Joel Isaacson & Co., LLC Purchases and Sells in Q1 2025

Joel Isaacson & Co., LLC

$2.17 Billion
Q1 2025

Top Buys

Incresed Positions

200 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SDY	41.6K + 1.65%	$128.74 - $138.67 $5.36M - $5.77M	2.56M $347M
VIG	40K + 3.33%	N/A	1.24M $226M
VYM	24.5K + 2.65%	$126.11 - $135.06 $3.09M - $3.31M	947K $122M
BRK-B	2.6K + 10.36%	$442.66 - $534.52 $1.15M - $1.39M	27.7K $14.7M
VXUS	33.1K + 14.71%	$58.01 - $64.46 $1.92M - $2.13M	258K $16M
VO	16.7K + 4.38%	$251.87 - $277.95 $4.21M - $4.65M	398K $103M

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	4 New	$663000.0 - $801950.0 $2.65M - $3.21M	4 $3.19M
SGU	192K New	$11.28 - $13.45 $2.16M - $2.58M	192K $2.53M
RSP	7.78K New	$169.43 - $182.84 $1.32M - $1.42M	7.78K $1.35M
BNDX	23.2K New	$48.33 - $49.5 $1.12M - $1.15M	23.2K $1.13M
CET	15.1K New	$44.41 - $48.17 $669K - $726K	15.1K $677K
AMLP	12.8K New	$48.65 - $53.06 $623K - $679K	12.8K $664K

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-5.41K - 1.32%	$209.68 - $247.1 $1.13M - $1.34M	405K $90M
SPY	-363 - 0.31%	$551.42 - $612.93 $200K - $222K	117K $65.4M
NVDA	-87 - 0.14%	$106.98 - $149.43 $9.31K - $13K	60.8K $6.59M
LC	-6K - 2.74%	$10.25 - $17.51 $61.5K - $105K	213K $2.2M
EVT	-17.3K - 2.47%	$22.77 - $24.73 $394K - $428K	683K $15.9M
PNC	-43 - 0.09%	$168.84 - $202.89 $7.26K - $8.72K	48.5K $8.53M

Activity Summary All Purchases 240 New Holdings 40 Increased Positions 200 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.