Long Run Wealth Advisors, LLC Portfolio Holdings

Long Run Wealth Advisors, LLC

  • $457 Million
  • Q3 2025

Long Run Wealth Advisors, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 109 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 $61M, Ishares Tr with a value of $30.8M, Technology Sector Spdr with a value of $30.7M, Vanguard Whitehall Fds (Vangua with a value of $21.4M, and Msci Eafe Value ETF with a value of $16.9M.

Examining the 13F form we can see an increase of $28.5M in the current position value, from $429M to 457M.

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

Portfolio value $457 Million
ETFs: $361 Million
Technology: $41.3 Million
Financial Services: $19.3 Million
Consumer Cyclical: $9.09 Million
Communication Services: $6.67 Million
Healthcare: $6.35 Million
Consumer Defensive: $3.97 Million
Industrials: $3.38 Million
Other: $3.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$9.54 Million 2.09% of portfolio
51,117
Q3 2025 Reduced 20.04%
$4.35T
$7.19 Million 1.57% of portfolio
28,229
Q3 2025 Reduced 13.19%
$3.86T
$6.86 Million 1.5% of portfolio
13,236
Q3 2025 Reduced 7.65%
$913B
$5.55 Million 1.22% of portfolio
17,608
Q3 2025 Reduced 7.86%
$2.49T
$4.34 Million 0.95% of portfolio
19,781
Q3 2025 Reduced 0.41%
$1.72T
$4.3 Million 0.94% of portfolio
17,651
Q3 2025 Reduced 23.6%
$65.9B
$4 Million 0.88% of portfolio
19,668
Q3 2025 Added 2.37%
$15.3B
$3.93 Million 0.86% of portfolio
28,461
Q3 2025 Reduced 14.59%
$115B
$3.91 Million 0.86% of portfolio
13,851
Q3 2025 Added 8.1%
$54.9B
$3.88 Million 0.85% of portfolio
17,053
Q3 2025 Reduced 2.36%
$144B
$3.87 Million 0.85% of portfolio
39,619
Q3 2025 Added 8.37%
$330B
$3.86 Million 0.84% of portfolio
46,024
Q3 2025 Reduced 4.2%
$150B
$1.91 Million 0.42% of portfolio
5,786
Q3 2025 Reduced 16.35%
-
$1.93 Million 0.42% of portfolio
55,972
Q3 2025 Added 21.2%
$276B
$1.89 Million 0.41% of portfolio
6,699
Q3 2025 Added 11.06%
$176B
$1.83 Million 0.4% of portfolio
64,781
Q3 2025 Added 6.4%
$177B
$1.72 Million 0.38% of portfolio
8,833
Q3 2025 Added 15.83%
$138B
$1.74 Million 0.38% of portfolio
68,396
Q3 2025 Added 5.8%
$75.3B
$1.67 Million 0.37% of portfolio
20,402
Q3 2025 Reduced 30.01%
$39.1B
$1.67 Million 0.37% of portfolio
17,311
Q3 2025 Added 15.82%
$31.4B
$1.67 Million 0.37% of portfolio
68,006
Q3 2025 Reduced 19.83%
$38.7B
$1.63 Million 0.36% of portfolio
15,741
Q3 2025 Added 10.85%
$70.3B
$1.58 Million 0.35% of portfolio
18,944
Q3 2025 Added 26.98%
$153B
$1.58 Million 0.34% of portfolio
26,572
Q3 2025 Added 11.24%
$477B
$1.37 Million 0.3% of portfolio
12,141
Q3 2025 Added 5.17%
$621B
$1.2 Million 0.26% of portfolio
2,382
Q2 2025 Added 1.02%
$46.4B
$790,000 0.17% of portfolio
4,207
Q3 2025 Reduced 0.02%
$224B
$685,000 0.15% of portfolio
4,224
Q3 2025 Added 130.32%
$275B
$670,000 0.15% of portfolio
6,507
Q3 2025 Reduced 1.48%
$557B
$576,000 0.13% of portfolio
1,689
Q3 2025 Reduced 0.41%
$23.7B
$541,000 0.12% of portfolio
6,398
Q3 2025 New
$101B
$486,000 0.11% of portfolio
7,372
Q3 2025 New
$79.5B
$374,000 0.08% of portfolio
2,989
Q3 2025 Reduced 9.94%
$35.7B
$336,000 0.07% of portfolio
5,602
Q3 2025 Added 0.83%
$1.46T
$317,000 0.07% of portfolio
433
Q2 2025 New
$1.44T
$314,000 0.07% of portfolio
708
Q3 2025 Reduced 19.91%
$309B
$319,000 0.07% of portfolio
2,055
Q3 2025 Added 5.66%
$298B
$299,000 0.07% of portfolio
4,517
Q3 2025 Reduced 1.25%
$260B
$339,000 0.07% of portfolio
1,432
Q3 2025 Added 2.8%
$386B
$265,000 0.06% of portfolio
1,146
Q3 2025 Added 0.7%
$255B
$258,000 0.06% of portfolio
3,375
Q3 2025 Reduced 29.86%
$356B
$255,000 0.06% of portfolio
1,661
Q3 2025 Reduced 55.39%
$17.1B
$278,000 0.06% of portfolio
6,438
Q3 2025 Added 0.66%
$389B
$277,000 0.06% of portfolio
684
Q3 2025 Reduced 7.57%
$1.68T
$230,000 0.05% of portfolio
948
Q3 2025 Reduced 40.0%
$70.5B
$207,000 0.05% of portfolio
3,278
Q3 2025 Added 0.77%
$220B
$226,000 0.05% of portfolio
744
Q3 2025 Added 0.54%
$196B
$229,000 0.05% of portfolio
2,265
Q3 2025 New
$108B
$237,000 0.05% of portfolio
808
Q3 2025 Reduced 10.42%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $457 Million
  • Prior Value $429 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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