Joel Isaacson & Co., LLC Incresed Positions in Q3 2025

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
2.5K
+ 0.52%
$174.36 - $254.72 $435K - $636K
480K $117M
AAPL
Apple Inc.

Technology
16.4K
+ 3.91%
$202.38 - $256.87 $3.32M - $4.21M
436K $111M
NVDA
Nvidia Corp

Technology
82.8K
+ 115.96%
$153.3 - $186.58 $12.7M - $15.4M
154K $28.8M
VTI
Vanguard Total Stock Market Et

ETFs
15.9K
+ 3.3%
$303.93 - $329.86 $4.83M - $5.24M
497K $163M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
22.1K
+ 0.84%
$136.48 - $142.97 $3.02M - $3.16M
2.67M $374M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.75K
+ 0.9%
$132.9 - $142.03 $1.16M - $1.24M
978K $138M
VO
Vanguard Mid Cap ETF

ETFs
7.33K
+ 1.74%
$279.83 - $293.74 $2.05M - $2.15M
429K $126M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5.17K
+ 3.9%
$393.18 - $439.39 $2.03M - $2.27M
138K $60M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.57K
+ 28.29%
$546.99 - $602.2 $4.14M - $4.56M
34.3K $20.6M
VUG
Vanguard Growth ETF

ETFs
5K
+ 6.86%
$433.97 - $484.08 $2.17M - $2.42M
78K $37.4M
MSFT
Microsoft Corp

Technology
5.37K
+ 5.33%
$491.09 - $535.64 $2.64M - $2.88M
106K $55M
META
Meta Platforms, Inc.

Communication Services
5.94K
+ 12.76%
$695.21 - $791.73 $4.13M - $4.7M
52.4K $38.5M
VB
Vanguard Small Cap ETF

ETFs
2.52K
+ 1.35%
$237.58 - $259.17 $598K - $652K
189K $48.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.13K
+ 0.98%
$53.36 - $59.69 $380K - $425K
731K $42.6M
AMZN
Amazon Com Inc

Consumer Cyclical
14.7K
+ 8.67%
$211.65 - $238.24 $3.11M - $3.5M
184K $40.4M
JNJ
Johnson & Johnson

Healthcare
2.96K
+ 3.95%
$155.17 - $185.42 $460K - $549K
78.1K $14.5M
LLY
Eli Lilly & CO

Healthcare
3.98K
+ 57.88%
$625.65 - $812.69 $2.49M - $3.23M
10.8K $8.27M
COST
Costco Wholesale Corp

Consumer Defensive
3.46K
+ 74.41%
$915.95 - $994.57 $3.17M - $3.45M
8.12K $7.52M
XLK
Technology Sector Spdr

ETFs
404
+ 0.42%
$250.97 - $282.66 $101K - $114K
97.4K $27.5M
VIG
Vanguard Dividend Appreciation

ETFs
15.6K
+ 1.22%
N/A
1.29M $235M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.27K
+ 0.25%
$91.28 - $97.59 $116K - $124K
508K $48.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.35K
+ 3.46%
$567.77 - $614.76 $768K - $832K
40.5K $24.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
49.8K
+ 462.87%
$48.5 - $50.19 $2.41M - $2.5M
60.5K $3.03M
JPM
Jpmorgan Chase & CO

Financial Services
3.48K
+ 6.45%
$282.78 - $316.06 $983K - $1.1M
57.4K $18.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
24.4K
+ 48.93%
$79.76 - $85.78 $1.95M - $2.1M
74.4K $6.3M
LMT
Lockheed Martin Corp

Industrials
4K
+ 347.22%
$410.74 - $499.21 $1.64M - $2M
5.15K $2.57M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
309
+ 0.18%
$134.94 - $145.86 $41.7K - $45.1K
176K $25.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.31K
+ 1.75%
$108.08 - $121.73 $250K - $281K
134K $16.2M
HD
Home Depot, Inc.

Consumer Cyclical
3.06K
+ 23.05%
$357.4 - $423.42 $1.09M - $1.3M
16.3K $6.62M
NFLX
Netflix Inc

Communication Services
2.11K
+ 29.78%
$1147.87 - $1297.18 $2.42M - $2.73M
9.18K $11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18K
+ 20.16%
$76.16 - $78.59 $1.37M - $1.41M
107K $8.37M
ORCL
Oracle Corp

Technology
838
+ 4.35%
$218.96 - $328.33 $183K - $275K
20.1K $5.65M
GLD
Spdr Gold Trust

ETFs
79
+ 0.29%
$300.96 - $355.47 $23.8K - $28.1K
27.7K $9.83M
MCD
Mcdonalds Corp

Consumer Cyclical
3.97K
+ 42.08%
$291.67 - $316.99 $1.16M - $1.26M
13.4K $4.07M
RTX
Raytheon Technologies Corp

Industrials
5.96K
+ 57.89%
$144.19 - $167.33 $859K - $996K
16.2K $2.72M
PLTR
Palantir Technologies Inc.

Technology
812
+ 3.5%
$130.68 - $186.97 $106K - $152K
24K $4.37M
AVGO
Broadcom Inc.

Technology
1.8K
+ 15.75%
$264.74 - $369.57 $477K - $665K
13.2K $4.36M
BA
Boeing CO

Industrials
5.5K
+ 146.51%
$209.79 - $237.38 $1.15M - $1.31M
9.25K $2M
BX
Blackstone Inc.

Financial Services
4.18K
+ 17.96%
$152.77 - $188.68 $638K - $788K
27.4K $4.69M
UNH
Unitedhealth Group Inc

Healthcare
2.77K
+ 47.73%
$237.77 - $353.61 $659K - $979K
8.57K $2.96M
BK
Bank Of New York Mellon Corp

Financial Services
4.65K
+ 13.39%
$90.65 - $109.75 $422K - $511K
39.4K $4.29M
VT
Vanguard Total World Stk Index

ETFs
3.79K
+ 6.09%
$128.41 - $138.03 $486K - $523K
65.9K $9.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.1K
+ 72.88%
$55.61 - $57.37 $1.06M - $1.1M
45.3K $2.59M
WFC
Wells Fargo & Company

Financial Services
10.7K
+ 22.94%
$77.05 - $85.16 $824K - $911K
57.3K $4.81M
GS
Goldman Sachs Group Inc

Financial Services
208
+ 2.18%
$696.56 - $806.32 $145K - $168K
9.74K $7.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
865
+ 2.76%
$459.11 - $506.91 $397K - $438K
32.2K $16.2M
MRK
Merck & Co., Inc.

Healthcare
9.83K
+ 34.29%
$77.6 - $87.37 $763K - $859K
38.5K $3.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.2K
+ 1.94%
$66.38 - $71.68 $213K - $230K
168K $12M
MS
Morgan Stanley

Financial Services
26
+ 0.05%
$139.09 - $161.16 $3.62K - $4.19K
48.4K $7.7M
Activity Summary
Buys All Purchases 265 New Holdings 37 Increased Positions 228 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 1 Puts 0
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