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
VTRS
Viatris Inc

Healthcare
133
+ 0.98%
$8.68 - $12.42 $1.15K - $1.65K
13.8K $119K
VMEO
Vimeo, Inc.

Technology
17.1K
+ 13.18%
$5.26 - $6.93 $90K - $119K
147K $772K
UPS
United Parcel Service Inc

Industrials
276
+ 4.95%
$109.66 - $136.26 $30.3K - $37.6K
5.85K $643K
VCR
Vanguard Consumer Discretionar

ETFs
3
+ 0.21%
$318.51 - $391.75 $956 - $1.18K
1.45K $472K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
32
+ 0.29%
$96.93 - $109.51 $3.1K - $3.5K
11.2K $1.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.54K
+ 17.13%
$65.15 - $91.81 $100K - $141K
10.5K $687K
PAVE
Global X Fds Us Infrastructure

ETFs
112
+ 0.34%
$37.31 - $43.82 $4.18K - $4.91K
33.1K $1.25M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.01%
$253.32 - $282.66 $253 - $283
6.82K $1.75M
CAT
Caterpillar Inc

Industrials
1
+ 0.04%
$326.75 - $407.63 $327 - $408
2.73K $900K
MAR
Marriott International Inc

Consumer Cyclical
300
+ 7.64%
$237.01 - $304.45 $71.1K - $91.3K
4.23K $1.01M
EMR
Emerson Electric CO

Industrials
10
+ 0.16%
$108.64 - $131.17 $1.09K - $1.31K
6.38K $699K
ARES
Ares Management Corp

Financial Services
25
+ 0.8%
$140.19 - $198.28 $3.5K - $4.96K
3.16K $462K
TGT
Target Corp

Consumer Defensive
69
+ 2.06%
$103.65 - $142.5 $7.15K - $9.83K
3.42K $356K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.07%
$302.31 - $337.54 $1.51K - $1.69K
7.15K $2.19M
MRK
Merck & Co., Inc.

Healthcare
1.69K
+ 6.08%
$83.01 - $101.02 $140K - $171K
29.4K $2.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 4.11%
$507.05 - $563.67 $734K - $816K
36.6K $18.8M
OWL
Blue Owl Capital Inc.

Financial Services
44
+ 0.1%
$18.49 - $26.68 $814 - $1.17K
43.5K $871K
HD
Home Depot, Inc.

Consumer Cyclical
306
+ 2.49%
$347.25 - $424.87 $106K - $130K
12.6K $4.61M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
52
+ 0.96%
$522.96 - $601.18 $27.2K - $31.3K
5.46K $2.91M
AXP
American Express CO

Financial Services
381
+ 3.87%
$255.39 - $325.87 $97.3K - $124K
10.2K $2.75M
VONG
Vanguard Russell 1000 Growth E

ETFs
11K
+ 9.45%
$92.71 - $107.38 $1.02M - $1.18M
128K $11.8M
DIS
Walt Disney CO

Communication Services
1.45K
+ 5.16%
$96.87 - $114.0 $140K - $165K
29.5K $2.91M
MAIN
Main Street Capital Corp

Financial Services
163
+ 0.13%
$54.71 - $63.1 $8.92K - $10.3K
128K $7.26M
IWM
Ishares Russell 2000 ETF

ETFs
338
+ 2.2%
$198.1 - $229.79 $67K - $77.7K
15.7K $3.13M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.01%
$140.44 - $166.79 $140 - $167
14.9K $2.1M
TSLA
Tesla, Inc.

Consumer Cyclical
918
+ 24.93%
$222.15 - $428.22 $204K - $393K
4.6K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
23.4K
+ 5.2%
$271.18 - $303.12 $6.35M - $7.1M
474K $130M
NVO
Novo Nordisk A S

Healthcare
100
+ 0.49%
$69.3 - $90.95 $6.93K - $9.1K
20.3K $1.41M
MS
Morgan Stanley

Financial Services
468
+ 0.97%
$111.68 - $141.08 $52.3K - $66K
48.5K $5.66M
ORCL
Oracle Corp

Technology
751
+ 4.06%
$139.81 - $186.47 $105K - $140K
19.2K $2.69M
VBR
Vanguard Small Cap Value ETF

ETFs
188
+ 0.49%
$183.02 - $207.75 $34.4K - $39.1K
38.3K $7.13M
MGK
Vanguard Mega Cap Growth ETF

ETFs
718
+ 3.84%
$307.43 - $357.48 $221K - $257K
19.4K $6M
META
Meta Platforms, Inc.

Communication Services
285
+ 0.61%
$576.36 - $736.67 $164K - $210K
46.7K $26.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 0.13%
$247.97 - $296.33 $5.95K - $7.11K
18.4K $4.63M
BX
Blackstone Inc.

Financial Services
584
+ 3.06%
$136.53 - $186.74 $79.7K - $109K
19.7K $2.75M
AVGO
Broadcom Inc.

Technology
556
+ 4.88%
$167.43 - $244.7 $93.1K - $136K
11.9K $2M
VGT
Vanguard Information Technolog

ETFs
6
+ 0.07%
$542.38 - $646.34 $3.25K - $3.88K
9.21K $5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
252
+ 0.98%
$468.34 - $539.52 $118K - $136K
25.8K $12.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
30K
+ 4.5%
$50.44 - $58.1 $1.51M - $1.74M
696K $35.8M
VUG
Vanguard Growth ETF

ETFs
3.83K
+ 5.61%
$369.1 - $427.61 $1.42M - $1.64M
72.1K $26.8M
VB
Vanguard Small Cap ETF

ETFs
8.31K
+ 4.57%
$217.89 - $252.64 $1.81M - $2.1M
190K $42.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4.79K
+ 4.06%
$333.37 - $384.99 $1.6M - $1.84M
123K $41.1M
APO
Apollo Global Management, Inc.

Financial Services
9
+ 0.01%
$126.01 - $172.06 $1.13K - $1.55K
78.7K $10.8M
XLK
Technology Sector Spdr

ETFs
1.35K
+ 1.39%
$206.38 - $242.18 $278K - $326K
98.2K $20.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
9.48K
+ 1.96%
$81.62 - $96.63 $774K - $916K
494K $41.1M
AMZN
Amazon Com Inc

Consumer Cyclical
6.04K
+ 3.81%
$190.26 - $242.06 $1.15M - $1.46M
164K $31.3M
MSFT
Microsoft Corp

Technology
1.34K
+ 1.39%
$375.39 - $447.2 $504K - $601K
98.1K $36.8M
GOOGL
Alphabet Inc.

Communication Services
1.54K
+ 0.32%
$154.33 - $206.19 $237K - $317K
479K $74.1M
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 0.35%
$156.06 - $207.71 $270K - $360K
496K $77.5M
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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