Long Run Wealth Advisors, LLC Portfolio Holdings

Long Run Wealth Advisors, LLC

  • $429 Million
  • Q2 2025

Long Run Wealth Advisors, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $429 Million distributed in 105 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 $55M, Ishares Tr with a value of $28.6M, Technology Sector Spdr with a value of $28.1M, Vanguard Whitehall Fds (Vangua with a value of $19.6M, and Msci Eafe Value ETF with a value of $15.3M.

Examining the 13F form we can see an decrease of $7.99M in the current position value, from $437M to 429M.

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

Portfolio value $429 Million
ETFs: $335 Million
Technology: $42 Million
Financial Services: $18.5 Million
Consumer Cyclical: $8.93 Million
Communication Services: $6.46 Million
Healthcare: $6.26 Million
Consumer Defensive: $3.36 Million
Industrials: $2.74 Million
Other: $3.52 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$10.1 Million 2.36% of portfolio
63,929
Q2 2025 Reduced 11.15%
$3.95T
$7.13 Million 1.66% of portfolio
14,332
Q2 2025 Reduced 11.23%
$3.69T
$6.67 Million 1.56% of portfolio
32,517
Q2 2025 Added 4.1%
$859B
$5.54 Million 1.29% of portfolio
19,110
Q2 2025 Reduced 12.28%
$2.26T
$4.36 Million 1.02% of portfolio
19,863
Q2 2025 Reduced 2.08%
$1.24T
$4.1 Million 0.96% of portfolio
23,102
Q2 2025 Reduced 2.96%
$302B
$3.85 Million 0.9% of portfolio
48,040
Q2 2025 Reduced 4.97%
$203B
$1.76 Million 0.41% of portfolio
60,884
Q2 2025 Reduced 2.45%
$210B
$1.78 Million 0.41% of portfolio
6,032
Q2 2025 Reduced 8.92%
$250B
$1.73 Million 0.4% of portfolio
12,285
Q2 2025 Reduced 7.97%
$442B
$1.24 Million 0.29% of portfolio
11,544
Q2 2025 Reduced 13.99%
$621B
$1.16 Million 0.27% of portfolio
2,382
Q2 2025 Added 1.02%
$281B
$645,000 0.15% of portfolio
6,605
Q2 2025 Added 9.83%
$368B
$593,000 0.14% of portfolio
3,723
Q2 2025 Reduced 17.92%
$551B
$602,000 0.14% of portfolio
1,696
Q2 2025 Added 13.14%
$293B
$480,000 0.11% of portfolio
6,920
Q2 2025 Reduced 27.34%
$233B
$336,000 0.08% of portfolio
4,812
Q2 2025 Added 43.38%
$261B
$334,000 0.08% of portfolio
1,834
Q2 2025 Reduced 64.97%
$306B
$323,000 0.08% of portfolio
4,574
Q2 2025 Added 27.87%
$1.08T
$280,000 0.07% of portfolio
884
Q2 2025 Added 6.25%
$1.78T
$319,000 0.07% of portfolio
433
Q2 2025 New
$405B
$271,000 0.06% of portfolio
740
Q2 2025 Reduced 11.16%
$302B
$278,000 0.06% of portfolio
1,945
Q2 2025 Added 7.64%
$1.21T
$278,000 0.06% of portfolio
1,580
Q2 2025 New
$222B
$216,000 0.05% of portfolio
740
Q2 2025 Reduced 4.88%
$608B
$219,000 0.05% of portfolio
281
Q2 2025 Added 0.36%
$351B
$211,000 0.05% of portfolio
1,138
Q2 2025 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $429 Million
  • Prior Value $437 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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