Joel Isaacson & Co., LLC New Holdings in Q1 2025

Joel Isaacson & Co., LLC

  • $2.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
SGU
Star Group, L.P.

Energy
192K
New
$11.28 - $13.45 $2.16M - $2.58M
192K $2.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.78K
New
$169.43 - $182.84 $1.32M - $1.42M
7.78K $1.35M
BNDX
Vanguard Total International B

ETFs
23.2K
New
$48.33 - $49.5 $1.12M - $1.15M
23.2K $1.13M
CET
Central Securities Corp

Financial Services
15.1K
New
$44.41 - $48.17 $669K - $726K
15.1K $677K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.8K
New
$48.65 - $53.06 $623K - $679K
12.8K $664K
GAM
General American Investors CO Inc

Financial Services
12.4K
New
$49.23 - $53.5 $609K - $662K
12.4K $623K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.7K
New
$51.45 - $58.51 $604K - $687K
11.7K $607K
AZO
Autozone Inc

Consumer Cyclical
149
New
$3193.96 - $3828.11 $476K - $570K
149 $568K
TY
Tri Continental Corp

Financial Services
18.5K
New
$30.4 - $32.91 $562K - $608K
18.5K $566K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
26.5K
New
$18.61 - $21.28 $494K - $564K
26.5K $503K
AMAT
Applied Materials Inc

Technology
3.46K
New
$145.06 - $195.51 $502K - $676K
3.46K $501K
STEW
Boulder Growth & Income Fund

Financial Services
26.1K
New
$15.76 - $17.3 $411K - $451K
26.1K $450K
LNG
Cheniere Energy, Inc.

Energy
1.52K
New
$209.32 - $253.66 $319K - $387K
1.52K $352K
FXE
Invesco Currency Shares Euro Trust

ETFs
2.98K
New
$94.32 - $101.09 $281K - $301K
2.98K $297K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.69K
New
$168.16 - $186.21 $284K - $314K
1.69K $288K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.37K
New
$192.82 - $222.1 $263K - $303K
1.37K $263K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
11.2K
New
$21.34 - $23.86 $238K - $266K
11.2K $254K
HWM
Howmet Aerospace Inc.

Industrials
1.92K
New
$110.79 - $139.39 $212K - $267K
1.92K $248K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.14K
New
$98.98 - $113.18 $211K - $242K
2.14K $241K
SHOP
Shopify Inc.

Technology
2.34K
New
$90.59 - $129.31 $212K - $302K
2.34K $223K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
10K
New
$21.85 - $25.19 $219K - $252K
10K $221K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
454
New
$402.49 - $513.76 $183K - $233K
454 $220K
IAU
Ishares Gold Trust

ETFs
3.68K
New
$49.74 - $58.96 $183K - $217K
3.68K $217K
TFC
Truist Financial Corp

Financial Services
5.18K
New
$39.48 - $48.15 $205K - $249K
5.18K $213K
CCI
Crown Castle International Corp

Real Estate
2.04K
New
$84.33 - $106.39 $172K - $217K
2.04K $212K
TT
Trane Technologies PLC

Industrials
620
New
$332.0 - $400.86 $206K - $249K
620 $208K
XLV
Select Sector Spdr Fund Health

ETFs
1.42K
New
$137.61 - $149.68 $195K - $212K
1.42K $206K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.66K
New
$25.77 - $27.6 $197K - $211K
7.66K $203K
BGR
Black Rock Energy & Resources Trust

Financial Services
14.5K
New
$12.77 - $13.89 $185K - $201K
14.5K $196K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
14.7K
New
$12.94 - $14.29 $190K - $209K
14.7K $192K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
17.4K
New
$10.81 - $11.42 $188K - $199K
17.4K $189K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
13.1K
New
$11.85 - $13.1 $155K - $172K
13.1K $158K
CNHI
Cnh Industrial N.V.

Industrials
12.6K
New
N/A
12.6K $131K
F
Ford Motor CO

Consumer Cyclical
11.9K
New
$9.12 - $10.43 $108K - $124K
11.9K $119K
UEC
Uranium Energy Corp

Energy
24.7K
New
$4.77 - $8.2 $118K - $202K
24.7K $118K
UUUU
Energy Fuels Inc

Energy
10.1K
New
$3.73 - $5.88 $37.8K - $59.5K
10.1K $37K
APYX
Apyx Medical Corp

Healthcare
20.5K
New
$1.0 - $1.72 $20.5K - $35.3K
20.5K $28K
Fidelis Insurance Holdings L
19.5K
New
N/A
19.5K $0
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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