Long Run Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Long Run Wealth Advisors, LLCInvestment ActivityLong Run Wealth Advisors, LLC has $509.50 million in total holdings as of September 30, 2025.Long Run Wealth Advisors, LLC owns shares of 109 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.71% of the portfolio was purchased this quarter.About 4.20% of the portfolio was sold this quarter.This quarter, Long Run Wealth Advisors, LLC has purchased 105 new stocks and bought additional shares in 46 stocks.Long Run Wealth Advisors, LLC sold shares of 49 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Broad USD Investment Grade Corporate Bond ETF $60,955,674FIRST TR EXCHANGE-TRADED FD $46,206,665iShares Core MSCI EAFE ETF $30,849,620Technology Select Sector SPDR Fund $30,677,935Vanguard High Dividend Yield ETF $21,377,474 Largest New Holdings this Quarter 093712107 - Bloom Energy $541,079 Holding46429B267 - iShares U.S. Treasury Bond ETF $505,512 Holding02209S103 - Altria Group $487,009 Holding369604301 - GE Aerospace $233,542 Holding172967424 - Citigroup $229,850 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 100,616 shares (about $6.57M)iShares Broad USD Investment Grade Corporate Bond ETF 98,387 shares (about $5.14M)FIRST TR EXCHANGE-TRADED FD 144,697 shares (about $3.08M)Health Care Select Sector SPDR Fund 7,883 shares (about $1.10M)First Trust Low Duration Opportunities ETF 21,540 shares (about $1.07M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 59,534 shares (about $5.97M)NVIDIA 12,812 shares (about $2.39M)Alphabet 5,451 shares (about $1.33M)Apple 4,288 shares (about $1.09M)iShares Global Tech ETF 9,786 shares (about $1.01M) 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$60,955,674$5,137,769 ▲9.2%1,167,28612.0%ManufacturingFIRST TR EXCHANGE-TRADED FD$46,206,665$3,083,493 ▲7.2%2,168,3099.1%CORE INVESTMENTIEFAiShares Core MSCI EAFE ETF$30,849,620$929,328 ▲3.1%353,3346.1%ETFXLKTechnology Select Sector SPDR Fund$30,677,935$645,460 ▼-2.1%108,8416.0%ETFVYMVanguard High Dividend Yield ETF$21,377,474$682,903 ▲3.3%151,6674.2%ETFEFViShares MSCI EAFE Value ETF$16,868,106$533,076 ▲3.3%248,6823.3%ETFXLVHealth Care Select Sector SPDR Fund$15,358,760$1,097,074 ▲7.7%110,3603.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,386,874$315,362 ▼-2.1%218,2472.8%ETFXLFFinancial Select Sector SPDR Fund$13,879,672$604,745 ▲4.6%257,6512.7%ETFLMBSFirst Trust Low Duration Opportunities ETF$13,477,459$1,072,477 ▲8.6%270,6862.6%ManufacturingBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,780,934$1,012,612 ▲9.4%118,3782.3%ETFXLIIndustrial Select Sector SPDR Fund$11,706,014$268,513 ▲2.3%75,9002.3%ETFIJRiShares Core S&P Small-Cap ETF$11,382,391$380,257 ▼-3.2%95,7872.2%ETFNVDANVIDIA$9,537,423$2,390,466 ▼-20.0%51,1171.9%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$8,757,248$162,285 ▼-1.8%73,9821.7%ETFIJHiShares Core S&P Mid-Cap ETF$8,700,129$6,566,194 ▲307.7%133,3151.7%ETFXLEEnergy Select Sector SPDR Fund$7,412,158$534,877 ▲7.8%82,9661.5%ETFAAPLApple$7,188,001$1,091,861 ▼-13.2%28,2291.4%Computer and TechnologyPSKSPDR ICE Preferred Securities ETF$7,120,905$469,727 ▲7.1%215,3281.4%ETFMSFTMicrosoft$6,855,475$567,664 ▼-7.6%13,2361.3%Computer and TechnologyVOOVanguard S&P 500 ETF$6,830,160$270,071 ▼-3.8%11,1531.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,361,637$521,413 ▼-7.6%69,3371.2%ETFDONWisdomTree U.S. MidCap Dividend Fund$5,849,025$257,682 ▲4.6%111,8361.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$5,637,872$704,470 ▲14.3%71,9391.1%ETFJPMJPMorgan Chase & Co.$5,554,146$473,781 ▼-7.9%17,6081.1%FinanceSPYSPDR S&P 500 ETF Trust$5,176,065$47,297 ▲0.9%7,7701.0%FinanceESGUiShares ESG Aware MSCI USA ETF$5,120,227$323,672 ▼-5.9%35,1661.0%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$4,978,574$48,168 ▼-1.0%20,7751.0%FinanceVTIVanguard Total Stock Market ETF$4,558,345$24,941 ▼-0.5%13,8900.9%ETFAMZNAmazon.com$4,343,314$18,005 ▼-0.4%19,7810.9%Retail/WholesaleGOOGAlphabet$4,298,944$1,327,604 ▼-23.6%17,6510.8%Computer and TechnologyPANWPalo Alto Networks$4,004,798$92,647 ▲2.4%19,6680.8%Computer and TechnologyTOLToll Brothers$3,931,637$671,504 ▼-14.6%28,4610.8%ConstructionSUSAiShares MSCI USA ESG Select ETF$3,926,557$204,155 ▼-4.9%28,9460.8%ETFCBChubb$3,909,393$292,972 ▲8.1%13,8510.8%FinanceIGNiShares U.S. Digital Infrastructure and Real Estate ETF$3,905,148$19,603 ▼-0.5%45,0220.8%ETFNXPINXP Semiconductors$3,883,489$93,825 ▼-2.4%17,0530.8%Computer and TechnologyBSXBoston Scientific$3,868,003$298,748 ▲8.4%39,6190.8%MedicalWFCWells Fargo & Company$3,857,728$168,981 ▼-4.2%46,0240.8%FinanceSUSCiShares ESG Aware USD Corporate Bond ETF$3,622,106$210,437 ▲6.2%153,7400.7%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,618,438$227,902 ▲6.7%75,3370.7%ETFIXNiShares Global Tech ETF$3,350,536$1,010,022 ▼-23.2%32,4630.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,027,277$5,968,338 ▼-66.3%30,1970.6%FinanceESGDiShares ESG Aware MSCI EAFE ETF$2,044,754$48,443 ▼-2.3%21,9910.4%ManufacturingSDYSPDR S&P Dividend ETF$1,976,058$20,307 ▼-1.0%14,1100.4%ETFAVGOBroadcom$1,908,932$373,142 ▼-16.4%5,7860.4%Computer and TechnologyIBMInternational Business Machines$1,890,098$188,192 ▲11.1%6,6990.4%Computer and TechnologyTAT&T$1,829,414$110,051 ▲6.4%64,7810.4%Computer and TechnologyMSMorgan Stanley$1,775,465$177,403 ▼-9.1%11,1690.3%FinancePFEPfizer$1,742,741$95,576 ▲5.8%68,3960.3%MedicalGLWCorning$1,673,614$717,533 ▼-30.0%20,4020.3%Computer and TechnologyCCICrown Castle$1,670,364$228,106 ▲15.8%17,3110.3%FinanceHPEHewlett Packard Enterprise$1,670,223$413,024 ▼-19.8%68,0060.3%Computer and TechnologyPRUPrudential Financial$1,633,014$159,868 ▲10.9%15,7410.3%FinanceTXNTexas Instruments$1,622,979$221,775 ▲15.8%8,8330.3%Computer and TechnologyUPSUnited Parcel Service$1,582,379$336,205 ▲27.0%18,9440.3%TransportationULUnilever$1,575,201$159,109 ▲11.2%26,5720.3%Consumer StaplesQQQInvesco QQQ$1,575,147$105,650 ▼-6.3%2,6240.3%FinanceCWEN.AClearway Energy$1,507,322$263,644 ▲21.2%55,9720.3%UtilitiesXOMExxon Mobil$1,368,856$67,310 ▲5.2%12,1410.3%EnergyIVViShares Core S&P 500 ETF$1,324,624$4,685 ▲0.4%1,9790.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,204,129$132,151 ▼-9.9%23,7270.2%ETFBRK.BBerkshire Hathaway$1,197,5270.0%2,3820.2%FinanceBNDVanguard Total Bond Market ETF$1,137,916$51,909 ▲4.8%15,3010.2%ETFDSIiShares ESG MSCI KLD 400 ETF$1,042,219$66,249 ▼-6.0%8,2750.2%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$1,029,988$53,314 ▼-4.9%4,5400.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$815,163$58,242 ▼-6.7%18,0830.2%ETFAMEAMETEK$790,921$188 ▼0.0%4,2070.2%Computer and TechnologyPMPhilip Morris International$685,116$387,648 ▲130.3%4,2240.1%Consumer StaplesWMTWalmart$670,598$10,100 ▼-1.5%6,5070.1%Retail/WholesaleVXUSVanguard Total International Stock ETF$645,148$4,114 ▲0.6%8,7820.1%ETFVVisa$576,678$2,390 ▼-0.4%1,6890.1%Business ServicesNYFiShares New York Muni Bond ETF$562,122$854 ▲0.2%10,5360.1%ETFBEBloom Energy$541,079$541,079 ▲New Holding6,3980.1%EnergyEFAiShares MSCI EAFE ETF$522,6510.0%5,5980.1%FinanceGOVTiShares U.S. Treasury Bond ETF$505,512$505,512 ▲New Holding21,8650.1%ETFMOAltria Group$487,009$487,009 ▲New Holding7,3720.1%Consumer StaplesTQQQProShares UltraPro QQQ$431,592$229,238 ▼-34.7%4,1740.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$412,453$31,458 ▲8.3%2,8320.1%ETFESGEiShares ESG Aware MSCI EM ETF$410,897$43,291 ▼-9.5%9,4630.1%ManufacturingFIFiserv$385,372$42,547 ▼-9.9%2,9890.1%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$372,111$1,707 ▲0.5%1,9620.1%ETFCRMSalesforce$339,298$9,241 ▲2.8%1,4320.1%Computer and TechnologySLFSun Life Financial$336,303$2,762 ▲0.8%5,6020.1%FinanceBLVVanguard Long-Term Bond ETF$325,403$11,832 ▲3.8%4,5930.1%ETFCVXChevron$319,139$17,083 ▲5.7%2,0550.1%EnergyMETAMeta Platforms$318,3420.0%4330.1%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$315,953$1,555 ▼-0.5%1,4220.1%ETFTSLATesla$314,862$78,271 ▼-19.9%7080.1%Auto/Tires/TrucksKOCocaCola$299,548$3,780 ▼-1.2%4,5170.1%Consumer StaplesNINiSource$278,774$1,819 ▲0.7%6,4380.1%UtilitiesHDHome Depot$277,034$22,681 ▼-7.6%6840.1%Retail/WholesaleABBVAbbVie$265,365$1,852 ▲0.7%1,1460.1%MedicalAZNAstraZeneca$258,950$110,255 ▼-29.9%3,3750.1%MedicalPGProcter & Gamble$255,287$316,919 ▼-55.4%1,6610.1%Consumer StaplesVYMIVanguard International High Dividend Yield ETF$243,227$2,287 ▼-0.9%2,8720.0%ETFGRMNGarmin$239,364$535,121 ▼-69.1%9720.0%Computer and TechnologyADPAutomatic Data Processing$237,073$27,580 ▼-10.4%8080.0%Computer and TechnologyGEGE Aerospace$233,542$233,542 ▲New Holding7760.0%AerospaceGOOGLAlphabet$230,530$153,687 ▼-40.0%9480.0%Computer and TechnologyShowing 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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