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
BK
Bank Of New York Mellon Corp

Financial Services
1.1K
+ 3.28%
$75.42 - $88.95 $83K - $97.8K
34.7K $2.91M
EPD
Enterprise Products Partners L.P.

Energy
1.24K
+ 1.29%
$31.75 - $34.14 $39.4K - $42.3K
97.2K $3.32M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
12K
+ 49.23%
N/A
36.5K $929K
ABBV
Abb Vie Inc.

Healthcare
497
+ 8.02%
$169.2 - $216.66 $84.1K - $108K
6.69K $1.4M
VZ
Verizon Communications Inc

Communication Services
1.36K
+ 3.06%
$37.81 - $46.49 $51.3K - $63.1K
45.6K $2.07M
FXE
Invesco Currency Shares Euro Trust

ETFs
2.98K
New
$94.32 - $101.09 $281K - $301K
2.98K $297K
AMT
American Tower Corp

Real Estate
405
+ 6.72%
$173.46 - $217.6 $70.3K - $88.1K
6.44K $1.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.69K
New
$168.16 - $186.21 $284K - $314K
1.69K $288K
CSCO
Cisco Systems, Inc.

Technology
3.3K
+ 11.45%
$58.74 - $64.87 $194K - $214K
32.1K $1.98M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.37K
New
$192.82 - $222.1 $263K - $303K
1.37K $263K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
11.2K
New
$21.34 - $23.86 $238K - $266K
11.2K $254K
HWM
Howmet Aerospace Inc.

Industrials
1.92K
New
$110.79 - $139.39 $212K - $267K
1.92K $248K
UNP
Union Pacific Corp

Industrials
628
+ 5.58%
$225.21 - $254.42 $141K - $160K
11.9K $2.81M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.14K
New
$98.98 - $113.18 $211K - $242K
2.14K $241K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.37K
+ 6.64%
$74.85 - $84.89 $102K - $116K
21.9K $1.79M
SHOP
Shopify Inc.

Technology
2.34K
New
$90.59 - $129.31 $212K - $302K
2.34K $223K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
10K
New
$21.85 - $25.19 $219K - $252K
10K $221K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
454
New
$402.49 - $513.76 $183K - $233K
454 $220K
IAU
Ishares Gold Trust

ETFs
3.68K
New
$49.74 - $58.96 $183K - $217K
3.68K $217K
TFC
Truist Financial Corp

Financial Services
5.18K
New
$39.48 - $48.15 $205K - $249K
5.18K $213K
CCI
Crown Castle International Corp

Real Estate
2.04K
New
$84.33 - $106.39 $172K - $217K
2.04K $212K
IVV
Ishares Core S&P 500 ETF

ETFs
968
+ 7.76%
$554.06 - $615.85 $536K - $596K
13.4K $7.56M
TT
Trane Technologies PLC

Industrials
620
New
$332.0 - $400.86 $206K - $249K
620 $208K
XLV
Select Sector Spdr Fund Health

ETFs
1.42K
New
$137.61 - $149.68 $195K - $212K
1.42K $206K
RTX
Raytheon Technologies Corp

Industrials
291
+ 2.9%
$114.1 - $135.66 $33.2K - $39.5K
10.3K $1.37M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.66K
New
$25.77 - $27.6 $197K - $211K
7.66K $203K
NEE
Nextera Energy Inc

Utilities
3.19K
+ 10.18%
$66.96 - $76.16 $214K - $243K
34.6K $2.45M
BGR
Black Rock Energy & Resources Trust

Financial Services
14.5K
New
$12.77 - $13.89 $185K - $201K
14.5K $196K
SAP
Sap Se

Technology
634
+ 59.03%
$241.4 - $293.69 $153K - $186K
1.71K $458K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
14.7K
New
$12.94 - $14.29 $190K - $209K
14.7K $192K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
17.4K
New
$10.81 - $11.42 $188K - $199K
17.4K $189K
SRLN
Ssga Active Trust

ETFs
5.03K
+ 15.87%
$41.02 - $41.99 $206K - $211K
36.7K $1.51M
VT
Vanguard Total World Stk Index

ETFs
2.34K
+ 4.07%
$115.08 - $123.97 $269K - $290K
59.9K $6.94M
IWD
Ishares Russell 1000 Val ETF

ETFs
727
+ 5.69%
$182.82 - $196.21 $133K - $143K
13.5K $2.54M
MA
Mastercard Inc

Financial Services
249
+ 16.26%
$504.67 - $576.31 $126K - $144K
1.78K $975K
WFC
Wells Fargo & Company

Financial Services
1.37K
+ 3.01%
$66.78 - $81.42 $91.3K - $111K
46.8K $3.36M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
13.1K
New
$11.85 - $13.1 $155K - $172K
13.1K $158K
DUOL
Duolingo, Inc.

Technology
585
+ 33.74%
$272.49 - $441.39 $159K - $258K
2.32K $720K
UNH
Unitedhealth Group Inc

Healthcare
73
+ 1.13%
$461.52 - $548.18 $33.7K - $40K
6.54K $3.43M
DUK
Duke Energy Corp

Utilities
831
+ 23.1%
$105.87 - $121.97 $88K - $101K
4.43K $540K
VEA
Vanguard Ftse Developed Market

ETFs
979
+ 2.97%
$47.4 - $52.99 $46.4K - $51.9K
33.9K $1.72M
PEP
Pepsico Inc

Consumer Defensive
1.2K
+ 7.89%
$142.64 - $156.42 $171K - $188K
16.4K $2.46M
C
Citigroup Inc

Financial Services
1.91K
+ 52.98%
$67.23 - $84.63 $129K - $162K
5.52K $391K
CNHI
Cnh Industrial N.V.

Industrials
12.6K
New
N/A
12.6K $131K
MO
Altria Group, Inc.

Consumer Defensive
25
+ 0.15%
$50.81 - $60.02 $1.27K - $1.5K
16.4K $983K
TJX
Tjx Companies Inc

Consumer Cyclical
968
+ 11.71%
$112.81 - $126.16 $109K - $122K
9.23K $1.12M
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.16%
$232.43 - $265.13 $1.86K - $2.12K
5.1K $1.35M
F
Ford Motor CO

Consumer Cyclical
11.9K
New
$9.12 - $10.43 $108K - $124K
11.9K $119K
UEC
Uranium Energy Corp

Energy
24.7K
New
$4.77 - $8.2 $118K - $202K
24.7K $118K
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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