Long Run Wealth Advisors, LLC - Portfolio overview

Long Run Wealth Advisors, LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-02-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USIG - ISHARES TR, 11.64%
2. FTCB - FIRST TR EXCHANGE-TRADED FD, 8.91%
3. IEFA - ISHARES TR, 6.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.