Avoid Fraud, Get The Facts, And Find The Best
Legal Name: JOEL ISAACSON & CO., LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 11, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
92,010 |
$20,819k |
|
|
Apple Inc (037833100)
|
95,239 |
$18,850k |
|
|
EATON VANCE TAX ADV (27828G107)
|
767,009 |
$18,255k |
|
|
Facebook Inc (30303M102)
|
90,915 |
$17,547k |
|
|
ESTEE LAUDER CO (518439104)
|
82,841 |
$15,169k |
|
|
IAC INTERACTIVECORP (44919P508)
|
37,433 |
$8,143k |
|
|
JOHNSON & JOHNSON (478160104)
|
47,167 |
$6,569k |
|
|
ISHARES (464287168)
|
55,788 |
$5,554k |
|
|
Amazon.com Inc (023135106)
|
2,922 |
$5,533k |
|
|
ALPHABET INC (02079K305)
|
4,141 |
$4,484k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
19,677 |
$4,195k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
34,995 |
$3,912k |
|
|
Alphabet Inc (02079K107)
|
3,244 |
$3,506k |
|
|
Bank of America Corp. (060505104)
|
115,444 |
$3,348k |
|
|
Exxon Mobil Corp (30231G102)
|
40,044 |
$3,069k |
|
|
DISNEY WALT CO (254687106)
|
20,257 |
$2,829k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
9,531 |
$2,809k |
|
|
AT&T INC (00206R102)
|
78,797 |
$2,640k |
|
|
BLACKSTONE GROUP (09253U108)
|
51,877 |
$2,304k |
|
|
BECTON DICKINSON (075887109)
|
8,859 |
$2,233k |
|
|
HOME DEPOT INC (437076102)
|
9,783 |
$2,035k |
|
|
MERCK & CO INC (58933Y105)
|
23,377 |
$1,960k |
|
|
CISCO SYSTEMS INC (17275R102)
|
30,720 |
$1,681k |
|
|
ENTERPRISE PRODS (293792107)
|
57,184 |
$1,651k |
|
|
3M CO (88579Y101)
|
9,437 |
$1,636k |
|
|
INTL BUSINESS MCHN (459200101)
|
11,567 |
$1,595k |
|
|
Chevron Corp (166764100)
|
12,278 |
$1,528k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
8,183 |
$1,528k |
|
|
Boeing Co/The (097023105)
|
4,058 |
$1,477k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
22,216 |
$1,422k |
|
|
Ares Commercial Real Estate Corp. (04013V108)
|
87,731 |
$1,304k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
6,342 |
$1,297k |
|
|
INTEL CORP (458140100)
|
26,408 |
$1,264k |
|
|
CVS HEALTH CORP (126650100)
|
23,032 |
$1,255k |
|
|
MCDONALDS CORP (580135101)
|
5,948 |
$1,235k |
|
|
DIAGEO P L C (25243Q205)
|
6,866 |
$1,183k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
5,502 |
$1,125k |
|
|
COCA-COLA CO (191216100)
|
21,911 |
$1,116k |
|
|
FEDERAL RLTY INVT TR (313747206)
|
8,385 |
$1,080k |
|
|
CITRIX SYS INC (177376100)
|
10,000 |
$981k |
|
|
DEXCOM INC (252131107)
|
6,500 |
$974k |
|
|
CONSOLDTD EDISON INC (209115104)
|
11,086 |
$972k |
|
|
CELGENE CORP (151020104)
|
10,316 |
$954k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
12,779 |
$916k |
|
|
EBAY INC (278642103)
|
21,973 |
$868k |
|
|
DOLLAR GEN CORP (256677105)
|
6,385 |
$863k |
|
|
FORTRESS TRANS INFRST INVS LCO (34960P101)
|
56,972 |
$860k |
|
|
American Express Co. (025816109)
|
6,912 |
$853k |
|
|
DROPBOX (26210C104)
|
33,118 |
$830k |
|
|
COMCAST CORP (20030N101)
|
18,820 |
$796k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
4,691 |
$795k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
4,853 |
$764k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,813 |
$743k |
|
|
ISHARES (464288778)
|
15,825 |
$726k |
|
|
ARES CAP CORP (04010L103)
|
39,768 |
$713k |
|
|
LILLY ELI & CO (532457108)
|
6,328 |
$701k |
|
|
HONEYWELL INTL INC (438516106)
|
3,968 |
$693k |
|
|
KIMBERLY CLARK CORP (494368103)
|
4,995 |
$666k |
|
|
ISHARES (464287465)
|
9,980 |
$656k |
|
|
AFLAC INC (001055102)
|
11,680 |
$640k |
|
|
CITIGROUP INC (172967424)
|
9,044 |
$633k |
|
|
Bank of New York Mellon Corp. (064058100)
|
14,296 |
$631k |
|
|
ADP (053015103)
|
3,785 |
$626k |
|
|
Bristol-Myers Squibb Co (110122108)
|
13,744 |
$623k |
|
|
AMGEN INC (031162100)
|
3,340 |
$615k |
|
|
ISHARES (464287887)
|
3,356 |
$612k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,765 |
$606k |
|
|
AABA (021346101)
|
8,600 |
$597k |
|
|
ALTRIA GROUP INC (02209S103)
|
12,580 |
$596k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
2,978 |
$589k |
|
|
LendingClub Corp (52603A109)
|
171,478 |
$562k |
|
|
MARRIOTT INTL INC (571903202)
|
3,922 |
$550k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,775 |
$539k |
|
|
CONTURA ENERGY INC (21241B100)
|
10,000 |
$519k |
|
|
Canadian Natural Resources Ltd (136385101)
|
19,000 |
$512k |
|
|
Eaton Vance Tax Adv Global Dividend O (27828U106)
|
21,014 |
$511k |
|
|
GENERAL ELECTRIC CO (369604103)
|
45,719 |
$480k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
2,578 |
$476k |
|
|
EMERSON ELEC CO (291011104)
|
7,019 |
$468k |
|
|
Medidata Sol'ns (MDSO) (58471A105)
|
5,000 |
$453k |
|
|
Baidu Inc (056752108)
|
3,801 |
$446k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,627 |
$428k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
810 |
$425k |
|
|
CHUBB LIMITED (H1467J104)
|
2,853 |
$420k |
|
|
ADOBE INC (00724F101)
|
1,400 |
$413k |
|
|
Lockheed Martin Corp (539830109)
|
1,115 |
$405k |
|
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
9,477 |
$379k |
|
|
BP PLC (055622104)
|
8,942 |
$373k |
|
|
INVESCO EXCHANGE TRADED FD (46137V787)
|
6,730 |
$360k |
|
|
ABBOTT LABS (002824100)
|
4,196 |
$353k |
|
|
Aon, PLC (G0408V102)
|
1,814 |
$350k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
5,250 |
$350k |
|
|
DOUBLELINE OPPORTUNISTIC CR (258623107)
|
16,667 |
$349k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
25,000 |
$338k |
|
|
ABBVIE INC (00287Y109)
|
4,522 |
$329k |
|
|
MACQUARIE INFRASTRUCTURE COR (55608B105)
|
8,015 |
$325k |
|
|
ASHLAND GLOBAL HLDGS INC (044186104)
|
4,000 |
$320k |
|
|
AEP (025537101)
|
3,557 |
$313k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,666 |
$308k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,455 |
$292k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q720)
|
11,824 |
$285k |
|
|
BROWN FORMAN CORP (115637209)
|
5,001 |
$277k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
694 |
$274k |
|
|
ETF MANAGERS TRUST (26924G508)
|
8,150 |
$258k |
|
|
GENERAL DYNAMICS (369550108)
|
1,408 |
$256k |
|
|
ISHARES (464287242)
|
2,057 |
$256k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V233)
|
1,208 |
$253k |
|
|
AQUA AMERICA INC (03836W103)
|
6,089 |
$252k |
|
|
AVANGRID INC (05351W103)
|
4,799 |
$242k |
|
|
BLACKROCK CAPITAL INVESTMENT (092533108)
|
40,000 |
$241k |
|
|
MCCORMICK & CO INC (579780206)
|
1,550 |
$240k |
|
|
ConocoPhillips (20825C104)
|
3,819 |
$233k |
|
|
ISHARES (464287234)
|
5,263 |
$226k |
|
|
EOG Resources Inc (26875P101)
|
2,405 |
$224k |
|
|
DUKE ENERGY CORP (26441C204)
|
2,500 |
$221k |
|
|
AMC NETWORKS INC (00164V103)
|
4,000 |
$218k |
|
|
CAMDEN PPTY TR (133131102)
|
2,000 |
$209k |
|
|
American International Group (026874784)
|
3,880 |
$207k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
1,355 |
$204k |
|
|
INVESCO ACTIVELY MANAGD ETF (46090A887)
|
3,977 |
$200k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
12,000 |
$176k |
|
|
FIRST TR STOXX EURO DIV FD (33735T109)
|
13,515 |
$169k |
|
|
HENNESSY ADVISORS INC COM (425885100)
|
13,500 |
$131k |
|
|
BBX Capital Corp (05491N104)
|
16,445 |
$81k |
|
|
Globalstar Inc. (GSAT) (378973408)
|
159,650 |
$77k |
|
|
CHESAPEAKE ENERGY (165167107)
|
11,814 |
$23k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.