Long Run Wealth Advisors, LLC Portfolio Holdings
Long Run Wealth Advisors, LLC
- $411 Million
- Q4 2024
Long Run Wealth Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $411 Million distributed in 98 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 $49.9M, First Tr ETF Viii Tcw Opportun with a value of $38.9M, Ishares Tr with a value of $24.6M, Technology Sector Spdr with a value of $23.2M, and Vanguard Whitehall Fds (Vangua with a value of $16M.
Examining the 13F form we can see an decrease of $9.39M in the current position value, from $420M to 411M.
Below you can find more details about Long Run Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
ETFs: $327 Million
Technology: $40.7 Million
Consumer Cyclical: $11.9 Million
Healthcare: $8.58 Million
Financial Services: $8.09 Million
Communication Services: $5.51 Million
Consumer Defensive: $3.82 Million
Real Estate: $1.24 Million
Other: $1.68 Million