Long Run Wealth Advisors, LLC Incresed Positions in Q3 2025

Long Run Wealth Advisors, LLC

  • $457 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
101K
+ 307.7%
$62.09 - $66.51 $6.25M - $6.69M
133K $8.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
98.4K
+ 9.2%
$50.73 - $52.47 $4.99M - $5.16M
1.17M $61M
IEFA
Ishares Tr

ETFs
10.6K
+ 3.11%
$81.7 - $87.53 $870K - $932K
353K $30.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.85K
+ 3.3%
$132.9 - $142.03 $644K - $688K
152K $21.4M
EFV
Msci Eafe Value ETF

ETFs
7.86K
+ 3.26%
$62.79 - $68.42 $493K - $538K
249K $16.9M
XLV
Select Sector Spdr Fund Health

ETFs
7.88K
+ 7.69%
$129.01 - $139.72 $1.02M - $1.1M
110K $15.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
21.5K
+ 8.65%
$49.05 - $49.99 $1.06M - $1.08M
271K $13.5M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.2K
+ 9.4%
$99.12 - $99.52 $1.01M - $1.01M
118K $11.8M
XLF
Financial Sector Spdr

ETFs
11.2K
+ 4.56%
$51.37 - $54.25 $577K - $609K
258K $13.9M
XLE
Energy Sector Spdr

ETFs
5.99K
+ 7.78%
$84.25 - $91.99 $504K - $551K
83K $7.41M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
14.2K
+ 7.06%
$31.78 - $33.69 $451K - $479K
215K $7.12M
XLP
Consumer Staples Sector Spdr

ETFs
8.99K
+ 14.28%
N/A
71.9K $5.47M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.93K
+ 4.61%
$50.02 - $53.28 $246K - $263K
112K $5.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
71
+ 0.92%
$617.65 - $666.84 $43.9K - $47.3K
7.77K $5.18M
PM
Philip Morris International Inc.

Consumer Defensive
2.39K
+ 130.32%
$157.77 - $183.27 $377K - $438K
4.22K $685K
CWENA
Clearway Energy Inc Cl A
9.79K
+ 21.2%
N/A
56K $1.93M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.75K
+ 6.72%
$46.86 - $48.27 $222K - $229K
75.3K $3.62M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8.93K
+ 6.17%
$22.89 - $23.7 $204K - $212K
154K $3.62M
TXN
Texas Instruments Inc

Technology
1.21K
+ 15.83%
N/A
8.83K $1.72M
CB
Chubb LTD

Financial Services
1.04K
+ 8.1%
$265.99 - $289.59 $276K - $301K
13.9K $3.91M
PFE
Pfizer Inc

Healthcare
3.75K
+ 5.8%
$23.29 - $25.88 $87.4K - $97.1K
68.4K $1.74M
CCI
Crown Castle International Corp

Real Estate
2.36K
+ 15.82%
$92.96 - $113.91 $220K - $269K
17.3K $1.67M
XOM
Exxon Mobil Corp

Energy
597
+ 5.17%
$105.83 - $117.22 $63.2K - $70K
12.1K $1.37M
UL
Unilever PLC

Consumer Defensive
2.68K
+ 11.24%
$58.43 - $65.01 $157K - $174K
26.6K $1.58M
IBM
International Business Machines Corp

Technology
667
+ 11.06%
$234.77 - $292.47 $157K - $195K
6.7K $1.89M
PRU
Prudential Financial Inc

Financial Services
1.54K
+ 10.85%
$100.68 - $109.89 $155K - $169K
15.7K $1.63M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 0.35%
$620.67 - $670.08 $4.34K - $4.69K
1.98K $1.32M
UPS
United Parcel Service Inc

Industrials
4.03K
+ 26.98%
$82.58 - $105.54 $332K - $425K
18.9K $1.58M
PANW
Palo Alto Networks Inc

Technology
455
+ 2.37%
$167.06 - $208.19 $76K - $94.7K
19.7K $4M
T
At&T Inc.

Communication Services
3.9K
+ 6.4%
$26.94 - $29.62 $105K - $115K
64.8K $1.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
698
+ 4.78%
$72.57 - $74.72 $50.7K - $52.2K
15.3K $1.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
216
+ 8.26%
$135.0 - $146.02 $29.2K - $31.5K
2.83K $412K
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.7%
$184.85 - $231.54 $1.48K - $1.85K
1.15K $265K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
56
+ 0.64%
$68.24 - $73.73 $3.82K - $4.13K
8.78K $645K
CVX
Chevron Corp

Energy
110
+ 5.66%
$145.57 - $161.83 $16K - $17.8K
2.06K $319K
NI
Nisource Inc.

Utilities
42
+ 0.66%
$39.0 - $43.33 $1.64K - $1.82K
6.44K $278K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
167
+ 3.77%
$67.48 - $71.55 $11.3K - $11.9K
4.59K $325K
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.46%
$181.56 - $190.33 $1.63K - $1.71K
1.96K $372K
NYF
Ishares New York Muni Bond ETF

ETFs
16
+ 0.15%
$51.6 - $53.44 $826 - $855
10.5K $562K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.54%
$291.67 - $316.99 $1.17K - $1.27K
744 $226K
WMB
Williams Companies, Inc.

Energy
25
+ 0.77%
$56.52 - $64.01 $1.41K - $1.6K
3.28K $207K
First Tr Exchange Traded Fd
145K
+ 7.15%
N/A
2.17M $0
SLF
Sun Life Financial Inc

Financial Services
46
+ 0.83%
$56.54 - $66.41 $2.6K - $3.05K
5.6K $336K
CRM
Salesforce, Inc.

Technology
39
+ 2.8%
$231.66 - $273.65 $9.03K - $10.7K
1.43K $339K
BSX
Boston Scientific Corp

Healthcare
3.06K
+ 8.37%
$97.03 - $108.14 $297K - $331K
39.6K $3.87M
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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