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CIK: 0001903296
Total reported value
$530.7M
$530.7M
109 檔
35.8%
According to the latest 13F quarterly dataset, Long Run Wealth Advisors, LLC managed an equity portfolio of $530.7M at the end of Q3 2025, spanning 109 distinct U.S. exchange-listed positions.
Long Run Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | ETF-Other | 11.96% | -0.30% | +9.20% | |
| 2 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 9.07% | -0.14% | +7.15% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.05% | +0.22% | +3.11% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.02% | +0.12% | -2.06% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.20% | +0.02% | +3.30% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.31% | +0.16% | +3.26% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.01% | +0.28% | +7.69% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.82% | +0.07% | -2.15% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.72% | +0.10% | +4.56% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.65% | -0.02% | +8.65% | |
| 11 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.31% | -0.35% | +9.40% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.30% | +0.03% | +2.35% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.23% | -0.02% | -3.23% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | +0.01% | -20.04% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.72% | +0.01% | -1.82% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.71% | -0.01% | +307.70% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.45% | +0.03% | +7.78% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.04% | -13.19% | |
| 19 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.40% | -0.03% | +7.06% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.11% | -7.65% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | -0.01% | -3.80% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.25% | -0.08% | -7.58% | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.15% | — | +4.61% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.11% | — | +14.28% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.01% | -7.86% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | -0.02% | +0.92% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.00% | — | -5.95% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.98% | — | -0.96% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +0.01% | -0.54% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.01% | -0.41% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.18% | -23.60% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | -0.10% | +2.37% | |
| 33 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.77% | — | -14.59% | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.77% | — | -4.94% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.77% | +0.04% | +8.10% | |
| 36 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.77% | — | -0.50% | |
| 37 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.76% | — | -2.36% | |
| 38 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.76% | — | +8.37% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.76% | +0.06% | -4.20% | |
| 40 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.71% | — | +6.17% | |
| 41 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.71% | — | +6.72% | |
| 42 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.66% | +0.02% | -23.16% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | — | -66.35% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.40% | — | -2.31% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.39% | — | -1.02% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.02% | -16.35% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | — | +11.06% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.04% | +6.40% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.35% | +0.04% | -9.08% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.34% | — | +5.80% |
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 109 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including USIG, FTCB, IEFA) accounted for 35.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
FTCB
市值: $46.2M
Top Position Liquidated / Trimmed
FIXD
前期市值: $41.0M
During Q3 2025, Long Run Wealth Advisors, LLC's top holdings by market value included USIG (12.0%)、FTCB (9.1%)、IEFA (6.0%). The largest single position, USIG, represented 12.0% of total portfolio value.
In Q3 2025, Long Run Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 23 holdings, and fully liquidating 3 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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