Long Island Wealth Management, Inc. Incresed Positions in Q2 2025

Long Island Wealth Management, Inc.

  • $193 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PJAN
Innovator U.S. Equity Power Bu

ETFs
297K
+ 286.1%
$38.7 - $44.05 $11.5M - $13.1M
401K $17.7B
VT
Vanguard Total World Stk Index

ETFs
69.6K
+ 533.54%
$103.16 - $128.52 $7.18M - $8.95M
82.7K $10.6B
IJAN
Innovator Etfs Tr Intl Dev Pwr
189K
+ 84.41%
N/A
413K $14.1B
Innovator Etfs Trust
138K
+ 46.69%
N/A
434K $16.3B
Innovator Etfs Trust
91.5K
+ 1498.31%
N/A
97.7K $4.96B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
74.6K
+ 158.89%
N/A
122K $4.52B
Innovator Etfs Trust
75.1K
+ 50.39%
N/A
224K $7.18B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
50.2K
+ 102.95%
N/A
99.1K $3.46B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
36.8K
+ 155.53%
N/A
60.5K $2.24B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
25.3K
+ 16.24%
$32.0 - $39.87 $809K - $1.01M
181K $7.21B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.19K
+ 23.93%
$456.74 - $568.03 $541K - $673K
6.14K $3.49B
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
19.2K
+ 110.8%
N/A
36.6K $1.22B
IJUL
Innovator Etfs Tr

ETFs
16.9K
+ 54.67%
$27.51 - $31.94 $466K - $541K
47.9K $1.53B
NVDA
Nvidia Corp

Technology
2.74K
+ 138.83%
$94.31 - $157.99 $258K - $432K
4.71K $743M
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.28K
+ 14.27%
$37.66 - $43.85 $199K - $232K
42.3K $1.86B
MSFT
Microsoft Corp

Technology
159
+ 7.88%
$354.56 - $497.45 $56.4K - $79.1K
2.18K $1.08B
KJUL
Innovator U.S. Small Cap Power

Technology
9.51K
+ 29.04%
$25.96 - $29.2 $247K - $278K
42.3K $1.23B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.36K
+ 23.76%
$77.94 - $79.5 $262K - $267K
17.5K $1.39B
XLK
Technology Sector Spdr

ETFs
546
+ 50.05%
$179.73 - $253.23 $98.1K - $138K
1.64K $415M
NJUL
Innovator Growth 100 Power Buf

Technology
2.11K
+ 45.99%
$56.05 - $68.06 $118K - $144K
6.7K $456M
VTV
Vanguard Value ETF

ETFs
344
+ 1.24%
$153.67 - $176.74 $52.9K - $60.8K
28K $4.96B
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.12K
+ 15.31%
$20.42 - $25.3 $84.2K - $104K
31K $785M
AMZN
Amazon Com Inc

Consumer Cyclical
276
+ 24.89%
$167.32 - $223.3 $46.2K - $61.6K
1.39K $304M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 3.33%
$416.06 - $551.64 $12.5K - $16.5K
932 $514M
VFH
Vanguard Financial ETF

ETFs
8
+ 0.15%
$104.87 - $127.3 $839 - $1.02K
5.27K $671M
AAPL
Apple Inc.

Technology
546
+ 12.87%
$172.42 - $223.89 $94.1K - $122K
4.79K $982M
DFIV
Dimensional ETF Tr

ETFs
375
+ 6.53%
$34.67 - $43.21 $13K - $16.2K
6.11K $262M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.11%
$290.42 - $364.35 $290 - $364
930 $337M
HON
Honeywell International Inc

Industrials
16
+ 1.33%
$182.86 - $232.88 $2.93K - $3.73K
1.22K $283M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
53
+ 1.02%
$75.05 - $77.34 $3.98K - $4.1K
5.23K $404M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
73
+ 0.34%
$68.13 - $74.77 $4.97K - $5.46K
21.7K $1.58B
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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