Joel Isaacson & Co., LLC Incresed Positions in Q3 2025

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
1.3K
+ 46.83%
$390.92 - $477.15 $508K - $620K
4.08K $1.94M
WM
Waste Management Inc

Industrials
4K
+ 134.68%
$213.88 - $237.1 $856K - $948K
6.97K $1.54M
VBR
Vanguard Small Cap Value ETF

ETFs
864
+ 1.75%
$195.41 - $212.37 $169K - $183K
50.3K $10.5M
WMT
Walmart Inc.

Consumer Defensive
6.5K
+ 20.06%
$94.4 - $104.27 $614K - $678K
38.9K $4.01M
AXP
American Express CO

Financial Services
2.05K
+ 17.46%
$294.27 - $342.31 $602K - $701K
13.8K $4.58M
VGT
Vanguard Information Technolog

ETFs
7
+ 0.07%
$656.44 - $753.15 $4.6K - $5.27K
9.71K $7.25M
IVV
Ishares Core S&P 500 ETF

ETFs
102
+ 0.72%
$620.67 - $670.08 $63.3K - $68.3K
14.2K $9.5M
INTC
Intel Corp

Technology
9.87K
+ 28.07%
$19.31 - $35.5 $191K - $350K
45K $1.51M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.25K
+ 30.28%
$181.56 - $190.33 $589K - $618K
14K $2.65M
UBER
Uber Technologies, Inc

Technology
6.34K
+ 81.5%
$86.91 - $99.57 $551K - $631K
14.1K $1.38M
TSLA
Tesla, Inc.

Consumer Cyclical
43
+ 0.88%
$293.94 - $444.72 $12.6K - $19.1K
4.91K $2.18M
MAIN
Main Street Capital Corp

Financial Services
151
+ 0.12%
$59.28 - $67.54 $8.95K - $10.2K
129K $8.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.1K
+ 48.71%
$78.11 - $79.07 $555K - $561K
21.7K $1.71M
AMGN
Amgen Inc

Healthcare
1.8K
+ 29.04%
$271.18 - $309.22 $488K - $557K
8K $2.26M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
20K
+ 28.91%
N/A
89.2K $2.27M
ROST
Ross Stores, Inc.

Consumer Cyclical
1K
+ 7.17%
$127.59 - $152.81 $128K - $153K
14.9K $2.28M
MO
Altria Group, Inc.

Consumer Defensive
5.18K
+ 28.03%
$57.75 - $67.68 $299K - $351K
23.7K $1.56M
JEF
Jefferies Financial Group Inc.

Financial Services
4.81K
+ 32.01%
$54.67 - $70.36 $263K - $338K
19.8K $1.3M
BAC
Bank Of America Corp

Financial Services
1.88K
+ 2.12%
$44.92 - $52.42 $84.4K - $98.5K
90.6K $4.68M
DEO
Diageo PLC

Consumer Defensive
5K
+ 101.09%
$93.64 - $115.33 $468K - $577K
9.95K $949K
CRM
Salesforce, Inc.

Technology
2.36K
+ 78.31%
$231.66 - $273.65 $546K - $645K
5.37K $1.27M
XLF
Financial Sector Spdr

ETFs
1.55K
+ 0.65%
$51.37 - $54.25 $79.4K - $83.9K
239K $12.9M
TJX
Tjx Companies Inc

Consumer Cyclical
1.29K
+ 10.73%
$121.35 - $144.54 $156K - $186K
13.3K $1.92M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5K
+ 97.66%
$81.76 - $86.36 $409K - $432K
10.1K $858K
ABBV
Abb Vie Inc.

Healthcare
440
+ 6.5%
$184.85 - $231.54 $81.3K - $102K
7.21K $1.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
94
+ 0.51%
$276.51 - $305.12 $26K - $28.7K
18.6K $5.53M
VEA
Vanguard Ftse Developed Market

ETFs
5.05K
+ 14.11%
$56.02 - $60.3 $283K - $305K
40.9K $2.45M
CVX
Chevron Corp

Energy
1.39K
+ 8.86%
$145.57 - $161.83 $202K - $224K
17K $2.64M
GE
General Electric CO

Industrials
267
+ 3.61%
$244.75 - $305.63 $65.3K - $81.6K
7.66K $2.3M
IWM
Ishares Russell 2000 ETF

ETFs
141
+ 1.02%
$214.92 - $244.84 $30.3K - $34.5K
13.9K $3.36M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.01%
$171.38 - $197.01 $171 - $197
15.8K $3.09M
NEE
Nextera Energy Inc

Utilities
1.64K
+ 4.32%
$69.77 - $77.54 $114K - $127K
39.5K $2.98M
XOM
Exxon Mobil Corp

Energy
22
+ 0.03%
$105.83 - $117.22 $2.33K - $2.58K
70.6K $7.96M
DE
Deere & CO

Industrials
900
+ 62.59%
$457.26 - $524.37 $412K - $472K
2.34K $1.07M
EEM
Ishares Msci Emerging Markets

ETFs
4.92K
+ 34.72%
$48.07 - $53.4 $237K - $263K
19.1K $1.02M
PSX
Phillips 66

Energy
2K
+ 62.17%
$118.37 - $139.46 $237K - $279K
5.22K $709K
HWM
Howmet Aerospace Inc.

Industrials
1.57K
+ 103.16%
$171.0 - $196.23 $268K - $307K
3.08K $605K
MMM
3 M CO

Industrials
2K
+ 61.36%
$144.41 - $160.2 $289K - $320K
5.25K $815K
TTE
Total Energies Se

Energy
4.55K
+ 89.58%
N/A
9.63K $660K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
158K
+ 29.44%
$2.56 - $2.89 $405K - $457K
695K $1.78M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
246
+ 0.41%
$49.43 - $54.52 $12.2K - $13.4K
60.7K $3.29M
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
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
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
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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