Long Island Wealth Management
Latest statistics and disclosures from Long Island Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002011177
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Portfolio Holdings for Long Island Wealth Management
Long Island Wealth Management holds 434 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 10.0 | $14M | 59k | 237.22 |
|
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| Proshares Tr Sp500 Ex Tech (SPXT) | 7.7 | $11M | 140k | 77.39 |
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| Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) | 7.6 | $11M | 309k | 34.31 |
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| Innovator Etfs Tr Intrnl Dev Jan (IJAN) | 4.2 | $5.9M | 193k | 30.40 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.6 | $5.0M | 31k | 164.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.0 | $4.2M | 51k | 82.96 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 2.9 | $4.0M | 8.3k | 484.01 |
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| Vanguard Index Fds Value Etf (VTV) | 2.8 | $4.0M | 27k | 149.52 |
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| Vanguard World Fds Health Car Etf (VHT) | 2.6 | $3.7M | 15k | 250.68 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 2.6 | $3.7M | 153k | 23.84 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 2.3 | $3.3M | 88k | 37.24 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.3 | $3.2M | 58k | 55.68 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.1M | 8.6k | 356.71 |
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| Vanguard World Fds Financials Etf (VFH) | 2.2 | $3.0M | 33k | 92.25 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $2.5M | 67k | 36.96 |
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| Consolidated Edison (ED) | 1.7 | $2.4M | 27k | 90.98 |
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| Innovator Etfs Tr Emrgng Mkt Jan (EJAN) | 1.7 | $2.4M | 84k | 28.67 |
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| Danaher Corporation (DHR) | 1.7 | $2.4M | 10k | 231.37 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.6 | $2.3M | 29k | 79.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $2.3M | 5.2k | 436.97 |
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| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 1.6 | $2.2M | 72k | 30.29 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 1.5 | $2.1M | 58k | 36.19 |
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| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 1.2 | $1.6M | 53k | 31.20 |
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| Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) | 1.1 | $1.5M | 56k | 27.08 |
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| Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) | 1.1 | $1.5M | 46k | 32.72 |
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| Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) | 1.0 | $1.5M | 42k | 34.42 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $1.4M | 25k | 56.15 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.0 | $1.4M | 26k | 52.35 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.0 | $1.4M | 22k | 62.64 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.9 | $1.3M | 25k | 51.98 |
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| Innovator Etfs Tr Intrnl Dev July (IJUL) | 0.9 | $1.2M | 46k | 27.11 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.9 | $1.2M | 35k | 35.09 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $1.2M | 17k | 70.08 |
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| Innovator Etfs Tr Defined Wlt Shld (BALT) | 0.8 | $1.1M | 39k | 28.58 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $1.0M | 20k | 51.05 |
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| American Financial (AFG) | 0.6 | $895k | 7.5k | 118.89 |
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| Vanguard Wellington Us Value Factr (VFVA) | 0.6 | $773k | 6.9k | 112.62 |
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| Apple (AAPL) | 0.6 | $772k | 4.0k | 192.52 |
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| Microsoft Corporation (MSFT) | 0.5 | $755k | 2.0k | 376.18 |
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| Costco Wholesale Corporation (COST) | 0.5 | $726k | 1.1k | 660.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $716k | 9.5k | 75.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $670k | 2.2k | 310.76 |
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| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.4 | $629k | 21k | 29.51 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.4 | $626k | 13k | 48.06 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $596k | 5.8k | 102.85 |
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| Eli Lilly & Co. (LLY) | 0.4 | $595k | 1.0k | 583.33 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $579k | 7.6k | 76.34 |
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| Innovator Etfs Tr Us Eqty Ultra B (UOCT) | 0.4 | $570k | 18k | 32.39 |
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| Edwards Lifesciences (EW) | 0.4 | $567k | 7.4k | 76.20 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $538k | 11k | 47.25 |
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| Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) | 0.4 | $533k | 19k | 27.53 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.4 | $503k | 14k | 36.12 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.3 | $450k | 1.5k | 304.26 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $436k | 2.6k | 170.51 |
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| Baxter International (BAX) | 0.3 | $412k | 11k | 38.68 |
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| Fortive (FTV) | 0.3 | $371k | 5.0k | 73.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $369k | 899.00 | 410.46 |
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| NVIDIA Corporation (NVDA) | 0.3 | $363k | 733.00 | 495.23 |
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| Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) | 0.2 | $347k | 12k | 29.18 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $346k | 3.2k | 108.36 |
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| Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) | 0.2 | $339k | 6.2k | 55.10 |
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| Innovator Etfs Tr Emrgng Mkt July (EJUL) | 0.2 | $327k | 14k | 23.61 |
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| Innovator Etfs Tr GRWT100 PWR BF (NJAN) | 0.2 | $310k | 7.4k | 41.70 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $284k | 1.7k | 168.35 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $282k | 3.4k | 82.34 |
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| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.2 | $278k | 9.8k | 28.37 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $272k | 3.5k | 77.49 |
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| Home Depot (HD) | 0.2 | $258k | 745.00 | 346.31 |
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| Honeywell International (HON) | 0.2 | $252k | 1.2k | 210.00 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $228k | 9.2k | 24.82 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 0.2 | $221k | 1.2k | 190.68 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $210k | 1.1k | 192.48 |
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| Amgen (AMGN) | 0.1 | $204k | 708.00 | 288.14 |
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| CVS Caremark Corporation (CVS) | 0.1 | $199k | 2.5k | 79.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $184k | 792.00 | 232.32 |
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| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.1 | $178k | 5.4k | 32.78 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $169k | 1.2k | 144.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $156k | 1.1k | 140.67 |
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| Innovator Etfs Tr GRWT100 PWR BF (NAPR) | 0.1 | $156k | 3.5k | 44.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $154k | 808.00 | 190.59 |
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| Amazon (AMZN) | 0.1 | $152k | 1.0k | 151.55 |
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| Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 0.1 | $149k | 5.8k | 25.79 |
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| Innovator Etfs Tr Emerging Mkt Pwr (EOCT) | 0.1 | $148k | 6.3k | 23.68 |
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| Abbvie (ABBV) | 0.1 | $148k | 953.00 | 155.30 |
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| Meta Platforms Cl A (META) | 0.1 | $148k | 418.00 | 354.07 |
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| Innovator Etfs Tr International Dv (IOCT) | 0.1 | $137k | 4.9k | 27.85 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $127k | 1.5k | 83.99 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $125k | 914.00 | 136.76 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $120k | 707.00 | 169.73 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $119k | 1.0k | 113.98 |
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| Illinois Tool Works (ITW) | 0.1 | $117k | 445.00 | 262.92 |
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| Walt Disney Company (DIS) | 0.1 | $109k | 1.2k | 89.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $108k | 1.3k | 81.63 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $108k | 487.00 | 221.77 |
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| Vanguard Wellington Us Quality (VFQY) | 0.1 | $108k | 852.00 | 126.76 |
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| Innovator Etfs Tr Us Eqty Ultra B (UDEC) | 0.1 | $98k | 3.1k | 31.97 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $97k | 542.00 | 178.97 |
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| Textron (TXT) | 0.1 | $96k | 1.2k | 80.20 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $95k | 1.3k | 72.41 |
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| Curtiss-Wright (CW) | 0.1 | $90k | 405.00 | 222.22 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $88k | 1.4k | 64.56 |
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| Align Technology (ALGN) | 0.1 | $86k | 315.00 | 273.02 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $85k | 3.7k | 23.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $85k | 1.1k | 75.76 |
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| Pfizer (PFE) | 0.1 | $84k | 2.9k | 28.88 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $84k | 188.00 | 446.81 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $83k | 2.0k | 40.89 |
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| Kemper Corp Del (KMPR) | 0.1 | $82k | 1.7k | 48.64 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $77k | 563.00 | 136.77 |
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| Abbott Laboratories (ABT) | 0.1 | $76k | 693.00 | 109.67 |
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| Hanesbrands (HBI) | 0.1 | $75k | 17k | 4.44 |
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| Vanguard World Fds Energy Etf (VDE) | 0.1 | $73k | 620.00 | 117.74 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $72k | 1.3k | 55.05 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $72k | 613.00 | 117.46 |
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| Goldman Sachs (GS) | 0.1 | $71k | 183.00 | 387.98 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $69k | 686.00 | 100.58 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $69k | 653.00 | 105.67 |
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| Vontier Corporation (VNT) | 0.0 | $69k | 2.0k | 34.36 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $69k | 152.00 | 453.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $68k | 488.00 | 139.34 |
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| Tesla Motors (TSLA) | 0.0 | $67k | 269.00 | 249.07 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $67k | 1.5k | 43.85 |
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| Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $65k | 814.00 | 79.85 |
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| Merck & Co (MRK) | 0.0 | $61k | 556.00 | 109.71 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $60k | 675.00 | 88.89 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $57k | 411.00 | 138.69 |
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| Docusign (DOCU) | 0.0 | $55k | 919.00 | 59.85 |
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| Sirius Xm Holdings (SIRI) | 0.0 | $54k | 9.8k | 5.49 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $51k | 358.00 | 142.46 |
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| Intel Corporation (INTC) | 0.0 | $51k | 1.0k | 50.70 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $50k | 640.00 | 78.12 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $43k | 101.00 | 425.74 |
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| Visa Com Cl A (V) | 0.0 | $40k | 153.00 | 261.44 |
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| UnitedHealth (UNH) | 0.0 | $39k | 75.00 | 520.00 |
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| Axon Enterprise (AXON) | 0.0 | $39k | 150.00 | 260.00 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $38k | 442.00 | 85.97 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $38k | 179.00 | 212.29 |
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| Linde SHS (LIN) | 0.0 | $37k | 89.00 | 415.73 |
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| Broadcom (AVGO) | 0.0 | $36k | 32.00 | 1125.00 |
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| Verizon Communications (VZ) | 0.0 | $36k | 964.00 | 37.34 |
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| Corning Incorporated (GLW) | 0.0 | $35k | 1.1k | 30.65 |
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| Vanguard World Fds Materials Etf (VAW) | 0.0 | $35k | 182.00 | 192.31 |
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| Advanced Micro Devices (AMD) | 0.0 | $34k | 231.00 | 147.19 |
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| Biogen Idec (BIIB) | 0.0 | $34k | 133.00 | 255.64 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.0 | $33k | 690.00 | 47.83 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $33k | 464.00 | 71.12 |
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| Johnson & Johnson (JNJ) | 0.0 | $33k | 212.00 | 155.66 |
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| PerkinElmer (RVTY) | 0.0 | $33k | 304.00 | 108.55 |
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| Equifax (EFX) | 0.0 | $33k | 132.00 | 250.00 |
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| Moderna (MRNA) | 0.0 | $33k | 330.00 | 100.00 |
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| TJX Companies (TJX) | 0.0 | $33k | 351.00 | 94.02 |
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| Chevron Corporation (CVX) | 0.0 | $31k | 206.00 | 150.49 |
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| Innovator Etfs Tr Emrgng Mkt April (EAPR) | 0.0 | $29k | 1.2k | 24.79 |
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| Cisco Systems (CSCO) | 0.0 | $28k | 563.00 | 49.73 |
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| Uber Technologies (UBER) | 0.0 | $27k | 444.00 | 60.81 |
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| Procter & Gamble Company (PG) | 0.0 | $26k | 177.00 | 146.89 |
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| Union Pacific Corporation (UNP) | 0.0 | $26k | 104.00 | 250.00 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $25k | 428.00 | 58.41 |
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| Hasbro (HAS) | 0.0 | $24k | 476.00 | 50.42 |
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| Netflix (NFLX) | 0.0 | $24k | 50.00 | 480.00 |
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| Nextera Energy (NEE) | 0.0 | $24k | 388.00 | 61.86 |
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| Dex (DXCM) | 0.0 | $24k | 194.00 | 123.71 |
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| Western Union Company (WU) | 0.0 | $23k | 1.9k | 12.06 |
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| Caterpillar (CAT) | 0.0 | $22k | 74.00 | 297.30 |
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| S&p Global (SPGI) | 0.0 | $22k | 49.00 | 448.98 |
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| Motorola Solutions Com New (MSI) | 0.0 | $21k | 66.00 | 318.18 |
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| Applied Materials (AMAT) | 0.0 | $21k | 128.00 | 164.06 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $20k | 33.00 | 606.06 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $19k | 55.00 | 345.45 |
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| Gilead Sciences (GILD) | 0.0 | $19k | 235.00 | 80.85 |
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| Oracle Corporation (ORCL) | 0.0 | $18k | 172.00 | 104.65 |
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| salesforce (CRM) | 0.0 | $18k | 69.00 | 260.87 |
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| Wal-Mart Stores (WMT) | 0.0 | $18k | 115.00 | 156.52 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $18k | 279.00 | 64.52 |
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| Philip Morris International (PM) | 0.0 | $17k | 183.00 | 92.90 |
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| Pepsi (PEP) | 0.0 | $17k | 100.00 | 170.00 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $16k | 53.00 | 301.89 |
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| Cadence Design Systems (CDNS) | 0.0 | $16k | 59.00 | 271.19 |
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| Coca-Cola Company (KO) | 0.0 | $16k | 269.00 | 59.48 |
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| United Parcel Service CL B (UPS) | 0.0 | $16k | 102.00 | 156.86 |
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| Intuit (INTU) | 0.0 | $16k | 25.00 | 640.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $16k | 224.00 | 71.43 |
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| Synopsys (SNPS) | 0.0 | $15k | 30.00 | 500.00 |
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| Nike CL B (NKE) | 0.0 | $15k | 135.00 | 111.11 |
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| American Tower Reit (AMT) | 0.0 | $15k | 69.00 | 217.39 |
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| Booking Holdings (BKNG) | 0.0 | $14k | 4.00 | 3500.00 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $13k | 188.00 | 69.15 |
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| United Rentals (URI) | 0.0 | $13k | 23.00 | 565.22 |
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| AutoZone (AZO) | 0.0 | $13k | 5.00 | 2600.00 |
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| General Electric Com New (GE) | 0.0 | $12k | 91.00 | 131.87 |
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| Dominion Resources (D) | 0.0 | $12k | 246.00 | 48.78 |
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| Innovator Etfs Tr Us Eqty Buf Dec (BDEC) | 0.0 | $12k | 302.00 | 39.74 |
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| Metropcs Communications (TMUS) | 0.0 | $11k | 66.00 | 166.67 |
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| Moody's Corporation (MCO) | 0.0 | $11k | 28.00 | 392.86 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $11k | 67.00 | 164.18 |
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| Schlumberger Com Stk (SLB) | 0.0 | $11k | 215.00 | 51.16 |
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| Servicenow (NOW) | 0.0 | $11k | 15.00 | 733.33 |
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| Boeing Company (BA) | 0.0 | $11k | 41.00 | 268.29 |
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| Eaton Corp SHS (ETN) | 0.0 | $11k | 45.00 | 244.44 |
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| Anthem (ELV) | 0.0 | $11k | 24.00 | 458.33 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $11k | 57.00 | 192.98 |
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| Crown Castle Intl (CCI) | 0.0 | $11k | 96.00 | 114.58 |
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| Starbucks Corporation (SBUX) | 0.0 | $11k | 113.00 | 97.35 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $10k | 73.00 | 136.99 |
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| Prologis (PLD) | 0.0 | $10k | 73.00 | 136.99 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $10k | 19.00 | 526.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $10k | 79.00 | 126.58 |
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| American Express Company (AXP) | 0.0 | $10k | 52.00 | 192.31 |
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| McDonald's Corporation (MCD) | 0.0 | $10k | 35.00 | 285.71 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $10k | 11.00 | 909.09 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $10k | 25.00 | 400.00 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $10k | 29.00 | 344.83 |
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| Cintas Corporation (CTAS) | 0.0 | $10k | 17.00 | 588.24 |
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| Diamondback Energy (FANG) | 0.0 | $10k | 66.00 | 151.52 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $10k | 167.00 | 59.88 |
|
|
| Qualcomm (QCOM) | 0.0 | $10k | 67.00 | 149.25 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $10k | 886.00 | 11.29 |
|
|
| Sprinklr Cl A (CXM) | 0.0 | $10k | 827.00 | 12.09 |
|
|
| Ametek (AME) | 0.0 | $9.0k | 54.00 | 166.67 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $9.0k | 38.00 | 236.84 |
|
|
| Roper Industries (ROP) | 0.0 | $9.0k | 16.00 | 562.50 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $9.0k | 12.00 | 750.00 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $9.0k | 49.00 | 183.67 |
|
|
| Cigna Corp (CI) | 0.0 | $9.0k | 29.00 | 310.34 |
|
|
| Progressive Corporation (PGR) | 0.0 | $9.0k | 56.00 | 160.71 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $9.0k | 33.00 | 272.73 |
|
|
| Lowe's Companies (LOW) | 0.0 | $9.0k | 41.00 | 219.51 |
|
|
| ConocoPhillips (COP) | 0.0 | $9.0k | 79.00 | 113.92 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $8.0k | 85.00 | 94.12 |
|
|
| Fiserv (FI) | 0.0 | $8.0k | 63.00 | 126.98 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $8.0k | 65.00 | 123.08 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $8.0k | 33.00 | 242.42 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $8.0k | 19.00 | 421.05 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $8.0k | 49.00 | 163.27 |
|
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $8.0k | 2.2k | 3.60 |
|
|
| Paychex (PAYX) | 0.0 | $7.0k | 59.00 | 118.64 |
|
|
| Rockwell Automation (ROK) | 0.0 | $7.0k | 24.00 | 291.67 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $7.0k | 17.00 | 411.76 |
|
|
| Msci (MSCI) | 0.0 | $7.0k | 12.00 | 583.33 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $7.0k | 7.00 | 1000.00 |
|
|
| Paccar (PCAR) | 0.0 | $7.0k | 75.00 | 93.33 |
|
|
| Micron Technology (MU) | 0.0 | $7.0k | 78.00 | 89.74 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $7.0k | 78.00 | 89.74 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $7.0k | 206.00 | 33.98 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $7.0k | 130.00 | 53.85 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $6.0k | 42.00 | 142.86 |
|
|
| Microchip Technology (MCHP) | 0.0 | $6.0k | 67.00 | 89.55 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $6.0k | 48.00 | 125.00 |
|
|
| Travelers Companies (TRV) | 0.0 | $6.0k | 31.00 | 193.55 |
|
|
| W.W. Grainger (GWW) | 0.0 | $6.0k | 7.00 | 857.14 |
|
|
| General Mills (GIS) | 0.0 | $6.0k | 85.00 | 70.59 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $6.0k | 6.00 | 1000.00 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $6.0k | 104.00 | 57.69 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $6.0k | 24.00 | 250.00 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $6.0k | 21.00 | 285.71 |
|
|
| Republic Services (RSG) | 0.0 | $6.0k | 35.00 | 171.43 |
|
|
| Southern Company (SO) | 0.0 | $6.0k | 91.00 | 65.93 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $6.0k | 89.00 | 67.42 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $6.0k | 151.00 | 39.74 |
|
|
| International Tower Hill Mines (THM) | 0.0 | $6.0k | 11k | 0.55 |
|
|
| CSX Corporation (CSX) | 0.0 | $5.0k | 153.00 | 32.68 |
|
|
| Altria (MO) | 0.0 | $5.0k | 130.00 | 38.46 |
|
|
| Key (KEY) | 0.0 | $5.0k | 325.00 | 15.38 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $5.0k | 98.00 | 51.02 |
|
|
| Target Corporation (TGT) | 0.0 | $5.0k | 38.00 | 131.58 |
|
|
| Dover Corporation (DOV) | 0.0 | $5.0k | 35.00 | 142.86 |
|
|
| MetLife (MET) | 0.0 | $5.0k | 73.00 | 68.49 |
|
|
| Medtronic SHS (MDT) | 0.0 | $5.0k | 62.00 | 80.65 |
|
|
| Okta Cl A (OKTA) | 0.0 | $5.0k | 56.00 | 89.29 |
|
|
| FedEx Corporation (FDX) | 0.0 | $5.0k | 18.00 | 277.78 |
|
|
| Cummins (CMI) | 0.0 | $5.0k | 21.00 | 238.10 |
|
|
| Deere & Company (DE) | 0.0 | $5.0k | 13.00 | 384.62 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $5.0k | 8.00 | 625.00 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $5.0k | 40.00 | 125.00 |
|
|
| Hca Holdings (HCA) | 0.0 | $5.0k | 20.00 | 250.00 |
|
|
| Equinix (EQIX) | 0.0 | $5.0k | 6.00 | 833.33 |
|
|
| Eversource Energy (ES) | 0.0 | $5.0k | 80.00 | 62.50 |
|
|
| Hess (HES) | 0.0 | $5.0k | 34.00 | 147.06 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $5.0k | 23.00 | 217.39 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $5.0k | 91.00 | 54.95 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $4.0k | 150.00 | 26.67 |
|
|
| Discover Financial Services (DFS) | 0.0 | $4.0k | 35.00 | 114.29 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $4.0k | 8.00 | 500.00 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $4.0k | 8.00 | 500.00 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $4.0k | 38.00 | 105.26 |
|
|
| AmerisourceBergen (COR) | 0.0 | $4.0k | 21.00 | 190.48 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $4.0k | 8.00 | 500.00 |
|
|
| Prudential Financial (PRU) | 0.0 | $4.0k | 40.00 | 100.00 |
|
|
| Raymond James Financial (RJF) | 0.0 | $4.0k | 32.00 | 125.00 |
|
|
| Dollar General (DG) | 0.0 | $4.0k | 31.00 | 129.03 |
|
|
| Workday Cl A (WDAY) | 0.0 | $4.0k | 13.00 | 307.69 |
|
|
| Norfolk Southern (NSC) | 0.0 | $4.0k | 17.00 | 235.29 |
|
|
| Capital One Financial (COF) | 0.0 | $4.0k | 34.00 | 117.65 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $4.0k | 66.00 | 60.61 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $4.0k | 17.00 | 235.29 |
|
|
| Kkr & Co (KKR) | 0.0 | $4.0k | 44.00 | 90.91 |
|
|
| Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) | 0.0 | $4.0k | 97.00 | 41.24 |
|
|
| Ford Motor Company (F) | 0.0 | $3.0k | 264.00 | 11.36 |
|
|
| Halliburton Company (HAL) | 0.0 | $3.0k | 92.00 | 32.61 |
|
|
| Corteva (CTVA) | 0.0 | $3.0k | 54.00 | 55.56 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $3.0k | 56.00 | 53.57 |
|
|
| Dow (DOW) | 0.0 | $3.0k | 61.00 | 49.18 |
|
|
| BlackRock (BLK) | 0.0 | $3.0k | 4.00 | 750.00 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $3.0k | 49.00 | 61.22 |
|
|
| ResMed (RMD) | 0.0 | $3.0k | 15.00 | 200.00 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $3.0k | 20.00 | 150.00 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $3.0k | 6.00 | 500.00 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $3.0k | 13.00 | 230.77 |
|
|
| Gartner (IT) | 0.0 | $3.0k | 6.00 | 500.00 |
|
|
| D.R. Horton (DHI) | 0.0 | $3.0k | 23.00 | 130.43 |
|
|
| Fastenal Company (FAST) | 0.0 | $3.0k | 46.00 | 65.22 |
|
|
| IDEX Corporation (IEX) | 0.0 | $3.0k | 15.00 | 200.00 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $3.0k | 13.00 | 230.77 |
|
|
| Humana (HUM) | 0.0 | $3.0k | 6.00 | 500.00 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $3.0k | 60.00 | 50.00 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $3.0k | 15.00 | 200.00 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $3.0k | 33.00 | 90.91 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $3.0k | 40.00 | 75.00 |
|
|
| Ingersoll Rand (IR) | 0.0 | $3.0k | 37.00 | 81.08 |
|
|
| Emerson Electric (EMR) | 0.0 | $3.0k | 31.00 | 96.77 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $3.0k | 34.00 | 88.24 |
|
|
| ON Semiconductor (ON) | 0.0 | $3.0k | 38.00 | 78.95 |
|
|
| Kraft Heinz (KHC) | 0.0 | $3.0k | 94.00 | 31.91 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $3.0k | 47.00 | 63.83 |
|
|
| Dupont De Nemours (DD) | 0.0 | $3.0k | 42.00 | 71.43 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $3.0k | 153.00 | 19.61 |
|
|
| Kinder Morgan (KMI) | 0.0 | $2.0k | 124.00 | 16.13 |
|
|
| AES Corporation (AES) | 0.0 | $2.0k | 120.00 | 16.67 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $2.0k | 120.00 | 16.67 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $2.0k | 44.00 | 45.45 |
|
|
| Ecolab (ECL) | 0.0 | $2.0k | 12.00 | 166.67 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $2.0k | 51.00 | 39.22 |
|
|
| Vici Pptys (VICI) | 0.0 | $2.0k | 51.00 | 39.22 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $2.0k | 39.00 | 51.28 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $2.0k | 14.00 | 142.86 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.0k | 30.00 | 66.67 |
|
|
| Cme (CME) | 0.0 | $2.0k | 9.00 | 222.22 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $2.0k | 40.00 | 50.00 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $2.0k | 8.00 | 250.00 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $2.0k | 6.00 | 333.33 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $2.0k | 16.00 | 125.00 |
|
|
| 3M Company (MMM) | 0.0 | $2.0k | 15.00 | 133.33 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $2.0k | 18.00 | 111.11 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.0k | 13.00 | 153.85 |
|
|
| PPG Industries (PPG) | 0.0 | $2.0k | 11.00 | 181.82 |
|
|
| T. Rowe Price (TROW) | 0.0 | $2.0k | 15.00 | 133.33 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $2.0k | 8.00 | 250.00 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $2.0k | 24.00 | 83.33 |
|
|
| Verisign (VRSN) | 0.0 | $2.0k | 9.00 | 222.22 |
|
|
| Comerica Incorporated (CMA) | 0.0 | $2.0k | 40.00 | 50.00 |
|
|
| Kroger (KR) | 0.0 | $2.0k | 41.00 | 48.78 |
|
|
| Stryker Corporation (SYK) | 0.0 | $2.0k | 7.00 | 285.71 |
|
|
| CoStar (CSGP) | 0.0 | $2.0k | 24.00 | 83.33 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $2.0k | 15.00 | 133.33 |
|
|
| Illumina (ILMN) | 0.0 | $2.0k | 15.00 | 133.33 |
|
|
| Celanese Corporation (CE) | 0.0 | $2.0k | 15.00 | 133.33 |
|
|
| Edison International (EIX) | 0.0 | $2.0k | 22.00 | 90.91 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.0k | 1.00 | 2000.00 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $2.0k | 4.00 | 500.00 |
|
|
| Teradyne (TER) | 0.0 | $2.0k | 22.00 | 90.91 |
|
|
| Generac Holdings (GNRC) | 0.0 | $2.0k | 15.00 | 133.33 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $2.0k | 25.00 | 80.00 |
|
|
| Te Connectivity SHS (TEL) | 0.0 | $2.0k | 13.00 | 153.85 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $2.0k | 7.00 | 285.71 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $2.0k | 10.00 | 200.00 |
|
|
| Hubspot (HUBS) | 0.0 | $2.0k | 4.00 | 500.00 |
|
|
| Qorvo (QRVO) | 0.0 | $2.0k | 19.00 | 105.26 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $2.0k | 21.00 | 95.24 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $2.0k | 50.00 | 40.00 |
|
|
| Westrock (WRK) | 0.0 | $2.0k | 45.00 | 44.44 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $2.0k | 60.00 | 33.33 |
|
|
| Hp (HPQ) | 0.0 | $2.0k | 63.00 | 31.75 |
|
|
| New Gold Inc Cda (NGD) | 0.0 | $2.0k | 1.5k | 1.33 |
|
|
| At&t (T) | 0.0 | $1.0k | 60.00 | 16.67 |
|
|
| PNC Financial Services (PNC) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $1.0k | 40.00 | 25.00 |
|
|
| Waste Management (WM) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| FirstEnergy (FE) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Sealed Air (SEE) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $1.0k | 6.00 | 166.67 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| V.F. Corporation (VFC) | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Electronic Arts (EA) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| International Paper Company (IP) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $1.0k | 6.00 | 166.67 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $1.0k | 1.00 | 1000.00 |
|
|
| Mohawk Industries (MHK) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Allstate Corporation (ALL) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| PG&E Corporation (PCG) | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Dollar Tree (DLTR) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| Xcel Energy (XEL) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| Entergy Corporation (ETR) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Douglas Emmett (DEI) | 0.0 | $999.999000 | 35.00 | 28.57 |
|
|
| Helix Energy Solutions (HLX) | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $999.999900 | 9.00 | 111.11 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Boston Properties (BXP) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Insulet Corporation (PODD) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $999.999900 | 9.00 | 111.11 |
|
|
| Citigroup Com New (C) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| American Airls (AAL) | 0.0 | $1.0k | 100.00 | 10.00 |
|
|
| Arista Networks (ANET) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Paycom Software (PAYC) | 0.0 | $1.0k | 5.00 | 200.00 |
|
|
| Synchrony Financial (SYF) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $1.0k | 20.00 | 50.00 |
|
|
| Enservco Corp Com New (ENSV) | 0.0 | $1.0k | 2.0k | 0.50 |
|
|
| Perpetua Resources (PPTA) | 0.0 | $1.0k | 200.00 | 5.00 |
|
|
| Tmc The Metals Company (TMC) | 0.0 | $1.0k | 1.0k | 1.00 |
|
|
| Kenvue (KVUE) | 0.0 | $1.0k | 25.00 | 40.00 |
|
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $999.999000 | 30.00 | 33.33 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $999.999000 | 39.00 | 25.64 |
|
|
| Viatris (VTRS) | 0.0 | $999.997800 | 73.00 | 13.70 |
|
|
| Hain Celestial (HAIN) | 0.0 | $999.996000 | 120.00 | 8.33 |
|
|
| Loews Corporation (L) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Crown Holdings (CCK) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| State Street Corporation (STT) | 0.0 | $0 | 2.00 | 0.00 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $0 | 3.00 | 0.00 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $0 | 10.00 | 0.00 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $0 | 10.00 | 0.00 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| American Electric Power Company (AEP) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Etsy (ETSY) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Dxc Technology (DXC) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $0 | 0 | 0.00 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $0 | 5.00 | 0.00 |
|
|
| Golden Minerals (AUMN) | 0.0 | $0 | 400.00 | 0.00 |
|
Past Filings by Long Island Wealth Management
SEC 13F filings are viewable for Long Island Wealth Management going back to 2023
- Long Island Wealth Management 2023 Q4 filed Feb. 14, 2024