Long Island Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
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
Q4 2023 434 140,203 VTI, SPXT, KJAN, IJAN 13F-HR 2/14/2024 000201117724000001