Long Run Wealth Advisors

Long Run Wealth Advisors as of June 30, 2025

Portfolio Holdings for Long Run Wealth Advisors

Long Run Wealth Advisors holds 105 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Usd Inv Grde Etf (USIG) 11.5 $55M 1.1M 51.44
First Tr Exchange-traded Core Investment (FTCB) 8.9 $43M 2.0M 21.06
Ishares Tr Core Msci Eafe (IEFA) 6.0 $29M 343k 83.48
Select Sector Spdr Tr Technology (XLK) 5.9 $28M 111k 253.23
Vanguard Whitehall Fds High Div Yld (VYM) 4.1 $20M 147k 133.31
Ishares Tr Eafe Value Etf (EFV) 3.2 $15M 241k 63.48
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $14M 103k 134.79
Ishares Core Msci Emkt (IEMG) 2.8 $13M 223k 60.03
Select Sector Spdr Tr Financial (XLF) 2.7 $13M 246k 52.37
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.6 $12M 249k 49.26
Select Sector Spdr Tr Indl (XLI) 2.3 $11M 74k 147.52
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $11M 99k 109.29
Spdr Series Trust Bloomberg 3-12 M (BILS) 2.3 $11M 108k 99.43
NVIDIA Corporation (NVDA) 2.1 $10M 64k 157.99
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $8.9M 90k 99.20
Select Sector Spdr Tr Communication (XLC) 1.7 $8.2M 75k 108.53
Microsoft Corporation (MSFT) 1.5 $7.1M 14k 497.42
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.4 $6.9M 75k 91.73
Apple (AAPL) 1.4 $6.7M 33k 205.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $6.6M 12k 568.02
Select Sector Spdr Tr Energy (XLE) 1.4 $6.5M 77k 84.81
Spdr Series Trust Ice Pfd Sec Etf (PSK) 1.3 $6.4M 201k 31.76
JPMorgan Chase & Co. (JPM) 1.2 $5.5M 19k 289.91
Wisdomtree Tr Us Midcap Divid (DON) 1.1 $5.4M 107k 50.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $5.1M 63k 80.97
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $5.1M 37k 135.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.8M 7.7k 617.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $4.6M 21k 217.33
Amazon (AMZN) 0.9 $4.4M 20k 219.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.2M 14k 303.94
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.1M 23k 177.39
Palo Alto Networks (PANW) 0.8 $3.9M 19k 204.64
Boston Scientific Corporation (BSX) 0.8 $3.9M 37k 107.41
Ishares Tr Global Tech Etf (IXN) 0.8 $3.9M 42k 92.34
Ishares Tr Esg Optimized (SUSA) 0.8 $3.9M 31k 126.75
Wells Fargo & Company (WFC) 0.8 $3.8M 48k 80.12
Nxp Semiconductors N V (NXPI) 0.8 $3.8M 18k 218.49
Toll Brothers (TOL) 0.8 $3.8M 33k 114.13
Ishares Tr Us Digital Infra (IDGT) 0.8 $3.8M 45k 83.00
Chubb (CB) 0.8 $3.7M 13k 289.72
Ishares Tr Esg Awre Usd Etf (SUSC) 0.7 $3.4M 145k 23.23
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $3.4M 71k 47.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.0M 33k 62.02
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $2.0M 23k 89.22
Spdr Series Trust S&p Divid Etf (SDY) 0.4 $1.9M 14k 135.73
Broadcom (AVGO) 0.4 $1.9M 6.9k 275.63
International Business Machines (IBM) 0.4 $1.8M 6.0k 294.80
At&t (T) 0.4 $1.8M 61k 28.94
Hewlett Packard Enterprise (HPE) 0.4 $1.7M 85k 20.45
Morgan Stanley Com New (MS) 0.4 $1.7M 12k 140.86
Texas Instruments Incorporated (TXN) 0.3 $1.6M 7.6k 207.62
Pfizer (PFE) 0.3 $1.6M 65k 24.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.5M 2.8k 551.73
Crown Castle Intl (CCI) 0.3 $1.5M 15k 102.73
Corning Incorporated (GLW) 0.3 $1.5M 29k 52.59
Prudential Financial (PRU) 0.3 $1.5M 14k 107.44
United Parcel Service CL B (UPS) 0.3 $1.5M 15k 100.94
Unilever Spon Adr New (UL) 0.3 $1.5M 24k 61.17
Clearway Energy Cl A (CWEN.A) 0.3 $1.4M 46k 30.26
Ishares Tr Ultra Short Dur (ICSH) 0.3 $1.3M 26k 50.71
Exxon Mobil Corporation (XOM) 0.3 $1.2M 12k 107.80
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 2.0k 620.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.4k 485.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.1M 15k 73.63
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.0M 8.8k 116.15
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $1.0M 4.8k 211.82
Ishares Tr Esg Aware Msci (ESML) 0.2 $801k 19k 41.33
Ametek (AME) 0.2 $762k 4.2k 180.96
Garmin SHS (GRMN) 0.1 $657k 3.1k 208.74
Wal-Mart Stores (WMT) 0.1 $646k 6.6k 97.78
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $603k 8.7k 69.09
Visa Com Cl A (V) 0.1 $602k 1.7k 354.95
Procter & Gamble Company (PG) 0.1 $593k 3.7k 159.33
Fiserv (FI) 0.1 $572k 3.3k 172.41
Ishares Tr New York Mun Etf (NYF) 0.1 $549k 11k 52.14
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $531k 6.4k 83.00
Ishares Tr Msci Eafe Etf (EFA) 0.1 $500k 5.6k 89.38
Cisco Systems (CSCO) 0.1 $480k 6.9k 69.38
Ishares Esg Awr Msci Em (ESGE) 0.1 $410k 11k 39.17
salesforce (CRM) 0.1 $380k 1.4k 272.60
Sun Life Financial (SLF) 0.1 $369k 5.6k 66.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $355k 2.0k 181.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $353k 2.6k 135.06
Astrazeneca Sponsored Adr (AZN) 0.1 $336k 4.8k 69.88
Philip Morris International (PM) 0.1 $334k 1.8k 182.12
Coca-Cola Company (KO) 0.1 $324k 4.6k 70.74
Meta Platforms Cl A (META) 0.1 $320k 433.00 738.63
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $308k 4.4k 69.53
Ishares Tr National Mun Etf (MUB) 0.1 $290k 2.8k 104.48
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $282k 1.4k 197.21
Tesla Motors (TSLA) 0.1 $281k 884.00 317.66
Alphabet Cap Stk Cl A (GOOGL) 0.1 $278k 1.6k 176.23
Chevron Corporation (CVX) 0.1 $278k 1.9k 143.15
Automatic Data Processing (ADP) 0.1 $278k 902.00 308.35
Home Depot (HD) 0.1 $271k 740.00 366.73
NiSource (NI) 0.1 $258k 6.4k 40.34
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $232k 2.9k 80.12
Eli Lilly & Co. (LLY) 0.0 $219k 281.00 778.32
McDonald's Corporation (MCD) 0.0 $216k 740.00 292.11
Abbvie (ABBV) 0.0 $211k 1.1k 185.55
Williams Companies (WMB) 0.0 $204k 3.3k 62.80
Trane Technologies SHS (TT) 0.0 $201k 459.00 437.82
Emeren Group Sponsored Ads (SOL) 0.0 $19k 10k 1.87
Origin Materials (ORGN) 0.0 $5.0k 10k 0.48
Wolfspeed 0.0 $4.4k 11k 0.40