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Portfolio (Quarterly) Guide ↗

Long Run Wealth Advisors, LLC

· CIK 0001903296
13F Portfolio $531M AUM 106 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 70 Added 16 Reduced 5 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLP SELECT SECTOR SPDR TR 76,017.0 $5.9M 1.11% +4K +5.7% $77.68 +10.3%
22 JPM JPMORGAN CHASE & CO. Financial Services 18,175.0 $5.9M 1.10% +567.0 +3.2% $322.22 -6.2%
23 XLY SELECT SECTOR SPDR TR 43,722.0 $5.2M 0.98% +23K +110.5% $119.41 -1.8%
24 VTI VANGUARD INDEX FDS 14,199.0 $4.8M 0.90% +309.0 +2.2% $335.26 +8.3%
25 AMZN AMAZON COM INC Consumer Cyclical 19,883.0 $4.6M 0.86% +102.0 +0.5% $230.82 +14.0%
26 WFC WELLS FARGO CO NEW Financial Services 46,407.0 $4.3M 0.81% +383.0 +0.8% $93.20 -18.7%
27 TOL TOLL BROTHERS INC Consumer Cyclical 28,877.0 $3.9M 0.74% +416.0 +1.5% $135.22 -0.9%
28 IDGT ISHARES TR 45,769.0 $3.9M 0.73% +747.0 +1.7% $85.00 +39.8%
29 NXPI NXP SEMICONDUCTORS N V Technology 17,757.0 $3.9M 0.73% +704.0 +4.1% $217.06 +40.5%
30 BSX BOSTON SCIENTIFIC CORP Healthcare 40,224.0 $3.8M 0.72% +605.0 +1.5% $95.35 -40.8%
31 PANW PALO ALTO NETWORKS INC Technology 19,926.0 $3.7M 0.69% +258.0 +1.3% $184.20 +33.6%
32 SUSC ISHARES TR 156,770.0 $3.7M 0.69% +3K +2.0% $23.38 -1.9%
33 EAGG ISHARES TR 76,527.0 $3.7M 0.69% +1K +1.6% $47.85 -1.8%
34 IXN ISHARES TR 34,280.0 $3.6M 0.68% +2K +5.6% $105.00 +26.1%
35 AGG ISHARES TR 30,850.0 $3.1M 0.58% +653.0 +2.2% $99.88 -1.7%
36 ESGD ISHARES TR 22,456.0 $2.1M 0.40% +465.0 +2.1% $95.09 +7.4%
37 MS MORGAN STANLEY Financial Services 11,597.0 $2.1M 0.39% +428.0 +3.8% $177.53 +11.2%
38 AVGO BROADCOM INC Technology 5,937.0 $2.1M 0.39% +151.0 +2.6% $346.13 +20.9%
39 SDY SPDR SERIES TRUST 14,212.0 $2.0M 0.37% +102.0 +0.7% $139.16 +6.4%
40 PRU PRUDENTIAL FINL INC Financial Services 15,940.0 $1.8M 0.34% +199.0 +1.3% $112.88 -8.5%
Page 2 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.7%
Financial Services 26.3%
Consumer Cyclical 9.3%
Communication Services 7.6%
Healthcare 6.2%
Industrials 3.7%
Consumer Defensive 2.6%
Energy 1.8%
Real Estate 1.6%
Utilities 0.3%