Long Run Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Long Run Wealth Advisors, LLCInvestment ActivityLong Run Wealth Advisors, LLC has $476.74 million in total holdings as of September 30, 2024.Long Run Wealth Advisors, LLC owns shares of 105 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 12.17% of the portfolio was purchased this quarter.About 10.83% of the portfolio was sold this quarter.This quarter, Long Run Wealth Advisors, LLC has purchased 102 new stocks and bought additional shares in 47 stocks.Long Run Wealth Advisors, LLC sold shares of 48 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Broad USD Investment Grade Corporate Bond ETF $54,984,154FIRST TR EXCHANGE-TRADED FD $42,617,269iShares Core MSCI EAFE ETF $28,607,761Technology Select Sector SPDR Fund $28,141,602Vanguard High Dividend Yield ETF $19,572,800 Largest New Holdings this Quarter 33738D788 - FIRST TR EXCHANGE-TRADED FD $42,617,269 Holding74347X831 - ProShares UltraPro QQQ $530,453 Holding30303M102 - Meta Platforms $319,828 Holding464288414 - iShares National Muni Bond ETF $289,723 Holding02079K305 - Alphabet $278,449 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 2,023,612 shares (about $42.62M)Health Care Select Sector SPDR Fund 14,158 shares (about $1.91M)iShares Broad USD Investment Grade Corporate Bond ETF 36,445 shares (about $1.87M)SPDR Bloomberg 3-12 Month T-Bill ETF 18,102 shares (about $1.80M)SPDR Bloomberg 1-3 Month T-Bill ETF 18,675 shares (about $1.71M) Largest Sales this Quarter NVIDIA 8,020 shares (about $1.27M)Technology Select Sector SPDR Fund 4,619 shares (about $1.17M)Microsoft 1,814 shares (about $902.33K)JPMorgan Chase & Co. 2,675 shares (about $775.50K)Philip Morris International 3,402 shares (about $619.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLong Run Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSIGiShares Broad USD Investment Grade Corporate Bond ETF$54,984,154$1,874,730 ▲3.5%1,068,89911.5%ManufacturingFIRST TR EXCHANGE-TRADED FD$42,617,269$42,617,269 ▲New Holding2,023,6128.9%CORE INVESTMENTIEFAiShares Core MSCI EAFE ETF$28,607,761$948,834 ▲3.4%342,6906.0%ETFXLKTechnology Select Sector SPDR Fund$28,141,602$1,169,665 ▼-4.0%111,1315.9%ETFVYMVanguard High Dividend Yield ETF$19,572,800$404,995 ▲2.1%146,8224.1%ETFEFViShares MSCI EAFE Value ETF$15,287,445$227,639 ▲1.5%240,8233.2%ETFXLVHealth Care Select Sector SPDR Fund$13,812,915$1,908,362 ▲16.0%102,4772.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$13,388,528$162,201 ▲1.2%223,0312.8%ETFXLFFinancial Select Sector SPDR Fund$12,905,296$496,049 ▲4.0%246,4252.7%ETFLMBSFirst Trust Low Duration Opportunities ETF$12,272,939$448,611 ▲3.8%249,1462.6%ManufacturingXLIIndustrial Select Sector SPDR Fund$10,940,002$87,185 ▲0.8%74,1592.3%ETFIJRiShares Core S&P Small-Cap ETF$10,818,250$176,721 ▲1.7%98,9872.3%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$10,758,632$1,799,883 ▲20.1%108,2032.3%ETFNVDANVIDIA$10,100,161$1,267,082 ▼-11.1%63,9292.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$8,901,321$179,651 ▲2.1%89,7311.9%FinanceXLCCommunication Services Select Sector SPDR Fund$8,178,053$57,738 ▼-0.7%75,3531.7%ETFMSFTMicrosoft$7,129,072$902,326 ▼-11.2%14,3321.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,881,610$1,713,064 ▲33.1%75,0201.4%ETFAAPLApple$6,671,415$262,614 ▲4.1%32,5171.4%Computer and TechnologyVOOVanguard S&P 500 ETF$6,585,676$29,537 ▼-0.4%11,5941.4%ETFXLEEnergy Select Sector SPDR Fund$6,528,600$559,577 ▲9.4%76,9791.4%ETFPSKSPDR ICE Preferred Securities ETF$6,387,688$508,159 ▲8.6%201,1241.3%ETFJPMJPMorgan Chase & Co.$5,540,120$775,501 ▼-12.3%19,1101.2%FinanceDONWisdomTree U.S. MidCap Dividend Fund$5,358,257$116,378 ▲2.2%106,9091.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$5,097,058$279,508 ▲5.8%62,9501.1%ETFESGUiShares ESG Aware MSCI USA ETF$5,058,682$308,346 ▼-5.7%37,3891.1%ManufacturingSPYSPDR S&P 500 ETF Trust$4,757,120$3,089 ▼-0.1%7,6991.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$4,558,654$125,832 ▼-2.7%20,9761.0%FinanceAMZNAmazon.com$4,357,744$92,363 ▼-2.1%19,8630.9%Retail/WholesaleVTIVanguard Total Stock Market ETF$4,244,774$251,963 ▼-5.6%13,9660.9%ETFGOOGAlphabet$4,098,013$125,058 ▼-3.0%23,1020.9%Computer and TechnologyPANWPalo Alto Networks$3,931,748$237,382 ▼-5.7%19,2130.8%Computer and TechnologyBSXBoston Scientific$3,926,802$67,024 ▼-1.7%36,5590.8%MedicalIXNiShares Global Tech ETF$3,901,235$9,142 ▲0.2%42,2490.8%ETFSUSAiShares MSCI USA ESG Select ETF$3,859,612$214,585 ▼-5.3%30,4510.8%ETFWFCWells Fargo & Company$3,848,956$201,101 ▼-5.0%48,0400.8%FinanceNXPINXP Semiconductors$3,816,005$31,245 ▼-0.8%17,4650.8%Computer and TechnologyTOLToll Brothers$3,803,087$148,371 ▼-3.8%33,3220.8%ConstructionIGNiShares U.S. Digital Infrastructure and Real Estate ETF$3,755,523$132,383 ▼-3.4%45,2480.8%ETFCBChubb$3,712,128$151,232 ▲4.2%12,8130.8%FinanceSUSCiShares ESG Aware USD Corporate Bond ETF$3,363,884$40,815 ▲1.2%144,8080.7%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,355,958$41,788 ▲1.3%70,5920.7%ETFIJHiShares Core S&P Mid-Cap ETF$2,028,022$5,644 ▲0.3%32,6990.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,008,533$37,651 ▼-1.8%22,5120.4%ManufacturingSDYSPDR S&P Dividend ETF$1,934,834$26,739 ▼-1.4%14,2550.4%ETFAVGOBroadcom$1,906,543$359,975 ▼-15.9%6,9170.4%Computer and TechnologyIBMInternational Business Machines$1,778,211$174,225 ▼-8.9%6,0320.4%Computer and TechnologyTAT&T$1,761,978$44,162 ▼-2.4%60,8840.4%Computer and TechnologyHPEHewlett Packard Enterprise$1,734,633$84,029 ▼-4.6%84,8230.4%Computer and TechnologyMSMorgan Stanley$1,730,522$149,880 ▼-8.0%12,2850.4%FinanceTXNTexas Instruments$1,583,324$126,234 ▼-7.4%7,6260.3%Computer and TechnologyPFEPfizer$1,566,990$155,354 ▲11.0%64,6450.3%MedicalQQQInvesco QQQ$1,544,844$7,172 ▲0.5%2,8000.3%FinanceCCICrown Castle$1,535,455$93,995 ▲6.5%14,9470.3%FinanceGLWCorning$1,532,928$45,595 ▼-2.9%29,1490.3%Computer and TechnologyPRUPrudential Financial$1,525,668$100,673 ▲7.1%14,2000.3%FinanceUPSUnited Parcel Service$1,505,913$266,379 ▲21.5%14,9190.3%TransportationULUnilever$1,461,207$40,739 ▼-2.7%23,8880.3%Consumer StaplesCWEN.AClearway Energy$1,397,479$86,000 ▼-5.8%46,1820.3%UtilitiesICSHiShares Ultra Short-Term Bond Active ETF$1,335,228$54,005 ▼-3.9%26,3310.3%ETFXOMExxon Mobil$1,244,418$202,337 ▼-14.0%11,5440.3%EnergyIVViShares Core S&P 500 ETF$1,224,161$22,348 ▲1.9%1,9720.3%ETFBRK.BBerkshire Hathaway$1,157,104$11,658 ▲1.0%2,3820.2%FinanceBNDVanguard Total Bond Market ETF$1,075,241$191,368 ▼-15.1%14,6030.2%ETFDSIiShares ESG MSCI KLD 400 ETF$1,022,269$75,732 ▼-6.9%8,8010.2%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$1,011,441$49,990 ▼-4.7%4,7750.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$800,770$24,467 ▼-3.0%19,3750.2%ETFAMEAMETEK$761,487$1,267 ▲0.2%4,2080.2%Computer and TechnologyGRMNGarmin$656,488$189,954 ▼-22.4%3,1450.1%Computer and TechnologyWMTWalmart$645,840$57,788 ▲9.8%6,6050.1%Retail/WholesaleVXUSVanguard Total International Stock ETF$602,907$4,975 ▲0.8%8,7260.1%ETFVVisa$602,002$69,926 ▲13.1%1,6960.1%Business ServicesPGProcter & Gamble$593,186$129,535 ▼-17.9%3,7230.1%Consumer StaplesFIFiserv$572,229$56,895 ▲11.0%3,3190.1%Business ServicesNYFiShares New York Muni Bond ETF$548,515$834 ▲0.2%10,5200.1%ETFTQQQProShares UltraPro QQQ$530,453$530,453 ▲New Holding6,3910.1%ETFEFAiShares MSCI EAFE ETF$500,372$8,581 ▲1.7%5,5980.1%FinanceCSCOCisco Systems$480,098$180,661 ▼-27.3%6,9200.1%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$409,732$13,318 ▼-3.1%10,4600.1%ManufacturingCRMSalesforce$379,734$109,858 ▼-22.4%1,3930.1%Computer and TechnologySLFSun Life Financial$369,215$3,123 ▲0.9%5,5560.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$354,938$1,454 ▲0.4%1,9530.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$353,306$5,132 ▼-1.4%2,6160.1%ETFAZNAstraZeneca$336,266$101,746 ▲43.4%4,8120.1%MedicalPMPhilip Morris International$334,003$619,563 ▼-65.0%1,8340.1%Consumer StaplesKOCocaCola$323,583$70,532 ▲27.9%4,5740.1%Consumer StaplesMETAMeta Platforms$319,828$319,828 ▲New Holding4330.1%Computer and TechnologyBLVVanguard Long-Term Bond ETF$307,759$13,976 ▲4.8%4,4260.1%ETFMUBiShares National Muni Bond ETF$289,723$289,723 ▲New Holding2,7730.1%ETFFTECFidelity MSCI Information Technology Index ETF$281,820$789 ▼-0.3%1,4290.1%ETFTSLATesla$280,811$16,518 ▲6.3%8840.1%Auto/Tires/TrucksGOOGLAlphabet$278,449$278,449 ▲New Holding1,5800.1%Computer and TechnologyCVXChevron$278,433$19,755 ▲7.6%1,9450.1%EnergyADPAutomatic Data Processing$278,128$31,760 ▼-10.2%9020.1%Computer and TechnologyHDHome Depot$271,380$34,106 ▼-11.2%7400.1%Retail/WholesaleNINiSource$257,999$54,899 ▲27.0%6,3960.1%UtilitiesVYMIVanguard International High Dividend Yield ETF$232,257$801 ▼-0.3%2,8990.0%ETFLLYEli Lilly and Company$218,707$778 ▲0.4%2810.0%MedicalMCDMcDonald's$216,165$11,100 ▼-4.9%7400.0%Retail/WholesaleABBVAbbVie$211,158$1,856 ▲0.9%1,1380.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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