Long Island Wealth Management, Inc. Portfolio Holdings by Sector

Long Island Wealth Management, Inc.

$164 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHB MOAT CALF VXF VTV SCHG VCIT PJAN 45 stocks	$89.4 Million 76.98% of portfolio	24	15	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$15.8 Million 13.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4.44 Million 3.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY AMGN ABBV 3 stocks	$1.27 Million 1.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1.04 Million 0.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$942,416 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$757,520 0.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$580,516 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BAX 1 stocks	$374,107 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$368,681 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$330,040 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$265,339 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$254,100 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$210,917 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI 1 stocks	$76,531 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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