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| Name: |
Long Run Wealth Advisors LLC |
| City: |
Lake Placid |
| State: |
NY |
| Zip: |
12946 |
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data |
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Filing Period: |
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| Holdings
Found :
21 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ESGU |
Ishares Msci Usa Esg Optimized |
16 |
- |
$0.00 |
$5,993,000 |
52,135 |
1.58% |
331,000 |
-1,833 |
0.003 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
19 |
- |
$202.63 |
$5,586,000 |
27,888 |
1.47% |
826,000 |
-97 |
0.001 |
Domestic Money Center... |
|
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KLD |
iShares KLD Select Social I... |
23 |
- |
$109.25 |
$4,519,000 |
41,393 |
1.19% |
228,000 |
-1,302 |
0.046 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
26 |
- |
$527.37 |
$4,069,000 |
7,780 |
1.07% |
290,000 |
-171 |
0 |
Closed - End Fund - E... |
|
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ICSH |
Ishares Ultra Short Term Bo... |
28 |
- |
$0.00 |
$3,906,000 |
77,247 |
1.03% |
-1,254,000 |
-25,217 |
0.009 |
N/A |
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SUSB |
Ishares Esg 1 To 5 Year Usd... |
39 |
- |
$0.00 |
$2,421,000 |
98,889 |
0.64% |
-59,000 |
-2,430 |
0.258 |
N/A |
|
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ESGD |
Ishares Trust Ishares Msci ... |
41 |
- |
$81.38 |
$2,228,000 |
27,880 |
0.59% |
86,000 |
-475 |
0.003 |
N/A |
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SUSC |
Ishares Esg Usd Corporate Bond |
46 |
- |
$0.00 |
$1,849,000 |
80,447 |
0.49% |
-122,000 |
-4,245 |
0 |
N/A |
|
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EAGG |
Ishares Esg Us Aggregate Bo... |
45 |
- |
$46.36 |
$1,849,000 |
39,291 |
0.49% |
-75,000 |
-1,007 |
0.107 |
N/A |
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AVGO |
Broadcom Limited |
49 |
- |
$1,328.55 |
$1,520,000 |
1,147 |
0.4% |
233,000 |
-6 |
0 |
Semiconductor- Broad... |
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T |
AT&T Corp |
54 |
- |
$18.22 |
$1,261,000 |
71,624 |
0.33% |
-50,000 |
-6,507 |
0.001 |
Long Distance Carriers |
|
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QQQ |
Invesco QQQ Trust Series I |
55 |
- |
$450.71 |
$1,235,000 |
2,781 |
0.33% |
94,000 |
-6 |
0.001 |
Closed - End Fund - Debt |
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CRBN |
Ishares Msci Acwi Low Carbo... |
57 |
- |
$0.00 |
$1,176,000 |
6,551 |
0.31% |
62,000 |
-182 |
0.017 |
N/A |
|
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ESML |
iShares MSCI USA Sml-Cp ESG... |
66 |
- |
$0.00 |
$912,000 |
22,655 |
0.24% |
33,000 |
-481 |
0.025 |
N/A |
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PG |
Procter & Gamble Co |
69 |
- |
$164.54 |
$719,000 |
4,433 |
0.19% |
66,000 |
-22 |
0 |
Cleaning Products |
|
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BSV |
Vanguard Short-Term Bond |
71 |
- |
$76.42 |
$594,000 |
7,750 |
0.16% |
-238,000 |
-3,050 |
0.001 |
Closed - End Fund - E... |
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ESGE |
IShares MSCI EM ESG ETF |
76 |
- |
$32.74 |
$420,000 |
13,045 |
0.11% |
-2,000 |
-115 |
0.008 |
N/A |
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HD |
Home Depot Inc |
77 |
- |
$334.87 |
$383,000 |
998 |
0.1% |
31,000 |
-17 |
0 |
Home Improvement Stores |
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ABBV |
Abbvie Inc. |
79 |
- |
$161.24 |
$360,000 |
1,977 |
0.09% |
23,000 |
-200 |
0 |
Drug Manufacturers - ... |
|
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DVN |
Devon Energy Corp |
84 |
- |
$49.08 |
$271,000 |
5,406 |
0.07% |
13,000 |
-286 |
0.001 |
Independent Oil & Gas |
|
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FTEC |
Fidelity Msci Information T... |
87 |
- |
$158.70 |
$238,000 |
1,530 |
0.06% |
18,000 |
-3 |
0.003 |
N/A |
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