0001903296-22-000003.txt : 20220719
0001903296-22-000003.hdr.sgml : 20220719
20220719141943
ACCESSION NUMBER: 0001903296-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220719
DATE AS OF CHANGE: 20220719
EFFECTIVENESS DATE: 20220719
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Long Run Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001903296
IRS NUMBER: 810750215
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21474
FILM NUMBER: 221091188
BUSINESS ADDRESS:
STREET 1: 55 BARN RD, LAKE PLACID, NY, USA
STREET 2: SUITE 206
CITY: LAKE PLACID
STATE: NY
ZIP: 12946
BUSINESS PHONE: 518-523-8050
MAIL ADDRESS:
STREET 1: 55 BARN RD, LAKE PLACID, NY, USA
STREET 2: SUITE 206
CITY: LAKE PLACID
STATE: NY
ZIP: 12946
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001903296
XXXXXXXX
06-30-2022
06-30-2022
false
Long Run Wealth Advisors, LLC
55 Barn Rd, Lake Placid, Ny, Usa
Suite 206
Lake Placid
NY
12946
13F HOLDINGS REPORT
028-21474
N
Lynn M Magnus
CCO
5185238050
/s/ Lynn M Magnus
Lake Placid
NY
07-19-2022
0
90
258208
INFORMATION TABLE
2
infotable.xml
ABB LTD
SPONSORED ADR
000375204
857
32073
SH
SOLE
0
0
32073
ABBVIE INC
COM
00287Y109
346
2262
SH
SOLE
0
0
2262
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1835
16142
SH
SOLE
0
0
16142
ALPHABET INC
CAP STK CL C
02079K107
1789
818
SH
SOLE
0
0
818
AMERICAN WTR WKS CO INC NEW
COM
030420103
702
4722
SH
SOLE
0
0
4722
AMETEK INC
COM
031100100
504
4590
SH
SOLE
0
0
4590
APPLE INC
COM
037833100
4126
30182
SH
SOLE
0
0
30182
AT&T INC
COM
00206R102
968
46192
SH
SOLE
0
0
46192
AUTOMATIC DATA PROCESSING IN
COM
053015103
295
1403
SH
SOLE
0
0
1403
AVANGRID INC
COM
05351W103
1053
22832
SH
SOLE
0
0
22832
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
776
2843
SH
SOLE
0
0
2843
BOEING CO
COM
097023105
1429
10451
SH
SOLE
0
0
10451
BRISTOL-MYERS SQUIBB CO
COM
110122108
313
4069
SH
SOLE
0
0
4069
BROADCOM INC
COM
11135F101
883
1817
SH
SOLE
0
0
1817
CHEVRON CORP NEW
COM
166764100
267
1844
SH
SOLE
0
0
1844
CISCO SYS INC
COM
17275R102
1220
28604
SH
SOLE
0
0
28604
CLEARWAY ENERGY INC
CL A
18539C105
947
29616
SH
SOLE
0
0
29616
COCA COLA CO
COM
191216100
324
5154
SH
SOLE
0
0
5154
CVS HEALTH CORP
COM
126650100
2858
30845
SH
SOLE
0
0
30845
DISNEY WALT CO
COM
254687106
221
2337
SH
SOLE
0
0
2337
EXXON MOBIL CORP
COM
30231G102
209
2439
SH
SOLE
0
0
2439
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
25874
435740
SH
SOLE
0
0
435740
GARMIN LTD
SHS
H2906T109
358
3648
SH
SOLE
0
0
3648
HOME DEPOT INC
COM
437076102
279
1019
SH
SOLE
0
0
1019
INTEL CORP
COM
458140100
221
5903
SH
SOLE
0
0
5903
INTERNATIONAL BUSINESS MACHS
COM
459200101
1198
8485
SH
SOLE
0
0
8485
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
250
1859
SH
SOLE
0
0
1859
INVESCO QQQ TR
UNIT SER 1
46090E103
584
2082
SH
SOLE
0
0
2082
ISHARES INC
ESG AWR MSCI EM
46434G863
507
15700
SH
SOLE
0
0
15700
ISHARES INC
CORE MSCI EMKT
46434G103
4899
99861
SH
SOLE
0
0
99861
ISHARES TR
A RATE CP BD ETF
46429B291
12825
265693
SH
SOLE
0
0
265693
ISHARES TR
BLACKROCK ULTRA
46434V878
5134
102595
SH
SOLE
0
0
102595
ISHARES TR
BROAD USD HIGH
46435U853
518
14972
SH
SOLE
0
0
14972
ISHARES TR
CORE 1 5 YR USD
46432F859
819
17270
SH
SOLE
0
0
17270
ISHARES TR
CORE MSCI EAFE
46432F842
8420
143075
SH
SOLE
0
0
143075
ISHARES TR
CORE S&P MCP ETF
464287507
1090
4819
SH
SOLE
0
0
4819
ISHARES TR
CORE S&P SCP ETF
464287804
8361
90476
SH
SOLE
0
0
90476
ISHARES TR
CORE S&P500 ETF
464287200
235
619
SH
SOLE
0
0
619
ISHARES TR
CORE US AGGBD ET
464287226
2210
21733
SH
SOLE
0
0
21733
ISHARES TR
EAFE VALUE ETF
464288877
8615
198499
SH
SOLE
0
0
198499
ISHARES TR
ESG AW MSCI EAFE
46435G516
1718
27382
SH
SOLE
0
0
27382
ISHARES TR
ESG AWARE MSCI
46435U663
730
23172
SH
SOLE
0
0
23172
ISHARES TR
ESG AWR MSCI USA
46435G425
4532
54014
SH
SOLE
0
0
54014
ISHARES TR
ESG AWR US AGRGT
46435U549
1544
31555
SH
SOLE
0
0
31555
ISHARES TR
ESG AWRE 1 5 YR
46435G243
789
32733
SH
SOLE
0
0
32733
ISHARES TR
ESG AWRE USD ETF
46435G193
2615
112976
SH
SOLE
0
0
112976
ISHARES TR
GL CLEAN ENE ETF
464288224
2744
144039
SH
SOLE
0
0
144039
ISHARES TR
MSCI EAFE ETF
464287465
2034
32552
SH
SOLE
0
0
32552
ISHARES TR
MSCI LW CRB TG
46434V464
897
6559
SH
SOLE
0
0
6559
ISHARES TR
MSCI USA ESG SLC
464288802
3293
40812
SH
SOLE
0
0
40812
ISHARES TR
MSCI USA MIN VOL
46429B697
309
4399
SH
SOLE
0
0
4399
JPMORGAN CHASE & CO
COM
46625H100
2526
22433
SH
SOLE
0
0
22433
MAXIMUS INC
COM
577933104
1599
25584
SH
SOLE
0
0
25584
MERCK & CO INC
COM
58933Y105
2273
24931
SH
SOLE
0
0
24931
META PLATFORMS INC
CL A
30303M102
1222
7580
SH
SOLE
0
0
7580
MICROSOFT CORP
COM
594918104
3719
14482
SH
SOLE
0
0
14482
MORGAN STANLEY
COM NEW
617446448
966
12699
SH
SOLE
0
0
12699
NIKE INC
CL B
654106103
316
3090
SH
SOLE
0
0
3090
NVIDIA CORPORATION
COM
67066G104
2335
15401
SH
SOLE
0
0
15401
PALO ALTO NETWORKS INC
COM
697435105
1919
3885
SH
SOLE
0
0
3885
PAYPAL HLDGS INC
COM
70450Y103
1078
15442
SH
SOLE
0
0
15442
PEPSICO INC
COM
713448108
289
1735
SH
SOLE
0
0
1735
PFIZER INC
COM
717081103
1270
24227
SH
SOLE
0
0
24227
PROCTER AND GAMBLE CO
COM
742718109
631
4388
SH
SOLE
0
0
4388
QUALCOMM INC
COM
747525103
2546
19935
SH
SOLE
0
0
19935
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
5353
61288
SH
SOLE
0
0
61288
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
6387
203073
SH
SOLE
0
0
203073
SELECT SECTOR SPDR TR
ENERGY
81369Y506
3925
54889
SH
SOLE
0
0
54889
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
683
9468
SH
SOLE
0
0
9468
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
6309
45889
SH
SOLE
0
0
45889
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
5674
104554
SH
SOLE
0
0
104554
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1034
14043
SH
SOLE
0
0
14043
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
1161
28409
SH
SOLE
0
0
28409
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
6166
48082
SH
SOLE
0
0
48082
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
10742
84501
SH
SOLE
0
0
84501
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3007
7970
SH
SOLE
0
0
7970
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
1608
17576
SH
SOLE
0
0
17576
SPDR SER TR
MSCI USA STRTGIC
78468R812
2900
26843
SH
SOLE
0
0
26843
SPDR SER TR
S&P DIVID ETF
78464A763
2554
21522
SH
SOLE
0
0
21522
SPDR SER TR
ICE PFD SEC ETF
78464A292
6011
167675
SH
SOLE
0
0
167675
SPDR SER TR
S&P REGL BKG
78464A698
1448
24926
SH
SOLE
0
0
24926
UNILEVER PLC
SPON ADR NEW
904767704
1059
23101
SH
SOLE
0
0
23101
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1198
15600
SH
SOLE
0
0
15600
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
483
2560
SH
SOLE
0
0
2560
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
4532
13064
SH
SOLE
0
0
13064
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
25230
503385
SH
SOLE
0
0
503385
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
9368
92115
SH
SOLE
0
0
92115
WALMART INC
COM
931142103
289
2381
SH
SOLE
0
0
2381
WISDOMTREE TR
US MIDCAP DIVID
97717W505
2608
66902
SH
SOLE
0
0
66902
WP CAREY INC
COM
92936U109
266
3210
SH
SOLE
0
0
3210