Long Island Wealth Management, Inc. Purchases in Q3 2025

Long Island Wealth Management, Inc.

  • $205 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
26.3K
+ 12.37%
$32.11 - $32.82 $843K - $862K
239K $7.83B
IJUL
Innovator Etfs Tr

ETFs
9.19K
+ 19.17%
$31.5 - $32.72 $290K - $301K
57.1K $1.87B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
165
+ 0.1%
$23.82 - $25.84 $3.93K - $4.26K
170K $4.38B
Pgim Rock ETF Tr
8.1K
+ 10.68%
N/A
83.9K $2.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.03%
$567.77 - $614.76 $1.14K - $1.23K
6.14K $3.76B
GOOG
Alphabet Inc.

Communication Services
1.08K
New
$175.16 - $255.24 $189K - $276K
1.08K $263M
AAPL
Apple Inc.

Technology
65
+ 1.36%
$202.38 - $256.87 $13.2K - $16.7K
4.85K $1.24B
ABBV
Abb Vie Inc.

Healthcare
1.05K
New
$184.85 - $231.54 $193K - $242K
1.05K $242M
Dimensional ETF Trust
7.15K
New
N/A
7.15K $235M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.28K
+ 7.75%
$43.83 - $45.64 $144K - $150K
45.6K $2.08B
Pgim Rock ETF Tr
7.11K
New
N/A
7.11K $209M
CVS
Cvs Health Corp

Healthcare
2.73K
New
$58.75 - $76.5 $160K - $209K
2.73K $206M
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.3K
New
$37.32 - $38.38 $198K - $203K
5.3K $203M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.87K
+ 10.51%
$53.36 - $59.69 $99.9K - $112K
19.7K $1.15B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.07K
+ 11.8%
$78.96 - $80.04 $163K - $165K
19.6K $1.57B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 0.67%
$459.11 - $506.91 $25.3K - $27.9K
8.26K $4.15B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
350
+ 0.29%
N/A
122K $4.68B
KJUL
Innovator U.S. Small Cap Power

Technology
2.53K
+ 5.99%
$29.2 - $31.07 $73.9K - $78.6K
44.8K $1.39B
VFVA
Vanguard Wellington Fd U S Val

ETFs
662
+ 9.23%
$116.21 - $129.7 $76.9K - $85.9K
7.83K $999M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
799
+ 1.61%
$28.15 - $30.13 $22.5K - $24.1K
50.3K $1.49B
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.0%
$66.38 - $71.68 $66.4 - $71.7
21.9K $1.57B
SCHA
Schwab Strategic Tr Us Small C

ETFs
7
+ 0.02%
$25.29 - $28.33 $177 - $198
31.1K $866M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.05%
$433.97 - $484.08 $434 - $484
1.95K $934M
KOCT
Innovator Laddered Fund Of U.S
212
+ 1.18%
N/A
18.2K $601M
Pgim Rock ETF Tr
148
+ 0.42%
N/A
35.4K $1.01B
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.03%
$239.12 - $259.95 $239 - $260
3.15K $817M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.11%
$359.61 - $401.35 $360 - $401
931 $369M
VFH
Vanguard Financial ETF

ETFs
7
+ 0.13%
$125.23 - $132.78 $877 - $929
5.28K $692M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
78
+ 0.36%
$72.01 - $74.44 $5.62K - $5.81K
21.8K $1.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
20
+ 0.27%
$81.75 - $84.54 $1.64K - $1.69K
7.45K $627M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
54
+ 1.03%
$76.16 - $78.59 $4.11K - $4.24K
5.28K $413M
LLY
Eli Lilly & CO

Healthcare
10
+ 0.98%
$625.65 - $812.69 $6.26K - $8.13K
1.03K $786M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
23
+ 0.08%
$86.07 - $90.74 $1.98K - $2.09K
29.2K $2.61B
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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