Beacon Financial Advisory LLC Purchases in Q1 2025

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
38.9K
+ 109.0%
$50.39 - $50.66 $1.96M - $1.97M
74.6K $3.78M
CGDV
Capital Group Divid Value ETF

ETFs
43.2K
+ 13.23%
$34.95 - $37.36 $1.51M - $1.62M
370K $13.2M
KMB
Kimberly Clark Corp

Consumer Defensive
7.23K
New
$124.46 - $147.4 $900K - $1.07M
7.23K $1.03M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.4K
+ 55.53%
$50.48 - $51.04 $980K - $991K
54.4K $2.76M
DGRO
Ishares Core Dividend Growth E

ETFs
15K
+ 41.54%
$60.46 - $64.42 $909K - $969K
51.2K $3.16M
ADM
Archer Daniels Midland CO

Consumer Defensive
18.3K
New
$45.22 - $52.17 $828K - $956K
18.3K $879K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
16.4K
+ 176.04%
$48.31 - $49.23 $792K - $807K
25.7K $1.26M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
13.9K
+ 141.0%
$58.38 - $64.16 $811K - $891K
23.7K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
32.8K
+ 193.95%
$24.91 - $29.02 $818K - $953K
49.8K $1.25M
STX
Seagate Technology Holdings PLC

Technology
8.04K
New
$84.92 - $108.42 $683K - $872K
8.04K $682K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.77K
New
$79.96 - $87.71 $541K - $594K
6.77K $556K
USVM
Victory Portfolios Ii Victorys

ETFs
9.62K
+ 25.38%
$76.56 - $88.03 $736K - $847K
47.5K $3.74M
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.7K
+ 100.92%
$32.57 - $35.82 $545K - $599K
33.3K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.06K
New
$57.21 - $65.8 $518K - $596K
9.06K $528K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
12.8K
+ 115.88%
$41.26 - $44.98 $528K - $575K
23.8K $1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.32K
+ 72.89%
$78.0 - $84.37 $493K - $533K
15K $1.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
16.2K
+ 62.54%
$32.49 - $37.99 $526K - $615K
42.1K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 24.47%
$554.06 - $615.85 $584K - $649K
5.36K $3.01M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
9.51K
New
N/A
9.51K $463K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.2K
New
$210.19 - $243.33 $461K - $534K
2.2K $463K
VTV
Vanguard Value ETF

ETFs
2.35K
+ 15.16%
$167.73 - $179.21 $394K - $421K
17.8K $3.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.28K
+ 18.54%
$36.91 - $41.03 $306K - $340K
52.9K $2.1M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
8.75K
+ 70.32%
$48.29 - $51.95 $422K - $454K
21.2K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
411
+ 15.28%
$442.66 - $534.52 $182K - $220K
3.1K $1.65M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.28K
New
$168.84 - $202.89 $384K - $462K
2.28K $400K
V
Visa Inc.

Financial Services
345
+ 4.33%
$306.92 - $362.71 $106K - $125K
8.32K $2.91M
CGGO
Capital Group Global Growth Eq

ETFs
14.5K
+ 47.59%
$28.33 - $30.84 $410K - $446K
44.9K $1.27M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.2K
New
$45.72 - $51.73 $375K - $424K
8.2K $377K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.22K
New
$42.5 - $46.71 $349K - $384K
8.22K $371K
QQQ
Invesco Qqq Trust, Series 1

ETFs
894
+ 59.88%
$468.34 - $539.52 $419K - $482K
2.39K $1.12M
GLDM
World Gold Trust

ETFs
5.57K
New
$52.19 - $61.89 $291K - $345K
5.57K $344K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.59K
New
$196.12 - $229.48 $312K - $365K
1.59K $321K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.99K
+ 38.04%
$42.36 - $43.8 $296K - $306K
25.4K $1.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.83K
New
$105.1 - $109.61 $297K - $310K
2.83K $307K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.7K
+ 97.82%
$27.01 - $28.54 $289K - $306K
21.7K $605K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
6.37K
New
$46.12 - $52.9 $294K - $337K
6.37K $296K
DFIV
Dimensional ETF Tr

ETFs
6.68K
+ 88.36%
$35.33 - $40.77 $236K - $272K
14.2K $560K
FDL
First Tr Morningstar Dividend

ETFs
6.73K
New
$39.69 - $43.83 $267K - $295K
6.73K $292K
ABBV
Abb Vie Inc.

Healthcare
63
+ 0.72%
$169.2 - $216.66 $10.7K - $13.6K
8.77K $1.84M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.46K
New
$192.82 - $222.1 $281K - $324K
1.46K $281K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
216
+ 4.23%
$80.53 - $147.57 $17.4K - $31.9K
5.32K $703K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.36K
New
$80.08 - $92.93 $269K - $312K
3.36K $270K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.6K
+ 22.46%
$169.43 - $182.84 $271K - $292K
8.71K $1.51M
BNDX
Vanguard Total International B

ETFs
5.38K
New
$48.33 - $49.5 $260K - $266K
5.38K $262K
PM
Philip Morris International Inc.

Consumer Defensive
1.65K
New
$117.15 - $158.79 $193K - $261K
1.65K $261K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
533
New
$402.49 - $513.76 $215K - $274K
533 $258K
KO
Coca Cola CO

Consumer Defensive
81
+ 0.31%
$60.81 - $72.32 $4.93K - $5.86K
26.6K $1.9M
JNJ
Johnson & Johnson

Healthcare
474
+ 5.81%
$142.06 - $167.7 $67.3K - $79.5K
8.63K $1.43M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
13.3K
+ 29.5%
$18.54 - $18.88 $247K - $252K
58.5K $1.09M
Activity Summary
Buys All Purchases 202 New Holdings 41 Increased Positions 161 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email