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
BND
Vanguard Bd Index Fd Inc Total

ETFs
286
+ 1.69%
$71.17 - $73.66 $20.4K - $21.1K
17.2K $1.26M
KO
Coca Cola CO

Consumer Defensive
141
+ 4.1%
$60.81 - $72.32 $8.57K - $10.2K
3.58K $256K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
88
+ 0.61%
$128.74 - $138.67 $11.3K - $12.2K
14.5K $1.94M
NXPI
Nxp Semiconductors N.V.

Technology
1.69K
+ 10.63%
$189.99 - $245.86 $321K - $416K
17.6K $3.35M
MSFT
Microsoft Corp

Technology
1.85K
+ 12.97%
$375.39 - $447.2 $696K - $829K
16.1K $6.06M
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 5.28%
$279.74 - $321.29 $10.9K - $12.5K
778 $243K
PG
Procter & Gamble CO

Consumer Defensive
70
+ 1.57%
$158.56 - $176.26 $11.1K - $12.3K
4.54K $773K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
80
+ 1.55%
$48.65 - $53.06 $3.89K - $4.24K
5.23K $271K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.32K
+ 7.65%
$57.21 - $65.8 $133K - $153K
32.6K $1.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
50
+ 1.2%
$66.9 - $71.57 $3.35K - $3.58K
4.23K $295K
IGN
Ishares Tr North Amern Tech Mu

ETFs
4.97K
+ 11.88%
N/A
46.8K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.46%
$169.43 - $182.84 $1.52K - $1.65K
1.95K $334K
DIS
Walt Disney CO

Communication Services
196
+ 8.89%
$96.87 - $114.0 $19K - $22.3K
2.4K $236K
SLF
Sun Life Financial Inc

Financial Services
23
+ 0.42%
$54.05 - $59.19 $1.24K - $1.36K
5.51K $315K
TSLA
Tesla, Inc.

Consumer Cyclical
262
+ 45.96%
$222.15 - $428.22 $58.2K - $112K
832 $215K
CRM
Salesforce, Inc.

Technology
255
+ 16.55%
$268.36 - $359.95 $68.4K - $91.8K
1.8K $481K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
660
+ 3.42%
$37.84 - $44.02 $25K - $29.1K
20K $768K
DSI
Ishares Msci Kld 400 Social Et

ETFs
143
+ 1.54%
$101.98 - $115.66 $14.6K - $16.5K
9.45K $964K
GOOG
Alphabet Inc.

Communication Services
3.85K
+ 19.27%
$156.06 - $207.71 $600K - $799K
23.8K $3.72M
AAPL
Apple Inc.

Technology
2.97K
+ 10.5%
$209.68 - $247.1 $623K - $734K
31.2K $6.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.26%
$551.42 - $612.93 $11K - $12.3K
7.7K $4.31M
VTI
Vanguard Total Stock Market Et

ETFs
80
+ 0.54%
$271.18 - $303.12 $21.7K - $24.2K
14.8K $4.05M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
8
+ 0.02%
$113.22 - $126.36 $906 - $1.01K
32.1K $3.67M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
15
+ 0.04%
$120.24 - $134.3 $1.8K - $2.01K
39.7K $4.81M
NVDA
Nvidia Corp

Technology
1.75K
+ 2.5%
$106.98 - $149.43 $187K - $262K
71.9K $7.8M
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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