Long Island Wealth Management, Inc. Portfolio Holdings
Long Island Wealth Management, Inc.
- $193 Billion
- Q2 2025
Long Island Wealth Management, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $193 Billion distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Power Bu with a value of $17.7B, Vanguard Total Stock Market Et with a value of $17.1B, Innovator Etfs Trust with a value of $16.3B, Innovator Etfs Tr Intl Dev Pwr with a value of $14.1B, and Vanguard Total World Stk Index with a value of $10.6B.
Examining the 13F form we can see an increase of $28.3B in the current position value, from $164B to 193B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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