LR
| |
Long Run Wealth Advisors, LLC13F | |
| Long Run Wealth Advisors, LLC | |
| Last update 2025-04-10 | 102 Stocks (11 new) |
| Value $441.00 Mil | Turnover 11 % |
Long Run Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIG | iShares U.S. Credit Bond ETF | 1,032,454 | 52,737.8 | +4.11% | 11.960 | +0.47% | 0.410 | +2.33% | +3.33% | 14,059.2 | ||
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 934,083 | 40,950.2 | +3.24% | 9.290 | +0.29% | 1.040 | +1.25% | +3.16% | 3,368.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 331,324 | 25,064.6 | -5.46% | 5.680 | -0.32% | 0.020 | +12.13% | +19.38% | 141,079.8 | ||
XLK | Technology Select Sector SPDR ETF | 115,750 | 23,900.2 | +15.79% | 5.420 | +0.74% | 0.040 | +29.01% | +11.65% | 81,669.7 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 143,784 | 18,542.4 | +14.61% | 4.200 | +0.54% | 0.030 | +10.65% | +6.44% | 58,519.3 | ||
EFV | iShares MSCI EAFE Value ETF | 237,237 | 13,982.7 | -3.36% | 3.170 | -0.10% | 0.070 | +11.26% | +22.50% | 25,866.6 | ||
XLV | Health Care Select Sector SPDR | 88,319 | 12,895.4 | -2.48% | 2.920 | -0.07% | 0.030 | -2.76% | -2.30% | 33,494.4 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 220,329 | 11,891.2 | +1.62% | 2.700 | +0.04% | 0.010 | +17.77% | +17.50% | 98,451.5 | ||
XLF | Financial Select Sector SPDR | 236,953 | 11,802.6 | +20.66% | 2.680 | +0.46% | 0.020 | +10.35% | +8.32% | 50,685.1 | ||
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 240,039 | 11,800.3 | +6.32% | 2.680 | +0.16% | 0.240 | +1.68% | +3.08% | 5,115.0 |
Long Run Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Long Run Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 2025-03-31 | Add Add | +0.94% | 99.16 ($99.33) 99.52 | $99.25 | -0.09% | Add 85.49% | 90,101 | 41,527 | |
GM | General Motors Co | 2025-03-31 | Sold Out Sold Out | -0.89% | 45.22 ($49.28) 54.92 | $53.12 | 7.78% | Sold Out | 0 | -69,754 | |
MRK | Merck & Co Inc | 2025-03-31 | Sold Out Sold Out | -0.88% | 83.01 ($93.37) 101.02 | $81.66 | -12.55% | Sold Out | 0 | -36,765 | |
GSK | GSK PLC | 2025-03-31 | Sold Out Sold Out | -0.86% | 32.08 ($36.61) 40.39 | $37.77 | 3.18% | Sold Out | 0 | -106,278 | |
CB | Chubb Ltd | 2025-03-31 | New Buy New Buy | +0.84% | 257.71 ($277.87) 301.99 | $276.04 | -0.66% | New holding | 12,291 | 12,291 | |
WFC | Wells Fargo & Co | 2025-03-31 | New Buy New Buy | +0.82% | 66.78 ($75.08) 81.42 | $79.03 | 5.25% | New holding | 50,550 | 50,550 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Add Add | +0.74% | 206.38 ($226.74) 242.18 | $258.73 | 14.11% | Add 15.79% | 115,750 | 15,784 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.71% | 95.85 ($97.76) 99.25 | $97.78 | 0.02% | Add 56.63% | 87,920 | 31,786 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Add Add | +0.54% | 126.11 ($130.91) 135.06 | $134.03 | 2.38% | Add 14.61% | 143,784 | 18,330 | |
USIG | iShares U.S. Credit Bond ETF | 2025-03-31 | Add Add | +0.47% | 49.67 ($50.66) 51.43 | $50.77 | 0.22% | Add 4.11% | 1,032,454 | 40,733 |
Long Run Wealth Advisors, LLC Total Holding History ($B)
Long Run Wealth Advisors, LLC's Asset Allocation
Long Run Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Long Run Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Long Run Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Long Run Wealth Advisors, LLC's Holdings Heat Map
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Long Run Wealth Advisors, LLC's Holdings Bubble Chart
Long Run Wealth Advisors, LLC News
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