Long Run Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$425M
Signature - Title
Lynn M Magnus - CCO
Location
Lake Placid, NY
Summary
This page shows a list of all the recent 13F filings made by Long Run Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Long Run Wealth Advisors, LLC reported 104 stock holdings with total value $425M as of Q3 2024. Top holdings included USIG, FIXD, IEFA, XLK, and VYM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 104 $425M +$37.9M -$26.5M +$11.5M USIG, FIXD, IEFA, XLK, VYM 13F-HR 10/30/2024, 04:13 PM
Q2 2024 101 $395M +$49.2M -$27.4M +$21.8M USIG, FIXD, XLK, IEFA, VYM 13F-HR 7/19/2024, 04:27 PM
Q1 2024 95 $380M +$17.9M -$3.06M +$14.9M USIG, FIXD, IEFA, XLK, VYM 13F-HR 4/24/2024, 05:36 PM
Q4 2023 93 $346M +$18.4M -$8.06M +$10.3M USIG, FIXD, IEFA, XLK, VYM 13F-HR 1/10/2024, 03:31 PM
Q3 2023 82 $308M +$19.5M -$12.9M +$6.62M USIG, FIXD, IEFA, XLK, VYM 13F-HR 10/10/2023, 04:17 PM
Q2 2023 96 $313M +$63.3M -$54.7M +$8.62M USIG, FIXD, IEFA, XLK, VYM 13F-HR 7/17/2023, 04:44 PM
Q1 2023 93 $294M +$28.6M -$26.3M +$2.29M VTIP, IEFA, FTSM, USIG, VYM 13F-HR 4/21/2023, 02:59 PM
Q4 2022 94 $278M +$14.2M -$5.61M +$8.59M VTIP, FTSM, USIG, VYM, XLK 13F-HR 1/26/2023, 02:52 PM
Q3 2022 94 $252M +$51M -$41M +$9.97M VTIP, FTSM, USIG, VYM, XLK 13F-HR 11/9/2022, 01:04 PM
Q2 2022 90 $258M +$9.51M -$4.35M +$5.16M FTSM, VTIP, QLTA, XLK, VYM 13F-HR 7/19/2022, 02:19 PM
Q1 2022 96 $286M +$27.5M -$16.3M +$11.2M FTSM, VTIP, QLTA, XLK, VYM 13F-HR 4/27/2022, 05:17 PM
Q4 2021 98 $288M $0 $0 FTSM, VTIP, QLTA, XLK, VYM 13F-HR 1/21/2022, 04:28 PM