Portfolio (Quarterly)
Guide ↗
Long Run Wealth Advisors, LLC
· CIK 0001903296| # | 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%