Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Long Run Wealth Advisors, Llc > Profile

Instuitional Investor - Long Run Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Long Run Wealth Advisors, Llc
Portfolio Value $509,495,009
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - USD INV GRDE ETF
 1,167,286 $60,955,674 11.96%
2.
First Tr Exchange-Traded Fd
 2,168,309 $46,206,665 9.07%
3.
Ishares Trust
 VLUE 353,334 $30,849,620 6.05%
4.
Sector Spdr Trust
 XLB 217,682 $30,677,935 6.02%
5.
Vanguard Whitehall Funds
 151,667 $21,377,474 4.2%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.