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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46434G863

Shares:10.8K

Value:$377.5K

% of Portfolio:0.1% ($377.5K/$441.0M)

46137V357

RSP|46137V357

Shares:1.9K

Value:$337.0K

% of Portfolio:0.1% ($337.0K/$441.0M)

464287150

ITOT|464287150

Shares:2.7K

Value:$323.9K

% of Portfolio:0.1% ($323.9K/$441.0M)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:5.5K

Value:$315.4K

% of Portfolio:0.1% ($315.4K/$441.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.0K

Value:$307.0K

% of Portfolio:0.1% ($307.0K/$441.0M)

HOME DEPOT, INC.

HD|437076102

Shares:833

Value:$305.1K

% of Portfolio:0.1% ($305.1K/$441.0M)

CHEVRON CORP

CVX|166764100

Shares:1.8K

Value:$302.3K

% of Portfolio:0.1% ($302.3K/$441.0M)

921937793

BLV|921937793

Shares:4.2K

Value:$297.6K

% of Portfolio:0.1% ($297.6K/$441.0M)

00162Q452

Shares:5.2K

Value:$271.6K

% of Portfolio:0.1% ($271.6K/$441.0M)

COCA COLA CO

KO|191216100

Shares:3.6K

Value:$256.2K

% of Portfolio:0.1% ($256.2K/$441.0M)

ASTRAZENECA PLC

AZN|046353108

Shares:3.4K

Value:$246.7K

% of Portfolio:0.1% ($246.7K/$441.0M)

MCDONALDS CORP

MCD|580135101

Shares:778

Value:$242.9K

% of Portfolio:0.1% ($242.9K/$441.0M)

Walt Disney Co

DIS|254687106

Shares:2.4K

Value:$236.9K

% of Portfolio:0.1% ($236.9K/$441.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$236.3K

% of Portfolio:0.1% ($236.3K/$441.0M)

ELI LILLY & Co

LLY|532457108

Shares:280

Value:$231.6K

% of Portfolio:0.1% ($231.6K/$441.0M)

316092808

Shares:1.4K

Value:$231.1K

% of Portfolio:0.1% ($231.1K/$441.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:413

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$441.0M)

Tesla, Inc.

TSLA|88160R101

Shares:832

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$441.0M)

921946794

VYMI|921946794

Shares:2.9K

Value:$214.4K

% of Portfolio:0.0% ($214.4K/$441.0M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:2.4K

Value:$204.1K

% of Portfolio:0.0% ($204.1K/$441.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434G863)✕	10.8K	QoQ -12.35% (-1.5K) YoY -17.20% (-2.2K)	All Managers (Combined)	$377.5K	0.1% ($377.5K/$441.0M)	QoQ -8.26% (-$34.0K) YoY -10.22% (-$43.0K)
(RSPcusip46137V357)	1.9K	QoQ +0.46% (-9) YoY +0.82% (+16)	All Managers (Combined)	$337.0K	0.1% ($337.0K/$441.0M)	QoQ -0.67% (-$2.3K) YoY +3.13% (+$10.3K)
(ITOTcusip464287150)	2.7K	QoQ -4.01% (-111) YoY +31.45% (+635)	All Managers (Combined)	$323.9K	0.1% ($323.9K/$441.0M)	QoQ -8.92% (-$31.7K) YoY +39.12% (+$91.1K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	5.5K	QoQ +0.41% (-23) YoY NEW(+5.5K)	All Managers (Combined)	$315.4K	0.1% ($315.4K/$441.0M)	QoQ -3.10% (-$10.1K) YoY NEW(+$315.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.0K	QoQ -8.55% (-94) YoY -16.11% (-193)	All Managers (Combined)	$307.0K	0.1% ($307.0K/$441.0M)	QoQ -4.56% (-$14.7K) YoY +2.62% (-$7.8K)
HOME DEPOT, INC.(HDcusip437076102)	833	QoQ -2.68% (-23) YoY -16.53% (-165)	All Managers (Combined)	$305.1K	0.1% ($305.1K/$441.0M)	QoQ -8.34% (-$27.8K) YoY -20.29% (-$77.7K)
CHEVRON CORP(CVXcusip166764100)	1.8K	QoQ NEW(+1.8K) YoY -34.62% (-957)	All Managers (Combined)	$302.3K	0.1% ($302.3K/$441.0M)	QoQ NEW(+$302.3K) YoY -30.65% (-$133.6K)
(BLVcusip921937793)	4.2K	QoQ +1.19% (+50) YoY +41.73% (+1.2K)	All Managers (Combined)	$297.6K	0.1% ($297.6K/$441.0M)	QoQ +4.14% (+$11.8K) YoY +38.00% (+$81.9K)
(cusip00162Q452)✕	5.2K	QoQ +1.55% (+80) YoY +6.73% (+330)	All Managers (Combined)	$271.6K	0.1% ($271.6K/$441.0M)	QoQ +9.52% (+$23.6K) YoY +16.81% (+$39.1K)
COCA COLA CO(KOcusip191216100)	3.6K	QoQ +4.10% (+141) YoY -0.80% (-29)	All Managers (Combined)	$256.2K	0.1% ($256.2K/$441.0M)	QoQ +19.75% (+$42.3K) YoY +16.12% (-$35.6K)
ASTRAZENECA PLC(AZNcusip046353108)	3.4K	QoQ NEW(+3.4K) YoY +10.46% (+318)	All Managers (Combined)	$246.7K	0.1% ($246.7K/$441.0M)	QoQ NEW(+$246.7K) YoY +19.84% (+$40.8K)
MCDONALDS CORP(MCDcusip580135101)	778	QoQ +5.27% (+39) YoY NEW(+778)	All Managers (Combined)	$242.9K	0.1% ($242.9K/$441.0M)	QoQ +13.34% (+$28.6K) YoY NEW(+$242.9K)
Walt Disney Co(DIScusip254687106)	2.4K	QoQ +8.89% (-196) YoY +8.89% (-196)	All Managers (Combined)	$236.9K	0.1% ($236.9K/$441.0M)	QoQ -3.47% (-$8.5K) YoY -12.15% (-$32.8K)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ NEW(+1.1K) YoY -42.94% (-849)	All Managers (Combined)	$236.3K	0.1% ($236.3K/$441.0M)	QoQ NEW(+$236.3K) YoY -34.35% (-$123.7K)
ELI LILLY & Co(LLYcusip532457108)	280	QoQ NEW(+280) YoY NEW(+280)	All Managers (Combined)	$231.6K	0.1% ($231.6K/$441.0M)	QoQ NEW(+$231.6K) YoY NEW(+$231.6K)
(cusip316092808)✕	1.4K	QoQ -6.76% (-104) YoY -6.33% (-97)	All Managers (Combined)	$231.1K	0.1% ($231.1K/$441.0M)	QoQ -18.66% (-$53.0K) YoY -3.10% (-$7.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	413	QoQ NEW(+413) YoY NEW(+413)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$441.0M)	QoQ NEW(+$216.3K) YoY NEW(+$216.3K)
Tesla, Inc.(TSLAcusip88160R101)	832	QoQ +45.96% (-262) YoY NEW(+832)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$441.0M)	QoQ -6.32% (-$14.6K) YoY NEW(+$215.6K)
(VYMIcusip921946794)	2.9K	QoQ -7.82% (-247) YoY NEW(+2.9K)	All Managers (Combined)	$214.4K	0.0% ($214.4K/$441.0M)	QoQ +0.06% (-$149) YoY NEW(+$214.4K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$204.1K	0.0% ($204.1K/$441.0M)	QoQ NEW(+$204.1K) YoY NEW(+$204.1K)