Long Island Wealth Management, Inc. Incresed Positions in Q4 2024

Long Island Wealth Management, Inc.

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
461K
+ 748.86%
$22.01 - $66.82 $10.2M - $30.8M
523K $11.9B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
106K
+ 675.44%
$43.84 - $48.76 $4.64M - $5.16M
122K $5.35B
BALT
Innovator Etfs Tr
109K
+ 238.23%
$30.76 - $31.55 $3.35M - $3.44M
155K $4.86B
VCIT
Vanguard Intermediate Term Cor

ETFs
18.5K
+ 50.81%
$80.13 - $83.77 $1.48M - $1.55M
54.8K $4.4B
Innovator Etfs Trust
25K
+ 23.32%
N/A
132K $3.89B
VXF
Vanguard Extended Market ETF

ETFs
310
+ 1.02%
$179.17 - $207.15 $55.5K - $64.2K
30.6K $5.82B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.33K
+ 84.92%
$77.86 - $79.27 $260K - $264K
7.26K $566M
VT
Vanguard Total World Stk Index

ETFs
1.09K
+ 8.98%
$117.09 - $123.07 $128K - $134K
13.3K $1.56B
AAPL
Apple Inc.

Technology
60
+ 1.43%
$221.69 - $259.02 $13.3K - $15.5K
4.24K $1.06B
VCR
Vanguard Consumer Discretionar

ETFs
4
+ 0.43%
$328.51 - $401.37 $1.31K - $1.61K
928 $348M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
606
+ 3.83%
$56.06 - $61.35 $34K - $37.2K
16.4K $928M
VFVA
Vanguard Wellington Fd U S Val

ETFs
223
+ 3.23%
$117.34 - $130.02 $26.2K - $29K
7.12K $843M
PDEC
Innovator U.S. Equity Power Bu
210
+ 0.82%
N/A
25.8K $989M
KOCT
Innovator Laddered Fund Of U.S
26
+ 0.07%
N/A
36K $1.1B
KAPR
Innovator U.S. Small Cap Power

ETFs
55
+ 0.46%
$32.06 - $34.27 $1.76K - $1.88K
11.9K $391M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11K
+ 100.55%
$25.33 - $51.16 $279K - $563K
21.9K $567M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.04%
N/A
2.35K $460M
MSFT
Microsoft Corp

Technology
10
+ 0.5%
$406.35 - $454.46 $4.06K - $4.54K
2.02K $851M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
62
+ 0.28%
$69.58 - $74.87 $4.31K - $4.64K
21.9K $1.54B
SCHV
Schwab Strategic Tr Us Large C

ETFs
32.1K
+ 199.18%
$25.79 - $80.4 $828K - $2.58M
48.2K $1.26B
BAX
Baxter International Inc

Healthcare
296
+ 2.79%
$28.63 - $37.84 $8.47K - $11.2K
10.9K $318M
VEU
Vanguard Ftse All World Ex Us

ETFs
211
+ 0.88%
$57.29 - $63.1 $12.1K - $13.3K
24.2K $1.39B
VTV
Vanguard Value ETF

ETFs
80
+ 0.29%
$168.32 - $181.87 $13.5K - $14.5K
27.7K $4.69B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
428
+ 1.51%
$79.93 - $88.06 $34.2K - $37.7K
28.8K $2.3B
ED
Consolidated Edison Inc

Utilities
1
+ 0.0%
$88.87 - $107.38 $88.9 - $107
26.9K $2.4B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48.9K
+ 113.83%
$27.54 - $83.04 $1.35M - $4.06M
91.8K $2.54B
SCHG
Schwab Strategic Tr Us Large C

ETFs
124K
+ 197.45%
$25.93 - $105.3 $3.22M - $13.1M
187K $5.21B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
+ 19.58%
$18.41 - $40.87 $271K - $602K
89.9K $1.66B
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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