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  Name: Long Island Wealth Management Inc.
  City: MELVILLE
  State: NY
  Zip: 11747
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,599,000
  Total Value Change : $1,396,000
  Securities Held Change : -361
   
All Securities Held : 73
  New Positions : 0
  Closed Positions : 361
  Increased Positions : 32
  Unchanged Positions : 16
  Decreased Positions : 25

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 12 - $414.40 $3,633,000 8,640 2.57% 551,000 0 0.001    Property & Casualty I...
   (ED)1 Year Chart         ED Consolidated Edison Inc 19 - $94.55 $2,444,000 26,917 1.73% -5,000 0 0.008    Multi Utilities
   (AZBL)1 Year Chart         AZBL Allianzim Us Large Cap Buff... 24 - $0.00 $1,715,000 52,598 1.21% 74,000 0 0.584    N/A
   (AFG)1 Year Chart         AFG American Financial Group Inc 35 - $129.91 $1,027,000 7,528 0.73% 132,000 0 0.009    Property & Casualty I...
   (COST)1 Year Chart         COST Costco Wholesale Corp 40 - $809.89 $806,000 1,100 0.57% 80,000 0 0    Discount, Variety Stores
   (AZBA)1 Year Chart         AZBA Allianzim Us Large Cap Buff... 47 - $0.00 $645,000 21,313 0.46% 16,000 0 0.237    N/A
   (UOCT)1 Year Chart         UOCT Innovator S&p 500 Ultra Buf... 48 - $0.00 $591,000 17,596 0.42% 21,000 0 0.472    N/A
   (KOCT)1 Year Chart         KOCT Innovator Russell 2000 Powe... 50 - $0.00 $551,000 19,360 0.39% 18,000 0 0.215    N/A
   (POCT)1 Year Chart         POCT Innovator S&p 500 Power Buf... 52 - $0.00 $522,000 13,925 0.37% 19,000 0 0.015    N/A
   (FTV)1 Year Chart         FTV Fortive Corp 55 - $74.44 $433,000 5,038 0.31% 62,000 0 0.001    N/A
   (KAPR)1 Year Chart         KAPR Innovator Russell 2000 Powe... 57 - $0.00 $370,000 11,890 0.26% 23,000 0 0.013    N/A
   (EJUL)1 Year Chart         EJUL Innovator Msci Emerging Mar... 59 - $24.02 $330,000 13,849 0.23% 3,000 0 0.154    N/A
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 60 - $0.00 $308,000 1,687 0.22% 24,000 0 0.002    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 61 - $98.58 $304,000 3,425 0.21% 22,000 0 0.001    N/A
   (DECW)1 Year Chart         DECW Allianzim Us Large Cap Buff... 64 - $0.00 $284,000 9,800 0.2% 6,000 0 0.221    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 70 - $210.16 $227,000 1,091 0.16% 17,000 0 0    Closed - End Fund - E...
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 332 Closed $0.00 $0 0 0% 0 0 0    N/A
      17 Records Found
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