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Institutional Investment Manager
Joel Isaacson & Co., LLC
Joel Isaacson & Co., LLC (CIK: 0001599330) incorporated in Delaware, located at 546 Fifth Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001599330-16-000008) filed in 2016.07.22
#
Name
Shares
Value ($)
%
Options
Notes
451 TOMPKINS FINL CORP COM 1,000 65 0.01%
452 CELANESE CORP DEL 1,000 65 0.01%
453 GLAXOSMITHKLINE PLC 1,511 65 0.01%
454 SCHWAB U.S. BROAD MARKET ETF 1,283 65 0.01%
455 REAVES UTIL INCOME FD 2,000 65 0.01%
456 VANGUARD BD INDEX FDS 800 65 0.01%
457 STATE STR CORP 1,231 66 0.01%
458 EXCHANGE TRADED CONCEPTS TR 2,650 66 0.01%
459 GOLDMAN SACHS GRP INC PFD SERIES B 2,500 66 0.01%
460 SCHWAB US DIVIDEND EQUITY ETF 1,600 66 0.01%
461 ALLSTATE CORP 953 67 0.01%
462 ISHARES TR 600 68 0.01%
463 TARGA RES CORP 1,638 69 0.01%
464 ALLIANCE DATA SYSTEMS CORP 350 69 0.01%
465 DOVER CORP 1,000 69 0.01%
466 EQUITY RESIDENTIAL 1,000 69 0.01%
467 ROYAL DUTCH SHELL PLC 1,241 69 0.01%
468 DEERE & CO 862 70 0.01%
469 ISHARES TR 665 72 0.02%
470 SIMON PPTY GROUP INC NEW 335 73 0.02%
471 ANTHEM INC 559 73 0.02%
472 BOSTON PROPERTIES 550 73 0.02%
473 WISDOMTREE TR 1,897 74 0.02%
474 CATERPILLAR INC 981 74 0.02%
475 THERMO FISHER SCIENTIFIC INC 500 74 0.02%
476 FASTENAL CO 1,700 75 0.02%
477 CONVERGYS CORP 3,000 75 0.02%
478 SAP SE 1,016 76 0.02%
479 KEYCORP NEW 6,968 77 0.02%
480 XO GROUP INC 4,500 78 0.02%
481 DUNKIN BRANDS GROUP INC COM 1,800 79 0.02%
482 UNITED PARCEL SERVICE INC 735 79 0.02%
483 FIRST TR PORTFOLIOS 01/17/2017 EQUITY BASED 9,915 80 0.02%
484 ISHARES TR 2,000 80 0.02%
485 SIRIUS XM HOLDINGS INC 21,094 83 0.02%
486 SOUTHERN CO 1,579 85 0.02%
487 CENTERPOINT ENERGY INC 3,560 85 0.02%
488 TAIWAN SEMICONDUCTOR MFG LTD 3,248 85 0.02%
489 ISHARES TR 850 85 0.02%
490 KINDER MORGAN INC DEL 4,586 86 0.02%
491 ENERGY TRANSFER L P 6,016 86 0.02%
492 WEYERHAEUSER CO 2,918 87 0.02%
493 AES CORP 7,000 87 0.02%
494 INVESCO MORTGAGE CAPITAL INC 6,500 89 0.02%
495 OMNICOM GROUP INC 1,103 90 0.02%
496 WISDOMTREE TR 1,000 90 0.02%
497 CAPITAL ONE FINL CORP 1,427 91 0.02%
498 ISHARES TR 545 92 0.02%
499 M & T BK CORP 794 94 0.02%
500 CERUS CORPORATION 15,000 94 0.02%
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