Long Island Wealth Management, Inc. Sells in Q2 2025

Long Island Wealth Management, Inc.

  • $193 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-91.4K
- 83.84%
N/A
17.6K $1.65B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-387K
- 69.45%
$19.1 - $23.83 $7.39M - $9.22M
170K $4.05B
Pgim Rock ETF Tr
-206K
- 73.07%
N/A
75.8K $2.21B
VCIT
Vanguard Intermediate Term Cor

ETFs
-45.8K
- 86.04%
$79.56 - $82.92 $3.64M - $3.8M
7.43K $616M
Pgim Rock ETF Tr
-133K
- 79.08%
N/A
35.3K $975M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-52.8K
- 51.61%
$22.92 - $28.05 $1.21M - $1.48M
49.5K $1.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-138
- 1.65%
$483.48 - $539.8 $66.7K - $74.5K
8.21K $3.99B
VFVA
Vanguard Wellington Fd U S Val

ETFs
-1.72K
- 19.37%
$97.51 - $118.42 $168K - $204K
7.17K $848M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-5.55K
- 31.54%
$32.79 - $36.78 $182K - $204K
12K $443M
VHT
Vanguard Health Care ETF

ETFs
-266
- 7.8%
$236.71 - $261.92 $63K - $69.7K
3.15K $781M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.16K
- 10.79%
$44.8 - $53.97 $96.5K - $116K
17.8K $961M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-935
- 4.6%
$48.13 - $49.85 $45K - $46.6K
19.4K $952M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.49%
$713.71 - $898.95 $3.57K - $4.49K
1.02K $795M
KOCT
Innovator Laddered Fund Of U.S
-1.4K
- 7.22%
N/A
18K $549M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.46K
- 4.83%
$23.55 - $27.67 $58K - $68.2K
48.5K $1.34B
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.56K
- 10.45%
$54.19 - $67.22 $139K - $172K
21.9K $1.48B
POCT
Innovator U.S. Equity Power Bu

ETFs
-760
- 5.94%
$36.35 - $41.3 $27.6K - $31.4K
12K $497M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-30
- 0.49%
$81.62 - $95.83 $2.45K - $2.87K
6.14K $589M
VUG
Vanguard Growth ETF

ETFs
-70
- 3.47%
$329.49 - $438.4 $23.1K - $30.7K
1.95K $853M
BALT
Innovator Etfs Tr
-1.36K
- 0.64%
$30.33 - $32.1 $41.2K - $43.6K
212K $6.81B
VGT
Vanguard Information Technolog

ETFs
-243
- 10.18%
$470.37 - $663.28 $114K - $161K
2.14K $1.42B
Pacer Fds Tr
-1.14K
- 2.88%
N/A
38.5K $1.35B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-24
- 0.08%
$75.29 - $91.16 $1.81K - $2.19K
29.2K $2.63B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.02K
- 1.83%
$17.76 - $22.1 $35.9K - $44.7K
108K $2.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.42K
- 3.94%
$22.27 - $29.21 $165K - $217K
181K $5.28B
VTI
Vanguard Total Stock Market Et

ETFs
-1.25K
- 2.18%
$243.75 - $303.93 $306K - $381K
56.3K $17.1B
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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