Joel Isaacson & Co., LLC Incresed Positions in Q2 2025

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
ARES
Ares Management Corp

Financial Services
1.27K
+ 40.34%
$118.04 - $175.83 $150K - $224K
4.43K $767K
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
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
HON
Honeywell International Inc

Industrials
350
+ 5.68%
$182.86 - $232.88 $64K - $81.5K
6.51K $1.52M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12
+ 0.22%
$468.22 - $566.51 $5.62K - $6.8K
5.48K $3.1M
NEE
Nextera Energy Inc

Utilities
3.3K
+ 9.54%
$64.11 - $75.0 $211K - $247K
37.9K $2.63M
CAT
Caterpillar Inc

Industrials
47
+ 1.72%
$273.94 - $388.21 $12.9K - $18.2K
2.78K $1.08M
OWL
Blue Owl Capital Inc.

Financial Services
10.4K
+ 24.0%
$15.9 - $21.16 $166K - $221K
53.9K $1.04M
V
Visa Inc.

Financial Services
350
+ 4.13%
$308.27 - $373.31 $108K - $131K
8.82K $3.13M
ABT
Abbott Laboratories

Healthcare
1.06K
+ 25.86%
$123.95 - $138.08 $131K - $146K
5.15K $700K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
703
+ 31.97%
$113.67 - $150.4 $79.9K - $106K
2.9K $436K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
519
+ 2.67%
$90.56 - $109.49 $47K - $56.8K
20K $2.18M
ABNB
Airbnb, Inc.

Consumer Cyclical
741
+ 19.69%
$105.69 - $140.64 $78.3K - $104K
4.51K $596K
GLW
Corning Inc

Technology
146
+ 0.72%
$39.07 - $52.59 $5.7K - $7.68K
20.4K $1.07M
ISRG
Intuitive Surgical Inc

Healthcare
38
+ 1.46%
$451.58 - $565.94 $17.2K - $21.5K
2.63K $1.43M
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.46K
+ 300.6%
$50.53 - $212.53 $377K - $1.58M
9.94K $550K
COF
Capital One Financial Corp

Financial Services
178
+ 5.89%
$150.57 - $212.76 $26.8K - $37.9K
3.2K $681K
MSTR
Microstrategy Inc

Technology
100
+ 12.39%
$237.95 - $421.61 $23.8K - $42.2K
907 $366K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11
+ 0.1%
$86.93 - $109.64 $956 - $1.21K
11.2K $1.23M
IWP
Ishares Russell Mid Cap Growth

ETFs
521
+ 23.32%
$104.34 - $138.68 $54.4K - $72.3K
2.76K $382K
MA
Mastercard Inc

Financial Services
166
+ 9.33%
$479.92 - $590.74 $79.7K - $98.1K
1.95K $1.09M
C
Citigroup Inc

Financial Services
426
+ 7.72%
$58.13 - $85.12 $24.8K - $36.3K
5.95K $506K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.3K
+ 9.76%
$77.74 - $78.78 $101K - $102K
14.6K $1.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.66K
+ 15.97%
$63.54 - $68.5 $105K - $114K
12.1K $812K
DE
Deere & CO

Industrials
101
+ 7.55%
$412.99 - $531.48 $41.7K - $53.7K
1.44K $731K
SCHW
Schwab Charles Corp

Financial Services
77
+ 1.04%
$69.06 - $91.24 $5.32K - $7.03K
7.46K $680K
MO
Altria Group, Inc.

Consumer Defensive
2.09K
+ 12.72%
$55.56 - $60.91 $116K - $127K
18.5K $1.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
348
+ 0.39%
$75.05 - $77.34 $26.1K - $26.9K
89.2K $6.9M
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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