Beacon Financial Planning, Inc Incresed Positions in Q3 2024

Beacon Financial Planning, Inc

  • $162 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
11.1K
+ 478.29%
$104.0 - $129.74 $1.15M - $1.44M
13.4K $1.72B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.6K
+ 33.46%
$77.02 - $85.06 $1.05M - $1.16M
54.4K $4.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.14K
+ 67.49%
$162.64 - $179.3 $998K - $1.1M
15.2K $2.73B
TSLA
Tesla, Inc.

Consumer Cyclical
116
+ 0.68%
$191.76 - $263.26 $22.2K - $30.5K
17.3K $4.52B
VB
Vanguard Small Cap ETF

ETFs
2.3K
+ 11.66%
$214.77 - $237.72 $494K - $546K
22K $5.22B
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
16.6K
+ 36.58%
$38.22 - $43.47 $634K - $721K
61.9K $2.68B
VFQY
Vanguard Wellington Fd U S Qua

ETFs
4.62K
+ 33.06%
$130.03 - $143.03 $601K - $661K
18.6K $2.66B
SOXX
Ishares Semiconductor ETF

ETFs
3.02K
+ 36.04%
$199.29 - $265.49 $602K - $802K
11.4K $2.63B
FNDX
Schwab Fundamental U S Large C

ETFs
6.56K
+ 102.48%
$65.36 - $71.76 $429K - $471K
13K $930M
EFG
Msci Eafe Growth ETF

ETFs
1.7K
+ 85.24%
$96.84 - $108.77 $164K - $185K
3.69K $397M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.05%
$145.48 - $167.38 $436 - $502
5.61K $909M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
34
+ 0.28%
$91.37 - $101.65 $3.11K - $3.46K
12.1K $1.23B
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.25%
$218.05 - $243.47 $2.18K - $2.43K
3.98K $969M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
2.26K
+ 7.41%
$23.88 - $24.01 $53.8K - $54.1K
32.7K $785M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 3.64%
$475.2 - $527.7 $19.5K - $21.6K
1.17K $616M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.26%
$182.15 - $182.15 $1.28K - $1.28K
2.71K $536M
NVDA
Nvidia Corp

Technology
381
+ 3.64%
$98.91 - $134.91 $37.7K - $51.4K
10.8K $1.32B
IVE
Ishares S&P 500 Value ETF

ETFs
8
+ 0.56%
$181.06 - $197.17 $1.45K - $1.58K
1.43K $281M
VUG
Vanguard Growth ETF

ETFs
15
+ 1.74%
$341.08 - $391.94 $5.12K - $5.88K
879 $337M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
39
+ 0.52%
$26.42 - $26.67 $1.03K - $1.04K
7.61K $203M
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$395.15 - $467.56 $395 - $468
1.22K $524M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$149.54 - $192.66 $150 - $193
1.43K $240M
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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