0001903296-22-000004.txt : 20221109 0001903296-22-000004.hdr.sgml : 20221109 20221109130439 ACCESSION NUMBER: 0001903296-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221371595 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 09-30-2022 09-30-2022 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 11-09-2022 0 94 252455
INFORMATION TABLE 2 infotable.xml ABB LTD SPONSORED ADR 000375204 1140 44410 SH SOLE 0 0 44410 ABBVIE INC COM 00287Y109 304 2262 SH SOLE 0 0 2262 ALPHABET INC CAP STK CL C 02079K107 1784 18551 SH SOLE 0 0 18551 AMERICAN WTR WKS CO INC NEW COM 030420103 615 4722 SH SOLE 0 0 4722 AMETEK INC COM 031100100 521 4590 SH SOLE 0 0 4590 APPLE INC COM 037833100 4405 31876 SH SOLE 0 0 31876 AT&T INC COM 00206R102 1114 72626 SH SOLE 0 0 72626 AUTOMATIC DATA PROCESSING IN COM 053015103 291 1286 SH SOLE 0 0 1286 AVANGRID INC COM 05351W103 1095 26260 SH SOLE 0 0 26260 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 741 2775 SH SOLE 0 0 2775 BRISTOL-MYERS SQUIBB CO COM 110122108 289 4059 SH SOLE 0 0 4059 BROADCOM INC COM 11135F101 1082 2436 SH SOLE 0 0 2436 CHEVRON CORP NEW COM 166764100 235 1637 SH SOLE 0 0 1637 CISCO SYS INC COM 17275R102 1491 37272 SH SOLE 0 0 37272 CLEARWAY ENERGY INC CL A 18539C105 1018 34990 SH SOLE 0 0 34990 COCA COLA CO COM 191216100 212 3782 SH SOLE 0 0 3782 CORNING INC COM 219350105 1124 38719 SH SOLE 0 0 38719 CVS HEALTH CORP COM 126650100 2132 22357 SH SOLE 0 0 22357 DISNEY WALT CO COM 254687106 349 3704 SH SOLE 0 0 3704 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 15976 269327 SH SOLE 0 0 269327 FISERV INC COM 337738108 343 3667 SH SOLE 0 0 3667 GARMIN LTD SHS H2906T109 1407 17518 SH SOLE 0 0 17518 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1139 95101 SH SOLE 0 0 95101 HOME DEPOT INC COM 437076102 281 1019 SH SOLE 0 0 1019 INTERNATIONAL BUSINESS MACHS COM 459200101 1184 9967 SH SOLE 0 0 9967 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 237 1859 SH SOLE 0 0 1859 INVESCO QQQ TR UNIT SER 1 46090E103 556 2082 SH SOLE 0 0 2082 ISHARES INC ESG AWR MSCI EM 46434G863 488 17646 SH SOLE 0 0 17646 ISHARES INC CORE MSCI EMKT 46434G103 3824 88960 SH SOLE 0 0 88960 ISHARES TR 1 3 YR TREAS BD 464287457 8033 98914 SH SOLE 0 0 98914 ISHARES TR A RATE CP BD ETF 46429B291 364 8024 SH SOLE 0 0 8024 ISHARES TR BLACKROCK ULTRA 46434V878 6432 128614 SH SOLE 0 0 128614 ISHARES TR BROAD USD HIGH 46435U853 525 15622 SH SOLE 0 0 15622 ISHARES TR CORE 1 5 YR USD 46432F859 849 18422 SH SOLE 0 0 18422 ISHARES TR CORE MSCI EAFE 46432F842 8109 153959 SH SOLE 0 0 153959 ISHARES TR CORE S&P MCP ETF 464287507 1048 4780 SH SOLE 0 0 4780 ISHARES TR CORE S&P SCP ETF 464287804 8495 97430 SH SOLE 0 0 97430 ISHARES TR CORE S&P US VLU 464287663 7067 112869 SH SOLE 0 0 112869 ISHARES TR CORE S&P500 ETF 464287200 222 619 SH SOLE 0 0 619 ISHARES TR CORE US AGGBD ET 464287226 2045 21225 SH SOLE 0 0 21225 ISHARES TR EAFE VALUE ETF 464288877 8211 213118 SH SOLE 0 0 213118 ISHARES TR ESG AW MSCI EAFE 46435G516 1668 29720 SH SOLE 0 0 29720 ISHARES TR ESG AWARE MSCI 46435U663 735 23967 SH SOLE 0 0 23967 ISHARES TR ESG AWR MSCI USA 46435G425 4379 55149 SH SOLE 0 0 55149 ISHARES TR ESG AWR US AGRGT 46435U549 1540 33155 SH SOLE 0 0 33155 ISHARES TR ESG AWRE 1 5 YR 46435G243 787 33484 SH SOLE 0 0 33484 ISHARES TR ESG AWRE USD ETF 46435G193 2616 120104 SH SOLE 0 0 120104 ISHARES TR GL CLEAN ENE ETF 464288224 2849 149252 SH SOLE 0 0 149252 ISHARES TR MSCI EAFE ETF 464287465 317 5651 SH SOLE 0 0 5651 ISHARES TR MSCI LW CRB TG 46434V464 866 6838 SH SOLE 0 0 6838 ISHARES TR MSCI USA ESG SLC 464288802 3184 41944 SH SOLE 0 0 41944 ISHARES TR MSCI USA MIN VOL 46429B697 237 3578 SH SOLE 0 0 3578 ISHARES TR USD INV GRDE ETF 464288620 11380 236846 SH SOLE 0 0 236846 JPMORGAN CHASE & CO COM 46625H100 3121 29864 SH SOLE 0 0 29864 MAXIMUS INC COM 577933104 1907 32951 SH SOLE 0 0 32951 MERCK & CO INC COM 58933Y105 2000 23224 SH SOLE 0 0 23224 MICROSOFT CORP COM 594918104 3622 15551 SH SOLE 0 0 15551 MORGAN STANLEY COM NEW 617446448 1186 15015 SH SOLE 0 0 15015 NIKE INC CL B 654106103 249 2990 SH SOLE 0 0 2990 NVIDIA CORPORATION COM 67066G104 2391 19694 SH SOLE 0 0 19694 PALO ALTO NETWORKS INC COM 697435105 1943 11861 SH SOLE 0 0 11861 PEPSICO INC COM 713448108 222 1362 SH SOLE 0 0 1362 PFIZER INC COM 717081103 1272 29078 SH SOLE 0 0 29078 PROCTER AND GAMBLE CO COM 742718109 545 4315 SH SOLE 0 0 4315 QUALCOMM INC COM 747525103 1766 15634 SH SOLE 0 0 15634 SCOTTS MIRACLE-GRO CO CL A 810186106 1166 27271 SH SOLE 0 0 27271 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9867 83070 SH SOLE 0 0 83070 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1085 30125 SH SOLE 0 0 30125 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1032 15169 SH SOLE 0 0 15169 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 3182 38412 SH SOLE 0 0 38412 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8012 66156 SH SOLE 0 0 66156 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 6423 211548 SH SOLE 0 0 211548 SELECT SECTOR SPDR TR ENERGY 81369Y506 4035 56025 SH SOLE 0 0 56025 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 803 12041 SH SOLE 0 0 12041 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4413 30977 SH SOLE 0 0 30977 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3316 69241 SH SOLE 0 0 69241 SPDR S&P 500 ETF TR TR UNIT 78462F103 2847 7970 SH SOLE 0 0 7970 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1322 14436 SH SOLE 0 0 14436 SPDR SER TR ICE PFD SEC ETF 78464A292 5849 167774 SH SOLE 0 0 167774 SPDR SER TR S&P DIVID ETF 78464A763 2413 21637 SH SOLE 0 0 21637 SPDR SER TR S&P REGL BKG 78464A698 2056 34911 SH SOLE 0 0 34911 TARGET CORP COM 87612E106 2050 13817 SH SOLE 0 0 13817 TESLA INC COM 88160R101 203 765 SH SOLE 0 0 765 UNILEVER PLC SPON ADR NEW 904767704 1173 26758 SH SOLE 0 0 26758 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1167 15600 SH SOLE 0 0 15600 VANGUARD INDEX FDS TOTAL STK MKT 922908769 881 4910 SH SOLE 0 0 4910 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4489 13673 SH SOLE 0 0 13673 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 23870 496163 SH SOLE 0 0 496163 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10104 106489 SH SOLE 0 0 106489 VIEW INC COM CL A 92671V106 13 10000 SH SOLE 0 0 10000 VOLTA INC COM CL A 92873V102 18 14600 SH SOLE 0 0 14600 WALMART INC COM 931142103 298 2298 SH SOLE 0 0 2298 WISDOMTREE TR US MIDCAP DIVID 97717W505 2602 69075 SH SOLE 0 0 69075 WOLFSPEED INC COM 977852102 207 2000 SH SOLE 0 0 2000