Long Island Wealth Management, Inc. Purchases in Q4 2025

Long Island Wealth Management, Inc.

  • $211 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IJAN
Innovator Etfs Tr Intl Dev Pwr
12.1K
+ 2.92%
N/A
425K $15.4B
Innovator Etfs Trust
4.41K
+ 1.02%
N/A
436K $18B
VTI
Vanguard Total Stock Market Et

ETFs
68
+ 0.12%
$321.8 - $337.95 $21.9K - $23K
56.2K $18.8B
Profesionally Managed Portfo
6.37K
New
N/A
6.37K $417M
VT
Vanguard Total World Stk Index

ETFs
1.02K
+ 1.25%
$135.16 - $141.78 $138K - $145K
82.6K $11.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
6.24K
+ 31.68%
$55.75 - $58.83 $348K - $367K
25.9K $1.54B
BALT
Innovator Etfs Tr
6.9K
+ 2.89%
$32.7 - $33.07 $226K - $228K
246K $8.23B
DFSB
Dimensional ETF Tr Dimensional
4.37K
New
N/A
4.37K $227M
AMGN
Amgen Inc

Healthcare
692
New
$290.13 - $341.71 $201K - $236K
692 $226M
Innovator Etfs Trust
1.83K
+ 0.82%
N/A
225K $7.6B
VTV
Vanguard Value ETF

ETFs
260
+ 0.93%
$182.87 - $189.72 $47.5K - $49.3K
28.3K $5.4B
VFVA
Vanguard Wellington Fd U S Val

ETFs
635
+ 8.11%
$122.89 - $129.42 $78K - $82.2K
8.47K $1.12B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
823
+ 0.68%
N/A
123K $4.8B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
196
+ 1.12%
N/A
17.8K $1.84B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
79
+ 0.05%
$25.2 - $26.46 $1.99K - $2.09K
170K $4.47B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
306
+ 1.05%
$88.45 - $91.41 $27.1K - $28K
29.5K $2.7B
IJUL
Innovator Etfs Tr

ETFs
986
+ 1.73%
$32.46 - $33.16 $32K - $32.7K
58.1K $1.95B
Pgim Rock ETF Tr
441
+ 0.53%
N/A
84.4K $2.61B
KJUL
Innovator U.S. Small Cap Power

Technology
1.1K
+ 2.46%
$30.72 - $31.39 $33.8K - $34.5K
45.9K $1.45B
PJUL
Innovator U.S. Equity Power Bu

ETFs
545
+ 1.2%
$45.22 - $46.04 $24.6K - $25.1K
46.1K $2.14B
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 14.44%
$213.04 - $254.0 $42.6K - $50.8K
1.59K $366M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
309
+ 2.43%
$55.63 - $58.98 $17.2K - $18.2K
13K $784M
SCHV
Schwab Strategic Tr Us Large C

ETFs
949
+ 1.99%
$28.46 - $29.45 $27K - $27.9K
48.6K $1.44B
VEU
Vanguard Ftse All World Ex Us

ETFs
4
+ 0.02%
$70.2 - $73.89 $281 - $296
22K $1.61B
IOCT
Innovator Etfs Tr Intl Dev Pow
899
+ 5.14%
N/A
18.4K $641M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
569
+ 2.91%
$79.55 - $80.13 $45.3K - $45.6K
20.1K $1.61B
Pgim Rock ETF Tr
560
+ 1.58%
N/A
36K $1.05B
Dimensional ETF Trust
380
+ 5.32%
N/A
7.53K $257M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18
+ 0.04%
$28.9 - $30.17 $520 - $543
50.3K $1.51B
VOE
Vanguard Mid Cap Value Index F

ETFs
89
+ 4.8%
$169.53 - $176.53 $15.1K - $15.7K
1.94K $345M
ABBV
Abb Vie Inc.

Healthcare
93
+ 8.9%
$211.96 - $244.38 $19.7K - $22.7K
1.14K $260M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.05%
$470.44 - $504.26 $470 - $504
1.95K $950M
Pacer Fds Tr
1.55K
+ 4.03%
N/A
40K $1.41B
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.04%
N/A
2.34K $514M
XLK
Technology Sector Spdr

ETFs
1.09K
+ 100.0%
$278.39 - $304.13 $304K - $332K
2.18K $314M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
73
+ 1.38%
$77.73 - $78.84 $5.67K - $5.76K
5.36K $417M
NVDA
Nvidia Corp

Technology
25
+ 0.54%
$179.83 - $207.04 $4.5K - $5.18K
4.63K $863M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.11%
$376.54 - $399.33 $377 - $399
932 $367M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
82
+ 0.38%
$70.3 - $73.05 $5.76K - $5.99K
21.9K $1.56B
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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