Long Run Wealth Advisors, LLC
CIK: 0001903296SEC EDGAR →
Portfolio Value
$530.7M
Holdings
106
As of
Q4 2025
New Positions
7
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,195,107 | $61.9M | 11.66% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 2,231,568 | $47.4M | 8.93% |
| 3 | ISHARES TR | 371,738 | $33.3M | 6.27% |
| 4 | SELECT SECTOR SPDR TR | 226,428 | $32.6M | 6.14% |
| 5 | VANGUARD WHITEHALL FDS | 156,215 | $22.4M | 4.22% |
| 6 | ISHARES TR | 258,023 | $18.4M | 3.47% |
| 7 | SELECT SECTOR SPDR TR | 112,814 | $17.5M | 3.29% |
| 8 | ISHARES INC | 228,541 | $15.4M | 2.89% |
| 9 | SELECT SECTOR SPDR TR | 273,007 | $15.0M | 2.82% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 279,354 | $14.0M | 2.63% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $399.6M | 75.0% |
| Unknown | 13 | $57.2M | 10.7% |
| Technology | 11 | $41.2M | 7.7% |
| Consumer Cyclical | 5 | $9.4M | 1.8% |
| Communication Services | 4 | $7.7M | 1.4% |
| Healthcare | 5 | $6.6M | 1.2% |
| Industrials | 5 | $3.7M | 0.7% |
| Consumer Defensive | 5 | $3.2M | 0.6% |
| Basic Materials | 1 | $2.0M | 0.4% |
| Energy | 2 | $1.8M | 0.3% |
| Utilities | 1 | $270K | 0.1% |