Joel Isaacson & Co., LLC Purchases in Q3 2025

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
77
+ 0.29%
$135.0 - $146.02 $10.4K - $11.2K
27K $3.94M
XLC
Select Sector Spdr Tr Communic

ETFs
430
+ 1.76%
$105.99 - $119.41 $45.6K - $51.3K
24.9K $2.95M
GTLS
Chart Industries Inc

Industrials
1.33K
New
$162.6 - $200.28 $216K - $266K
1.33K $266K
PEG
Public Service Enterprise Group Inc

Utilities
3.17K
New
$79.99 - $90.14 $253K - $285K
3.17K $264K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.73K
+ 6.67%
$87.29 - $93.61 $151K - $161K
27.6K $2.58M
C
Citigroup Inc

Financial Services
1.6K
+ 26.85%
$85.57 - $103.49 $137K - $165K
7.54K $765K
LDOS
Leidos Holdings, Inc.

Technology
1.37K
New
$159.2 - $188.96 $218K - $259K
1.37K $259K
NXPI
Nxp Semiconductors N.V.

Technology
1.13K
New
$205.16 - $239.07 $231K - $270K
1.13K $256K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.43K
New
$45.72 - $47.27 $248K - $257K
5.43K $255K
SLV
I Shares Silver Trust

ETFs
6.03K
New
$32.73 - $42.5 $197K - $256K
6.03K $255K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.93K
+ 77.22%
$81.75 - $84.54 $239K - $248K
6.72K $565K
VV
Vanguard Large Cap ETF

ETFs
306
+ 4.49%
$285.05 - $309.14 $87.2K - $94.6K
7.12K $2.19M
BMY
Bristol Myers Squibb CO

Healthcare
6.14K
+ 23.98%
$43.31 - $48.98 $266K - $301K
31.7K $1.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.01%
$108.97 - $121.65 $327 - $365
23.2K $2.81M
URI
United Rentals, Inc.

Industrials
259
New
$774.14 - $975.23 $201K - $253K
259 $247K
IWD
Ishares Russell 1000 Val ETF

ETFs
568
+ 4.19%
$192.76 - $203.86 $109K - $116K
14.1K $2.87M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.4K
New
$63.92 - $70.83 $217K - $241K
3.4K $239K
CVS
Cvs Health Corp

Healthcare
3.12K
New
$58.75 - $76.5 $183K - $239K
3.12K $235K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
51
+ 1.23%
$224.68 - $282.71 $11.5K - $14.4K
4.19K $1.17M
BIIB
Biogen Inc.

Healthcare
1.66K
New
$122.68 - $148.84 $204K - $248K
1.66K $233K
DVY
Ishares Tr

ETFs
6
+ 0.03%
$133.88 - $142.57 $803 - $855
23.5K $3.34M
RGR
Sturm Ruger & CO Inc

Industrials
5.31K
New
N/A
5.31K $219K
ASML
Asml Holding Nv

Technology
225
New
$689.63 - $968.09 $155K - $218K
225 $217K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
679
New
$256.21 - $323.54 $174K - $220K
679 $216K
CLX
Clorox CO

Consumer Defensive
1.73K
New
$117.67 - $131.43 $203K - $227K
1.73K $212K
PBE
Invesco Exchange Traded Fd Tr

ETFs
3.03K
New
$64.0 - $71.44 $194K - $216K
3.03K $211K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.14K
New
$90.62 - $107.71 $194K - $230K
2.14K $210K
CGNX
Cognex Corp

Technology
4.6K
New
$31.85 - $46.54 $147K - $214K
4.6K $208K
BILL
Bill.Com Holdings, Inc.

Technology
3.94K
New
$39.02 - $54.53 $154K - $215K
3.94K $208K
SU
Suncor Energy Inc

Energy
4.92K
New
$37.83 - $43.02 $186K - $212K
4.92K $205K
OMC
Omnicom Group Inc.

Communication Services
2.49K
New
$70.41 - $81.53 $175K - $203K
2.49K $202K
SHEL
Shell PLC

Energy
2.72K
+ 54.49%
$69.82 - $73.93 $190K - $201K
7.72K $552K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.79K
New
$46.69 - $59.27 $177K - $225K
3.79K $201K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.76K
New
$28.15 - $30.13 $190K - $204K
6.76K $200K
UHT
Universal Health Realty Income Trust

Real Estate
5.13K
New
$38.01 - $42.04 $195K - $215K
5.13K $200K
CSX
Csx Corp

Industrials
4.64K
+ 41.3%
$32.05 - $36.52 $149K - $169K
15.9K $563K
IEFA
Ishares Tr

ETFs
1.75K
+ 15.35%
$81.7 - $87.53 $143K - $153K
13.1K $1.15M
TTWO
Take Two Interactive Software Inc

Communication Services
640
+ 39.24%
$217.37 - $259.96 $139K - $166K
2.27K $586K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.08%
$339.37 - $366.46 $2.04K - $2.2K
7.16K $2.62M
AMAT
Applied Materials Inc

Technology
536
+ 16.25%
$156.25 - $204.95 $83.8K - $110K
3.84K $785K
SCHW
Schwab Charles Corp

Financial Services
1.51K
+ 20.18%
$91.03 - $98.69 $137K - $149K
8.97K $856K
PFE
Pfizer Inc

Healthcare
3.09K
+ 4.03%
$23.29 - $25.88 $71.9K - $79.9K
79.8K $2.03M
QCOM
Qualcomm Inc

Technology
694
+ 10.64%
$145.84 - $173.55 $101K - $120K
7.22K $1.2M
V
Visa Inc.

Financial Services
795
+ 9.01%
$332.09 - $358.86 $264K - $285K
9.62K $3.28M
VPU
Vanguard Utilities ETF

ETFs
14
+ 0.12%
$175.25 - $189.41 $2.45K - $2.65K
11.4K $2.16M
PEP
Pepsico Inc

Consumer Defensive
51
+ 0.31%
$133.81 - $152.16 $6.82K - $7.76K
16.6K $2.33M
PAVE
Global X Fds Us Infrastructure

ETFs
82
+ 0.25%
$44.02 - $47.63 $3.61K - $3.91K
33.2K $1.58M
IBKR
Interactive Brokers Group, Inc.

Financial Services
12
+ 0.12%
$56.32 - $68.81 $676 - $826
9.95K $684K
UL
Unilever PLC

Consumer Defensive
2.7K
+ 19.02%
$58.43 - $65.01 $158K - $176K
16.9K $1M
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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