Joel Isaacson & Co., LLC Sells in Q2 2025

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAC
Iac/Inter Active Corp

Communication Services
-55.1K
- 13.42%
$32.68 - $40.02 $1.8M - $2.2M
355K $13.3M
UNH
Unitedhealth Group Inc

Healthcare
-737
- 11.27%
$274.35 - $599.47 $202K - $442K
5.8K $1.81M
WMG
Warner Music Group Corp.

Communication Services
-6.4K
- 2.33%
$25.91 - $31.32 $166K - $200K
269K $7.32M
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
-150K
- 21.83%
$2.38 - $2.97 $357K - $446K
537K $1.48M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-225
- 6.82%
$483.07 - $625.6 $109K - $141K
3.07K $1.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.27K
- 21.7%
$51.14 - $57.0 $372K - $414K
26.2K $1.49M
VMEO
Vimeo, Inc.

Technology
-59.4K
- 40.43%
$3.89 - $5.27 $231K - $313K
87.5K $353K
CVX
Chevron Corp

Energy
-238
- 1.5%
$133.73 - $168.51 $31.8K - $40.1K
15.6K $2.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-345
- 12.04%
$390.26 - $489.06 $135K - $169K
2.52K $1.02M
MRK
Merck & Co., Inc.

Healthcare
-784
- 2.66%
$73.47 - $87.12 $57.6K - $68.3K
28.7K $2.27M
PFE
Pfizer Inc

Healthcare
-6.29K
- 7.57%
$21.59 - $24.84 $136K - $156K
76.7K $1.86M
BDX
Becton Dickinson & CO

Healthcare
-48
- 1.16%
$165.15 - $226.42 $7.93K - $10.9K
4.08K $703K
CMCSA
Comcast Corp

Communication Services
-252
- 0.13%
$32.84 - $36.72 $8.28K - $9.25K
187K $6.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.88K
- 12.19%
$24.32 - $27.87 $143K - $164K
42.4K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-88
- 0.93%
$285.55 - $321.23 $25.1K - $28.3K
9.43K $2.75M
BHF
Brighthouse Financial, Inc.

Financial Services
-2.9K
- 21.67%
$47.29 - $61.15 $137K - $177K
10.5K $563K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-623
- 18.96%
$376.48 - $440.65 $235K - $275K
2.66K $1.17M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.88K
- 22.54%
$71.11 - $82.25 $133K - $154K
6.44K $488K
TY
Tri Continental Corp

Financial Services
-6.62K
- 35.79%
$27.37 - $31.84 $181K - $211K
11.9K $375K
IWM
Ishares Russell 2000 ETF

ETFs
-1.93K
- 12.31%
$174.82 - $215.79 $338K - $417K
13.8K $2.97M
ADBE
Adobe Inc.

Technology
-362
- 35.77%
$340.0 - $420.68 $123K - $152K
650 $251K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.67K
- 15.77%
$50.36 - $50.68 $135K - $136K
14.3K $723K
UNP
Union Pacific Corp

Industrials
-227
- 1.91%
$208.27 - $238.46 $47.3K - $54.1K
11.6K $2.68M
NVS
Novartis Ag

Healthcare
-1.6K
- 22.09%
$101.96 - $121.01 $164K - $194K
5.66K $684K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.36K
- 29.83%
$52.31 - $63.72 $124K - $150K
5.55K $353K
CB
Chubb LTD

Financial Services
-61
- 0.77%
$274.32 - $302.46 $16.7K - $18.5K
7.84K $2.27M
FDX
Fedex Corp

Industrials
-247
- 8.76%
$198.07 - $245.17 $48.9K - $60.6K
2.57K $584K
LNG
Cheniere Energy, Inc.

Energy
-400
- 26.25%
$197.25 - $244.33 $78.9K - $97.7K
1.12K $273K
CL
Colgate Palmolive CO

Consumer Defensive
-500
- 5.41%
$87.57 - $96.0 $43.8K - $48K
8.75K $795K
MTCH
Match Group, Inc.

Communication Services
-350
- 0.28%
$27.03 - $31.93 $9.46K - $11.2K
126K $3.9M
CET
Central Securities Corp

Financial Services
-1.86K
- 12.34%
$40.74 - $47.86 $75.8K - $89K
13.2K $632K
CNQ
Canadian Natural Resources LTD

Energy
-1.59K
- 5.19%
$25.14 - $34.01 $40K - $54.1K
29.1K $912K
USB
Us Bancorp \De\

Financial Services
-1.13K
- 16.81%
$36.4 - $45.76 $41K - $51.5K
5.57K $252K
TGT
Target Corp

Consumer Defensive
-56
- 1.64%
$88.76 - $105.77 $4.97K - $5.92K
3.36K $331K
LOW
Lowes Companies Inc

Consumer Cyclical
-41
- 3.91%
$210.83 - $235.28 $8.64K - $9.65K
1.01K $223K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-24.4K
- 3.56%
$20.31 - $24.1 $495K - $587K
659K $15.9M
SYK
Stryker Corp

Healthcare
-129
- 9.14%
$337.37 - $395.63 $43.5K - $51K
1.28K $507K
CI
Cigna Corp

Healthcare
-68
- 1.68%
$301.89 - $340.04 $20.5K - $23.1K
3.97K $1.31M
PFF
Ishares Trust Ishares Pfd And

ETFs
-411
- 4.05%
$29.0 - $30.68 $11.9K - $12.6K
9.74K $298K
AMT
American Tower Corp

Real Estate
-155
- 2.41%
$203.96 - $228.19 $31.6K - $35.4K
6.28K $1.39M
CCI
Crown Castle International Corp

Real Estate
-82
- 4.02%
$94.83 - $107.06 $7.78K - $8.78K
1.96K $201K
STEW
Boulder Growth & Income Fund

Financial Services
-1.22K
- 4.68%
$15.52 - $17.85 $18.9K - $21.8K
24.9K $439K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-71
- 1.82%
$96.84 - $99.46 $6.88K - $7.06K
3.83K $380K
TXN
Texas Instruments Inc

Technology
-18
- 0.4%
N/A
4.45K $865K
TFC
Truist Financial Corp

Financial Services
-228
- 4.4%
$34.79 - $42.99 $7.93K - $9.8K
4.95K $212K
Blackrock Inc
-70
- 4.46%
N/A
1.5K $0
2023 ETF Series Trust Ii
-2.57K
- 24.88%
N/A
7.74K $0
Ge Healthcare Technologies I
-457
- 11.36%
N/A
3.57K $0
Core Scientific Inc New
-24K
- 41.42%
N/A
34K $0
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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