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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Long Run Wealth Advisors, LLC

Quarter ended Q4 2024 · Filed January 27, 2025 · Accession 0001667731-25-000135

Total Value
$417.3M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288620991,721$49.9M11.95%
2FIRST TR EXCHNG TRADED FD VI33740F805904,759$38.9M9.32%
3ISHARES TR46432F842350,442$24.6M5.90%
4SELECT SECTOR SPDR TR81369Y80399,966$23.2M5.57%
5VANGUARD WHITEHALL FDS921946406125,454$16.0M3.84%
6ISHARES TR464288877245,482$12.9M3.09%
7SELECT SECTOR SPDR TR81369Y20990,568$12.5M2.99%
8ISHARES INC46434G103216,813$11.3M2.71%
9FIRST TR EXCHANGE-TRADED FD33739Q200225,768$11.0M2.63%
10ISHARES TR46428780487,258$10.1M2.41%
11SELECT SECTOR SPDR TR81369Y605196,386$9.5M2.27%
12NVIDIA CORPORATIONNVDA70,197$9.4M2.26%
13SELECT SECTOR SPDR TR81369Y70470,316$9.3M2.22%
14APPLE INCAAPL28,268$7.1M1.70%
15SELECT SECTOR SPDR TR81369Y85270,503$6.8M1.64%
16SELECT SECTOR SPDR TR81369Y50674,038$6.3M1.52%
17MICROSOFT CORPMSFT14,292$6.0M1.44%
18VANGUARD INDEX FDS92290836310,961$5.9M1.42%
19ISHARES TR46428722656,134$5.4M1.30%
20SPDR SER TR78464A292164,574$5.4M1.30%
21ISHARES TR46435G42539,653$5.1M1.22%
22JPMORGAN CHASE & CO.VYLD20,469$4.9M1.18%
23ISHARES TR46428729156,952$4.8M1.16%
24SPDR SER TR78468R52348,574$4.8M1.15%
25SELECT SECTOR SPDR TR81369Y30857,937$4.6M1.09%
26SPDR S&P 500 ETF TRSPY7,684$4.5M1.08%
27WISDOMTREE TRWT86,717$4.4M1.06%
28VANGUARD INDEX FDS92290876914,715$4.3M1.02%
29SPDR SER TR78468R66344,757$4.1M0.98%
30ISHARES TR46428880232,136$3.9M0.94%
31ALPHABET INCGOOG19,960$3.8M0.91%
32GENERAL MTRS CO37045V10069,754$3.7M0.89%
33SELECT SECTOR SPDR TR81369Y40716,471$3.7M0.89%
34MERCK & CO INCMRK36,765$3.7M0.88%
35ISHARES TR46435U54978,292$3.6M0.87%
36ISHARES TR46435G193159,877$3.6M0.87%
37AMAZON COM INCAMZN16,474$3.6M0.87%
38GSK PLCGLAXF106,278$3.6M0.86%
39BOSTON SCIENTIFIC CORPBSX39,719$3.5M0.85%
40TOLL BROTHERS INCTOL27,643$3.5M0.83%
41PALO ALTO NETWORKS INCPANW18,732$3.4M0.82%
42ISHARES TR46428753141,870$3.4M0.81%
43NXP SEMICONDUCTORS N VNXPI15,916$3.3M0.79%
44GARMIN LTDGRMN10,940$2.3M0.54%
45ISHARES TR46435G51627,133$2.1M0.50%
46SPDR SER TR78464A76314,364$1.9M0.45%
47ISHARES TR46428750730,290$1.9M0.45%
48CISCO SYS INCCSCO30,862$1.8M0.44%
49AT&T INCT-PC64,085$1.5M0.35%
50INVESCO QQQ TRIVZ2,789$1.4M0.34%
51MORGAN STANLEYMS-PQ11,143$1.4M0.34%
52PFIZER INCPFE52,001$1.4M0.33%
53INTERNATIONAL BUSINESS MACHSINTR6,213$1.4M0.33%
54BROADCOM INCAVGO5,729$1.3M0.32%
55HEWLETT PACKARD ENTERPRISE CHPE-PC59,532$1.3M0.30%
56CORNING INCGLW26,696$1.3M0.30%
57CROWN CASTLE INCCCI13,702$1.2M0.30%
58UNILEVER PLCUNLYF21,900$1.2M0.30%
59TEXAS INSTRS INC8825081046,579$1.2M0.30%
60VANGUARD BD INDEX FDS92193783516,916$1.2M0.29%
61CLEARWAY ENERGY INCCWEN-A49,266$1.2M0.29%
62ISHARES TR46434V87823,375$1.2M0.28%
63ISHARES TR4642885709,310$1.0M0.25%
64ISHARES TR46434V4645,300$1.0M0.25%
65BERKSHIRE HATHAWAY INC DELBRK-A2,259$1.0M0.25%
66ISHARES TR4642872001,582$931,2320.22%
67ISHARES TR46435U66319,307$811,8430.19%
68AMETEK INCAME4,336$781,6440.19%
69PROCTER AND GAMBLE CO7427181094,466$748,6550.18%
70PHILIP MORRIS INTL INC7181721095,138$618,3550.15%
71FISERV INCFISV2,926$601,0590.14%
72WALMART INCWMT6,128$553,6540.13%
73SALESFORCE INCCRM1,541$515,2030.12%
74VANGUARD STAR FDS9219097687,591$447,3500.11%
75ALTRIA GROUP INCMO8,464$442,5950.11%
76VISA INCV1,372$433,5400.10%
77ISHARES TR4642874655,502$416,0010.10%
78ISHARES INC46434G86312,322$411,4470.10%
79VANGUARD MUN BD FDS9229077467,148$358,3520.09%
80ISHARES TR4642871502,765$355,5960.09%
81EXXON MOBIL CORPXOM3,269$351,6080.08%
82INVESCO EXCHANGE TRADED FD TIVZ1,936$339,2440.08%
83HOME DEPOT INCHD856$332,9090.08%
84SUN LIFE FINANCIAL INC.SUNFF5,486$325,5390.08%
85AUTOMATIC DATA PROCESSING INADP1,099$321,7100.08%
86VANGUARD BD INDEX FDS9219377934,175$285,7150.07%
87FIDELITY COVINGTON TRUST3160928081,537$284,0770.07%
88ALPS ETF TR00162Q4525,150$248,0320.06%
89DISNEY WALT CO2546871062,204$245,4150.06%
90TESLA INCTSLA570$230,1890.06%
91NIKE INCNKE2,840$214,9220.05%
92MCDONALDS CORPMCD739$214,3400.05%
93VANGUARD WHITEHALL FDS9219467943,156$214,2080.05%
94COCA COLA COKO3,436$213,9300.05%
95NISOURCE INCNI5,735$210,8190.05%
96HANESBRANDS INC41034510215,560$126,6580.03%
97EMEREN GROUP LTD75971T30110,300$20,9090.01%
98ORIGIN MATERIALS INCORGNW10,350$13,2480.00%