StockDriftsStockDriftsTop 50 Long Island Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KJAN | INNOVATOR ETFS TRUST | 9.15% | 473.0K | $19.7M | +8.56%(+37.30K) | $34.74(+31.24%) | 2026-03-31 | |
| IJAN | INNOVATOR ETFS TRUST | 8.59% | 510.5K | $18.5M | +20.17%(+85.67K) | $32.17(+18.85%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.21% | 55.2K | $17.7M | -1.75%(-983) | $225.58(+63.47%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 6.38% | 99.5K | $13.8M | +20.45%(+16.89K) | $123.02(+26.95%) | 2026-03-31 | |
| JANB | ETF SER SOLUTIONS | 5.89% | 505.6K | $12.7M | new | $25.37(+7.26%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 3.75% | 241.4K | $8.1M | -1.69%(-4.15K) | $30.87(+11.08%) | 2026-03-31 | |
| CALF | PACER FDS TR | 3.66% | 176.0K | $7.9M | -3.06%(-5.55K) | $43.49(+18.85%) | 2026-03-31 | |
| EJAN | INNOVATOR ETFS TRUST | 3.66% | 232.6K | $7.9M | +3.43%(+7.71K) | $29.90(+19.06%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.13% | 32.8K | $6.7M | +1.15%(+372) | $157.09(+54.85%) | 2026-03-31 | |
| NJAN | INNOVATOR ETFS TRUST | 2.79% | 112.8K | $6.0M | +17.27%(+16.61K) | $49.01(+19.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.19% |
| Top 20 Holdings Unweighted | +11.73% | +39.48% |
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