Beacon Financial Planning, Inc has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.2B, Berkshire Hathaway Inc Class B with a value of $20.2B, Invesco Qqq Trust, Series 1 with a value of $19.4B, Ishares Core S&P Mid Cap ETF with a value of $14.1B, and Schwab Fundamental Intl Large with a value of $13B.
Examining the 13F form we can see an increase of $15.5B in the current position value, from $128B to 143B.
Beacon Financial Planning, Inc is based out at Hyannis, MA
Below you can find more details about Beacon Financial Planning, Inc portfolio as well as his latest detailed transactions.
