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Long Run Wealth Advisors, LLC

Q4 2025 · 13F-HR

Long Run Wealth Advisors, LLCholdings as filed

Filed 2026-02-02 · accession 0002085853-26-000159

$530.7M
Reported value
106
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288620USIGISHARES TR$61.9M11.7%1,195,107CommonNONE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$47.4M8.93%2,231,568CommonNONE
46432F842IEFAISHARES TR$33.3M6.27%371,738CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$32.6M6.14%226,428CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$22.4M4.22%156,215CommonNONE
464288877EFVISHARES TR$18.4M3.47%258,023CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$17.5M3.29%112,814CommonNONE
46434G103IEMGISHARES INC$15.4M2.89%228,541CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$15.0M2.82%273,007CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$14.0M2.63%279,354CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$12.3M2.33%79,606CommonNONE
464287804IJRISHARES TR$11.7M2.21%97,584CommonNONE
78468R523BILSSPDR SERIES TRUST$10.4M1.96%105,026CommonNONE
67066G104NVDANVIDIA CORPORATION$10.0M1.88%53,549CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$9.2M1.73%78,137CommonNONE
464287507IJHISHARES TR$9.0M1.70%136,294CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$7.9M1.48%175,967CommonNONE
037833100AAPLAPPLE INC$7.7M1.45%28,220CommonNONE
78464A292PSKSPDR SERIES TRUST$7.3M1.37%229,950CommonNONE
922908363VOOVANGUARD INDEX FDS$7.1M1.33%11,272CommonNONE
594918104MSFTMICROSOFT CORP$6.6M1.24%13,557CommonNONE
78468R663BILSPDR SERIES TRUST$6.2M1.17%67,854CommonNONE
97717W505DONWISDOMTREE TR$6.0M1.13%115,814CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$5.9M1.11%76,017CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.9M1.10%18,175CommonNONE
02079K107GOOGALPHABET INC$5.4M1.02%17,247CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.3M1.00%7,786CommonNONE
46435G425ESGUISHARES TR$5.2M0.99%35,182CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$5.2M0.98%43,722CommonNONE
922908769VTIVANGUARD INDEX FDS$4.8M0.90%14,199CommonNONE
023135106AMZNAMAZON COM INC$4.6M0.86%19,883CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.3M0.82%46,407CommonNONE
H1467J104CBCHUBB LIMITED$4.3M0.81%13,791CommonNONE
464288802SUSAISHARES TR$4.0M0.76%28,940CommonNONE
889478103TOLTOLL BROTHERS INC$3.9M0.74%28,877CommonNONE
464287531IDGTISHARES TR$3.9M0.73%45,769CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$3.9M0.73%17,757CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$3.8M0.72%40,224CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.7M0.69%19,926CommonNONE
46435G193SUSCISHARES TR$3.7M0.69%156,770CommonNONE
46435U549EAGGISHARES TR$3.7M0.69%76,527CommonNONE
464287291IXNISHARES TR$3.6M0.68%34,280CommonNONE
464287226AGGISHARES TR$3.1M0.58%30,850CommonNONE
46435G516ESGDISHARES TR$2.1M0.40%22,456CommonNONE
617446448MSMORGAN STANLEY$2.1M0.39%11,597CommonNONE
11135F101AVGOBROADCOM INC$2.1M0.39%5,937CommonNONE
78464A763SDYSPDR SERIES TRUST$2.0M0.37%14,212CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.37%6,666CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.9M0.35%18,856CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.8M0.34%15,940CommonNONE
219350105GLWCORNING INC$1.8M0.34%20,325CommonNONE
18539C105NY4BCLEARWAY ENERGY INC$1.7M0.33%55,138CommonNONE
717081103PFEPFIZER INC$1.7M0.32%69,160CommonNONE
00206R102TAT&T INC$1.7M0.32%67,675CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.7M0.32%69,810CommonNONE
46090E103QQQINVESCO QQQ TR$1.6M0.30%2,633CommonNONE
882508104TXNTEXAS INSTRS INC$1.6M0.30%9,265CommonNONE
22822V101CCICROWN CASTLE INC$1.6M0.30%17,723CommonNONE
904767803ULUNILEVER PLC$1.6M0.30%24,048CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.28%12,284CommonNONE
464287200IVVISHARES TR$1.4M0.25%1,971CommonNONE
46434V878ICSHISHARES TR$1.3M0.24%24,882CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.23%2,381CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.22%15,509CommonNONE
464288570DSIISHARES TR$1.1M0.20%8,322CommonNONE
46434V464CRBNISHARES TR$1.0M0.20%4,553CommonNONE
718172109PMPHILIP MORRIS INTL INC$996,7550.19%6,214CommonNONE
031100100AMEAMETEK INC$844,1400.16%4,112CommonNONE
46435U663ESMLISHARES TR$839,7040.16%18,262CommonNONE
921909768VXUSVANGUARD STAR FDS$778,9740.15%10,326CommonNONE
46429B267GOVTISHARES TR$709,1010.13%30,797CommonNONE
931142103WMTWALMART INC$703,6510.13%6,316CommonNONE
464287465EFAISHARES TR$590,5660.11%6,150CommonNONE
92826C839VVISA INC$582,2180.11%1,660CommonNONE
464288323NYFISHARES TR$565,0040.11%10,559CommonNONE
093712107BEBLOOM ENERGY CORP$547,2330.10%6,298CommonNONE
464287150ITOTISHARES TR$503,1900.09%3,384CommonNONE
88160R101TSLATESLA INC$474,0050.09%1,054CommonNONE
532457108LLYELI LILLY & CO$457,5560.09%426CommonNONE
02209S103MOALTRIA GROUP INC$431,5120.08%7,484CommonNONE
46434G863ESGEISHARES INC$425,2400.08%9,627CommonNONE
74347X831TQQQPROSHARES TR$406,3660.08%7,708CommonNONE
79466L302CRMSALESFORCE INC$388,9290.07%1,468CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$377,2400.07%1,969CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$351,1510.07%5,627CommonNONE
166764100CVXCHEVRON CORP NEW$347,0140.07%2,277CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$327,8650.06%1,459CommonNONE
921937793BLVVANGUARD BD INDEX FDS$324,3070.06%4,665CommonNONE
191216100KOCOCA COLA CO$302,1040.06%4,321CommonNONE
02079K305GOOGLALPHABET INC$298,7580.06%954CommonNONE
046353108AZNNASTRAZENECA PLC$297,8780.06%3,240CommonNONE
30303M102METAMETA PLATFORMS INC$278,3330.05%422CommonNONE
65473P105NINISOURCE INC$270,6180.05%6,480CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$265,5880.05%2,951CommonNONE
00287Y109ABBVABBVIE INC$263,5430.05%1,153CommonNONE
172967424CCITIGROUP INC$259,7990.05%2,226CommonNONE
369604301GEGE AEROSPACE$239,3370.05%777CommonNONE
437076102HDHOME DEPOT INC$226,5220.04%658CommonNONE
742718109PGPROCTER AND GAMBLE CO$219,5980.04%1,532CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$219,4600.04%2,488CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$218,9530.04%2,977CommonNONE
580135101MCDMCDONALDS CORP$217,9220.04%713CommonNONE
464287663IUSVISHARES TR$213,7200.04%2,084CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$207,2510.04%806CommonNONE
464287721IYWISHARES TR$207,0530.04%1,037CommonNONE
68622D106AACQGBPORIGIN MATERIALS INC$2,1170.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.