Legal Name: JOEL ISAACSON & CO., LLC
報告期間:
Jun 30, 2019
有効日:
Jul 11, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
多くの人々が詐欺やPonziスキームによってやけどを負っています。だから私たちはあなた、潜在的な投資家を助け、事実を見つけ、最高のものを見つけ、そして詐欺とPonziの計画を避けるためにこのウェブサイトを作成しました。
このWebサイトで提供されるすべての情報は、無保証で、情報提供のみを目的として提供されています。
InvestingReview.orgは投資アドバイスを提供していません。 InvestingReview.orgは投資顧問ではなく、米国または米国以外の規制機関によって承認または提携されていません。
最近検索された企業
注：検索データは第三者によって蓄積され、1日に1回更新されます.
