Beacon Financial Planning, Inc Portfolio Holdings

Beacon Financial Planning, Inc

  • $162 Billion
  • Q3 2024

Beacon Financial Planning, Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 44 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 $31B, Berkshire Hathaway Inc Class B with a value of $20.8B, Invesco Qqq Trust, Series 1 with a value of $20.6B, Ishares Core S&P Mid Cap ETF with a value of $13.7B, and Schwab Fundamental Intl Large with a value of $13.1B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $147B to 162B.

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.

Portfolio value $162 Billion
ETFs: $129 Billion
Financial Services: $20.8 Billion
Consumer Cyclical: $4.74 Billion
Technology: $3.06 Billion
Healthcare: $1.91 Billion
Real Estate: $1.72 Billion
Basic Materials: $291 Million
Communication Services: $240 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$620B
$20.8 Billion 12.86% of portfolio
45,266
Q3 2024 Reduced 3.78%
$1.07T
$4.52 Billion 2.79% of portfolio
17,258
Q3 2024 Added 0.68%
$339B
$1.32 Billion 0.81% of portfolio
10,845
Q3 2024 Added 3.64%
$3.74T
$1.22 Billion 0.75% of portfolio
5,236
Q3 2024 Reduced 10.42%
$407B
$909 Million 0.56% of portfolio
5,606
Q3 2024 Added 0.05%
$3.12T
$524 Million 0.32% of portfolio
1,218
Q3 2024 Added 0.08%
$1.03T
$240 Million 0.15% of portfolio
1,434
Q3 2024 Added 0.07%
$2.05T
$229 Million 0.14% of portfolio
1,229
Q2 2024 Reduced 43.52%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $162 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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