Long Run Wealth Advisors, LLC Portfolio Holdings

Long Run Wealth Advisors, LLC

  • $457 Million
  • Q3 2025

Long Run Wealth Advisors, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Broad Usd Inbd Etfv with a value of $61M, Ishares Tr with a value of $30.8M, Technology Sector Spdr with a value of $30.7M, Vanguard Whitehall Fds (Vangua with a value of $21.4M, and Msci Eafe Value ETF with a value of $16.9M.

Examining the 13F form we can see an increase of $28.5M in the current position value, from $429M to 457M.

Below you can find more details about Long Run Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $457 Million
ETFs: $361 Million
Technology: $41.3 Million
Financial Services: $19.3 Million
Consumer Cyclical: $9.09 Million
Communication Services: $6.67 Million
Healthcare: $6.35 Million
Consumer Defensive: $3.97 Million
Industrials: $3.38 Million
Other: $3.85 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61 Million 13.34% of portfolio
1,167,286
Q3 2025 Added 9.2%
$0
$30.8 Million 6.75% of portfolio
353,334
Q3 2025 Added 3.11%
$0
$30.7 Million 6.71% of portfolio
108,841
Q3 2025 Reduced 2.06%
$0
$21.4 Million 4.68% of portfolio
151,667
Q3 2025 Added 3.3%
$0
$16.9 Million 3.69% of portfolio
248,682
Q3 2025 Added 3.26%
$0
$15.4 Million 3.36% of portfolio
110,360
Q3 2025 Added 7.69%
$0
$13.9 Million 3.04% of portfolio
257,651
Q3 2025 Added 4.56%
$0
$13.5 Million 2.95% of portfolio
270,686
Q3 2025 Added 8.65%
$0
$11.8 Million 2.58% of portfolio
118,378
Q3 2025 Added 9.4%
$0
$11.7 Million 2.56% of portfolio
218,247
Q3 2025 Reduced 2.14%
$0
$11.7 Million 2.56% of portfolio
75,900
Q3 2025 Added 2.35%
$0
$11.4 Million 2.49% of portfolio
95,787
Q3 2025 Reduced 3.23%
$451B
$9.54 Million 2.09% of portfolio
51,117
Q3 2025 Reduced 20.04%
$0
$8.76 Million 1.92% of portfolio
73,982
Q3 2025 Reduced 1.82%
$0
$8.7 Million 1.9% of portfolio
133,315
Q3 2025 Added 307.7%
$0
$7.41 Million 1.62% of portfolio
82,966
Q3 2025 Added 7.78%
$0
$7.12 Million 1.56% of portfolio
215,328
Q3 2025 Added 7.06%
$3.86T
$6.86 Million 1.5% of portfolio
13,236
Q3 2025 Reduced 7.65%
$0
$6.83 Million 1.49% of portfolio
11,153
Q3 2025 Reduced 3.8%
$0
$6.36 Million 1.39% of portfolio
69,337
Q3 2025 Reduced 7.58%
$0
$5.85 Million 1.28% of portfolio
111,836
Q3 2025 Added 4.61%
$871B
$5.55 Million 1.22% of portfolio
17,608
Q3 2025 Reduced 7.86%
$0
$5.47 Million 1.2% of portfolio
71,939
Q3 2025 Added 14.28%
$0
$5.18 Million 1.13% of portfolio
7,770
Q3 2025 Added 0.92%
$0
$5.12 Million 1.12% of portfolio
35,166
Q3 2025 Reduced 5.95%
$0
$4.98 Million 1.09% of portfolio
20,775
Q3 2025 Reduced 0.96%
$0
$4.56 Million 1.0% of portfolio
13,890
Q3 2025 Reduced 0.54%
$2.26T
$4.34 Million 0.95% of portfolio
19,781
Q3 2025 Reduced 0.41%
$1.53T
$4.3 Million 0.94% of portfolio
17,651
Q3 2025 Reduced 23.6%
$64.2B
$4 Million 0.88% of portfolio
19,668
Q3 2025 Added 2.37%
$0
$3.93 Million 0.86% of portfolio
28,946
Q3 2025 Reduced 4.94%
$15.4B
$3.93 Million 0.86% of portfolio
28,461
Q3 2025 Reduced 14.59%
$112B
$3.91 Million 0.86% of portfolio
13,851
Q3 2025 Added 8.1%
$58.4B
$3.88 Million 0.85% of portfolio
17,053
Q3 2025 Reduced 2.36%
$143B
$3.87 Million 0.85% of portfolio
39,619
Q3 2025 Added 8.37%
$322B
$3.86 Million 0.84% of portfolio
46,024
Q3 2025 Reduced 4.2%
$0
$3.62 Million 0.79% of portfolio
153,740
Q3 2025 Added 6.17%
$0
$3.62 Million 0.79% of portfolio
75,337
Q3 2025 Added 6.72%
$0
$3.35 Million 0.73% of portfolio
32,463
Q3 2025 Reduced 23.16%
$0
$3.03 Million 0.66% of portfolio
30,197
Q3 2025 Reduced 66.35%
$0
$2.04 Million 0.45% of portfolio
21,991
Q3 2025 Reduced 2.31%
$0
$1.98 Million 0.43% of portfolio
14,110
Q3 2025 Reduced 1.02%
$139B
$1.91 Million 0.42% of portfolio
5,786
Q3 2025 Reduced 16.35%
-
$1.93 Million 0.42% of portfolio
55,972
Q3 2025 Added 21.2%
$253B
$1.89 Million 0.41% of portfolio
6,699
Q3 2025 Added 11.06%
$186B
$1.83 Million 0.4% of portfolio
64,781
Q3 2025 Added 6.4%
$270B
$1.78 Million 0.39% of portfolio
11,169
Q3 2025 Reduced 9.08%
$177B
$1.72 Million 0.38% of portfolio
8,833
Q3 2025 Added 15.83%
$139B
$1.74 Million 0.38% of portfolio
68,396
Q3 2025 Added 5.8%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $457 Million
  • Prior Value $429 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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