Long Run Wealth Advisors, LLC Purchases in Q3 2024

Long Run Wealth Advisors, LLC

  • $420 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
221K
New
$47.95 - $49.61 $10.6M - $10.9M
221K $10.9M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
53.1K
+ 5.86%
$49.82 - $52.8 $2.64M - $2.8M
959K $50.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.2K
+ 163.05%
$96.25 - $101.98 $3.2M - $3.39M
53.6K $5.43M
AMZN
Amazon Com Inc

Consumer Cyclical
18.2K
+ 1000.77%
$161.02 - $200.0 $2.93M - $3.64M
20K $3.73M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
30.9K
+ 3.73%
$42.87 - $45.76 $1.32M - $1.41M
857K $38.8M
IEFA
Ishares Tr

ETFs
10.2K
+ 3.24%
$70.09 - $78.74 $712K - $800K
324K $25.3M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
63.4K
+ 78.24%
$22.51 - $23.92 $1.43M - $1.52M
145K $3.44M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
29.7K
+ 74.81%
$46.18 - $48.92 $1.37M - $1.45M
69.5K $3.38M
EFV
Msci Eafe Value ETF

ETFs
3.52K
+ 1.59%
$51.72 - $57.96 $182K - $204K
225K $12.9M
TXN
Texas Instruments Inc

Technology
6.01K
New
$194.6 - $194.6 $1.17M - $1.17M
6.01K $1.17M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
9.41K
+ 60.7%
$98.97 - $99.59 $931K - $937K
24.9K $2.48M
XLV
Select Sector Spdr Fund Health

ETFs
506
+ 0.63%
$143.3 - $157.24 $72.5K - $79.6K
81K $12.5M
XLE
Energy Sector Spdr

ETFs
10.6K
+ 17.57%
$84.35 - $93.39 $897K - $994K
71.2K $6.25M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
11K
+ 7.85%
$33.58 - $35.96 $370K - $396K
151K $5.4M
TGT
Target Corp

Consumer Defensive
2.78K
+ 13.63%
$133.47 - $159.25 $371K - $443K
23.2K $3.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
480
+ 4.42%
$475.2 - $527.7 $228K - $253K
11.3K $5.99M
CRM
Salesforce, Inc.

Technology
1.96K
New
$238.42 - $276.53 $468K - $543K
1.96K $537K
XLK
Technology Sector Spdr

ETFs
2.55K
+ 2.41%
$197.34 - $237.68 $503K - $606K
108K $24.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.6K
+ 23.56%
$50.32 - $50.75 $433K - $437K
45.1K $2.29M
XLC
Select Sector Spdr Tr Communic

ETFs
464
+ 0.59%
$82.16 - $90.4 $38.1K - $41.9K
78.9K $7.14M
CCI
Crown Castle International Corp

Real Estate
1.58K
+ 15.36%
$95.29 - $120.24 $151K - $190K
11.9K $1.41M
XLY
Select Sector Spdr Consumer Di

ETFs
228
+ 1.15%
$170.05 - $200.86 $38.8K - $45.8K
20K $4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
475
+ 21.02%
$405.19 - $478.57 $192K - $227K
2.74K $1.26M
IXN
Ishares Global Information Tec

ETFs
4.14K
+ 7.27%
$73.0 - $87.81 $302K - $363K
61K $5.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.25K
+ 11.83%
$57.32 - $62.65 $186K - $204K
30.7K $1.92M
CSCO
Cisco Systems, Inc.

Technology
2.25K
+ 7.19%
$44.74 - $53.22 $101K - $120K
33.6K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
391
+ 18.9%
$520.18 - $576.82 $203K - $226K
2.46K $1.42M
IEMG
Ishares Inc

ETFs
4.71K
+ 2.32%
$53.64 - $53.64 $252K - $252K
207K $11.1M
MCD
Mcdonalds Corp

Consumer Cyclical
736
New
$245.82 - $304.51 $181K - $224K
736 $224K
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 0.31%
$255.18 - $283.2 $10.7K - $11.9K
13.5K $3.82M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.62K
+ 92.1%
$113.41 - $125.62 $184K - $204K
3.38K $424K
PFE
Pfizer Inc

Healthcare
6.12K
+ 15.32%
$27.7 - $31.39 $170K - $192K
46.1K $1.33M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.19K
New
$87.56 - $95.49 $192K - $209K
2.19K $209K
CL
Colgate Palmolive CO

Consumer Defensive
2K
New
$95.54 - $108.77 $191K - $217K
2K $207K
UNH
Unitedhealth Group Inc

Healthcare
355
New
$488.01 - $604.18 $173K - $214K
355 $207K
PFG
Principal Financial Group Inc

Financial Services
2.38K
New
$72.94 - $87.46 $173K - $208K
2.38K $204K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
817
+ 3.32%
$75.63 - $84.89 $61.8K - $69.4K
25.4K $2.14M
MRK
Merck & Co., Inc.

Healthcare
4.03K
+ 14.59%
$111.15 - $128.97 $448K - $519K
31.6K $3.59M
PM
Philip Morris International Inc.

Consumer Defensive
1.06K
+ 50.0%
$101.25 - $127.45 $107K - $135K
3.18K $386K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
557
+ 2.8%
$38.03 - $42.06 $21.2K - $23.4K
20.5K $855K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
18
+ 0.33%
$175.05 - $196.39 $3.15K - $3.54K
5.52K $1.08M
XOM
Exxon Mobil Corp

Energy
547
+ 20.25%
$109.72 - $119.0 $60K - $65.1K
3.25K $380K
BND
Vanguard Bd Index Fd Inc Total

ETFs
232
+ 1.41%
$71.45 - $75.64 $16.6K - $17.5K
16.7K $1.26M
NXPI
Nxp Semiconductors N.V.

Technology
1.81K
+ 13.57%
$225.14 - $290.78 $408K - $527K
15.2K $3.64M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
417
+ 13.82%
$69.16 - $76.64 $28.8K - $32K
3.44K $258K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
283
+ 2.36%
$32.04 - $37.11 $9.07K - $10.5K
12.3K $446K
CVX
Chevron Corp

Energy
465
+ 16.38%
$137.88 - $161.97 $64.1K - $75.3K
3.3K $486K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.07%
$160.76 - $177.82 $482 - $533
4.44K $768K
MO
Altria Group, Inc.

Consumer Defensive
96
+ 1.9%
$45.95 - $54.71 $4.41K - $5.25K
5.15K $262K
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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