Long Island Wealth Management, Inc. Reduced Holdings in Q2 2024

Long Island Wealth Management, Inc.

  • $142 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-12.5K
- 17.07%
N/A
60.8K $1.96B
KJUL
Innovator U.S. Small Cap Power

Technology
-11.4K
- 24.55%
$26.59 - $28.26 $304K - $323K
35.1K $970M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-8.62K
- 17.67%
$37.29 - $38.87 $321K - $335K
40.1K $1.56B
IJUL
Innovator Etfs Tr

ETFs
-7.55K
- 19.68%
$27.14 - $28.98 $205K - $219K
30.8K $866M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-1.65K
- 1.12%
$80.99 - $85.18 $134K - $141K
145K $12.3B
VHT
Vanguard Health Care ETF

ETFs
-339
- 2.33%
$252.83 - $269.37 $85.7K - $91.3K
14.2K $3.79B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-88
- 1.02%
$396.73 - $420.24 $34.9K - $37K
8.55K $3.48B
VFH
Vanguard Financial ETF

ETFs
-387
- 1.19%
$95.9 - $103.0 $37.1K - $39.9K
32.2K $3.21B
BAX
Baxter International Inc

Healthcare
-258
- 2.4%
$32.87 - $43.55 $8.48K - $11.2K
10.5K $351M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1
- 0.01%
$43.12 - $48.83 $43.1 - $48.8
14.9K $647M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-450
- 26.67%
$170.63 - $199.67 $76.8K - $89.9K
1.24K $244M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-1
- 0.01%
$110.79 - $118.48 $111 - $118
6.87K $777M
VIG
Vanguard Dividend Appreciation

ETFs
-231
- 9.01%
$173.33 - $185.29 $40K - $42.8K
2.33K $426M
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 2.95%
$325.1 - $368.03 $7.15K - $8.1K
724 $249M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-428
- 2.12%
$49.55 - $50.44 $21.2K - $21.6K
19.8K $991M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1
- 0.01%
$71.74 - $75.86 $71.7 - $75.9
16.1K $1.19B
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-1.87K
- 4.46%
$35.2 - $37.12 $65.7K - $69.3K
40K $1.48B
POCT
Innovator U.S. Equity Power Bu

ETFs
-900
- 6.46%
$37.05 - $38.29 $33.3K - $34.5K
13K $499M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1
- 0.01%
$45.24 - $49.04 $45.2 - $49
10.9K $517M
HBI
Hanesbrands Inc.

Consumer Cyclical
-5
- 0.03%
$4.44 - $5.74 $22.2 - $28.7
17.1K $84M
VEU
Vanguard Ftse All World Ex Us

ETFs
-234
- 0.96%
$56.22 - $60.47 $13.2K - $14.1K
24.1K $1.41B
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-544
- 2.55%
N/A
20.8K $646M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-539
- 1.43%
N/A
37.1K $1.28B
HON
Honeywell International Inc

Industrials
-5
- 0.41%
$190.36 - $215.89 $952 - $1.08K
1.2K $256M
AMGN
Amgen Inc

Healthcare
-14
- 1.97%
$262.75 - $319.31 $3.68K - $4.47K
695 $217M
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-539
- 1.02%
N/A
52.1K $1.73B
BALT
Innovator Etfs Tr
-304
- 0.66%
$28.96 - $30.04 $8.8K - $9.13K
45.8K $1.38B
MSFT
Microsoft Corp

Technology
-10
- 0.47%
$389.33 - $452.85 $3.89K - $4.53K
2.1K $938M
Innovator Etfs Trust
-534
- 0.63%
N/A
84.9K $2.53B
VUG
Vanguard Growth ETF

ETFs
-1
- 0.05%
$322.46 - $377.11 $322 - $377
2.16K $807M
Pacer Fds Tr
-1.35K
- 0.84%
N/A
159K $4.32B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-625
- 1.29%
$87.04 - $101.61 $54.4K - $63.5K
47.9K $4.83B
VGT
Vanguard Information Technolog

ETFs
-101
- 1.26%
$479.9 - $588.82 $48.5K - $59.5K
7.91K $4.56B
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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