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
IWD
Ishares Russell 1000 Val ETF

ETFs
39
+ 0.29%
$166.82 - $194.23 $6.51K - $7.57K
13.5K $2.63M
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.16%
$40.94 - $52.1 $819 - $1.04K
12.6K $657K
VZ
Verizon Communications Inc

Communication Services
3.96K
+ 8.67%
$41.67 - $45.62 $165K - $180K
49.6K $2.15M
SRLN
Ssga Active Trust

ETFs
1.37K
+ 3.72%
$39.47 - $41.59 $53.9K - $56.8K
38.1K $1.58M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
414
+ 7.41%
$62.73 - $78.42 $26K - $32.5K
6K $464K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
91
+ 0.3%
$19.1 - $23.83 $1.74K - $2.17K
30.7K $730K
IVE
Ishares S&P 500 Value ETF

ETFs
210
+ 3.41%
$168.34 - $195.42 $35.4K - $41K
6.37K $1.25M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
101
+ 7.39%
$171.4 - $227.1 $17.3K - $22.9K
1.47K $333K
TTWO
Take Two Interactive Software Inc

Communication Services
49
+ 3.1%
$194.58 - $243.05 $9.53K - $11.9K
1.63K $396K
TT
Trane Technologies PLC

Industrials
11
+ 1.77%
$315.21 - $437.41 $3.47K - $4.81K
631 $276K
VPU
Vanguard Utilities ETF

ETFs
15
+ 0.13%
$158.36 - $178.82 $2.38K - $2.68K
11.4K $2.01M
AGNC
Agnc Investment Corp.

Real Estate
7.96K
+ 40.46%
$8.12 - $9.49 $64.6K - $75.5K
27.6K $253K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.11%
$281.67 - $351.0 $563 - $702
1.89K $664K
IAU
Ishares Gold Trust

ETFs
831
+ 22.56%
$56.1 - $64.74 $46.6K - $53.8K
4.52K $281K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$187.5 - $246.51 $188 - $247
1.77K $437K
QUAL
Ishares Msci Usa Quality Facto

ETFs
216
+ 12.8%
$152.42 - $182.82 $32.9K - $39.5K
1.9K $348K
FDN
First Tr Fd Dow Jones

ETFs
27
+ 2.47%
$200.29 - $269.33 $5.41K - $7.27K
1.12K $302K
VCIT
Vanguard Intermediate Term Cor

ETFs
638
+ 20.22%
$79.56 - $82.92 $50.8K - $52.9K
3.79K $314K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.69K
+ 22.02%
$23.55 - $27.67 $39.7K - $46.7K
9.34K $258K
VCR
Vanguard Consumer Discretionar

ETFs
3
+ 0.21%
$290.42 - $364.35 $871 - $1.09K
1.46K $527K
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
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
EZU
Ishares Inc Msci Eurozone ETF

ETFs
113
+ 2.12%
$47.63 - $60.01 $5.38K - $6.78K
5.45K $323K
NVO
Novo Nordisk A S

Healthcare
571
+ 2.81%
$58.08 - $81.05 $33.2K - $46.3K
20.9K $1.44M
IDEV
Ishares Core Msci Intl Develop

ETFs
47
+ 1.27%
$61.79 - $76.67 $2.9K - $3.6K
3.75K $285K
MTB
M&T Bank Corp

Financial Services
3
+ 0.17%
$156.58 - $193.99 $470 - $582
1.8K $348K
DFAU
Dimensional ETF Tr

ETFs
18
+ 0.27%
$34.04 - $42.36 $613 - $762
6.74K $285K
SBUX
Starbucks Corp

Consumer Cyclical
890
+ 10.54%
$79.69 - $99.41 $70.9K - $88.5K
9.33K $855K
F
Ford Motor CO

Consumer Cyclical
1.48K
+ 12.44%
$8.69 - $10.85 $12.9K - $16.1K
13.4K $145K
FAST
Fastenal CO

Industrials
3.92K
+ 100.0%
$40.65 - $83.16 $159K - $326K
7.84K $329K
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
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$276.76 - $326.81 $277 - $327
4.14K $1.28M
DVY
Ishares Tr

ETFs
356
+ 1.54%
$118.37 - $134.86 $42.1K - $48K
23.5K $3.12M
KO
Coca Cola CO

Consumer Defensive
444
+ 2.1%
$68.37 - $73.9 $30.4K - $32.8K
21.5K $1.52M
ACN
Accenture PLC

Technology
125
+ 6.08%
$279.23 - $323.21 $34.9K - $40.4K
2.18K $651K
INTC
Intel Corp

Technology
919
+ 2.68%
$18.13 - $22.69 $16.7K - $20.9K
35.2K $787K
XLU
Utilities Sector Spdr

ETFs
17
+ 0.52%
$73.09 - $82.77 $1.24K - $1.41K
3.31K $269K
D
Dominion Energy, Inc

Utilities
68
+ 0.66%
$49.66 - $58.0 $3.38K - $3.94K
10.4K $586K
VTRS
Viatris Inc

Healthcare
195
+ 1.42%
$7.26 - $9.12 $1.42K - $1.78K
14K $124K
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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