Long Run Wealth Advisors
Latest statistics and disclosures from Long Run Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USIG, FTCB, IEFA, XLK, VYM, and represent 37.31% of Long Run Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$6.6M), USIG (+$5.1M), FTCB, XLV, LMBS, BILS, IEFA, XLP, VYM, XLF.
- Started 8 new stock positions in MO, BE, PFG, C, GOVT, IYW, GE, IUSV.
- Reduced shares in these 10 stocks: AGG (-$6.0M), NVDA, GOOG, AAPL, IXN, GLW, TOL, XLK, MSFT, GRMN.
- Sold out of its positions in CSCO, MUB, Wolfspeed, TT.
- Long Run Wealth Advisors was a net buyer of stock by $7.7M.
- Long Run Wealth Advisors has $510M in assets under management (AUM), dropping by 6.87%.
- Central Index Key (CIK): 0001903296
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Portfolio Holdings for Long Run Wealth Advisors
Long Run Wealth Advisors holds 109 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Usd Inv Grde Etf (USIG) | 12.0 | $61M | +9% | 1.2M | 52.22 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 9.1 | $46M | +7% | 2.2M | 21.31 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $31M | +3% | 353k | 87.31 |
|
| Select Sector Spdr Tr Technology (XLK) | 6.0 | $31M | -2% | 109k | 281.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 4.2 | $21M | +3% | 152k | 140.95 |
|
| Ishares Tr Eafe Value Etf (EFV) | 3.3 | $17M | +3% | 249k | 67.83 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.0 | $15M | +7% | 110k | 139.17 |
|
| Ishares Core Msci Emkt (IEMG) | 2.8 | $14M | -2% | 218k | 65.92 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.7 | $14M | +4% | 258k | 53.87 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 2.6 | $14M | +8% | 271k | 49.79 |
|
| Spdr Series Trust Bloomberg 3-12 M (BILS) | 2.3 | $12M | +9% | 118k | 99.52 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.3 | $12M | +2% | 76k | 154.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $11M | -3% | 96k | 118.83 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $9.5M | -20% | 51k | 186.58 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.7 | $8.8M | 74k | 118.37 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $8.7M | +307% | 133k | 65.26 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.5 | $7.4M | +7% | 83k | 89.34 |
|
| Apple (AAPL) | 1.4 | $7.2M | -13% | 28k | 254.63 |
|
| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 1.4 | $7.1M | +7% | 215k | 33.07 |
|
| Microsoft Corporation (MSFT) | 1.3 | $6.9M | -7% | 13k | 517.94 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $6.8M | -3% | 11k | 612.41 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.2 | $6.4M | -7% | 69k | 91.75 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 1.1 | $5.8M | +4% | 112k | 52.30 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.1 | $5.6M | +14% | 72k | 78.37 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.6M | -7% | 18k | 315.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $5.2M | 7.8k | 666.16 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.0 | $5.1M | -5% | 35k | 145.60 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $5.0M | 21k | 239.64 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.6M | 14k | 328.17 |
|
|
| Amazon (AMZN) | 0.9 | $4.3M | 20k | 219.57 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.3M | -23% | 18k | 243.55 |
|
| Palo Alto Networks (PANW) | 0.8 | $4.0M | +2% | 20k | 203.62 |
|
| Toll Brothers (TOL) | 0.8 | $3.9M | -14% | 29k | 138.14 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.8 | $3.9M | -4% | 29k | 135.65 |
|
| Chubb (CB) | 0.8 | $3.9M | +8% | 14k | 282.25 |
|
| Ishares Tr Us Digital Infra (IDGT) | 0.8 | $3.9M | 45k | 86.74 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.8 | $3.9M | -2% | 17k | 227.73 |
|
| Boston Scientific Corporation (BSX) | 0.8 | $3.9M | +8% | 40k | 97.63 |
|
| Wells Fargo & Company (WFC) | 0.8 | $3.9M | -4% | 46k | 83.82 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.7 | $3.6M | +6% | 154k | 23.56 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.7 | $3.6M | +6% | 75k | 48.03 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.7 | $3.4M | -23% | 33k | 103.21 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $3.0M | -66% | 30k | 100.25 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $2.0M | -2% | 22k | 92.98 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.4 | $2.0M | 14k | 140.05 |
|
|
| Broadcom (AVGO) | 0.4 | $1.9M | -16% | 5.8k | 329.92 |
|
| International Business Machines (IBM) | 0.4 | $1.9M | +11% | 6.7k | 282.15 |
|
| At&t (T) | 0.4 | $1.8M | +6% | 65k | 28.24 |
|
| Morgan Stanley Com New (MS) | 0.3 | $1.8M | -9% | 11k | 158.96 |
|
| Pfizer (PFE) | 0.3 | $1.7M | +5% | 68k | 25.48 |
|
| Corning Incorporated (GLW) | 0.3 | $1.7M | -30% | 20k | 82.03 |
|
| Crown Castle Intl (CCI) | 0.3 | $1.7M | +15% | 17k | 96.49 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.7M | -19% | 68k | 24.56 |
|
| Prudential Financial (PRU) | 0.3 | $1.6M | +10% | 16k | 103.74 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.6M | +15% | 8.8k | 183.74 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.6M | +26% | 19k | 83.53 |
|
| Unilever Spon Adr New (UL) | 0.3 | $1.6M | +11% | 27k | 59.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.6M | -6% | 2.6k | 600.28 |
|
| Clearway Energy Cl A (CWEN.A) | 0.3 | $1.5M | +21% | 56k | 26.93 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | +5% | 12k | 112.75 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.3M | 2.0k | 669.34 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $1.2M | -9% | 24k | 50.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.2M | 2.4k | 502.74 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.1M | +4% | 15k | 74.37 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $1.0M | -5% | 8.3k | 125.95 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $1.0M | -4% | 4.5k | 226.87 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $815k | -6% | 18k | 45.08 |
|
| Ametek (AME) | 0.2 | $791k | 4.2k | 188.00 |
|
|
| Philip Morris International (PM) | 0.1 | $685k | +130% | 4.2k | 162.20 |
|
| Wal-Mart Stores (WMT) | 0.1 | $671k | 6.5k | 103.06 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $645k | 8.8k | 73.46 |
|
|
| Visa Com Cl A (V) | 0.1 | $577k | 1.7k | 341.43 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $562k | 11k | 53.35 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $541k | NEW | 6.4k | 84.57 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $523k | 5.6k | 93.36 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $506k | NEW | 22k | 23.12 |
|
| Altria (MO) | 0.1 | $487k | NEW | 7.4k | 66.06 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $432k | -34% | 4.2k | 103.40 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $413k | +8% | 2.8k | 145.64 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $411k | -9% | 9.5k | 43.42 |
|
| Fiserv (FI) | 0.1 | $385k | -9% | 3.0k | 128.93 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $372k | 2.0k | 189.66 |
|
|
| salesforce (CRM) | 0.1 | $339k | +2% | 1.4k | 236.94 |
|
| Sun Life Financial (SLF) | 0.1 | $336k | 5.6k | 60.03 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $325k | +3% | 4.6k | 70.85 |
|
| Chevron Corporation (CVX) | 0.1 | $319k | +5% | 2.1k | 155.30 |
|
| Meta Platforms Cl A (META) | 0.1 | $318k | 433.00 | 735.20 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $316k | 1.4k | 222.19 |
|
|
| Tesla Motors (TSLA) | 0.1 | $315k | -19% | 708.00 | 444.72 |
|
| Coca-Cola Company (KO) | 0.1 | $300k | 4.5k | 66.32 |
|
|
| NiSource (NI) | 0.1 | $279k | 6.4k | 43.30 |
|
|
| Home Depot (HD) | 0.1 | $277k | -7% | 684.00 | 405.02 |
|
| Abbvie (ABBV) | 0.1 | $265k | 1.1k | 231.56 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $259k | -29% | 3.4k | 76.73 |
|
| Procter & Gamble Company (PG) | 0.1 | $255k | -55% | 1.7k | 153.69 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $243k | 2.9k | 84.69 |
|
|
| Garmin SHS (GRMN) | 0.0 | $239k | -69% | 972.00 | 246.26 |
|
| Automatic Data Processing (ADP) | 0.0 | $237k | -10% | 808.00 | 293.41 |
|
| Ge Aerospace Com New (GE) | 0.0 | $234k | NEW | 776.00 | 300.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $231k | -40% | 948.00 | 243.18 |
|
| Citigroup Com New (C) | 0.0 | $230k | NEW | 2.3k | 101.48 |
|
| McDonald's Corporation (MCD) | 0.0 | $226k | 744.00 | 303.88 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $214k | 281.00 | 762.12 |
|
|
| Williams Companies (WMB) | 0.0 | $208k | 3.3k | 63.35 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $207k | NEW | 2.1k | 99.95 |
|
| Principal Financial (PFG) | 0.0 | $205k | NEW | 2.5k | 82.91 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $203k | NEW | 1.0k | 195.79 |
|
| Emeren Group Sponsored Ads (SOL) | 0.0 | $20k | 10k | 1.89 |
|
|
| Origin Materials (ORGN) | 0.0 | $5.4k | 10k | 0.52 |
|
Past Filings by Long Run Wealth Advisors
SEC 13F filings are viewable for Long Run Wealth Advisors going back to 2021
- Long Run Wealth Advisors 2025 Q3 filed Oct. 9, 2025
- Long Run Wealth Advisors 2025 Q2 filed Aug. 6, 2025
- Long Run Wealth Advisors 2025 Q1 filed April 10, 2025
- Long Run Wealth Advisors 2024 Q4 filed Jan. 27, 2025
- Long Run Wealth Advisors 2024 Q3 filed Oct. 30, 2024
- Long Run Wealth Advisors 2024 Q2 filed July 19, 2024
- Long Run Wealth Advisors 2024 Q1 filed April 25, 2024
- Long Run Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- Long Run Wealth Advisors 2023 Q3 filed Oct. 10, 2023
- Long Run Wealth Advisors 2023 Q2 filed July 17, 2023
- Long Run Wealth Advisors 2023 Q1 filed April 21, 2023
- Long Run Wealth Advisors 2022 Q4 filed Jan. 26, 2023
- Long Run Wealth Advisors 2022 Q3 filed Nov. 9, 2022
- Long Run Wealth Advisors 2022 Q2 filed July 19, 2022
- Long Run Wealth Advisors 2022 Q1 filed April 27, 2022
- Long Run Wealth Advisors 2021 Q4 filed Jan. 21, 2022