Sponsored

The Analysis of Long Run Wealth Advisors, LLC's Holdings & P&L

Currently, Long Run Wealth Advisors, LLC holds 106 types of securities in its portfolio with a total value $530.7M. In the most recent quarter, they have increased their positions in XLK (+117.6K shares, valued at $16.9M), XLE (+93.0K shares, valued at $4.2M), XLY (+22.9K shares, valued at $2.7M); decreased their positions in BILS (-13.4K shares, valued at $1.3M), BIL (-1.5K shares, valued at $135.5K), N/A (-404 shares, valued at $126.8K); initiated new positions in N/A (+24.0K shares, valued at $1.6M), VEU (+3.0K shares, valued at $219.0K).

1M P&L

+17.1M+3.24%

3M P&L

+19.9M+3.79%

HY P&L

+46.5M+9.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A424.2M

83.3%

2Semiconductors15.4M

3.0%

3Software - Infrastructure10.2M

2.0%

Top Industries by Stock Count

1N/A52 stocks

54.7%

2Drug Manufacturers - General4 stocks

4.2%

3Semiconductors3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USIG ISHARES TR1.2M shares2.38%2025-12-312026-02-02

FTCB FIRST TR EXCHANGE-TRADED FD2.2M shares2.92%2025-12-312026-02-02

IEFA ISHARES TR371.7K shares5.21%2025-12-312026-02-02

XLK SELECT SECTOR SPDR TR226.4K shares108.04%2025-12-312026-02-02

VYM VANGUARD WHITEHALL FDS156.2K shares3.00%2025-12-312026-02-02

EFV ISHARES TR258.0K shares3.76%2025-12-312026-02-02

XLV SELECT SECTOR SPDR TR112.8K shares2.22%2025-12-312026-02-02

IEMG ISHARES INC228.5K shares4.72%2025-12-312026-02-02

Sponsored

XLF SELECT SECTOR SPDR TR273.0K shares5.96%2025-12-312026-02-02

LMBS FIRST TR EXCHANGE-TRADED FD279.4K shares3.20%2025-12-312026-02-02

XLI SELECT SECTOR SPDR TR79.6K shares4.88%2025-12-312026-02-02

IJR ISHARES TR97.6K shares1.88%2025-12-312026-02-02

BILS SPDR SERIES TRUST105.0K shares-11.28%2025-12-312026-02-02

NVDA NVIDIA CORPORATION53.5K shares4.76%2025-12-312026-02-02

XLC SELECT SECTOR SPDR TR78.1K shares5.62%2025-12-312026-02-02

IJH ISHARES TR136.3K shares2.23%2025-12-312026-02-02

Sponsored

XLE SELECT SECTOR SPDR TR176.0K shares112.10%2025-12-312026-02-02

AAPL APPLE INC28.2K shares-0.03%2025-12-312026-02-02

PSK SPDR SERIES TRUST229.9K shares6.79%2025-12-312026-02-02

VANGUARD INDEX FDS VANGUARD INDEX FDS11.3K shares1.07%2025-12-312026-02-02

MSFT MICROSOFT CORP13.6K shares2.43%2025-12-312026-02-02

BIL SPDR SERIES TRUST67.9K shares-2.14%2025-12-312026-02-02

DON WISDOMTREE TR115.8K shares3.56%2025-12-312026-02-02

XLP SELECT SECTOR SPDR TR76.0K shares5.67%2025-12-312026-02-02

Sponsored

JPM JPMORGAN CHASE & CO.18.2K shares3.22%2025-12-312026-02-02

ALPHABET INC ALPHABET INC17.2K shares-2.29%2025-12-312026-02-02

SPY SPDR S&P 500 ETF TR7.8K shares0.21%2025-12-312026-02-02

ESGU ISHARES TR35.2K shares0.05%2025-12-312026-02-02

XLY SELECT SECTOR SPDR TR43.7K shares110.45%2025-12-312026-02-02

VTI VANGUARD INDEX FDS14.2K shares2.22%2025-12-312026-02-02

AMZN AMAZON COM INC19.9K shares0.52%2025-12-312026-02-02

WFC WELLS FARGO CO NEW46.4K shares0.83%2025-12-312026-02-02

Sponsored

CB CHUBB LIMITED13.8K shares-0.43%2025-12-312026-02-02

SUSA ISHARES TR28.9K shares-0.02%2025-12-312026-02-02

TOL TOLL BROTHERS INC28.9K shares1.46%2025-12-312026-02-02

IDGT ISHARES TR45.8K shares1.66%2025-12-312026-02-02

NXPI NXP SEMICONDUCTORS N V17.8K shares4.13%2025-12-312026-02-02

BSX BOSTON SCIENTIFIC CORP40.2K shares1.53%2025-12-312026-02-02

PANW PALO ALTO NETWORKS INC19.9K shares1.31%2025-12-312026-02-02

SUSC ISHARES TR156.8K shares1.97%2025-12-312026-02-02

Sponsored

EAGG ISHARES TR76.5K shares1.58%2025-12-312026-02-02

IXN ISHARES TR34.3K shares5.60%2025-12-312026-02-02

AGG ISHARES TR30.9K shares2.16%2025-12-312026-02-02

ESGD ISHARES TR22.5K shares2.11%2025-12-312026-02-02

MS MORGAN STANLEY11.6K shares3.83%2025-12-312026-02-02

BROADCOM INC BROADCOM INC5.9K shares2.61%2025-12-312026-02-02

SDY SPDR SERIES TRUST14.2K shares0.72%2025-12-312026-02-02

IBM INTERNATIONAL BUSINESS MACHS6.7K shares-0.49%2025-12-312026-02-02

Sponsored

UPS UNITED PARCEL SERVICE INC18.9K shares-0.46%2025-12-312026-02-02

PRU PRUDENTIAL FINL INC15.9K shares1.26%2025-12-312026-02-02

GLW CORNING INC20.3K shares-0.38%2025-12-312026-02-02

CWEN.A CLEARWAY ENERGY INC55.1K shares-1.49%2025-12-312026-02-02

PFE PFIZER INC69.2K shares1.12%2025-12-312026-02-02

T AT&T INC67.7K shares4.47%2025-12-312026-02-02

HPE HEWLETT PACKARD ENTERPRISE C69.8K shares2.65%2025-12-312026-02-02

INVESCO QQQ TR INVESCO QQQ TR2.6K shares0.34%2025-12-312026-02-02

Sponsored

TXN TEXAS INSTRS INC9.3K shares4.89%2025-12-312026-02-02

CROWN CASTLE INC CROWN CASTLE INC17.7K shares2.38%2025-12-312026-02-02

UNILEVER PLC UNILEVER PLC24.0K sharesnew addition2025-12-312026-02-02

XOM EXXON MOBIL CORP12.3K shares1.18%2025-12-312026-02-02

IVV ISHARES TR2.0K shares-0.40%2025-12-312026-02-02

ICSH ISHARES TR24.9K shares4.87%2025-12-312026-02-02

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares-0.04%2025-12-312026-02-02

BND VANGUARD BD INDEX FDS15.5K shares1.36%2025-12-312026-02-02

Sponsored

DSI ISHARES TR8.3K shares0.57%2025-12-312026-02-02

CRBN ISHARES TR4.6K shares0.29%2025-12-312026-02-02

PM PHILIP MORRIS INTL INC6.2K shares47.11%2025-12-312026-02-02

AME AMETEK INC4.1K shares-2.26%2025-12-312026-02-02

ESML ISHARES TR18.3K shares0.99%2025-12-312026-02-02

VXUS VANGUARD STAR FDS10.3K shares17.58%2025-12-312026-02-02

GOVT ISHARES TR30.8K shares40.85%2025-12-312026-02-02

WMT WALMART INC6.3K shares-2.94%2025-12-312026-02-02

Sponsored

EFA ISHARES TR6.2K shares9.86%2025-12-312026-02-02

V VISA INC1.7K shares-1.72%2025-12-312026-02-02

NYF ISHARES TR10.6K shares0.22%2025-12-312026-02-02

BE BLOOM ENERGY CORP6.3K shares-1.56%2025-12-312026-02-02

ITOT ISHARES TR3.4K shares19.49%2025-12-312026-02-02

TSLA TESLA INC1.1K shares48.87%2025-12-312026-02-02

LLY ELI LILLY & CO426 shares51.60%2025-12-312026-02-02

MO ALTRIA GROUP INC7.5K shares1.52%2025-12-312026-02-02

Sponsored

ESGE ISHARES INC9.6K shares1.73%2025-12-312026-02-02

TQQQ PROSHARES TR7.7K shares84.67%2025-12-312026-02-02

CRM SALESFORCE INC1.5K shares2.51%2025-12-312026-02-02

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares0.36%2025-12-312026-02-02

SLF SUN LIFE FINANCIAL INC.5.6K shares0.45%2025-12-312026-02-02

CVX CHEVRON CORP NEW2.3K shares10.80%2025-12-312026-02-02

FTEC FIDELITY COVINGTON TRUST1.5K shares2.60%2025-12-312026-02-02

BLV VANGUARD BD INDEX FDS4.7K shares1.57%2025-12-312026-02-02

Sponsored

KO COCA COLA CO4.3K shares-4.34%2025-12-312026-02-02

ALPHABET INC ALPHABET INC954 shares0.63%2025-12-312026-02-02

AZN ASTRAZENECA PLC3.2K shares-4.00%2025-12-312026-02-02

META META PLATFORMS INC422 shares-2.54%2025-12-312026-02-02

NI NISOURCE INC6.5K shares0.65%2025-12-312026-02-02

VYMI VANGUARD WHITEHALL FDS3.0K shares2.75%2025-12-312026-02-02

ABBV ABBVIE INC1.2K shares0.61%2025-12-312026-02-02

CITIGROUP INC CITIGROUP INC2.2K shares-1.72%2025-12-312026-02-02

Sponsored

GE AEROSPACE GE AEROSPACE777 shares0.13%2025-12-312026-02-02

HD HOME DEPOT INC658 shares-3.80%2025-12-312026-02-02

PG PROCTER AND GAMBLE CO1.5K shares-7.77%2025-12-312026-02-02

PFG PRINCIPAL FINANCIAL GROUP IN2.5K shares0.89%2025-12-312026-02-02

VEU VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2025-12-312026-02-02

MCD MCDONALDS CORP713 shares-4.17%2025-12-312026-02-02

IUSV ISHARES TR2.1K shares0.53%2025-12-312026-02-02

ADP AUTOMATIC DATA PROCESSING IN806 shares-0.25%2025-12-312026-02-02

Sponsored

IYW ISHARES TR1.0K shares0.00%2025-12-312026-02-02

ORGN ORIGIN MATERIALS INC10.0K shares-3.38%2025-12-312026-02-02

USIG

ISHARES TR

2.38%

Shares1.2M

Event2025-12-31

Filed2026-02-02

FTCB

FIRST TR EXCHANGE-TRADED FD

2.92%

Shares2.2M

Event2025-12-31

Filed2026-02-02

IEFA

ISHARES TR

5.21%

Shares371.7K

Event2025-12-31

Filed2026-02-02

XLK

SELECT SECTOR SPDR TR

108.04%

Shares226.4K

Event2025-12-31

Filed2026-02-02

VYM

VANGUARD WHITEHALL FDS

3.00%

Shares156.2K

Event2025-12-31

Filed2026-02-02

EFV

ISHARES TR

3.76%

Shares258.0K

Event2025-12-31

Filed2026-02-02

XLV

SELECT SECTOR SPDR TR

2.22%

Shares112.8K

Event2025-12-31

Filed2026-02-02

IEMG

ISHARES INC

4.72%

Shares228.5K

Event2025-12-31

Filed2026-02-02

XLF

SELECT SECTOR SPDR TR

5.96%

Shares273.0K

Event2025-12-31

Filed2026-02-02

LMBS

FIRST TR EXCHANGE-TRADED FD

3.20%

Shares279.4K

Event2025-12-31

Filed2026-02-02

XLI

SELECT SECTOR SPDR TR

4.88%

Shares79.6K

Event2025-12-31

Filed2026-02-02

IJR

ISHARES TR

1.88%

Shares97.6K

Event2025-12-31

Filed2026-02-02

BILS

SPDR SERIES TRUST

-11.28%

Shares105.0K

Event2025-12-31

Filed2026-02-02

NVDA

NVIDIA CORPORATION

4.76%

Shares53.5K

Event2025-12-31

Filed2026-02-02

XLC

SELECT SECTOR SPDR TR

5.62%

Shares78.1K

Event2025-12-31

Filed2026-02-02

IJH

ISHARES TR

2.23%

Shares136.3K

Event2025-12-31

Filed2026-02-02

XLE

SELECT SECTOR SPDR TR

112.10%

Shares176.0K

Event2025-12-31

Filed2026-02-02

AAPL

APPLE INC

-0.03%

Shares28.2K

Event2025-12-31

Filed2026-02-02

PSK

SPDR SERIES TRUST

6.79%

Shares229.9K

Event2025-12-31

Filed2026-02-02

VANGUARD INDEX FDS

1.07%

Shares11.3K

Event2025-12-31

Filed2026-02-02

MSFT

MICROSOFT CORP

2.43%

Shares13.6K

Event2025-12-31

Filed2026-02-02

BIL

SPDR SERIES TRUST

-2.14%

Shares67.9K

Event2025-12-31

Filed2026-02-02

DON

WISDOMTREE TR

3.56%

Shares115.8K

Event2025-12-31

Filed2026-02-02

XLP

SELECT SECTOR SPDR TR

5.67%

Shares76.0K

Event2025-12-31

Filed2026-02-02

JPM

JPMORGAN CHASE & CO.

3.22%

Shares18.2K

Event2025-12-31

Filed2026-02-02

ALPHABET INC

-2.29%

Shares17.2K

Event2025-12-31

Filed2026-02-02

SPY

SPDR S&P 500 ETF TR

0.21%

Shares7.8K

Event2025-12-31

Filed2026-02-02

ESGU

ISHARES TR

0.05%

Shares35.2K

Event2025-12-31

Filed2026-02-02

XLY

SELECT SECTOR SPDR TR

110.45%

Shares43.7K

Event2025-12-31

Filed2026-02-02

VTI

VANGUARD INDEX FDS

2.22%

Shares14.2K

Event2025-12-31

Filed2026-02-02

AMZN

AMAZON COM INC

0.52%

Shares19.9K

Event2025-12-31

Filed2026-02-02

WFC

WELLS FARGO CO NEW

0.83%

Shares46.4K

Event2025-12-31

Filed2026-02-02

CHUBB LIMITED

-0.43%

Shares13.8K

Event2025-12-31

Filed2026-02-02

SUSA

ISHARES TR

-0.02%

Shares28.9K

Event2025-12-31

Filed2026-02-02

TOL

TOLL BROTHERS INC

1.46%

Shares28.9K

Event2025-12-31

Filed2026-02-02

IDGT

ISHARES TR

1.66%

Shares45.8K

Event2025-12-31

Filed2026-02-02

NXPI

NXP SEMICONDUCTORS N V

4.13%

Shares17.8K

Event2025-12-31

Filed2026-02-02

BSX

BOSTON SCIENTIFIC CORP

1.53%

Shares40.2K

Event2025-12-31

Filed2026-02-02

PANW

PALO ALTO NETWORKS INC

1.31%

Shares19.9K

Event2025-12-31

Filed2026-02-02

SUSC

ISHARES TR

1.97%

Shares156.8K

Event2025-12-31

Filed2026-02-02

EAGG

ISHARES TR

1.58%

Shares76.5K

Event2025-12-31

Filed2026-02-02

IXN

ISHARES TR

5.60%

Shares34.3K

Event2025-12-31

Filed2026-02-02

AGG

ISHARES TR

2.16%

Shares30.9K

Event2025-12-31

Filed2026-02-02

ESGD

ISHARES TR

2.11%

Shares22.5K

Event2025-12-31

Filed2026-02-02

MORGAN STANLEY

3.83%

Shares11.6K

Event2025-12-31

Filed2026-02-02

BROADCOM INC

2.61%

Shares5.9K

Event2025-12-31

Filed2026-02-02

SDY

SPDR SERIES TRUST

0.72%

Shares14.2K

Event2025-12-31

Filed2026-02-02

IBM

INTERNATIONAL BUSINESS MACHS

-0.49%

Shares6.7K

Event2025-12-31

Filed2026-02-02

UPS

UNITED PARCEL SERVICE INC

-0.46%

Shares18.9K

Event2025-12-31

Filed2026-02-02

PRU

PRUDENTIAL FINL INC

1.26%

Shares15.9K

Event2025-12-31

Filed2026-02-02

GLW

CORNING INC

-0.38%

Shares20.3K

Event2025-12-31

Filed2026-02-02

CWEN.A

CLEARWAY ENERGY INC

-1.49%

Shares55.1K

Event2025-12-31

Filed2026-02-02

PFE

PFIZER INC

1.12%

Shares69.2K

Event2025-12-31

Filed2026-02-02

AT&T INC

4.47%

Shares67.7K

Event2025-12-31

Filed2026-02-02

HPE

HEWLETT PACKARD ENTERPRISE C

2.65%

Shares69.8K

Event2025-12-31

Filed2026-02-02

INVESCO QQQ TR

0.34%

Shares2.6K

Event2025-12-31

Filed2026-02-02

TXN

TEXAS INSTRS INC

4.89%

Shares9.3K

Event2025-12-31

Filed2026-02-02

CROWN CASTLE INC

2.38%

Shares17.7K

Event2025-12-31

Filed2026-02-02

UNILEVER PLC

New

Shares24.0K

Event2025-12-31

Filed2026-02-02

XOM

EXXON MOBIL CORP

1.18%

Shares12.3K

Event2025-12-31

Filed2026-02-02

IVV

ISHARES TR

-0.40%

Shares2.0K

Event2025-12-31

Filed2026-02-02

ICSH

ISHARES TR

4.87%

Shares24.9K

Event2025-12-31

Filed2026-02-02

BERKSHIRE HATHAWAY INC DEL

-0.04%

Shares2.4K

Event2025-12-31

Filed2026-02-02

BND

VANGUARD BD INDEX FDS

1.36%

Shares15.5K

Event2025-12-31

Filed2026-02-02

DSI

ISHARES TR

0.57%

Shares8.3K

Event2025-12-31

Filed2026-02-02

CRBN

ISHARES TR

0.29%

Shares4.6K

Event2025-12-31

Filed2026-02-02

PHILIP MORRIS INTL INC

47.11%

Shares6.2K

Event2025-12-31

Filed2026-02-02

AME

AMETEK INC

-2.26%

Shares4.1K

Event2025-12-31

Filed2026-02-02

ESML

ISHARES TR

0.99%

Shares18.3K

Event2025-12-31

Filed2026-02-02

VXUS

VANGUARD STAR FDS

17.58%

Shares10.3K

Event2025-12-31

Filed2026-02-02

GOVT

ISHARES TR

40.85%

Shares30.8K

Event2025-12-31

Filed2026-02-02

WMT

WALMART INC

-2.94%

Shares6.3K

Event2025-12-31

Filed2026-02-02

EFA

ISHARES TR

9.86%

Shares6.2K

Event2025-12-31

Filed2026-02-02

VISA INC

-1.72%

Shares1.7K

Event2025-12-31

Filed2026-02-02

NYF

ISHARES TR

0.22%

Shares10.6K

Event2025-12-31

Filed2026-02-02

BLOOM ENERGY CORP

-1.56%

Shares6.3K

Event2025-12-31

Filed2026-02-02

ITOT

ISHARES TR

19.49%

Shares3.4K

Event2025-12-31

Filed2026-02-02

TSLA

TESLA INC

48.87%

Shares1.1K

Event2025-12-31

Filed2026-02-02

LLY

ELI LILLY & CO

51.60%

Shares426

Event2025-12-31

Filed2026-02-02

ALTRIA GROUP INC

1.52%

Shares7.5K

Event2025-12-31

Filed2026-02-02

ESGE

ISHARES INC

1.73%

Shares9.6K

Event2025-12-31

Filed2026-02-02

TQQQ

PROSHARES TR

84.67%

Shares7.7K

Event2025-12-31

Filed2026-02-02

CRM

SALESFORCE INC

2.51%

Shares1.5K

Event2025-12-31

Filed2026-02-02

INVESCO EXCHANGE TRADED FD T

0.36%

Shares2.0K

Event2025-12-31

Filed2026-02-02

SLF

SUN LIFE FINANCIAL INC.

0.45%

Shares5.6K

Event2025-12-31

Filed2026-02-02

CVX

CHEVRON CORP NEW

10.80%

Shares2.3K

Event2025-12-31

Filed2026-02-02

FTEC

FIDELITY COVINGTON TRUST

2.60%

Shares1.5K

Event2025-12-31

Filed2026-02-02

BLV

VANGUARD BD INDEX FDS

1.57%

Shares4.7K

Event2025-12-31

Filed2026-02-02

COCA COLA CO

-4.34%

Shares4.3K

Event2025-12-31

Filed2026-02-02

ALPHABET INC

0.63%

Shares954

Event2025-12-31

Filed2026-02-02

AZN

ASTRAZENECA PLC

-4.00%

Shares3.2K

Event2025-12-31

Filed2026-02-02