$286 Million is the total value of Long Run Wealth Advisors, LLC's 96 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KRE | New | SPDR SER TRs&p regl bkg | $1,615,000 | – | 23,461 | +100.0% | 0.56% | – |
MMM | New | 3M CO | $207,000 | – | 1,398 | +100.0% | 0.07% | – |
AZN | New | ASTRAZENECA PLCsponsored adr | $200,000 | – | 3,012 | +100.0% | 0.07% | – |
XOM | New | EXXON MOBIL CORP | $201,000 | – | 2,439 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | 8 | Q3 2023 | 11.2% |
SPDR TECHNOLOGY SELECT SECTOR FUND | 8 | Q3 2023 | 4.8% |
ISHARES TR CORE MSCI EAFE | 8 | Q3 2023 | 5.7% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 4.5% |
ISHARES TR EAFE VALUE ETF | 8 | Q3 2023 | 3.6% |
ISHARES TR CORE S&P SCP ETF | 8 | Q3 2023 | 3.4% |
SPDR HEALTH CARE SELECT | 8 | Q3 2023 | 3.3% |
SPDR FINANCIAL SELECT SECTOR FUND | 8 | Q3 2023 | 2.7% |
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | 8 | Q3 2023 | 3.0% |
ISHARES INCORPORATED CORE MSCI EMKT | 8 | Q3 2023 | 3.5% |
View Long Run Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-21 |
View Long Run Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.