Long-term investor
Long Island Wealth Management, Inc. @longislandwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011177).
Record
- Tracked since 2025-06-30 (446 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +16.3% · all +16.3%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 45782C474 · 9.0% · long · since 2025-06-30
- 922908769 · 8.4% · long · since 2025-06-30
- 45782C524 · 8.1% · long · since 2025-06-30
- 922042742 · 6.4% · long · since 2025-06-30
- 268961885 · 5.7% · long · since 2026-03-31
- 45783Y855 · 4.0% · long · since 2025-06-30
- 69374H857 · 3.6% · long · since 2025-06-30
- 45782C516 · 3.5% · long · since 2025-06-30
- 922908652 · 3.3% · long · since 2025-06-30
- 45782C466 · 2.8% · long · since 2025-06-30
- 922908744 · 2.5% · long · since 2025-06-30
- 808524300 · 2.4% · long · since 2025-06-30