Long Run Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Long Run Wealth Advisors, LLC reported 109 stock positions worth $509.5 million. Its top holding was iShares Broad Usd Investment (USIG) at 12.0% of the portfolio, followed by FT Core Investment Grade ETF (FTCB, 9.1%) and iShares Core MSCI Eafe ETF (IEFA, 6.1%). Compared with Q2 2025, it opened 8 new positions, sold out of 4, added to 46 and reduced 49. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +308%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −66%).
- Most Recent 13F
- Q4 2025
- Location
- Lake Placid, NY
- CIK
- 0001903296
- Portfolio Value
- $509.5M (Q3 2025)
- SEC Filing
- 0002085853-25-000038 ↗ filed Oct 9, 2025
Holdings Value
Holdings 109 stocks · $509.5M
| USIG iShares Broad Usd Investment | 11.96% | 1,167,286 | $61.0M | Add +9.2% |
| FTCB FT Core Investment Grade ETF | 9.07% | 2,168,309 | $46.2M | Add +7.2% |
| IEFA iShares Core MSCI Eafe ETF | 6.05% | 353,334 | $30.8M | Add +3.1% |
| XLK SS Technology Select Sector | 6.02% | 108,841 | $30.7M | Reduce -2.1% |
| VYM Vanguard High DVD Yield ETF | 4.20% | 151,667 | $21.4M | Add +3.3% |
| EFV iShares MSCI Eafe Value ETF | 3.31% | 248,682 | $16.9M | Add +3.3% |
| XLV SS Health Care Select Sector | 3.01% | 110,360 | $15.4M | Add +7.7% |
| IEMG iShares Core MSCI Emerging | 2.82% | 218,247 | $14.4M | Reduce -2.1% |
| XLF SS Financial Select Sector | 2.72% | 257,651 | $13.9M | Add +4.6% |
| LMBS First Trust Low Duration Opp | 2.65% | 270,686 | $13.5M | Add +8.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 2.31% | 118,378 | $11.8M | Add +9.4% |
| XLI SS Industrial Select Sector | 2.30% | 75,900 | $11.7M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 2.23% | 95,787 | $11.4M | Reduce -3.2% |
| NVDA Nvidia Corp. | 1.87% | 51,117 | $9.5M | Reduce -20.0% |
| XLC SS Comm Select Sector SPDR | 1.72% | 73,982 | $8.8M | Reduce -1.8% |
| IJH iShares Core S&P Midcap ETF | 1.71% | 133,315 | $8.7M | Add +307.7% |
| XLE SS Energy Select Sector | 1.45% | 82,966 | $7.4M | Add +7.8% |
| AAPL Apple Inc. | 1.41% | 28,229 | $7.2M | Reduce -13.2% |
| PSK SS SPDR Ice Pref Sec ETF | 1.40% | 215,328 | $7.1M | Add +7.1% |
| MSFT Microsoft Corp. | 1.35% | 13,236 | $6.9M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 1.34% | 11,153 | $6.8M | Reduce -3.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.25% | 69,337 | $6.4M | Reduce -7.6% |
| DON Wisdomtree US Midcap Dividen | 1.15% | 111,836 | $5.8M | Add +4.6% |
| XLP SS Consumer Staples Sel Sect | 1.11% | 71,939 | $5.6M | Add +14.3% |
| JPM JPMorgan Chase & Co. | 1.09% | 17,608 | $5.6M | Reduce -7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 7,770 | $5.2M | Add +0.9% |
| ESGU iShares ESG Aware MSCI USA | 1.00% | 35,166 | $5.1M | Reduce -6.0% |
| XLY SS Consumer Disc Select Sect | 0.98% | 20,775 | $5.0M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.89% | 13,890 | $4.6M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.85% | 19,781 | $4.3M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.84% | 17,651 | $4.3M | Reduce -23.6% |
| PANW Palo Alto Networks Inc. | 0.79% | 19,668 | $4.0M | Add +2.4% |
| TOL Toll Brothers Inc. | 0.77% | 28,461 | $3.9M | Reduce -14.6% |
| SUSA iShares ESG Optimized MSCI U | 0.77% | 28,946 | $3.9M | Reduce -4.9% |
| CB Chubb Ltd. | 0.77% | 13,851 | $3.9M | Add +8.1% |
| IDGT iShares US DGTL Infra & R/E | 0.77% | 45,022 | $3.9M | Reduce -0.5% |
| NXPI NXP Semiconductors NV | 0.76% | 17,053 | $3.9M | Reduce -2.4% |
| BSX Boston Scientific Corp. | 0.76% | 39,619 | $3.9M | Add +8.4% |
| WFC Wells Fargo & Co. | 0.76% | 46,024 | $3.9M | Reduce -4.2% |
| SUSC iShares ESG Aware Usd Corpor | 0.71% | 153,740 | $3.6M | Add +6.2% |
| EAGG iShares ESG Aware US Aggrega | 0.71% | 75,337 | $3.6M | Add +6.7% |
| IXN iShares Global Tech ETF | 0.66% | 32,463 | $3.4M | Reduce -23.2% |
| AGG iShares Core U.S. Aggregate | 0.59% | 30,197 | $3.0M | Reduce -66.3% |
| ESGD iShares Trust iShares ESG Aw | 0.40% | 21,991 | $2.0M | Reduce -2.3% |
| SDY SS SPDR S&P Dividend ETF | 0.39% | 14,110 | $2.0M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.37% | 5,786 | $1.9M | Reduce -16.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 6,699 | $1.9M | Add +11.1% |
| T AT&T Inc. | 0.36% | 64,781 | $1.8M | Add +6.4% |
| MS Morgan Stanley | 0.35% | 11,169 | $1.8M | Reduce -9.1% |
| PFE Pfizer Inc. | 0.34% | 68,396 | $1.7M | Add +5.8% |
| GLW Corning Inc. | 0.33% | 20,402 | $1.7M | Reduce -30.0% |
| CCI Crown Castle Inc. | 0.33% | 17,311 | $1.7M | Add +15.8% |
| HPE Hewlett Packard Enterprise | 0.33% | 68,006 | $1.7M | Reduce -19.8% |
| PRU Prudential Financial Inc. | 0.32% | 15,741 | $1.6M | Add +10.8% |
| TXN Texas Instruments Inc. | 0.32% | 8,833 | $1.6M | Add +15.8% |
| UPS United Parcel Service Class B | 0.31% | 18,944 | $1.6M | Add +27.0% |
| UL Unilever PLC | 0.31% | 26,572 | $1.6M | Add +11.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 2,624 | $1.6M | Reduce -6.3% |
| CWEN.A Clearway Energy Inc. Class A | 0.30% | 55,972 | $1.5M | Add +21.2% |
| XOM Exxon Mobil Corp. | 0.27% | 12,141 | $1.4M | Add +5.2% |
| IVV iShares Core S&P 500 ETF | 0.26% | 1,979 | $1.3M | Add +0.3% |
| ICSH iShares Ultra Short Duration | 0.24% | 23,727 | $1.2M | Reduce -9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 2,382 | $1.2M | No change |
| BND Vanguard Total Bond Market | 0.22% | 15,301 | $1.1M | Add +4.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.20% | 8,275 | $1.0M | Reduce -6.0% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.20% | 4,540 | $1.0M | Reduce -4.9% |
| ESML iShares ESG Aware MSCI USA S | 0.16% | 18,083 | $815K | Reduce -6.7% |
| AME Ametek Inc. | 0.16% | 4,207 | $791K | Reduce -0.0% |
| PM Philip Morris International | 0.13% | 4,224 | $685K | Add +130.3% |
| WMT Walmart Inc. | 0.13% | 6,507 | $671K | Reduce -1.5% |
| VXUS Vanguard Total Intl Stock | 0.13% | 8,782 | $645K | Add +0.6% |
| V Visa Inc. Class A | 0.11% | 1,689 | $577K | Reduce -0.4% |
| NYF iShares New York Muni Bond E | 0.11% | 10,536 | $562K | Add +0.1% |
| BE Bloom Energy Corp. Class A | 0.11% | 6,398 | $541K | New |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,598 | $523K | No change |
| GOVT iShares US Treasury Bond ETF | 0.10% | 21,865 | $506K | New |
| MO Altria Group Inc. | 0.10% | 7,372 | $487K | New |
| TQQQ Proshares Ultrapro QQQ | 0.08% | 4,174 | $432K | Reduce -34.7% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 2,832 | $412K | Add +8.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 9,463 | $411K | Reduce -9.5% |
| FISV Fiserv Inc. | 0.08% | 2,989 | $385K | Reduce -9.9% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 1,962 | $372K | Add +0.5% |
| CRM Salesforce Inc. | 0.07% | 1,432 | $339K | Add +2.8% |
| SLF Sun Life Financial Inc. | 0.07% | 5,602 | $336K | Add +0.8% |
| BLV Vanguard Long-Term Bond ETF | 0.06% | 4,593 | $325K | Add +3.8% |
| CVX Chevron Corp. | 0.06% | 2,055 | $319K | Add +5.7% |
| META Meta Platforms Inc. Class A | 0.06% | 433 | $318K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.06% | 1,422 | $316K | Reduce -0.5% |
| TSLA Tesla Inc. | 0.06% | 708 | $315K | Reduce -19.9% |
| KO The Coca-Cola Co. | 0.06% | 4,517 | $300K | Reduce -1.3% |
| NI Nisource Inc. | 0.05% | 6,438 | $279K | Add +0.7% |
| HD Home Depot Inc. | 0.05% | 684 | $277K | Reduce -7.6% |
| ABBV Abbvie Inc. | 0.05% | 1,146 | $265K | Add +0.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.05% | 3,375 | $259K | Reduce -29.9% |
| PG The Procter & Gamble Co. | 0.05% | 1,661 | $255K | Reduce -55.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 2,872 | $243K | Reduce -0.9% |
| GRMN Garmin Ltd. | 0.05% | 972 | $239K | Reduce -69.1% |
| ADP Automatic Data Processing | 0.05% | 808 | $237K | Reduce -10.4% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 776 | $234K | New |
| GOOGL Alphabet Inc. Class A | 0.05% | 948 | $231K | Reduce -40.0% |
Portfolio Sells Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Reduce -66.3% | 0.59% | −1.27 |
| NVDA Nvidia Corp. | Reduce -20.0% | 1.87% | −0.25 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -7.6% | 1.25% | −0.19 |
| IXN iShares Global Tech ETF | Reduce -23.2% | 0.66% | −0.16 |
| MSFT Microsoft Corp. | Reduce -7.7% | 1.35% | −0.15 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.10 |
| GRMN Garmin Ltd. | Reduce -69.1% | 0.05% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -55.4% | 0.05% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -7.9% | 1.09% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.85% | −0.06 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -6.0% | 1.00% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -4.2% | 0.76% | −0.05 |
| FISV Fiserv Inc. | Reduce -9.9% | 0.08% | −0.04 |
| ICSH iShares Ultra Short Duration | Reduce -9.9% | 0.24% | −0.04 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 1.34% | −0.04 |
| SUSA iShares ESG Optimized MSCI U | Reduce -4.9% | 0.77% | −0.04 |
| NXPI NXP Semiconductors NV | Reduce -2.4% | 0.76% | −0.04 |
| HPE Hewlett Packard Enterprise | Reduce -19.8% | 0.33% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.2% | 2.23% | −0.04 |
| TQQQ Proshares Ultrapro QQQ | Reduce -34.7% | 0.08% | −0.03 |
| TOL Toll Brothers Inc. | Reduce -14.6% | 0.77% | −0.03 |
| AVGO Broadcom Inc. | Reduce -16.4% | 0.37% | −0.03 |
| IDGT iShares US DGTL Infra & R/E | Reduce -0.5% | 0.77% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.3% | 0.40% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -29.9% | 0.05% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.0% | 0.39% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -23.6% | 0.84% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.3% | 0.31% | −0.01 |
| MS Morgan Stanley | Reduce -9.1% | 0.35% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -40.0% | 0.05% | −0.01 |
| V Visa Inc. Class A | Reduce -0.4% | 0.11% | −0.01 |
| ADP Automatic Data Processing | Reduce -10.4% | 0.05% | −0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -4.9% | 0.20% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -6.0% | 0.20% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.06% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -6.7% | 0.16% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -9.5% | 0.08% | −0.01 |
| AME Ametek Inc. | Reduce -0.0% | 0.16% | −0.00 |
| WMT Walmart Inc. | Reduce -1.5% | 0.13% | −0.00 |
| HD Home Depot Inc. | Reduce -7.6% | 0.05% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -0.9% | 0.05% | −0.00 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.5% | 0.06% | +0.00 |
| TSLA Tesla Inc. | Reduce -19.9% | 0.06% | +0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -1.8% | 1.72% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.89% | +0.00 |
| GLW Corning Inc. | Reduce -30.0% | 0.33% | +0.01 |
| AAPL Apple Inc. | Reduce -13.2% | 1.41% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| IJH iShares Core S&P Midcap ETF | Add +307.7% | 1.71% | +1.28 |
| USIG iShares Broad Usd Investment | Add +9.2% | 11.96% | +0.43 |
| FTCB FT Core Investment Grade ETF | Add +7.2% | 9.07% | +0.13 |
| XLV SS Health Care Select Sector | Add +7.7% | 3.01% | +0.12 |
| BE Bloom Energy Corp. Class A | New | 0.11% | +0.11 |
| EFV iShares MSCI Eafe Value ETF | Add +3.3% | 3.31% | +0.10 |
| GOVT iShares US Treasury Bond ETF | New | 0.10% | +0.10 |
| MO Altria Group Inc. | New | 0.10% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Add +3.3% | 4.20% | +0.09 |
| XLE SS Energy Select Sector | Add +7.8% | 1.45% | +0.09 |
| LMBS First Trust Low Duration Opp | Add +8.7% | 2.65% | +0.07 |
| PM Philip Morris International | Add +130.3% | 0.13% | +0.06 |
| PSK SS SPDR Ice Pref Sec ETF | Add +7.1% | 1.40% | +0.06 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +9.4% | 2.31% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.1% | 6.05% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| IUSV iShares Core S&P U.S. Value | New | 0.04% | +0.04 |
| PFG Principal Financial Group | New | 0.04% | +0.04 |
| IYW iShares Ustechnology ETF | New | 0.04% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +14.3% | 1.11% | +0.04 |
| DON Wisdomtree US Midcap Dividen | Add +4.6% | 1.15% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.9% | 1.02% | +0.02 |
| XLF SS Financial Select Sector | Add +4.6% | 2.72% | +0.02 |
| PFE Pfizer Inc. | Add +5.8% | 0.34% | +0.01 |
| ABBV Abbvie Inc. | Add +0.7% | 0.05% | +0.01 |
| XOM Exxon Mobil Corp. | Add +5.2% | 0.27% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +8.3% | 0.08% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +6.7% | 0.71% | +0.01 |
| CCI Crown Castle Inc. | Add +15.8% | 0.33% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +6.2% | 0.71% | +0.01 |
| CVX Chevron Corp. | Add +5.7% | 0.06% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.26% | +0.00 |
| XLI SS Industrial Select Sector | Add +2.4% | 2.30% | +0.00 |
| CWEN.A Clearway Energy Inc. Class A | Add +21.2% | 0.30% | +0.00 |
| UL Unilever PLC | Add +11.2% | 0.31% | +0.00 |
| NI Nisource Inc. | Add +0.7% | 0.05% | +0.00 |
| PRU Prudential Financial Inc. | Add +10.8% | 0.32% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.6% | 0.13% | +0.00 |
| BLV Vanguard Long-Term Bond ETF | Add +3.8% | 0.06% | −0.00 |
| MCD McDonald's Corp. | Add +0.5% | 0.04% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 0.07% | −0.00 |
| IBM Intl Business Machines Corp. | Add +11.1% | 0.37% | −0.00 |
| WMB Williams Cos Inc. | Add +0.8% | 0.04% | −0.00 |
| BND Vanguard Total Bond Market | Add +4.8% | 0.22% | −0.00 |
| NYF iShares New York Muni Bond E | Add +0.1% | 0.11% | −0.00 |
| UPS United Parcel Service Class B | Add +27.0% | 0.31% | −0.01 |
| T AT&T Inc. | Add +6.4% | 0.36% | −0.01 |
| CB Chubb Ltd. | Add +8.1% | 0.77% | −0.01 |
| SLF Sun Life Financial Inc. | Add +0.8% | 0.07% | −0.01 |
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 |