Long Run Wealth Advisors, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $429 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Broad Usd Inbd Etfv with a value of $55M, Ishares Tr with a value of $28.6M, Technology Sector Spdr with a value of $28.1M, Vanguard Whitehall Fds (Vangua with a value of $19.6M, and Msci Eafe Value ETF with a value of $15.3M.

Examining the 13F form we can see an decrease of $7.99M in the current position value, from $437M to 429M.

Below you can find more details about Long Run Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $429 Million
ETFs: $335 Million
Technology: $42 Million
Financial Services: $18.5 Million
Consumer Cyclical: $8.93 Million
Communication Services: $6.46 Million
Healthcare: $6.26 Million
Consumer Defensive: $3.36 Million
Industrials: $2.74 Million
Other: $3.52 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $429 Million
  • Prior Value $437 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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