Joel Isaacson & Co., LLC Incresed Positions in Q1 2025

Joel Isaacson & Co., LLC

  • $2.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
ARCC
Ares Capital Corp

Financial Services
2.9K
+ 1.72%
$21.28 - $23.81 $61.7K - $69K
171K $3.79M
IEFA
Ishares Tr

ETFs
957
+ 15.13%
$69.57 - $78.65 $66.6K - $75.3K
7.28K $550K
XLC
Select Sector Spdr Tr Communic

ETFs
1.17K
+ 5.0%
$94.84 - $105.31 $111K - $124K
24.6K $2.38M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
10.1K
+ 44.38%
$9.85 - $10.28 $99.6K - $104K
32.9K $326K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10.1K
+ 6.13%
$120.24 - $134.3 $1.22M - $1.36M
176K $21.4M
ABT
Abbott Laboratories

Healthcare
88
+ 2.2%
$111.1 - $140.22 $9.78K - $12.3K
4.09K $542K
KMB
Kimberly Clark Corp

Consumer Defensive
166
+ 2.86%
$124.46 - $147.4 $20.7K - $24.5K
5.98K $849K
SBUX
Starbucks Corp

Consumer Cyclical
317
+ 3.9%
$91.75 - $115.81 $29.1K - $36.7K
8.44K $828K
QCOM
Qualcomm Inc

Technology
574
+ 9.38%
$151.94 - $175.86 $87.2K - $101K
6.69K $1.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
787
+ 25.24%
$95.85 - $99.25 $75.4K - $78.1K
3.91K $386K
TTWO
Take Two Interactive Software Inc

Communication Services
260
+ 19.67%
$178.61 - $217.95 $46.4K - $56.7K
1.58K $327K
AEP
American Electric Power CO Inc

Utilities
150
+ 3.89%
$90.32 - $109.27 $13.5K - $16.4K
4.01K $437K
DVY
Ishares Tr

ETFs
36
+ 0.16%
$128.58 - $138.1 $4.63K - $4.97K
23.1K $3.11M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.04K
+ 22.09%
$82.81 - $92.93 $86.3K - $96.8K
5.76K $490K
UL
Unilever PLC

Consumer Defensive
547
+ 3.95%
$54.72 - $60.29 $29.9K - $33K
14.4K $857K
DVYE
Ishares Emerging Markets Divid

ETFs
2.03K
+ 20.77%
$25.08 - $27.99 $50.8K - $56.7K
11.8K $321K
CEG
Constellation Energy Corp

Utilities
459
+ 39.67%
$201.63 - $347.44 $92.5K - $159K
1.62K $325K
TMUS
T Mobile Us, Inc.

Communication Services
55
+ 5.1%
$211.3 - $272.83 $11.6K - $15K
1.13K $302K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
307
+ 5.82%
$63.07 - $73.5 $19.4K - $22.6K
5.58K $392K
WMT
Walmart Inc.

Consumer Defensive
1.48K
+ 4.97%
$84.5 - $105.05 $125K - $155K
31.2K $2.74M
TTE
Total Energies Se

Energy
744
+ 17.17%
N/A
5.08K $348K
ITW
Illinois Tool Works Inc

Industrials
259
+ 8.76%
$244.9 - $274.48 $63.4K - $71.1K
3.22K $797K
BND
Vanguard Bd Index Fd Inc Total

ETFs
478
+ 7.05%
$71.17 - $73.66 $34K - $35.2K
7.26K $533K
LMT
Lockheed Martin Corp

Industrials
180
+ 18.58%
$423.19 - $506.29 $76.2K - $91.1K
1.15K $513K
IYF
Ishares Tr

ETFs
222
+ 2.98%
$107.69 - $119.37 $23.9K - $26.5K
7.66K $864K
BAC
Bank Of America Corp

Financial Services
5.35K
+ 6.39%
$39.61 - $47.74 $212K - $255K
89K $3.71M
SO
Southern CO

Utilities
78
+ 2.64%
$80.96 - $92.96 $6.31K - $7.25K
3.03K $278K
AGNC
Agnc Investment Corp.

Real Estate
3.13K
+ 18.96%
$9.12 - $10.54 $28.6K - $33K
19.7K $188K
SCHW
Schwab Charles Corp

Financial Services
7
+ 0.09%
$71.24 - $83.64 $499 - $585
7.39K $578K
CRWD
Crowd Strike Holdings, Inc.

Technology
23
+ 1.09%
$308.86 - $455.36 $7.1K - $10.5K
2.14K $753K
SPGI
S&P Global Inc.

Financial Services
39
+ 4.74%
$478.26 - $543.77 $18.7K - $21.2K
862 $437K
IVE
Ishares S&P 500 Value ETF

ETFs
134
+ 2.22%
$185.78 - $198.58 $24.9K - $26.6K
6.16K $1.17M
TXN
Texas Instruments Inc

Technology
121
+ 2.78%
N/A
4.47K $869K
RC
Ready Capital Corp

Real Estate
22K
+ 43.19%
$4.9 - $7.05 $108K - $155K
72.9K $370K
AB
Alliancebernstein Holding L.P.

Financial Services
281
+ 2.84%
$35.0 - $40.73 $9.84K - $11.4K
10.2K $389K
ALL
Allstate Corp

Financial Services
1
+ 0.09%
$180.99 - $210.18 $181 - $210
1.13K $233K
DGRO
Ishares Core Dividend Growth E

ETFs
107
+ 0.49%
$60.46 - $64.42 $6.47K - $6.89K
21.8K $1.35M
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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