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CIK: 0001903296
Total reported value
$530.7M
$530.7M
105 檔
32.8%
In Q2 2025, Long Run Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $530.7M, distributed across 105 disclosed stock positions.
During Q2 2025, 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 | 11.53% | -0.30% | +3.53% | |
| 2 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 8.94% | -0.14% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.00% | +0.22% | +3.43% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.90% | +0.12% | -3.99% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.11% | +0.02% | +2.11% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.21% | +0.16% | +1.51% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 2.90% | +0.28% | +16.03% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.81% | +0.07% | +1.23% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.71% | +0.10% | +4.00% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.57% | -0.02% | +3.79% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.29% | +0.03% | +0.80% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.27% | -0.02% | +1.66% | |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.26% | -0.35% | +20.09% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | +0.01% | -11.15% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.87% | — | +2.06% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.72% | +0.01% | -0.70% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.11% | -11.23% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.44% | -0.08% | +33.14% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.04% | +4.10% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | -0.01% | -0.45% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 1.37% | +0.03% | +9.37% | |
| 22 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.34% | -0.03% | +8.64% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | +0.01% | -12.28% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.12% | — | +2.22% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.07% | — | +5.80% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.06% | — | -5.75% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.02% | -0.06% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.96% | — | -2.69% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.01% | -2.08% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +0.01% | -5.60% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.18% | -2.96% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | -0.10% | -5.69% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.82% | — | -1.68% | |
| 34 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.82% | +0.02% | +0.23% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.81% | — | -5.27% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.81% | +0.06% | -4.97% | |
| 37 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.80% | — | -0.81% | |
| 38 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.80% | — | -3.75% | |
| 39 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.79% | — | -3.40% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.78% | +0.04% | +4.25% | |
| 41 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.71% | — | +1.23% | |
| 42 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.70% | — | +1.26% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | -0.01% | +0.28% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.42% | — | -1.84% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.41% | — | -1.36% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.02% | -15.88% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | — | -8.92% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.37% | -0.04% | -2.45% | |
| 49 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.36% | — | -4.62% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.36% | +0.04% | -7.97% |
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 105 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USIG, FTCB, IEFA) accounted for 32.8% of total reported equity market value during Q2 2025.
During Q2 2025, Long Run Wealth Advisors, LLC's top holdings by market value included USIG (11.5%)、FTCB (8.9%)、IEFA (6.0%). The largest single position, USIG, represented 11.5% of total portfolio value.
In Q2 2025, 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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