Long Run Wealth Advisors, LLC Reduced Holdings in Q2 2025

Long Run Wealth Advisors, LLC

  • $429 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
-3.4K
- 64.97%
$149.23 - $184.95 $508K - $629K
1.83K $334K
XOM
Exxon Mobil Corp

Energy
-1.88K
- 13.99%
$99.93 - $119.04 $188K - $223K
11.5K $1.24M
GRMN
Garmin LTD

Technology
-910
- 22.44%
$173.63 - $218.07 $158K - $198K
3.15K $656K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.6K
- 15.11%
$72.02 - $73.82 $187K - $192K
14.6K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
-813
- 17.92%
$157.66 - $172.39 $128K - $140K
3.72K $593K
TXN
Texas Instruments Inc

Technology
-608
- 7.38%
N/A
7.63K $1.48M
CSCO
Cisco Systems, Inc.

Technology
-2.6K
- 27.34%
$53.19 - $69.38 $139K - $181K
6.92K $480K
CRM
Salesforce, Inc.

Technology
-403
- 22.44%
$236.26 - $291.15 $95.2K - $117K
1.39K $379K
CWENA
Clearway Energy Inc Cl A
-2.84K
- 5.8%
N/A
46.2K $1.59M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.07K
- 3.89%
$50.48 - $50.71 $53.8K - $54K
26.3K $1.34M
ADP
Automatic Data Processing Inc

Industrials
-103
- 10.25%
$276.76 - $326.81 $28.5K - $33.7K
902 $278K
MCD
Mcdonalds Corp

Consumer Cyclical
-38
- 4.88%
$285.55 - $321.23 $10.9K - $12.2K
740 $216K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-197
- 1.36%
$121.58 - $136.74 $24K - $26.9K
14.3K $1.93M
T
At&T Inc.

Communication Services
-1.53K
- 2.45%
$26.33 - $28.94 $40.2K - $44.2K
60.9K $1.76M
UL
Unilever PLC

Consumer Defensive
-666
- 2.71%
$57.9 - $65.43 $38.6K - $43.6K
23.9K $1.46M
IGN
Ishares Tr North Amern Tech Mu

ETFs
-1.6K
- 3.4%
N/A
45.2K $0
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-10
- 0.34%
$65.84 - $80.81 $658 - $808
2.9K $232K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-38
- 1.43%
$108.12 - $135.04 $4.11K - $5.13K
2.62K $353K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-340
- 3.15%
$30.87 - $39.17 $10.5K - $13.3K
10.5K $409K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-592
- 2.96%
$33.46 - $41.33 $19.8K - $24.5K
19.4K $800K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-4
- 0.28%
$139.8 - $197.22 $559 - $789
1.43K $281K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-236
- 4.71%
$170.2 - $211.82 $40.2K - $50K
4.78K $1.01M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-652
- 6.9%
$91.62 - $116.16 $59.7K - $75.7K
8.8K $1.02M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-422
- 1.84%
$73.02 - $90.22 $30.8K - $38.1K
22.5K $2.01M
IBM
International Business Machines Corp

Technology
-591
- 8.92%
$221.03 - $294.78 $131K - $174K
6.03K $1.78M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.3K
- 3.75%
$90.5 - $114.3 $118K - $149K
33.3K $3.8M
GLW
Corning Inc

Technology
-867
- 2.89%
$39.07 - $52.59 $33.9K - $45.6K
29.1K $1.53M
MS
Morgan Stanley

Financial Services
-1.06K
- 7.97%
$99.83 - $140.86 $106K - $150K
12.3K $1.73M
BSX
Boston Scientific Corp

Healthcare
-624
- 1.68%
$89.7 - $107.41 $56K - $67K
36.6K $3.93M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.69K
- 5.27%
$101.97 - $126.75 $173K - $215K
30.5K $3.86M
JPM
Jpmorgan Chase & CO

Financial Services
-2.68K
- 12.28%
$210.28 - $289.91 $562K - $776K
19.1K $5.54M
VTI
Vanguard Total Stock Market Et

ETFs
-829
- 5.6%
$243.75 - $303.93 $202K - $252K
14K $4.24M
WFC
Wells Fargo & Company

Financial Services
-2.51K
- 4.97%
$60.98 - $80.12 $153K - $201K
48K $3.85M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.28K
- 5.75%
$108.06 - $135.3 $246K - $308K
37.4K $5.06M
XLY
Select Sector Spdr Consumer Di

ETFs
-579
- 2.69%
$176.34 - $218.59 $102K - $127K
21K $4.56M
HPE
Hewlett Packard Enterprise CO

Technology
-4.11K
- 4.62%
$12.51 - $20.45 $51.4K - $84K
84.8K $1.73M
GOOG
Alphabet Inc.

Communication Services
-705
- 2.96%
$146.58 - $180.01 $103K - $127K
23.1K $4.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.06%
$496.48 - $617.85 $2.48K - $3.09K
7.7K $4.76M
PANW
Palo Alto Networks Inc

Technology
-1.16K
- 5.69%
$152.44 - $204.64 $177K - $237K
19.2K $3.93M
NXPI
Nxp Semiconductors N.V.

Technology
-143
- 0.81%
$153.5 - $218.72 $22K - $31.3K
17.5K $3.82M
AMZN
Amazon Com Inc

Consumer Cyclical
-421
- 2.08%
$167.32 - $223.3 $70.4K - $94K
19.9K $4.36M
AVGO
Broadcom Inc.

Technology
-1.31K
- 15.88%
$146.29 - $275.65 $191K - $360K
6.92K $1.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-52
- 0.45%
$456.74 - $568.03 $23.8K - $29.5K
11.6K $6.59M
XLC
Select Sector Spdr Tr Communic

ETFs
-532
- 0.7%
$86.13 - $108.53 $45.8K - $57.7K
75.4K $8.18M
MSFT
Microsoft Corp

Technology
-1.81K
- 11.23%
$354.56 - $497.45 $643K - $902K
14.3K $7.13M
NVDA
Nvidia Corp

Technology
-8.02K
- 11.15%
$94.31 - $157.99 $756K - $1.27M
63.9K $10.1M
XLK
Technology Sector Spdr

ETFs
-4.62K
- 3.99%
$179.73 - $253.23 $830K - $1.17M
111K $28.1M
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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