The Analysis of Long Island Wealth Management, Inc.'s Holdings
Currently, Long Island Wealth Management, Inc. holds 87 types of securities in its portfolio with a total value $211.5M. In the most recent quarter, they have increased their positions in IJAN (+12.1K shares, valued at $435.8K), N/A (+6.4K shares, valued at $417.4K), DFAT (+6.2K shares, valued at $371.3K); decreased their positions in VTEB (-6.7K shares, valued at $338.2K), N/A (-360 shares, valued at $225.8K), POCT (-2.5K shares, valued at $109.8K); initiated new positions in N/A (+6.4K shares, valued at $417.4K), DFSB (+4.4K shares, valued at $226.6K), AMGN (+692 shares, valued at $226.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS56.2K shares0.12%2025-12-312026-01-21
PJAN INNOVATOR ETFS TRUST394.3K shares-0.02%2025-12-312026-01-21 KJAN INNOVATOR ETFS TRUST435.7K shares1.02%2025-12-312026-01-21 IJAN INNOVATOR ETFS TRUST424.8K shares2.92%2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F82.6K shares1.25%2025-12-312026-01-21 BALT INNOVATOR ETFS TRUST245.6K shares2.89%2025-12-312026-01-21 CALF PACER FDS TR181.5K shares0.97%2025-12-312026-01-21 EJAN INNOVATOR ETFS TRUST224.9K shares0.82%2025-12-312026-01-21 VXF VANGUARD INDEX FDS32.4K shares-0.32%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR179.1K shares-0.54%2025-12-312026-01-21 VTV VANGUARD INDEX FDS28.3K shares0.93%2025-12-312026-01-21 NJAN INNOVATOR ETFS TRUST96.2K shares-0.48%2025-12-312026-01-21 JULW AIM ETF PRODUCTS TRUST122.7K shares0.68%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR170.4K shares0.05%2025-12-312026-01-21 JANW AIM ETF PRODUCTS TRUST97.1K shares-0.58%2025-12-312026-01-21 VIGI VANGUARD WHITEHALL FDS29.5K shares1.05%2025-12-312026-01-21 PBJA PGIM ROCK ETF TR84.4K shares0.53%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR107.3K shares-1.04%2025-12-312026-01-21 OCTW AIM ETF PRODUCTS TRUST60.5K shares0.00%2025-12-312026-01-21 PJUL INNOVATOR ETFS TRUST46.1K shares1.20%2025-12-312026-01-21 IJUL INNOVATOR ETFS TRUST58.1K shares1.73%2025-12-312026-01-21 MOAT VANECK ETF TRUST17.8K shares1.12%2025-12-312026-01-21 DFUS DIMENSIONAL ETF TRUST21.9K shares0.00%2025-12-312026-01-21 VEU VANGUARD INTL EQUITY INDEX F21.9K shares0.02%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS20.1K shares2.91%2025-12-312026-01-21 VGT VANGUARD WORLD FD2.1K shares-1.59%2025-12-312026-01-21 DFAT DIMENSIONAL ETF TRUST25.9K shares31.68%2025-12-312026-01-21 SCHM SCHWAB STRATEGIC TR50.3K shares0.04%2025-12-312026-01-21 KJUL INNOVATOR ETFS TRUST45.9K shares2.46%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR48.6K shares1.99%2025-12-312026-01-21 COWG PACER FDS TR40.0K shares4.03%2025-12-312026-01-21 UJAN INNOVATOR ETFS TRUST31.3K shares-0.95%2025-12-312026-01-21 AAPL APPLE INC4.9K shares0.00%2025-12-312026-01-21 APRW AIM ETF PRODUCTS TRUST36.6K shares0.00%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS4.0K shares0.00%2025-12-312026-01-21 PDEC INNOVATOR ETFS TRUST26.5K shares0.00%2025-12-312026-01-21 VFVA VANGUARD WELLINGTON FD8.5K shares8.11%2025-12-312026-01-21 LLY ELI LILLY & CO1.0K shares0.00%2025-12-312026-01-21 MSFT MICROSOFT CORP2.2K shares0.00%2025-12-312026-01-21 PBFR PGIM ROCK ETF TR36.0K shares1.58%2025-12-312026-01-21 VUG VANGUARD INDEX FDS1.9K shares0.05%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW1.1K shares0.00%2025-12-312026-01-21 VHT VANGUARD WORLD FD3.1K shares-1.43%2025-12-312026-01-21 NVDA NVIDIA CORPORATION4.6K shares0.54%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR28.9K shares-7.03%2025-12-312026-01-21 COWZ PACER FDS TR13.0K shares2.43%2025-12-312026-01-21 VFH VANGUARD WORLD FD5.2K shares-2.27%2025-12-312026-01-21 IOCT INNOVATOR ETFS TRUST18.4K shares5.14%2025-12-312026-01-21 VCIT VANGUARD SCOTTSDALE FDS7.4K shares-0.36%2025-12-312026-01-21 KOCT INNOVATOR ETFS TRUST18.2K shares0.00%2025-12-312026-01-21 SPXT PROSHARES TR5.3K shares-13.58%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.04%2025-12-312026-01-21 NJUL INNOVATOR ETFS TRUST6.7K shares0.00%2025-12-312026-01-21 UOCT INNOVATOR ETFS TRUST12.0K shares0.00%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS9.2K shares-42.17%2025-12-312026-01-21 KAPR INNOVATOR ETFS TRUST11.9K shares0.00%2025-12-312026-01-21 POCT INNOVATOR ETFS TRUST9.5K shares-20.79%2025-12-312026-01-21 BIV VANGUARD BD INDEX FDS5.4K shares1.38%2025-12-312026-01-21 DECW AIM ETF PRODUCTS TRUST11.0K shares0.00%2025-12-312026-01-21 VCR VANGUARD WORLD FD932 shares0.11%2025-12-312026-01-21 AMZN AMAZON COM INC1.6K shares14.44%2025-12-312026-01-21 VOE VANGUARD INDEX FDS1.9K shares4.80%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-21 GLD SPDR GOLD TR808 shares0.00%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR2.2K shares100.00%2025-12-312026-01-21 DFIV DIMENSIONAL ETF TRUST6.1K shares0.00%2025-12-312026-01-21 ED CONSOLIDATED EDISON INC3.0K shares0.00%2025-12-312026-01-21 FTV FORTIVE CORP5.0K shares0.00%2025-12-312026-01-21 VOT VANGUARD INDEX FDS996 shares0.00%2025-12-312026-01-21 ABBV ABBVIE INC1.1K shares8.90%2025-12-312026-01-21 DFLV DIMENSIONAL ETF TRUST7.5K shares5.32%2025-12-312026-01-21 HD HOME DEPOT INC724 shares0.00%2025-12-312026-01-21 HON HONEYWELL INTL INC1.2K shares0.00%2025-12-312026-01-21 DFIC DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-21 DFSB DIMENSIONAL ETF TRUST4.4K sharesnew addition2025-12-312026-01-21 AMGN AMGEN INC692 sharesnew addition2025-12-312026-01-21 CW CURTISS WRIGHT CORP405 shares0.00%2025-12-312026-01-21 SCHK SCHWAB STRATEGIC TR6.8K shares0.00%2025-12-312026-01-21 PBJL PGIM ROCK ETF TR7.1K shares0.00%2025-12-312026-01-21 CVS CVS HEALTH CORP2.7K shares-2.57%2025-12-312026-01-21 META META PLATFORMS INC318 shares0.00%2025-12-312026-01-21 PAPR INNOVATOR ETFS TRUST5.3K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available