Long Run Wealth Advisors, LLC Purchases in Q1 2025

Long Run Wealth Advisors, LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
41.5K
+ 85.49%
$99.16 - $99.52 $4.12M - $4.13M
90.1K $8.96M
CB
Chubb LTD

Financial Services
12.3K
New
$257.71 - $301.99 $3.17M - $3.71M
12.3K $3.71M
WFC
Wells Fargo & Company

Financial Services
50.6K
New
$66.78 - $81.42 $3.38M - $4.12M
50.6K $3.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.8K
+ 56.63%
$95.85 - $99.25 $3.05M - $3.15M
87.9K $8.68M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
40.7K
+ 4.11%
$49.67 - $51.43 $2.02M - $2.09M
1.03M $52.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.3K
+ 14.61%
$126.11 - $135.06 $2.31M - $2.48M
144K $18.3M
XLF
Financial Sector Spdr

ETFs
40.6K
+ 20.66%
$47.32 - $52.19 $1.92M - $2.12M
237K $11.7M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
29.3K
+ 3.24%
$42.4 - $44.11 $1.24M - $1.29M
934K $40.9M
PRU
Prudential Financial Inc

Financial Services
13.3K
New
$105.04 - $122.33 $1.39M - $1.62M
13.3K $1.48M
UPS
United Parcel Service Inc

Industrials
12.3K
New
$109.66 - $136.26 $1.35M - $1.67M
12.3K $1.35M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.6K
+ 25.89%
$91.45 - $91.75 $1.06M - $1.06M
56.3K $5.17M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
14.3K
+ 6.32%
$48.31 - $49.23 $689K - $703K
240K $11.8M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
17.9K
+ 20.61%
$48.02 - $53.02 $858K - $947K
105K $5.14M
XLK
Technology Sector Spdr

ETFs
15.8K
+ 15.79%
$206.38 - $242.18 $3.26M - $3.82M
116K $23.9M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
20.6K
+ 12.49%
$32.41 - $34.01 $666K - $699K
185K $6.02M
XLY
Select Sector Spdr Consumer Di

ETFs
5.08K
+ 30.87%
$192.6 - $233.2 $979K - $1.19M
21.6K $4.25M
NYF
Ishares New York Muni Bond ETF

ETFs
10.5K
New
$52.33 - $53.92 $550K - $566K
10.5K $552K
XLC
Select Sector Spdr Tr Communic

ETFs
5.38K
+ 7.63%
$94.84 - $105.31 $510K - $567K
75.9K $7.27M
JPM
Jpmorgan Chase & CO

Financial Services
1.32K
+ 6.43%
$225.19 - $279.95 $296K - $368K
21.8K $5.34M
TXN
Texas Instruments Inc

Technology
1.66K
+ 25.16%
N/A
8.23K $1.6M
XLI
Industrial Sector Spdr

ETFs
3.25K
+ 4.62%
$128.78 - $141.67 $419K - $461K
73.6K $9.57M
CVX
Chevron Corp

Energy
1.81K
New
$146.71 - $167.97 $265K - $304K
1.81K $302K
IBM
International Business Machines Corp

Technology
410
+ 6.6%
$217.4 - $264.74 $89.1K - $109K
6.62K $1.65M
AZN
Astrazeneca PLC

Healthcare
3.36K
New
$65.37 - $77.96 $219K - $262K
3.36K $246K
AMZN
Amazon Com Inc

Consumer Cyclical
3.81K
+ 23.13%
$190.26 - $242.06 $725K - $922K
20.3K $3.86M
ABBV
Abb Vie Inc.

Healthcare
1.13K
New
$169.2 - $216.66 $191K - $244K
1.13K $236K
LLY
Eli Lilly & CO

Healthcare
280
New
$725.72 - $929.72 $203K - $260K
280 $231K
UL
Unilever PLC

Consumer Defensive
2.65K
+ 12.12%
$54.72 - $60.29 $145K - $160K
24.6K $1.46M
CCI
Crown Castle International Corp

Real Estate
330
+ 2.41%
$84.33 - $106.39 $27.8K - $35.1K
14K $1.46M
UNH
Unitedhealth Group Inc

Healthcare
413
New
$461.52 - $548.18 $191K - $226K
413 $216K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 4.38%
$442.66 - $534.52 $43.8K - $52.9K
2.36K $1.24M
PM
Philip Morris International Inc.

Consumer Defensive
98
+ 1.91%
$117.15 - $158.79 $11.5K - $15.6K
5.24K $831K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.02K
+ 17.2%
$50.44 - $50.68 $203K - $204K
27.4K $1.39M
PFG
Principal Financial Group Inc

Financial Services
2.42K
New
$76.34 - $89.04 $185K - $215K
2.42K $204K
IEMG
Ishares Inc

ETFs
3.52K
+ 1.62%
N/A
220K $11.8M
TOL
Toll Brothers, Inc.

Consumer Cyclical
6.98K
+ 25.25%
$103.02 - $140.69 $719K - $982K
34.6K $3.66M
MS
Morgan Stanley

Financial Services
2.21K
+ 19.8%
$111.68 - $141.08 $246K - $311K
13.3K $1.56M
IVV
Ishares Core S&P 500 ETF

ETFs
354
+ 22.38%
$554.06 - $615.85 $196K - $218K
1.94K $1.08M
XLP
Consumer Staples Sector Spdr

ETFs
1.56K
+ 2.69%
N/A
59.5K $4.52M
GLW
Corning Inc

Technology
3.32K
+ 12.44%
$44.91 - $54.25 $149K - $180K
30K $1.37M
HPE
Hewlett Packard Enterprise CO

Technology
29.4K
+ 49.39%
$14.77 - $24.42 $434K - $718K
88.9K $1.37M
PFE
Pfizer Inc

Healthcare
6.24K
+ 11.99%
$25.01 - $27.13 $156K - $169K
58.2K $1.48M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.06K
+ 14.0%
$58.01 - $64.46 $61.7K - $68.5K
8.65K $540K
V
Visa Inc.

Financial Services
127
+ 9.26%
$306.92 - $362.71 $39K - $46.1K
1.5K $525K
MO
Altria Group, Inc.

Consumer Defensive
157
+ 1.85%
$50.81 - $60.02 $7.98K - $9.42K
8.62K $517K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.1K
+ 11.59%
$102.49 - $119.96 $1.04M - $1.21M
97.4K $10.1M
PANW
Palo Alto Networks Inc

Technology
1.64K
+ 8.76%
$167.82 - $208.28 $275K - $342K
20.4K $3.48M
AVGO
Broadcom Inc.

Technology
2.49K
+ 43.53%
$167.43 - $244.7 $418K - $610K
8.22K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
685
+ 6.25%
$507.05 - $563.67 $347K - $386K
11.6K $5.95M
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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