Long Island Wealth Management, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Nov 13, 2024
Value $: $152M
Signature - Title: Jeffrey J. Myers - Chief Compliance Officer
Location: Melville, NY
Summary: This page shows a list of all the recent 13F filings made by Long Island Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Long Island Wealth Management, Inc. reported 67 stock holdings with total value $152M as of Q3 2024. Top holdings included VTI, SPXT, KJAN, IJAN, and SCHG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	67	$152M	+$13.4M	-$11.1M	+$2.26M	VTI, SPXT, KJAN, IJAN, SCHG	13F-HR	11/12/2024, 07:13 PM
Q2 2024	71	$142M	+$1.93M	-$2.87M	-$935K	VTI, SPXT, KJAN, IJAN, VXF	13F-HR	8/15/2024, 11:06 AM
Q1 2024	73	$142M	+$4.11M	-$12.2M	-$8.08M	VTI, SPXT, KJAN, IJAN, VXF	13F-HR	5/13/2024, 12:21 PM
Q4 2023	418	$140M	$0	$0		VTI, SPXT, KJAN, IJAN, VXF	13F-HR	2/14/2024, 02:13 PM