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Portfolio (Quarterly) Guide ↗

Long Run Wealth Advisors, LLC

· CIK 0001903296
13F Portfolio $509M AUM Filed Oct 9, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 109 New
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 11,153.0 $6.8M 1.34% NEW $612.41 +10.1%
22 BIL SPDR SERIES TRUST 69,337.0 $6.4M 1.25% NEW $91.75 -0.2%
23 DON WISDOMTREE TR 111,836.0 $5.8M 1.15% NEW $52.30 +3.3%
24 XLP SELECT SECTOR SPDR TR 71,939.0 $5.6M 1.11% NEW $78.37 +9.9%
25 JPM JPMORGAN CHASE & CO. Financial Services 17,608.0 $5.6M 1.09% NEW $315.43 -4.7%
26 SPY SPDR S&P 500 ETF TR Financial Services 7,770.0 $5.2M 1.02% NEW $666.16 +10.1%
27 ESGU ISHARES TR 35,166.0 $5.1M 1.00% NEW $145.60 +9.8%
28 XLY SELECT SECTOR SPDR TR 20,775.0 $5.0M 0.98% NEW $239.64 -52.0%
29 VTI VANGUARD INDEX FDS 13,890.0 $4.6M 0.90% NEW $328.17 +9.7%
30 AMZN AMAZON COM INC Consumer Cyclical 19,781.0 $4.3M 0.85% NEW $219.57 +18.1%
31 GOOG ALPHABET INC Communication Services 17,651.0 $4.3M 0.84% NEW $243.55 +61.4%
32 PANW PALO ALTO NETWORKS INC Technology 19,668.0 $4.0M 0.79% NEW $203.62 +21.6%
33 TOL TOLL BROTHERS INC Consumer Cyclical 28,461.0 $3.9M 0.77% NEW $138.14 -8.1%
34 SUSA ISHARES TR 28,946.0 $3.9M 0.77% NEW $135.65 +9.7%
35 CB CHUBB LIMITED Financial Services 13,851.0 $3.9M 0.77% NEW $282.25 +17.0%
36 IDGT ISHARES TR 45,022.0 $3.9M 0.77% NEW $86.74 +34.0%
37 NXPI NXP SEMICONDUCTORS N V Technology 17,053.0 $3.9M 0.76% NEW $227.73 +28.1%
38 BSX BOSTON SCIENTIFIC CORP Healthcare 39,619.0 $3.9M 0.76% NEW $97.63 -41.8%
39 WFC WELLS FARGO CO NEW Financial Services 46,024.0 $3.9M 0.76% NEW $83.82 -11.3%
40 SUSC ISHARES TR 153,740.0 $3.6M 0.71% NEW $23.56 -3.2%
Page 2 of 6  ·  109 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 41.6%
Financial Services 25.1%
Consumer Cyclical 9.2%
Communication Services 6.7%
Healthcare 6.1%
Consumer Defensive 4.0%
Industrials 3.4%
Energy 1.9%
Real Estate 1.7%
Utilities 0.3%