Holdings
Long Island Wealth Management, Inc.
As of Jun 30, 2026, Long Island Wealth Management, Inc. reported 18 positions worth US$14.6M. Largest: Berkshire Hathaway Inc., Apple Inc and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 8,556 | US$4.28M | +229 | Jun 30, 2026 |
| Apple Inc | 6,357 | US$1.84M | +1,426 | Jun 30, 2026 |
| Eli Lilly And Company | 1,037 | US$1.24M | +1 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,103 | US$1.03M | −2 | Jun 30, 2026 |
| Nvidia Corporation | 4,705 | US$941K | −105 | Jun 30, 2026 |
| International Business Machines Corporation | 3,175 | US$893K | −782 | Jun 30, 2026 |
| Microsoft Corp. | 2,226 | US$830K | −13 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,690 | US$604K | +612 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,645 | US$392K | +5 | Jun 30, 2026 |
| Consolidated Edison, Inc. | 2,989 | US$331K | no change | Jun 30, 2026 |