L
Long Run Wealth Advisors, LLC
RIA/Wealth
Long Run Wealth Advisors, LLC is a RIA/Wealth based in Lake Placid, NY led by Lynn Marie Magnus, reporting $514.2M in AUM as of Q3 2025 with 81% ETF concentration and 52% concentrated in top 10 holdings.
PartnerLynn Marie Magnus
- Portfolio Value
- $509.5M
- Positions
- 109
- Top Holding
- USIG at 11.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Long Run Wealth Advisors, LLC's portfolio (51.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $61.0M | 11.96% | +$5.1M Bought | — 1.2M shares | |
ETF ETF | $46.2M | 9.07% | +$3.1M Bought | — 2.2M shares | |
ETF ETF | $30.8M | 6.05% | +$929.3K Bought | — 353.3K shares | |
ETF ETF | $30.7M | 6.02% | -$645.5K Sold | — 108.8K shares | |
ETF ETF | $21.4M | 4.20% | +$682.9K Bought | — 151.7K shares | |
ETF ETF | $16.9M | 3.31% | +$533.1K Bought | — 248.7K shares | |
ETF ETF | $15.4M | 3.01% | +$1.1M Bought | — 110.4K shares | |
ETF ETF | $14.4M | 2.82% | -$315.4K Sold | — 218.2K shares | |
ETF ETF | $13.9M | 2.72% | +$604.7K Bought | — 257.7K shares | |
ETF ETF | $13.5M | 2.65% | +$1.1M Bought | — 270.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Long Run Wealth Advisors, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+307.7% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-69.09% |
Analytics
Portfolio insights and performance metrics for Long Run Wealth Advisors, LLC
GthenA