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CIK: 0001903296
Total reported value
$530.7M
$530.7M
98 檔
28.8%
According to the latest 13F quarterly dataset, Long Run Wealth Advisors, LLC managed an equity portfolio of $530.7M at the end of Q4 2024, spanning 98 distinct U.S. exchange-listed positions.
During Q4 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 | 11.95% | -0.30% | +3.40% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 9.32% | — | +5.52% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.90% | +0.22% | +8.27% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.57% | +0.12% | -7.81% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.84% | +0.02% | +0.57% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.09% | +0.16% | +9.22% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 2.99% | +0.28% | +11.76% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.71% | +0.07% | +4.52% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.63% | -0.02% | +2.33% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.41% | -0.02% | -3.03% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.27% | +0.10% | -6.79% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.01% | -7.25% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.22% | +0.03% | -1.22% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.04% | -8.69% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.64% | +0.01% | -10.69% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.52% | +0.03% | +4.00% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.11% | -2.30% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | -0.01% | -3.42% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.30% | — | +4.66% | |
| 20 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.30% | -0.03% | +8.72% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.22% | — | -5.86% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | +0.01% | -12.71% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.16% | +0.02% | -6.67% | |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.15% | -0.35% | +95.01% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.09% | — | +1.99% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.02% | -0.97% | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.06% | — | -2.74% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.01% | +9.12% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.98% | -0.08% | -9.26% | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.94% | — | -5.20% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.18% | -17.08% | |
| 32 | GM | General Motors Co | Stock-Consumer Disc | 0.89% | — | -8.19% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.89% | — | -17.59% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | — | +16.23% | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.87% | — | +12.69% | |
| 36 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.87% | — | +10.61% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.01% | -17.81% | |
| 38 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.86% | — | +23.69% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.85% | — | -8.36% | |
| 40 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.83% | — | +12.85% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | -0.10% | +71.66% | |
| 42 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.81% | — | — | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.79% | — | +4.98% | |
| 44 | GRMN | Garmin Ltd. | Stock-Tech | 0.54% | -0.05% | EXIT | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.50% | — | +6.86% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.45% | — | +0.60% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.01% | -1.49% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | — | -8.04% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.35% | -0.04% | +2.16% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | — | +0.29% |
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 98 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USIG, FIXD, IEFA) accounted for 28.8% of total reported equity market value during Q4 2024.
During Q4 2024, Long Run Wealth Advisors, LLC's top holdings by market value included USIG (11.9%)、FIXD (9.3%)、IEFA (5.9%). The largest single position, USIG, represented 11.9% of total portfolio value.
In Q4 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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