Long Run Wealth Advisors

Long Run Wealth Advisors as of March 31, 2025

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 1.0M 51.08
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 9.3 $41M 934k 43.84
Ishares Tr Core Msci Eafe (IEFA) 5.7 $25M 331k 75.65
Select Sector Spdr Tr Technology (XLK) 5.4 $24M 116k 206.48
Vanguard Whitehall Fds High Div Yld (VYM) 4.2 $19M 144k 128.96
Ishares Tr Eafe Value Etf (EFV) 3.2 $14M 237k 58.94
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $13M 88k 146.01
Ishares Core Msci Emkt (IEMG) 2.7 $12M 220k 53.97
Select Sector Spdr Tr Financial (XLF) 2.7 $12M 237k 49.81
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.7 $12M 240k 49.16
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $10M 97k 104.57
Select Sector Spdr Tr Indl (XLI) 2.2 $9.6M 74k 131.07
Spdr Ser Tr Bloomberg 3-12 M (BILS) 2.0 $9.0M 90k 99.49
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $8.7M 88k 98.92
NVIDIA Corporation (NVDA) 1.8 $7.8M 72k 108.38
Select Sector Spdr Tr Communication (XLC) 1.7 $7.3M 76k 96.45
Apple (AAPL) 1.6 $6.9M 31k 222.13
Select Sector Spdr Tr Energy (XLE) 1.5 $6.6M 70k 93.45
Microsoft Corporation (MSFT) 1.4 $6.1M 16k 375.39
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.4 $6.0M 185k 32.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $6.0M 12k 513.90
JPMorgan Chase & Co. (JPM) 1.2 $5.3M 22k 245.30
Wisdomtree Tr Us Midcap Divid (DON) 1.2 $5.2M 105k 49.52
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $5.2M 56k 91.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $4.9M 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 22k 197.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.1M 15k 274.84
Amazon (AMZN) 0.9 $3.9M 20k 190.26
Boston Scientific Corporation (BSX) 0.9 $3.8M 37k 100.88
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.7M 24k 156.23
Chubb (CB) 0.8 $3.7M 12k 301.99
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $3.7M 32k 114.87
Toll Brothers (TOL) 0.8 $3.7M 35k 105.59
Wells Fargo & Company (WFC) 0.8 $3.6M 51k 71.79
Palo Alto Networks (PANW) 0.8 $3.5M 20k 170.64
Ishares Tr Us Digital Infra (IDGT) 0.8 $3.5M 47k 73.80
Nxp Semiconductors N V (NXPI) 0.8 $3.3M 18k 190.06
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.8 $3.3M 70k 47.48
Ishares Tr Esg Awre Usd Etf (SUSC) 0.7 $3.3M 143k 23.06
Ishares Tr Global Tech Etf (IXN) 0.7 $3.2M 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 33k 58.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.9M 23k 81.69
At&t (T) 0.4 $1.8M 62k 28.28
International Business Machines (IBM) 0.4 $1.6M 6.6k 248.65
Exxon Mobil Corporation (XOM) 0.4 $1.6M 13k 118.93
Morgan Stanley Com New (MS) 0.4 $1.6M 13k 116.67
Prudential Financial (PRU) 0.3 $1.5M 13k 111.68
Texas Instruments Incorporated (TXN) 0.3 $1.5M 8.2k 179.69
Pfizer (PFE) 0.3 $1.5M 58k 25.34
Crown Castle Intl (CCI) 0.3 $1.5M 14k 104.23
Unilever Spon Adr New (UL) 0.3 $1.5M 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 27k 50.70
Broadcom (AVGO) 0.3 $1.4M 8.2k 167.43
Corning Incorporated (GLW) 0.3 $1.4M 30k 45.78
Hewlett Packard Enterprise (HPE) 0.3 $1.4M 89k 15.43
United Parcel Service CL B (UPS) 0.3 $1.4M 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 2.4k 532.58
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.1M 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 5.0k 191.18
Garmin SHS (GRMN) 0.2 $881k 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 20k 38.41
Ametek (AME) 0.2 $723k 4.2k 172.13
Fiserv (FI) 0.1 $660k 3.0k 220.83
Cisco Systems (CSCO) 0.1 $588k 9.5k 61.71
Ishares Tr New York Mun Etf (NYF) 0.1 $553k 11k 52.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $537k 8.7k 62.10
Wal-Mart Stores (WMT) 0.1 $528k 6.0k 87.79
Visa Com Cl A (V) 0.1 $525k 1.5k 350.50
Altria (MO) 0.1 $517k 8.6k 60.02
salesforce (CRM) 0.1 $482k 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 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 2.7k 122.03
Sun Life Financial (SLF) 0.1 $315k 5.5k 57.26
Automatic Data Processing (ADP) 0.1 $307k 1.0k 305.51
Home Depot (HD) 0.1 $305k 833.00 366.30
Chevron Corporation (CVX) 0.1 $302k 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 3.6k 71.62
Astrazeneca Sponsored Adr (AZN) 0.1 $247k 3.4k 73.50
McDonald's Corporation (MCD) 0.1 $243k 778.00 312.27
Walt Disney Company (DIS) 0.1 $237k 2.4k 98.71
Abbvie (ABBV) 0.1 $236k 1.1k 209.52
Eli Lilly & Co. (LLY) 0.1 $232k 280.00 827.25
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $231k 1.4k 161.24
UnitedHealth (UNH) 0.0 $216k 413.00 523.65
Tesla Motors (TSLA) 0.0 $216k 832.00 259.16
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $214k 2.9k 73.69
Principal Financial (PFG) 0.0 $204k 2.4k 84.38
NiSource (NI) 0.0 $202k 5.0k 40.09
Emeren Group Sponsored Ads (SOL) 0.0 $16k 10k 1.57