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
|