Top 50 Long Run Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USIG | ISHARES TR | 11.67% | 1.20M | $61.9M | +2.38%(+27.82K) | $50.34(+2.45%) | 2025-12-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 8.93% | 2.23M | $47.4M | +2.92%(+63.26K) | $21.03(+0.43%) | 2025-12-31 | |
| IEFA | ISHARES TR | 6.27% | 371.7K | $33.3M | +5.21%(+18.40K) | $71.55(+34.77%) | 2025-12-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.15% | 226.4K | $32.6M | +108.04%(+117.59K) | $90.54(+66.01%) | 2025-12-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.23% | 156.2K | $22.4M | +3.00%(+4.55K) | $111.57(+37.18%) | 2025-12-31 | |
| EFV | ISHARES TR | 3.47% | 258.0K | $18.4M | +3.76%(+9.34K) | $51.55(+51.81%) | 2025-12-31 | |
| XLV | SELECT SECTOR SPDR TR | 3.29% | 112.8K | $17.5M | +2.22%(+2.45K) | $134.75(+9.66%) | 2025-12-31 | |
| IEMG | ISHARES INC | 2.9% | 228.5K | $15.4M | +4.72%(+10.29K) | $53.58(+42.39%) | 2025-12-31 | |
| XLF | SELECT SECTOR SPDR TR | 2.82% | 273.0K | $15.0M | +5.96%(+15.36K) | $41.05(+27.08%) | 2025-12-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.63% | 279.4K | $14.0M | +3.20%(+8.67K) | $48.86(+2.56%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.38% | +38.17% |
| Top 20 Holdings Unweighted | +14.94% | +51.85% |
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