Joel Isaacson & Co., LLC Reduced Holdings in Q3 2025

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAC
Iac/Inter Active Corp

Communication Services
-90.1K
- 25.36%
$34.01 - $41.67 $3.06M - $3.75M
265K $9.03M
CMCSA
Comcast Corp

Communication Services
-1.25K
- 0.67%
$31.41 - $36.33 $39.3K - $45.4K
186K $5.83M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-29.1K
- 4.42%
$23.6 - $24.47 $688K - $713K
630K $15.4M
MTCH
Match Group, Inc.

Communication Services
-29.3K
- 23.16%
$31.83 - $38.77 $931K - $1.13M
97K $3.43M
LSPD
Lightspeed Commerce Inc.

Technology
-37.7K
- 35.25%
$11.48 - $13.83 $433K - $522K
69.3K $800K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-900
- 33.8%
$435.72 - $463.74 $392K - $417K
1.76K $817K
ARCC
Ares Capital Corp

Financial Services
-19
- 0.01%
$20.41 - $23.25 $388 - $442
175K $3.56M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.4K
- 22.0%
$194.44 - $206.51 $273K - $290K
4.97K $1.03M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.5K
- 14.54%
$65.64 - $78.22 $98.5K - $117K
8.82K $591K
VMEO
Vimeo, Inc.

Technology
-64.1K
- 73.23%
$3.65 - $7.75 $234K - $497K
23.4K $181K
ED
Consolidated Edison Inc

Utilities
-1.64K
- 6.88%
$95.57 - $105.36 $156K - $172K
22.1K $2.22M
ADSK
Autodesk, Inc.

Technology
-600
- 13.93%
N/A
3.71K $911K
TGT
Target Corp

Consumer Defensive
-993
- 29.54%
$86.56 - $107.43 $86K - $107K
2.37K $212K
FNDX
Schwab Fundamental U S Large C

ETFs
-5.94K
- 25.48%
$24.38 - $26.34 $145K - $156K
17.4K $456K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.98K
- 13.86%
$50.47 - $50.74 $99.9K - $100K
12.3K $624K
EL
Estee Lauder Companies Inc

Consumer Defensive
-3.25K
- 11.27%
$83.65 - $95.26 $272K - $310K
25.6K $2.25M
URTH
Ishares Msci World ETF

ETFs
-703
- 14.67%
$168.96 - $181.71 $119K - $128K
4.09K $742K
SRLN
Ssga Active Trust

ETFs
-1.27K
- 3.35%
$41.28 - $41.65 $52.6K - $53.1K
36.8K $1.53M
PGR
Progressive Corp

Financial Services
-106
- 9.17%
$238.61 - $264.3 $25.3K - $28K
1.05K $259K
EMR
Emerson Electric CO

Industrials
-254
- 3.98%
$128.6 - $149.63 $32.7K - $38K
6.13K $803K
SYK
Stryker Corp

Healthcare
-23
- 1.79%
$368.57 - $403.53 $8.48K - $9.28K
1.26K $465K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.15K
- 17.83%
$21.69 - $23.34 $46.6K - $50.2K
9.91K $230K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-609
- 10.15%
$75.26 - $80.19 $45.8K - $48.8K
5.39K $430K
ADBE
Adobe Inc.

Technology
-18
- 2.77%
$333.65 - $392.1 $6.01K - $7.06K
632 $222K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-220
- 11.55%
$182.33 - $194.5 $40.1K - $42.8K
1.68K $327K
ITW
Illinois Tool Works Inc

Industrials
-225
- 7.0%
$252.31 - $269.41 $56.8K - $60.6K
2.99K $779K
DUK
Duke Energy Corp

Utilities
-262
- 5.24%
$116.31 - $125.93 $30.5K - $33K
4.74K $586K
CPNG
Coupang, Inc.

Consumer Cyclical
-736
- 7.39%
$27.67 - $33.53 $20.4K - $24.7K
9.23K $297K
Angi Inc
-26
- 0.01%
N/A
183K $0
Arista Networks Inc
-200
- 8.17%
N/A
2.25K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2K
- 6.98%
$24.46 - $26.5 $49K - $53.1K
26.7K $702K
CEG
Constellation Energy Corp

Utilities
-22
- 1.26%
$298.82 - $354.89 $6.57K - $7.81K
1.73K $568K
IWV
Ishares Russell 3000 ETF

ETFs
-128
- 6.76%
$351.04 - $379.81 $44.9K - $48.6K
1.77K $668K
FDN
First Tr Fd Dow Jones

ETFs
-27
- 2.41%
$264.06 - $287.34 $7.13K - $7.76K
1.1K $306K
ADI
Analog Devices Inc

Technology
-23
- 1.12%
$220.68 - $255.63 $5.08K - $5.88K
2.03K $499K
SUB
Ishares Short Term National Mu

ETFs
-72
- 0.18%
$106.17 - $107.3 $7.64K - $7.73K
39.3K $4.2M
F
Ford Motor CO

Consumer Cyclical
-390
- 2.92%
$10.82 - $12.09 $4.22K - $4.72K
13K $155K
VZ
Verizon Communications Inc

Communication Services
-404
- 0.81%
$40.84 - $45.06 $16.5K - $18.2K
49.2K $2.16M
IWR
Ishares Russell Mid Cap ETF

ETFs
-98
- 1.7%
$92.26 - $97.51 $9.04K - $9.56K
5.67K $547K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-14
- 0.18%
$28.92 - $32.19 $405 - $451
7.56K $241K
IOO
Ishares Tr Global 100 ETF

ETFs
-50
- 2.2%
$107.55 - $120.01 $5.38K - $6K
2.22K $266K
UNP
Union Pacific Corp

Industrials
-217
- 1.86%
$214.91 - $237.16 $46.6K - $51.5K
11.4K $2.7M
GHC
Graham Holdings CO

Consumer Defensive
-39
- 13.0%
$882.65 - $1184.8 $34.4K - $46.2K
261 $307K
IWN
Ishares Russell2000 Val ETF

ETFs
-19
- 1.27%
$157.1 - $178.94 $2.98K - $3.4K
1.48K $260K
AMD
Advanced Micro Devices Inc

Technology
-166
- 6.26%
$134.8 - $184.42 $22.4K - $30.6K
2.49K $402K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-735
- 3.68%
$108.46 - $120.63 $79.7K - $88.7K
19.3K $2.29M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-26
- 0.47%
$567.09 - $607.37 $14.7K - $15.8K
5.45K $3.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-155
- 0.26%
$62.09 - $66.51 $9.62K - $10.3K
58.5K $3.82M
VTV
Vanguard Value ETF

ETFs
-313
- 1.19%
$175.51 - $186.57 $54.9K - $58.4K
26.1K $4.86M
Activity Summary
Buys All Purchases 265 New Holdings 37 Increased Positions 228 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 1 Puts 0
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