Long Run Wealth Advisors

Long Run Wealth Advisors as of Sept. 30, 2025

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 1.2M 52.22
First Tr Exchange-traded Core Investment (FTCB) 9.1 $46M 2.2M 21.31
Ishares Tr Core Msci Eafe (IEFA) 6.1 $31M 353k 87.31
Select Sector Spdr Tr Technology (XLK) 6.0 $31M 109k 281.86
Vanguard Whitehall Fds High Div Yld (VYM) 4.2 $21M 152k 140.95
Ishares Tr Eafe Value Etf (EFV) 3.3 $17M 249k 67.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $15M 110k 139.17
Ishares Core Msci Emkt (IEMG) 2.8 $14M 218k 65.92
Select Sector Spdr Tr Financial (XLF) 2.7 $14M 258k 53.87
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.6 $14M 271k 49.79
Spdr Series Trust Bloomberg 3-12 M (BILS) 2.3 $12M 118k 99.52
Select Sector Spdr Tr Indl (XLI) 2.3 $12M 76k 154.23
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $11M 96k 118.83
NVIDIA Corporation (NVDA) 1.9 $9.5M 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 133k 65.26
Select Sector Spdr Tr Energy (XLE) 1.5 $7.4M 83k 89.34
Apple (AAPL) 1.4 $7.2M 28k 254.63
Spdr Series Trust Ice Pfd Sec Etf (PSK) 1.4 $7.1M 215k 33.07
Microsoft Corporation (MSFT) 1.3 $6.9M 13k 517.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $6.8M 11k 612.41
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.2 $6.4M 69k 91.75
Wisdomtree Tr Us Midcap Divid (DON) 1.1 $5.8M 112k 52.30
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $5.6M 72k 78.37
JPMorgan Chase & Co. (JPM) 1.1 $5.6M 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 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 18k 243.55
Palo Alto Networks (PANW) 0.8 $4.0M 20k 203.62
Toll Brothers (TOL) 0.8 $3.9M 29k 138.14
Ishares Tr Esg Optimized (SUSA) 0.8 $3.9M 29k 135.65
Chubb (CB) 0.8 $3.9M 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 17k 227.73
Boston Scientific Corporation (BSX) 0.8 $3.9M 40k 97.63
Wells Fargo & Company (WFC) 0.8 $3.9M 46k 83.82
Ishares Tr Esg Awre Usd Etf (SUSC) 0.7 $3.6M 154k 23.56
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $3.6M 75k 48.03
Ishares Tr Global Tech Etf (IXN) 0.7 $3.4M 33k 103.21
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $3.0M 30k 100.25
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $2.0M 22k 92.98
Spdr Series Trust S&p Divid Etf (SDY) 0.4 $2.0M 14k 140.05
Broadcom (AVGO) 0.4 $1.9M 5.8k 329.92
International Business Machines (IBM) 0.4 $1.9M 6.7k 282.15
At&t (T) 0.4 $1.8M 65k 28.24
Morgan Stanley Com New (MS) 0.3 $1.8M 11k 158.96
Pfizer (PFE) 0.3 $1.7M 68k 25.48
Corning Incorporated (GLW) 0.3 $1.7M 20k 82.03
Crown Castle Intl (CCI) 0.3 $1.7M 17k 96.49
Hewlett Packard Enterprise (HPE) 0.3 $1.7M 68k 24.56
Prudential Financial (PRU) 0.3 $1.6M 16k 103.74
Texas Instruments Incorporated (TXN) 0.3 $1.6M 8.8k 183.74
United Parcel Service CL B (UPS) 0.3 $1.6M 19k 83.53
Unilever Spon Adr New (UL) 0.3 $1.6M 27k 59.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.6M 2.6k 600.28
Clearway Energy Cl A (CWEN.A) 0.3 $1.5M 56k 26.93
Exxon Mobil Corporation (XOM) 0.3 $1.4M 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 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 15k 74.37
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.0M 8.3k 125.95
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $1.0M 4.5k 226.87
Ishares Tr Esg Aware Msci (ESML) 0.2 $815k 18k 45.08
Ametek (AME) 0.2 $791k 4.2k 188.00
Philip Morris International (PM) 0.1 $685k 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 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 22k 23.12
Altria (MO) 0.1 $487k 7.4k 66.06
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $432k 4.2k 103.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $413k 2.8k 145.64
Ishares Esg Awr Msci Em (ESGE) 0.1 $411k 9.5k 43.42
Fiserv (FI) 0.1 $385k 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 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 4.6k 70.85
Chevron Corporation (CVX) 0.1 $319k 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 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 684.00 405.02
Abbvie (ABBV) 0.1 $265k 1.1k 231.56
Astrazeneca Sponsored Adr (AZN) 0.1 $259k 3.4k 76.73
Procter & Gamble Company (PG) 0.1 $255k 1.7k 153.69
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $243k 2.9k 84.69
Garmin SHS (GRMN) 0.0 $239k 972.00 246.26
Automatic Data Processing (ADP) 0.0 $237k 808.00 293.41
Ge Aerospace Com New (GE) 0.0 $234k 776.00 300.96
Alphabet Cap Stk Cl A (GOOGL) 0.0 $231k 948.00 243.18
Citigroup Com New (C) 0.0 $230k 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 2.1k 99.95
Principal Financial (PFG) 0.0 $205k 2.5k 82.91
Ishares Tr U.s. Tech Etf (IYW) 0.0 $203k 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