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
IWD
Ishares Russell 1000 Val ETF

ETFs
568
+ 4.19%
$192.76 - $203.86 $109K - $116K
14.1K $2.87M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
51
+ 1.23%
$224.68 - $282.71 $11.5K - $14.4K
4.19K $1.17M
DVY
Ishares Tr

ETFs
6
+ 0.03%
$133.88 - $142.57 $803 - $855
23.5K $3.34M
SHEL
Shell PLC

Energy
2.72K
+ 54.49%
$69.82 - $73.93 $190K - $201K
7.72K $552K
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
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
UL
Unilever PLC

Consumer Defensive
2.7K
+ 19.02%
$58.43 - $65.01 $158K - $176K
16.9K $1M
IBKR
Interactive Brokers Group, Inc.

Financial Services
12
+ 0.12%
$56.32 - $68.81 $676 - $826
9.95K $684K
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
ELV
Elevance Health, Inc.

Healthcare
550
+ 45.27%
$274.66 - $395.76 $151K - $218K
1.77K $570K
VOE
Vanguard Mid Cap Value Index F

ETFs
28
+ 0.31%
$164.63 - $174.58 $4.61K - $4.89K
8.92K $1.56M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
302
+ 10.41%
$148.97 - $165.88 $45K - $50.1K
3.2K $527K
TFC
Truist Financial Corp

Financial Services
1.68K
+ 33.89%
$42.83 - $47.07 $71.9K - $79K
6.63K $303K
HON
Honeywell International Inc

Industrials
1.12K
+ 17.27%
$207.7 - $240.4 $233K - $270K
7.63K $1.61M
COIN
Coinbase Global, Inc.

Technology
728
+ 6.05%
$297.99 - $419.78 $217K - $306K
12.8K $4.31M
PG
Procter & Gamble CO

Consumer Defensive
3.03K
+ 4.44%
$150.47 - $161.22 $456K - $489K
71.2K $10.9M
T
At&T Inc.

Communication Services
4.11K
+ 7.53%
$26.94 - $29.62 $111K - $122K
58.6K $1.66M
CTVA
Corteva, Inc.

Basic Materials
1.45K
+ 47.53%
$67.08 - $77.12 $97.5K - $112K
4.51K $305K
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
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
EVR
Evercore Inc.

Financial Services
2
+ 0.26%
$276.5 - $362.79 $553 - $726
760 $256K
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
IWY
Ishares Tr Russell 200 Growth

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