Long Run Wealth Advisors, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $377 Million distributed in 95 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 $41.3M, First Tr ETF Viii Tcw Opportun with a value of $31.8M, Ishares Tr with a value of $22.3M, Technology Sector Spdr with a value of $19.3M, and Vanguard Whitehall Fds (Vangua with a value of $15.4M.

Examining the 13F form we can see an increase of $33.2M in the current position value, from $344M to 377M.

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

Portfolio value $377 Million
ETFs: $296 Million
Technology: $37.5 Million
Healthcare: $8.67 Million
Financial Services: $8.28 Million
Consumer Defensive: $6.53 Million
Communication Services: $5.27 Million
Consumer Cyclical: $4.43 Million
Industrials: $4.28 Million
Other: $1.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $377 Million
  • Prior Value $344 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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