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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61 Million 13.34% of portfolio
1,167,286
Q3 2025 Added 9.2%
$0
$30.8 Million 6.75% of portfolio
353,334
Q3 2025 Added 3.11%
$0
$30.7 Million 6.71% of portfolio
108,841
Q3 2025 Reduced 2.06%
$0
$21.4 Million 4.68% of portfolio
151,667
Q3 2025 Added 3.3%
$0
$16.9 Million 3.69% of portfolio
248,682
Q3 2025 Added 3.26%
$0
$15.4 Million 3.36% of portfolio
110,360
Q3 2025 Added 7.69%
$0
$13.9 Million 3.04% of portfolio
257,651
Q3 2025 Added 4.56%
$0
$13.5 Million 2.95% of portfolio
270,686
Q3 2025 Added 8.65%
$0
$11.8 Million 2.58% of portfolio
118,378
Q3 2025 Added 9.4%
$0
$11.7 Million 2.56% of portfolio
218,247
Q3 2025 Reduced 2.14%
$0
$11.7 Million 2.56% of portfolio
75,900
Q3 2025 Added 2.35%
$0
$11.4 Million 2.49% of portfolio
95,787
Q3 2025 Reduced 3.23%
$0
$8.76 Million 1.92% of portfolio
73,982
Q3 2025 Reduced 1.82%
$0
$8.7 Million 1.9% of portfolio
133,315
Q3 2025 Added 307.7%
$0
$7.41 Million 1.62% of portfolio
82,966
Q3 2025 Added 7.78%
$0
$7.12 Million 1.56% of portfolio
215,328
Q3 2025 Added 7.06%
$0
$6.36 Million 1.39% of portfolio
69,337
Q3 2025 Reduced 7.58%
$0
$5.85 Million 1.28% of portfolio
111,836
Q3 2025 Added 4.61%
$0
$5.47 Million 1.2% of portfolio
71,939
Q3 2025 Added 14.28%
$0
$5.18 Million 1.13% of portfolio
7,770
Q3 2025 Added 0.92%
$0
$5.12 Million 1.12% of portfolio
35,166
Q3 2025 Reduced 5.95%
$0
$4.98 Million 1.09% of portfolio
20,775
Q3 2025 Reduced 0.96%
$0
$4.56 Million 1.0% of portfolio
13,890
Q3 2025 Reduced 0.54%
$0
$3.93 Million 0.86% of portfolio
28,946
Q3 2025 Reduced 4.94%
$0
$3.62 Million 0.79% of portfolio
153,740
Q3 2025 Added 6.17%
$0
$3.62 Million 0.79% of portfolio
75,337
Q3 2025 Added 6.72%
$0
$3.35 Million 0.73% of portfolio
32,463
Q3 2025 Reduced 23.16%
$0
$3.03 Million 0.66% of portfolio
30,197
Q3 2025 Reduced 66.35%
$0
$2.04 Million 0.45% of portfolio
21,991
Q3 2025 Reduced 2.31%
$0
$1.98 Million 0.43% of portfolio
14,110
Q3 2025 Reduced 1.02%
$0
$1.58 Million 0.34% of portfolio
2,624
Q3 2025 Reduced 6.29%
$0
$1.32 Million 0.29% of portfolio
1,979
Q3 2025 Added 0.35%
$0
$1.2 Million 0.26% of portfolio
23,727
Q3 2025 Reduced 9.89%
$0
$1.14 Million 0.25% of portfolio
15,301
Q3 2025 Added 4.78%
$0
$1.04 Million 0.23% of portfolio
8,275
Q3 2025 Reduced 5.98%
$0
$1.03 Million 0.23% of portfolio
4,540
Q3 2025 Reduced 4.92%
$0
$815,000 0.18% of portfolio
18,083
Q3 2025 Reduced 6.67%
$0
$645,000 0.14% of portfolio
8,782
Q3 2025 Added 0.64%
$0
$562,000 0.12% of portfolio
10,536
Q3 2025 Added 0.15%
$0
$505,000 0.11% of portfolio
21,865
Q3 2025 New
$0
$522,000 0.11% of portfolio
5,598
Q2 2025 Added 1.74%
$0
$431,000 0.09% of portfolio
4,174
Q3 2025 Reduced 34.69%
$0
$410,000 0.09% of portfolio
9,463
Q3 2025 Reduced 9.53%
$0
$412,000 0.09% of portfolio
2,832
Q3 2025 Added 8.26%
$0
$372,000 0.08% of portfolio
1,962
Q3 2025 Added 0.46%
$0
$325,000 0.07% of portfolio
4,593
Q3 2025 Added 3.77%
$0
$315,000 0.07% of portfolio
1,422
Q3 2025 Reduced 0.49%
$0
$243,000 0.05% of portfolio
2,872
Q3 2025 Reduced 0.93%
$0
$207,000 0.05% of portfolio
2,073
Q3 2025 New

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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