$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Exit | ISHARES TR CORE S&P TTL STKcore s&p ttl stk | $0 | – | -2,022 | -100.0% | -0.08% | – |
| IWB | Exit | ISHARES TR RUS 1000 ETFrus 1000 etf | $0 | – | -1,055 | -100.0% | -0.10% | – |
| TIP | Exit | ISHARES TR TIPS BD ETFtips bd etf | $0 | – | -2,260 | -100.0% | -0.10% | – |
| NEE | Exit | NEXTERA ENERGY INCORPORATED | $0 | – | -3,167 | -100.0% | -0.10% | – |
| CONE | Exit | CYRUSONE INCORPORATED REIT | $0 | – | -12,872 | -100.0% | -0.40% | – |
| XYL | Exit | XYLEM INCORPORATED | $0 | – | -16,605 | -100.0% | -0.70% | – |
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.