Long Run Wealth Advisors, LLC Portfolio Holdings

Long Run Wealth Advisors, LLC

  • $457 Million
  • Q3 2025

Long Run Wealth Advisors, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Broad Usd Inbd Etfv with a value of $61M, Ishares Tr with a value of $30.8M, Technology Sector Spdr with a value of $30.7M, Vanguard Whitehall Fds (Vangua with a value of $21.4M, and Msci Eafe Value ETF with a value of $16.9M.

Examining the 13F form we can see an increase of $28.5M in the current position value, from $429M to 457M.

Below you can find more details about Long Run Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $457 Million
ETFs: $361 Million
Technology: $41.3 Million
Financial Services: $19.3 Million
Consumer Cyclical: $9.09 Million
Communication Services: $6.67 Million
Healthcare: $6.35 Million
Consumer Defensive: $3.97 Million
Industrials: $3.38 Million
Other: $3.85 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.4B
$1.67 Million 0.37% of portfolio
20,402
Q3 2025 Reduced 30.01%
$39.2B
$1.67 Million 0.37% of portfolio
17,311
Q3 2025 Added 15.82%
$29.4B
$1.67 Million 0.37% of portfolio
68,006
Q3 2025 Reduced 19.83%
$39.9B
$1.63 Million 0.36% of portfolio
15,741
Q3 2025 Added 10.85%
$68.7B
$1.58 Million 0.35% of portfolio
18,944
Q3 2025 Added 26.98%
$150B
$1.58 Million 0.34% of portfolio
26,572
Q3 2025 Added 11.24%
$0
$1.58 Million 0.34% of portfolio
2,624
Q3 2025 Reduced 6.29%
$490B
$1.37 Million 0.3% of portfolio
12,141
Q3 2025 Added 5.17%
$0
$1.32 Million 0.29% of portfolio
1,979
Q3 2025 Added 0.35%
$662B
$1.2 Million 0.26% of portfolio
2,382
Q2 2025 Added 1.02%
$0
$1.2 Million 0.26% of portfolio
23,727
Q3 2025 Reduced 9.89%
$0
$1.14 Million 0.25% of portfolio
15,301
Q3 2025 Added 4.78%
$0
$1.04 Million 0.23% of portfolio
8,275
Q3 2025 Reduced 5.98%
$0
$1.03 Million 0.23% of portfolio
4,540
Q3 2025 Reduced 4.92%
$0
$815,000 0.18% of portfolio
18,083
Q3 2025 Reduced 6.67%
$44.4B
$790,000 0.17% of portfolio
4,207
Q3 2025 Reduced 0.02%
$279B
$670,000 0.15% of portfolio
6,507
Q3 2025 Reduced 1.48%
$0
$645,000 0.14% of portfolio
8,782
Q3 2025 Added 0.64%
$533B
$576,000 0.13% of portfolio
1,689
Q3 2025 Reduced 0.41%
$20B
$541,000 0.12% of portfolio
6,398
Q3 2025 New
$0
$562,000 0.12% of portfolio
10,536
Q3 2025 Added 0.15%
$0
$505,000 0.11% of portfolio
21,865
Q3 2025 New
$104B
$486,000 0.11% of portfolio
7,372
Q3 2025 New
$0
$522,000 0.11% of portfolio
5,598
Q2 2025 Added 1.74%
$0
$431,000 0.09% of portfolio
4,174
Q3 2025 Reduced 34.69%
$0
$410,000 0.09% of portfolio
9,463
Q3 2025 Reduced 9.53%
$0
$412,000 0.09% of portfolio
2,832
Q3 2025 Added 8.26%
$79.5B
$374,000 0.08% of portfolio
2,989
Q3 2025 Reduced 9.94%
$0
$372,000 0.08% of portfolio
1,962
Q3 2025 Added 0.46%
$34.7B
$336,000 0.07% of portfolio
5,602
Q3 2025 Added 0.83%
$0
$325,000 0.07% of portfolio
4,593
Q3 2025 Added 3.77%
$1.37T
$317,000 0.07% of portfolio
433
Q2 2025 New
$1.29T
$314,000 0.07% of portfolio
708
Q3 2025 Reduced 19.91%
$303B
$319,000 0.07% of portfolio
2,055
Q3 2025 Added 5.66%
$306B
$299,000 0.07% of portfolio
4,517
Q3 2025 Reduced 1.25%
$237B
$339,000 0.07% of portfolio
1,432
Q3 2025 Added 2.8%
$0
$315,000 0.07% of portfolio
1,422
Q3 2025 Reduced 0.49%
$414B
$265,000 0.06% of portfolio
1,146
Q3 2025 Added 0.7%
$277B
$258,000 0.06% of portfolio
3,375
Q3 2025 Reduced 29.86%
$346B
$255,000 0.06% of portfolio
1,661
Q3 2025 Reduced 55.39%
$17.4B
$278,000 0.06% of portfolio
6,438
Q3 2025 Added 0.66%
$367B
$277,000 0.06% of portfolio
684
Q3 2025 Reduced 7.57%
$1.65T
$230,000 0.05% of portfolio
948
Q3 2025 Reduced 40.0%
$74.3B
$207,000 0.05% of portfolio
3,278
Q3 2025 Added 0.77%
$224B
$226,000 0.05% of portfolio
744
Q3 2025 Added 0.54%
$0
$243,000 0.05% of portfolio
2,872
Q3 2025 Reduced 0.93%
$190B
$229,000 0.05% of portfolio
2,265
Q3 2025 New
$104B
$237,000 0.05% of portfolio
808
Q3 2025 Reduced 10.42%
$37.2B
$239,000 0.05% of portfolio
972
Q3 2025 Reduced 69.09%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $457 Million
  • Prior Value $429 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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