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
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.56K
+ 2.0%
$56.17 - $59.71 $369K - $392K
334K $19.1M
NKE
Nike, Inc.

Consumer Cyclical
3.88K
New
$63.29 - $81.72 $246K - $317K
3.88K $246K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.72K
New
$50.44 - $58.1 $238K - $274K
4.72K $242K
MINO
Pimco ETF Tr Municipal Income

ETFs
5.08K
New
$44.44 - $45.83 $226K - $233K
5.08K $227K
GLD
Spdr Gold Trust

ETFs
787
New
$243.19 - $288.14 $191K - $227K
787 $226K
CVX
Chevron Corp

Energy
1.34K
New
$146.71 - $167.97 $197K - $226K
1.34K $224K
IVE
Ishares S&P 500 Value ETF

ETFs
1.18K
+ 31.9%
$185.78 - $198.58 $218K - $234K
4.86K $926K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
4.92K
+ 50.32%
$42.64 - $44.05 $210K - $217K
14.7K $644K
SPOT
Spotify Technology S.A.

Communication Services
402
New
$457.79 - $648.32 $184K - $261K
402 $221K
PLTR
Palantir Technologies Inc.

Technology
2.13K
+ 47.6%
$64.98 - $124.62 $139K - $266K
6.61K $558K
HDV
Ishares Core High Dividend ETF

ETFs
1.78K
New
$110.86 - $121.12 $197K - $216K
1.78K $215K
UBER
Uber Technologies, Inc

Technology
2.94K
New
$63.17 - $81.49 $186K - $239K
2.94K $214K
XOM
Exxon Mobil Corp

Energy
744
+ 7.13%
$105.44 - $118.93 $78.4K - $88.5K
11.2K $1.33M
DFAX
Dimensional ETF Tr
7.83K
New
$24.45 - $27.2 $191K - $213K
7.83K $205K
INTC
Intel Corp

Technology
9.05K
New
$19.1 - $27.39 $173K - $248K
9.05K $205K
UNH
Unitedhealth Group Inc

Healthcare
390
New
$461.52 - $548.18 $180K - $214K
390 $204K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.6K
New
$34.83 - $37.52 $195K - $210K
5.6K $203K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.31K
New
$45.56 - $47.23 $196K - $204K
4.31K $202K
MDT
Medtronic PLC

Healthcare
1.02K
+ 11.03%
$79.84 - $94.5 $81.5K - $96.5K
10.3K $923K
AEP
American Electric Power CO Inc

Utilities
133
+ 1.36%
$90.32 - $109.27 $12K - $14.5K
9.95K $1.09M
OEF
Ishares S&P 100 ETF

ETFs
640
+ 27.41%
N/A
2.98K $791K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.34K
+ 13.53%
$22.46 - $23.26 $142K - $148K
53.2K $1.23M
GE
General Electric CO

Industrials
629
+ 52.42%
$168.59 - $212.13 $106K - $133K
1.83K $366K
META
Meta Platforms, Inc.

Communication Services
351
+ 12.7%
$576.36 - $736.67 $202K - $259K
3.12K $1.8M
MO
Altria Group, Inc.

Consumer Defensive
40
+ 0.19%
$50.81 - $60.02 $2.03K - $2.4K
20.8K $1.25M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.69K
+ 74.27%
$25.35 - $27.46 $144K - $156K
13.4K $353K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.53K
+ 7.21%
$44.72 - $46.25 $113K - $117K
37.6K $1.73M
VZ
Verizon Communications Inc

Communication Services
215
+ 0.84%
$37.81 - $46.49 $8.13K - $10K
25.7K $1.17M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3K
+ 65.69%
$48.02 - $53.02 $144K - $159K
7.55K $374K
IAU
Ishares Gold Trust

ETFs
1.48K
+ 25.4%
$49.74 - $58.96 $73.4K - $87K
7.29K $429K
NFLX
Netflix Inc

Communication Services
93
+ 7.24%
$828.4 - $1058.6 $77K - $98.4K
1.38K $1.29M
IGRO
Ishares Tr International Divid

ETFs
1.31K
+ 13.96%
$66.91 - $73.87 $87.7K - $96.8K
10.7K $774K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.89K
+ 33.4%
$102.49 - $119.96 $194K - $227K
7.55K $789K
MGK
Vanguard Mega Cap Growth ETF

ETFs
545
+ 53.8%
$307.43 - $357.48 $168K - $195K
1.56K $481K
DUK
Duke Energy Corp

Utilities
25
+ 0.27%
$105.87 - $121.97 $2.65K - $3.05K
9.17K $1.12M
PFE
Pfizer Inc

Healthcare
7.07K
+ 17.1%
$25.01 - $27.13 $177K - $192K
48.4K $1.23M
IEMG
Ishares Inc

ETFs
2.38K
+ 41.89%
N/A
8.06K $432K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4.49K
+ 51.2%
$26.64 - $27.14 $120K - $122K
13.3K $355K
PDI
Pimco Dynamic Income Fund

Financial Services
3.4K
+ 9.95%
$18.51 - $20.05 $62.9K - $68.1K
37.5K $742K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
735
+ 5.55%
$126.11 - $135.06 $92.7K - $99.3K
14K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
230
+ 2.38%
$225.19 - $279.95 $51.8K - $64.4K
9.89K $2.43M
XLF
Financial Sector Spdr

ETFs
1.63K
+ 10.2%
$47.32 - $52.19 $76.9K - $84.9K
17.6K $874K
VOE
Vanguard Mid Cap Value Index F

ETFs
654
+ 27.46%
$156.61 - $168.02 $102K - $110K
3.04K $487K
VEA
Vanguard Ftse Developed Market

ETFs
1.33K
+ 13.69%
$47.4 - $52.99 $63K - $70.4K
11K $561K
PAYX
Paychex Inc

Industrials
30
+ 0.46%
$136.06 - $154.52 $4.08K - $4.64K
6.49K $1M
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 10.14%
$890.62 - $1076.86 $65.9K - $79.7K
804 $760K
LLY
Eli Lilly & CO

Healthcare
92
+ 32.86%
$725.72 - $929.72 $66.8K - $85.5K
372 $307K
IBM
International Business Machines Corp

Technology
172
+ 12.3%
$217.4 - $264.74 $37.4K - $45.5K
1.57K $390K
PGR
Progressive Corp

Financial Services
88
+ 6.73%
$235.61 - $291.22 $20.7K - $25.6K
1.4K $395K
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
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