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
IAU
Ishares Gold Trust

ETFs
9
+ 0.2%
$61.62 - $72.77 $555 - $655
4.52K $329K
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
GRMN
Garmin LTD

Technology
3
+ 0.25%
$211.13 - $246.22 $633 - $739
1.2K $296K
VNQ
Vanguard Specialized Funds Van

ETFs
83
+ 0.52%
$88.47 - $93.24 $7.34K - $7.74K
16K $1.47M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
524
+ 10.03%
$86.07 - $90.74 $45.1K - $47.5K
5.75K $514K
DFSV
Dimensional ETF Tr Dimensional

ETFs
72
+ 0.42%
$29.2 - $32.74 $2.1K - $2.36K
17.1K $545K
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
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
MET
Metlife Inc

Financial Services
101
+ 0.97%
$73.82 - $82.37 $7.46K - $8.32K
10.5K $868K
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
DVYE
Ishares Emerging Markets Divid

ETFs
222
+ 1.84%
$28.5 - $30.64 $6.33K - $6.8K
12.3K $364K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
553
+ 1.65%
$9.17 - $9.93 $5.07K - $5.49K
34K $337K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
158
+ 0.6%
$21.15 - $22.45 $3.34K - $3.55K
26.7K $594K
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
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
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.21%
$239.12 - $259.95 $717 - $780
1.4K $363K
SPOT
Spotify Technology S.A.

Communication Services
177
+ 11.41%
$620.01 - $738.53 $110K - $131K
1.73K $1.21M
PML
Pimco Municipal Income Fund Ii

Financial Services
300
+ 0.99%
$7.11 - $7.91 $2.13K - $2.37K
30.7K $242K
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
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$137.51 - $145.26 $138 - $145
2.76K $392K
SO
Southern CO

Utilities
15
+ 0.49%
$90.83 - $96.0 $1.36K - $1.44K
3.06K $289K
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
7
+ 0.1%
$72.57 - $74.72 $508 - $523
7.28K $541K
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
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
Amplify ETF Tr
404
+ 13.31%
N/A
3.44K $0
Elevation Series Trust
1.01K
+ 16.67%
N/A
7.07K $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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