Long Run Wealth Advisors, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+21,192
(4.2%)
New positions
2
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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)
| IEFA | 2,406 | 7.8% |
| XLV | 2,105 | 13.7% |
| XLK | 1,921 | 6.3% |
| UL | 1,573 | NEW |
| EFV | 1,557 | 9.2% |
| FTCB | 1,169 | 2.5% |
| GOOGL | 1,113 | 25.9% |
| XLF | 1,073 | 7.7% |
| VYM | 1,043 | 4.9% |
| IEMG | 976 | 6.8% |
Top Reduces (Value $000, Stocks/ETFs)
| Unilever PLC | -1,575 | -100.0% |
| BILS | -1,360 | -11.5% |
| FISV | -385 | -100.0% |
| PANW | -335 | -8.4% |
| MSFT | -299 | -4.4% |
| GARMIN LTD | -239 | -100.0% |
| WMB | -208 | -100.0% |
| BIL | -162 | -2.5% |
| T | -148 | -8.1% |
| CCI | -95 | -5.7% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|