Long Run Wealth Advisors, LLC Incresed Positions in Q2 2025

Long Run Wealth Advisors, LLC

  • $429 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
11.4K
+ 3.43%
$67.83 - $84.09 $771K - $956K
343K $28.6M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
36.4K
+ 3.53%
$49.73 - $51.44 $1.81M - $1.87M
1.07M $55M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
18.1K
+ 20.09%
$99.1 - $99.49 $1.79M - $1.8M
108K $10.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
18.7K
+ 33.14%
$91.43 - $91.74 $1.71M - $1.71M
75K $6.88M
XLI
Industrial Sector Spdr

ETFs
591
+ 0.8%
$116.42 - $147.52 $68.8K - $87.2K
74.2K $10.9M
XLF
Financial Sector Spdr

ETFs
9.47K
+ 4.0%
$43.92 - $52.37 $416K - $496K
246K $12.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.04K
+ 2.11%
$114.78 - $133.31 $349K - $405K
147K $19.6M
EFV
Msci Eafe Value ETF

ETFs
3.59K
+ 1.51%
$52.4 - $64.65 $188K - $232K
241K $15.3M
XLV
Select Sector Spdr Fund Health

ETFs
14.2K
+ 16.03%
$128.77 - $144.3 $1.82M - $2.04M
102K $13.8M
IXN
Ishares Global Information Tec

ETFs
99
+ 0.23%
$65.81 - $92.34 $6.52K - $9.14K
42.2K $3.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.11K
+ 3.79%
$48.5 - $49.35 $442K - $449K
249K $12.3M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
16K
+ 8.64%
$31.07 - $32.25 $497K - $516K
201K $6.39M
XLP
Consumer Staples Sector Spdr

ETFs
3.45K
+ 5.8%
N/A
63K $4.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.47%
$416.06 - $551.64 $5.41K - $7.17K
2.8K $1.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.81K
+ 2.06%
$96.84 - $99.46 $175K - $180K
89.7K $8.9M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.32K
+ 2.22%
$43.28 - $50.37 $100K - $117K
107K $5.36M
UPS
United Parcel Service Inc

Industrials
2.64K
+ 21.49%
$91.92 - $110.2 $243K - $291K
14.9K $1.51M
IEMG
Ishares Inc

ETFs
2.7K
+ 1.23%
N/A
223K $12M
IVV
Ishares Core S&P 500 ETF

ETFs
36
+ 1.86%
$498.8 - $620.9 $18K - $22.4K
1.97K $1.22M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
91
+ 0.28%
$51.16 - $62.02 $4.66K - $5.64K
32.7K $2.03M
WMT
Walmart Inc.

Consumer Defensive
591
+ 9.83%
$81.79 - $99.98 $48.3K - $59.1K
6.61K $645K
PFE
Pfizer Inc

Healthcare
6.41K
+ 11.01%
$21.59 - $24.84 $138K - $159K
64.6K $1.57M
AZN
Astrazeneca PLC

Healthcare
1.46K
+ 43.38%
$64.87 - $75.0 $94.5K - $109K
4.81K $336K
V
Visa Inc.

Financial Services
197
+ 13.14%
$308.27 - $373.31 $60.7K - $73.5K
1.7K $602K
CCI
Crown Castle International Corp

Real Estate
915
+ 6.52%
$94.83 - $107.06 $86.8K - $98K
14.9K $1.54M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.76K
+ 1.23%
$22.43 - $23.23 $39.4K - $40.8K
145K $3.36M
KO
Coca Cola CO

Consumer Defensive
997
+ 27.87%
$68.37 - $73.9 $68.2K - $73.7K
4.57K $323K
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 6.25%
$221.86 - $362.89 $11.5K - $18.9K
884 $280K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
72
+ 0.83%
$55.54 - $69.09 $4K - $4.97K
8.73K $602K
NI
Nisource Inc.

Utilities
1.36K
+ 27.03%
$37.11 - $40.64 $50.5K - $55.3K
6.4K $258K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
879
+ 1.26%
$46.41 - $47.7 $40.8K - $41.9K
70.6K $3.36M
SLF
Sun Life Financial Inc

Financial Services
47
+ 0.85%
$53.39 - $66.45 $2.51K - $3.12K
5.56K $369K
EFA
Ishares Tr Msci Eafe ETF

ETFs
96
+ 1.74%
$72.96 - $90.39 $7K - $8.68K
5.6K $500K
PRU
Prudential Financial Inc

Financial Services
937
+ 7.06%
$95.12 - $112.71 $89.1K - $106K
14.2K $1.53M
FISV
Fiserv Inc

Technology
330
+ 11.04%
N/A
3.32K $415K
AME
Ametek Inc

Industrials
7
+ 0.17%
$151.41 - $182.75 $1.06K - $1.28K
4.21K $761K
XLE
Energy Sector Spdr

ETFs
6.6K
+ 9.37%
$76.44 - $94.13 $504K - $621K
77K $6.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8
+ 0.41%
$152.93 - $181.74 $1.22K - $1.45K
1.95K $354K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
201
+ 4.76%
$66.5 - $71.25 $13.4K - $14.3K
4.43K $307K
CB
Chubb LTD

Financial Services
522
+ 4.25%
$274.32 - $302.46 $143K - $158K
12.8K $3.71M
NYF
Ishares New York Muni Bond ETF

ETFs
16
+ 0.15%
$51.29 - $53.06 $821 - $849
10.5K $548K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.36%
$713.71 - $898.95 $714 - $899
281 $219K
CVX
Chevron Corp

Energy
138
+ 7.64%
$133.73 - $168.51 $18.5K - $23.3K
1.95K $278K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.89%
$170.16 - $206.27 $1.7K - $2.06K
1.14K $211K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 1.02%
$483.48 - $539.8 $11.6K - $13K
2.38K $1.16M
AAPL
Apple Inc.

Technology
1.28K
+ 4.1%
$172.42 - $223.89 $221K - $287K
32.5K $6.67M
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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