Joel Isaacson & Co., LLC Reduced Holdings in Q2 2025

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Ethereum Tr
-216
- 1.05%
N/A
20.3K $0
Ishares Bitcoin Trust ETF
-43.3K
- 69.2%
N/A
19.3K $0
TRV
Travelers Companies, Inc.

Financial Services
-45
- 0.88%
$233.83 - $276.34 $10.5K - $12.4K
5.06K $1.35M
IWS
Ishares Russell Midcap Value E

ETFs
-75
- 3.1%
$110.58 - $132.14 $8.29K - $9.91K
2.34K $309K
BNDX
Vanguard Total International B

ETFs
-130
- 0.56%
$48.77 - $49.55 $6.34K - $6.44K
23.1K $1.14M
QCOM
Qualcomm Inc

Technology
-172
- 2.57%
$124.66 - $159.48 $21.4K - $27.4K
6.52K $1.04M
UL
Unilever PLC

Consumer Defensive
-189
- 1.31%
$57.9 - $65.43 $10.9K - $12.4K
14.2K $868K
GAM
General American Investors CO Inc

Financial Services
-1.04K
- 8.37%
$45.31 - $56.04 $46.9K - $58K
11.3K $635K
CSX
Csx Corp

Industrials
-728
- 6.08%
$26.69 - $32.91 $19.4K - $24K
11.2K $366K
CARR
Carrier Global Corp

Industrials
-202
- 5.86%
$55.55 - $75.83 $11.2K - $15.3K
3.24K $237K
HWM
Howmet Aerospace Inc.

Industrials
-400
- 20.86%
$112.33 - $186.13 $44.9K - $74.5K
1.52K $282K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-46
- 2.72%
$224.16 - $285.86 $10.3K - $13.1K
1.65K $470K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-55
- 0.83%
$108.87 - $133.04 $5.99K - $7.32K
6.55K $870K
EEM
Ishares Msci Emerging Markets

ETFs
-331
- 2.28%
$38.52 - $48.28 $12.8K - $16K
14.2K $683K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-210
- 1.99%
$57.41 - $74.81 $12.1K - $15.7K
10.3K $766K
NSC
Norfolk Southern Corp

Industrials
-90
- 1.64%
$206.34 - $257.46 $18.6K - $23.2K
5.41K $1.38M
AMD
Advanced Micro Devices Inc

Technology
-200
- 7.02%
$78.21 - $143.81 $15.6K - $28.8K
2.65K $376K
PANW
Palo Alto Networks Inc

Technology
-48
- 1.61%
$152.44 - $204.64 $7.32K - $9.82K
2.94K $601K
AMAT
Applied Materials Inc

Technology
-160
- 4.63%
$126.95 - $183.52 $20.3K - $29.4K
3.3K $603K
UBER
Uber Technologies, Inc

Technology
-362
- 4.45%
$64.62 - $93.3 $23.4K - $33.8K
7.77K $725K
RTX
Raytheon Technologies Corp

Industrials
-49
- 0.47%
$113.75 - $148.48 $5.57K - $7.28K
10.3K $1.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.09K
- 1.83%
$51.16 - $62.02 $55.9K - $67.8K
58.7K $3.64M
DUOL
Duolingo, Inc.

Technology
-175
- 7.55%
$292.88 - $540.68 $51.3K - $94.6K
2.14K $879K
XLC
Select Sector Spdr Tr Communic

ETFs
-173
- 0.7%
$86.13 - $108.53 $14.9K - $18.8K
24.5K $2.65M
LC
Lending Club Corp

Financial Services
-1K
- 0.47%
$8.56 - $12.03 $8.56K - $12K
212K $2.55M
WFC
Wells Fargo & Company

Financial Services
-214
- 0.46%
$60.98 - $80.12 $13K - $17.1K
46.6K $3.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
-48
- 0.21%
$82.96 - $110.1 $3.98K - $5.28K
23.2K $2.56M
BAC
Bank Of America Corp

Financial Services
-239
- 0.27%
$34.39 - $47.46 $8.22K - $11.3K
88.8K $4.2M
AVGO
Broadcom Inc.

Technology
-515
- 4.31%
$146.29 - $275.65 $75.3K - $142K
11.4K $3.15M
MS
Morgan Stanley

Financial Services
-115
- 0.24%
$99.83 - $140.86 $11.5K - $16.2K
48.4K $6.82M
VB
Vanguard Small Cap ETF

ETFs
-3.23K
- 1.7%
$193.73 - $237.37 $626K - $767K
187K $44.3M
XLK
Technology Sector Spdr

ETFs
-1.19K
- 1.21%
$179.73 - $253.23 $214K - $302K
97K $24.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.68K
- 2.29%
$496.48 - $617.85 $1.33M - $1.65M
114K $70.5M
META
Meta Platforms, Inc.

Communication Services
-232
- 0.5%
$484.66 - $738.09 $112K - $171K
46.5K $34.3M
GOOG
Alphabet Inc.

Communication Services
-2.23K
- 0.45%
$146.58 - $180.01 $327K - $401K
494K $87.6M
GOOGL
Alphabet Inc.

Communication Services
-1.26K
- 0.26%
$144.7 - $178.6 $182K - $225K
478K $84.2M
Activity Summary
Buys All Purchases 225 New Holdings 40 Increased Positions 185 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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