Long Run Wealth Advisors, LLC Portfolio Holdings
Long Run Wealth Advisors, LLC
- $437 Million
- Q1 2025
Long Run Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $437 Million distributed in 102 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 $52.6M, First Tr ETF Viii Tcw Opportun with a value of $40.9M, Ishares Tr with a value of $25.3M, Technology Sector Spdr with a value of $23.9M, and Vanguard Whitehall Fds (Vangua with a value of $18.3M.
Examining the 13F form we can see an increase of $25.8M in the current position value, from $411M to 437M.
Below you can find more details about Long Run Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$437 Million
ETFs: $349 Million
Technology: $37.3 Million
Financial Services: $18 Million
Consumer Cyclical: $8.28 Million
Healthcare: $6.16 Million
Communication Services: $5.72 Million
Consumer Defensive: $4.37 Million
Industrials: $2.38 Million
Other: $3.56 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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