Long Run Wealth Advisors, LLC Reduced Holdings in Q3 2024

Long Run Wealth Advisors, LLC

  • $420 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-21.5K
- 30.39%
$91.42 - $91.82 $1.97M - $1.98M
49.3K $4.53M
NVDA
Nvidia Corp

Technology
-6.41K
- 7.81%
$98.91 - $134.91 $634K - $865K
75.7K $9.19M
PANW
Palo Alto Networks Inc

Technology
-1.1K
- 9.17%
$294.18 - $368.01 $324K - $405K
10.9K $3.73M
MSFT
Microsoft Corp

Technology
-26
- 0.18%
$395.15 - $467.56 $10.3K - $12.2K
14.6K $6.29M
GRMN
Garmin LTD

Technology
-1.78K
- 13.8%
$161.1 - $183.29 $286K - $325K
11.1K $1.95M
XLP
Consumer Staples Sector Spdr

ETFs
-1.23K
- 2.11%
$76.04 - $76.04 $93.3K - $93.3K
56.8K $4.32M
GM
General Motors CO

Consumer Cyclical
-10
- 0.01%
$39.95 - $49.9 $400 - $499
76K $3.41M
BSX
Boston Scientific Corp

Healthcare
-5.22K
- 10.75%
$72.96 - $84.0 $381K - $438K
43.3K $3.63M
GS
Goldman Sachs Group Inc

Financial Services
-225
- 31.82%
$459.02 - $510.25 $103K - $115K
482 $238K
BE
Bloom Energy Corp

Industrials
-4K
- 27.72%
$9.75 - $15.28 $39K - $61.1K
10.4K $110K
GLW
Corning Inc

Technology
-5.1K
- 15.17%
$37.76 - $46.2 $193K - $236K
28.5K $1.29M
DIS
Walt Disney CO

Communication Services
-100
- 4.34%
$85.6 - $98.61 $8.56K - $9.86K
2.2K $211K
AME
Ametek Inc

Industrials
-181
- 4.01%
$152.74 - $176.01 $27.6K - $31.9K
4.33K $743K
JPM
Jpmorgan Chase & CO

Financial Services
-1K
- 4.1%
$194.9 - $224.8 $195K - $225K
23.5K $4.94M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-12
- 0.78%
$152.9 - $180.39 $1.83K - $2.16K
1.52K $265K
T
At&T Inc.

Communication Services
-9.31K
- 12.93%
$18.21 - $22.28 $170K - $208K
62.7K $1.38M
V
Visa Inc.

Financial Services
-7
- 0.46%
$253.74 - $291.56 $1.78K - $2.04K
1.5K $413K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-31
- 0.31%
$97.81 - $108.79 $3.03K - $3.37K
9.86K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 2.13%
$333.64 - $405.2 $6.67K - $8.1K
917 $371K
WMT
Walmart Inc.

Consumer Defensive
-319
- 5.17%
$66.91 - $81.4 $21.3K - $26K
5.85K $472K
MS
Morgan Stanley

Financial Services
-158
- 1.18%
$92.07 - $106.96 $14.5K - $16.9K
13.3K $1.38M
UL
Unilever PLC

Consumer Defensive
-1.79K
- 8.22%
$54.7 - $65.59 $97.9K - $117K
20K $1.3M
IBM
International Business Machines Corp

Technology
-1.2K
- 15.43%
$175.1 - $223.38 $210K - $268K
6.58K $1.45M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-633
- 4.25%
$125.95 - $142.04 $79.7K - $89.9K
14.3K $2.03M
AAPL
Apple Inc.

Technology
-2.31K
- 6.93%
$207.23 - $234.82 $478K - $541K
31K $7.21M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-585
- 1.7%
$108.44 - $120.37 $63.4K - $70.4K
33.9K $4.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-481
- 1.13%
$113.45 - $126.18 $54.6K - $60.7K
42.1K $5.31M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.15K
- 2.35%
$46.17 - $51.13 $99.1K - $110K
89.2K $4.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.88K
- 5.15%
$105.53 - $118.34 $515K - $578K
90K $10.5M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-3.4K
- 12.19%
$109.16 - $155.35 $371K - $529K
24.5K $3.78M
XLF
Financial Sector Spdr

ETFs
-2.12K
- 0.99%
$40.84 - $45.74 $86.4K - $96.7K
211K $9.55M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8
- 0.01%
$117.9 - $128.2 $943 - $1.03K
125K $16M
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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