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
MET
Metlife Inc

Financial Services
101
+ 0.97%
$73.82 - $82.37 $7.46K - $8.32K
10.5K $868K
MERC
Mercer International Inc.

Basic Materials
10K
New
$2.65 - $4.36 $26.5K - $43.6K
10K $28K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.02%
$63.41 - $69.69 $63.4 - $69.7
5.56K $380K
YUM
Yum Brands Inc

Consumer Cyclical
51
+ 1.0%
$139.5 - $153.94 $7.11K - $7.85K
5.14K $780K
BNY
Blackrock New York Municipal Income Trust

Financial Services
568
+ 1.26%
$9.35 - $10.19 $5.31K - $5.79K
45.5K $460K
AGNC
Agnc Investment Corp.

Real Estate
931
+ 3.37%
$9.2 - $10.37 $8.57K - $9.65K
28.6K $279K
SGU
Star Group, L.P.

Energy
35
+ 0.02%
$11.4 - $11.95 $399 - $418
192K $2.27M
DFAU
Dimensional ETF Tr

ETFs
18
+ 0.27%
$42.42 - $45.96 $764 - $827
6.76K $309K
VTRS
Viatris Inc

Healthcare
989
+ 7.08%
$8.74 - $10.69 $8.64K - $10.6K
15K $148K
XLU
Utilities Sector Spdr

ETFs
17
+ 0.51%
$81.14 - $87.32 $1.38K - $1.48K
3.32K $289K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
553
+ 1.65%
$9.17 - $9.93 $5.07K - $5.49K
34K $337K
DVYE
Ishares Emerging Markets Divid

ETFs
222
+ 1.84%
$28.5 - $30.64 $6.33K - $6.8K
12.3K $364K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
92
+ 11.11%
$259.44 - $278.65 $23.9K - $25.6K
920 $238K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.04%
$132.83 - $140.61 $133 - $141
2.34K $327K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.21%
$239.12 - $259.95 $717 - $780
1.4K $363K
USB
Us Bancorp \De\

Financial Services
7
+ 0.13%
$43.94 - $50.41 $308 - $353
5.58K $269K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
96
+ 2.21%
$57.15 - $62.12 $5.49K - $5.96K
4.45K $276K
PML
Pimco Municipal Income Fund Ii

Financial Services
300
+ 0.99%
$7.11 - $7.91 $2.13K - $2.37K
30.7K $242K
SPOT
Spotify Technology S.A.

Communication Services
177
+ 11.41%
$620.01 - $738.53 $110K - $131K
1.73K $1.21M
KIM
Kimco Realty Corp

Real Estate
166
+ 1.14%
$20.74 - $22.79 $3.44K - $3.78K
14.8K $322K
IEMG
Ishares Inc

ETFs
258
+ 5.42%
N/A
5.01K $268K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
31
+ 0.74%
$101.12 - $106.18 $3.13K - $3.29K
4.21K $433K
SO
Southern CO

Utilities
15
+ 0.49%
$90.83 - $96.0 $1.36K - $1.44K
3.06K $289K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$137.51 - $145.26 $138 - $145
2.76K $392K
TXN
Texas Instruments Inc

Technology
41
+ 0.92%
N/A
4.49K $873K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
62
+ 0.44%
$26.51 - $27.85 $1.64K - $1.73K
14.3K $394K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
61
+ 1.04%
$91.44 - $91.77 $5.58K - $5.6K
5.94K $545K
BNDX
Vanguard Total International B

ETFs
151
+ 0.65%
$49.0 - $49.51 $7.4K - $7.48K
23.2K $1.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7
+ 0.1%
$72.57 - $74.72 $508 - $523
7.28K $541K
KMB
Kimberly Clark Corp

Consumer Defensive
242
+ 3.93%
$121.72 - $136.77 $29.5K - $33.1K
6.41K $796K
Ishares Bitcoin Trust ETF
1.15K
+ 5.96%
N/A
20.4K $0
Investment Managers Ser Tr I
731
+ 10.6%
N/A
7.63K $0
Ishares Ethereum Tr
2.95K
+ 14.55%
N/A
23.2K $0
Vanguard Instl Index Fd
1.99K
+ 74.4%
N/A
4.67K $0
Amplify ETF Tr
404
+ 13.31%
N/A
3.44K $0
2023 ETF Series Trust Ii
12
+ 0.15%
N/A
7.76K $0
Vanguard Mun Bd Fds
28.8K
+ 13.96%
N/A
235K $0
Saba Capital Income & Opport
11.5K
New
N/A
11.5K $0
Ge Vernova Inc
53
+ 2.68%
N/A
2.03K $0
Grayscale Ethereum Mini Tr E
8.66K
New
N/A
8.66K $0
Ge Healthcare Technologies I
67
+ 1.88%
N/A
3.63K $0
Hamilton Insurance Group LTD
1.26K
+ 10.12%
N/A
13.7K $0
Elevation Series Trust
1.01K
+ 16.67%
N/A
7.07K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
7
+ 0.08%
N/A
8.98K $364K
Gsk PLC
5.21K
New
N/A
5.21K $0
Vanguard Calif Tax Free Fds
2.65K
+ 99.18%
N/A
5.33K $0
Invesco Actively Managed Exc
1.99K
+ 25.72%
N/A
9.7K $0
Invesco Actively Managed Exc
1.08K
+ 16.4%
N/A
7.69K $0
Brookfield Corp
208
+ 4.5%
N/A
4.83K $0
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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