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, FIXD, IEFA, XLK, VYM, and represent 36.55% of Long Run Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BILS, CB, WFC, XLK, AGG, VYM, USIG, XLF, PRU, UPS.
- Started 11 new stock positions in PFG, CB, AZN, UPS, WFC, NYF, UNH, LLY, ABBV, PRU. CVX.
- Reduced shares in these 10 stocks: GM, , GSK, GRMN, IEFA, CSCO, IXN, EFV, EAGG, SUSC.
- Sold out of its positions in GM, GSK, HBI, MRK, NKE, ORGN, VTEB.
- Long Run Wealth Advisors was a net buyer of stock by $27M.
- Long Run Wealth Advisors has $441M in assets under management (AUM), dropping by 5.69%.
- Central Index Key (CIK): 0001903296
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Portfolio Holdings for Long Run Wealth Advisors
Long Run Wealth Advisors holds 102 positions in its portfolio as reported in the March 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 | $53M | +4% | 1.0M | 51.08 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 9.3 | $41M | +3% | 934k | 43.84 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.7 | $25M | -5% | 331k | 75.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 5.4 | $24M | +15% | 116k | 206.48 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 4.2 | $19M | +14% | 144k | 128.96 |
|
| Ishares Tr Eafe Value Etf (EFV) | 3.2 | $14M | -3% | 237k | 58.94 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.9 | $13M | -2% | 88k | 146.01 |
|
| Ishares Core Msci Emkt (IEMG) | 2.7 | $12M | 220k | 53.97 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 2.7 | $12M | +20% | 237k | 49.81 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 2.7 | $12M | +6% | 240k | 49.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $10M | +11% | 97k | 104.57 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.2 | $9.6M | +4% | 74k | 131.07 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 2.0 | $9.0M | +85% | 90k | 99.49 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $8.7M | +56% | 88k | 98.92 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $7.8M | +2% | 72k | 108.38 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.7 | $7.3M | +7% | 76k | 96.45 |
|
| Apple (AAPL) | 1.6 | $6.9M | +10% | 31k | 222.13 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.5 | $6.6M | -4% | 70k | 93.45 |
|
| Microsoft Corporation (MSFT) | 1.4 | $6.1M | +12% | 16k | 375.39 |
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 1.4 | $6.0M | +12% | 185k | 32.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $6.0M | +6% | 12k | 513.90 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $5.3M | +6% | 22k | 245.30 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 1.2 | $5.2M | +20% | 105k | 49.52 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.2 | $5.2M | +25% | 56k | 91.73 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.1 | $4.9M | +2% | 60k | 81.67 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.1 | $4.8M | 40k | 121.91 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $4.3M | 7.7k | 559.41 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $4.3M | +30% | 22k | 197.46 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.1M | 15k | 274.84 |
|
|
| Amazon (AMZN) | 0.9 | $3.9M | +23% | 20k | 190.26 |
|
| Boston Scientific Corporation (BSX) | 0.9 | $3.8M | -6% | 37k | 100.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.7M | +19% | 24k | 156.23 |
|
| Chubb (CB) | 0.8 | $3.7M | NEW | 12k | 301.99 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.8 | $3.7M | 32k | 114.87 |
|
|
| Toll Brothers (TOL) | 0.8 | $3.7M | +25% | 35k | 105.59 |
|
| Wells Fargo & Company (WFC) | 0.8 | $3.6M | NEW | 51k | 71.79 |
|
| Palo Alto Networks (PANW) | 0.8 | $3.5M | +8% | 20k | 170.64 |
|
| Ishares Tr Us Digital Infra (IDGT) | 0.8 | $3.5M | +11% | 47k | 73.80 |
|
| Nxp Semiconductors N V (NXPI) | 0.8 | $3.3M | +10% | 18k | 190.06 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.8 | $3.3M | -10% | 70k | 47.48 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.7 | $3.3M | -10% | 143k | 23.06 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.7 | $3.2M | -25% | 42k | 75.74 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $2.0M | 15k | 135.68 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.9M | +7% | 33k | 58.35 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $1.9M | -15% | 23k | 81.69 |
|
| At&t (T) | 0.4 | $1.8M | -2% | 62k | 28.28 |
|
| International Business Machines (IBM) | 0.4 | $1.6M | +6% | 6.6k | 248.65 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | +310% | 13k | 118.93 |
|
| Morgan Stanley Com New (MS) | 0.4 | $1.6M | +19% | 13k | 116.67 |
|
| Prudential Financial (PRU) | 0.3 | $1.5M | NEW | 13k | 111.68 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.5M | +25% | 8.2k | 179.69 |
|
| Pfizer (PFE) | 0.3 | $1.5M | +11% | 58k | 25.34 |
|
| Crown Castle Intl (CCI) | 0.3 | $1.5M | +2% | 14k | 104.23 |
|
| Unilever Spon Adr New (UL) | 0.3 | $1.5M | +12% | 25k | 59.55 |
|
| Clearway Energy Cl A (CWEN.A) | 0.3 | $1.4M | 49k | 28.46 |
|
|
| Ishares Tr Ultra Short-term (ICSH) | 0.3 | $1.4M | +17% | 27k | 50.70 |
|
| Broadcom (AVGO) | 0.3 | $1.4M | +43% | 8.2k | 167.43 |
|
| Corning Incorporated (GLW) | 0.3 | $1.4M | +12% | 30k | 45.78 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.4M | +49% | 89k | 15.43 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.4M | NEW | 12k | 109.99 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | 2.8k | 468.96 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.3M | 17k | 73.45 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | +4% | 2.4k | 532.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.1M | +22% | 1.9k | 561.92 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $968k | 9.5k | 102.41 |
|
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $958k | -5% | 5.0k | 191.18 |
|
| Garmin SHS (GRMN) | 0.2 | $881k | -62% | 4.1k | 217.15 |
|
| Philip Morris International (PM) | 0.2 | $831k | 5.2k | 158.74 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $773k | 4.5k | 170.44 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $767k | +3% | 20k | 38.41 |
|
| Ametek (AME) | 0.2 | $723k | -3% | 4.2k | 172.13 |
|
| Fiserv (FI) | 0.1 | $660k | +2% | 3.0k | 220.83 |
|
| Cisco Systems (CSCO) | 0.1 | $588k | -69% | 9.5k | 61.71 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $553k | NEW | 11k | 52.65 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $537k | +14% | 8.7k | 62.10 |
|
| Wal-Mart Stores (WMT) | 0.1 | $528k | 6.0k | 87.79 |
|
|
| Visa Com Cl A (V) | 0.1 | $525k | +9% | 1.5k | 350.50 |
|
| Altria (MO) | 0.1 | $517k | 8.6k | 60.02 |
|
|
| salesforce (CRM) | 0.1 | $482k | +16% | 1.8k | 268.41 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $450k | 5.5k | 81.73 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $378k | -12% | 11k | 34.95 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $337k | 1.9k | 173.25 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $324k | -4% | 2.7k | 122.03 |
|
| Sun Life Financial (SLF) | 0.1 | $315k | 5.5k | 57.26 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $307k | -8% | 1.0k | 305.51 |
|
| Home Depot (HD) | 0.1 | $305k | -2% | 833.00 | 366.30 |
|
| Chevron Corporation (CVX) | 0.1 | $302k | NEW | 1.8k | 167.32 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $298k | 4.2k | 70.43 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $272k | 5.2k | 51.94 |
|
|
| Coca-Cola Company (KO) | 0.1 | $256k | +4% | 3.6k | 71.62 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $247k | NEW | 3.4k | 73.50 |
|
| McDonald's Corporation (MCD) | 0.1 | $243k | +5% | 778.00 | 312.27 |
|
| Walt Disney Company (DIS) | 0.1 | $237k | +8% | 2.4k | 98.71 |
|
| Abbvie (ABBV) | 0.1 | $236k | NEW | 1.1k | 209.52 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $232k | NEW | 280.00 | 827.25 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $231k | -6% | 1.4k | 161.24 |
|
| UnitedHealth (UNH) | 0.0 | $216k | NEW | 413.00 | 523.65 |
|
| Tesla Motors (TSLA) | 0.0 | $216k | +45% | 832.00 | 259.16 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $214k | -7% | 2.9k | 73.69 |
|
| Principal Financial (PFG) | 0.0 | $204k | NEW | 2.4k | 84.38 |
|
| NiSource (NI) | 0.0 | $202k | -12% | 5.0k | 40.09 |
|
| Emeren Group Sponsored Ads (SOL) | 0.0 | $16k | 10k | 1.57 |
|
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 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