JOEL ISAACSON & CO., LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 9K | $2.96M |
 | DAL | 8K | $468.04K |
 | COST | 8K | $7.51M |
 | AMGN | 8K | $2.26M |
 | FRT | 8K | $798.83K |
 | CB | 8K | $2.21M |
 | FAST | 8K | $384.38K |
 | SHEL | 8K | $552.21K |
 | GE | 8K | $2.30M |
 | HON | 8K | $1.61M |
 | C | 8K | $765.76K |
 | EW | 8K | $584.21K |
 | QCOM | 7K | $1.20M |
 | ABBV | 7K | $1.67M |
 | HOOD | 7K | $1.01M |
 | WM | 7K | $1.54M |
 | UPS | 7K | $554.73K |
 | TFC | 7K | $303.12K |
 | MKC | 6K | $431.17K |
 | KMB | 6K | $796.63K |
UnitedHealth Group Incorporated
UNH
Shares Held
9K
Value
$2.96M
Delta Air Lines, Inc.
DAL
Shares Held
8K
Value
$468.04K
Costco Wholesale Corporation
COST
Shares Held
8K
Value
$7.51M
Amgen Inc.
AMGN
Shares Held
8K
Value
$2.26M
Federal Realty Investment Trust
FRT
Shares Held
8K
Value
$798.83K
Chubb Limited
CB
Shares Held
8K
Value
$2.21M
Fastenal Company
FAST
Shares Held
8K
Value
$384.38K
Shell plc
SHEL
Shares Held
8K
Value
$552.21K
GE Aerospace
GE
Shares Held
8K
Value
$2.30M
Honeywell International Inc.
HON
Shares Held
8K
Value
$1.61M
Citigroup Inc.
C
Shares Held
8K
Value
$765.76K
Edwards Lifesciences Corporation
EW
Shares Held
8K
Value
$584.21K
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$1.20M
AbbVie Inc.
ABBV
Shares Held
7K
Value
$1.67M
Robinhood Markets, Inc.
HOOD
Shares Held
7K
Value
$1.01M
Waste Management, Inc.
WM
Shares Held
7K
Value
$1.54M
United Parcel Service, Inc.
UPS
Shares Held
7K
Value
$554.73K
Truist Financial Corporation
TFC
Shares Held
7K
Value
$303.12K
McCormick & Company, Incorporated
MKC
Shares Held
6K
Value
$431.17K
Kimberly-Clark Corporation
KMB
Shares Held
6K
Value
$796.63K