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