M | 1.7% |
VANGUARD STAR FDSVG TL INTL STK F | 633.8K | +8.7% | $54.2M | 1.6% |
AMZNAmazon Com Inc | 190.7K | +3.2% | $45.4M | 1.3% |
VANGUARD INDEX FDSGROWTH ETF | 523.1K | +534.6% | $45.1M | 1.3% |
MSFTMicrosoft Corp | 119.4K | +0.4% | $44.5M | 1.3% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 194.5K | New | $37.1M | 1.1% |
NVDANVIDIA Corp | 166.1K | +1.1% | $33.2M | 1% |
METAMeta Platforms, Inc. | 54.5K | −0.3% | $30.7M | 0.9% |
ISHARES TRESG AWR MSCI USA | 178.9K | +1.1% | $29.3M | 0.8% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 41.7K | −0.2% | $28.6M | 0.8% |
QQQInvesco QQQ Trust, Series 1 | 37.7K | +1.1% | $27.8M | 0.8% |
VANGUARD MUN BD FDSINTERMEDIATE TRM | 240.3K | +3.8% | $24.3M | 0.7% |
VANGUARD WHITEHALL FDSINTL HIGH ETF | 233.1K | +23.2% | $22.9M | 0.7% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 251.9K | +1.3% | $21.1M | 0.6% |
JPMJPMorgan Chase & Co | 61.7K | +5.3% | $20.2M | 0.6% |
JNJJohnson & Johnson | 79.4K | +0.0% | $20.2M | 0.6% |
EVTEaton Vance Tax-Advantaged Dividend Income Fund | 727.3K | −0.6% | $20.1M | 0.6% |
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | 143.5K | +2.3% | $18.3M | 0.5% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 34.7K | +1.5% | $17.4M | 0.5% |
BLACKROCK ETF TRUST IIISH HIG MUN ETF | 337.2K | New | $16.8M | 0.5% |
VANGUARD INDEX FDSVALUE ETF | 68.5K | +24.7% | $14.9M | 0.4% |
LLYELI LILLY & Co | 11.7K | −0.1% | $14M | 0.4% |
SELECT SECTOR SPDR TRST STR FINL ETF | 244.4K | New | $13.1M | 0.4% |
FTAIFTAI Aviation Ltd. | 45.3K | +1.2% | $12.3M | 0.4% |
VANGUARD INDEX FDSSM CP VAL ETF | 49.3K | +0.2% | $12M | 0.3% |
PNCPNC Financial Services Group, Inc. | 48.5K | −1.2% | $11.9M | 0.3% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 74.4K | +4.3% | $11.7M | 0.3% |
ISHARES TRCORE S&P500 ETF | 15.1K | +0.1% | $11.3M | 0.3% |
GLDSPDR Gold Trust | 30.5K | +6.5% | $11.2M | 0.3% |
PGPROCTER & GAMBLE Co | 72K | +0.4% | $10.6M | 0.3% |
GSGoldman Sachs Group Inc | 9.9K | −0.3% | $10M | 0.3% |
EXXON MOBIL CORPCOM | 72.2K | +0.7% | $9.9M | 0.3% |
ISHARES TRSHRT NAT MUN ETF | 92.3K | +26.4% | $9.8M | 0.3% |
MSMorgan Stanley | 46.6K | −2.1% | $9.7M | 0.3% |
VANGUARD BD INDEX FDSINTERMED TERM | 125K | +5.1% | $9.6M | 0.3% |
APOApollo Global Management, Inc. | 79.3K | +0.0% | $9.4M | 0.3% |
VANGUARD WORLD FDINF TECH ETF | 78.4K | +684.4% | $9.4M | 0.3% |
VANGUARD WORLD FDMEGA GRWTH IND | 97.5K | +397.5% | $8.6M | 0.2% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 38.2K | +22.9% | $8.1M | 0.2% |
COSTCostco Wholesale Corp | 8.1K | +6.1% | $7.6M | 0.2% |
VANGUARD INDEX FDSSML CP GRW ETF | 20.5K | +9.3% | $7.5M | 0.2% |
INTCIntel Corp | 51.6K | −2.8% | $7.2M | 0.2% |
ISHARES TRNATIONAL MUN ETF | 64.4K | +7.0% | $6.9M | 0.2% |
NFLXNetflix Inc | 94.8K | −0.9% | $6.8M | 0.2% |
MAINMain Street Capital CORP | 129.2K | +0.2% | $6.7M | 0.2% |
IBMInternational Business Machines Corp | 23.2K | +1.0% | $6.5M | 0.2% |
CORCencora, Inc. | 22.8K | ±0% | $6.5M | 0.2% |
WMGWarner Music Group Corp. | 237.7K | −3.1% | $6.4M | 0.2% |
ISHARES TRRUS 1000 GRW ETF | 51K | +303.2% | $6.3M | 0.2% |
HDHome Depot, Inc. | 16.6K | +0.8% | $5.9M | 0.2% |
AVGOBroadcom Inc. | 15.2K | +1.4% | $5.7M | 0.2% |
MRKMerck & Co., Inc. | 43.7K | +0.5% | $5.6M | 0.2% |
BNYBank of New York Mellon Corp | 38.8K | −0.2% | $5.6M | 0.2% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 99.5K | ±0% | $5.5M | 0.2% |
CATCaterpillar Inc | 5.1K | +11.3% | $5.5M | 0.2% |
GLWCorning Inc | 21.2K | +0.8% | $5.4M | 0.2% |
HARBOR ETF TRUSTLONG TERM GROWER | 161.4K | +20.2% | $5.2M | 0.2% |
LRCXLAM Research Corp | 12.1K | +0.1% | $5.2M | 0.2% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 86.8K | +3.2% | $5.2M | 0.1% |
DIBS1stdibs.com, Inc. | 1M | +3.8% | $5.1M | 0.1% |
WFCWells Fargo & Company | 58K | −1.7% | $4.8M | 0.1% |
EBAYeBay Inc | 42.4K | ±0% | $4.7M | 0.1% |
AXPAmerican Express Co | 13.9K | −0.1% | $4.7M | 0.1% |
ISHARES TRCORE S&P MCP ETF | 61.1K | −1.4% | $4.7M | 0.1% |
PPLIPeople Inc | 101.5K | +6.1% | $4.7M | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 15.2K | +2.1% | $4.6M | 0.1% |
ISHARES TRU.S. TECH ETF | 18.1K | +0.0% | $4.6M | 0.1% |
ISHARES TRCORE S&P TTL STK | 27.3K | +0.3% | $4.5M | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 6.8K | +0.2% | $4.4M | 0.1% |
WMTWalmart Inc. | 38.4K | +2.0% | $4.4M | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 17.9K | +6.2% | $4.3M | 0.1% |
CSCOCisco Systems, Inc. | 36.2K | +1.8% | $4.3M | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 6K | +3.4% | $4.2M | 0.1% |
NEENextEra Energy Inc | 46.7K | +0.3% | $4.1M | 0.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 55K | −1.9% | $3.9M | 0.1% |
EPDEnterprise Products Partners L.P. | 105.1K | ±0% | $3.9M | 0.1% |
BACBank of America Corp | 66.3K | +0.9% | $3.8M | 0.1% |
VVisa Inc. | 10.8K | +1.0% | $3.7M | 0.1% |
VANGUARD CALIF TAX FREE FDSTAX EXEMPT BD FD | 36.5K | +49.6% | $3.7M | 0.1% |
MCDMcDonald's Corp | 13.5K | +1.6% | $3.6M | 0.1% |
BXBlackstone Inc. | 29.4K | +4.5% | $3.5M | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 66.4K | −0.1% | $3.4M | 0.1% |
DISWalt Disney Co | 34.7K | −5.4% | $3.3M | 0.1% |
ISHARES TRMSCI EAFE ETF | 31.4K | +1.2% | $3.3M | 0.1% |
GEGeneral Electric Co | 8.7K | +5.1% | $3.2M | 0.1% |
ISHARES TRCORE S&P SCP ETF | 21.7K | +5.0% | $3.2M | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 59.7K | New | $3.2M | 0.1% |
UNPUnion Pacific Corp | 11.4K | ±0% | $3.1M | 0.1% |
ISHARES TRSELECT DIVID ETF | 19.6K | −8.5% | $3.1M | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 22.2K | −0.5% | $3.1M | 0.1% |
ORCLOracle Corp | 20.7K | +0.0% | $3M | 0.1% |
BERKSHIRE HATHAWAY INC DELCL A | 4 | ±0% | $3M | 0.1% |
CVXChevron Corp | 18K | +3.2% | $3M | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 43.6K | +9.9% | $3M | 0.1% |
RTXRTX Corp | 15.7K | −1.2% | $3M | 0.1% |
AMGNAmgen Inc | 8K | −0.2% | $2.9M | 0.1% |
SELECT SECTOR SPDR TRST STR SVC ETF | 27.1K | New | $2.9M | 0.1% |
PLTRPalantir Technologies Inc. | 24.8K | +0.9% | $2.9M | 0.1% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 52.6K | +5.2% | $2.8M | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 3.7K | +0.1% | $2.8M | 0.1% |
AMDAdvanced Micro Devices Inc | 4.9K | +2.7% | $2.8M | 0.1% |
AMATApplied Materials Inc | 3.8K | +0.1% | $2.8M | 0.1% |
GEVGE Vernova Inc. | 2.3K | +5.9% | $2.8M | 0.1% |
LMTLockheed Martin Corp | 5.3K | +0.1% | $2.7M | 0.1% |
CBChubb Ltd | 7.8K | +12.7% | $2.6M | 0.1% |
ISHARES TRRUS 1000 ETF | 6.3K | −7.3% | $2.6M | 0.1% |
CMCSAComcast Corp | 104K | −0.3% | $2.6M | 0.1% |
TJXTJX Companies Inc | 16.5K | +0.7% | $2.5M | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 34.1K | +28.4% | $2.5M | 0.1% |
HAPNHappen, Inc. | 120.3K | −25.0% | $2.5M | 0.1% |
ARCCAres Capital Corp | 134.6K | −19.1% | $2.5M | 0.1% |
EDConsolidated Edison Inc | 22.4K | −3.2% | $2.5M | 0.1% |
SGUStar Group, L.P. | 192K | +0.0% | $2.5M | 0.1% |
TSLATesla, Inc. | 5.9K | +4.1% | $2.5M | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 12.2K | +20.9% | $2.4M | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 7K | −3.8% | $2.4M | 0.1% |
NETCloudflare, Inc. | 9.6K | −2.9% | $2.4M | 0.1% |
UNHUnitedHealth Group Inc | 5.5K | −25.6% | $2.3M | 0.1% |
VANGUARD WORLD FDUTILITIES ETF | 11.4K | +0.1% | $2.2M | 0.1% |
ABBVAbbVie Inc. | 8.7K | +6.1% | $2.2M | 0.1% |
BMYBristol Myers Squibb Co | 37.6K | −1.0% | $2.2M | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 38.2K | −0.8% | $2.2M | 0.1% |
ROSTRoss Stores, Inc. | 9.9K | −2.3% | $2.1M | 0.1% |
PEPPepsiCo Inc | 15.5K | −2.1% | $2.1M | 0.1% |
PFEPfizer Inc | 86.3K | +2.0% | $2.1M | 0.1% |
VZVerizon Communications Inc | 49K | −1.3% | $2.1M | 0.1% |
KOCoca Cola Co | 24.9K | +0.6% | $2M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 4.2K | +1.6% | $2M | 0.1% |
FBTCFidelity Wise Origin Bitcoin Fund | 39.2K | +4.1% | $2M | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 63.1K | +3.4% | $2M | 0.1% |
BABoeing Co | 9.2K | ±0% | $2M | 0.1% |
GLOBAL X FDSUS INFR DEV ETF | 33.3K | ±0% | $2M | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 24.6K | +0.5% | $1.9M | 0.1% |
REGNRegeneron Pharmaceuticals, Inc. | 3.1K | ±0% | $1.9M | 0.1% |
NSCNorfolk Southern Corp | 6K | ±0% | $1.9M | 0.1% |
VANGUARD INDEX FDSMCAP GR IDXVIP | 6.1K | −20.2% | $1.9M | 0.1% |
ELEstee Lauder Companies Inc | 23.6K | +0.0% | $1.9M | 0.1% |
ISHARES TRS&P 500 VAL ETF | 8.2K | +3.9% | $1.9M | 0.1% |
ISHARES TRCORE MSCI EAFE | 19K | +25.3% | $1.8M | 0.1% |
ROUNDHILL ETF TRUSTS&P 500 NO ETF | 58.7K | New | $1.8M | 0.1% |
KLACKLA Corp | 5.9K | +900.0% | $1.8M | 0.1% |
COINCoinbase Global, Inc. | 12K | ±0% | $1.8M | 0.1% |
VANGUARD WORLD FDESG US STK ETF | 13.2K | +0.6% | $1.7M | 0.1% |
ISHARES TRCORE DIV GRWTH | 22.4K | −7.5% | $1.7M | 0.1% |
TRVTravelers Companies, Inc. | 5.1K | −0.2% | $1.7M | 0.1% |
MOAltria Group, Inc. | 23.3K | +0.7% | $1.7M | 0.1% |
WMWaste Management Inc | 7.4K | −0.2% | $1.7M | 0.1% |
PMPhilip Morris International Inc. | 9K | +1.5% | $1.6M | 0.1% |
MAMastercard Inc | 3.2K | −1.0% | $1.6M | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 16.8K | +1.3% | $1.6M | 0.1% |
T ROWE PRICE EXCHANGE-TRADEDTECHNOLOGY ETF | 35.7K | New | $1.6M | 0.1% |
CLColgate Palmolive Co | 17.2K | −0.0% | $1.6M | 0.1% |
MARMarriott International Inc | 4.2K | ±0% | $1.6M | 0.1% |
ISHARES TRS&P SML 600 GWT | 8.5K | +29.9% | $1.5M | 0.1% |
SCHWAB STRATEGIC TRSHT TM US TRES | 62.7K | +5.4% | $1.5M | 0.1% |
CMICummins Inc | 2.1K | ±0% | $1.5M | 0.1% |
MUMicron Technology Inc | 1.3K | −0.6% | $1.5M | 0.1% |
DEDeere & Co | 2.3K | −1.5% | $1.5M | 0.1% |
BLKBlackRock, Inc. | 1.5K | −0.3% | $1.4M | 0.1% |
METMetLife Inc | 16.3K | +6.4% | $1.4M | 0.1% |
QCOMQualcomm Inc | 7.3K | −1.0% | $1.3M | 0.1% |
AFLAflac Inc | 11.5K | ±0% | $1.3M | 0.1% |
TXNTexas Instruments Inc | 4.5K | +1.4% | $1.3M | 0.1% |
CNQCANADIAN NATURAL RESOURCES Ltd | 33.7K | ±0% | $1.3M | 0.1% |
ISHARES INCMSCI WORLD ETF | 6.3K | +77.2% | $1.3M | 0.1% |
OKEONEOK Inc | 14.1K | ±0% | $1.2M | 0.1% |
SBUXStarbucks Corp | 11.7K | +0.2% | $1.2M | 0.1% |
BLACKROCK ETF TRUSTISHA I IN TE ETF | 22.7K | New | $1.2M | 0.1% |
ISHARES TRCORE MSCI TOTAL | 12.5K | +6.3% | $1.2M | 0.1% |
PTONPeloton Interactive, Inc. | 200.2K | ±0% | $1.2M | 0.1% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 24.2K | +0.7% | $1.2M | 0.1% |
CICigna Group | 4.3K | +14.6% | $1.2M | 0.1% |
TAT&T Inc. | 56.1K | −1.0% | $1.2M | 0.1% |
TMOThermo Fisher Scientific Inc. | 2.3K | −8.2% | $1.1M | 0.1% |
MTCHMatch Group, Inc. | 30K | −53.2% | $1.1M | 0.1% |
UBERUber Technologies, Inc | 15.8K | +6.5% | $1.1M | 0.1% |
SSGA ACTIVE ETF TRST STR BL LN ETF | 27.6K | New | $1.1M | 0.1% |
INVESCO ACTIVELY MANAGED EXCMSCI EAFE IN ETF | 19.1K | New | $1.1M | 0.1% |
CCitigroup Inc | 7.6K | −1.3% | $1.1M | 0.1% |
VANGUARD INDEX FDSEXTEND MKT ETF | 4.3K | +0.6% | $1.1M | 0.1% |
ISRGIntuitive Surgical Inc | 2.7K | +0.6% | $1.1M | 0.1% |
WELLWelltower Inc. | 4.5K | ±0% | $1M | 0.1% |
NVSNovartis AG | 6.5K | ±0% | $1M | 0.1% |
PODDInsulet Corp | 6.7K | ±0% | $1M | 0.1% |
ISHARES INCMSCI EMERG MRKT | 13.5K | +1.2% | $1M | 0.1% |
AMTAmerican Tower Corp | 6.2K | +0.7% | $1M | 0.1% |
ISHARES TRU.S. FINLS ETF | 7.9K | −0.7% | $1M | 0.1% |
NVONovo Nordisk a S | 21K | ±0% | $1M | 0.1% |
ANGIAngi Inc. | 167.7K | −0.0% | $997.8K | 0.1% |
JEFJefferies Financial Group Inc. | 19.9K | +0.2% | $995.3K | 0.1% |
VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | 13K | New | $981.6K | 0.1% |
ADPAutomatic Data Processing Inc | 4.3K | −0.3% | $973.6K | 0.1% |
PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF | 18.3K | −7.8% | $973.3K | 0.1% |
MRVLMarvell Technology, Inc. | 3.3K | +2.8% | $969.7K | 0.1% |
ELVElevance Health, Inc. | 2.5K | ±0% | $950.6K | 0.1% |
YUMYUM Brands Inc | 5.8K | ±0% | $929.6K | 0.1% |
HONHoneywell International Inc | 4.1K | New | $927.4K | 0.1% |
ISHARES TRMSCI EAFE MIN VL | 10.5K | +1.9% | $917K | 0.1% |
HONAHoneywell Aerospace Inc. | 4.1K | New | $915.7K | 0.1% |
ULUnilever PLC | 15.1K | −1.0% | $906.9K | 0.1% |
EMREmerson Electric Co | 6.3K | ±0% | $906K | 0.1% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 31K | +0.3% | $898.4K | 0.1% |
IBITiShares Bitcoin Trust ETF | 26.5K | −4.0% | $882.1K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 1.7K | −5.5% | $874.1K | 0.1% |
IBKRInteractive Brokers Group, Inc. | 10K | +0.1% | $868.6K | 0.1% |
ADXAdams Diversified Equity Fund, Inc. | 33.5K | ±0% | $855.6K | 0.1% |
ETF SER SOLUTIONSDEFIANCE SPACE A | 9K | New | $855.1K | 0.1% |
GLOBAL X FDSDEFENSE TECH ETF | 14.3K | New | $853.9K | 0.1% |
FRTFederal Realty Investment Trust | 6.9K | −8.0% | $851.2K | 0.1% |
NOCNorthrop Grumman Corp | 1.7K | ±0% | $846.5K | 0.1% |
SHELShell plc | 10.9K | +0.0% | $844.7K | 0.1% |
MMM3M Co | 5.2K | ±0% | $842.6K | 0.1% |
AONAon plc | 2.5K | −7.2% | $841.8K | 0.1% |
HWMHowmet Aerospace Inc. | 3.1K | ±0% | $829.2K | 0.1% |
CRMSalesforce, Inc. | 5.3K | −4.3% | $828.7K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | 9.3K | +6.6% | $827.6K | 0.1% |
ADIAnalog Devices Inc | 2.1K | +2.2% | $824.9K | 0.1% |
FDXFedEx Corp | 2.6K | −0.8% | $814K | 0.1% |
KMIKinder Morgan, Inc. | 25.4K | ±0% | $813.6K | 0.1% |
SCHWSchwab Charles Corp | 8.8K | +0.9% | $813K | 0.1% |
ITWIllinois Tool Works Inc | 3K | −0.2% | $808.7K | 0.1% |
ISHARES TRMSCI ACWI ETF | 5.1K | ±0% | $806.5K | 0.1% |
DUKDuke Energy CORP | 6.4K | +0.1% | $805.8K | 0.1% |
TTETotalEnergies SE | 10.3K | +1.2% | $804.6K | 0.1% |
DIMENSIONAL ETF TRUSTEMERGING MKTS CO | 19.8K | New | $803.8K | 0.1% |
HALOHalozyme Therapeutics, Inc. | 10.2K | ±0% | $802K | 0.1% |
SPOTSpotify Technology S.A. | 1.7K | −3.5% | $793.8K | 0.1% |
DEODiageo PLC | 9.8K | +0.2% | $790K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | 12.7K | +0.2% | $777.4K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 26.2K | −1.9% | $770.9K | 0.1% |
COMPCompass, Inc. | 61.7K | ±0% | $761.1K | 0.1% |
MELIMercadoLibre Inc | 448 | ±0% | $760.4K | 0.1% |
GAMGeneral American Investors Co Inc | 11.9K | ±0% | $759.3K | 0.1% |
CSXCSX Corp | 15.9K | +0.1% | $756.7K | 0.1% |
ISHARES TRRUSSELL 3000 ETF | 1.8K | +0.1% | $755.6K | 0.1% |
DDominion Energy, Inc | 10.9K | +2.4% | $744.4K | 0.1% |
KMBKimberly Clark Corp | 6.8K | −1.4% | $743.2K | 0.1% |
SPGSimon Property Group Inc. | 3.3K | ±0% | $741.6K | 0.1% |
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | 31.3K | +1.4% | $737.6K | 0.1% |
DALDelta Air Lines, Inc. | 7.9K | +0.6% | $735.3K | 0.1% |
PSXPhillips 66 | 4.3K | −11.1% | $734.3K | 0.1% |
LSPDLightspeed Commerce Inc. | 69.3K | ±0% | $726.8K | 0.1% |
ADSKAutodesk, Inc. | 3.6K | −6.3% | $709.1K | 0.1% |
HOODRobinhood Markets, Inc. | 7K | ±0% | $704.8K | 0.1% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 18.1K | New | $700.9K | 0.1% |
ETNEaton Corp plc | 1.6K | ±0% | $699.7K | 0.1% |
INVESCO ACTIVELY MANAGED EXCS&P 500 EQUA ETF | 13K | New | $694.6K | 0.1% |
CETCentral Securities Corp | 13.2K | ±0% | $692.9K | 0.1% |
MYNBlackRock Muniyield New York Quality Fund, Inc. | 68.2K | −26.1% | $691.8K | 0.1% |
STUBStubHub Holdings, Inc. | 53.5K | −32.4% | $688.5K | 0.1% |
VANGUARD WHITEHALL FDSINTL DVD ETF | 7.4K | +0.5% | $688.4K | 0.1% |
EWEdwards Lifesciences Corp | 7.5K | ±0% | $679.5K | 0.1% |
EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF | 7.9K | ±0% | $679.2K | 0.1% |
ASMLASML Holding NV | 336 | +27.8% | $668.5K | 0.1% |
MDBMongoDB, Inc. | 2K | +25.4% | $667.1K | 0.1% |
COFCapital One Financial Corp | 3.3K | +2.6% | $664.3K | 0.1% |
ISHARES TRRUS 2000 GRW ETF | 1.6K | +0.1% | $649.1K | 0.1% |
COPConocoPhillips | 6.2K | −1.0% | $648.4K | 0.1% |
VANGUARD WORLD FDMEGA CAP INDEX | 2.4K | +0.2% | $643.4K | 0.1% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 7.8K | −1.5% | $641.5K | 0.1% |
MDLZMondelez International, Inc. | 11K | +0.8% | $636.5K | 0.1% |
ISHARES TRESG MSCI KLD ETF | 4.5K | New | $635.6K | 0.1% |
BDXBecton Dickinson & Co | 4.2K | +0.4% | $628.2K | 0.1% |
SPDR SERIES TRUSTST BLOO HIGH ETF | 6.5K | New | $626.6K | 0.1% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 12.4K | +3.6% | $623.4K | 0.1% |
TIDAL TRUST ISOFI SELECT 500 | 4.2K | ±0% | $620K | 0.1% |
VANGUARD NY TAX FREE FDSTAX EXEMPT BD | 5.9K | +15.3% | $617.8K | 0.1% |
MTBM&T Bank Corp | 2.5K | +0.1% | $605.6K | 0.1% |
TTWOTake Two Interactive Software Inc | 2.4K | +1.4% | $598.7K | 0.1% |
ELEVATION SERIES TRUSTPOLEN DIVID ETF | 15.8K | New | $589.4K | 0.1% |
UPSUnited Parcel Service Inc | 5.4K | +0.0% | $584.6K | 0.1% |
VANGUARD WORLD FDCONSUM DIS ETF | 1.5K | −0.1% | $581.7K | 0.1% |
BXSLBlackstone Secured Lending Fund | 24.4K | −3.9% | $578.1K | 0.1% |
ANETArista Networks, Inc. | 3.3K | −2.9% | $568.1K | 0.1% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 6.1K | New | $563.5K | 0.1% |
DXCMDexCom Inc | 8.3K | ±0% | $556.3K | 0.1% |
ISHARES TRCORE MSCI INTL | 6.2K | +64.2% | $553.3K | 0.1% |
ETOReToro Group Ltd. | 14K | New | $552.6K | 0.1% |
ISHARES TRRUS MID CAP ETF | 5K | +0.0% | $548.5K | 0.1% |
ALABAstera Labs, Inc. | 1.1K | New | $537.6K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL US L | 17.2K | −0.9% | $536.3K | 0.1% |
MPCMarathon Petroleum Corp | 2.1K | ±0% | $535.4K | 0.1% |
MSIFMSC Income Fund, Inc. | 46.2K | +42.1% | $534.2K | 0.1% |
ISHARES TRISHARES BIOTECH | 2.8K | ±0% | $531.8K | 0.1% |
AEPAmerican Electric Power Co Inc | 3.8K | −2.4% | $524K | 0.1% |
ISHARES TRRUS TP200 GR ETF | 1.8K | +0.1% | $516.9K | 0.1% |
TMUST-Mobile US, Inc. | 3.1K | +1.9% | $516.4K | 0.1% |
NYTNew York Times Co | 7.3K | +22.5% | $509.8K | 0.1% |
ARESAres Management Corp | 4.6K | +1.0% | $509.5K | 0.1% |
ETHAiShares Ethereum Trust ETF | 41.3K | −2.8% | $491.6K | 0.1% |
CEGConstellation Energy Corp | 2K | +4.6% | $489K | 0.1% |
QXOQXO, Inc. | 28.3K | +27.9% | $488.7K | 0.1% |
OBDCBlue Owl Capital Corp | 44.8K | ±0% | $486.9K | 0.1% |
AZOAutoZone Inc | 151 | ±0% | $482.6K | 0.1% |
MCBMetropolitan Bank Holding Corp. | 4.9K | ±0% | $480.8K | 0.1% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 5.8K | ±0% | $478.8K | 0.1% |
PROSHARES TRS&P 500 DV ARIST | 8.5K | +100.7% | $477.8K | 0.1% |
NGGNational Grid PLC | 5.7K | ±0% | $475.2K | 0.1% |
PLGOPelagos Insurance Capital Ltd | 19.5K | ±0% | $473.9K | 0.1% |
AZNAstraZeneca PLC | 2.4K | +0.8% | $461.2K | 0.1% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 1.5K | +0.4% | $454.4K | 0.1% |
ISHARES TRCORE US AGGBD ET | 4.5K | +0.9% | $449.7K | 0.1% |
STEWSRH Total Return Fund, Inc. | 24.9K | ±0% | $445.1K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 2.8K | New | $445.1K | 0.1% |
ISHARES TRTRUST ISHARE 0-1 | 4K | +0.2% | $445K | 0.1% |
WISDOMTREE TRINTL SMCAP DIV | 5.3K | ±0% | $443K | 0.1% |
ISHARES TRCORE S&P US GWT | 2.3K | +0.1% | $441.1K | 0.1% |
TRGPTarga Resources Corp. | 1.6K | ±0% | $439.2K | 0.1% |
ABTAbbott Laboratories | 4.8K | −3.6% | $433.1K | 0.1% |
VANGUARD WORLD FDHEALTH CAR ETF | 1.4K | −0.3% | $433.1K | 0.1% |
EXPEExpedia Group, Inc. | 1.7K | ±0% | $432.9K | 0.1% |
CARRCARRIER GLOBAL Corp | 5.9K | +0.0% | $431.3K | 0.1% |
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 13.9K | +0.4% | $430.1K | 0.1% |
TYTRI-CONTINENTAL Corp | 12.5K | +5.1% | $429.1K | 0.1% |
HSYHershey Co | 2.4K | +0.2% | $424.1K | 0.1% |
SPDR SERIES TRUSTST STR SP SEMI | 680 | New | $423.8K | 0.1% |
ISHARES INCCORE MSCI EMKT | 5.1K | +0.3% | $422.5K | 0.1% |
WMBWilliams Companies, Inc. | 5.6K | ±0% | $419.6K | 0.1% |
PEGPublic Service Enterprise Group Inc | 5.2K | ±0% | $418.5K | 0.1% |
HGHamilton Insurance Group, Ltd. | 12.3K | −10.5% | $417.9K | 0.1% |
KKRKKR & Co. Inc. | 4.5K | +0.1% | $417.3K | 0.1% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 3.5K | New | $416.2K | 0.1% |
ISHARES TRRUS MDCP VAL ETF | 2.5K | +0.1% | $413.4K | 0.1% |
DBXDropbox, Inc. | 15K | ±0% | $412.1K | 0.1% |
SYKStryker Corp | 1.3K | ±0% | $400.5K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 1.8K | +7.4% | $396.8K | 0.1% |
ISHARES TRRUS MD CP GR ETF | 2.7K | +0.0% | $391K | 0.1% |
CTVACorteva, Inc. | 4.6K | +2.3% | $390K | 0.1% |
AMPAmeriprise Financial Inc | 848 | +1.3% | $389K | 0.1% |
ISHARES INCMSCI EURZONE ETF | 5.6K | +1.8% | $388.9K | 0.1% |
AMPLIFY ETF TRAMPLIFY CYBERSEC | 3.7K | ±0% | $388.6K | 0.1% |
FASTFastenal Co | 7.8K | ±0% | $376.5K | 0.1% |
SHWSherwin Williams Co | 1.1K | ±0% | $376K | 0.1% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 8.2K | New | $371.5K | 0.1% |
GSKGSK plc | 7K | +29.0% | $369.1K | 0.1% |
IDXXIDEXX Laboratories Inc | 698 | ±0% | $367.5K | 0.1% |
MKCMcCormick & Co Inc | 7.3K | ±0% | $366.8K | 0.1% |
SPGIS&P Global Inc. | 893 | +2.4% | $363.7K | 0.1% |
ORLYO Reilly Automotive Inc | 3.9K | −13.1% | $361.9K | 0.1% |
VANGUARD ADMIRAL FDS INCMIDCP 400 IDX | 2.8K | +1.7% | $360.6K | 0.1% |
MRSHMarsh & McLennan Companies, Inc. | 2.2K | +3.3% | $360.5K | 0.1% |
FSLRFirst Solar, Inc. | 1.5K | ±0% | $355.1K | 0.1% |
ISHARES TRMICRO-CAP ETF | 1.8K | −8.1% | $354.5K | 0.1% |
CVSCVS HEALTH Corp | 3.4K | +22.7% | $354.3K | 0.1% |
DHRDanaher Corp | 1.9K | +8.3% | $353.5K | 0.1% |
ISHARES TRRUS 2000 VAL ETF | 1.6K | +0.1% | $351.2K | 0.1% |
ALLAllstate Corp | 1.5K | +0.1% | $350.6K | 0.1% |
EVREvercore Inc. | 1K | +0.3% | $350.4K | 0.1% |
IAUiShares Gold Trust | 4.6K | +2.7% | $350.1K | 0.1% |
BIIBBiogen Inc. | 1.6K | ±0% | $348.7K | 0.1% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 9.6K | −1.2% | $345.9K | 0.1% |
QQnity Electronics, Inc. | 2K | +1.1% | $333.5K | 0.1% |
ISHARES INCMSCI GBL MIN VOL | 2.7K | +0.2% | $330.4K | 0.1% |
GMO ETF TRUSTUS QUALITY ETF | 7.8K | New | $324.3K | 0.1% |
WBDWarner Bros. Discovery, Inc. | 12K | +5.3% | $321.2K | 0.1% |
SOSouthern Co | 3.3K | −0.9% | $320.3K | 0.1% |
SLViShares Silver Trust | 6K | +98.2% | $319.2K | 0.1% |
BNBROOKFIELD Corp | 7.5K | +2.9% | $317.6K | 0.1% |
INVESTMENT MANAGERS SER TR IFPA GBL EQTY ETF | 7.9K | +0.4% | $315.3K | 0.1% |
KVUEKenvue Inc. | 16.5K | New | $314.9K | 0.1% |
FXEInvesco CurrencyShares Euro Trust | 3K | ±0% | $314K | 0.1% |
SPDR INDEX SHS FDSST STR EU 50 ETF | 4.5K | New | $312.2K | 0.1% |
ISHARES TRGLOBAL 100 ETF | 2.2K | +0.5% | $306.3K | 0.1% |
TTTrane Technologies plc | 620 | ±0% | $304.5K | 0.1% |
NXPINXP Semiconductors N.V. | 1.1K | −5.3% | $303.2K | 0.1% |
PSOPearson PLC | 19K | New | $301.6K | 0.1% |
ISHARES TRUS REGNL BKS ETF | 4.8K | +5.2% | $299.9K | 0.1% |
HLTHilton Worldwide Holdings Inc. | 907 | ±0% | $299.7K | 0.1% |
ISHARES TRFUTU AI TECH ETF | 3.9K | New | $298.5K | 0.1% |
AGNCAGNC Investment Corp. | 27.4K | +4.1% | $298.3K | 0.1% |
CMECME Group Inc. | 1.3K | +11.2% | $297K | 0.1% |
RPMRPM International Inc | 2.7K | ±0% | $295.7K | 0.1% |
CARSCars.com Inc. | 26.7K | ±0% | $292.6K | 0.1% |
SHMDSCHMID Group N.V. | 46.5K | +257.7% | $291.1K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 3.2K | +0.6% | $290.1K | 0.1% |
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX | 1.1K | ±0% | $289.9K | 0.1% |
GRMNGarmin Ltd | 1.2K | +0.3% | $288.6K | 0.1% |
ISHARES TRISHARES SEMICDTR | 447 | New | $286.2K | 0.1% |
CPTCamden Property Trust | 2.5K | ±0% | $286.2K | 0.1% |
VRTXVertex Pharmaceuticals Inc | 575 | +13.6% | $285.6K | 0.1% |
TFCTruist Financial Corp | 5.7K | +0.2% | $284.6K | 0.1% |
ARK ETF TRINNOVATION ETF | 3.5K | ±0% | $282.1K | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 10.1K | +0.3% | $278.8K | 0.1% |
GTLSChart Industries Inc | 1.3K | ±0% | $277.9K | 0.1% |
ISHARES TRMSCI INDIA ETF | 5.6K | ±0% | $276.3K | 0.1% |
PGRProgressive Corp | 1.2K | +3.2% | $270.4K | 0.1% |
ISHARES TRPFD AND INCM SEC | 8.8K | +0.5% | $269.2K | 0.1% |
ISHARES TR1 3 YR TREAS BD | 3.3K | −15.2% | $268.9K | 0.1% |
LNGCheniere Energy, Inc. | 1.1K | ±0% | $268.6K | 0.1% |
NIEVirtus Equity & Convertible Income Fund | 10K | ±0% | $268.6K | 0.1% |
ACNAccenture plc | 2.2K | +0.3% | $267.7K | 0.1% |
CGNXCognex Corp | 3.7K | New | $267.6K | 0.1% |
SAPSAP SE | 1.7K | +1.5% | $267.1K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF | 1.7K | −1.0% | $266K | 0.1% |
TGTTarget Corp | 2K | −15.9% | $265.9K | 0.1% |
UECUranium Energy Corp | 24.7K | +0.1% | $263.5K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P GBL WATER | 4K | ±0% | $262.9K | 0.1% |
RBB FD INCMOTLEY FOL ETF | 3.4K | ±0% | $259.3K | 0.1% |
PHGKoninklijke Philips NV | 9.4K | +3.7% | $256.2K | 0.1% |
BTIBritish American Tobacco p.l.c. | 4.1K | ±0% | $256.1K | 0.1% |
MTDMettler Toledo International Inc | 200 | ±0% | $255.5K | 0.1% |
SHOPShopify Inc. | 2.2K | New | $254.2K | 0.1% |
BTCGrayscale Bitcoin Mini Trust ETF | 9.8K | +9.4% | $253.3K | 0.1% |
SUSuncor Energy Inc | 4.7K | ±0% | $253.3K | 0.1% |
INVESCO EXCHANGE TRADED FD TBIOTECHNOLOGY | 2.8K | −6.6% | $253.3K | 0.1% |
J P MORGAN EXCHANGE TRADED FBETABULDRS JAPAN | 3.3K | ±0% | $250.9K | 0.1% |
CLXClorox Co | 2.6K | New | $250.7K | 0.1% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 6.8K | +0.1% | $250.4K | 0.1% |
CERSCerus Corp | 85K | ±0% | $248.2K | 0.1% |
CCJCameco Corp | 2.4K | ±0% | $246.5K | 0.1% |
NOWServiceNow, Inc. | 2.4K | +24.1% | $242.7K | 0.1% |
PLDPrologis, Inc. | 1.8K | −0.1% | $242.3K | 0.1% |
PMLPIMCO Municipal Income Fund II | 31.8K | +1.6% | $242.2K | 0.1% |
GHCGraham Holdings Co | 211 | −10.6% | $240.8K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 6.9K | −6.5% | $239.8K | 0.1% |
BBTBeacon Financial Corp | 7.8K | ±0% | $238.9K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 7K | ±0% | $237.1K | 0.1% |
PYPLPayPal Holdings, Inc. | 5.4K | −4.1% | $235K | 0.1% |
PWRQuanta Services, Inc. | 325 | New | $234K | 0.1% |
INVESCO EXCHANGE TRADED FD TRAFI US 1500 | 4.2K | New | $233.7K | 0.1% |
FTNTFortinet, Inc. | 1.5K | New | $230.4K | 0.1% |
APHAmphenol Corp | 1.3K | New | $230.1K | 0.1% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 2.8K | New | $228.6K | 0.1% |
URIUnited Rentals, Inc. | 199 | New | $225.4K | 0.1% |
MFCManulife Financial Corp | 5.6K | New | $225.2K | 0.1% |
JPCNuveen Preferred & Income Opportunities Fund | 28.6K | New | $225.1K | 0.1% |
UHTUniversal Health Realty Income Trust | 5.1K | ±0% | $224.8K | 0.1% |
PENGPenguin Solutions, Inc. | 2.9K | New | $223.8K | 0.1% |
MIDDMIDDLEBY Corp | 1.3K | New | $223.6K | 0.1% |
DUOLDuolingo, Inc. | 1.9K | New | $223.6K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT | 3.5K | New | $223.5K | 0.1% |
GBDCGOLUB CAPITAL BDC, Inc. | 17.3K | +0.0% | $223K | 0.1% |
EDITEditas Medicine, Inc. | 68.1K | ±0% | $220.8K | 0.1% |
IBRXImmunityBio, Inc. | 25K | ±0% | $218.9K | 0.1% |
GILDGilead Sciences, Inc. | 1.7K | −1.9% | $217.9K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNAS CLNEDG GREEN | 3.6K | New | $217.9K | 0.1% |
ISHARES TREAFE GRWTH ETF | 1.7K | New | $216.9K | 0.1% |
NUENucor Corp | 967 | New | $215.5K | 0.1% |
INVESCO EXCH TRADED FD TR IIRAFI DVLPD MRKTS | 2.8K | New | $213.5K | 0.1% |
LOWLowe's Companies Inc | 961 | +4.2% | $211.9K | 0.1% |
VANGUARD WORLD FDESG INTL STK ETF | 2.6K | New | $211.1K | 0.1% |
VANECK ETF TRUSTGOLD MINERS ETF | 2.8K | −3.3% | $210.6K | 0.1% |
GBTCGrayscale Bitcoin Trust ETF | 4.6K | ±0% | $209.8K | 0.1% |
ISHARES TRCORE HIGH DV ETF | 7.6K | +400.0% | $207.6K | 0.1% |
JBLJabil Inc | 536 | New | $206.6K | 0.1% |
WATWaters Corp | 550 | New | $206.3K | 0.1% |
VANGUARD WORLD FDMEGA CAP VAL ETF | 1.3K | New | $206K | 0.1% |
EFXEquifax Inc | 1.3K | +3.1% | $205.7K | 0.1% |
WISDOMTREE TRUS SMALLCAP FUND | 3K | New | $204.9K | 0.1% |
SMGScotts Miracle-Gro Co | 3K | New | $204.3K | 0.1% |
CSLCarlisle Companies Inc | 556 | New | $201.7K | 0.1% |
WABWestinghouse Air Brake Technologies Corp | 748 | New | $201.7K | 0.1% |
RCReady Capital Corp | 104.3K | ±0% | $182.5K | 0.1% |
FFord Motor Co | 12.6K | +0.1% | $175.4K | 0.1% |
NMZNuveen Municipal High Income Opportunity Fund | 15.3K | New | $161.5K | 0.1% |
RBB FUND TRUSTTWEEDY BROWNE | 10.7K | +5.5% | $157K | 0.1% |
SATLSatellogic Inc. | 26.3K | ±0% | $150.6K | 0.1% |
CNHCNH Industrial N.V. | 12.6K | ±0% | $141.5K | 0.1% |
GENIGenius Sports Ltd | 20K | ±0% | $121.2K | 0.1% |
ADEAAdeia Inc. | 3.5K | New | $116.2K | 0.1% |
| 3K | New | $98.8K | 0.1% |
SABASaba Capital Income & Opportunities Fund II | 11.5K | ±0% | $96K | 0.1% |
APYXApyx Medical Corp | 20.5K | ±0% | $92K | 0.1% |
NMFCNew Mountain Finance Corp | 10.6K | ±0% | $76.1K | 0.1% |
| 1K | New | $76K | 0.1% |
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc. | 10K | ±0% | $58.8K | 0.1% |
| 100 | New | $37.3K | 0.1% |
CGENCompugen Ltd | 12K | ±0% | $25.7K | 0.1% |
ABTCAmerican Bitcoin Corp. | 32.9K | ±0% | $22.4K | 0.1% |
MERCMercer International Inc. | 10K | ±0% | $6.6K | 0.1% |
