Beacon Financial Planning, Inc Sells in Q2 2025

Beacon Financial Planning, Inc

  • $179 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.52K
- 5.75%
$483.48 - $539.8 $1.22M - $1.36M
41.2K $20B
GTO
Invesco Actively Managed ETF T

ETFs
-13.1K
- 6.18%
$45.73 - $47.2 $598K - $617K
199K $9.31B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.15K
- 3.78%
$24.32 - $27.87 $198K - $227K
207K $5.5B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-3.58K
- 16.5%
$86.05 - $107.7 $308K - $385K
18.1K $1.95B
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-5.99K
- 5.97%
$34.34 - $40.99 $206K - $245K
94.3K $3.84B
Blackrock ETF Trust Ii
-2.53K
- 9.68%
N/A
23.6K $1.25B
WELL
Welltower Inc.

Real Estate
-618
- 2.22%
$136.49 - $155.22 $84.4K - $95.9K
27.3K $4.19B
FNDX
Schwab Fundamental U S Large C

ETFs
-4.2K
- 10.68%
$20.84 - $24.54 $87.5K - $103K
35.1K $862M
EFG
Msci Eafe Growth ETF

ETFs
-957
- 15.2%
$89.8 - $112.0 $85.9K - $107K
5.34K $598M
BOND
Pimco Active Bond Exchange Tra

ETFs
-224
- 1.67%
$89.87 - $92.93 $20.1K - $20.8K
13.2K $1.21B
Pimco ETF Tr
-537
- 1.25%
N/A
42.5K $1.13B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-362
- 8.11%
$55.54 - $69.09 $20.1K - $25K
4.1K $283M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-793
- 3.12%
$45.88 - $54.4 $36.4K - $43.1K
24.6K $1.34B
IXUS
Ishares Tr

ETFs
-3.46K
- 8.01%
$62.37 - $77.63 $216K - $268K
39.7K $3.07B
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-922
- 4.75%
$118.46 - $143.72 $109K - $133K
18.5K $2.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.6K
- 5.39%
$51.16 - $62.02 $594K - $720K
204K $12.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-816
- 3.52%
$152.42 - $182.82 $124K - $149K
22.4K $4.09B
MSFT
Microsoft Corp

Technology
-8
- 0.66%
$354.56 - $497.45 $2.84K - $3.98K
1.21K $603M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-317
- 4.28%
$180.84 - $240.32 $57.3K - $76.2K
7.09K $1.7B
VB
Vanguard Small Cap ETF

ETFs
-751
- 2.74%
$193.73 - $237.37 $145K - $178K
26.7K $6.32B
SOXX
Ishares Semiconductor ETF

ETFs
-247
- 2.23%
$154.86 - $239.07 $38.3K - $59.1K
10.8K $2.58B
FNDF
Schwab Fundamental Intl Large

ETFs
-16.2K
- 5.06%
$32.25 - $40.02 $524K - $650K
305K $12.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.53K
- 4.82%
$498.8 - $620.9 $1.26M - $1.57M
49.9K $31B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.31K
- 5.57%
$416.06 - $551.64 $962K - $1.28M
39.2K $21.6B
Activity Summary
Buys All Purchases 19 New Holdings 2 Increased Positions 17 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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