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

102 positions • $441.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435G193

Shares:143.1K

Value:$3.3M

% of Portfolio:0.7% ($3.3M/$441.0M)

464287291

Shares:42.1K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$441.0M)

78464A763

Shares:14.5K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$441.0M)

464287507

Shares:32.6K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$441.0M)

46435G516

Shares:22.9K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$441.0M)

AT&T INC.

Shares:62.4K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$441.0M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:6.6K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$441.0M)

EXXON MOBIL CORP

Shares:13.4K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$441.0M)

MORGAN STANLEY

Shares:13.3K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$441.0M)

PRUDENTIAL FINANCIAL INC

Shares:13.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$441.0M)

TEXAS INSTRUMENTS INC

Shares:8.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$441.0M)

PFIZER INC

Shares:58.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$441.0M)

CROWN CASTLE INC.

Shares:14.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$441.0M)

UNILEVER PLC

Shares:24.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$441.0M)

Clearway Energy, Inc.

CWEN-A|18539C105

Shares:49.0K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$441.0M)

46434V878

Shares:27.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$441.0M)

Broadcom Inc.

Shares:8.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$441.0M)

CORNING INC /NY

Shares:30.0K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$441.0M)

Hewlett Packard Enterprise Co

Shares:88.9K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$441.0M)

UNITED PARCEL SERVICE INC

Shares:12.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$441.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G193)✕	143.1K	QoQ -10.52% (-16.8K) YoY +77.82% (+62.6K)	All Managers (Combined)	$3.3M	0.7% ($3.3M/$441.0M)	QoQ -9.18% (-$333.7K) YoY +78.36% (+$1.4M)
(cusip464287291)✕	42.1K	QoQ -25.99% (-14.8K) YoY -25.86% (-14.7K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$441.0M)	QoQ -33.85% (-$1.6M) YoY -24.94% (-$1.1M)
(SDYcusip78464A763)	14.5K	QoQ +0.61% (+88) YoY -3.07% (-459)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$441.0M)	QoQ +3.33% (+$63.3K) YoY +0.19% (-$3.9K)
(IJHcusip464287507)	32.6K	QoQ +7.65% (+2.3K) YoY +43.17% (+9.8K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$441.0M)	QoQ +0.80% (+$15.3K) YoY +37.53% (+$519.3K)
(ESGDcusip46435G516)	22.9K	QoQ -15.47% (-4.2K) YoY -17.74% (-4.9K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$441.0M)	QoQ -9.31% (-$192.4K) YoY -15.90% (-$354.4K)
AT&T INC.(Tcusip00206R102)	62.4K	QoQ -2.61% (-1.7K) YoY -12.86% (-9.2K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$441.0M)	QoQ +20.95% (-$305.7K) YoY +40.00% (-$504.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	6.6K	QoQ +6.59% (+410) YoY -15.93% (-1.3K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$441.0M)	QoQ +20.57% (+$281.1K) YoY +9.46% (-$142.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	13.4K	QoQ +310.55% (+10.2K) YoY +439.21% (+10.9K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$441.0M)	QoQ +353.95% (+$1.2M) YoY +451.68% (+$1.3M)
MORGAN STANLEY(MScusip617446448)	13.3K	QoQ +19.79% (+2.2K) YoY -2.29% (-313)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$441.0M)	QoQ +11.17% (+$156.5K) YoY +21.06% (-$271.0K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$441.0M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	8.2K	QoQ +25.15% (+1.7K) YoY NEW(+8.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$441.0M)	QoQ +19.93% (+$246.0K) YoY NEW(+$1.5M)
PFIZER INC(PFEcusip717081103)	58.2K	QoQ +11.99% (+6.2K) YoY +57.85% (+21.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$441.0M)	QoQ +6.96% (+$96.1K) YoY +44.14% (+$451.9K)
CROWN CASTLE INC.(CCIcusip22822V101)	14.0K	QoQ +2.40% (+330) YoY +58.53% (+5.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$441.0M)	QoQ +17.60% (+$219.0K) YoY +56.13% (+$525.8K)
UNILEVER PLC(ULcusip904767704)	24.6K	QoQ +12.11% (+2.7K) YoY +14.39% (+3.1K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$441.0M)	QoQ +17.75% (+$220.5K) YoY +35.72% (+$384.9K)
Clearway Energy, Inc.(CWEN-Acusip18539C105)	49.0K	QoQ -0.49% (-242) YoY +17.76% (+7.4K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$441.0M)	QoQ +15.82% (-$190.7K) YoY +55.82% (+$499.8K)
(cusip46434V878)✕	27.4K	QoQ +17.20% (+4.0K) YoY -64.53% (-49.9K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$441.0M)	QoQ +17.83% (+$210.2K) YoY -64.43% (-$2.5M)
Broadcom Inc.(AVGOcusip11135F101)	8.2K	QoQ +43.53% (+2.5K) YoY +616.91% (-7.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$441.0M)	QoQ +3.66% (+$48.7K) YoY -9.40% (-$142.9K)
CORNING INC /NY(GLWcusip219350105)	30.0K	QoQ +12.43% (+3.3K) YoY -9.99% (-3.3K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$441.0M)	QoQ +8.32% (+$105.5K) YoY +25.01% (-$274.9K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	88.9K	QoQ +49.38% (+29.4K) YoY +37.23% (+24.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$441.0M)	QoQ +7.96% (+$101.2K) YoY +19.43% (+$223.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$441.0M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)