☆Long Run Wealth Advisors, LLC
Quality Q
0.675
AUM ($M)
531
Positions
106
Turnover
0.02
Top-10 wt
52%
Herfindahl
0.041
History (qtrs)
4
Excess Return
—
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Holdings · 111 positions · portfolio value $531M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆USIG funds › | ISHARES TR | ADD | — | 11.7% | -0.3% | 61.9 | 1,195,107 | +27,821 | 3 | — |
| ☆FTCB funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 8.9% | -0.1% | 47.4 | 2,231,568 | +63,259 | 3 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 6.3% | +0.2% | 33.3 | 371,738 | +18,404 | 3 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 6.1% | +0.1% | 32.6 | 226,428 | +117,587 | 3 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 4.2% | +0.0% | 22.4 | 156,215 | +4,548 | 3 | — |
| ☆EFV funds › | ISHARES TR | ADD | — | 3.5% | +0.2% | 18.4 | 258,023 | +9,341 | 3 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | ADD | — | 3.3% | +0.3% | 17.5 | 112,814 | +2,454 | 3 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 2.9% | +0.1% | 15.4 | 228,541 | +10,294 | 3 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 2.8% | +0.1% | 15.0 | 273,007 | +15,356 | 3 | — |
| ☆LMBS funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 2.6% | -0.0% | 14.0 | 279,354 | +8,668 | 3 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | ADD | — | 2.3% | +0.0% | 12.3 | 79,606 | +3,706 | 3 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 2.2% | -0.0% | 11.7 | 97,584 | +1,797 | 3 | — |
| ☆BILS funds › | SPDR SERIES TRUST | TRIM | — | 2.0% | -0.3% | 10.4 | 105,026 | -13,352 | 3 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.9% | +0.0% | 10.0 | 53,549 | +2,432 | 3 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | ADD | — | 1.7% | +0.0% | 9.2 | 78,137 | +4,155 | 3 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 1.7% | -0.0% | 9.0 | 136,294 | +2,979 | 3 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 1.5% | +0.0% | 7.9 | 175,967 | +93,001 | 3 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.4% | +0.0% | 7.7 | 28,220 | -9 | 3 | — |
| ☆PSK funds › | SPDR SERIES TRUST | ADD | — | 1.4% | -0.0% | 7.3 | 229,950 | +14,622 | 3 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 1.3% | -0.0% | 7.1 | 11,272 | +119 | 3 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.2% | -0.1% | 6.6 | 13,557 | +321 | 3 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 1.2% | -0.1% | 6.2 | 67,854 | -1,483 | 3 | — |
| ☆DON funds › | WISDOMTREE TR | ADD | — | 1.1% | -0.0% | 6.0 | 115,814 | +3,978 | 3 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | ADD | — | 1.1% | +0.0% | 5.9 | 76,017 | +4,078 | 3 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO. | ADD | — | 1.1% | +0.0% | 5.9 | 18,175 | +567 | 3 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.0% | +0.2% | 5.4 | 17,247 | -404 | 3 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | ADD | — | 1.0% | -0.0% | 5.3 | 7,786 | +16 | 3 | — |
| ☆ESGU funds › | ISHARES TR | ADD | — | 1.0% | -0.0% | 5.2 | 35,182 | +16 | 3 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | ADD | — | 1.0% | +0.0% | 5.2 | 43,722 | +22,947 | 3 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.9% | +0.0% | 4.8 | 14,199 | +309 | 3 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.9% | +0.0% | 4.6 | 19,883 | +102 | 3 | — |
| ☆WFC funds › | WELLS FARGO CO NEW | ADD | — | 0.8% | +0.1% | 4.3 | 46,407 | +383 | 3 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.8% | +0.0% | 4.3 | 13,791 | -60 | 3 | — |
| ☆SUSA funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 4.0 | 28,940 | -6 | 3 | — |
| ☆TOL funds › | TOLL BROTHERS INC | ADD | — | 0.7% | -0.0% | 3.9 | 28,877 | +416 | 3 | — |
| ☆IDGT funds › | ISHARES TR | ADD | — | 0.7% | -0.0% | 3.9 | 45,769 | +747 | 3 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | ADD | — | 0.7% | -0.0% | 3.9 | 17,757 | +704 | 3 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | ADD | — | 0.7% | -0.0% | 3.8 | 40,224 | +605 | 3 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 0.7% | -0.1% | 3.7 | 19,926 | +258 | 3 | — |
| ☆SUSC funds › | ISHARES TR | ADD | — | 0.7% | -0.0% | 3.7 | 156,770 | +3,030 | 3 | — |
| ☆EAGG funds › | ISHARES TR | ADD | — | 0.7% | -0.0% | 3.7 | 76,527 | +1,190 | 3 | — |
| ☆IXN funds › | ISHARES TR | ADD | — | 0.7% | +0.0% | 3.6 | 34,280 | +1,817 | 3 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.6% | -0.0% | 3.1 | 30,850 | +653 | 3 | — |
| ☆ESGD funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 2.1 | 22,456 | +465 | 3 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 0.4% | +0.0% | 2.1 | 11,597 | +428 | 3 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.4% | +0.0% | 2.1 | 5,937 | +151 | 3 | — |
| ☆SDY funds › | SPDR SERIES TRUST | ADD | — | 0.4% | -0.0% | 2.0 | 14,212 | +102 | 3 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.4% | +0.0% | 2.0 | 6,666 | -33 | 3 | — |
| ☆UPS funds › | UNITED PARCEL SERVICE INC | TRIM | — | 0.4% | +0.0% | 1.9 | 18,856 | -88 | 3 | — |
| ☆PRU funds › | PRUDENTIAL FINL INC | ADD | — | 0.3% | +0.0% | 1.8 | 15,940 | +199 | 3 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 0.3% | +0.0% | 1.8 | 20,325 | -77 | 3 | — |
| ☆CUSIP:18539C105 funds › | CLEARWAY ENERGY INC | TRIM | — | 0.3% | +0.0% | 1.7 | 55,138 | -834 | 3 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.3% | -0.0% | 1.7 | 69,160 | +764 | 3 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.3% | -0.0% | 1.7 | 67,675 | +2,894 | 3 | — |
| ☆HPE funds › | HEWLETT PACKARD ENTERPRISE C | ADD | — | 0.3% | -0.0% | 1.7 | 69,810 | +1,804 | 3 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.3% | -0.0% | 1.6 | 2,633 | +9 | 3 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.3% | -0.0% | 1.6 | 9,265 | +432 | 3 | — |
| ☆CCI funds › | CROWN CASTLE INC | ADD | — | 0.3% | -0.0% | 1.6 | 17,723 | +412 | 3 | — |
| ☆UL funds › | UNILEVER PLC | NEW | — | 0.3% | +0.3% | 1.6 | 24,048 | +24,048 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.3% | +0.0% | 1.5 | 12,284 | +143 | 3 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 1.4 | 1,971 | -8 | 3 | — |
| ☆ICSH funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 1.3 | 24,882 | +1,155 | 3 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.2% | -0.0% | 1.2 | 2,381 | -1 | 3 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 1.1 | 15,509 | +208 | 3 | — |
| ☆DSI funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.1 | 8,322 | +47 | 3 | — |
| ☆CRBN funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.0 | 4,553 | +13 | 3 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.2% | +0.1% | 1.0 | 6,214 | +1,990 | 3 | — |
| ☆AME funds › | AMETEK INC | TRIM | — | 0.2% | +0.0% | 0.8 | 4,112 | -95 | 3 | — |
| ☆ESML funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.8 | 18,262 | +179 | 3 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.1% | +0.0% | 0.8 | 10,326 | +1,544 | 3 | — |
| ☆GOVT funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.7 | 30,797 | +8,932 | 2 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.1% | +0.0% | 0.7 | 6,316 | -191 | 3 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 6,150 | +552 | 3 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.1% | -0.0% | 0.6 | 1,660 | -29 | 3 | — |
| ☆NYF funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.6 | 10,559 | +23 | 3 | — |
| ☆BE funds › | BLOOM ENERGY CORP | TRIM | — | 0.1% | -0.0% | 0.5 | 6,298 | -100 | 2 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.5 | 3,384 | +552 | 3 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,054 | +346 | 3 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.5 | 426 | +145 | 3 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.1% | -0.0% | 0.4 | 7,484 | +112 | 2 | — |
| ☆ESGE funds › | ISHARES INC | ADD | — | 0.1% | -0.0% | 0.4 | 9,627 | +164 | 3 | — |
| ☆TQQQ funds › | PROSHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 7,708 | +3,534 | 3 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,468 | +36 | 3 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.1% | -0.0% | 0.4 | 1,969 | +7 | 3 | — |
| ☆SLF funds › | SUN LIFE FINANCIAL INC. | ADD | — | 0.1% | +0.0% | 0.4 | 5,627 | +25 | 3 | — |
| ☆CVX funds › | CHEVRON CORP NEW | ADD | — | 0.1% | +0.0% | 0.3 | 2,277 | +222 | 3 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.1% | -0.0% | 0.3 | 1,459 | +37 | 3 | — |
| ☆BLV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 4,665 | +72 | 3 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.1% | -0.0% | 0.3 | 4,321 | -196 | 3 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 0.3 | 954 | +6 | 3 | — |
| ☆CUSIP:046353108 funds › | ASTRAZENECA PLC | TRIM | — | 0.1% | +0.0% | 0.3 | 3,240 | -135 | 3 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 422 | -11 | 3 | — |
| ☆NI funds › | NISOURCE INC | ADD | — | 0.1% | -0.0% | 0.3 | 6,480 | +42 | 3 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.1% | +0.0% | 0.3 | 2,951 | +79 | 3 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.0% | -0.0% | 0.3 | 1,153 | +7 | 3 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.0% | +0.0% | 0.3 | 2,226 | -39 | 2 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.0% | -0.0% | 0.2 | 777 | +1 | 2 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.0% | -0.0% | 0.2 | 658 | -26 | 3 | — |
| ☆PG funds › | PROCTER AND GAMBLE CO | TRIM | — | 0.0% | -0.0% | 0.2 | 1,532 | -129 | 3 | — |
| ☆PFG funds › | PRINCIPAL FINANCIAL GROUP IN | ADD | — | 0.0% | +0.0% | 0.2 | 2,488 | +22 | 2 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 0.0% | +0.0% | 0.2 | 2,977 | +2,977 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 713 | -31 | 3 | — |
| ☆IUSV funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.2 | 2,084 | +11 | 2 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.0% | -0.0% | 0.2 | 806 | -2 | 3 | — |
| ☆IYW funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.2 | 1,037 | +0 | 2 | — |
| ☆CUSIP:68622D106 funds › | ORIGIN MATERIALS INC | TRIM | — | 0.0% | -0.0% | 0.0 | 10,000 | -350 | 3 | — |
| ☆CUSIP:75971T301 funds › | EMEREN GROUP LTD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,300 | 0 | — |
| ☆CUSIP:904767704 funds › | UNILEVER PLC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -26,572 | 0 | — |
| ☆FISV funds › | FISERV INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,989 | 0 | — |
| ☆WMB funds › | WILLIAMS COS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,278 | 0 | — |
| ☆GRMN funds › | GARMIN LTD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -972 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 531 | 106 | 0.02 | 52% | 0.041 | 0.637 | — | in |
| 2025Q3 | 509 | 109 | 0.03 | 52% | 0.041 | 0.608 | — | in |
| 2025Q2 | 477 | 105 | 0.12 | 51% | 0.040 | 0.451 | — | entered |
| 2025Q1 | 441 | 102 | 0.00 | 51% | 0.040 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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