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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Long-Run-Wealth-Advisors
Data Enrichment
72% identified73 identified29 unidentified
Holdings
102 positions • $441.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NISOURCE INC.(NIcusip65473P105) | 5.0K | YoY NEW(+5.0K) | All Managers (Combined) | $201.9K | 0.0% ($201.9K/$441.0M) | YoY NEW(+$201.9K) |
Emeren Group Ltd(SOLcusip75971T301) | 10.3K | QoQ 0.00% (-0)YoY NEW(+10.3K) | All Managers (Combined) | $16.2K | 0.0% ($16.2K/$441.0M) | YoY NEW(+$16.2K) |