Long Island Wealth Management, Inc. Portfolio Holdings

Long Island Wealth Management, Inc.

  • $160 Billion
  • Q4 2024

Long Island Wealth Management, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 72 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 $16.8B, Schwab Strategic Tr Us Broad M with a value of $11.9B, Innovator Etfs Trust with a value of $10.9B, Pgim Rock ETF Tr with a value of $9.74B, and Vaneck Morningstar Wide Moat E with a value of $9.01B.

Examining the 13F form we can see an increase of $7.5B in the current position value, from $152B to 160B.

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 $160 Billion
ETFs: $105 Billion
Financial Services: $3.79 Billion
Technology: $2.56 Billion
Utilities: $2.4 Billion
Healthcare: $1.11 Billion
Consumer Defensive: $1.01 Billion
Consumer Cyclical: $611 Million
Industrials: $271 Million
Other: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.8 Billion 10.54% of portfolio
58,113
Q4 2024 Reduced 0.31%
$0
$11.9 Billion 7.43% of portfolio
522,931
Q4 2024 Added 748.86%
Innovator Etfs Trust
-
$10.9 Billion 6.8% of portfolio
-
Q4 2024 Reduced 17.24%
Pgim Rock ETF Tr
-
$9.74 Billion 6.09% of portfolio
-
Q4 2024 New
$0
$9.01 Billion 5.64% of portfolio
97,130
Q4 2024 New
$0
$5.82 Billion 3.64% of portfolio
30,616
Q4 2024 Added 1.02%
-
$5.75 Billion 3.6% of portfolio
-
Q4 2024 Reduced 6.51%
$0
$5.35 Billion 3.35% of portfolio
121,503
Q4 2024 Added 675.44%
$0
$5.21 Billion 3.26% of portfolio
187,001
Q4 2024 Added 197.45%
$0
$4.86 Billion 3.04% of portfolio
154,821
Q4 2024 Added 238.23%
$0
$4.69 Billion 2.93% of portfolio
27,684
Q4 2024 Added 0.29%
$0
$4.4 Billion 2.75% of portfolio
54,815
Q4 2024 Added 50.81%
$0
$4.1 Billion 2.57% of portfolio
97,095
Q4 2024 Reduced 0.06%
Innovator Etfs Trust
-
$3.89 Billion 2.43% of portfolio
-
Q4 2024 Added 23.32%
$627B
$3.79 Billion 2.37% of portfolio
8,364
Q4 2024 Reduced 2.2%
$0
$3.33 Billion 2.08% of portfolio
80,853
Q4 2024 Reduced 2.89%
$0
$2.54 Billion 1.59% of portfolio
91,786
Q4 2024 Added 113.83%
$34B
$2.4 Billion 1.5% of portfolio
26,941
Q4 2024 Added 0.0%
$0
$2.3 Billion 1.44% of portfolio
28,810
Q4 2024 Added 1.51%
$0
$1.87 Billion 1.17% of portfolio
55,643
Q4 2024 Reduced 8.67%
$0
$1.66 Billion 1.04% of portfolio
89,886
Q4 2024 Added 19.58%
$0
$1.65 Billion 1.03% of portfolio
46,934
Q4 2024 Reduced 9.8%
$0
$1.61 Billion 1.01% of portfolio
2,597
Q4 2024 Reduced 19.5%
$0
$1.56 Billion 0.97% of portfolio
13,258
Q4 2024 Added 8.98%
$0
$1.54 Billion 0.96% of portfolio
21,943
Q4 2024 Added 0.28%
$0
$1.47 Billion 0.92% of portfolio
26,445
Q4 2024 Reduced 29.88%
Pacer Fds Tr
-
$1.4 Billion 0.88% of portfolio
-
Q4 2024 Reduced 70.69%
$0
$1.39 Billion 0.87% of portfolio
24,221
Q4 2024 Added 0.88%
$0
$1.26 Billion 0.79% of portfolio
48,234
Q4 2024 Added 199.18%
$0
$1.26 Billion 0.79% of portfolio
32,324
Q4 2024 Reduced 1.07%
-
$1.1 Billion 0.69% of portfolio
-
Q4 2024 Added 0.07%
$3.95T
$1.06 Billion 0.66% of portfolio
4,243
Q4 2024 Added 1.43%
$0
$1.04 Billion 0.65% of portfolio
11,399
Q4 2024 Reduced 92.78%
$458B
$1.01 Billion 0.63% of portfolio
1,101
Q2 2024 Added 0.09%
$0
$997 Million 0.62% of portfolio
19,880
Q4 2024 Reduced 0.19%
-
$989 Million 0.62% of portfolio
-
Q4 2024 Added 0.82%
$0
$964 Million 0.6% of portfolio
32,747
Q4 2024 Reduced 7.67%
$0
$965 Million 0.6% of portfolio
3,805
Q4 2024 Reduced 75.72%
$0
$928 Million 0.58% of portfolio
16,429
Q4 2024 Added 3.83%
$0
$857 Million 0.54% of portfolio
30,960
Q3 2024 Added 0.5%
$0
$842 Million 0.53% of portfolio
23,686
Q4 2024 Reduced 33.57%
$0
$843 Million 0.53% of portfolio
7,120
Q4 2024 Added 3.23%
$3.1T
$851 Million 0.53% of portfolio
2,018
Q4 2024 Added 0.5%
$0
$837 Million 0.52% of portfolio
2,040
Q4 2024 Reduced 0.44%
$830B
$791 Million 0.5% of portfolio
1,025
Q1 2024 Added 0.49%
$0
$750 Million 0.47% of portfolio
6,352
Q4 2024 Reduced 59.3%
$0
$621 Million 0.39% of portfolio
17,596
Q4 2023 New
$0
$570 Million 0.36% of portfolio
17,369
Q4 2024 Reduced 16.37%
$0
$567 Million 0.35% of portfolio
21,930
Q4 2024 Added 100.55%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $160 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Long Island Wealth Management, Inc. Portfolio

Follow Long Island Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Island Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Long Island Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email