Long Run Wealth Advisors, LLC Purchases in Q4 2024

Long Run Wealth Advisors, LLC

  • $411 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
23.7K
+ 95.01%
$99.0 - $99.5 $2.34M - $2.35M
48.6K $4.82M
IEMG
Ishares Inc

ETFs
9.38K
+ 4.52%
N/A
217K $11.6M
VTI
Vanguard Total Stock Market Et

ETFs
1.23K
+ 9.12%
$280.04 - $302.45 $344K - $372K
14.7K $4.26M
SLF
Sun Life Financial Inc

Financial Services
5.49K
New
$55.43 - $62.69 $304K - $344K
5.49K $325K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8.82K
+ 12.69%
$46.33 - $48.6 $408K - $428K
78.3K $3.64M
PM
Philip Morris International Inc.

Consumer Defensive
1.96K
+ 61.57%
$118.38 - $133.06 $232K - $261K
5.14K $618K
TSLA
Tesla, Inc.

Consumer Cyclical
570
New
$213.65 - $479.86 $122K - $274K
570 $230K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.16K
New
$67.29 - $73.38 $212K - $232K
3.16K $214K
NI
Nisource Inc.

Utilities
5.74K
New
$33.74 - $38.25 $193K - $219K
5.74K $210K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
15.3K
+ 10.61%
$22.65 - $23.8 $347K - $365K
160K $3.63M
CWENA
Clearway Energy Inc Cl A
5.07K
+ 11.47%
N/A
49.3K $1.7M
HBI
Hanesbrands Inc.

Consumer Cyclical
15.6K
New
$6.91 - $8.91 $108K - $139K
15.6K $126K
TXN
Texas Instruments Inc

Technology
572
+ 9.52%
N/A
6.58K $1.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.13K
+ 38.93%
$58.88 - $64.8 $125K - $138K
7.59K $447K
XLE
Energy Sector Spdr

ETFs
2.85K
+ 4.0%
$83.32 - $97.27 $237K - $277K
74K $6.34M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.15K
+ 2.33%
$48.48 - $49.47 $250K - $255K
226K $11M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
47.3K
+ 5.52%
$42.84 - $45.38 $2.03M - $2.15M
905K $38.9M
XLP
Consumer Staples Sector Spdr

ETFs
1.13K
+ 1.99%
N/A
57.9K $4.41M
WMT
Walmart Inc.

Consumer Defensive
278
+ 4.75%
$79.1 - $95.7 $22K - $26.6K
6.13K $553K
T
At&T Inc.

Communication Services
1.35K
+ 2.16%
$21.22 - $23.88 $28.7K - $32.3K
64.1K $1.46M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.5K
+ 26.51%
$49.79 - $51.14 $74.6K - $76.6K
7.15K $358K
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.29%
$481.22 - $538.17 $3.85K - $4.31K
2.79K $1.43M
MRK
Merck & Co., Inc.

Healthcare
5.13K
+ 16.23%
$96.31 - $114.76 $494K - $589K
36.8K $3.66M
PFE
Pfizer Inc

Healthcare
5.92K
+ 12.84%
$24.8 - $30.19 $147K - $179K
52K $1.38M
AME
Ametek Inc

Industrials
6
+ 0.14%
$165.89 - $197.38 $995 - $1.18K
4.34K $781K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
13.2K
+ 8.72%
$32.75 - $35.81 $432K - $473K
165K $5.43M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
740
+ 21.54%
$68.25 - $75.42 $50.5K - $55.8K
4.18K $285K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
18
+ 1.18%
$170.03 - $192.78 $3.06K - $3.47K
1.54K $284K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
717
+ 0.57%
$126.68 - $134.74 $90.8K - $96.6K
125K $16M
ORGN
Origin Materials, Inc.

Basic Materials
10.4K
New
$0.96 - $1.48 $9.94K - $15.3K
10.4K $13K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
83
+ 1.64%
$46.48 - $51.32 $3.86K - $4.26K
5.15K $247K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.5K
+ 4.66%
$96.64 - $101.23 $242K - $253K
56.1K $5.44M
Gsk PLC
20.4K
+ 23.69%
N/A
106K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
41.9K
New
N/A
41.9K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.36%
$174.22 - $187.62 $1.22K - $1.31K
1.94K $339K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.41%
$288.47 - $316.54 $865 - $950
739 $214K
PG
Procter & Gamble CO

Consumer Defensive
27
+ 0.61%
$161.05 - $179.7 $4.35K - $4.85K
4.47K $748K
XLV
Select Sector Spdr Fund Health

ETFs
9.53K
+ 11.76%
$136.28 - $154.74 $1.3M - $1.47M
90.6K $12.5M
XOM
Exxon Mobil Corp

Energy
21
+ 0.65%
$105.51 - $125.37 $2.22K - $2.63K
3.27K $351K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
52
+ 0.42%
$33.39 - $37.66 $1.74K - $1.96K
12.3K $411K
EFA
Ishares Tr Msci Eafe ETF

ETFs
76
+ 1.4%
$75.1 - $82.99 $5.71K - $6.31K
5.5K $416K
BND
Vanguard Bd Index Fd Inc Total

ETFs
202
+ 1.21%
$71.75 - $75.11 $14.5K - $15.2K
16.9K $1.22M
EFV
Msci Eafe Value ETF

ETFs
20.7K
+ 9.22%
$51.78 - $57.15 $1.07M - $1.18M
245K $12.9M
UL
Unilever PLC

Consumer Defensive
1.92K
+ 9.63%
$56.7 - $64.64 $109K - $124K
21.9K $1.24M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.74K
+ 6.86%
$75.65 - $83.47 $132K - $145K
27.1K $2.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
86
+ 0.6%
$131.66 - $144.0 $11.3K - $12.4K
14.4K $1.9M
CCI
Crown Castle International Corp

Real Estate
1.81K
+ 15.17%
$89.78 - $119.11 $162K - $215K
13.7K $1.24M
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.15K
+ 12.85%
$123.8 - $167.8 $390K - $528K
27.6K $3.48M
PANW
Palo Alto Networks Inc

Technology
7.82K
+ 71.66%
$181.96 - $405.9 $1.42M - $3.17M
18.7K $3.41M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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