Long Run Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Long Run Wealth Advisors, LLC reported 98 stock positions worth $417.3 million. Its top holding was iShares Broad Usd Investment (USIG) at 12.0% of the portfolio, followed by First Trust Smith Opportunis (FIXD, 9.3%) and iShares Core MSCI Eafe ETF (IEFA, 5.9%). Compared with Q3 2024, it opened 7 new positions, sold out of 13, added to 45 and reduced 43. The biggest buy was a new position in iShares US DGTL Infra & R/E (IDGT) and the biggest sale an exit from Target (TGT).
- Most Recent 13F
- Q4 2025
- Location
- Lake Placid, NY
- CIK
- 0001903296
- Portfolio Value
- $417.3M (Q4 2024)
- SEC Filing
- 0001667731-25-000135 ↗ filed Jan 27, 2025
Holdings Value
Holdings 98 stocks · $417.3M
| USIG iShares Broad Usd Investment | 11.95% | 991,721 | $49.9M | Add +3.4% |
| FIXD First Trust Smith Opportunis | 9.32% | 904,759 | $38.9M | Add +5.5% |
| IEFA iShares Core MSCI Eafe ETF | 5.90% | 350,442 | $24.6M | Add +8.3% |
| XLK SS Technology Select Sector | 5.57% | 99,966 | $23.2M | Reduce -7.8% |
| VYM Vanguard High DVD Yield ETF | 3.84% | 125,454 | $16.0M | Add +0.6% |
| EFV iShares MSCI Eafe Value ETF | 3.09% | 245,482 | $12.9M | Add +9.2% |
| XLV SS Health Care Select Sector | 2.99% | 90,568 | $12.5M | Add +11.8% |
| IEMG iShares Core MSCI Emerging | 2.71% | 216,813 | $11.3M | Add +4.5% |
| LMBS First Trust Low Duration Opp | 2.63% | 225,768 | $11.0M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 2.41% | 87,258 | $10.1M | Reduce -3.0% |
| XLF SS Financial Select Sector | 2.27% | 196,386 | $9.5M | Reduce -6.8% |
| NVDA Nvidia Corp. | 2.26% | 70,197 | $9.4M | Reduce -7.3% |
| XLI SS Industrial Select Sector | 2.22% | 70,316 | $9.3M | Reduce -1.2% |
| AAPL Apple Inc. | 1.70% | 28,268 | $7.1M | Reduce -8.7% |
| XLC SS Comm Select Sector SPDR | 1.64% | 70,503 | $6.8M | Reduce -10.7% |
| XLE SS Energy Select Sector | 1.52% | 74,038 | $6.3M | Add +4.0% |
| MSFT Microsoft Corp. | 1.44% | 14,292 | $6.0M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 1.42% | 10,961 | $5.9M | Reduce -3.4% |
| AGG iShares Core U.S. Aggregate | 1.30% | 56,134 | $5.4M | Add +4.7% |
| PSK SS SPDR Ice Pref Sec ETF | 1.30% | 164,574 | $5.4M | Add +8.7% |
| ESGU iShares ESG Aware MSCI USA | 1.22% | 39,653 | $5.1M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 1.18% | 20,469 | $4.9M | Reduce -12.7% |
| IXN iShares Global Tech ETF | 1.16% | 56,952 | $4.8M | Reduce -6.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 1.15% | 48,574 | $4.8M | Add +95.0% |
| XLP SS Consumer Staples Sel Sect | 1.09% | 57,937 | $4.6M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.08% | 7,684 | $4.5M | Reduce -1.0% |
| DON Wisdomtree US Midcap Dividen | 1.06% | 86,717 | $4.4M | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 14,715 | $4.3M | Add +9.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.98% | 44,757 | $4.1M | Reduce -9.3% |
| SUSA iShares ESG Optimized MSCI U | 0.94% | 32,136 | $3.9M | Reduce -5.2% |
| GOOG Alphabet Inc. Class C | 0.91% | 19,960 | $3.8M | Reduce -17.1% |
| GM General Motors Co. | 0.89% | 69,754 | $3.7M | Reduce -8.2% |
| XLY SS Consumer Disc Select Sect | 0.89% | 16,471 | $3.7M | Reduce -17.6% |
| MRK Merck & Co. Inc. | 0.88% | 36,765 | $3.7M | Add +16.2% |
| EAGG iShares ESG Aware US Aggrega | 0.87% | 78,292 | $3.6M | Add +12.7% |
| SUSC iShares ESG Aware Usd Corpor | 0.87% | 159,877 | $3.6M | Add +10.6% |
| AMZN Amazon.com Inc. | 0.87% | 16,474 | $3.6M | Reduce -17.8% |
| GSK GSK PLC-Spon ADR | 0.86% | 106,278 | $3.6M | Add +23.7% |
| BSX Boston Scientific Corp. | 0.85% | 39,719 | $3.5M | Reduce -8.4% |
| TOL Toll Brothers Inc. | 0.83% | 27,643 | $3.5M | Add +12.8% |
| PANW Palo Alto Networks Inc. | 0.82% | 18,732 | $3.4M | Reduce -14.2% |
| IDGT iShares US DGTL Infra & R/E | 0.81% | 41,870 | $3.4M | New |
| NXPI NXP Semiconductors NV | 0.79% | 15,916 | $3.3M | Add +5.0% |
| GRMN Garmin Ltd. | 0.54% | 10,940 | $2.3M | Reduce -1.3% |
| ESGD iShares Trust iShares ESG Aw | 0.50% | 27,133 | $2.1M | Add +6.9% |
| SDY SS SPDR S&P Dividend ETF | 0.45% | 14,364 | $1.9M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 30,290 | $1.9M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.44% | 30,862 | $1.8M | Reduce -8.0% |
| T AT&T Inc. | 0.35% | 64,085 | $1.5M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 2,789 | $1.4M | Add +0.3% |
| MS Morgan Stanley | 0.34% | 11,143 | $1.4M | Reduce -16.1% |
| PFE Pfizer Inc. | 0.33% | 52,001 | $1.4M | Add +12.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 6,213 | $1.4M | Reduce -5.5% |
| AVGO Broadcom Inc. | 0.32% | 5,729 | $1.3M | Reduce -25.7% |
| HPE Hewlett Packard Enterprise | 0.30% | 59,532 | $1.3M | Reduce -11.4% |
| GLW Corning Inc. | 0.30% | 26,696 | $1.3M | Reduce -6.4% |
| CCI Crown Castle Inc. | 0.30% | 13,702 | $1.2M | Add +15.2% |
| UL Unilever PLC | 0.30% | 21,900 | $1.2M | Add +9.6% |
| TXN Texas Instruments Inc. | 0.30% | 6,579 | $1.2M | Add +9.5% |
| BND Vanguard Total Bond Market | 0.29% | 16,916 | $1.2M | Add +1.2% |
| CWEN.A Clearway Energy Inc. Class A | 0.29% | 49,266 | $1.2M | Add +11.5% |
| ICSH iShares Ultra Short Duration | 0.28% | 23,375 | $1.2M | Reduce -48.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.25% | 9,310 | $1.0M | Reduce -5.6% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.25% | 5,300 | $1.0M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 2,259 | $1.0M | Reduce -17.4% |
| IVV iShares Core S&P 500 ETF | 0.22% | 1,582 | $931K | Reduce -35.7% |
| ESML iShares ESG Aware MSCI USA S | 0.19% | 19,307 | $812K | Reduce -5.7% |
| AME Ametek Inc. | 0.19% | 4,336 | $782K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.18% | 4,466 | $749K | Add +0.6% |
| PM Philip Morris International | 0.15% | 5,138 | $618K | Add +61.6% |
| FISV Fiserv Inc. | 0.14% | 2,926 | $601K | Reduce -0.6% |
| WMT Walmart Inc. | 0.13% | 6,128 | $554K | Add +4.8% |
| CRM Salesforce Inc. | 0.12% | 1,541 | $515K | Reduce -21.5% |
| VXUS Vanguard Total Intl Stock | 0.11% | 7,591 | $447K | Add +38.9% |
| MO Altria Group Inc. | 0.11% | 8,464 | $443K | Add +64.3% |
| V Visa Inc. Class A | 0.10% | 1,372 | $434K | Reduce -8.8% |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,502 | $416K | Add +1.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 12,322 | $411K | Add +0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 7,148 | $358K | Add +26.5% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 2,765 | $356K | Reduce -18.2% |
| XOM Exxon Mobil Corp. | 0.08% | 3,269 | $352K | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.08% | 1,936 | $339K | Add +0.4% |
| HD Home Depot Inc. | 0.08% | 856 | $333K | Reduce -6.7% |
| SLF Sun Life Financial Inc. | 0.08% | 5,486 | $326K | New |
| ADP Automatic Data Processing | 0.08% | 1,099 | $322K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.07% | 4,175 | $286K | Add +21.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.07% | 1,537 | $284K | Add +1.2% |
| AMLP Alerian MLP ETF | 0.06% | 5,150 | $248K | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 2,204 | $245K | No change |
| TSLA Tesla Inc. | 0.06% | 570 | $230K | New |
| NKE Nike Inc. Class B | 0.05% | 2,840 | $215K | Reduce -5.0% |
| MCD McDonald's Corp. | 0.05% | 739 | $214K | Add +0.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 3,156 | $214K | New |
| KO The Coca-Cola Co. | 0.05% | 3,436 | $214K | Reduce -4.7% |
| NI Nisource Inc. | 0.05% | 5,735 | $211K | New |
| HBI Hanesbrands Inc. | 0.03% | 15,560 | $127K | New |
| SOL Emeren Group Ltd. | 0.01% | 10,300 | $21K | No change |
| ORIGIN MATERIALS INC | 0.00% | 10,350 | $13K | New |
Portfolio Sells Q3 2024 → Q4 2024
| TGT Target Corp. | Sold out | 0.00% | −0.85 |
| ICSH iShares Ultra Short Duration | Reduce -48.2% | 0.28% | −0.26 |
| XLK SS Technology Select Sector | Reduce -7.8% | 5.57% | −0.19 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.14 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -35.7% | 0.22% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -9.3% | 0.98% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.0% | 2.41% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -14.2% | 0.82% | −0.06 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -17.6% | 0.89% | −0.06 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.06 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.4% | 0.25% | −0.05 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -1.2% | 2.22% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.05 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.05 |
| XLC SS Comm Select Sector SPDR | Reduce -10.7% | 1.64% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.3% | 1.44% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -17.1% | 0.91% | −0.04 |
| IXN iShares Global Tech ETF | Reduce -6.7% | 1.16% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -5.9% | 1.22% | −0.03 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -5.2% | 0.94% | −0.02 |
| HPE Hewlett Packard Enterprise | Reduce -11.4% | 0.30% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -5.5% | 0.33% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -18.2% | 0.09% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -2.7% | 1.06% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -17.8% | 0.87% | −0.01 |
| NKE Nike Inc. Class B | Reduce -5.0% | 0.05% | −0.01 |
| KO The Coca-Cola Co. | Reduce -4.7% | 0.05% | −0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -4.0% | 0.25% | −0.01 |
| HD Home Depot Inc. | Reduce -6.7% | 0.08% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -5.7% | 0.19% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -5.6% | 0.25% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -8.4% | 0.85% | −0.00 |
| CRM Salesforce Inc. | Reduce -21.5% | 0.12% | −0.00 |
| AAPL Apple Inc. | Reduce -8.7% | 1.70% | −0.00 |
| GLW Corning Inc. | Reduce -6.4% | 0.30% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.5% | 0.45% | +0.00 |
| AVGO Broadcom Inc. | Reduce -25.7% | 0.32% | +0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.4% | 1.42% | +0.01 |
| V Visa Inc. Class A | Reduce -8.8% | 0.10% | +0.01 |
| MS Morgan Stanley | Reduce -16.1% | 0.34% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -12.7% | 1.18% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -8.0% | 0.44% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| IDGT iShares US DGTL Infra & R/E | New | 0.81% | +0.81 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +95.0% | 1.15% | +0.57 |
| FIXD First Trust Smith Opportunis | Add +5.5% | 9.32% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.1% | 1.02% | +0.12 |
| USIG iShares Broad Usd Investment | Add +3.4% | 11.95% | +0.08 |
| SLF Sun Life Financial Inc. | New | 0.08% | +0.08 |
| EAGG iShares ESG Aware US Aggrega | Add +12.7% | 0.87% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +0.6% | 3.84% | +0.07 |
| LMBS First Trust Low Duration Opp | Add +2.3% | 2.63% | +0.07 |
| SUSC iShares ESG Aware Usd Corpor | Add +10.6% | 0.87% | +0.06 |
| PM Philip Morris International | Add +61.6% | 0.15% | +0.06 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.05% | +0.05 |
| NI Nisource Inc. | New | 0.05% | +0.05 |
| XLE SS Energy Select Sector | Add +4.0% | 1.52% | +0.05 |
| XLV SS Health Care Select Sector | Add +11.8% | 2.99% | +0.05 |
| MO Altria Group Inc. | Add +64.3% | 0.11% | +0.04 |
| EFV iShares MSCI Eafe Value ETF | Add +9.2% | 3.09% | +0.04 |
| GSK GSK PLC-Spon ADR | Add +23.7% | 0.86% | +0.03 |
| MRK Merck & Co. Inc. | Add +16.2% | 0.88% | +0.03 |
| PSK SS SPDR Ice Pref Sec ETF | Add +8.7% | 1.30% | +0.03 |
| HBI Hanesbrands Inc. | New | 0.03% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +4.7% | 1.30% | +0.03 |
| T AT&T Inc. | Add +2.2% | 0.35% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +38.9% | 0.11% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.34% | +0.02 |
| WMT Walmart Inc. | Add +4.8% | 0.13% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +26.5% | 0.09% | +0.02 |
| PFE Pfizer Inc. | Add +12.8% | 0.33% | +0.02 |
| AME Ametek Inc. | Add +0.1% | 0.19% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +21.5% | 0.07% | +0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Add +1.2% | 0.07% | +0.01 |
| TXN Texas Instruments Inc. | Add +9.5% | 0.30% | +0.00 |
| AMLP Alerian MLP ETF | Add +1.6% | 0.06% | +0.00 |
| ORIGIN MATERIALS INC | New | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.08% | −0.00 |
| MCD McDonald's Corp. | Add +0.4% | 0.05% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.18% | −0.00 |
| BND Vanguard Total Bond Market | Add +1.2% | 0.29% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.08% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +0.4% | 0.10% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.4% | 0.10% | −0.01 |
| CWEN.A Clearway Energy Inc. Class A | Add +11.5% | 0.29% | −0.01 |
| UL Unilever PLC | Add +9.6% | 0.30% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +6.9% | 0.50% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Add +2.0% | 1.09% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.6% | 0.45% | −0.02 |
| CCI Crown Castle Inc. | Add +15.2% | 0.30% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.3% | 5.90% | −0.04 |
| TOL Toll Brothers Inc. | Add +12.8% | 0.83% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 106 | $530.7M | USIG, FTCB, IEFA, XLK, VYM |
| Q3 2025 | 109 | $509.5M | USIG, FTCB, IEFA, XLK, VYM |
| Q2 2025 | 105 | $476.7M | USIG, FTCB, IEFA, XLK, VYM |
| Q1 2025 | 102 | $441.0M | USIG, FIXD, IEFA, XLK, VYM |
| Q4 2024 | 98 | $417.3M | USIG, FIXD, IEFA, XLK, VYM |
| Q3 2024 | 104 | $424.8M | USIG, FIXD, IEFA, XLK, VYM |
| Q2 2024 | 101 | $395.0M | USIG, FIXD, XLK, IEFA, VYM |
| Q1 2024 | 95 | $379.9M | USIG, FIXD, IEFA, XLK, VYM |