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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
701 ENTERPRISE PRODS PARTNERS L 39,209 1,147 0.24%
702 Nestle SA Ord F 15,040 1,158 0.25%
703 MAGELLAN MIDSTREAM PRTNRS LP 16,380 1,245 0.26%
704 ALTRIA GROUP INC 18,561 1,280 0.27%
705 WELLS FARGO & CO NEW 27,207 1,288 0.27%
706 3M CO 7,573 1,326 0.28%
707 PFIZER INC 38,915 1,370 0.29%
708 PEPSICO INC 13,315 1,411 0.30%
709 JPMORGAN CHASE & CO 23,816 1,480 0.31%
710 CELGENE CORP 15,062 1,486 0.32%
711 FEDERAL REALTY INVS 9,034 1,496 0.32%
712 CISCO SYS INC 52,713 1,512 0.32%
713 ROSS STORES INC 26,747 1,516 0.32%
714 MORGAN STANLEY 59,942 1,557 0.33%
715 ISHARES TR 8,308 1,749 0.37%
716 MICROSOFT CORP 34,362 1,758 0.37%
717 INTERNATIONAL BUSINESS MACHS 12,072 1,832 0.39%
718 VERIZON COMMUNICATIONS INC 37,159 2,075 0.44%
719 ALPHABET INC 3,410 2,399 0.51%
720 BERKSHIRE HATHAWAY INC DEL 16,849 2,440 0.52%
721 IAC INTERACTIVECORP 43,433 2,445 0.52%
722 DISNEY WALT CO 25,013 2,447 0.52%
723 VANGUARD INTL EQUITY INDEX F 69,544 2,450 0.52%
724 ALPHABET INC 3,547 2,455 0.52%
725 EXXON MOBIL CORP 45,516 4,267 0.91%
726 CVS HEALTH CORP 44,806 4,290 0.91%
727 ISHARES TR 51,581 4,399 0.94%
728 GENERAL ELECTRIC CO 141,774 4,463 0.95%
729 PROCTER AND GAMBLE CO 57,806 4,894 1.04%
730 JOHNSON & JOHNSON 43,345 5,258 1.12%
731 AT&T INC 133,636 5,774 1.23%
732 LAUDER ESTEE COS INC 73,300 6,672 1.42%
733 APPLE INC 100,840 9,640 2.05%
734 FACEBOOK INC 85,300 9,748 2.07%
735 SPDR S&P 500 ETF TR 51,514 10,791 2.30%
736 ISHARES TR 69,521 11,757 2.50%
737 VANGUARD INDEX FDS 120,338 12,895 2.74%
738 EATON VANCE TAX ADVT DIV INC 794,691 15,997 3.40%
739 VANGUARD INDEX FDS 208,215 25,742 5.48%
740 VANGUARD WHITEHALL FDS 394,559 28,195 6.00%
741 VANGUARD SPECIALIZED FUNDS 454,190 37,807 8.04%
742 SPDR SER TR 1,720,084 144,349 30.72%
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