| |
|
|
| Name: |
Long Run Wealth Advisors LLC |
| City: |
Lake Placid |
| State: |
NY |
| Zip: |
12946 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SDY |
streetTRACKS Series Trust -... |
44 |
- |
$128.30 |
$1,957,000 |
14,911 |
0.52% |
94,000 |
0 |
0.009 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
64 |
- |
$405.92 |
$988,000 |
2,350 |
0.26% |
150,000 |
0 |
0 |
Property & Casualty I... |
|
|
AME |
Ametek Inc |
68 |
- |
$173.92 |
$841,000 |
4,596 |
0.22% |
83,000 |
0 |
0.002 |
Industrial Electrical... |
|
|
IVV |
iShares Core S&P 500 Etf |
70 |
- |
$543.67 |
$703,000 |
1,338 |
0.19% |
64,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
FISV |
Fiserv Inc |
72 |
- |
$148.26 |
$470,000 |
2,943 |
0.12% |
79,000 |
0 |
0 |
Business Software & S... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
74 |
- |
$78.70 |
$433,000 |
5,426 |
0.11% |
24,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
80 |
- |
$164.73 |
$327,000 |
1,929 |
0.09% |
23,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
ADP |
Automatic Data Processing Inc |
81 |
- |
$244.27 |
$299,000 |
1,198 |
0.08% |
20,000 |
0 |
0 |
Business Software & S... |
|
|
XOM |
Exxon Mobil Corp |
82 |
- |
$110.04 |
$289,000 |
2,489 |
0.08% |
40,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
NKE |
Nike Inc B |
83 |
- |
$94.18 |
$281,000 |
2,990 |
0.07% |
-44,000 |
0 |
0 |
Textile - Apparel Foo... |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
86 |
- |
$50.44 |
$261,000 |
5,150 |
0.07% |
-2,000 |
0 |
0 |
N/A |
|
|
ITOT |
iShares Core S&P Total US |
89 |
- |
$118.12 |
$233,000 |
2,019 |
0.06% |
21,000 |
0 |
0 |
Closed - End Fund - E... |
|
