Long Run Wealth Advisors, LLC Reduced Holdings in Q1 2025

Long Run Wealth Advisors, LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
-14.8K
- 25.99%
$75.73 - $88.4 $1.12M - $1.31M
42.2K $3.19M
GRMN
Garmin LTD

Technology
-6.89K
- 62.93%
$204.55 - $241.93 $1.41M - $1.67M
4.06K $880K
CSCO
Cisco Systems, Inc.

Technology
-21.3K
- 69.14%
$58.74 - $64.87 $1.25M - $1.38M
9.52K $587K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-16.8K
- 10.52%
$22.42 - $23.22 $377K - $391K
143K $3.29M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-8.58K
- 10.96%
$45.92 - $47.58 $394K - $408K
69.7K $3.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.2K
- 15.48%
$75.32 - $84.77 $316K - $356K
22.9K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.07%
$468.34 - $539.52 $937 - $1.08K
2.79K $1.31M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-289
- 5.45%
$189.39 - $204.09 $54.7K - $59K
5.01K $956K
AME
Ametek Inc

Industrials
-135
- 3.11%
$170.39 - $190.43 $23K - $25.7K
4.2K $723K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-104
- 6.77%
$161.51 - $192.3 $16.8K - $20K
1.43K $231K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-111
- 4.01%
$120.29 - $134.6 $13.4K - $14.9K
2.65K $322K
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 2.69%
$347.25 - $424.87 $7.99K - $9.77K
833 $305K
WMT
Walmart Inc.

Consumer Defensive
-114
- 1.86%
$84.5 - $105.05 $9.63K - $12K
6.01K $527K
ADP
Automatic Data Processing Inc

Industrials
-94
- 8.55%
$286.85 - $318.64 $27K - $30K
1.01K $307K
CWENA
Clearway Energy Inc Cl A
-242
- 0.49%
N/A
49K $1.69M
NI
Nisource Inc.

Utilities
-700
- 12.21%
$35.57 - $41.23 $24.9K - $28.9K
5.04K $201K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-247
- 7.83%
$67.08 - $76.14 $16.6K - $18.8K
2.91K $215K
XLE
Energy Sector Spdr

ETFs
-3.66K
- 4.94%
$85.7 - $93.96 $313K - $344K
70.4K $6.51M
BSX
Boston Scientific Corp

Healthcare
-2.54K
- 6.38%
$89.38 - $106.18 $227K - $269K
37.2K $3.75M
XLV
Select Sector Spdr Fund Health

ETFs
-2.25K
- 2.48%
$137.61 - $149.68 $309K - $337K
88.3K $12.8M
T
At&T Inc.

Communication Services
-1.68K
- 2.61%
$21.56 - $28.28 $36.1K - $47.4K
62.4K $1.76M
IEFA
Ishares Tr

ETFs
-19.1K
- 5.46%
$69.57 - $78.65 $1.33M - $1.5M
331K $25.3M
EFV
Msci Eafe Value ETF

ETFs
-8.25K
- 3.36%
$51.88 - $60.73 $428K - $501K
237K $14.1M
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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