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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 UL UNILEVER PLC Consumer Defensive 26,572 $1.6M 0.31% SOLD
2 FISV FISERV INC Technology 2,989 $385K 0.08% SOLD
3 GRMN GARMIN LTD Technology 972 $239K 0.05% SOLD
4 WMB WILLIAMS COS INC Energy 3,278 $208K 0.04% SOLD
5 EMEREN GROUP LTD 10,300 $19K 0.00% SOLD
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%