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

Joel Isaacson & Co., LLC

  • $2.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.41K
- 1.32%
$209.68 - $247.1 $1.13M - $1.34M
405K $90M
SPY
Spdr S&P 500 ETF Trust

ETFs
-363
- 0.31%
$551.42 - $612.93 $200K - $222K
117K $65.4M
NVDA
Nvidia Corp

Technology
-87
- 0.14%
$106.98 - $149.43 $9.31K - $13K
60.8K $6.59M
LC
Lending Club Corp

Financial Services
-6K
- 2.74%
$10.25 - $17.51 $61.5K - $105K
213K $2.2M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-17.3K
- 2.47%
$22.77 - $24.73 $394K - $428K
683K $15.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-43
- 0.09%
$168.84 - $202.89 $7.26K - $8.72K
48.5K $8.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-208
- 1.76%
$360.07 - $417.26 $74.9K - $86.8K
11.6K $4.2M
GS
Goldman Sachs Group Inc

Financial Services
-350
- 3.67%
$524.81 - $672.19 $184K - $235K
9.18K $5.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.17K
- 5.03%
$57.21 - $65.8 $181K - $208K
59.8K $3.49M
EL
Estee Lauder Companies Inc

Consumer Defensive
-389
- 1.34%
$64.26 - $85.48 $25K - $33.3K
28.7K $1.89M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-20K
- 48.6%
$12.48 - $13.53 $250K - $271K
21.2K $265K
WMG
Warner Music Group Corp.

Communication Services
-11.5K
- 4.01%
$29.3 - $36.3 $337K - $417K
275K $8.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
-339
- 1.43%
$92.45 - $106.69 $31.3K - $36.2K
23.3K $2.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-218
- 1.11%
$102.49 - $119.96 $22.3K - $26.2K
19.5K $2.04M
DEO
Diageo PLC

Consumer Defensive
-218
- 2.66%
$104.79 - $126.12 $22.8K - $27.5K
7.98K $835K
BA
Boeing CO

Industrials
-991
- 28.81%
$148.15 - $186.25 $147K - $185K
2.45K $417K
PFE
Pfizer Inc

Healthcare
-675
- 0.81%
$25.01 - $27.13 $16.9K - $18.3K
83K $2.1M
HON
Honeywell International Inc

Industrials
-83
- 1.33%
$202.75 - $226.52 $16.8K - $18.8K
6.16K $1.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
-81
- 1.11%
$237.72 - $276.98 $19.3K - $22.4K
7.2K $1.76M
PLTR
Palantir Technologies Inc.

Technology
-3.52K
- 13.56%
$64.98 - $124.62 $229K - $438K
22.4K $1.89M
CSX
Csx Corp

Industrials
-1.07K
- 8.21%
$29.11 - $33.67 $31.1K - $36K
12K $352K
AOS
Smith A O Corp

Industrials
-750
- 18.75%
$65.16 - $72.69 $48.9K - $54.5K
3.25K $212K
IWY
Ishares Tr Russell 200 Growth

ETFs
-65
- 3.54%
$210.19 - $243.33 $13.7K - $15.8K
1.77K $373K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-88
- 2.61%
$408.78 - $448.82 $36K - $39.5K
3.29K $1.38M
DHR
Danaher Corp

Healthcare
-42
- 2.47%
$201.62 - $250.59 $8.47K - $10.5K
1.66K $340K
ROBO
Robo Global Robotics And Autom

ETFs
-100
- 1.05%
$51.5 - $60.89 $5.15K - $6.09K
9.4K $484K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-48
- 0.6%
$58.81 - $68.2 $2.82K - $3.27K
7.92K $472K
AMP
Ameriprise Financial Inc

Financial Services
-43
- 8.96%
$472.29 - $575.13 $20.3K - $24.7K
437 $211K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.61K
- 5.13%
$27.01 - $28.54 $70.4K - $74.4K
48.2K $1.35M
IWP
Ishares Russell Mid Cap Growth

ETFs
-155
- 6.49%
$114.9 - $139.6 $17.8K - $21.6K
2.23K $262K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.07K
- 16.58%
$56.12 - $68.15 $116K - $141K
10.4K $705K
IAT
Ishares Tr

ETFs
-416
- 8.15%
$44.84 - $53.56 $18.7K - $22.3K
4.69K $218K
EEM
Ishares Msci Emerging Markets

ETFs
-1.57K
- 9.74%
$40.81 - $45.34 $63.9K - $71K
14.5K $633K
D
Dominion Energy, Inc

Utilities
-1.12K
- 9.83%
$52.85 - $57.43 $59.4K - $64.6K
10.3K $577K
CERS
Cerus Corp

Healthcare
-20K
- 33.33%
$1.39 - $2.15 $27.8K - $43K
40K $55K
DOCS
Doximity, Inc.

Healthcare
-1K
- 20.0%
$49.71 - $83.14 $49.7K - $83.1K
4K $232K
OKE
Oneok Inc

Energy
-100
- 0.67%
$89.57 - $109.85 $8.96K - $11K
14.8K $1.47M
CGEN
Compugen LTD

Healthcare
-10K
- 45.45%
$1.46 - $2.57 $14.6K - $25.7K
12K $17K
NSC
Norfolk Southern Corp

Industrials
-52
- 0.94%
$227.69 - $259.76 $11.8K - $13.5K
5.5K $1.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-253
- 1.58%
$85.55 - $94.34 $21.6K - $23.9K
15.7K $1.42M
Tidal ETF Tr
-286
- 6.43%
N/A
4.17K $0
Brookfield Corp
-1K
- 17.78%
N/A
4.63K $0
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-250
- 4.52%
$61.2 - $68.24 $15.3K - $17.1K
5.29K $348K
Investment Managers Ser Tr I
-487
- 6.6%
N/A
6.89K $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-150
- 6.27%
$107.24 - $116.37 $16.1K - $17.5K
2.24K $261K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-32
- 0.19%
$50.39 - $50.66 $1.61K - $1.62K
17K $858K
IXUS
Ishares Tr

ETFs
-299
- 4.67%
$65.06 - $72.31 $19.5K - $21.6K
6.11K $426K
KLAC
Kla Corp

Technology
-33
- 5.29%
$636.62 - $777.63 $21K - $25.7K
591 $401K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-30
- 0.23%
$76.94 - $78.28 $2.31K - $2.35K
13.3K $1.04M
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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