StockDrifts LogoStockDrifts

Long Run Wealth Advisors, Llc

Portfolio Manager
Long Run Wealth Advisors, Llc
Performance
+1.20% (2025 Q4)
AUM (13F)
$530.69M
# of Holdings
106
Performance Rank
Allocation (Top 20)
69.8%

Long Run Wealth Advisors, Llc Holdings Map

Top 50 Long Run Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USIG
ISHARES TR
11.67%1.20M$61.9M
+2.38%(+27.82K)
2024-Q4: 991.7K shares2025-Q1: 1.03M shares2025-Q2: 1.07M shares2025-Q3: 1.17M shares2025-Q4: 1.20M shares
$50.34(+2.45%)
2025-12-31
FTCB
FIRST TR EXCHANGE-TRADED FD
8.93%2.23M$47.4M
+2.92%(+63.26K)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 2.02M shares2025-Q3: 2.17M shares2025-Q4: 2.23M shares
$21.03(+0.43%)
2025-12-31
IEFA
ISHARES TR
6.27%371.7K$33.3M
+5.21%(+18.40K)
2024-Q4: 350.4K shares2025-Q1: 331.3K shares2025-Q2: 342.7K shares2025-Q3: 353.3K shares2025-Q4: 371.7K shares
$71.55(+34.77%)
2025-12-31
XLK
SELECT SECTOR SPDR TR
6.15%226.4K$32.6M
+108.04%(+117.59K)
2024-Q4: 100.0K shares2025-Q1: 115.8K shares2025-Q2: 111.1K shares2025-Q3: 108.8K shares2025-Q4: 226.4K shares
$90.54(+66.01%)
2025-12-31
VYM
VANGUARD WHITEHALL FDS
4.23%156.2K$22.4M
+3.00%(+4.55K)
2024-Q4: 125.5K shares2025-Q1: 143.8K shares2025-Q2: 146.8K shares2025-Q3: 151.7K shares2025-Q4: 156.2K shares
$111.57(+37.18%)
2025-12-31
EFV
ISHARES TR
3.47%258.0K$18.4M
+3.76%(+9.34K)
2024-Q4: 245.5K shares2025-Q1: 237.2K shares2025-Q2: 240.8K shares2025-Q3: 248.7K shares2025-Q4: 258.0K shares
$51.55(+51.81%)
2025-12-31
XLV
SELECT SECTOR SPDR TR
3.29%112.8K$17.5M
+2.22%(+2.45K)
2024-Q4: 90.6K shares2025-Q1: 88.3K shares2025-Q2: 102.5K shares2025-Q3: 110.4K shares2025-Q4: 112.8K shares
$134.75(+9.66%)
2025-12-31
IEMG
ISHARES INC
2.9%228.5K$15.4M
+4.72%(+10.29K)
2024-Q4: 216.8K shares2025-Q1: 220.3K shares2025-Q2: 223.0K shares2025-Q3: 218.2K shares2025-Q4: 228.5K shares
$53.58(+42.39%)
2025-12-31
XLF
SELECT SECTOR SPDR TR
2.82%273.0K$15.0M
+5.96%(+15.36K)
2024-Q4: 196.4K shares2025-Q1: 237.0K shares2025-Q2: 246.4K shares2025-Q3: 257.7K shares2025-Q4: 273.0K shares
$41.05(+27.08%)
2025-12-31
LMBS
FIRST TR EXCHANGE-TRADED FD
2.63%279.4K$14.0M
+3.20%(+8.67K)
2024-Q4: 225.8K shares2025-Q1: 240.0K shares2025-Q2: 249.1K shares2025-Q3: 270.7K shares2025-Q4: 279.4K shares
$48.86(+2.56%)
2025-12-31

Unlock alerts, watchlists & AI chat

Sign up free to track Long Run Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all