Long Run Wealth Advisors, LLC Portfolio Holdings

Long Run Wealth Advisors, LLC

  • $429 Million
  • Q2 2025

Long Run Wealth Advisors, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $429 Million distributed in 105 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 $55M, Ishares Tr with a value of $28.6M, Technology Sector Spdr with a value of $28.1M, Vanguard Whitehall Fds (Vangua with a value of $19.6M, and Msci Eafe Value ETF with a value of $15.3M.

Examining the 13F form we can see an decrease of $7.99M in the current position value, from $437M to 429M.

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

Portfolio value $429 Million
ETFs: $335 Million
Technology: $42 Million
Financial Services: $18.5 Million
Consumer Cyclical: $8.93 Million
Communication Services: $6.46 Million
Healthcare: $6.26 Million
Consumer Defensive: $3.36 Million
Industrials: $2.74 Million
Other: $3.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55 Million 12.83% of portfolio
1,068,899
Q2 2025 Added 3.53%
$0
$28.6 Million 6.68% of portfolio
342,690
Q2 2025 Added 3.43%
$0
$28.1 Million 6.57% of portfolio
111,131
Q2 2025 Reduced 3.99%
$0
$19.6 Million 4.57% of portfolio
146,822
Q2 2025 Added 2.11%
$0
$15.3 Million 3.57% of portfolio
240,823
Q2 2025 Added 1.51%
$0
$13.8 Million 3.22% of portfolio
102,477
Q2 2025 Added 16.03%
$0
$12.9 Million 3.01% of portfolio
246,425
Q2 2025 Added 4.0%
$0
$12.3 Million 2.86% of portfolio
249,146
Q2 2025 Added 3.79%
$0
$12 Million 2.79% of portfolio
223,031
Q2 2025 Added 1.23%
$0
$10.9 Million 2.55% of portfolio
74,159
Q2 2025 Added 0.8%
$0
$10.8 Million 2.52% of portfolio
98,987
Q2 2025 Added 1.66%
$0
$10.8 Million 2.51% of portfolio
108,203
Q2 2025 Added 20.09%
$456B
$10.1 Million 2.36% of portfolio
63,929
Q2 2025 Reduced 11.15%
$0
$8.9 Million 2.08% of portfolio
89,731
Q2 2025 Added 2.06%
$0
$8.18 Million 1.91% of portfolio
75,353
Q2 2025 Reduced 0.7%
$3.95T
$7.13 Million 1.66% of portfolio
14,332
Q2 2025 Reduced 11.23%
$3.69T
$6.67 Million 1.56% of portfolio
32,517
Q2 2025 Added 4.1%
$0
$6.59 Million 1.54% of portfolio
11,594
Q2 2025 Reduced 0.45%
$0
$6.53 Million 1.52% of portfolio
76,979
Q2 2025 Added 9.37%
$0
$6.39 Million 1.49% of portfolio
201,124
Q2 2025 Added 8.64%
$859B
$5.54 Million 1.29% of portfolio
19,110
Q2 2025 Reduced 12.28%
$0
$5.36 Million 1.25% of portfolio
106,909
Q2 2025 Added 2.22%
$0
$5.06 Million 1.18% of portfolio
37,389
Q2 2025 Reduced 5.75%
$0
$4.79 Million 1.12% of portfolio
62,950
Q2 2025 Added 5.8%
$0
$4.76 Million 1.11% of portfolio
7,699
Q2 2025 Reduced 0.06%
$0
$4.56 Million 1.06% of portfolio
20,976
Q2 2025 Reduced 2.69%
$2.26T
$4.36 Million 1.02% of portfolio
19,863
Q2 2025 Reduced 2.08%
$0
$4.24 Million 0.99% of portfolio
13,966
Q2 2025 Reduced 5.6%
$1.24T
$4.1 Million 0.96% of portfolio
23,102
Q2 2025 Reduced 2.96%
$147B
$3.93 Million 0.92% of portfolio
36,559
Q2 2025 Reduced 1.68%
$52.5B
$3.93 Million 0.92% of portfolio
19,213
Q2 2025 Reduced 5.69%
$0
$3.9 Million 0.91% of portfolio
42,249
Q2 2025 Added 0.23%
$302B
$3.85 Million 0.9% of portfolio
48,040
Q2 2025 Reduced 4.97%
$0
$3.86 Million 0.9% of portfolio
30,451
Q2 2025 Reduced 5.27%
$14.5B
$3.8 Million 0.89% of portfolio
33,322
Q2 2025 Reduced 3.75%
$57.8B
$3.82 Million 0.89% of portfolio
17,465
Q2 2025 Reduced 0.81%
$112B
$3.71 Million 0.87% of portfolio
12,813
Q2 2025 Added 4.25%
$0
$3.36 Million 0.78% of portfolio
144,808
Q2 2025 Added 1.23%
$0
$3.36 Million 0.78% of portfolio
70,592
Q2 2025 Added 1.26%
$0
$2.03 Million 0.47% of portfolio
32,699
Q2 2025 Added 0.28%
$0
$2.01 Million 0.47% of portfolio
22,512
Q2 2025 Reduced 1.84%
$0
$1.93 Million 0.45% of portfolio
14,255
Q2 2025 Reduced 1.36%
$127B
$1.91 Million 0.44% of portfolio
6,917
Q2 2025 Reduced 15.88%
$203B
$1.76 Million 0.41% of portfolio
60,884
Q2 2025 Reduced 2.45%
$210B
$1.78 Million 0.41% of portfolio
6,032
Q2 2025 Reduced 8.92%
$250B
$1.73 Million 0.4% of portfolio
12,285
Q2 2025 Reduced 7.97%
$27.4B
$1.73 Million 0.4% of portfolio
84,823
Q2 2025 Reduced 4.62%
-
$1.59 Million 0.37% of portfolio
46,182
Q2 2025 Reduced 5.8%
$138B
$1.57 Million 0.37% of portfolio
64,645
Q2 2025 Added 11.01%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $429 Million
  • Prior Value $437 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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