The Analysis of Long Run Wealth Advisors, LLC's Holdings
Currently, Long Run Wealth Advisors, LLC holds 106 types of securities in its portfolio with a total value $530.7M. In the most recent quarter, they have increased their positions in XLK (+117.6K shares, valued at $16.9M), XLE (+93.0K shares, valued at $4.2M), XLY (+22.9K shares, valued at $2.7M); decreased their positions in BILS (-13.4K shares, valued at $1.3M), BIL (-1.5K shares, valued at $135.5K), N/A (-404 shares, valued at $126.8K); initiated new positions in N/A (+24.0K shares, valued at $1.6M), VEU (+3.0K shares, valued at $219.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USIG ISHARES TR1.2M shares2.38%2025-12-312026-02-02
FTCB FIRST TR EXCHANGE-TRADED FD2.2M shares2.92%2025-12-312026-02-02 IEFA ISHARES TR371.7K shares5.21%2025-12-312026-02-02 XLK SELECT SECTOR SPDR TR226.4K shares108.04%2025-12-312026-02-02 VYM VANGUARD WHITEHALL FDS156.2K shares3.00%2025-12-312026-02-02 EFV ISHARES TR258.0K shares3.76%2025-12-312026-02-02 XLV SELECT SECTOR SPDR TR112.8K shares2.22%2025-12-312026-02-02 IEMG ISHARES INC228.5K shares4.72%2025-12-312026-02-02 XLF SELECT SECTOR SPDR TR273.0K shares5.96%2025-12-312026-02-02 LMBS FIRST TR EXCHANGE-TRADED FD279.4K shares3.20%2025-12-312026-02-02 XLI SELECT SECTOR SPDR TR79.6K shares4.88%2025-12-312026-02-02 IJR ISHARES TR97.6K shares1.88%2025-12-312026-02-02 BILS SPDR SERIES TRUST105.0K shares-11.28%2025-12-312026-02-02 NVDA NVIDIA CORPORATION53.5K shares4.76%2025-12-312026-02-02 XLC SELECT SECTOR SPDR TR78.1K shares5.62%2025-12-312026-02-02 IJH ISHARES TR136.3K shares2.23%2025-12-312026-02-02 XLE SELECT SECTOR SPDR TR176.0K shares112.10%2025-12-312026-02-02 AAPL APPLE INC28.2K shares-0.03%2025-12-312026-02-02 PSK SPDR SERIES TRUST229.9K shares6.79%2025-12-312026-02-02 MSFT MICROSOFT CORP13.6K shares2.43%2025-12-312026-02-02 BIL SPDR SERIES TRUST67.9K shares-2.14%2025-12-312026-02-02 DON WISDOMTREE TR115.8K shares3.56%2025-12-312026-02-02 XLP SELECT SECTOR SPDR TR76.0K shares5.67%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.18.2K shares3.22%2025-12-312026-02-02 ALPHABET INC ALPHABET INC17.2K shares-2.29%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR7.8K shares0.21%2025-12-312026-02-02 ESGU ISHARES TR35.2K shares0.05%2025-12-312026-02-02 XLY SELECT SECTOR SPDR TR43.7K shares110.45%2025-12-312026-02-02 VTI VANGUARD INDEX FDS14.2K shares2.22%2025-12-312026-02-02 AMZN AMAZON COM INC19.9K shares0.52%2025-12-312026-02-02 WFC WELLS FARGO CO NEW46.4K shares0.83%2025-12-312026-02-02 CB CHUBB LIMITED13.8K shares-0.43%2025-12-312026-02-02 SUSA ISHARES TR28.9K shares-0.02%2025-12-312026-02-02 TOL TOLL BROTHERS INC28.9K shares1.46%2025-12-312026-02-02 IDGT ISHARES TR45.8K shares1.66%2025-12-312026-02-02 NXPI NXP SEMICONDUCTORS N V17.8K shares4.13%2025-12-312026-02-02 BSX BOSTON SCIENTIFIC CORP40.2K shares1.53%2025-12-312026-02-02 PANW PALO ALTO NETWORKS INC19.9K shares1.31%2025-12-312026-02-02 SUSC ISHARES TR156.8K shares1.97%2025-12-312026-02-02 EAGG ISHARES TR76.5K shares1.58%2025-12-312026-02-02 IXN ISHARES TR34.3K shares5.60%2025-12-312026-02-02 AGG ISHARES TR30.9K shares2.16%2025-12-312026-02-02 ESGD ISHARES TR22.5K shares2.11%2025-12-312026-02-02 MS MORGAN STANLEY11.6K shares3.83%2025-12-312026-02-02 BROADCOM INC BROADCOM INC5.9K shares2.61%2025-12-312026-02-02 SDY SPDR SERIES TRUST14.2K shares0.72%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS6.7K shares-0.49%2025-12-312026-02-02 UPS UNITED PARCEL SERVICE INC18.9K shares-0.46%2025-12-312026-02-02 PRU PRUDENTIAL FINL INC15.9K shares1.26%2025-12-312026-02-02 GLW CORNING INC20.3K shares-0.38%2025-12-312026-02-02 CWEN.A CLEARWAY ENERGY INC55.1K shares-1.49%2025-12-312026-02-02 PFE PFIZER INC69.2K shares1.12%2025-12-312026-02-02 T AT&T INC67.7K shares4.47%2025-12-312026-02-02 HPE HEWLETT PACKARD ENTERPRISE C69.8K shares2.65%2025-12-312026-02-02 TXN TEXAS INSTRS INC9.3K shares4.89%2025-12-312026-02-02 UNILEVER PLC UNILEVER PLC24.0K sharesnew addition2025-12-312026-02-02 XOM EXXON MOBIL CORP12.3K shares1.18%2025-12-312026-02-02 IVV ISHARES TR2.0K shares-0.40%2025-12-312026-02-02 ICSH ISHARES TR24.9K shares4.87%2025-12-312026-02-02 BND VANGUARD BD INDEX FDS15.5K shares1.36%2025-12-312026-02-02 DSI ISHARES TR8.3K shares0.57%2025-12-312026-02-02 CRBN ISHARES TR4.6K shares0.29%2025-12-312026-02-02 PM PHILIP MORRIS INTL INC6.2K shares47.11%2025-12-312026-02-02 AME AMETEK INC4.1K shares-2.26%2025-12-312026-02-02 ESML ISHARES TR18.3K shares0.99%2025-12-312026-02-02 VXUS VANGUARD STAR FDS10.3K shares17.58%2025-12-312026-02-02 GOVT ISHARES TR30.8K shares40.85%2025-12-312026-02-02 WMT WALMART INC6.3K shares-2.94%2025-12-312026-02-02 EFA ISHARES TR6.2K shares9.86%2025-12-312026-02-02 V VISA INC1.7K shares-1.72%2025-12-312026-02-02 NYF ISHARES TR10.6K shares0.22%2025-12-312026-02-02 BE BLOOM ENERGY CORP6.3K shares-1.56%2025-12-312026-02-02 ITOT ISHARES TR3.4K shares19.49%2025-12-312026-02-02 TSLA TESLA INC1.1K shares48.87%2025-12-312026-02-02 LLY ELI LILLY & CO426 shares51.60%2025-12-312026-02-02 MO ALTRIA GROUP INC7.5K shares1.52%2025-12-312026-02-02 ESGE ISHARES INC9.6K shares1.73%2025-12-312026-02-02 TQQQ PROSHARES TR7.7K shares84.67%2025-12-312026-02-02 CRM SALESFORCE INC1.5K shares2.51%2025-12-312026-02-02 SLF SUN LIFE FINANCIAL INC.5.6K shares0.45%2025-12-312026-02-02 CVX CHEVRON CORP NEW2.3K shares10.80%2025-12-312026-02-02 FTEC FIDELITY COVINGTON TRUST1.5K shares2.60%2025-12-312026-02-02 BLV VANGUARD BD INDEX FDS4.7K shares1.57%2025-12-312026-02-02 KO COCA COLA CO4.3K shares-4.34%2025-12-312026-02-02 ALPHABET INC ALPHABET INC954 shares0.63%2025-12-312026-02-02 AZN ASTRAZENECA PLC3.2K shares-4.00%2025-12-312026-02-02 META META PLATFORMS INC422 shares-2.54%2025-12-312026-02-02 NI NISOURCE INC6.5K shares0.65%2025-12-312026-02-02 VYMI VANGUARD WHITEHALL FDS3.0K shares2.75%2025-12-312026-02-02 ABBV ABBVIE INC1.2K shares0.61%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE777 shares0.13%2025-12-312026-02-02 HD HOME DEPOT INC658 shares-3.80%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO1.5K shares-7.77%2025-12-312026-02-02 PFG PRINCIPAL FINANCIAL GROUP IN2.5K shares0.89%2025-12-312026-02-02 VEU VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2025-12-312026-02-02 MCD MCDONALDS CORP713 shares-4.17%2025-12-312026-02-02 IUSV ISHARES TR2.1K shares0.53%2025-12-312026-02-02 ADP AUTOMATIC DATA PROCESSING IN806 shares-0.25%2025-12-312026-02-02 IYW ISHARES TR1.0K shares0.00%2025-12-312026-02-02 ORGN ORIGIN MATERIALS INC10.0K shares-3.38%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available