Long Run Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Long Run Wealth Advisors, LLC held in its portfolio 102 assets valued at $530,687,273 (i.e. $530.69M).
The most valuable assets in the portfolio included: ISHARES TR ($61.87M), FIRST TR EXCHANGE-TRADED FD ($47.38M), and ISHARES TR ($33.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 102 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Long Run Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1195107 | 61870700 | USD INV GRDE ETF |
| FIRST TR EXCHANGE-TRADED FD | 2231568 | 47376189 | CORE INVESTMENT |
| ISHARES TR | 371738 | 33255681 | CORE MSCI EAFE |
| SELECT SECTOR SPDR TR | 226428 | 32598783 | STATE STREET TEC |
| SPDR SERIES TRUST | 417042 | 25886090 | STATE STREET SPD |
| VANGUARD WHITEHALL FDS | 156215 | 22420030 | HIGH DIV YLD |
| ISHARES TR | 258023 | 18425402 | EAFE VALUE ETF |
| SELECT SECTOR SPDR TR | 112814 | 17463663 | STATE STREET HEA |
| ISHARES INC | 228541 | 15362534 | CORE MSCI EMKT |
| SELECT SECTOR SPDR TR | 273007 | 14952610 | STATE STREET FIN |
| FIRST TR EXCHANGE-TRADED FD | 279354 | 13964907 | FST LOW OPPT EFT |
| SELECT SECTOR SPDR TR | 79606 | 12348447 | STATE STREET IND |
| ISHARES TR | 97584 | 11727611 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 119739 | 11125865 | STATE STREET CON |
| NVIDIA CORPORATION | 53549 | 9986911 | COM |
| SELECT SECTOR SPDR TR | 78137 | 9198260 | STATE STREET COM |
| ISHARES TR | 136294 | 8995397 | CORE S&P MCP ETF |
| SELECT SECTOR SPDR TR | 175967 | 7867484 | STATE STREET ENE |
| APPLE INC | 28220 | 7671934 | COM |
| VANGUARD INDEX FDS | 11272 | 7068910 | S&P 500 ETF SHS |
| MICROSOFT CORP | 13557 | 6556320 | COM |
| WISDOMTREE TR | 115814 | 5975986 | US MIDCAP DIVID |
| JPMORGAN CHASE & CO. | 18175 | 5856353 | COM |
| ALPHABET INC | 17247 | 5412184 | CAP STK CL C |
| SPDR S&P 500 ETF TR | 7786 | 5309131 | TR UNIT |
| ISHARES TR | 35182 | 5241481 | ESG AWR MSCI USA |
| VANGUARD INDEX FDS | 14199 | 4760376 | TOTAL STK MKT |
| AMAZON COM INC | 19883 | 4589394 | COM |
| WELLS FARGO CO NEW | 46407 | 4325155 | COM |
| CHUBB LIMITED | 13791 | 4304570 | COM |
| ISHARES TR | 28940 | 4032653 | ESG OPTIMIZED |
| TOLL BROTHERS INC | 28877 | 3904744 | COM |
| ISHARES TR | 45769 | 3890343 | US DIGITAL INFRA |
| NXP SEMICONDUCTORS N V | 17757 | 3854419 | COM |
| BOSTON SCIENTIFIC CORP | 40224 | 3835358 | COM |
| PALO ALTO NETWORKS INC | 19926 | 3670369 | COM |
| ISHARES TR | 156770 | 3666012 | ESG AWRE USD ETF |
| ISHARES TR | 76527 | 3661795 | ESG AWR US AGRGT |
| ISHARES TR | 34280 | 3599369 | GLOBAL TECH ETF |
| ISHARES TR | 30850 | 3081318 | CORE US AGGBD ET |
| ISHARES TR | 22456 | 2135327 | ESG AW MSCI EAFE |
| MORGAN STANLEY | 11597 | 2058816 | COM NEW |
| BROADCOM INC | 5937 | 2054968 | COM |
| INTERNATIONAL BUSINESS MACHS | 6666 | 1974422 | COM |
| UNITED PARCEL SERVICE INC | 18856 | 1870338 | CL B |
| PRUDENTIAL FINL INC | 15940 | 1799283 | COM |
| CORNING INC | 20325 | 1779664 | COM |
| CLEARWAY ENERGY INC | 55138 | 1732421 | CL A |
| PFIZER INC | 69160 | 1722093 | COM |
| AT&T INC | 67675 | 1681038 | COM |
| HEWLETT PACKARD ENTERPRISE C | 69810 | 1676825 | COM |
| INVESCO QQQ TR | 2633 | 1617639 | UNIT SER 1 |
| TEXAS INSTRS INC | 9265 | 1607418 | COM |
| CROWN CASTLE INC | 17723 | 1575032 | COM |
| UNILEVER PLC | 24048 | 1572739 | SPON ADR NEW |
| EXXON MOBIL CORP | 12284 | 1478277 | COM |
| ISHARES TR | 1971 | 1350141 | CORE S&P500 ETF |
| ISHARES TR | 24882 | 1258526 | ULTRA SHORT DUR |
| BERKSHIRE HATHAWAY INC DEL | 2381 | 1196810 | CL B NEW |
| VANGUARD BD INDEX FDS | 15509 | 1148744 | TOTAL BND MRKT |
| ISHARES TR | 8322 | 1072136 | ESG MSCI KLD 400 |
| ISHARES TR | 4553 | 1049603 | LOW CARBON OPTIM |
| PHILIP MORRIS INTL INC | 6214 | 996755 | COM |
| AMETEK INC | 4112 | 844140 | COM |
| ISHARES TR | 18262 | 839704 | ESG AWARE MSCI |
| VANGUARD STAR FDS | 10326 | 778974 | VG TL INTL STK F |
| ISHARES TR | 30797 | 709101 | US TREAS BD ETF |
| WALMART INC | 6316 | 703651 | COM |
| ISHARES TR | 6150 | 590566 | MSCI EAFE ETF |
| VISA INC | 1660 | 582218 | COM CL A |
| ISHARES TR | 10559 | 565004 | NEW YORK MUN ETF |
| BLOOM ENERGY CORP | 6298 | 547233 | COM CL A |
| ISHARES TR | 3384 | 503190 | CORE S&P TTL STK |
| TESLA INC | 1054 | 474005 | COM |
| ELI LILLY & CO | 426 | 457556 | COM |
| ALTRIA GROUP INC | 7484 | 431512 | COM |
| ISHARES INC | 9627 | 425240 | ESG AWR MSCI EM |
| PROSHARES TR | 7708 | 406366 | ULTRAPRO QQQ |
| SALESFORCE INC | 1468 | 388929 | COM |
| INVESCO EXCHANGE TRADED FD T | 1969 | 377240 | S&P500 EQL WGT |
| SUN LIFE FINANCIAL INC. | 5627 | 351151 | COM |
| CHEVRON CORP NEW | 2277 | 347014 | COM |
| FIDELITY COVINGTON TRUST | 1459 | 327865 | MSCI INFO TECH I |
| VANGUARD BD INDEX FDS | 4665 | 324307 | LONG TERM BOND |
| COCA COLA CO | 4321 | 302104 | COM |
| ALPHABET INC | 954 | 298758 | CAP STK CL A |
| ASTRAZENECA PLC | 3240 | 297878 | SPONSORED ADR |
| META PLATFORMS INC | 422 | 278333 | CL A |
| NISOURCE INC | 6480 | 270618 | COM |
| VANGUARD WHITEHALL FDS | 2951 | 265588 | INTL HIGH ETF |
| ABBVIE INC | 1153 | 263543 | COM |
| CITIGROUP INC | 2226 | 259799 | COM NEW |
| GE AEROSPACE | 777 | 239337 | COM NEW |
| HOME DEPOT INC | 658 | 226522 | COM |
| PROCTER AND GAMBLE CO | 1532 | 219598 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 2488 | 219460 | COM |
| VANGUARD INTL EQUITY INDEX F | 2977 | 218953 | ALLWRLD EX US |
| MCDONALDS CORP | 713 | 217922 | COM |
| ISHARES TR | 2084 | 213720 | CORE S&P US VLU |
| AUTOMATIC DATA PROCESSING IN | 806 | 207251 | COM |
| ISHARES TR | 1037 | 207053 | U.S. TECH ETF |
| ORIGIN MATERIALS INC | 10000 | 2117 | COM |
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