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
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.14%
$254.06 - $273.83 $508 - $548
1.39K $369K
HSY
Hershey CO

Consumer Defensive
69
+ 2.95%
$144.74 - $186.36 $9.99K - $12.9K
2.41K $411K
USB
Us Bancorp \De\

Financial Services
1.07K
+ 19.1%
$40.92 - $50.9 $43.9K - $54.7K
6.7K $282K
ADSK
Autodesk, Inc.

Technology
50
+ 1.88%
N/A
2.71K $665K
XLU
Utilities Sector Spdr

ETFs
18
+ 0.55%
$74.7 - $80.27 $1.34K - $1.44K
3.29K $259K
IWN
Ishares Russell2000 Val ETF

ETFs
168
+ 12.66%
$149.27 - $169.4 $25.1K - $28.5K
1.5K $225K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
39
+ 0.67%
$91.45 - $91.75 $3.57K - $3.58K
5.82K $534K
IYR
Ishares Tr

ETFs
5
+ 0.23%
$89.49 - $98.98 $447 - $495
2.16K $206K
GBDC
Golub Capital Bdc, Inc.

Financial Services
407
+ 1.96%
$14.46 - $15.96 $5.89K - $6.5K
21.2K $320K
VCIT
Vanguard Intermediate Term Cor

ETFs
11
+ 0.35%
$79.17 - $82.04 $871 - $902
3.16K $257K
BNY
Blackrock New York Municipal Income Trust

Financial Services
335
+ 0.76%
$10.13 - $10.6 $3.39K - $3.55K
44.4K $451K
PML
Pimco Municipal Income Fund Ii

Financial Services
252
+ 0.84%
$8.04 - $8.62 $2.03K - $2.17K
30.1K $243K
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.27%
N/A
2.97K $225K
Vanguard Mun Bd Fds
1.06K
+ 3.96%
N/A
27.9K $0
Ishares Bitcoin Trust ETF
9.28K
+ 17.44%
N/A
62.5K $0
Ge Vernova Inc
370
+ 23.11%
N/A
1.97K $0
Ge Healthcare Technologies I
1.42K
+ 54.75%
N/A
4.02K $0
Ftai Aviation LTD
6.6K
+ 18.87%
N/A
41.6K $0
Fidelity Wise Origin Bitcoin
300
+ 4.88%
N/A
6.44K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
9
+ 0.1%
N/A
8.96K $363K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2
+ 0.04%
$94.86 - $97.12 $190 - $194
5K $476K
VOE
Vanguard Mid Cap Value Index F

ETFs
43
+ 0.66%
$156.61 - $168.02 $6.73K - $7.22K
6.55K $1.05M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
184
+ 9.13%
$126.86 - $146.45 $23.3K - $26.9K
2.2K $279K
OMC
Omnicom Group Inc.

Communication Services
80
+ 3.2%
$79.43 - $88.34 $6.35K - $7.07K
2.58K $213K
LOW
Lowes Companies Inc

Consumer Cyclical
41
+ 4.07%
$222.66 - $268.42 $9.13K - $11K
1.05K $244K
PFF
Ishares Trust Ishares Pfd And

ETFs
60
+ 0.59%
$30.73 - $32.26 $1.84K - $1.94K
10.2K $312K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
64
+ 0.45%
$24.57 - $26.23 $1.57K - $1.68K
14.2K $348K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.04%
$122.59 - $135.24 $123 - $135
2.42K $304K
SCHX
Schwab Strategic Tr Us Large C

ETFs
451
+ 2.86%
$21.75 - $24.28 $9.81K - $11K
16.2K $357K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.04%
$127.9 - $140.56 $128 - $141
2.8K $357K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
509
+ 16.29%
$165.25 - $224.62 $84.1K - $114K
3.63K $603K
DFAU
Dimensional ETF Tr

ETFs
16
+ 0.24%
$37.84 - $42.29 $605 - $677
6.73K $258K
IBKR
Interactive Brokers Group, Inc.

Financial Services
79
+ 3.29%
$161.03 - $235.53 $12.7K - $18.6K
2.48K $410K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8
+ 0.35%
$96.85 - $111.39 $775 - $891
2.28K $224K
MTB
M&T Bank Corp

Financial Services
2
+ 0.11%
$170.47 - $201.98 $341 - $404
1.79K $320K
CARR
Carrier Global Corp

Industrials
17
+ 0.5%
$62.07 - $70.55 $1.06K - $1.2K
3.45K $218K
ADBE
Adobe Inc.

Technology
100
+ 10.96%
$377.84 - $464.11 $37.8K - $46.4K
1.01K $388K
SNAP
Snap Inc

Communication Services
1
+ 0.01%
$8.37 - $12.57 $8.37 - $12.6
10.4K $90K
MGC
Vanguard Mega Cap ETF

ETFs
6
+ 0.26%
$199.2 - $222.69 $1.2K - $1.34K
2.33K $468K
AMD
Advanced Micro Devices Inc

Technology
196
+ 7.38%
$96.63 - $129.55 $18.9K - $25.4K
2.85K $292K
KIM
Kimco Realty Corp

Real Estate
172
+ 1.21%
$20.15 - $23.42 $3.47K - $4.03K
14.4K $305K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.05%
$313.1 - $349.83 $313 - $350
1.89K $600K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
93
+ 0.31%
$21.23 - $23.75 $1.97K - $2.21K
30.6K $658K
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 1.81%
$497.6 - $606.74 $25.4K - $30.9K
2.87K $1.43M
CRM
Salesforce, Inc.

Technology
454
+ 18.65%
$268.36 - $359.95 $122K - $163K
2.89K $775K
FDX
Fedex Corp

Industrials
223
+ 8.59%
$230.33 - $281.53 $51.4K - $62.8K
2.82K $687K
DFSV
Dimensional ETF Tr Dimensional

ETFs
45
+ 0.27%
$27.56 - $32.1 $1.24K - $1.44K
17K $477K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
27
+ 1.62%
$254.58 - $302.92 $6.87K - $8.18K
1.69K $432K
XLG
Invesco Exchange Traded Fd Tr

ETFs
19
+ 0.15%
$45.72 - $51.73 $869 - $983
12.6K $580K
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
Track This Portfolio

Track Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email