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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.2B
$1.53 Million 0.36% of portfolio
14,200
Q2 2025 Added 7.06%
$66B
$1.53 Million 0.36% of portfolio
29,149
Q2 2025 Reduced 2.89%
$40.5B
$1.54 Million 0.36% of portfolio
14,947
Q2 2025 Added 6.52%
$0
$1.54 Million 0.36% of portfolio
2,800
Q2 2025 Added 0.47%
$177B
$1.48 Million 0.35% of portfolio
7,626
Q2 2025 Reduced 7.38%
$61.3B
$1.51 Million 0.35% of portfolio
14,919
Q2 2025 Added 21.49%
$158B
$1.46 Million 0.34% of portfolio
23,888
Q2 2025 Reduced 2.71%
$0
$1.34 Million 0.31% of portfolio
26,331
Q2 2025 Reduced 3.89%
$0
$1.22 Million 0.29% of portfolio
1,972
Q2 2025 Added 1.86%
$468B
$1.24 Million 0.29% of portfolio
11,544
Q2 2025 Reduced 13.99%
$644B
$1.16 Million 0.27% of portfolio
2,382
Q2 2025 Added 1.02%
$0
$1.08 Million 0.25% of portfolio
14,603
Q2 2025 Reduced 15.11%
$0
$1.02 Million 0.24% of portfolio
8,801
Q2 2025 Reduced 6.9%
$0
$1.01 Million 0.24% of portfolio
4,775
Q2 2025 Reduced 4.71%
$0
$800,000 0.19% of portfolio
19,375
Q2 2025 Reduced 2.96%
$43.5B
$761,000 0.18% of portfolio
4,208
Q2 2025 Added 0.17%
$281B
$645,000 0.15% of portfolio
6,605
Q2 2025 Added 9.83%
$372B
$593,000 0.14% of portfolio
3,723
Q2 2025 Reduced 17.92%
$0
$602,000 0.14% of portfolio
8,726
Q2 2025 Added 0.83%
$554B
$602,000 0.14% of portfolio
1,696
Q2 2025 Added 13.14%
$0
$548,000 0.13% of portfolio
10,520
Q2 2025 Added 0.15%
$0
$530,000 0.12% of portfolio
6,391
Q2 2025 New
$0
$500,000 0.12% of portfolio
5,598
Q2 2025 Added 1.74%
$275B
$480,000 0.11% of portfolio
6,920
Q2 2025 Reduced 27.34%
$0
$409,000 0.1% of portfolio
10,460
Q2 2025 Reduced 3.15%
$79.5B
$415,000 0.1% of portfolio
3,319
Q2 2025 Added 11.04%
$243B
$379,000 0.09% of portfolio
1,393
Q2 2025 Reduced 22.44%
$35B
$369,000 0.09% of portfolio
5,556
Q2 2025 Added 0.85%
$242B
$336,000 0.08% of portfolio
4,812
Q2 2025 Added 43.38%
$0
$354,000 0.08% of portfolio
1,953
Q2 2025 Added 0.41%
$251B
$334,000 0.08% of portfolio
1,834
Q2 2025 Reduced 64.97%
$286B
$323,000 0.08% of portfolio
4,574
Q2 2025 Added 27.87%
$0
$353,000 0.08% of portfolio
2,616
Q2 2025 Reduced 1.43%
$0
$307,000 0.07% of portfolio
4,426
Q2 2025 Added 4.76%
$1.29T
$280,000 0.07% of portfolio
884
Q2 2025 Added 6.25%
$0
$289,000 0.07% of portfolio
2,773
Q2 2025 New
$1.75T
$319,000 0.07% of portfolio
433
Q2 2025 New
$0
$281,000 0.07% of portfolio
1,429
Q2 2025 Reduced 0.28%
$121B
$278,000 0.06% of portfolio
902
Q2 2025 Reduced 10.25%
$433B
$271,000 0.06% of portfolio
740
Q2 2025 Reduced 11.16%
$16.5B
$258,000 0.06% of portfolio
6,396
Q2 2025 Added 27.03%
$308B
$278,000 0.06% of portfolio
1,945
Q2 2025 Added 7.64%
$1.5T
$278,000 0.06% of portfolio
1,580
Q2 2025 New
$71.2B
$204,000 0.05% of portfolio
3,253
Q2 2025 New
$0
$232,000 0.05% of portfolio
2,899
Q2 2025 Reduced 0.34%
$222B
$216,000 0.05% of portfolio
740
Q2 2025 Reduced 4.88%
$711B
$219,000 0.05% of portfolio
281
Q2 2025 Added 0.36%
$385B
$211,000 0.05% of portfolio
1,138
Q2 2025 Added 0.89%
$93.3B
$200,000 0.05% of portfolio
459
Q2 2025 New

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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