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CIK: 0001903296
Total reported value
$530.7M
$530.7M
101 檔
26.9%
According to the latest 13F quarterly dataset, Long Run Wealth Advisors, LLC managed an equity portfolio of $530.7M at the end of Q2 2024, spanning 101 distinct U.S. exchange-listed positions.
During Q2 2024, Long Run Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | ETF-Other | 11.52% | -0.30% | +11.48% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 9.01% | — | +13.28% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 6.06% | +0.12% | +14.36% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.76% | +0.22% | +4.18% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.75% | +0.02% | -2.15% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 2.97% | +0.28% | -5.84% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.97% | +0.16% | -0.35% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.75% | +0.07% | +1.42% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.01% | +631.94% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.56% | -0.02% | +0.31% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.54% | — | +19.85% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.21% | +0.10% | -3.73% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.16% | +0.03% | +49.33% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.77% | +0.04% | +11.60% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.70% | +0.01% | -37.36% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.11% | -2.57% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.65% | -0.08% | +11.73% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.40% | +0.03% | +89.41% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | -0.01% | -0.56% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.29% | — | -18.29% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.01% | -12.32% | |
| 22 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.21% | -0.03% | +4.17% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.19% | +0.02% | +0.05% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.12% | — | +274.21% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.08% | — | -1.19% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | -0.02% | -0.27% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.18% | -9.24% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.03% | -0.10% | +5.23% | |
| 29 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.98% | — | -16.70% | |
| 30 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.95% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.91% | — | -63.63% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.01% | +233.57% | |
| 33 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.91% | — | -7.54% | |
| 34 | GM | General Motors Co | Stock-Consumer Disc | 0.89% | — | -8.63% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | — | +0.73% | |
| 36 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.81% | — | — | |
| 37 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.80% | — | +1.90% | |
| 38 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.79% | — | +54.24% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.76% | — | -7.96% | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.75% | — | +14.93% | |
| 41 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.61% | — | -0.53% | |
| 42 | GRMN | Garmin Ltd. | Stock-Tech | 0.53% | -0.05% | EXIT | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | — | +0.27% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.49% | — | -11.86% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | — | — | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.47% | — | +1.15% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.47% | — | -52.72% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.47% | — | +0.81% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.02% | -9.33% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.01% | +20.72% |
According to official SEC Form 13F filings, Long Run Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $530.7M across 101 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USIG, FIXD, XLK) accounted for 26.9% of total reported equity market value during Q2 2024.
During Q2 2024, Long Run Wealth Advisors, LLC's top holdings by market value included USIG (11.5%)、FIXD (9.0%)、XLK (6.1%). The largest single position, USIG, represented 11.5% of total portfolio value.
In Q2 2024, Long Run Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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