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