Beacon Financial Advisory LLC Purchases in Q4 2024

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
1.4K
+ 28.28%
$81.74 - $91.38 $115K - $128K
6.36K $559K
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.37K
+ 35.76%
$33.62 - $35.69 $147K - $156K
16.6K $559K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
3.4K
+ 53.35%
$43.02 - $45.21 $146K - $154K
9.79K $422K
WMT
Walmart Inc.

Consumer Defensive
188
+ 1.53%
$79.1 - $95.7 $14.9K - $18K
12.4K $1.12M
CSCO
Cisco Systems, Inc.

Technology
19
+ 0.08%
$52.45 - $60.02 $997 - $1.14K
22.5K $1.33M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.81K
+ 26.34%
$80.93 - $85.66 $146K - $155K
8.67K $701K
SKYY
First Trust Cloud Computing Et

ETFs
492
+ 11.68%
$99.98 - $130.46 $49.2K - $64.2K
4.7K $560K
META
Meta Platforms, Inc.

Communication Services
131
+ 4.98%
$554.08 - $632.68 $72.6K - $82.9K
2.76K $1.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.66K
+ 8.04%
$50.37 - $50.6 $134K - $134K
35.7K $1.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
27K
+ 135.61%
$22.63 - $47.53 $611K - $1.28M
46.9K $1.06M
BP
Bp PLC

Energy
5.66K
+ 18.88%
$28.16 - $33.14 $159K - $188K
35.6K $1.05M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.37K
+ 34.13%
$48.48 - $49.47 $115K - $117K
9.31K $453K
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 0.54%
$567.81 - $607.81 $22.1K - $23.7K
7.21K $4.22M
MSFT
Microsoft Corp

Technology
456
+ 4.84%
$406.35 - $454.46 $185K - $207K
9.87K $4.16M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
596
+ 7.88%
$45.39 - $62.98 $27.1K - $37.5K
8.16K $463K
DFAU
Dimensional ETF Tr

ETFs
2.15K
+ 10.86%
$39.27 - $42.38 $84.3K - $91K
21.9K $887K
PAYX
Paychex Inc

Industrials
418
+ 6.92%
$135.86 - $148.73 $56.8K - $62.2K
6.46K $905K
IYW
Ishares Dj Us Tech ETF

ETFs
322
+ 6.62%
$148.14 - $166.23 $47.7K - $53.5K
5.19K $827K
RSP
Invesco S&P 500 Equal Weight E

ETFs
652
+ 10.1%
$174.22 - $187.62 $114K - $122K
7.11K $1.25M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
380
+ 2.45%
$58.39 - $67.04 $22.2K - $25.5K
15.9K $1.01M
CGGO
Capital Group Global Growth Eq

ETFs
3.85K
+ 14.5%
$29.21 - $30.67 $113K - $118K
30.4K $888K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
109
+ 4.21%
$521.84 - $558.82 $56.9K - $60.9K
2.7K $1.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
227
+ 9.22%
$442.29 - $483.08 $100K - $110K
2.69K $1.22M
XLC
Select Sector Spdr Tr Communic

ETFs
559
+ 11.72%
$89.66 - $102.16 $50.1K - $57.1K
5.33K $515K
IAU
Ishares Gold Trust

ETFs
1.67K
+ 40.35%
$48.37 - $52.65 $80.8K - $88K
5.81K $287K
QQQ
Invesco Qqq Trust, Series 1

ETFs
92
+ 6.57%
$481.22 - $538.17 $44.3K - $49.5K
1.49K $763K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.35K
+ 11.73%
$90.42 - $94.5 $122K - $127K
12.8K $1.16M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.52K
+ 17.4%
$41.16 - $42.25 $62.6K - $64.2K
10.3K $433K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
901
+ 31.68%
$81.68 - $82.93 $73.6K - $74.7K
3.75K $307K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
689
+ 17.47%
$77.98 - $84.06 $53.7K - $57.9K
4.63K $374K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
828
+ 40.06%
$99.04 - $109.59 $82K - $90.7K
2.9K $288K
IVE
Ishares S&P 500 Value ETF

ETFs
428
+ 13.14%
$189.5 - $206.17 $81.1K - $88.2K
3.69K $703K
VIG
Vanguard Dividend Appreciation

ETFs
335
+ 1.26%
N/A
27K $4.92M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4
+ 0.25%
$146.47 - $191.01 $586 - $764
1.58K $294K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.72K
+ 8.4%
$45.07 - $47.1 $123K - $128K
35.1K $1.59M
PAVE
Global X Fds Us Infrastructure

ETFs
2.09K
+ 6.36%
$40.41 - $45.95 $84.6K - $96.2K
35K $1.41M
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.21K
+ 10.9%
$38.08 - $39.98 $46.2K - $48.5K
12.3K $484K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1.61K
+ 27.89%
$34.64 - $35.72 $55.8K - $57.5K
7.39K $260K
BAC
Bank Of America Corp

Financial Services
666
+ 9.59%
$39.22 - $47.77 $26.1K - $31.8K
7.61K $334K
DGRO
Ishares Core Dividend Growth E

ETFs
1.63K
+ 4.72%
$60.73 - $64.94 $99K - $106K
36.2K $2.22M
VV
Vanguard Large Cap ETF

ETFs
171
+ 20.73%
$260.27 - $280.65 $44.5K - $48K
996 $268K
RVT
Royce Value Trust, Inc.

Financial Services
3.07K
+ 23.03%
$15.15 - $16.9 $46.5K - $51.9K
16.4K $259K
BOCT
Innovator U.S. Equity Buffer E

ETFs
982
+ 15.81%
$42.04 - $44.04 $41.3K - $43.2K
7.19K $310K
DFAS
Dimensional ETF Tr U S Small C

ETFs
686
+ 7.14%
$63.58 - $71.15 $43.6K - $48.8K
10.3K $670K
EMR
Emerson Electric CO

Industrials
76
+ 2.97%
$108.13 - $134.33 $8.22K - $10.2K
2.64K $326K
EFV
Msci Eafe Value ETF

ETFs
2.8K
+ 13.9%
$51.78 - $57.15 $145K - $160K
22.9K $1.2M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
805
+ 2.25%
$59.74 - $60.03 $48.1K - $48.3K
36.6K $2.19M
VTV
Vanguard Value ETF

ETFs
727
+ 4.92%
$168.32 - $181.87 $122K - $132K
15.5K $2.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
68
+ 5.28%
$172.07 - $207.36 $11.7K - $14.1K
1.36K $267K
Activity Summary
Buys All Purchases 200 New Holdings 16 Increased Positions 184 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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