Long Run Wealth Advisors, LLC Portfolio Holdings

Long Run Wealth Advisors, LLC

  • $437 Million
  • Q1 2025

Long Run Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $437 Million distributed in 102 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 $52.6M, First Tr ETF Viii Tcw Opportun with a value of $40.9M, Ishares Tr with a value of $25.3M, Technology Sector Spdr with a value of $23.9M, and Vanguard Whitehall Fds (Vangua with a value of $18.3M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $411M to 437M.

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

Portfolio value $437 Million
ETFs: $349 Million
Technology: $37.3 Million
Financial Services: $18 Million
Consumer Cyclical: $8.28 Million
Healthcare: $6.16 Million
Communication Services: $5.72 Million
Consumer Defensive: $4.37 Million
Industrials: $2.38 Million
Other: $3.56 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$394B
$7.8 Million 1.79% of portfolio
71,949
Q1 2025 Added 2.5%
$3.37T
$6.94 Million 1.59% of portfolio
31,237
Q1 2025 Added 10.5%
$3.71T
$6.06 Million 1.39% of portfolio
16,146
Q1 2025 Added 12.97%
$856B
$5.34 Million 1.22% of portfolio
21,785
Q1 2025 Added 6.43%
$2.28T
$3.86 Million 0.88% of portfolio
20,284
Q1 2025 Added 23.13%
$149B
$3.75 Million 0.86% of portfolio
37,183
Q1 2025 Reduced 6.38%
$1.08T
$3.72 Million 0.85% of portfolio
23,807
Q1 2025 Added 19.27%
$116B
$3.71 Million 0.85% of portfolio
12,291
Q1 2025 New
$13.2B
$3.66 Million 0.84% of portfolio
34,622
Q1 2025 Added 25.25%
$313B
$3.63 Million 0.83% of portfolio
50,550
Q1 2025 New
$60.3B
$3.48 Million 0.8% of portfolio
20,373
Q1 2025 Added 8.76%
$59.3B
$3.35 Million 0.77% of portfolio
17,608
Q1 2025 Added 10.63%
$202B
$1.76 Million 0.4% of portfolio
62,410
Q1 2025 Reduced 2.61%
-
$1.69 Million 0.39% of portfolio
49,024
Q1 2025 Reduced 0.49%
$262B
$1.65 Million 0.38% of portfolio
6,623
Q1 2025 Added 6.6%
$463B
$1.6 Million 0.37% of portfolio
13,421
Q1 2025 Added 310.55%
$243B
$1.56 Million 0.36% of portfolio
13,349
Q1 2025 Added 19.8%
$39.6B
$1.48 Million 0.34% of portfolio
13,263
Q1 2025 New
$142B
$1.48 Million 0.34% of portfolio
58,236
Q1 2025 Added 11.99%
$44.1B
$1.46 Million 0.33% of portfolio
14,032
Q1 2025 Added 2.41%
$156B
$1.46 Million 0.33% of portfolio
24,554
Q1 2025 Added 12.12%
$111B
$1.38 Million 0.32% of portfolio
8,223
Q1 2025 Added 43.53%
$44.3B
$1.37 Million 0.31% of portfolio
30,016
Q1 2025 Added 12.44%
$73.6B
$1.35 Million 0.31% of portfolio
12,280
Q1 2025 New
$26.9B
$1.37 Million 0.31% of portfolio
88,932
Q1 2025 Added 49.39%
$631B
$1.24 Million 0.28% of portfolio
2,358
Q1 2025 Added 4.38%
$41.1B
$880,000 0.2% of portfolio
4,055
Q1 2025 Reduced 62.93%
$281B
$831,000 0.19% of portfolio
5,236
Q1 2025 Added 1.91%
$380B
$773,000 0.18% of portfolio
4,536
Q1 2025 Added 1.57%
$41.9B
$723,000 0.17% of portfolio
4,201
Q1 2025 Reduced 3.11%
$283B
$587,000 0.13% of portfolio
9,524
Q1 2025 Reduced 69.14%
$270B
$527,000 0.12% of portfolio
6,014
Q1 2025 Reduced 1.86%
$583B
$525,000 0.12% of portfolio
1,499
Q1 2025 Added 9.26%
$108B
$517,000 0.12% of portfolio
8,621
Q1 2025 Added 1.85%
$270B
$481,000 0.11% of portfolio
1,796
Q1 2025 Added 16.55%
$79.5B
$374,000 0.09% of portfolio
2,989
Q1 2025 Added 2.15%
$128B
$307,000 0.07% of portfolio
1,005
Q1 2025 Reduced 8.55%
$376B
$305,000 0.07% of portfolio
833
Q1 2025 Reduced 2.69%
$36.8B
$315,000 0.07% of portfolio
5,509
Q1 2025 Added 0.42%
$289B
$302,000 0.07% of portfolio
1,807
Q1 2025 New
$216B
$246,000 0.06% of portfolio
3,356
Q1 2025 New
$307B
$256,000 0.06% of portfolio
3,577
Q1 2025 Added 4.1%
$216B
$243,000 0.06% of portfolio
778
Q1 2025 Added 5.28%
$284B
$216,000 0.05% of portfolio
413
Q1 2025 New
$734B
$231,000 0.05% of portfolio
280
Q1 2025 New
$225B
$236,000 0.05% of portfolio
2,400
Q1 2025 Added 8.89%
$16.1B
$201,000 0.05% of portfolio
5,035
Q1 2025 Reduced 12.21%
$20B
$204,000 0.05% of portfolio
2,419
Q1 2025 New
$332B
$236,000 0.05% of portfolio
1,128
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $437 Million
  • Prior Value $411 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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