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
VUG
Vanguard Growth ETF

ETFs
497
+ 19.17%
$369.1 - $427.61 $183K - $213K
3.09K $1.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
795
+ 24.27%
$67.08 - $76.14 $53.3K - $60.5K
4.07K $299K
WOR
Worthington Industries Inc

Industrials
79
+ 1.17%
$38.95 - $51.6 $3.08K - $4.08K
6.83K $342K
RDVY
First Trust Rising Dividend Ac

ETFs
1.34K
+ 7.72%
$57.22 - $63.39 $76.8K - $85.1K
18.7K $1.1M
AMGN
Amgen Inc

Healthcare
88
+ 11.38%
$258.59 - $327.36 $22.8K - $28.8K
861 $268K
QCOM
Qualcomm Inc

Technology
385
+ 3.94%
$151.94 - $175.86 $58.5K - $67.7K
10.2K $1.56M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
791
+ 26.31%
$91.68 - $109.93 $72.5K - $87K
3.8K $355K
MSFT
Microsoft Corp

Technology
1.36K
+ 13.77%
$375.39 - $447.2 $510K - $608K
11.2K $4.21M
IYK
Ishares U.S. Consumer Staples

ETFs
337
+ 6.41%
$63.29 - $71.8 $21.3K - $24.2K
5.6K $400K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.5K
+ 14.62%
$41.09 - $43.24 $61.6K - $64.9K
11.8K $487K
CL
Colgate Palmolive CO

Consumer Defensive
197
+ 1.81%
$85.68 - $97.5 $16.9K - $19.2K
11.1K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
242
+ 8.46%
$158.56 - $176.26 $38.4K - $42.7K
3.1K $528K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
358
+ 12.37%
$97.25 - $104.79 $34.8K - $37.5K
3.25K $337K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.59K
+ 6.09%
$64.88 - $72.1 $233K - $259K
62.5K $4.11M
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 0.67%
$89.14 - $117.41 $1.34K - $1.76K
2.25K $252K
DE
Deere & CO

Industrials
44
+ 8.71%
$408.57 - $509.27 $18K - $22.4K
549 $257K
SHEL
Shell PLC

Energy
21
+ 0.53%
$62.84 - $73.29 $1.32K - $1.54K
3.95K $289K
TTWO
Take Two Interactive Software Inc

Communication Services
21
+ 1.37%
$178.61 - $217.95 $3.75K - $4.58K
1.56K $322K
DOW
Dow Inc.

Basic Materials
3.72K
+ 21.56%
$34.36 - $41.92 $128K - $156K
21K $733K
INDA
Ishares Msci India Index Fund

ETFs
975
+ 9.78%
$47.8 - $53.4 $46.6K - $52.1K
10.9K $563K
MA
Mastercard Inc

Financial Services
53
+ 12.77%
$504.67 - $576.31 $26.7K - $30.5K
468 $256K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.17K
+ 9.52%
$32.42 - $36.13 $70.3K - $78.4K
25K $823K
MU
Micron Technology Inc

Technology
283
+ 8.91%
$86.89 - $109.38 $24.6K - $31K
3.46K $300K
SHW
Sherwin Williams CO

Basic Materials
51
+ 7.02%
$330.16 - $365.55 $16.8K - $18.6K
778 $271K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.03%
$206.54 - $226.16 $207 - $226
2.98K $652K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.14%
$68.32 - $75.06 $410 - $450
4.16K $311K
XLC
Select Sector Spdr Tr Communic

ETFs
227
+ 4.26%
$94.84 - $105.31 $21.5K - $23.9K
5.56K $535K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
276
+ 0.75%
$59.78 - $60.03 $16.5K - $16.6K
36.9K $2.21M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
811
+ 3.93%
$16.18 - $17.82 $13.1K - $14.5K
21.4K $359K
MS
Morgan Stanley

Financial Services
242
+ 14.22%
$111.68 - $141.08 $27K - $34.1K
1.94K $226K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
628
+ 5.95%
$14.22 - $14.83 $8.93K - $9.31K
11.2K $161K
WFC
Wells Fargo & Company

Financial Services
50
+ 1.39%
$66.78 - $81.42 $3.34K - $4.07K
3.64K $261K
AOR
Ishares Tr Core Growth Allocat

ETFs
128
+ 1.35%
$56.63 - $59.39 $7.25K - $7.6K
9.64K $554K
XLB
Select Sector Spdr Fd Material

ETFs
11
+ 0.29%
$83.19 - $90.99 $915 - $1K
3.82K $328K
FISV
Fiserv Inc

Technology
59
+ 1.82%
N/A
3.3K $413K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.4K
+ 5.57%
$48.06 - $53.73 $67.1K - $75.1K
26.5K $1.29M
JHPI
John Hancock ETF Preferred Inc

ETFs
358
+ 1.0%
$22.23 - $22.87 $7.96K - $8.19K
36.1K $809K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
38
+ 1.42%
$93.32 - $95.35 $3.55K - $3.62K
2.72K $254K
WBD
Warner Bros. Discovery, Inc.

Communication Services
284
+ 2.29%
$9.47 - $11.46 $2.69K - $3.25K
12.7K $135K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
22
+ 0.34%
$51.94 - $55.24 $1.14K - $1.22K
6.58K $350K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
34
+ 0.26%
$7.89 - $8.07 $268 - $274
13.2K $105K
XLP
Consumer Staples Sector Spdr

ETFs
11
+ 0.15%
N/A
7.25K $551K
Annaly Capital Management In
876
+ 4.35%
N/A
21K $0
Innovator Etfs Trust
140
+ 0.9%
N/A
15.6K $0
SFLR
Innovator Etfs Tr Equity Manag
16.5K
+ 41.79%
N/A
56K $0
CGMS
Capital Grp Core Plus Income E
74
+ 0.67%
N/A
11.1K $0
ADBE
Adobe Inc.

Technology
77
+ 16.11%
$377.84 - $464.11 $29.1K - $35.7K
555 $212K
XTEN
Bondbloxx ETF Tr Bloomberg 10
8.41K
New
N/A
8.41K $0
T Rowe Price ETF Inc
20.5K
+ 13.12%
N/A
177K $0
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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