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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 Q1 2023 · Filed January 26, 2023 · Accession 0001903296-23-000001

Total Value
$278.0M
Positions
94
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (94)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD MALVERN FDS922020805512,441$23.9M8.61%
2FIRST TR EXCHANGE-TRADED FD33739Q408254,878$15.1M5.45%
3ISHARES TR464288620253,421$12.4M4.48%
4VANGUARD WHITEHALL FDS921946406114,706$12.4M4.47%
5SELECT SECTOR SPDR TR81369Y80387,694$10.9M3.93%
6ISHARES TR464288877218,566$10.0M3.61%
7ISHARES TR46432F842154,576$9.5M3.43%
8ISHARES TR46428780499,020$9.4M3.37%
9SELECT SECTOR SPDR TR81369Y20968,274$9.3M3.34%
10ISHARES TR464287457111,565$9.1M3.26%
11ISHARES TR464287663115,457$8.2M2.93%
12SELECT SECTOR SPDR TR81369Y605217,384$7.4M2.67%
13SPDR SER TR78464A292165,411$5.4M1.95%
14ISHARES TR46435G42562,882$5.3M1.92%
15ISHARES TR46434V878102,348$5.1M1.84%
16SELECT SECTOR SPDR TR81369Y50655,675$4.9M1.75%
17VANGUARD INDEX FDS92290836312,841$4.5M1.62%
18ISHARES INC46434G10392,686$4.3M1.56%
19APPLE INCAAPL32,488$4.2M1.52%
20SELECT SECTOR SPDR TR81369Y40732,666$4.2M1.52%
21JPMORGAN CHASE & COVYLD30,121$4.0M1.45%
22SELECT SECTOR SPDR TR81369Y70439,211$3.9M1.39%
23MICROSOFT CORPMSFT15,966$3.8M1.38%
24ISHARES TR46428880244,747$3.7M1.33%
25SELECT SECTOR SPDR TR81369Y85274,512$3.6M1.29%
26ISHARES TR46435G193145,381$3.2M1.17%
27ISHARES TR464288224161,400$3.2M1.15%
28WISDOMTREE TRWT74,408$3.1M1.10%
29SPDR S&P 500 ETF TRSPY7,895$3.0M1.09%
30NVIDIA CORPORATIONNVDA20,656$3.0M1.09%
31SPDR SER TR78464A76321,521$2.7M0.97%
32MERCK & CO INCMRK23,473$2.6M0.94%
33MAXIMUS INCMMS33,299$2.4M0.88%
34CVS HEALTH CORPCVS23,049$2.1M0.77%
35ISHARES TR46435G51631,818$2.1M0.75%
36TARGET CORPTGT14,034$2.1M0.75%
37SPDR SER TR78464A69835,549$2.1M0.75%
38ISHARES TR46435U54940,538$1.9M0.68%
39ALPHABET INCGOOG21,117$1.9M0.67%
40ISHARES TR46428722619,119$1.9M0.67%
41QUALCOMM INCQCOM16,628$1.8M0.66%
42CISCO SYS INCCSCO38,124$1.8M0.65%
43GENERAL MTRS CO37045V10052,137$1.8M0.63%
44PALO ALTO NETWORKS INCPANW12,395$1.7M0.62%
45GARMIN LTDGRMN18,068$1.7M0.60%
46HEWLETT PACKARD ENTERPRISE CHPE-PC97,099$1.5M0.56%
47PFIZER INCPFE28,418$1.5M0.52%
48INTERNATIONAL BUSINESS MACHSINTR10,285$1.4M0.52%
49BROADCOM INCAVGO2,507$1.4M0.50%
50AT&T INCT-PC76,033$1.4M0.50%
51ABB LTDABLZF45,730$1.4M0.50%
52UNILEVER PLCUNLYF27,526$1.4M0.50%
53MORGAN STANLEYMS-PQ15,300$1.3M0.47%
54CORNING INCGLW40,334$1.3M0.46%
55SELECT SECTOR SPDR TR81369Y86033,395$1.2M0.44%
56SELECT SECTOR SPDR TR81369Y10015,707$1.2M0.44%
57AVANGRID INC05351W10327,651$1.2M0.43%
58VANGUARD BD INDEX FDS92193782715,400$1.2M0.42%
59ISHARES TR4642875074,705$1.1M0.41%
60ISHARES TR46435G24346,987$1.1M0.40%
61CLEARWAY ENERGY INCCWEN-A36,855$1.1M0.40%
62ISHARES TR46434V4647,820$1.1M0.39%
63SCOTTS MIRACLE-GRO COSMG20,142$978,7020.35%
64SELECT SECTOR SPDR TR81369Y30812,570$937,0690.34%
65ISHARES TR46435U66326,317$865,3030.31%
66ISHARES TR46432F85917,787$826,0280.30%
67VANGUARD INDEX FDS9229087693,980$760,9360.27%
68AMERICAN WTR WKS CO INC NEW0304201034,722$719,7270.26%
69BERKSHIRE HATHAWAY INC DELBRK-A2,284$705,5280.25%
70SPDR SER TR78468R6637,269$664,8950.24%
71VANGUARD BD INDEX FDS92203C30313,497$661,3530.24%
72PROCTER AND GAMBLE CO7427181094,318$654,3910.24%
73AMETEK INCAME4,590$641,3150.23%
74ISHARES INC46434G86321,153$636,0710.23%
75INVESCO QQQ TRIVZ2,082$554,3950.20%
76ISHARES TR46435U85314,963$516,6720.19%
77GLOBAL X FDS37954Y65723,000$445,5100.16%
78ISHARES TR4642874655,651$370,9320.13%
79FISERV INCFISV3,667$370,6240.13%
80ABBVIE INCABBV2,262$365,5620.13%
81NIKE INCNKE2,990$349,8600.13%
82WALMART INCWMT2,298$325,7680.12%
83HOME DEPOT INCHD1,019$321,8610.12%
84DISNEY WALT CO2546871063,704$321,8040.12%
85AUTOMATIC DATA PROCESSING INADP1,276$304,7850.11%
86CHEVRON CORP NEWCVX1,683$302,0330.11%
87EXXON MOBIL CORPXOM2,597$286,4490.10%
88INVESCO EXCHANGE TRADED FD TIVZ1,859$262,5840.09%
89ISHARES TR46429B6973,283$236,7040.09%
90BRISTOL-MYERS SQUIBB COCELG-RI3,236$232,8300.08%
91COCA COLA COKO3,470$220,7270.08%
92WP CAREY INC92936U1092,734$213,7000.08%
93ASTRAZENECA PLCAZN3,017$204,5190.07%
94VIEW INCVBIX15,000$14,4740.01%