Long Island Wealth Management, Inc. Incresed Positions in Q3 2024

Long Island Wealth Management, Inc.

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
33.4K
+ 351.02%
$75.47 - $83.18 $2.52M - $2.78M
42.9K $3.57B
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
12.5K
+ 8.59%
$82.52 - $90.76 $1.03M - $1.13M
158K $14.3B
PJUL
Innovator U.S. Equity Power Bu

ETFs
43.1K
+ 107.38%
$37.89 - $40.48 $1.63M - $1.75M
83.3K $3.37B
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 31.37%
$92.63 - $105.69 $1.39M - $1.59M
62.9K $6.55B
VTI
Vanguard Total Stock Market Et

ETFs
131
+ 0.23%
$255.18 - $283.2 $33.4K - $37.1K
58.3K $16.5B
Innovator Etfs Trust
4.44K
+ 1.28%
N/A
351K $13B
Innovator Etfs Trust
22.3K
+ 26.26%
N/A
107K $3.36B
VHT
Vanguard Health Care ETF

ETFs
1.43K
+ 10.04%
$261.88 - $288.1 $374K - $412K
15.7K $4.42B
KOCT
Innovator Laddered Fund Of U.S
16.6K
+ 85.74%
N/A
36K $1.09B
VTV
Vanguard Value ETF

ETFs
775
+ 2.89%
$159.75 - $174.57 $124K - $135K
27.6K $4.82B
DFAT
Dimensional ETF Tr U S Target

ETFs
5.76K
+ 18.04%
$51.0 - $57.07 $294K - $329K
37.7K $2.1B
ED
Consolidated Edison Inc

Utilities
23
+ 0.09%
$88.42 - $104.97 $2.03K - $2.41K
26.9K $2.81B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.06K
+ 5.71%
$36.98 - $41.55 $150K - $169K
75.2K $3.09B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.05%
$59.93 - $66.52 $1.74K - $1.93K
61.6K $4.1B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
58
+ 0.2%
$80.13 - $88.89 $4.65K - $5.16K
28.4K $2.51B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
84
+ 0.39%
$64.57 - $71.76 $5.42K - $6.03K
21.9K $1.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.02%
$475.2 - $527.7 $475 - $528
5.16K $2.72B
SCHV
Schwab Strategic Tr Us Large C

ETFs
31
+ 0.19%
$73.43 - $80.37 $2.28K - $2.49K
16.1K $1.3B
VT
Vanguard Total World Stk Index

ETFs
75
+ 0.62%
$107.72 - $119.96 $8.08K - $9K
12.2K $1.46B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
819
+ 5.52%
$42.22 - $48.62 $34.6K - $39.8K
15.7K $729M
KJUL
Innovator U.S. Small Cap Power

Technology
365
+ 1.04%
$27.38 - $29.23 $9.99K - $10.7K
35.5K $1.03B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
696
+ 21.55%
$76.94 - $79.54 $53.6K - $55.4K
3.93K $312M
VFVA
Vanguard Wellington Fd U S Val

ETFs
23
+ 0.33%
$111.27 - $122.66 $2.56K - $2.82K
6.9K $831M
BAX
Baxter International Inc

Healthcare
106
+ 1.01%
$32.85 - $40.26 $3.48K - $4.27K
10.6K $403M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
129
+ 0.21%
N/A
60.9K $2.01B
SCHA
Schwab Strategic Tr Us Small C

ETFs
40
+ 0.37%
$46.9 - $51.96 $1.88K - $2.08K
10.9K $563M
IJUL
Innovator Etfs Tr

ETFs
155
+ 0.5%
$27.47 - $29.55 $4.26K - $4.58K
31K $910M
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.6%
$182.15 - $182.15 $2.55K - $2.55K
2.35K $465M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
47
+ 0.61%
$74.26 - $78.84 $3.49K - $3.71K
7.71K $604M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
145
+ 0.73%
$49.93 - $51.15 $7.24K - $7.42K
19.9K $1.02B
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.11%
$291.88 - $341.94 $292 - $342
924 $315M
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Long Island Wealth Management, Inc. Portfolio

Follow Long Island Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Island Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Long Island Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email