Long Island Wealth Management, Inc. Incresed Positions in Q1 2025

Long Island Wealth Management, Inc.

  • $164 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
58.9K
+ 38.07%
$31.31 - $31.89 $1.85M - $1.88M
214K $6.71B
IJAN
Innovator Etfs Tr Intl Dev Pwr
33.9K
+ 17.82%
N/A
224K $7.16B
Innovator Etfs Trust
16.9K
+ 12.78%
N/A
149K $4.51B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.9K
+ 12.21%
N/A
109K $9.59B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.89K
+ 94.97%
$77.7 - $78.94 $536K - $544K
14.2K $1.12B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.5K
+ 22.83%
$18.36 - $20.51 $377K - $421K
110K $2.18B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
34.3K
+ 28.2%
$36.64 - $45.76 $1.26M - $1.57M
156K $5.84B
IOCT
Innovator Etfs Tr Intl Dev Pow
7.18K
+ 49.87%
N/A
21.6K $661M
PJAN
Innovator U.S. Equity Power Bu

ETFs
6.87K
+ 7.07%
$41.09 - $43.24 $282K - $297K
104K $4.31B
VFVA
Vanguard Wellington Fd U S Val

ETFs
1.77K
+ 24.87%
$111.86 - $124.32 $198K - $220K
8.89K $1.01B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34.1K
+ 6.53%
$21.23 - $23.75 $725K - $811K
557K $12B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
374
+ 1.3%
$78.97 - $85.82 $29.5K - $32.1K
29.2K $2.42B
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.76K
+ 5.72%
$25.77 - $27.6 $71.1K - $76.2K
51K $1.36B
VTV
Vanguard Value ETF

ETFs
13
+ 0.05%
$167.73 - $179.21 $2.18K - $2.33K
27.7K $4.78B
VEU
Vanguard Ftse All World Ex Us

ETFs
284
+ 1.17%
$56.51 - $62.98 $16K - $17.9K
24.5K $1.49B
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.99K
+ 22.77%
$23.16 - $27.04 $116K - $135K
26.9K $631M
BAX
Baxter International Inc

Healthcare
24
+ 0.22%
$29.26 - $36.57 $702 - $878
10.9K $374M
IJUL
Innovator Etfs Tr

ETFs
32
+ 0.1%
$27.58 - $29.96 $883 - $959
31K $902M
Aim ETF Products Trust
1.2K
+ 12.24%
N/A
11K $329M
POCT
Innovator U.S. Equity Power Bu

ETFs
760
+ 6.32%
$38.53 - $40.49 $29.3K - $30.8K
12.8K $497M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
466
+ 2.34%
$49.25 - $50.66 $23K - $23.6K
20.3K $1.01B
Direxion Shs ETF Tr
275
+ 2.09%
N/A
13.4K $97.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32
+ 0.62%
$73.78 - $76.59 $2.36K - $2.45K
5.18K $396M
PDEC
Innovator U.S. Equity Power Bu
770
+ 2.99%
N/A
26.5K $997M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 9.91%
$190.26 - $242.06 $19K - $24.2K
1.11K $211M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.11%
$318.51 - $391.75 $319 - $392
929 $302M
Innovator Etfs Trust
5.11K
+ 1.76%
N/A
296K $10.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.12K
+ 0.6%
$24.91 - $29.02 $28K - $32.6K
188K $4.71B
VXF
Vanguard Extended Market ETF

ETFs
28
+ 0.09%
$170.36 - $201.04 $4.77K - $5.63K
30.6K $5.28B
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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