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
Capital Group Core Balanced
9.48K
+ 42.97%
N/A
31.5K $0
Ishares Bitcoin Trust ETF
819
+ 18.3%
N/A
5.29K $0
Goldman Sachs ETF Tr
5.94K
New
N/A
5.94K $0
Morgan Stanley ETF Trust
4.92K
New
N/A
4.92K $0
Fidelity Covington Trust
9.34K
New
N/A
9.34K $0
Pgim ETF Tr
8.96K
New
N/A
8.96K $0
Pimco ETF Tr
43.2K
+ 16.68%
N/A
302K $0
Goldman Sachs ETF Tr
5.75K
New
N/A
5.75K $0
EPI
Wisdomtree Tr India Earnings F

ETFs
762
+ 3.51%
$40.08 - $45.85 $30.5K - $34.9K
22.5K $981K
Blackrock ETF Trust Ii
2.16K
+ 26.69%
N/A
10.3K $0
Blackrock Inc
43
+ 21.94%
N/A
239 $0
Arista Networks Inc
132
+ 4.78%
N/A
2.89K $0
Ark 21 Shares Bitcoin ETF
184
+ 3.58%
N/A
5.32K $0
PFFA
Etfis Ser Tr I

ETFs
652
+ 2.85%
$21.21 - $22.3 $13.8K - $14.5K
23.5K $499K
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 1.31%
$122.59 - $135.24 $4.29K - $4.73K
2.7K $340K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.31K
+ 8.18%
$5.91 - $6.78 $7.75K - $8.9K
17.3K $102K
OXLC
Oxford Lane Capital Corp.

Financial Services
341
+ 1.98%
$4.3 - $5.17 $1.47K - $1.76K
17.5K $82K
HON
Honeywell International Inc

Industrials
44
+ 4.26%
$202.75 - $226.52 $8.92K - $9.97K
1.08K $227K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.3K
+ 15.93%
$47.25 - $67.02 $61.4K - $87.1K
9.46K $449K
IWF
Ishares Russell 1000 Gr ETF

ETFs
482
+ 10.41%
$360.07 - $417.26 $174K - $201K
5.11K $1.85M
IWP
Ishares Russell Mid Cap Growth

ETFs
28
+ 1.37%
$114.9 - $139.6 $3.22K - $3.91K
2.08K $243K
QUAL
Ishares Msci Usa Quality Facto

ETFs
755
+ 3.69%
$168.16 - $186.21 $127K - $141K
21.2K $3.63M
VBK
Vanguard Small Cap Growth ETF

ETFs
121
+ 6.56%
$247.97 - $296.33 $30K - $35.9K
1.97K $494K
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.07%
$85.71 - $101.2 $171 - $202
2.93K $258K
TGT
Target Corp

Consumer Defensive
1.1K
+ 24.6%
$103.65 - $142.5 $114K - $157K
5.59K $583K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.86%
$347.25 - $424.87 $10.4K - $12.7K
1.64K $602K
ITOT
Ishares Core S&P Total U.S. St

ETFs
394
+ 3.51%
$120.29 - $134.6 $47.4K - $53K
11.6K $1.42M
EXPE
Expedia Group, Inc.

Consumer Cyclical
15
+ 0.95%
$157.11 - $206.52 $2.36K - $3.1K
1.6K $268K
MAR
Marriott International Inc

Consumer Cyclical
37
+ 4.2%
$237.01 - $304.45 $8.77K - $11.3K
919 $218K
EMR
Emerson Electric CO

Industrials
57
+ 2.16%
$108.64 - $131.17 $6.19K - $7.48K
2.69K $295K
BOTZ
Global X Fds

ETFs
442
+ 3.08%
$28.46 - $34.53 $12.6K - $15.3K
14.8K $420K
IYW
Ishares Dj Us Tech ETF

ETFs
391
+ 7.54%
$140.44 - $166.79 $54.9K - $65.2K
5.58K $783K
SKYY
First Trust Cloud Computing Et

ETFs
280
+ 5.95%
$102.23 - $131.18 $28.6K - $36.7K
4.98K $509K
XSW
Spdr S&P Software & Services E

ETFs
151
+ 5.6%
$159.76 - $197.42 $24.1K - $29.8K
2.85K $454K
CAT
Caterpillar Inc

Industrials
22
+ 1.12%
$326.75 - $407.63 $7.19K - $8.97K
1.98K $652K
VGT
Vanguard Information Technolog

ETFs
204
+ 9.59%
$542.38 - $646.34 $111K - $132K
2.33K $1.26M
ORCL
Oracle Corp

Technology
395
+ 9.0%
$139.81 - $186.47 $55.2K - $73.7K
4.78K $668K
ETN
Eaton Corp PLC

Industrials
7
+ 0.58%
$271.83 - $371.23 $1.9K - $2.6K
1.2K $327K
AMZN
Amazon Com Inc

Consumer Cyclical
2.52K
+ 13.3%
$190.26 - $242.06 $480K - $610K
21.5K $4.09M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
865
+ 4.21%
$3.33 - $7.79 $2.88K - $6.74K
21.4K $71K
DIS
Walt Disney CO

Communication Services
71
+ 0.79%
$96.87 - $114.0 $6.88K - $8.09K
9.01K $888K
GOOG
Alphabet Inc.

Communication Services
174
+ 4.43%
$156.06 - $207.71 $27.2K - $36.1K
4.1K $640K
CRM
Salesforce, Inc.

Technology
81
+ 3.86%
$268.36 - $359.95 $21.7K - $29.2K
2.18K $585K
AVGO
Broadcom Inc.

Technology
584
+ 16.41%
$167.43 - $244.7 $97.8K - $143K
4.14K $693K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2
+ 0.07%
$200.77 - $270.08 $402 - $540
2.99K $599K
XLY
Select Sector Spdr Consumer Di

ETFs
23
+ 0.4%
$192.6 - $233.2 $4.43K - $5.36K
5.7K $1.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 0.57%
$551.42 - $612.93 $22.6K - $25.1K
7.25K $4.05M
GOOGL
Alphabet Inc.

Communication Services
790
+ 8.44%
$154.33 - $206.19 $122K - $163K
10.2K $1.57M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.01K
+ 2.9%
$51.45 - $58.51 $258K - $293K
178K $9.21M
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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