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
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.69K
+ 22.02%
$23.55 - $27.67 $39.7K - $46.7K
9.34K $258K
DGRO
Ishares Core Dividend Growth E

ETFs
110
+ 0.5%
$55.22 - $63.94 $6.07K - $7.03K
21.9K $1.4M
DUK
Duke Energy Corp

Utilities
573
+ 12.94%
$112.46 - $124.05 $64.4K - $71.1K
5K $590K
ARCC
Ares Capital Corp

Financial Services
3.67K
+ 2.15%
$18.91 - $22.43 $69.4K - $82.3K
175K $3.84M
CRM
Salesforce, Inc.

Technology
123
+ 4.26%
$236.26 - $291.15 $29.1K - $35.8K
3.01K $821K
ORCC
Owl Rock Capital Corp

Financial Services
3.2K
+ 19.29%
N/A
19.8K $264K
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 0.14%
$74.88 - $91.97 $599 - $736
5.77K $530K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
113
+ 2.12%
$47.63 - $60.01 $5.38K - $6.78K
5.45K $323K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
65
+ 0.46%
$21.28 - $27.19 $1.38K - $1.77K
14.2K $387K
NVO
Novo Nordisk A S

Healthcare
571
+ 2.81%
$58.08 - $81.05 $33.2K - $46.3K
20.9K $1.44M
MTB
M&T Bank Corp

Financial Services
3
+ 0.17%
$156.58 - $193.99 $470 - $582
1.8K $348K
SBUX
Starbucks Corp

Consumer Cyclical
890
+ 10.54%
$79.69 - $99.41 $70.9K - $88.5K
9.33K $855K
DFAU
Dimensional ETF Tr

ETFs
18
+ 0.27%
$34.04 - $42.36 $613 - $762
6.74K $285K
FAST
Fastenal CO

Industrials
3.92K
+ 100.0%
$40.65 - $83.16 $159K - $326K
7.84K $329K
F
Ford Motor CO

Consumer Cyclical
1.48K
+ 12.44%
$8.69 - $10.85 $12.9K - $16.1K
13.4K $145K
DFSV
Dimensional ETF Tr Dimensional

ETFs
76
+ 0.45%
$24.21 - $29.47 $1.84K - $2.24K
17K $501K
DVYE
Ishares Emerging Markets Divid

ETFs
289
+ 2.45%
$23.95 - $29.03 $6.92K - $8.39K
12.1K $345K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.26%
$430.82 - $486.45 $1.29K - $1.46K
1.15K $533K
MMM
3 M CO

Industrials
2
+ 0.06%
$126.09 - $154.15 $252 - $308
3.26K $495K
ALL
Allstate Corp

Financial Services
116
+ 10.27%
$180.53 - $212.64 $20.9K - $24.7K
1.25K $250K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7
+ 0.31%
$86.58 - $104.98 $606 - $735
2.28K $239K
DVY
Ishares Tr

ETFs
356
+ 1.54%
$118.37 - $134.86 $42.1K - $48K
23.5K $3.12M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$276.76 - $326.81 $277 - $327
4.14K $1.28M
KO
Coca Cola CO

Consumer Defensive
444
+ 2.1%
$68.37 - $73.9 $30.4K - $32.8K
21.5K $1.52M
XLU
Utilities Sector Spdr

ETFs
17
+ 0.52%
$73.09 - $82.77 $1.24K - $1.41K
3.31K $269K
INTC
Intel Corp

Technology
919
+ 2.68%
$18.13 - $22.69 $16.7K - $20.9K
35.2K $787K
ACN
Accenture PLC

Technology
125
+ 6.08%
$279.23 - $323.21 $34.9K - $40.4K
2.18K $651K
D
Dominion Energy, Inc

Utilities
68
+ 0.66%
$49.66 - $58.0 $3.38K - $3.94K
10.4K $586K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
60
+ 1.03%
$91.43 - $91.74 $5.49K - $5.5K
5.88K $539K
VTRS
Viatris Inc

Healthcare
195
+ 1.42%
$7.26 - $9.12 $1.42K - $1.78K
14K $124K
KIM
Kimco Realty Corp

Real Estate
210
+ 1.46%
$18.7 - $21.69 $3.93K - $4.55K
14.6K $307K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7
+ 0.1%
$72.02 - $73.82 $504 - $517
7.27K $535K
SO
Southern CO

Utilities
14
+ 0.46%
$84.91 - $92.56 $1.19K - $1.3K
3.04K $279K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
10
+ 0.11%
N/A
8.97K $364K
Vanguard Instl Index Fd
2.68K
New
N/A
2.68K $0
Invesco Actively Managed Exc
6.6K
New
N/A
6.6K $0
Invesco Actively Managed Exc
7.72K
New
N/A
7.72K $0
Lam Research Corp
41
+ 0.34%
N/A
12.1K $0
Vanguard Mun Bd Fds
178K
+ 639.66%
N/A
206K $0
Hamilton Insurance Group LTD
12.5K
New
N/A
12.5K $0
Ge Vernova Inc
6
+ 0.3%
N/A
1.98K $0
Ftai Aviation LTD
600
+ 1.44%
N/A
42.2K $0
Fidelity Wise Origin Bitcoin
27.8K
+ 430.77%
N/A
34.2K $0
Elevation Series Trust
6.06K
New
N/A
6.06K $0
Satellogic Inc
26.3K
New
N/A
26.3K $0
Angi Inc
183K
New
N/A
183K $0
Arista Networks Inc
2.45K
New
N/A
2.45K $0
Vanguard Calif Tax Free Fds
2.68K
New
N/A
2.68K $0
Msc Income Fund Inc
32.5K
New
N/A
32.5K $0
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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