Long Island Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2024 67 152,267 VTI, SPXT, KJAN, IJAN 13F-HR 11/12/2024 000201117724000005
Q2 2024 71 141,744 VTI, SPXT, KJAN, IJAN 13F-HR 8/15/2024 000201117724000003
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