Long Run Wealth Advisors, LLC Portfolio Holdings
Long Run Wealth Advisors, LLC
- $420 Million
- Q3 2024
Long Run Wealth Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $420 Million distributed in 104 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 $50.4M, First Tr ETF Viii Tcw Opportun with a value of $38.8M, Ishares Tr with a value of $25.3M, Technology Sector Spdr with a value of $24.5M, and Vanguard Whitehall Fds (Vangua with a value of $16M.
Examining the 13F form we can see an increase of $27.8M in the current position value, from $392M to 420M.
Below you can find more details about Long Run Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$420 Million
ETFs: $331 Million
Technology: $41.3 Million
Consumer Cyclical: $11.8 Million
Healthcare: $9.46 Million
Financial Services: $8.44 Million
Consumer Defensive: $7.26 Million
Communication Services: $5.62 Million
Real Estate: $1.41 Million
Other: $2.26 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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