Joel Isaacson & Co., LLC Purchases in Q1 2025

Joel Isaacson & Co., LLC

  • $2.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
41.6K
+ 1.65%
$128.74 - $138.67 $5.36M - $5.77M
2.56M $347M
VIG
Vanguard Dividend Appreciation

ETFs
40K
+ 3.33%
N/A
1.24M $226M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24.5K
+ 2.65%
$126.11 - $135.06 $3.09M - $3.31M
947K $122M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.6K
+ 10.36%
$442.66 - $534.52 $1.15M - $1.39M
27.7K $14.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33.1K
+ 14.71%
$58.01 - $64.46 $1.92M - $2.13M
258K $16M
SGU
Star Group, L.P.

Energy
192K
New
$11.28 - $13.45 $2.16M - $2.58M
192K $2.53M
VO
Vanguard Mid Cap ETF

ETFs
16.7K
+ 4.38%
$251.87 - $277.95 $4.21M - $4.65M
398K $103M
JNJ
Johnson & Johnson

Healthcare
2.53K
+ 3.53%
$142.06 - $167.7 $359K - $424K
74.1K $12.3M
GLD
Spdr Gold Trust

ETFs
3.64K
+ 19.42%
$243.19 - $288.14 $884K - $1.05M
22.4K $6.44M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.78K
New
$169.43 - $182.84 $1.32M - $1.42M
7.78K $1.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.3K
+ 154.64%
$56.17 - $59.71 $1.14M - $1.21M
33.5K $1.91M
BNDX
Vanguard Total International B

ETFs
23.2K
New
$48.33 - $49.5 $1.12M - $1.15M
23.2K $1.13M
NFLX
Netflix Inc

Communication Services
981
+ 19.5%
$828.4 - $1058.6 $813K - $1.04M
6.01K $5.61M
XLF
Financial Sector Spdr

ETFs
14.6K
+ 7.4%
$47.32 - $52.19 $689K - $760K
211K $10.5M
SUB
Ishares Short Term National Mu

ETFs
9.6K
+ 36.35%
$105.3 - $106.24 $1.01M - $1.02M
36K $3.8M
VTV
Vanguard Value ETF

ETFs
5.61K
+ 41.32%
$167.73 - $179.21 $940K - $1M
19.2K $3.31M
LLY
Eli Lilly & CO

Healthcare
629
+ 10.44%
$725.72 - $929.72 $456K - $585K
6.66K $5.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.57K
+ 10.67%
$73.78 - $76.59 $632K - $656K
88.8K $6.8M
JPM
Jpmorgan Chase & CO

Financial Services
2.1K
+ 4.24%
$225.19 - $279.95 $473K - $588K
51.6K $12.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.84K
+ 2.48%
$56.51 - $62.98 $217K - $242K
159K $9.62M
IBM
International Business Machines Corp

Technology
775
+ 4.56%
$217.4 - $264.74 $168K - $205K
17.8K $4.42M
CET
Central Securities Corp

Financial Services
15.1K
New
$44.41 - $48.17 $669K - $726K
15.1K $677K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.8K
New
$48.65 - $53.06 $623K - $679K
12.8K $664K
CMCSA
Comcast Corp

Communication Services
20.8K
+ 12.52%
$33.19 - $38.23 $691K - $796K
187K $6.9M
GAM
General American Investors CO Inc

Financial Services
12.4K
New
$49.23 - $53.5 $609K - $662K
12.4K $623K
COST
Costco Wholesale Corp

Consumer Defensive
533
+ 14.03%
$890.62 - $1076.86 $475K - $574K
4.33K $4.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.7K
New
$51.45 - $58.51 $604K - $687K
11.7K $607K
COIN
Coinbase Global, Inc.

Technology
5.88K
+ 103.93%
$172.23 - $301.3 $1.01M - $1.77M
11.5K $1.99M
AZO
Autozone Inc

Consumer Cyclical
149
New
$3193.96 - $3828.11 $476K - $570K
149 $568K
TY
Tri Continental Corp

Financial Services
18.5K
New
$30.4 - $32.91 $562K - $608K
18.5K $566K
V
Visa Inc.

Financial Services
854
+ 11.21%
$306.92 - $362.71 $262K - $310K
8.47K $2.97M
MTCH
Match Group, Inc.

Communication Services
23K
+ 22.14%
$30.08 - $36.47 $691K - $837K
127K $3.95M
XLE
Energy Sector Spdr

ETFs
3.84K
+ 16.66%
$85.7 - $93.96 $329K - $361K
26.9K $2.51M
ED
Consolidated Edison Inc

Utilities
319
+ 1.42%
$88.0 - $110.59 $28.1K - $35.3K
22.8K $2.52M
PANW
Palo Alto Networks Inc

Technology
2.99K
New
$167.82 - $208.28 $501K - $622K
2.99K $509K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
26.5K
New
$18.61 - $21.28 $494K - $564K
26.5K $503K
AMAT
Applied Materials Inc

Technology
3.46K
New
$145.06 - $195.51 $502K - $676K
3.46K $501K
NET
Cloudflare, Inc.

Technology
3.93K
+ 56.5%
$110.71 - $176.5 $435K - $693K
10.9K $1.23M
STEW
Boulder Growth & Income Fund

Financial Services
26.1K
New
$15.76 - $17.3 $411K - $451K
26.1K $450K
KO
Coca Cola CO

Consumer Defensive
3.68K
+ 21.1%
$60.81 - $72.32 $223K - $266K
21.1K $1.51M
CVX
Chevron Corp

Energy
469
+ 3.04%
$146.71 - $167.97 $68.8K - $78.8K
15.9K $2.66M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.21K
+ 26.58%
$67.08 - $76.14 $282K - $320K
20K $1.48M
MUB
Ishares National Muni Bond ETF

ETFs
3.9K
+ 10.11%
$104.71 - $107.69 $408K - $420K
42.5K $4.48M
UBER
Uber Technologies, Inc

Technology
4.2K
+ 106.71%
$63.17 - $81.49 $265K - $342K
8.14K $592K
NVS
Novartis Ag

Healthcare
2.58K
+ 55.25%
$97.14 - $115.57 $251K - $299K
7.26K $809K
LNG
Cheniere Energy, Inc.

Energy
1.52K
New
$209.32 - $253.66 $319K - $387K
1.52K $352K
T
At&T Inc.

Communication Services
1.72K
+ 3.22%
$21.56 - $28.28 $37K - $48.5K
54.9K $1.55M
GE
General Electric CO

Industrials
509
+ 7.45%
$168.59 - $212.13 $85.8K - $108K
7.35K $1.47M
Activity Summary
Buys All Purchases 240 New Holdings 40 Increased Positions 200 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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