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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$477B
$9.54 Million 2.09% of portfolio
51,117
Q3 2025 Reduced 20.04%
$4.32T
$7.19 Million 1.57% of portfolio
28,229
Q3 2025 Reduced 13.19%
$3.96T
$6.86 Million 1.5% of portfolio
13,236
Q3 2025 Reduced 7.65%
$892B
$5.55 Million 1.22% of portfolio
17,608
Q3 2025 Reduced 7.86%
$2.31T
$4.34 Million 0.95% of portfolio
19,781
Q3 2025 Reduced 0.41%
$1.64T
$4.3 Million 0.94% of portfolio
17,651
Q3 2025 Reduced 23.6%
$330B
$3.86 Million 0.84% of portfolio
46,024
Q3 2025 Reduced 4.2%
$281B
$1.89 Million 0.41% of portfolio
6,699
Q3 2025 Added 11.06%
$281B
$1.78 Million 0.39% of portfolio
11,169
Q3 2025 Reduced 9.08%
$483B
$1.37 Million 0.3% of portfolio
12,141
Q3 2025 Added 5.17%
$646B
$1.2 Million 0.26% of portfolio
2,382
Q2 2025 Added 1.02%
$238B
$685,000 0.15% of portfolio
4,224
Q3 2025 Added 130.32%
$284B
$670,000 0.15% of portfolio
6,507
Q3 2025 Reduced 1.48%
$569B
$576,000 0.13% of portfolio
1,689
Q3 2025 Reduced 0.41%
$1.65T
$317,000 0.07% of portfolio
433
Q2 2025 New
$1.43T
$314,000 0.07% of portfolio
708
Q3 2025 Reduced 19.91%
$303B
$299,000 0.07% of portfolio
4,517
Q3 2025 Reduced 1.25%
$255B
$339,000 0.07% of portfolio
1,432
Q3 2025 Added 2.8%
$403B
$265,000 0.06% of portfolio
1,146
Q3 2025 Added 0.7%
$261B
$258,000 0.06% of portfolio
3,375
Q3 2025 Reduced 29.86%
$360B
$255,000 0.06% of portfolio
1,661
Q3 2025 Reduced 55.39%
$394B
$277,000 0.06% of portfolio
684
Q3 2025 Reduced 7.57%
$1.5T
$230,000 0.05% of portfolio
948
Q3 2025 Reduced 40.0%
$228B
$226,000 0.05% of portfolio
744
Q3 2025 Added 0.54%
$342B
$233,000 0.05% of portfolio
776
Q3 2025 New
$785B
$214,000 0.05% of portfolio
281
Q2 2025 Added 0.36%

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
Track This Portfolio

Track Long Run Wealth Advisors, LLC Portfolio

Follow Long Run Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Run Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email