Long Run Wealth Advisors, LLC Reduced Holdings in Q4 2024

Long Run Wealth Advisors, LLC

  • $411 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-8.47K
- 7.81%
$220.26 - $241.44 $1.87M - $2.05M
100K $23.2M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-21.8K
- 48.2%
$50.35 - $50.69 $1.1M - $1.1M
23.4K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
-878
- 35.69%
$570.51 - $610.59 $501K - $536K
1.58K $931K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.73K
- 3.03%
$113.92 - $127.38 $311K - $347K
87.3K $10.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.57K
- 9.26%
$91.29 - $91.8 $417K - $419K
44.8K $4.09M
XLI
Industrial Sector Spdr

ETFs
-865
- 1.22%
$131.76 - $143.99 $114K - $125K
70.3K $9.26M
XLC
Select Sector Spdr Tr Communic

ETFs
-8.44K
- 10.69%
$89.66 - $102.16 $757K - $863K
70.5K $6.83M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.52K
- 17.59%
$194.8 - $239.43 $685K - $842K
16.5K $3.7M
MSFT
Microsoft Corp

Technology
-337
- 2.3%
$406.35 - $454.46 $137K - $153K
14.3K $6.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-476
- 17.4%
$442.29 - $483.08 $211K - $230K
2.26K $1.02M
IXN
Ishares Global Information Tec

ETFs
-4.07K
- 6.67%
$80.67 - $87.84 $328K - $357K
57K $4.83M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.47K
- 5.86%
$124.61 - $133.96 $308K - $331K
39.7K $5.11M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.76K
- 5.2%
$118.0 - $127.04 $208K - $224K
32.1K $3.91M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.45K
- 2.74%
$50.53 - $55.55 $124K - $136K
86.7K $4.42M
AAPL
Apple Inc.

Technology
-2.69K
- 8.69%
$221.69 - $259.02 $596K - $697K
28.3K $7.08M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.57K
- 17.81%
$180.88 - $232.93 $646K - $832K
16.5K $3.61M
HPE
Hewlett Packard Enterprise CO

Technology
-7.67K
- 11.41%
$19.31 - $23.95 $148K - $184K
59.5K $1.27M
IBM
International Business Machines Corp

Technology
-362
- 5.51%
$204.9 - $238.04 $74.2K - $86.2K
6.21K $1.37M
BSX
Boston Scientific Corp

Healthcare
-3.62K
- 8.36%
$83.62 - $91.5 $303K - $332K
39.7K $3.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-388
- 3.42%
$521.84 - $558.82 $202K - $217K
11K $5.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-616
- 18.22%
$124.26 - $134.12 $76.5K - $82.6K
2.77K $355K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-223
- 4.04%
$192.71 - $203.05 $43K - $45.3K
5.3K $1.03M
XLF
Financial Sector Spdr

ETFs
-14.3K
- 6.79%
$44.89 - $51.34 $642K - $735K
196K $9.49M
NKE
Nike, Inc.

Consumer Cyclical
-150
- 5.02%
$73.36 - $89.13 $11K - $13.4K
2.84K $214K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-554
- 5.62%
$107.41 - $115.71 $59.5K - $64.1K
9.31K $1.03M
KO
Coca Cola CO

Consumer Defensive
-170
- 4.71%
$61.74 - $71.71 $10.5K - $12.2K
3.44K $213K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.16K
- 5.66%
$41.09 - $45.94 $47.6K - $53.2K
19.3K $811K
HD
Home Depot, Inc.

Consumer Cyclical
-61
- 6.65%
$385.02 - $431.37 $23.5K - $26.3K
856 $332K
JPM
Jpmorgan Chase & CO

Financial Services
-2.98K
- 12.71%
$205.18 - $250.29 $612K - $746K
20.5K $4.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-458
- 1.49%
$61.68 - $67.87 $28.2K - $31.1K
30.3K $1.89M
CRM
Salesforce, Inc.

Technology
-421
- 21.46%
$270.87 - $367.87 $114K - $155K
1.54K $515K
GLW
Corning Inc

Technology
-1.83K
- 6.41%
$44.11 - $49.76 $80.6K - $90.9K
26.7K $1.27M
FISV
Fiserv Inc

Technology
-17
- 0.58%
N/A
2.93K $366K
AVGO
Broadcom Inc.

Technology
-1.99K
- 25.73%
$159.67 - $250.0 $317K - $496K
5.73K $1.33M
MS
Morgan Stanley

Financial Services
-2.14K
- 16.09%
$104.42 - $134.99 $223K - $288K
11.1K $1.4M
V
Visa Inc.

Financial Services
-132
- 8.78%
$273.87 - $320.91 $36.2K - $42.4K
1.37K $433K
CSCO
Cisco Systems, Inc.

Technology
-2.7K
- 8.04%
$52.45 - $60.02 $141K - $162K
30.9K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
-75
- 0.97%
$567.81 - $607.81 $42.6K - $45.6K
7.68K $4.5M
NVDA
Nvidia Corp

Technology
-5.49K
- 7.25%
$117.0 - $148.88 $642K - $817K
70.2K $9.43M
GRMN
Garmin LTD

Technology
-149
- 1.34%
$161.91 - $220.77 $24.1K - $32.9K
10.9K $2.26M
GM
General Motors CO

Consumer Cyclical
-6.22K
- 8.19%
$44.82 - $60.2 $279K - $375K
69.8K $3.72M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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