Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONG RUN WEALTH ADVISORS LLC | 01-10-2024 | 12-31-2023 | 93 | 346,286,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 51 | $1,863,428 | 14,911 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GARMIN LTD | SHS | 52 | $1,705,841 | 13,271 | 0.00 | 0.00 | -852 | -6.03 | 12-31-2023 |
| CISCO SYS INC | COM | 53 | $1,494,756 | 29,587 | 0.00 | 0.00 | -907 | -2.97 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 54 | $1,439,744 | 16,831 | 0.00 | 0.00 | 1,206 | 7.72 | 12-31-2023 |
