Long Island Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Melville, NY
CIK
0002011177
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
73
141,599
VTI, SPXT, KJAN, IJAN
13F-HR
5/13/2024
000196579624000002
Q4 2023
434
140,203
VTI, SPXT, KJAN, IJAN
13F-HR
2/14/2024
000201117724000001