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CIK: 0001903296
Total reported value
$530.7M
$530.7M
104 檔
29.2%
During the Q3 2024 filing period, Long Run Wealth Advisors, LLC (CIK: 0001903296) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $530.7M across 104 reported positions.
During Q3 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 | 11.87% | -0.30% | +5.86% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 9.13% | — | +3.73% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.95% | +0.22% | +3.24% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.76% | +0.12% | +2.41% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.76% | +0.02% | -0.01% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.04% | +0.16% | +1.59% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 2.94% | +0.28% | +0.63% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.80% | +0.07% | +2.32% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.57% | -0.02% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.48% | -0.02% | -5.15% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.27% | +0.03% | +1.83% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.25% | +0.10% | -0.99% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.01% | -7.81% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.04% | -6.93% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.68% | +0.01% | +0.59% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.11% | -0.18% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.47% | +0.03% | +17.57% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | -0.01% | +4.42% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.28% | — | +163.05% | |
| 20 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.27% | -0.03% | +7.85% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.25% | — | -1.13% | |
| 22 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.19% | +0.02% | +7.27% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | +0.01% | -4.10% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.11% | — | -2.11% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.07% | — | -2.35% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.07% | -0.08% | -30.39% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.02% | — | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.96% | — | -1.70% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.18% | +7.83% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.94% | — | +1.15% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.01% | +0.31% | |
| 32 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.89% | — | -12.19% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.01% | +1000.77% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | -0.10% | -9.17% | |
| 35 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.86% | — | +13.57% | |
| 36 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.85% | — | -10.75% | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 0.85% | — | +13.63% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | — | +14.59% | |
| 39 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.83% | — | +4.09% | |
| 40 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.81% | — | +78.24% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.80% | — | -0.01% | |
| 42 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.79% | — | +74.81% | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.58% | -0.35% | +60.70% | |
| 44 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.54% | — | +23.56% | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.50% | — | +3.32% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | — | -4.25% | |
| 47 | GRMN | Garmin Ltd. | Stock-Tech | 0.46% | -0.05% | EXIT | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.01% | +11.83% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | +7.19% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | -15.43% |
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 104 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USIG, FIXD, IEFA) accounted for 29.2% of total reported equity market value during Q3 2024.
During Q3 2024, Long Run Wealth Advisors, LLC's top holdings by market value included USIG (11.9%)、FIXD (9.1%)、IEFA (6.0%). The largest single position, USIG, represented 11.9% of total portfolio value.
In Q3 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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