Joel Isaacson & Co., LLC Purchases in Q2 2025

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.74K
+ 1.63%
$243.75 - $303.93 $1.89M - $2.35M
481K $146M
VO
Vanguard Mid Cap ETF

ETFs
23.8K
+ 5.97%
$228.54 - $279.83 $5.44M - $6.66M
422K $118M
MSFT
Microsoft Corp

Technology
2.69K
+ 2.74%
$354.56 - $497.45 $954K - $1.34M
101K $50.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
86.7K
+ 3.39%
$121.58 - $136.74 $10.5M - $11.9M
2.64M $359M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
9.74K
+ 7.93%
$299.15 - $396.54 $2.91M - $3.86M
133K $52.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
130K
+ 50.4%
$55.54 - $69.09 $7.22M - $8.98M
388K $26.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
22K
+ 2.32%
$114.78 - $133.31 $2.53M - $2.93M
969K $129M
AMZN
Amazon Com Inc

Consumer Cyclical
4.8K
+ 2.92%
$167.32 - $223.3 $803K - $1.07M
169K $37.1M
VIG
Vanguard Dividend Appreciation

ETFs
31.6K
+ 2.54%
N/A
1.27M $232M
VUG
Vanguard Growth ETF

ETFs
825
+ 1.14%
$329.49 - $438.4 $272K - $362K
73K $32M
NVDA
Nvidia Corp

Technology
10.6K
+ 17.4%
$94.31 - $157.99 $997K - $1.67M
71.4K $11.3M
NFLX
Netflix Inc

Communication Services
1.06K
+ 17.6%
$855.86 - $1339.13 $905K - $1.42M
7.07K $9.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.48K
+ 6.76%
$456.74 - $568.03 $1.13M - $1.41M
39.1K $22.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
28.7K
+ 4.13%
$44.8 - $53.97 $1.29M - $1.55M
724K $39.1M
JPM
Jpmorgan Chase & CO

Financial Services
2.34K
+ 4.54%
$210.28 - $289.91 $493K - $679K
53.9K $15.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
929
+ 3.6%
$416.06 - $551.64 $387K - $512K
26.8K $14.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.21K
+ 3.3%
$82.51 - $109.2 $347K - $460K
132K $14.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
29.9K
+ 149.36%
$65.84 - $80.81 $1.97M - $2.42M
49.9K $4M
VBR
Vanguard Small Cap Value ETF

ETFs
11.2K
+ 29.18%
$162.76 - $195.77 $1.82M - $2.19M
49.5K $9.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
190
+ 0.11%
$108.06 - $135.3 $20.5K - $25.7K
176K $23.8M
COIN
Coinbase Global, Inc.

Technology
500
+ 4.34%
$151.47 - $375.07 $75.7K - $188K
12K $4.22M
GLD
Spdr Gold Trust

ETFs
5.22K
+ 23.33%
$273.71 - $316.29 $1.43M - $1.65M
27.6K $8.41M
XLF
Financial Sector Spdr

ETFs
25.7K
+ 12.16%
$43.92 - $52.37 $1.13M - $1.35M
237K $12.4M
GS
Goldman Sachs Group Inc

Financial Services
351
+ 3.82%
$462.22 - $707.75 $162K - $248K
9.53K $6.75M
ORCL
Oracle Corp

Technology
6
+ 0.03%
$122.82 - $218.63 $737 - $1.31K
19.2K $4.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.61K
+ 4.17%
$54.19 - $67.22 $358K - $444K
165K $11.1M
VGT
Vanguard Information Technolog

ETFs
490
+ 5.32%
$470.37 - $663.28 $230K - $325K
9.7K $6.44M
VTV
Vanguard Value ETF

ETFs
7.23K
+ 37.72%
$153.67 - $176.74 $1.11M - $1.28M
26.4K $4.67M
SRAD
Sportradar Group Ag

Technology
48.1K
New
$20.32 - $28.08 $977K - $1.35M
48.1K $1.35M
PLTR
Palantir Technologies Inc.

Technology
747
+ 3.33%
$74.01 - $144.25 $55.3K - $108K
23.2K $3.16M
IVV
Ishares Core S&P 500 ETF

ETFs
646
+ 4.8%
$498.8 - $620.9 $322K - $401K
14.1K $8.75M
IBM
International Business Machines Corp

Technology
1.13K
+ 6.36%
$221.03 - $294.78 $250K - $333K
18.9K $5.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
906
+ 7.79%
$320.42 - $424.58 $290K - $385K
12.5K $5.32M
DIS
Walt Disney CO

Communication Services
2.67K
+ 9.07%
$81.72 - $124.01 $218K - $331K
32.1K $3.98M
VT
Vanguard Total World Stk Index

ETFs
2.26K
+ 3.77%
$103.16 - $128.52 $233K - $290K
62.1K $7.99M
AXP
American Express CO

Financial Services
1.5K
+ 14.7%
$231.39 - $318.98 $348K - $479K
11.7K $3.74M
NET
Cloudflare, Inc.

Technology
10
+ 0.09%
$97.08 - $195.83 $971 - $1.96K
10.9K $2.13M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
32.7K
+ 89.64%
N/A
69.2K $1.76M
BX
Blackstone Inc.

Financial Services
3.58K
+ 18.22%
$120.07 - $151.11 $430K - $541K
23.3K $3.48M
PNC
Pnc Financial Services Group, Inc.

Financial Services
833
+ 1.72%
$149.76 - $186.42 $125K - $155K
49.4K $9.2M
IYW
Ishares Dj Us Tech ETF

ETFs
873
+ 5.85%
$122.57 - $173.27 $107K - $151K
15.8K $2.74M
KKR
Kkr & Co. Inc.

Financial Services
4.57K
New
$92.79 - $134.29 $424K - $613K
4.57K $607K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.93K
+ 37.68%
$152.93 - $181.74 $449K - $533K
10.7K $1.95M
PM
Philip Morris International Inc.

Consumer Defensive
2.29K
+ 32.96%
$149.23 - $184.95 $342K - $424K
9.25K $1.68M
FNDX
Schwab Fundamental U S Large C

ETFs
23.3K
New
$20.84 - $24.54 $485K - $572K
23.3K $571K
APO
Apollo Global Management, Inc.

Financial Services
1.27K
+ 1.61%
$108.68 - $145.07 $138K - $184K
80K $11.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.8K
New
$48.13 - $49.85 $518K - $536K
10.8K $527K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.94K
+ 17.93%
$72.96 - $90.39 $287K - $356K
25.9K $2.31M
COST
Costco Wholesale Corp

Consumer Defensive
323
+ 7.46%
$908.13 - $1056.85 $293K - $341K
4.66K $4.61M
Activity Summary
Buys All Purchases 225 New Holdings 40 Increased Positions 185 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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