Long Run Wealth Advisors, LLC Portfolio Holdings

Long Run Wealth Advisors, LLC

  • $437 Million
  • Q1 2025

Long Run Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $437 Million distributed in 102 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 $52.6M, First Tr ETF Viii Tcw Opportun with a value of $40.9M, Ishares Tr with a value of $25.3M, Technology Sector Spdr with a value of $23.9M, and Vanguard Whitehall Fds (Vangua with a value of $18.3M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $411M to 437M.

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

Portfolio value $437 Million
ETFs: $349 Million
Technology: $37.3 Million
Financial Services: $18 Million
Consumer Cyclical: $8.28 Million
Healthcare: $6.16 Million
Communication Services: $5.72 Million
Consumer Defensive: $4.37 Million
Industrials: $2.38 Million
Other: $3.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.6 Million 12.06% of portfolio
1,032,454
Q1 2025 Added 4.11%
$0
$40.9 Million 9.36% of portfolio
934,083
Q1 2025 Added 3.24%
$0
$25.3 Million 5.8% of portfolio
331,324
Q1 2025 Reduced 5.46%
$0
$23.9 Million 5.47% of portfolio
115,750
Q1 2025 Added 15.79%
$0
$18.3 Million 4.2% of portfolio
143,784
Q1 2025 Added 14.61%
$0
$14.1 Million 3.23% of portfolio
237,237
Q1 2025 Reduced 3.36%
$0
$12.8 Million 2.92% of portfolio
88,319
Q1 2025 Reduced 2.48%
$0
$11.8 Million 2.71% of portfolio
220,329
Q1 2025 Added 1.62%
$0
$11.8 Million 2.7% of portfolio
240,039
Q1 2025 Added 6.32%
$0
$11.7 Million 2.67% of portfolio
236,953
Q1 2025 Added 20.66%
$0
$10.1 Million 2.32% of portfolio
97,370
Q1 2025 Added 11.59%
$0
$9.57 Million 2.19% of portfolio
73,568
Q1 2025 Added 4.62%
$0
$8.96 Million 2.05% of portfolio
90,101
Q1 2025 Added 85.49%
$0
$8.68 Million 1.99% of portfolio
87,920
Q1 2025 Added 56.63%
$270B
$7.8 Million 1.79% of portfolio
71,949
Q1 2025 Added 2.5%
$0
$7.27 Million 1.66% of portfolio
75,885
Q1 2025 Added 7.63%
$0
$6.51 Million 1.49% of portfolio
70,381
Q1 2025 Reduced 4.94%
$2.8T
$6.06 Million 1.39% of portfolio
16,146
Q1 2025 Added 12.97%
$0
$6.02 Million 1.38% of portfolio
185,124
Q1 2025 Added 12.49%
$0
$5.95 Million 1.36% of portfolio
11,646
Q1 2025 Added 6.25%
$720B
$5.34 Million 1.22% of portfolio
21,785
Q1 2025 Added 6.43%
$0
$5.17 Million 1.18% of portfolio
56,345
Q1 2025 Added 25.89%
$0
$5.14 Million 1.18% of portfolio
104,587
Q1 2025 Added 20.61%
$0
$4.81 Million 1.1% of portfolio
39,668
Q1 2025 Added 0.04%
$0
$4.52 Million 1.04% of portfolio
59,498
Q1 2025 Added 2.69%
$0
$4.31 Million 0.99% of portfolio
7,704
Q1 2025 Added 0.26%
$0
$4.25 Million 0.97% of portfolio
21,555
Q1 2025 Added 30.87%
$0
$4.05 Million 0.93% of portfolio
14,795
Q1 2025 Added 0.54%
$1.94T
$3.86 Million 0.88% of portfolio
20,284
Q1 2025 Added 23.13%
$144B
$3.75 Million 0.86% of portfolio
37,183
Q1 2025 Reduced 6.38%
$951B
$3.72 Million 0.85% of portfolio
23,807
Q1 2025 Added 19.27%
$125B
$3.71 Million 0.85% of portfolio
12,291
Q1 2025 New
$12B
$3.66 Million 0.84% of portfolio
34,622
Q1 2025 Added 25.25%
$0
$3.67 Million 0.84% of portfolio
32,144
Q1 2025 Added 0.02%
$272B
$3.63 Million 0.83% of portfolio
50,550
Q1 2025 New
$51.1B
$3.48 Million 0.8% of portfolio
20,373
Q1 2025 Added 8.76%
$49.9B
$3.35 Million 0.77% of portfolio
17,608
Q1 2025 Added 10.63%
$0
$3.3 Million 0.76% of portfolio
69,713
Q1 2025 Reduced 10.96%
$0
$3.29 Million 0.75% of portfolio
143,051
Q1 2025 Reduced 10.52%
$0
$3.19 Million 0.73% of portfolio
42,150
Q1 2025 Reduced 25.99%
$0
$1.94 Million 0.44% of portfolio
14,452
Q1 2025 Added 0.61%
$0
$1.89 Million 0.43% of portfolio
22,934
Q1 2025 Reduced 15.48%
$0
$1.9 Million 0.43% of portfolio
32,608
Q1 2025 Added 7.65%
$202B
$1.76 Million 0.4% of portfolio
62,410
Q1 2025 Reduced 2.61%
-
$1.69 Million 0.39% of portfolio
49,024
Q1 2025 Reduced 0.49%
$223B
$1.65 Million 0.38% of portfolio
6,623
Q1 2025 Added 6.6%
$496B
$1.6 Million 0.37% of portfolio
13,421
Q1 2025 Added 310.55%
$177B
$1.6 Million 0.37% of portfolio
8,234
Q1 2025 Added 25.16%
$198B
$1.56 Million 0.36% of portfolio
13,349
Q1 2025 Added 19.8%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $437 Million
  • Prior Value $411 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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