Long Run Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Long Run Wealth Advisors, LLC reported 105 stock positions worth $476.7 million. Its top holding was iShares Broad Usd Investment (USIG) at 11.5% of the portfolio, followed by FT Core Investment Grade ETF (FTCB, 8.9%) and iShares Core MSCI Eafe ETF (IEFA, 6.0%). Compared with Q1 2025, it opened 9 new positions, sold out of 6, added to 47 and reduced 48. The biggest buy was a new position in FT Core Investment Grade ETF (FTCB) and the biggest sale an exit from First Trust Smith Opportunis (FIXD).
- Most Recent 13F
- Q4 2025
- Location
- Lake Placid, NY
- CIK
- 0001903296
- Portfolio Value
- $476.7M (Q2 2025)
- SEC Filing
- 0001667731-25-001057 ↗ filed Aug 6, 2025
Holdings Value
Holdings 105 stocks · $476.7M
| USIG iShares Broad Usd Investment | 11.53% | 1,068,899 | $55.0M | Add +3.5% |
| FTCB FT Core Investment Grade ETF | 8.94% | 2,023,612 | $42.6M | New |
| IEFA iShares Core MSCI Eafe ETF | 6.00% | 342,690 | $28.6M | Add +3.4% |
| XLK SS Technology Select Sector | 5.90% | 111,131 | $28.1M | Reduce -4.0% |
| VYM Vanguard High DVD Yield ETF | 4.11% | 146,822 | $19.6M | Add +2.1% |
| EFV iShares MSCI Eafe Value ETF | 3.21% | 240,823 | $15.3M | Add +1.5% |
| XLV SS Health Care Select Sector | 2.90% | 102,477 | $13.8M | Add +16.0% |
| IEMG iShares Core MSCI Emerging | 2.81% | 223,031 | $13.4M | Add +1.2% |
| XLF SS Financial Select Sector | 2.71% | 246,425 | $12.9M | Add +4.0% |
| LMBS First Trust Low Duration Opp | 2.57% | 249,146 | $12.3M | Add +3.8% |
| XLI SS Industrial Select Sector | 2.29% | 74,159 | $10.9M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 2.27% | 98,987 | $10.8M | Add +1.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 2.26% | 108,203 | $10.8M | Add +20.1% |
| NVDA Nvidia Corp. | 2.12% | 63,929 | $10.1M | Reduce -11.2% |
| AGG iShares Core U.S. Aggregate | 1.87% | 89,731 | $8.9M | Add +2.1% |
| XLC SS Comm Select Sector SPDR | 1.72% | 75,353 | $8.2M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.50% | 14,332 | $7.1M | Reduce -11.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.44% | 75,020 | $6.9M | Add +33.1% |
| AAPL Apple Inc. | 1.40% | 32,517 | $6.7M | Add +4.1% |
| VOO Vanguard S&P 500 ETF | 1.38% | 11,594 | $6.6M | Reduce -0.5% |
| XLE SS Energy Select Sector | 1.37% | 76,979 | $6.5M | Add +9.4% |
| PSK SS SPDR Ice Pref Sec ETF | 1.34% | 201,124 | $6.4M | Add +8.6% |
| JPM JPMorgan Chase & Co. | 1.16% | 19,110 | $5.5M | Reduce -12.3% |
| DON Wisdomtree US Midcap Dividen | 1.12% | 106,909 | $5.4M | Add +2.2% |
| XLP SS Consumer Staples Sel Sect | 1.07% | 62,950 | $5.1M | Add +5.8% |
| ESGU iShares ESG Aware MSCI USA | 1.06% | 37,389 | $5.1M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 7,699 | $4.8M | Reduce -0.1% |
| XLY SS Consumer Disc Select Sect | 0.96% | 20,976 | $4.6M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.91% | 19,863 | $4.4M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.89% | 13,966 | $4.2M | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 0.86% | 23,102 | $4.1M | Reduce -3.0% |
| PANW Palo Alto Networks Inc. | 0.82% | 19,213 | $3.9M | Reduce -5.7% |
| BSX Boston Scientific Corp. | 0.82% | 36,559 | $3.9M | Reduce -1.7% |
| IXN iShares Global Tech ETF | 0.82% | 42,249 | $3.9M | Add +0.2% |
| SUSA iShares ESG Optimized MSCI U | 0.81% | 30,451 | $3.9M | Reduce -5.3% |
| WFC Wells Fargo & Co. | 0.81% | 48,040 | $3.8M | Reduce -5.0% |
| NXPI NXP Semiconductors NV | 0.80% | 17,465 | $3.8M | Reduce -0.8% |
| TOL Toll Brothers Inc. | 0.80% | 33,322 | $3.8M | Reduce -3.8% |
| IDGT iShares US DGTL Infra & R/E | 0.79% | 45,248 | $3.8M | Reduce -3.4% |
| CB Chubb Ltd. | 0.78% | 12,813 | $3.7M | Add +4.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.71% | 144,808 | $3.4M | Add +1.2% |
| EAGG iShares ESG Aware US Aggrega | 0.70% | 70,592 | $3.4M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 0.43% | 32,699 | $2.0M | Add +0.3% |
| ESGD iShares Trust iShares ESG Aw | 0.42% | 22,512 | $2.0M | Reduce -1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.41% | 14,255 | $1.9M | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.40% | 6,917 | $1.9M | Reduce -15.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 6,032 | $1.8M | Reduce -8.9% |
| T AT&T Inc. | 0.37% | 60,884 | $1.8M | Reduce -2.5% |
| HPE Hewlett Packard Enterprise | 0.36% | 84,823 | $1.7M | Reduce -4.6% |
| MS Morgan Stanley | 0.36% | 12,285 | $1.7M | Reduce -8.0% |
| TXN Texas Instruments Inc. | 0.33% | 7,626 | $1.6M | Reduce -7.4% |
| PFE Pfizer Inc. | 0.33% | 64,645 | $1.6M | Add +11.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 2,800 | $1.5M | Add +0.5% |
| CCI Crown Castle Inc. | 0.32% | 14,947 | $1.5M | Add +6.5% |
| GLW Corning Inc. | 0.32% | 29,149 | $1.5M | Reduce -2.9% |
| PRU Prudential Financial Inc. | 0.32% | 14,200 | $1.5M | Add +7.1% |
| UPS United Parcel Service Class B | 0.32% | 14,919 | $1.5M | Add +21.5% |
| UL Unilever PLC | 0.31% | 23,888 | $1.5M | Reduce -2.7% |
| CWEN.A Clearway Energy Inc. Class A | 0.29% | 46,182 | $1.4M | Reduce -5.8% |
| ICSH iShares Ultra Short Duration | 0.28% | 26,331 | $1.3M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.26% | 11,544 | $1.2M | Reduce -14.0% |
| IVV iShares Core S&P 500 ETF | 0.26% | 1,972 | $1.2M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 2,382 | $1.2M | Add +1.0% |
| BND Vanguard Total Bond Market | 0.23% | 14,603 | $1.1M | Reduce -15.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 8,801 | $1.0M | Reduce -6.9% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.21% | 4,775 | $1.0M | Reduce -4.7% |
| ESML iShares ESG Aware MSCI USA S | 0.17% | 19,375 | $801K | Reduce -3.0% |
| AME Ametek Inc. | 0.16% | 4,208 | $761K | Add +0.2% |
| GRMN Garmin Ltd. | 0.14% | 3,145 | $656K | Reduce -22.4% |
| WMT Walmart Inc. | 0.14% | 6,605 | $646K | Add +9.8% |
| VXUS Vanguard Total Intl Stock | 0.13% | 8,726 | $603K | Add +0.8% |
| V Visa Inc. Class A | 0.13% | 1,696 | $602K | Add +13.1% |
| PG The Procter & Gamble Co. | 0.12% | 3,723 | $593K | Reduce -17.9% |
| FISV Fiserv Inc. | 0.12% | 3,319 | $572K | Add +11.0% |
| NYF iShares New York Muni Bond E | 0.12% | 10,520 | $549K | Add +0.1% |
| TQQQ Proshares Ultrapro QQQ | 0.11% | 6,391 | $530K | New |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,598 | $500K | Add +1.7% |
| CSCO Cisco Systems Inc. | 0.10% | 6,920 | $480K | Reduce -27.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 10,460 | $410K | Reduce -3.1% |
| CRM Salesforce Inc. | 0.08% | 1,393 | $380K | Reduce -22.4% |
| SLF Sun Life Financial Inc. | 0.08% | 5,556 | $369K | Add +0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 1,953 | $355K | Add +0.4% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 2,616 | $353K | Reduce -1.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.07% | 4,812 | $336K | Add +43.4% |
| PM Philip Morris International | 0.07% | 1,834 | $334K | Reduce -65.0% |
| KO The Coca-Cola Co. | 0.07% | 4,574 | $324K | Add +27.9% |
| META Meta Platforms Inc. Class A | 0.07% | 433 | $320K | New |
| BLV Vanguard Long-Term Bond ETF | 0.06% | 4,426 | $308K | Add +4.8% |
| MUB iShares National Muni Bond E | 0.06% | 2,773 | $290K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.06% | 1,429 | $282K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.06% | 884 | $281K | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 0.06% | 1,580 | $278K | New |
| CVX Chevron Corp. | 0.06% | 1,945 | $278K | Add +7.6% |
| ADP Automatic Data Processing | 0.06% | 902 | $278K | Reduce -10.3% |
| HD Home Depot Inc. | 0.06% | 740 | $271K | Reduce -11.2% |
| NI Nisource Inc. | 0.05% | 6,396 | $258K | Add +27.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 2,899 | $232K | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.05% | 281 | $219K | Add +0.4% |
| MCD McDonald's Corp. | 0.05% | 740 | $216K | Reduce -4.9% |
| ABBV Abbvie Inc. | 0.04% | 1,138 | $211K | Add +0.9% |
Portfolio Sells Q1 2025 → Q2 2025
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −9.29 |
| PM Philip Morris International | Reduce -65.0% | 0.07% | −0.12 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -14.0% | 0.26% | −0.10 |
| GRMN Garmin Ltd. | Reduce -22.4% | 0.14% | −0.06 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -15.1% | 0.23% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -17.9% | 0.12% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -12.3% | 1.16% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.4% | 0.41% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -5.8% | 1.06% | −0.04 |
| ICSH iShares Ultra Short Duration | Reduce -3.9% | 0.28% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -27.3% | 0.10% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.6% | 0.89% | −0.03 |
| TOL Toll Brothers Inc. | Reduce -3.8% | 0.80% | −0.03 |
| T AT&T Inc. | Reduce -2.5% | 0.37% | −0.03 |
| CRM Salesforce Inc. | Reduce -22.4% | 0.08% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -5.3% | 0.81% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -1.7% | 0.82% | −0.03 |
| UL Unilever PLC | Reduce -2.7% | 0.31% | −0.03 |
| CWEN.A Clearway Energy Inc. Class A | Reduce -5.8% | 0.29% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -5.0% | 0.81% | −0.02 |
| HD Home Depot Inc. | Reduce -11.2% | 0.06% | −0.01 |
| ADP Automatic Data Processing | Reduce -10.3% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -4.9% | 0.05% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -2.7% | 0.96% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -3.0% | 0.17% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -6.9% | 0.21% | −0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -4.7% | 0.21% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.8% | 0.42% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -7.4% | 0.33% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -8.9% | 0.37% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -0.3% | 0.05% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -3.1% | 0.09% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.4% | 0.07% | +0.00 |
| IDGT iShares US DGTL Infra & R/E | Reduce -3.4% | 0.79% | +0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.3% | 0.06% | +0.01 |
| MS Morgan Stanley | Reduce -8.0% | 0.36% | +0.01 |
| GLW Corning Inc. | Reduce -2.9% | 0.32% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 0.86% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.00% | +0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 1.38% | +0.02 |
| PANW Palo Alto Networks Inc. | Reduce -5.7% | 0.82% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 0.91% | +0.04 |
| NXPI NXP Semiconductors NV | Reduce -0.8% | 0.80% | +0.04 |
| HPE Hewlett Packard Enterprise | Reduce -4.6% | 0.36% | +0.05 |
| XLC SS Comm Select Sector SPDR | Reduce -0.7% | 1.72% | +0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| FTCB FT Core Investment Grade ETF | New | 8.94% | +8.94 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.4% | 6.00% | +0.32 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +33.1% | 1.44% | +0.27 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +20.1% | 2.26% | +0.22 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 2.81% | +0.11 |
| TQQQ Proshares Ultrapro QQQ | New | 0.11% | +0.11 |
| XLI SS Industrial Select Sector | Add +0.8% | 2.29% | +0.11 |
| IXN iShares Global Tech ETF | Add +0.2% | 0.82% | +0.09 |
| META Meta Platforms Inc. Class A | New | 0.07% | +0.07 |
| MUB iShares National Muni Bond E | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| WMB Williams Cos Inc. | New | 0.04% | +0.04 |
| TT Trane Technologies PLC | New | 0.04% | +0.04 |
| EFV iShares MSCI Eafe Value ETF | Add +1.5% | 3.21% | +0.04 |
| XLF SS Financial Select Sector | Add +4.0% | 2.71% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 0.32% | +0.03 |
| WMT Walmart Inc. | Add +9.8% | 0.14% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +43.4% | 0.07% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 0.26% | +0.01 |
| TSLA Tesla Inc. | Add +6.3% | 0.06% | +0.01 |
| KO The Coca-Cola Co. | Add +27.9% | 0.07% | +0.01 |
| UPS United Parcel Service Class B | Add +21.5% | 0.32% | +0.01 |
| NI Nisource Inc. | Add +27.0% | 0.05% | +0.01 |
| V Visa Inc. Class A | Add +13.1% | 0.13% | +0.01 |
| SLF Sun Life Financial Inc. | Add +0.8% | 0.08% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.8% | 0.13% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.7% | 0.10% | +0.00 |
| ORIGIN MATERIALS INC | New | 0.00% | +0.00 |
| WOLF Wolfspeed Inc. | New | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.07% | −0.00 |
| BLV Vanguard Long-Term Bond ETF | Add +4.8% | 0.06% | −0.00 |
| AME Ametek Inc. | Add +0.2% | 0.16% | −0.00 |
| PFE Pfizer Inc. | Add +11.0% | 0.33% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.43% | −0.01 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Add +0.9% | 0.04% | −0.01 |
| CCI Crown Castle Inc. | Add +6.5% | 0.32% | −0.01 |
| CVX Chevron Corp. | Add +7.6% | 0.06% | −0.01 |
| NYF iShares New York Muni Bond E | Add +0.1% | 0.12% | −0.01 |
| PRU Prudential Financial Inc. | Add +7.1% | 0.32% | −0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Add +8.6% | 1.34% | −0.02 |
| XLV SS Health Care Select Sector | Add +16.0% | 2.90% | −0.03 |
| FISV Fiserv Inc. | Add +11.0% | 0.12% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Add +5.8% | 1.07% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Add +1.7% | 2.27% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.24% | −0.04 |
| SUSC iShares ESG Aware Usd Corpor | Add +1.2% | 0.71% | −0.04 |
| EAGG iShares ESG Aware US Aggrega | Add +1.3% | 0.70% | −0.05 |
| DON Wisdomtree US Midcap Dividen | Add +2.2% | 1.12% | −0.05 |
| CB Chubb Ltd. | Add +4.3% | 0.78% | −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 |