Long Run Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LR Long Run Wealth Advisors, LLC | Institutional Filer | ▲ 4.16% | $530.7M | 106 |
Current Portfolio Holdings
Showing all 106 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | USIG | ISHARES TR | — | 1.2M | $61.9M | 11.66% |
| 2 | FTCB | FIRST TR EXCHANGE-TRADED FD | — | 2.2M | $47.4M | 8.93% |
| 3 | IEFA | ISHARES TR | — | 372K | $33.3M | 6.27% |
| 4 | XLK | Technology Select Sector SPDR Fund | — | 226K | $32.6M | 6.14% |
| 5 | VYM | VANGUARD WHITEHALL FDS | — | 156K | $22.4M | 4.22% |
| 6 | EFV | ISHARES TR | — | 258K | $18.4M | 3.47% |
| 7 | XLV | Health Care Select Sector SPDR Fund | — | 113K | $17.5M | 3.29% |
| 8 | IEMG | ISHARES INC | — | 229K | $15.4M | 2.89% |
| 9 | XLF | Financial Select Sector SPDR Fund | — | 273K | $15.0M | 2.82% |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 279K | $14.0M | 2.63% |
| 11 | XLI | Industrial Select Sector SPDR Fund | — | 80K | $12.3M | 2.33% |
| 12 | IJR | ISHARES TR | — | 98K | $11.7M | 2.21% |
| 13 | BILS | SPDR SERIES TRUST | — | 105K | $10.4M | 1.96% |
| 14 | NVDA | NVIDIA Corporation | Technology | 54K | $10.0M | 1.88% |
| 15 | XLC | Communication Services Select Sector SPDR Fund | — | 78K | $9.2M | 1.73% |
Showing 1 to 15 of 106 holdings