Long Run Wealth Advisors, LLC
Reported holdings as of Q4 2025, from 17 quarterly filings.
This filer last reported in Q4 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | USIG | $61.9M | 1,195,107 | -0.31pp | 14q | +2.4%+$1.4M | |
| FIRST TR EXCHANGE-TRADED FD | FTCB | $47.4M | 2,231,568 | -0.14pp | 3q | +2.9%+$1.3M | |
| ISHARES TR | IEFA | $33.3M | 371,738 | +0.21pp | 17q | +5.2%+$1.6M | |
| SELECT SECTOR SPDR TR | XLK | $32.6M | 226,428 | +0.12pp | 17q | +108.0%+$16.9M | |
| VANGUARD WHITEHALL FDS | VYM | $22.4M | 156,215 | +0.03pp | 17q | +3.0%+$652.7K | |
| ISHARES TR | EFV | $18.4M | 258,023 | +0.16pp | 17q | +3.8%+$667.0K | |
| SELECT SECTOR SPDR TR | XLV | $17.5M | 112,814 | +0.28pp | 17q | +2.2%+$379.9K | |
| ISHARES INC | IEMG | $15.4M | 228,541 | +0.07pp | 17q | +4.7%+$692.0K | |
| SELECT SECTOR SPDR TR | XLF | $15.0M | 273,007 | +0.09pp | 17q | +6.0%+$841.0K | |
| FIRST TR EXCHANGE-TRADED FD | LMBS | $14.0M | 279,354 | -0.01pp | 6q | +3.2%+$433.3K | |
| SELECT SECTOR SPDR TR | XLI | $12.3M | 79,606 | +0.03pp | 17q | +4.9%+$574.9K | |
| ISHARES TR | IJR | $11.7M | 97,584 | -0.02pp | 17q | +1.9%+$216.0K | |
| SPDR SERIES TRUST | BILS | $10.4M | 105,026 | -0.35pp | 8q | -11.3%-$1.3M | |
| NVIDIA CORPORATION | NVDA | $10.0M | 53,549 | +0.01pp | 17q | +4.8%+$453.6K | |
| SELECT SECTOR SPDR TR | XLC | $9.2M | 78,137 | +0.01pp | 17q | +5.6%+$489.1K | |
| ISHARES TR | IJH | $9.0M | 136,294 | -0.01pp | 17q | +2.2%+$196.6K | |
| SELECT SECTOR SPDR TR | XLE | $7.9M | 175,967 | +0.03pp | 17q | +112.1%+$4.2M | |
| APPLE INC | AAPL | $7.7M | 28,220 | +0.03pp | 17q | HELD | |
| SPDR SERIES TRUST | PSK | $7.3M | 229,950 | -0.02pp | 17q | +6.8%+$463.4K | |
| VANGUARD INDEX FDS | VOO | $7.1M | 11,272 | -0.01pp | 17q | +1.1%+$74.6K | |
| MICROSOFT CORP | MSFT | $6.6M | 13,557 | -0.11pp | 17q | +2.4%+$155.2K | |
| SPDR SERIES TRUST | BIL | $6.2M | 67,854 | -0.08pp | 17q | -2.1%-$135.5K | |
| WISDOMTREE TR | DON | $6.0M | 115,814 | -0.02pp | 17q | +3.6%+$205.3K | |
| SELECT SECTOR SPDR TR | XLP | $5.9M | 76,017 | +0.01pp | 17q | +5.7%+$316.8K | |
| JPMORGAN CHASE & CO | JPM | $5.9M | 18,175 | +0.01pp | 17q | +3.2%+$182.7K | |
| ALPHABET INC | GOOG | $5.4M | 17,247 | +0.18pp | 17q | -2.3%-$126.8K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $5.3M | 7,786 | -0.02pp | 17q | HELD | |
| ISHARES TR | ESGU | $5.2M | 35,182 | -0.02pp | 17q | HELD | |
| SELECT SECTOR SPDR TR | XLY | $5.2M | 43,722 | +0.01pp | 17q | +110.5%+$2.7M | |
| VANGUARD INDEX FDS | VTI | $4.8M | 14,199 | flat | 17q | +2.2%+$103.6K | |
| AMAZON COM INC | AMZN | $4.6M | 19,883 | +0.01pp | 7q | +0.5%+$23.5K | |
| WELLS FARGO & CO | WFC | $4.3M | 46,407 | +0.06pp | 4q | +0.8%+$35.7K | |
| CHUBB LIMITED | CB | $4.3M | 13,791 | +0.04pp | 4q | HELD | |
| ISHARES TR | SUSA | $4.0M | 28,940 | -0.01pp | 17q | HELD | |
| TOLL BROTHERS INC | TOL | $3.9M | 28,877 | -0.04pp | 7q | +1.5%+$56.3K | |
| ISHARES TR | IDGT | $3.9M | 45,769 | -0.03pp | 5q | +1.7%+$63.5K | |
| NXP SEMICONDUCTORS N V | NXPI | $3.9M | 17,757 | -0.04pp | 11q | +4.1%+$152.8K | |
| BOSTON SCIENTIFIC CORP | BSX | $3.8M | 40,224 | -0.04pp | 7q | +1.5%+$57.7K | |
| PALO ALTO NETWORKS INC | PANW | $3.7M | 19,926 | -0.09pp | 17q | +1.3%+$47.5K | |
| ISHARES TR | SUSC | $3.7M | 156,770 | -0.02pp | 17q | +2.0%+$70.9K | |
| ISHARES TR | EAGG | $3.7M | 76,527 | -0.02pp | 17q | +1.6%+$56.9K | |
| ISHARES TR | IXN | $3.6M | 34,280 | +0.02pp | 12q | +5.6%+$190.8K | |
| ISHARES TR | AGG | $3.1M | 30,850 | -0.01pp | 17q | +2.2%+$65.2K | |
| ISHARES TR | ESGD | $2.1M | 22,456 | flat | 17q | +2.1%+$44.2K | |
| MORGAN STANLEY | MS | $2.1M | 11,597 | +0.04pp | 17q | +3.8%+$76.0K | |
| BROADCOM INC | AVGO | $2.1M | 5,937 | +0.01pp | 17q | +2.6%+$52.3K | |
| SPDR SERIES TRUST | SDY | $2.0M | 14,212 | -0.02pp | 17q | +0.7%+$14.2K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $2.0M | 6,666 | flat | 17q | HELD | |
| UNITED PARCEL SVCS INC | UPS | $1.9M | 18,856 | +0.04pp | 4q | HELD | |
| PRUDENTIAL FINL INC | PRU | $1.8M | 15,940 | +0.02pp | 4q | +1.3%+$22.5K | |
| CORNING INC | GLW | $1.8M | 20,325 | +0.01pp | 14q | HELD | |
| CLEARWAY ENERGY INC | CWENA | $1.7M | 55,138 | +0.03pp | 17q | -1.5%-$26.2K | |
| PFIZER INC | PFE | $1.7M | 69,160 | -0.02pp | 17q | +1.1%+$19.0K | |
| AT&T INC | T | $1.7M | 67,675 | -0.04pp | 17q | +4.5%+$71.9K | |
| HEWLETT PACKARD ENTERPRISE C | HPE | $1.7M | 69,810 | -0.01pp | 14q | +2.7%+$43.3K | |
| INVESCO QQQ TR | QQQ | $1.6M | 2,633 | flat | 17q | HELD | |
| TEXAS INSTRS INC | TXN | $1.6M | 9,265 | -0.02pp | 6q | +4.9%+$74.9K | |
| CROWN CASTLE INC | CCI | $1.6M | 17,723 | -0.03pp | 9q | +2.4%+$36.6K | |
| UNILEVER PLC | UL | $1.6M | 24,048 | - | new | NEW | |
| EXXON MOBIL CORP | XOMXXXX | $1.5M | 12,284 | +0.01pp | 9q | +1.2%+$17.2K | |
| ISHARES TR | IVV | $1.4M | 1,971 | -0.01pp | 12q | HELD | |
| ISHARES TR | ICSH | $1.3M | 24,882 | flat | 17q | +4.9%+$58.4K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $1.2M | 2,381 | -0.01pp | 17q | HELD | |
| VANGUARD BD INDEX FDS | BND | $1.1M | 15,509 | -0.01pp | 7q | +1.4%+$15.4K | |
| ISHARES TR | DSI | $1.1M | 8,322 | flat | 9q | +0.6%+$6.1K | |
| ISHARES TR | CRBN | $1.0M | 4,553 | flat | 17q | HELD | |
| PHILIP MORRIS INTL INC | PM | $996.8K | 6,214 | +0.05pp | 7q | +47.1%+$319.2K | |
| AMETEK INC | AME | $844.1K | 4,112 | flat | 17q | -2.3%-$19.5K | |
| ISHARES TR | ESML | $839.7K | 18,262 | flat | 17q | +1.0%+$8.2K | |
| VANGUARD STAR FDS | VXUS | $779.0K | 10,326 | +0.02pp | 7q | +17.6%+$116.5K | |
| ISHARES TR | GOVT | $709.1K | 30,797 | +0.03pp | 2q | +40.9%+$205.7K | |
| WALMART INC | WMT | $703.7K | 6,316 | flat | 17q | -2.9%-$21.3K | |
| ISHARES TR | EFA | $590.6K | 6,150 | +0.01pp | 17q | +9.9%+$53.0K | |
| VISA INC | V | $582.2K | 1,660 | flat | 9q | -1.7%-$10.2K | |
| ISHARES TR | NYF | $565.0K | 10,559 | flat | 4q | HELD | |
| BLOOM ENERGY CORP | BE | $547.2K | 6,298 | flat | 2q | -1.6%-$8.7K | |
| ISHARES TR | ITOT | $503.2K | 3,384 | +0.01pp | 9q | +19.5%+$82.1K | |
| TESLA INC | TSLA | $474.0K | 1,054 | +0.03pp | 5q | +48.9%+$155.6K | |
| ELI LILLY & CO | LLY | $457.6K | 426 | +0.04pp | 4q | +51.6%+$155.7K | |
| ALTRIA GROUP INC | MO | $431.5K | 7,484 | -0.01pp | 2q | +1.5%+$6.5K | |
| ISHARES INC | ESGE | $425.2K | 9,627 | flat | 17q | +1.7%+$7.2K | |
| PROSHARES TR | TQQQ | $406.4K | 7,708 | -0.01pp | 3q | +84.7%+$186.3K | |
| SALESFORCE INC | CRM | $388.9K | 1,468 | +0.01pp | 6q | +2.5%+$9.5K | |
| INVESCO EXCHANGE TRADED FD T | RSP | $377.2K | 1,969 | flat | 17q | HELD | |
| SUN LIFE FINANCIAL INC. | SLF | $351.2K | 5,627 | flat | 5q | HELD | |
| CHEVRON CORPORATION | CVX | $347.0K | 2,277 | flat | 4q | +10.8%+$33.8K | |
| FIDELITY COVINGTON TRUST | FTEC | $327.9K | 1,459 | flat | 9q | +2.6%+$8.3K | |
| VANGUARD BD INDEX FDS | BLV | $324.3K | 4,665 | flat | 9q | +1.6%+$5.0K | |
| COCA COLA CO | KO | $302.1K | 4,321 | flat | 17q | -4.3%-$13.7K | |
| ALPHABET INC | GOOGL | $298.8K | 954 | +0.01pp | 3q | +0.6%+$1.9K | |
| ASTRAZENECA PLC | AZN | $297.9K | 3,240 | +0.01pp | 4q | -4.0%-$12.4K | |
| META PLATFORMS INC | META | $278.3K | 422 | -0.01pp | 3q | -2.5%-$7.3K | |
| NISOURCE INC | NI | $270.6K | 6,480 | flat | 5q | +0.7%+$1.8K | |
| VANGUARD WHITEHALL FDS | VYMI | $265.6K | 2,951 | flat | 5q | +2.8%+$7.1K | |
| ABBVIE INC | ABBV | $263.5K | 1,153 | flat | 4q | +0.6%+$1.6K | |
| CITIGROUP INC | C | $259.8K | 2,226 | flat | 2q | -1.7%-$4.6K | |
| GE AEROSPACE | GE | $239.3K | 777 | flat | 2q | HELD | |
| HOME DEPOT INC | HD | $226.5K | 658 | -0.01pp | 17q | -3.8%-$9.0K | |
| PROCTER & GAMBLE CO | PG | $219.6K | 1,532 | -0.01pp | 17q | -7.8%-$18.5K | |
| PRINCIPAL FINANCIAL GROUP IN | PFG | $219.5K | 2,488 | flat | 2q | +0.9%+$1.9K | |
| VANGUARD INTL EQUITY INDEX F | VEU | $219.0K | 2,977 | - | new | NEW | |
| MCDONALDS CORP | MCD | $217.9K | 713 | flat | 6q | -4.2%-$9.5K | |
| ISHARES TR | IUSV | $213.7K | 2,084 | flat | 2q | +0.5%+$1.1K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $207.3K | 806 | -0.01pp | 17q | HELD | |
| ISHARES TR | IYW | $207.1K | 1,037 | flat | 2q | HELD | |
| ORIGIN MATERIALS INC | ORGN | $2.1K | 10,000 | flat | 3q | -3.4% |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $18.3M | 3.4% |
| Computer Hardware | $15.0M | 2.8% |
| Software & IT Services | $13.1M | 2.5% |
| Banks & Lending | $10.4M | 2.0% |
| Other sectors | $46.0M | 8.7% |
| Not classified | $427.8M | 80.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | $530.7M | 106 | 2 | 70 | 16 | 5 | 52.3% | 33 |
| Q3 2025 | $509.5M | 109 | 8 | 43 | 44 | 4 | 51.8% | 9 |
| Q2 2025 | $476.7M | 105 | 9 | 40 | 44 | 6 | 50.7% | 37 |
| Q1 2025 | $441.0M | 102 | 11 | 60 | 22 | 7 | 50.7% | 10 |
| Q4 2024 | $417.3M | 98 | 7 | 41 | 42 | 13 | 50.4% | 27 |
| Q3 2024 | $424.8M | 104 | 9 | 47 | 28 | 6 | 50.3% | 30 |
| Q2 2024 | $395.0M | 101 | 10 | 37 | 35 | 4 | 49.9% | 19 |
| Q1 2024 | $379.9M | 95 | 5 | 52 | 17 | 3 | 48.9% | 25 |
| Q4 2023 | $346.3M | 93 | 13 | 41 | 26 | 2 | 50.0% | 10 |
| Q3 2023 | $308.3M | 82 | 1 | 38 | 26 | 15 | 50.8% | 10 |
| Q2 2023 | $313.3M | 96 | 8 | 26 | 42 | 5 | 47.9% | 17 |
| Q1 2023 | $293.8M | 93 | 6 | 45 | 25 | 7 | 45.9% | 21 |
| Q4 2022 | $278.0M | 94 | 6 | 54 | 21 | 6 | 43.9% | 26 |
| Q3 2022 | $252.5M | 94 | 12 | 47 | 24 | 8 | 44.4% | 40 |
| Q2 2022 | $258.2M | 90 | 1 | 54 | 15 | 7 | 47.3% | 19 |
| Q1 2022 | $286.2M | 96 | 4 | 44 | 25 | 6 | 46.6% | 27 |
| Q4 2021 | $287.7M | 98 | 0 | 0 | 0 | 0 | 46.4% | 21 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.