Long Island Wealth Management, Inc.
RIA/Wealth
Long Island Wealth Management, Inc. is a RIA/Wealth based in Melville, NY led by Jeffrey Joseph Myers, reporting $243.7M in AUM as of Q3 2025 with 86% ETF concentration and 56% concentrated in top 10 holdings.
CCOJeffrey Joseph Myers
- Portfolio Value
- $205.4M
- Positions
- 85
- Top Holding
- VTI at 8.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Long Island Wealth Management, Inc.'s portfolio (56.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.4M | 8.96% | -$57.1K Sold | — 56.1K shares | |
ETF ETF | $18.1M | 8.79% | -$320.5K Sold | — 394.4K shares | |
ETF ETF | $17.4M | 8.47% | -$105.3K Sold | — 431.3K shares | |
ETF ETF | $14.5M | 7.07% | -$8.7K Sold | — 412.8K shares | |
ETF ETF | $11.2M | 5.47% | -$149.9K Sold | — 81.6K shares | |
ETF ETF | $7.9M | 3.83% | -$56.1K Sold | — 179.8K shares | |
Unknown Unknown | $7.8M | 3.81% | +$862.1K Bought | — 238.7K shares | |
ETF ETF | $7.4M | 3.61% | -$33.7K Sold | — 223.1K shares | |
ETF ETF | $6.8M | 3.31% | -$48.1K Sold | — 32.5K shares | |
ETF ETF | $5.7M | 2.80% | -$20.1K Sold | — 180.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Long Island Wealth Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+19.17% | |
+12.37% | |
+11.8% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-33.35% | |
-17.86% |
Analytics
Portfolio insights and performance metrics for Long Island Wealth Management, Inc.
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