Beacon Financial Advisory LLC Incresed Positions in Q4 2024

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
126K
+ 62.82%
$35.16 - $37.12 $4.43M - $4.68M
327K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
59
+ 0.81%
$213.65 - $479.86 $12.6K - $28.3K
7.36K $2.97M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.6K
+ 8.52%
$53.94 - $58.15 $733K - $790K
173K $9.75M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.3K
+ 123.02%
$50.62 - $50.97 $977K - $983K
35K $1.77M
USVM
Victory Portfolios Ii Victorys

ETFs
11K
+ 40.99%
$83.49 - $92.09 $920K - $1.01M
37.9K $3.19M
QCOM
Qualcomm Inc

Technology
5.73K
+ 141.55%
$150.4 - $178.04 $862K - $1.02M
9.78K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
386
+ 2.08%
$180.88 - $232.93 $69.8K - $89.9K
19K $4.16M
AAPL
Apple Inc.

Technology
275
+ 0.88%
$221.69 - $259.02 $61K - $71.2K
31.5K $7.89M
KO
Coca Cola CO

Consumer Defensive
11.7K
+ 78.47%
$61.74 - $71.71 $720K - $836K
26.5K $1.65M
NVDA
Nvidia Corp

Technology
996
+ 3.15%
$117.0 - $148.88 $117K - $148K
32.6K $4.37M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.61K
+ 14.61%
$94.43 - $105.47 $246K - $275K
20.4K $2.07M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.1K
+ 63.83%
$35.45 - $40.33 $358K - $407K
25.9K $928K
GOOGL
Alphabet Inc.

Communication Services
792
+ 9.24%
$161.86 - $196.66 $128K - $156K
9.36K $1.77M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.56K
+ 6.42%
$66.77 - $71.52 $237K - $254K
58.9K $4.06M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 1.9%
$205.18 - $250.29 $36.9K - $45.1K
9.66K $2.31M
AVGO
Broadcom Inc.

Technology
435
+ 13.93%
$159.67 - $250.0 $69.5K - $109K
3.56K $824K
IWF
Ishares Russell 1000 Gr ETF

ETFs
428
+ 10.19%
$370.24 - $418.94 $158K - $179K
4.63K $1.86M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.83K
+ 6.59%
$34.49 - $39.24 $132K - $150K
62K $2.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15K
+ 4.81%
$57.53 - $60.83 $865K - $915K
328K $18.8M
NFLX
Netflix Inc

Communication Services
11
+ 0.86%
$687.65 - $936.56 $7.56K - $10.3K
1.29K $1.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
72
+ 2.11%
$275.15 - $388.2 $19.8K - $28K
3.48K $1.19M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.61K
+ 43.92%
$42.79 - $44.9 $240K - $252K
18.4K $788K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
12.3K
+ 37.23%
$18.62 - $19.05 $228K - $234K
45.2K $845K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.26K
+ 14.95%
$49.03 - $53.35 $160K - $174K
25.1K $1.28M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 6.54%
$176.42 - $186.91 $222K - $235K
20.5K $3.64M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
2.93K
+ 42.3%
$59.58 - $63.93 $175K - $187K
9.85K $602K
C
Citigroup Inc

Financial Services
320
+ 1.52%
$61.31 - $72.5 $19.6K - $23.2K
21.4K $1.5M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.29K
+ 63.6%
$43.6 - $47.2 $187K - $203K
11K $482K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14K
+ 477.52%
$25.93 - $105.3 $363K - $1.47M
16.9K $471K
OEF
Ishares S&P 100 ETF

ETFs
618
+ 35.99%
N/A
2.34K $621K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
3.4K
+ 60.23%
$45.35 - $47.21 $154K - $161K
9.05K $420K
XLY
Select Sector Spdr Consumer Di

ETFs
115
+ 2.07%
$194.8 - $239.43 $22.4K - $27.5K
5.68K $1.27M
VUG
Vanguard Growth ETF

ETFs
226
+ 9.55%
$378.79 - $428.11 $85.6K - $96.8K
2.59K $1.06M
DIS
Walt Disney CO

Communication Services
207
+ 2.37%
$92.39 - $117.6 $19.1K - $24.3K
8.94K $995K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
2.92K
+ 30.72%
$48.43 - $52.86 $142K - $155K
12.4K $617K
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
WMT
Walmart Inc.

Consumer Defensive
188
+ 1.53%
$79.1 - $95.7 $14.9K - $18K
12.4K $1.12M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
3.4K
+ 53.35%
$43.02 - $45.21 $146K - $154K
9.79K $422K
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
MBB
Ishares Tr

ETFs
1.54K
+ 25.0%
$91.26 - $95.82 $141K - $148K
7.72K $707K
BP
Bp PLC

Energy
5.66K
+ 18.88%
$28.16 - $33.14 $159K - $188K
35.6K $1.05M
MSFT
Microsoft Corp

Technology
456
+ 4.84%
$406.35 - $454.46 $185K - $207K
9.87K $4.16M
SPY
Spdr S&P 500 ETF Trust

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