Long Run Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Lake Placid, NY
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
109
Total value ($000)
$509,495
Net value change ($000)
+32,760 (6.9%)
New positions
8
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJH 6,672 329.0%
USIG 5,972 10.9%
FTCB 3,590 8.4%
XLK 2,536 9.0%
IEFA 2,242 7.8%
VYM 1,804 9.2%
EFV 1,581 10.3%
XLV 1,546 11.2%
LMBS 1,204 9.8%
BILS 1,022 9.5%
Top Reduces (Value $000, Stocks/ETFs)
AGG -5,874 -66.0%
NVDA -563 -5.6%
IXN -550 -14.1%
BIL -520 -7.6%
CSCO -480 -100.0%
GARMIN LTD -417 -63.6%
PG -338 -57.0%
MUB -290 -100.0%
MSFT -274 -3.8%
TT -201 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type