Long Run Wealth Advisors

Long Run Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Long Run Wealth Advisors

Long Run Wealth Advisors holds 98 positions in its portfolio as reported in the December 2024 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 $50M 992k 50.28
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 9.3 $39M 905k 42.97
Ishares Tr Core Msci Eafe (IEFA) 5.9 $25M 350k 70.28
Select Sector Spdr Tr Technology (XLK) 5.6 $23M 100k 232.52
Vanguard Whitehall Fds High Div Yld (VYM) 3.8 $16M 126k 127.59
Ishares Tr Eafe Value Etf (EFV) 3.1 $13M 246k 52.47
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $13M 91k 137.57
Ishares Core Msci Emkt (IEMG) 2.7 $11M 217k 52.22
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.6 $11M 226k 48.67
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $10M 87k 115.22
Select Sector Spdr Tr Financial (XLF) 2.3 $9.5M 196k 48.33
NVIDIA Corporation (NVDA) 2.3 $9.4M 70k 134.29
Select Sector Spdr Tr Indl (XLI) 2.2 $9.3M 70k 131.76
Apple (AAPL) 1.7 $7.1M 28k 250.42
Select Sector Spdr Tr Communication (XLC) 1.6 $6.8M 71k 96.81
Select Sector Spdr Tr Energy (XLE) 1.5 $6.3M 74k 85.66
Microsoft Corporation (MSFT) 1.4 $6.0M 14k 421.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $5.9M 11k 538.80
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $5.4M 56k 96.90
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.3 $5.4M 165k 32.99
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $5.1M 40k 128.82
JPMorgan Chase & Co. (JPM) 1.2 $4.9M 21k 239.71
Ishares Tr Global Tech Etf (IXN) 1.2 $4.8M 57k 84.75
Spdr Ser Tr Bloomberg 3-12 M (BILS) 1.2 $4.8M 49k 99.15
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $4.6M 58k 78.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.5M 7.7k 586.10
Wisdomtree Tr Us Midcap Divid (DON) 1.1 $4.4M 87k 50.97
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $4.3M 15k 289.80
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.0 $4.1M 45k 91.43
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $3.9M 32k 121.59
Alphabet Cap Stk Cl C (GOOG) 0.9 $3.8M 20k 190.44
General Motors Company (GM) 0.9 $3.7M 70k 53.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $3.7M 17k 224.35
Merck & Co (MRK) 0.9 $3.7M 37k 99.48
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $3.6M 78k 46.44
Ishares Tr Esg Awre Usd Etf (SUSC) 0.9 $3.6M 160k 22.72
Amazon (AMZN) 0.9 $3.6M 17k 219.39
GSK Sponsored Adr (GSK) 0.9 $3.6M 106k 33.82
Boston Scientific Corporation (BSX) 0.9 $3.5M 40k 89.32
Toll Brothers (TOL) 0.8 $3.5M 28k 125.95
Palo Alto Networks (PANW) 0.8 $3.4M 19k 181.96
Ishares Tr Us Digital Infra (IDGT) 0.8 $3.4M 42k 80.55
Nxp Semiconductors N V (NXPI) 0.8 $3.3M 16k 207.85
Garmin SHS (GRMN) 0.5 $2.3M 11k 206.26
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $2.1M 27k 76.14
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.9M 14k 132.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.9M 30k 62.31
Cisco Systems (CSCO) 0.4 $1.8M 31k 59.20
At&t (T) 0.3 $1.5M 64k 22.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.4M 2.8k 511.28
Morgan Stanley Com New (MS) 0.3 $1.4M 11k 125.72
Pfizer (PFE) 0.3 $1.4M 52k 26.53
International Business Machines (IBM) 0.3 $1.4M 6.2k 219.82
Broadcom (AVGO) 0.3 $1.3M 5.7k 231.82
Hewlett Packard Enterprise (HPE) 0.3 $1.3M 60k 21.35
Corning Incorporated (GLW) 0.3 $1.3M 27k 47.52
Crown Castle Intl (CCI) 0.3 $1.2M 14k 90.76
Unilever Spon Adr New (UL) 0.3 $1.2M 22k 56.70
Texas Instruments Incorporated (TXN) 0.3 $1.2M 6.6k 187.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.2M 17k 71.91
Clearway Energy Cl A (CWEN.A) 0.3 $1.2M 49k 24.45
Ishares Tr Ultra Short-term (ICSH) 0.3 $1.2M 23k 50.43
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $1.0M 9.3k 110.25
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $1.0M 5.3k 193.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M 2.3k 453.28
Ishares Tr Core S&p500 Etf (IVV) 0.2 $931k 1.6k 588.64
Ishares Tr Esg Aware Msci (ESML) 0.2 $812k 19k 42.05
Ametek (AME) 0.2 $782k 4.3k 180.27
Procter & Gamble Company (PG) 0.2 $749k 4.5k 167.63
Philip Morris International (PM) 0.1 $618k 5.1k 120.35
Fiserv (FI) 0.1 $601k 2.9k 205.42
Wal-Mart Stores (WMT) 0.1 $554k 6.1k 90.35
salesforce (CRM) 0.1 $515k 1.5k 334.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $447k 7.6k 58.93
Altria (MO) 0.1 $443k 8.5k 52.29
Visa Com Cl A (V) 0.1 $434k 1.4k 315.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $416k 5.5k 75.61
Ishares Esg Awr Msci Em (ESGE) 0.1 $411k 12k 33.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $358k 7.1k 50.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $356k 2.8k 128.61
Exxon Mobil Corporation (XOM) 0.1 $352k 3.3k 107.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $339k 1.9k 175.23
Home Depot (HD) 0.1 $333k 856.00 388.91
Sun Life Financial (SLF) 0.1 $326k 5.5k 59.34
Automatic Data Processing (ADP) 0.1 $322k 1.1k 292.73
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $286k 4.2k 68.43
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $284k 1.5k 184.83
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $248k 5.2k 48.16
Walt Disney Company (DIS) 0.1 $245k 2.2k 111.35
Tesla Motors (TSLA) 0.1 $230k 570.00 403.84
Nike CL B (NKE) 0.1 $215k 2.8k 75.68
McDonald's Corporation (MCD) 0.1 $214k 739.00 290.04
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $214k 3.2k 67.87
Coca-Cola Company (KO) 0.1 $214k 3.4k 62.26
NiSource (NI) 0.1 $211k 5.7k 36.76
Hanesbrands (HBI) 0.0 $127k 16k 8.14
Emeren Group Sponsored Ads (SOL) 0.0 $21k 10k 2.03
Origin Materials (ORGN) 0.0 $13k 10k 1.28