HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
59,274 | +59,274 | $14,061 |
| VTI | 59,274 | +59,274 | $14,061 |
| PROSHARES TR (SPXT) |
139,520 | +139,520 | $10,798 |
| SPXT | 139,520 | +139,520 | $10,798 |
| INNOVATOR ETFS TR (KJAN) |
308,832 | +308,832 | $10,596 |
| KJAN | 308,832 | +308,832 | $10,596 |
| INNOVATOR ETFS TR (IJAN) |
193,206 | +193,206 | $5,874 |
| IJAN | 193,206 | +193,206 | $5,874 |
| VANGUARD INDEX FDS (VXF) |
30,546 | +30,546 | $5,022 |
| VXF | 30,546 | +30,546 | $5,022 |
| SCHWAB STRATEGIC TR |
50,953 | +50,953 | $4,227 |
| SCHG | 50,953 | +50,953 | $4,227 |
| VANGUARD WORLD FDS (VGT) |
8,256 | +8,256 | $3,996 |
| VGT | 8,256 | +8,256 | $3,996 |
| VANGUARD INDEX FDS (VTV) |
26,579 | +26,579 | $3,974 |
| VTV | 26,579 | +26,579 | $3,974 |
| VANGUARD WORLD FDS (VHT) |
14,604 | +14,604 | $3,661 |
| VHT | 14,604 | +14,604 | $3,661 |
| PACER FDS TR |
153,330 | +153,330 | $3,655 |
| COWG | 153,330 | +153,330 | $3,655 |
| INNOVATOR ETFS TR (PJAN) |
87,564 | +87,564 | $3,261 |
| PJAN | 87,564 | +87,564 | $3,261 |
| SCHWAB STRATEGIC TR |
58,087 | +58,087 | $3,234 |
| SCHB | 58,087 | +58,087 | $3,234 |
 BERKSHIRE HATHAWAY INC DEL |
$3,082 | ||
| BRK.B | 8,640 | +8,640 | $3,082 |
| VANGUARD WORLD FDS (VFH) |
32,769 | +32,769 | $3,023 |
| VFH | 32,769 | +32,769 | $3,023 |
| SCHWAB STRATEGIC TR |
66,618 | +66,618 | $2,462 |
| SCHF | 66,618 | +66,618 | $2,462 |
| CONSOLIDATED EDISON INC |
26,917 | +26,917 | $2,449 |
| ED | 26,917 | +26,917 | $2,449 |
| INNOVATOR ETFS TR (EJAN) |
83,735 | +83,735 | $2,401 |
| EJAN | 83,735 | +83,735 | $2,401 |
| DANAHER CORPORATION |
10,265 | +10,265 | $2,375 |
| DHR | 10,265 | +10,265 | $2,375 |
| VANGUARD WHITEHALL FDS (VIGI) |
28,998 | +28,998 | $2,301 |
| VIGI | 28,998 | +28,998 | $2,301 |
| VANGUARD INDEX FDS (VOO) |
5,156 | +5,156 | $2,253 |
| VOO | 5,156 | +5,156 | $2,253 |
| AIM ETF PRODUCTS TRUST (JANW) |
72,225 | +72,225 | $2,188 |
| JANW | 72,225 | +72,225 | $2,188 |
| INNOVATOR ETFS TR (PJUL) |
57,670 | +57,670 | $2,087 |
| PJUL | 57,670 | +57,670 | $2,087 |
| AIM ETF PRODUCTS TRUST (JULW) |
52,598 | +52,598 | $1,641 |
| JULW | 52,598 | +52,598 | $1,641 |
| INNOVATOR ETFS TR (KJUL) |
56,238 | +56,238 | $1,523 |
| KJUL | 56,238 | +56,238 | $1,523 |
| AIM ETF PRODUCTS TRUST (OCTW) |
45,541 | +45,541 | $1,490 |
| OCTW | 45,541 | +45,541 | $1,490 |
| INNOVATOR ETFS TR (UJAN) |
42,270 | +42,270 | $1,455 |
| UJAN | 42,270 | +42,270 | $1,455 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
24,720 | +24,720 | $1,388 |
| VEU | 24,720 | +24,720 | $1,388 |
| DIMENSIONAL ETF TRUST (DFAT) |
26,438 | +26,438 | $1,384 |
| DFAT | 26,438 | +26,438 | $1,384 |
| INVESCO EXCH TRADED FD TR II (SPLV) |
21,568 | +21,568 | $1,351 |
| SPLV | 21,568 | +21,568 | $1,351 |
| PACER FDS TR |
25,182 | +25,182 | $1,309 |
| COWZ | 25,182 | +25,182 | $1,309 |
| INNOVATOR ETFS TR (IJUL) |
46,066 | +46,066 | $1,249 |
| IJUL | 46,066 | +46,066 | $1,249 |
| INNOVATOR ETFS TR (PDEC) |
35,309 | +35,309 | $1,239 |
| PDEC | 35,309 | +35,309 | $1,239 |
| SCHWAB STRATEGIC TR |
17,252 | +17,252 | $1,209 |
| SCHV | 17,252 | +17,252 | $1,209 |
| INNOVATOR ETFS TR (BALT) |
38,914 | +38,914 | $1,112 |
| BALT | 38,914 | +38,914 | $1,112 |
| VANGUARD MUN BD FDS (VTEB) |
20,057 | +20,057 | $1,024 |
| VTEB | 20,057 | +20,057 | $1,024 |
| AMERICAN FINL GROUP INC OHIO |
7,528 | +7,528 | $895 |
| AFG | 7,528 | +7,528 | $895 |
| VANGUARD WELLINGTON FD (VFVA) |
6,864 | +6,864 | $773 |
| VFVA | 6,864 | +6,864 | $773 |
| APPLE INC |
4,010 | +4,010 | $772 |
| AAPL | 4,010 | +4,010 | $772 |
| MICROSOFT CORP |
2,007 | +2,007 | $755 |
| MSFT | 2,007 | +2,007 | $755 |
| COSTCO WHSL CORP NEW |
1,100 | +1,100 | $726 |
| COST | 1,100 | +1,100 | $726 |
| SCHWAB STRATEGIC TR |
9,504 | +9,504 | $716 |
| SCHM | 9,504 | +9,504 | $716 |
| VANGUARD INDEX FDS (VUG) |
2,156 | +2,156 | $670 |
| VUG | 2,156 | +2,156 | $670 |
| AIM ETF PRODUCTS TRUST (APRW) |
21,313 | +21,313 | $629 |
| APRW | 21,313 | +21,313 | $629 |
| PACER FDS TR |
13,025 | +13,025 | $626 |
| CALF | 13,025 | +13,025 | $626 |
| VANGUARD INTL EQUITY INDEX F (VT) |
5,795 | +5,795 | $596 |
| VT | 5,795 | +5,795 | $596 |
| ELI LILLY & CO |
1,020 | +1,020 | $595 |
| LLY | 1,020 | +1,020 | $595 |
| VANGUARD BD INDEX FDS (BIV) |
7,584 | +7,584 | $579 |
| BIV | 7,584 | +7,584 | $579 |
| INNOVATOR ETFS TR (UOCT) |
17,596 | +17,596 | $570 |
| UOCT | 17,596 | +17,596 | $570 |
| EDWARDS LIFESCIENCES CORP |
7,441 | +7,441 | $567 |
| EW | 7,441 | +7,441 | $567 |
| SCHWAB STRATEGIC TR |
11,386 | +11,386 | $538 |
| SCHA | 11,386 | +11,386 | $538 |
See Full List: All Stocks Held By Long Island Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Long Island Wealth Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $140,203 At 09/30/2023: $0 Long Island Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Long Island Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
