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
VXF
Vanguard Extended Market ETF

ETFs
293
+ 7.37%
$193.58 - $213.07 $56.7K - $62.4K
4.27K $894K
XLE
Energy Sector Spdr

ETFs
29
+ 0.11%
$84.25 - $91.99 $2.44K - $2.67K
27K $2.41M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
500
+ 12.58%
$89.32 - $107.82 $44.7K - $53.9K
4.48K $482K
MTB
M&T Bank Corp

Financial Services
592
+ 32.98%
$183.74 - $204.05 $109K - $121K
2.39K $471K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.36K
+ 34.43%
$30.67 - $32.13 $103K - $108K
13.1K $414K
UUUU
Energy Fuels Inc

Energy
1.2K
+ 11.86%
$5.59 - $17.26 $6.71K - $20.7K
11.3K $173K
MUB
Ishares National Muni Bond ETF

ETFs
238
+ 0.56%
$103.24 - $106.68 $24.6K - $25.4K
42.8K $4.56M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
55
+ 0.49%
$109.47 - $119.06 $6.02K - $6.55K
11.3K $1.33M
CERS
Cerus Corp

Healthcare
60K
+ 150.0%
$1.16 - $1.6 $69.6K - $96K
100K $159K
DGRO
Ishares Core Dividend Growth E

ETFs
116
+ 0.53%
$64.12 - $68.08 $7.44K - $7.9K
22K $1.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
28
+ 0.31%
$164.63 - $174.58 $4.61K - $4.89K
8.92K $1.56M
TFC
Truist Financial Corp

Financial Services
1.68K
+ 33.89%
$42.83 - $47.07 $71.9K - $79K
6.63K $303K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
302
+ 10.41%
$148.97 - $165.88 $45K - $50.1K
3.2K $527K
COIN
Coinbase Global, Inc.

Technology
728
+ 6.05%
$297.99 - $419.78 $217K - $306K
12.8K $4.31M
HON
Honeywell International Inc

Industrials
1.12K
+ 17.27%
$207.7 - $240.4 $233K - $270K
7.63K $1.61M
PG
Procter & Gamble CO

Consumer Defensive
3.03K
+ 4.44%
$150.47 - $161.22 $456K - $489K
71.2K $10.9M
CTVA
Corteva, Inc.

Basic Materials
1.45K
+ 47.53%
$67.08 - $77.12 $97.5K - $112K
4.51K $305K
T
At&T Inc.

Communication Services
4.11K
+ 7.53%
$26.94 - $29.62 $111K - $122K
58.6K $1.66M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.13%
$282.75 - $294.19 $2.83K - $2.94K
7.58K $2.23M
TRV
Travelers Companies, Inc.

Financial Services
47
+ 0.93%
$250.62 - $279.43 $11.8K - $13.1K
5.11K $1.43M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.13%
$51.78 - $57.89 $828 - $926
12.6K $727K
IXUS
Ishares Tr

ETFs
108
+ 0.97%
$76.35 - $82.58 $8.25K - $8.92K
11.2K $928K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
89
+ 0.29%
$23.82 - $25.84 $2.12K - $2.3K
30.8K $790K
CSCO
Cisco Systems, Inc.

Technology
1.32K
+ 3.8%
$66.2 - $71.79 $87.6K - $95K
36.2K $2.47M
DIS
Walt Disney CO

Communication Services
3.16K
+ 9.84%
$112.25 - $124.0 $355K - $392K
35.3K $4.04M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
10K
New
$4.97 - $5.68 $49.7K - $56.8K
10K $53K
EVR
Evercore Inc.

Financial Services
2
+ 0.26%
$276.5 - $362.79 $553 - $726
760 $256K
D
Dominion Energy, Inc

Utilities
62
+ 0.6%
$56.32 - $62.1 $3.49K - $3.85K
10.4K $638K
HSY
Hershey CO

Consumer Defensive
5
+ 0.21%
$161.95 - $193.45 $810 - $967
2.42K $452K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.14%
$359.61 - $401.35 $719 - $803
1.46K $577K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
329
+ 14.41%
$105.03 - $112.54 $34.6K - $37K
2.61K $288K
IAU
Ishares Gold Trust

ETFs
9
+ 0.2%
$61.62 - $72.77 $555 - $655
4.52K $329K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.11%
$243.93 - $275.62 $488 - $551
1.78K $485K
GRMN
Garmin LTD

Technology
3
+ 0.25%
$211.13 - $246.22 $633 - $739
1.2K $296K
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.22%
$224.2 - $245.55 $1.12K - $1.23K
2.33K $568K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
547
+ 10.78%
$82.38 - $83.0 $45.1K - $45.4K
5.62K $466K
VNQ
Vanguard Specialized Funds Van

ETFs
83
+ 0.52%
$88.47 - $93.24 $7.34K - $7.74K
16K $1.47M
DFSV
Dimensional ETF Tr Dimensional

ETFs
72
+ 0.42%
$29.2 - $32.74 $2.1K - $2.36K
17.1K $545K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
524
+ 10.03%
$86.07 - $90.74 $45.1K - $47.5K
5.75K $514K
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 9.7%
$65.67 - $71.67 $137K - $150K
23.6K $1.57M
MA
Mastercard Inc

Financial Services
50
+ 2.57%
$550.18 - $598.96 $27.5K - $29.9K
2K $1.14M
EPD
Enterprise Products Partners L.P.

Energy
500
+ 0.51%
$30.74 - $32.14 $15.4K - $16.1K
97.7K $3.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
375
+ 9.78%
$97.75 - $100.75 $36.7K - $37.8K
4.21K $421K
IWC
Russell Micro Cap ETF

ETFs
3
+ 0.17%
$127.86 - $151.39 $384 - $454
1.82K $271K
CL
Colgate Palmolive CO

Consumer Defensive
1.69K
+ 19.36%
$79.36 - $93.33 $134K - $158K
10.4K $834K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
99
+ 0.23%
$26.38 - $27.95 $2.61K - $2.77K
42.5K $1.16M
FDX
Fedex Corp

Industrials
44
+ 1.71%
$217.1 - $243.2 $9.55K - $10.7K
2.62K $617K
AMP
Ameriprise Financial Inc

Financial Services
100
+ 22.88%
$486.13 - $544.55 $48.6K - $54.5K
537 $263K
CARR
Carrier Global Corp

Industrials
1.22K
+ 37.7%
$58.75 - $80.73 $71.9K - $98.7K
4.47K $266K
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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