Long Run Wealth Advisors, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $392 Million distributed in 101 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 $45.5M, First Tr ETF Viii Tcw Opportun with a value of $35.6M, Technology Sector Spdr with a value of $24M, Ishares Tr with a value of $22.8M, and Vanguard Whitehall Fds (Vangua with a value of $14.8M.
Examining the 13F form we can see an increase of $15.4M in the current position value, from $377M to 392M.
Below you can find more details about Long Run Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$392 Million
ETFs: $304 Million
Technology: $41 Million
Healthcare: $12 Million
Financial Services: $7.88 Million
Consumer Cyclical: $7.64 Million
Consumer Defensive: $6.04 Million
Communication Services: $5.7 Million
Industrials: $1.19 Million
Other: $2.02 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions