Long Island Wealth Management, Inc. Portfolio Holdings by Sector
Long Island Wealth Management, Inc.
- $152 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPXT SCHG VXF VTV VHT SCHB PJAN SCHM 40 stocks |
$88.4 Million
75.38% of portfolio
|
  26  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$16.5 Million
14.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3.94 Million
3.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
ED 1 stocks |
$2.81 Million
2.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY AMGN 2 stocks |
$1.13 Million
0.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$976,059
0.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$974,537
0.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$863,992
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BAX 1 stocks |
$402,832
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$397,649
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$293,365
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$248,052
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$239,237
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
HBI 1 stocks |
$97,487
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|