Long Island Wealth Management, Inc. Portfolio Holdings by Sector

Long Island Wealth Management, Inc.

$193 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs PJAN VT CALF VXF SCHG VTV SCHB VOO 48 stocks	$101 Million 77.54% of portfolio	24	18	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$17.1 Million 13.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.99 Million 3.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$1.19 Million 0.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1.09 Million 0.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.08 Million 0.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$982,492 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA WOLF 2 stocks	$802,964 0.62% of portfolio	2	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$795,121 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$427,114 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$303,855 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$299,480 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$283,182 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$265,447 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$262,631 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$234,713 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI 1 stocks	$60,747 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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