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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.68K
+ 13.31%
$483.48 - $539.8 $1.78M - $1.99M
31.3K $15.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
110
+ 0.6%
$219.76 - $276.94 $24.2K - $30.5K
18.5K $5.12M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.22K
New
$75.29 - $91.16 $393K - $476K
5.22K $470K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 25.0%
$725400.0 - $809350.0 $725K - $809K
5 $3.64M
SHV
Ishares Tr

ETFs
4.08K
New
$110.06 - $110.46 $449K - $450K
4.08K $450K
CSCO
Cisco Systems, Inc.

Technology
2.75K
+ 8.56%
$53.19 - $69.38 $146K - $191K
34.8K $2.42M
EL
Estee Lauder Companies Inc

Consumer Defensive
120
+ 0.42%
$50.06 - $80.8 $6.01K - $9.7K
28.8K $2.33M
IXUS
Ishares Tr

ETFs
5.02K
+ 82.21%
$62.37 - $77.63 $313K - $390K
11.1K $860K
WMT
Walmart Inc.

Consumer Defensive
1.25K
+ 4.01%
$81.79 - $99.98 $102K - $125K
32.4K $3.17M
GE
General Electric CO

Industrials
47
+ 0.64%
$166.81 - $257.39 $7.84K - $12.1K
7.39K $1.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.07K
New
$82.21 - $83.12 $417K - $422K
5.07K $420K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.34K
+ 35.64%
$141.87 - $164.49 $331K - $384K
8.89K $1.46M
IEFA
Ishares Tr

ETFs
4.09K
+ 56.15%
$67.83 - $84.09 $277K - $344K
11.4K $949K
ADSK
Autodesk, Inc.

Technology
1.6K
+ 59.13%
N/A
4.31K $1.06M
VOT
Vanguard Mid Cap Growth Index

ETFs
369
+ 5.13%
$216.28 - $284.39 $79.8K - $105K
7.57K $2.15M
SUB
Ishares Short Term National Mu

ETFs
3.4K
+ 9.43%
$104.77 - $106.34 $356K - $361K
39.4K $4.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.66K
+ 4.59%
$39.89 - $49.46 $106K - $131K
60.5K $2.99M
BA
Boeing CO

Industrials
1.31K
+ 53.29%
$136.59 - $217.51 $178K - $284K
3.75K $786K
ITOT
Ishares Core S&P Total U.S. St

ETFs
79
+ 0.29%
$108.12 - $135.04 $8.54K - $10.7K
27K $3.64M
TJX
Tjx Companies Inc

Consumer Cyclical
2.77K
+ 30.01%
$119.13 - $135.03 $330K - $374K
12K $1.48M
TSLA
Tesla, Inc.

Consumer Cyclical
263
+ 5.72%
$221.86 - $362.89 $58.3K - $95.4K
4.86K $1.55M
MELI
Mercadolibre Inc

Consumer Cyclical
35
+ 8.93%
$1794.73 - $2613.63 $62.8K - $91.5K
427 $1.12M
SPOT
Spotify Technology S.A.

Communication Services
15
+ 0.98%
$503.3 - $775.9 $7.55K - $11.6K
1.55K $1.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.5K
+ 77.07%
$19.6 - $24.44 $245K - $305K
28.7K $700K
MAIN
Main Street Capital Corp

Financial Services
176
+ 0.14%
$49.15 - $59.32 $8.65K - $10.4K
129K $7.59M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
503
+ 13.85%
$141.37 - $228.57 $71.1K - $115K
4.14K $936K
VEA
Vanguard Ftse Developed Market

ETFs
1.88K
+ 5.55%
$45.65 - $57.01 $86K - $107K
35.8K $2.04M
PGR
Progressive Corp

Financial Services
1.16K
New
$255.27 - $288.74 $295K - $334K
1.16K $308K
ARES
Ares Management Corp

Financial Services
1.27K
+ 40.34%
$118.04 - $175.83 $150K - $224K
4.43K $767K
CPNG
Coupang, Inc.

Consumer Cyclical
9.96K
New
$19.76 - $30.81 $197K - $307K
9.96K $298K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
New
$17.76 - $22.1 $214K - $267K
12.1K $266K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.35K
New
$48.22 - $60.41 $210K - $263K
4.35K $259K
UPST
Upstart Holdings, Inc.

Financial Services
4K
New
$34.8 - $64.85 $139K - $259K
4K $258K
BK
Bank Of New York Mellon Corp

Financial Services
76
+ 0.22%
$73.31 - $91.62 $5.57K - $6.96K
34.7K $3.16M
HD
Home Depot, Inc.

Consumer Cyclical
691
+ 5.49%
$335.24 - $380.78 $232K - $263K
13.3K $4.87M
IEMG
Ishares Inc

ETFs
4.76K
New
N/A
4.76K $255K
GRMN
Garmin LTD

Technology
1.2K
New
$173.63 - $218.07 $208K - $262K
1.2K $250K
CEG
Constellation Energy Corp

Utilities
133
+ 8.23%
$170.96 - $322.76 $22.7K - $42.9K
1.75K $564K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.07%
$272.36 - $339.57 $1.36K - $1.7K
7.15K $2.43M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.37K
New
$40.51 - $71.03 $137K - $239K
3.37K $236K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.74K
New
$104.23 - $134.39 $182K - $234K
1.74K $234K
IWC
Russell Micro Cap ETF

ETFs
1.82K
New
$97.43 - $127.66 $177K - $232K
1.82K $231K
CTVA
Corteva, Inc.

Basic Materials
3.06K
New
$55.52 - $74.53 $170K - $228K
3.06K $227K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.58K
New
$22.27 - $29.21 $169K - $221K
7.58K $221K
AIG
American International Group, Inc.

Financial Services
2.59K
New
$77.56 - $87.72 $201K - $227K
2.59K $221K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
828
New
$201.28 - $266.34 $167K - $221K
828 $220K
HON
Honeywell International Inc

Industrials
350
+ 5.68%
$182.86 - $232.88 $64K - $81.5K
6.51K $1.52M
XLY
Select Sector Spdr Consumer Di

ETFs
959
New
$176.34 - $218.59 $169K - $210K
959 $208K
CSL
Carlisle Companies Inc

Industrials
556
New
$317.1 - $408.5 $176K - $227K
556 $207K
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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