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Size ($ in 1000's)
At 03/31/2024: $379,901
At 12/31/2023: $346,287
Long Run Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Long Run Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Long Run Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Long Run Wealth Advisors LLC.
In the Long Run Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Long Run Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Long Run Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (USIG) |
812,773 |
+35,403 |
$41,264 | | USIG | 812,773 | +35,403 | $41,264 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
729,628 |
+34,360 |
$31,812 | | FIXD | 729,628 | +34,360 | $31,812 | | ISHARES TR (IEFA) |
300,936 |
+13,677 |
$22,335 | | IEFA | 300,936 | +13,677 | $22,335 | | SELECT SECTOR SPDR TR (XLK) |
92,590 |
+3,547 |
$19,284 | | XLK | 92,590 | +3,547 | $19,284 | | VANGUARD WHITEHALL FDS (VYM) |
127,492 |
+4,385 |
$15,425 | | VYM | 127,492 | +4,385 | $15,425 | | SELECT SECTOR SPDR TR (XLV) |
85,532 |
+4,149 |
$12,636 | | XLV | 85,532 | +4,149 | $12,636 | | ISHARES TR (EFV) |
222,001 |
+8,698 |
$12,077 | | EFV | 222,001 | +8,698 | $12,077 | | ISHARES TR (IJR) |
94,573 |
+2,713 |
$10,452 | | IJR | 94,573 | +2,713 | $10,452 | | ISHARES INC (IEMG) |
199,888 |
+7,750 |
$10,314 | | IEMG | 199,888 | +7,750 | $10,314 | | SELECT SECTOR SPDR TR (XLC) |
125,297 |
+4,769 |
$10,232 | | XLC | 125,297 | +4,769 | $10,232 | | NVIDIA CORPORATION |
11,216 |
+73 |
$10,134 | | NVDA | 11,216 | +73 | $10,134 | | SELECT SECTOR SPDR TR (XLY) |
54,323 |
+2,788 |
$9,989 | | XLY | 54,323 | +2,788 | $9,989 | | SELECT SECTOR SPDR TR (XLF) |
221,046 |
+8,599 |
$9,310 | | XLF | 221,046 | +8,599 | $9,310 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
140,370 |
+1,717 |
$8,369 | | FTSM | 140,370 | +1,717 | $8,369 | | MICROSOFT CORP |
15,041 |
+119 |
$6,328 | | MSFT | 15,041 | +119 | $6,328 | | ISHARES TR (ESGU) |
52,135 |
-1,833 |
$5,993 | | ESGU | 52,135 | -1,833 | $5,993 | | SELECT SECTOR SPDR TR (XLI) |
46,810 |
+2,173 |
$5,896 | | XLI | 46,810 | +2,173 | $5,896 | | SPDR SER TR (BIL) |
63,421 |
+20,071 |
$5,822 | | BIL | 63,421 | +20,071 | $5,822 | | JPMORGAN CHASE & CO |
27,888 |
-97 |
$5,586 | | JPM | 27,888 | -97 | $5,586 | | VANGUARD INDEX FDS (VOO) |
10,930 |
+1 |
$5,254 | | VOO | 10,930 | +1 | $5,254 | | APPLE INC |
29,805 |
+492 |
$5,111 | | AAPL | 29,805 | +492 | $5,111 | | SPDR SER TR (PSK) |
134,743 |
+3,823 |
$4,698 | | PSK | 134,743 | +3,823 | $4,698 | | ISHARES TR (SUSA) |
41,393 |
-1,302 |
$4,519 | | SUSA | 41,393 | -1,302 | $4,519 | | WISDOMTREE TR |
92,414 |
+1,633 |
$4,507 | | DON | 92,414 | +1,633 | $4,507 | | ISHARES TR (IXN) |
56,856 |
+5,142 |
$4,253 | | IXN | 56,856 | +5,142 | $4,253 | | SPDR S&P 500 ETF TR (SPY) |
7,780 |
-171 |
$4,069 | | SPY | 7,780 | -171 | $4,069 | | TARGET CORP |
22,162 |
+902 |
$3,927 | | TGT | 22,162 | +902 | $3,927 | | ISHARES TR (ICSH) |
77,247 |
-25,217 |
$3,906 | | ICSH | 77,247 | -25,217 | $3,906 | | GENERAL MTRS CO |
83,165 |
+3,078 |
$3,772 | | GM | 83,165 | +3,078 | $3,772 | | ALPHABET INC |
24,595 |
+932 |
$3,745 | | GOOG | 24,595 | +932 | $3,745 | | MERCK & CO INC |
27,403 |
+874 |
$3,616 | | MRK | 27,403 | +874 | $3,616 | | NXP SEMICONDUCTORS N V |
14,438 |
+471 |
$3,577 | | NXPI | 14,438 | +471 | $3,577 | | GSK PLC |
81,006 |
+2,786 |
$3,473 | | GSK | 81,006 | +2,786 | $3,473 | | CVS HEALTH CORP |
43,436 |
+2,104 |
$3,464 | | CVS | 43,436 | +2,104 | $3,464 | | SPDR SER TR (KRE) |
66,882 |
+1,483 |
$3,363 | | KRE | 66,882 | +1,483 | $3,363 | | PALO ALTO NETWORKS INC |
11,416 |
+339 |
$3,244 | | PANW | 11,416 | +339 | $3,244 | | SELECT SECTOR SPDR TR (XLE) |
31,968 |
+1,690 |
$3,018 | | XLE | 31,968 | +1,690 | $3,018 | | MAXIMUS INC |
35,396 |
+1,606 |
$2,970 | | MMS | 35,396 | +1,606 | $2,970 | | ISHARES TR (SUSB) |
98,889 |
-2,430 |
$2,421 | | SUSB | 98,889 | -2,430 | $2,421 | | MOBILEYE GLOBAL INC |
71,945 |
+13,684 |
$2,313 | | MBLY | 71,945 | +13,684 | $2,313 | | ISHARES TR (ESGD) |
27,880 |
-475 |
$2,228 | | ESGD | 27,880 | -475 | $2,228 | | ISHARES TR (AGG) |
20,334 |
+184 |
$1,992 | | AGG | 20,334 | +184 | $1,992 | | GARMIN LTD |
13,322 |
+51 |
$1,983 | | GRMN | 13,322 | +51 | $1,983 | | SPDR SER TR (SDY) |
14,911 |
UNCH |
$1,957 | | SDY | 14,911 | UNCH | $1,957 | | ISHARES TR (EAGG) |
39,291 |
-1,007 |
$1,849 | | EAGG | 39,291 | -1,007 | $1,849 | | ISHARES TR (SUSC) |
80,447 |
-4,245 |
$1,849 | | SUSC | 80,447 | -4,245 | $1,849 | | SELECT SECTOR SPDR TR (XLB) |
17,870 |
+1,039 |
$1,660 | | XLB | 17,870 | +1,039 | $1,660 | | SPDR SER TR (BILS) |
15,500 |
+15,500 |
$1,541 | | BILS | 15,500 | +15,500 | $1,541 | | BROADCOM INC |
1,147 |
-6 |
$1,520 | | AVGO | 1,147 | -6 | $1,520 | | INTERNATIONAL BUSINESS MACHS |
7,878 |
+1 |
$1,504 | | IBM | 7,878 | +1 | $1,504 |
See Full List: All Stocks Held By Long Run Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Long Run Wealth Advisors LLC
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