Long Run Wealth Advisors

Long Run Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Long Run Wealth Advisors

Long Run Wealth Advisors holds 106 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Usd Inv Grde Etf (USIG) 11.7 $62M 1.2M 51.77
First Tr Exchange-traded Core Investment (FTCB) 8.9 $47M 2.2M 21.23
Ishares Tr Core Msci Eafe (IEFA) 6.3 $33M 372k 89.46
Select Sector Spdr Tr State Street Tec (XLK) 6.1 $33M 226k 143.97
Vanguard Whitehall Fds High Div Yld (VYM) 4.2 $22M 156k 143.52
Ishares Tr Eafe Value Etf (EFV) 3.5 $18M 258k 71.41
Select Sector Spdr Tr State Street Hea (XLV) 3.3 $18M 113k 154.80
Ishares Core Msci Emkt (IEMG) 2.9 $15M 229k 67.22
Select Sector Spdr Tr State Street Fin (XLF) 2.8 $15M 273k 54.77
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.6 $14M 279k 49.99
Select Sector Spdr Tr State Street Ind (XLI) 2.3 $12M 80k 155.12
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $12M 98k 120.18
Spdr Series Trust State Street Spd (BILS) 2.0 $10M 105k 99.22
NVIDIA Corporation (NVDA) 1.9 $10M 54k 186.50
Select Sector Spdr Tr State Street Com (XLC) 1.7 $9.2M 78k 117.72
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $9.0M 136k 66.00
Select Sector Spdr Tr State Street Ene (XLE) 1.5 $7.9M 176k 44.71
Apple (AAPL) 1.4 $7.7M 28k 271.86
Spdr Series Trust State Street Spd (PSK) 1.4 $7.3M 230k 31.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $7.1M 11k 627.12
Microsoft Corporation (MSFT) 1.2 $6.6M 14k 483.61
Spdr Series Trust State Street Spd (BIL) 1.2 $6.2M 68k 91.38
Wisdomtree Tr Us Midcap Divid (DON) 1.1 $6.0M 116k 51.60
Select Sector Spdr Tr State Street Con (XLP) 1.1 $5.9M 76k 77.68
JPMorgan Chase & Co. (JPM) 1.1 $5.9M 18k 322.22
Alphabet Cap Stk Cl C (GOOG) 1.0 $5.4M 17k 313.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $5.3M 7.8k 681.88
Ishares Tr Esg Awr Msci Usa (ESGU) 1.0 $5.2M 35k 148.98
Select Sector Spdr Tr State Street Con (XLY) 1.0 $5.2M 44k 119.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.8M 14k 335.26
Amazon (AMZN) 0.9 $4.6M 20k 230.82
Wells Fargo & Company (WFC) 0.8 $4.3M 46k 93.20
Chubb (CB) 0.8 $4.3M 14k 312.13
Ishares Tr Esg Optimized (SUSA) 0.8 $4.0M 29k 139.35
Toll Brothers (TOL) 0.7 $3.9M 29k 135.22
Ishares Tr Us Digital Infra (IDGT) 0.7 $3.9M 46k 85.00
Nxp Semiconductors N V (NXPI) 0.7 $3.9M 18k 217.06
Boston Scientific Corporation (BSX) 0.7 $3.8M 40k 95.35
Palo Alto Networks (PANW) 0.7 $3.7M 20k 184.20
Ishares Tr Esg Awre Usd Etf (SUSC) 0.7 $3.7M 157k 23.38
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $3.7M 77k 47.85
Ishares Tr Global Tech Etf (IXN) 0.7 $3.6M 34k 105.00
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $3.1M 31k 99.88
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $2.1M 23k 95.09
Morgan Stanley Com New (MS) 0.4 $2.1M 12k 177.53
Broadcom (AVGO) 0.4 $2.1M 5.9k 346.13
Spdr Series Trust State Street Spd (SDY) 0.4 $2.0M 14k 139.16
International Business Machines (IBM) 0.4 $2.0M 6.7k 296.19
United Parcel Service CL B (UPS) 0.4 $1.9M 19k 99.19
Prudential Financial (PRU) 0.3 $1.8M 16k 112.88
Corning Incorporated (GLW) 0.3 $1.8M 20k 87.56
Clearway Energy Cl A (CWEN.A) 0.3 $1.7M 55k 31.42
Pfizer (PFE) 0.3 $1.7M 69k 24.90
At&t (T) 0.3 $1.7M 68k 24.84
Hewlett Packard Enterprise (HPE) 0.3 $1.7M 70k 24.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.6M 2.6k 614.37
Texas Instruments Incorporated (TXN) 0.3 $1.6M 9.3k 173.49
Crown Castle Intl (CCI) 0.3 $1.6M 18k 88.87
Unilever Spon Adr New (UL) 0.3 $1.6M 24k 65.40
Exxon Mobil Corporation (XOM) 0.3 $1.5M 12k 120.34
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.4M 2.0k 685.00
Ishares Tr Ultra Short Dur (ICSH) 0.2 $1.3M 25k 50.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.4k 502.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.1M 16k 74.07
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.1M 8.3k 128.83
Ishares Tr Low Carbon Optim (CRBN) 0.2 $1.0M 4.6k 230.53
Philip Morris International (PM) 0.2 $997k 6.2k 160.40
Ametek (AME) 0.2 $844k 4.1k 205.29
Ishares Tr Esg Aware Msci (ESML) 0.2 $840k 18k 45.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $779k 10k 75.44
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $709k 31k 23.02
Wal-Mart Stores (WMT) 0.1 $704k 6.3k 111.41
Ishares Tr Msci Eafe Etf (EFA) 0.1 $591k 6.2k 96.03
Visa Com Cl A (V) 0.1 $582k 1.7k 350.73
Ishares Tr New York Mun Etf (NYF) 0.1 $565k 11k 53.51
Bloom Energy Corp Com Cl A (BE) 0.1 $547k 6.3k 86.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $503k 3.4k 148.70
Tesla Motors (TSLA) 0.1 $474k 1.1k 449.72
Eli Lilly & Co. (LLY) 0.1 $458k 426.00 1074.08
Altria (MO) 0.1 $432k 7.5k 57.66
Ishares Esg Awr Msci Em (ESGE) 0.1 $425k 9.6k 44.17
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $406k 7.7k 52.72
salesforce (CRM) 0.1 $389k 1.5k 264.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $377k 2.0k 191.59
Sun Life Financial (SLF) 0.1 $351k 5.6k 62.40
Chevron Corporation (CVX) 0.1 $347k 2.3k 152.40
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $328k 1.5k 224.72
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $324k 4.7k 69.52
Coca-Cola Company (KO) 0.1 $302k 4.3k 69.92
Alphabet Cap Stk Cl A (GOOGL) 0.1 $299k 954.00 313.16
Astrazeneca Sponsored Adr 0.1 $298k 3.2k 91.94
Meta Platforms Cl A (META) 0.1 $278k 422.00 659.56
NiSource (NI) 0.1 $271k 6.5k 41.76
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $266k 3.0k 90.00
Abbvie (ABBV) 0.0 $264k 1.2k 228.57
Citigroup Com New (C) 0.0 $260k 2.2k 116.71
Ge Aerospace Com New (GE) 0.0 $239k 777.00 308.03
Home Depot (HD) 0.0 $227k 658.00 344.26
Procter & Gamble Company (PG) 0.0 $220k 1.5k 143.34
Principal Financial (PFG) 0.0 $220k 2.5k 88.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $219k 3.0k 73.55
McDonald's Corporation (MCD) 0.0 $218k 713.00 305.64
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $214k 2.1k 102.55
Automatic Data Processing (ADP) 0.0 $207k 806.00 257.14
Ishares Tr U.s. Tech Etf (IYW) 0.0 $207k 1.0k 199.67
Origin Materials (ORGN) 0.0 $2.1k 10k 0.21