Long-Run-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "T",
  "AVGO",
  "BSX",
  "CCI",
  null,
  "HD",
  "AZN",
  "MCD",
  "SOL",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "SLF",
  "MSFT",
  "MS",
  "NI",
  "IJR",
  null,
  null,
  null,
  "PANW",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "PRU",
  "PFE",
  "PG",
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "TXN",
  "UL",
  "UPS",
  null,
  null,
  null,
  null,
  "VYM",
  "TOL",
  "SDY",
  "FI",
  "AMZN",
  "PFG",
  "ESGD",
  null,
  null,
  null,
  null,
  "BLV",
  "VYMI",
  "VXUS",
  "BND",
  "VOO",
  "V",
  "WMT",
  "WFC",
  null,
  "GRMN",
  "NXPI",
  "CRM",
  null,
  null,
  "ESGU",
  null,
  "AME",
  "ADP",
  "BRK-B",
  "CVX",
  "CB",
  "CSCO",
  "CWEN-A",
  "KO",
  "GLW",
  "RSP",
  "EFA",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 102
Total Value: 441011621
Accession Number: 0001667731-25-000397
Form Type: 13F-HR
CIK: long-run-wealth-advisors
Manager Name: Long-Run-Wealth-Advisors

Data Enrichment

72% identified

73 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $441.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:11.6K

Value:$6.0M

% of Portfolio:1.4% ($6.0M/$441.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:21.8K

Value:$5.3M

% of Portfolio:1.2% ($5.3M/$441.0M)

97717W505

Shares:104.6K

Value:$5.2M

% of Portfolio:1.2% ($5.2M/$441.0M)

78468R663

Shares:56.3K

Value:$5.2M

% of Portfolio:1.2% ($5.2M/$441.0M)

81369Y308

Shares:59.5K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$441.0M)

46435G425

ESGU|46435G425

Shares:39.7K

Value:$4.8M

% of Portfolio:1.1% ($4.8M/$441.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.7K

Value:$4.3M

% of Portfolio:1.0% ($4.3M/$441.0M)

81369Y407

Shares:21.6K

Value:$4.3M

% of Portfolio:1.0% ($4.3M/$441.0M)

922908769

VTI|922908769

Shares:14.8K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$441.0M)

AMAZON COM INC

AMZN|023135106

Shares:20.3K

Value:$3.9M

% of Portfolio:0.9% ($3.9M/$441.0M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:37.2K

Value:$3.8M

% of Portfolio:0.9% ($3.8M/$441.0M)

Alphabet Inc.

GOOG|02079K107

Shares:23.8K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$441.0M)

Chubb Ltd

CB|H1467J104

Shares:12.3K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$441.0M)

464288802

Shares:32.1K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$441.0M)

Toll Brothers, Inc.

TOL|889478103

Shares:34.6K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$441.0M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:50.5K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$441.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:20.4K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$441.0M)

464287531

Shares:46.8K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$441.0M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:17.6K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$441.0M)

46435U549

Shares:69.7K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$441.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	11.6K	QoQ +6.24% (+685) YoY +6.55% (+716)	All Managers (Combined)	$6.0M	1.4% ($6.0M/$441.0M)	QoQ +1.34% (+$79.2K) YoY +13.91% (+$730.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	21.8K	QoQ +6.42% (+1.3K) YoY -21.88% (-6.1K)	All Managers (Combined)	$5.3M	1.2% ($5.3M/$441.0M)	QoQ +8.91% (+$437.3K) YoY -4.33% (-$242.1K)
(cusip97717W505)✕	104.6K	QoQ +20.60% (+17.9K) YoY +13.17% (+12.2K)	All Managers (Combined)	$5.2M	1.2% ($5.2M/$441.0M)	QoQ +17.17% (+$759.2K) YoY +14.91% (+$672.1K)
(cusip78468R663)✕	56.3K	QoQ +25.89% (+11.6K) YoY -11.15% (-7.1K)	All Managers (Combined)	$5.2M	1.2% ($5.2M/$441.0M)	QoQ +26.30% (+$1.1M) YoY -11.22% (-$653.5K)
(cusip81369Y308)✕	59.5K	QoQ +2.69% (+1.6K) YoY +283.66% (+44.0K)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$441.0M)	QoQ +6.69% (+$304.8K) YoY +310.33% (+$3.7M)
(ESGUcusip46435G425)	39.7K	QoQ +0.03% (-15) YoY -23.91% (-12.5K)	All Managers (Combined)	$4.8M	1.1% ($4.8M/$441.0M)	QoQ -5.32% (-$272.2K) YoY -19.31% (-$1.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.7K	QoQ +0.26% (-20) YoY -0.97% (-76)	All Managers (Combined)	$4.3M	1.0% ($4.3M/$441.0M)	QoQ -4.30% (-$193.9K) YoY +5.90% (-$240.2K)
(cusip81369Y407)✕	21.6K	QoQ +30.86% (+5.1K) YoY -60.32% (-32.8K)	All Managers (Combined)	$4.3M	1.0% ($4.3M/$441.0M)	QoQ +15.17% (+$560.8K) YoY -57.39% (-$5.7M)
(VTIcusip922908769)	14.8K	QoQ +0.54% (-80) YoY +267.12% (+10.8K)	All Managers (Combined)	$4.1M	0.9% ($4.1M/$441.0M)	QoQ -4.64% (-$198.3K) YoY +288.20% (+$3.0M)
AMAZON COM INC(AMZNcusip023135106)	20.3K	QoQ +23.12% (+3.8K) YoY NEW(+20.3K)	All Managers (Combined)	$3.9M	0.9% ($3.9M/$441.0M)	QoQ +6.77% (+$245.0K) YoY NEW(+$3.9M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	37.2K	QoQ -6.38% (-2.5K) YoY NEW(+37.2K)	All Managers (Combined)	$3.8M	0.9% ($3.8M/$441.0M)	QoQ +5.73% (-$203.3K) YoY NEW(+$3.8M)
Alphabet Inc.(GOOGcusip02079K107)	23.8K	QoQ +19.27% (-3.8K) YoY -3.20% (-788)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$441.0M)	QoQ -2.15% (-$81.8K) YoY -0.67% (-$25.4K)
Chubb Ltd(CBcusipH1467J104)	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$441.0M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
(cusip464288802)✕	32.1K	QoQ +0.02% (-8) YoY -22.34% (-9.2K)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$441.0M)	QoQ -5.50% (-$215.1K) YoY -18.28% (-$826.5K)
Toll Brothers, Inc.(TOLcusip889478103)	34.6K	QoQ +25.24% (+7.0K) YoY NEW(+34.6K)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$441.0M)	QoQ +4.99% (+$174.1K) YoY NEW(+$3.7M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	50.5K	QoQ NEW(+50.5K) YoY NEW(+50.5K)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$441.0M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
Palo Alto Networks Inc(PANWcusip697435105)	20.4K	QoQ +8.76% (+1.6K) YoY +78.46% (+9.0K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$441.0M)	QoQ +1.99% (+$68.0K) YoY +7.17% (+$232.8K)
(cusip464287531)✕	46.8K	QoQ +11.87% (+5.0K) YoY NEW(+46.8K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$441.0M)	QoQ +2.50% (+$84.3K) YoY NEW(+$3.5M)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	17.6K	QoQ +10.63% (+1.7K) YoY +21.95% (-3.2K)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$441.0M)	QoQ +1.16% (+$38.5K) YoY -6.44% (-$230.6K)
(cusip46435U549)✕	69.7K	QoQ -10.95% (-8.6K) YoY +77.42% (+30.4K)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$441.0M)	QoQ -8.96% (-$325.9K) YoY +79.01% (+$1.5M)