Long Island Wealth Management, Inc. Portfolio Holdings

Long Island Wealth Management, Inc.

  • $152 Billion
  • Q3 2024

Long Island Wealth Management, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $16.5B, Proshares Tr S&P 500 Ex Techno with a value of $14.3B, Innovator Etfs Trust with a value of $13B, Innovator Etfs Tr Intl Dev Pwr with a value of $6.7B, and Schwab Strategic Tr Us Large C with a value of $6.55B.

Examining the 13F form we can see an increase of $10.5B in the current position value, from $142B to 152B.

Long Island Wealth Management, Inc. is based out at Melville, NY

Below you can find more details about Long Island Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $105 Billion
Financial Services: $3.94 Billion
Utilities: $2.81 Billion
Technology: $2.48 Billion
Healthcare: $1.53 Billion
Consumer Defensive: $976 Million
Consumer Cyclical: $391 Million
Industrials: $248 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.9B
$2.81 Billion 1.84% of portfolio
26,940
Q3 2024 Added 0.09%
$14.9B
$403 Million 0.26% of portfolio
10,609
Q3 2024 Added 1.01%
$26.3B
$398 Million 0.26% of portfolio
5,038
Q4 2023 New
$154B
$248 Million 0.16% of portfolio
1,200
Q2 2024 Reduced 0.41%
$141B
$223 Million 0.15% of portfolio
692
Q3 2024 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $152 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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