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
CL
Colgate Palmolive CO

Consumer Defensive
-78
- 0.84%
$85.68 - $97.5 $6.68K - $7.61K
9.25K $866K
NOC
Northrop Grumman Corp

Industrials
-106
- 6.04%
$433.45 - $513.82 $45.9K - $54.5K
1.65K $843K
PSX
Phillips 66

Energy
-83
- 2.52%
$113.93 - $131.55 $9.46K - $10.9K
3.22K $397K
BMY
Bristol Myers Squibb CO

Healthcare
-1.18K
- 4.84%
$53.9 - $63.11 $63.7K - $74.5K
23.2K $1.42M
MKC
Mccormick & CO Inc

Consumer Defensive
-138
- 1.63%
$71.24 - $84.73 $9.83K - $11.7K
8.32K $684K
SHEL
Shell PLC

Energy
-30
- 0.6%
$62.84 - $73.29 $1.89K - $2.2K
5K $366K
INTC
Intel Corp

Technology
-1.96K
- 5.41%
$19.1 - $27.39 $37.4K - $53.7K
34.3K $777K
ELV
Elevance Health, Inc.

Healthcare
-28
- 2.25%
$365.9 - $436.25 $10.2K - $12.2K
1.22K $528K
CB
Chubb LTD

Financial Services
-376
- 4.54%
$257.71 - $301.99 $96.9K - $114K
7.91K $2.39M
PM
Philip Morris International Inc.

Consumer Defensive
-1.13K
- 13.98%
$117.15 - $158.79 $132K - $179K
6.95K $1.1M
PG
Procter & Gamble CO

Consumer Defensive
-184
- 0.27%
$158.56 - $176.26 $29.2K - $32.4K
67K $11.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 0.51%
$279.74 - $321.29 $13.7K - $15.7K
9.51K $2.97M
CI
Cigna Corp

Healthcare
-10
- 0.25%
$274.49 - $329.0 $2.74K - $3.29K
4.04K $1.33M
IAC
Iac/Inter Active Corp

Communication Services
-14K
- 3.31%
$41.0 - $50.0 $575K - $702K
410K $18.8M
XOM
Exxon Mobil Corp

Energy
-1.48K
- 2.16%
$105.44 - $118.93 $156K - $176K
66.8K $7.94M
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