Long Run Wealth Advisors, LLC Portfolio Holdings by Sector
Long Run Wealth Advisors, LLC
- $392 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USIG FIXD XLK IEFA VYM XLV EFV IEMG 51 stocks |
$300,635
77.56% of portfolio
|
  25  
|
  19  
|
  4  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA NXPI AVGO 3 stocks |
$15,402
3.97% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$10,622
2.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,005
1.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK PFE ABBV AZN LLY 5 stocks |
$5,263
1.36% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$4,945
1.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$4,094
1.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$3,739
0.96% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,596
0.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$3,530
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT WMT 2 stocks |
$3,436
0.89% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
TOL 1 stocks |
$3,213
0.83% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$2,948
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO HPE 2 stocks |
$2,845
0.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$2,095
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
UL PG 2 stocks |
$1,927
0.5% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM FISV 2 stocks |
$1,712
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS GS 2 stocks |
$1,624
0.42% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$1,376
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$1,306
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$1,007
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$919
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$753
0.19% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
AME 1 stocks |
$752
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$444
0.11% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$396
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$351
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$322
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$262
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$260
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$229
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$228
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$225
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
BE 1 stocks |
$176
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|