Beacon Financial Advisory LLC Incresed Positions in Q3 2025

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.86K
+ 7.5%
$202.38 - $256.87 $579K - $735K
41K $10.5M
CGDV
Capital Group Divid Value ETF

ETFs
9.12K
+ 2.32%
$39.59 - $42.21 $361K - $385K
402K $16.9M
TSLA
Tesla, Inc.

Consumer Cyclical
118
+ 1.29%
$293.94 - $444.72 $34.7K - $52.5K
9.26K $4.12M
MRK
Merck & Co., Inc.

Healthcare
13.8K
+ 204.52%
$77.6 - $87.37 $1.07M - $1.2M
20.5K $1.72M
GOOGL
Alphabet Inc.

Communication Services
1.95K
+ 19.19%
$174.36 - $254.72 $341K - $497K
12.1K $2.95M
XOM
Exxon Mobil Corp

Energy
8.24K
+ 53.4%
$105.83 - $117.22 $872K - $966K
23.7K $2.67M
AVGO
Broadcom Inc.

Technology
2.35K
+ 55.63%
$264.74 - $369.57 $622K - $868K
6.57K $2.17M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8.22K
+ 126.65%
$107.5 - $115.86 $884K - $953K
14.7K $1.68M
PG
Procter & Gamble CO

Consumer Defensive
6.08K
+ 178.17%
$150.47 - $161.22 $915K - $980K
9.49K $1.46M
PLD
Prologis, Inc.

Real Estate
7.56K
+ 178.24%
$104.08 - $115.35 $787K - $872K
11.8K $1.35M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.44K
+ 2.39%
$53.81 - $57.52 $239K - $256K
190K $11M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.74K
+ 9.02%
$40.2 - $44.58 $392K - $434K
118K $5.17M
STX
Seagate Technology Holdings PLC

Technology
8
+ 0.1%
$142.01 - $236.06 $1.14K - $1.89K
8.01K $1.89M
XLG
Invesco Exchange Traded Fd Tr

ETFs
11.6K
+ 92.49%
$51.78 - $57.89 $600K - $671K
24.1K $1.39M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.9K
+ 12.98%
$50.47 - $50.74 $651K - $654K
112K $5.69M
JPM
Jpmorgan Chase & CO

Financial Services
968
+ 7.36%
$282.78 - $316.06 $274K - $306K
14.1K $4.45M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
5.54K
+ 65.51%
$85.43 - $92.81 $474K - $515K
14K $1.29M
ABBV
Abb Vie Inc.

Healthcare
626
+ 6.83%
$184.85 - $231.54 $116K - $145K
9.8K $2.27M
FVD
First Tr Value Line Divid Inde

ETFs
4K
+ 1.66%
$44.73 - $46.86 $179K - $187K
245K $11.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.59K
+ 2.18%
$55.61 - $57.37 $422K - $435K
355K $20.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.8K
+ 21.04%
$49.05 - $49.99 $481K - $490K
56.4K $2.81M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.05K
+ 6.29%
$72.65 - $78.68 $222K - $240K
51.6K $4.04M
FDL
First Tr Morningstar Dividend

ETFs
10.3K
+ 44.23%
$41.96 - $44.59 $433K - $460K
33.7K $1.46M
PLTR
Palantir Technologies Inc.

Technology
46
+ 0.56%
$130.68 - $186.97 $6.01K - $8.6K
8.27K $1.51M
VTV
Vanguard Value ETF

ETFs
1.05K
+ 5.48%
$175.51 - $186.57 $184K - $196K
20.2K $3.77M
DGRO
Ishares Core Dividend Growth E

ETFs
2.01K
+ 3.61%
$64.12 - $68.08 $129K - $137K
57.8K $3.93M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.59K
+ 54.07%
$50.85 - $51.35 $335K - $338K
18.8K $961K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.29K
+ 11.31%
$54.35 - $59.32 $179K - $195K
32.4K $1.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 0.53%
$617.65 - $666.84 $21K - $22.7K
6.41K $4.27M
ETN
Eaton Corp PLC

Industrials
706
+ 36.5%
$342.99 - $392.76 $242K - $277K
2.64K $988K
QQQ
Invesco Qqq Trust, Series 1

ETFs
266
+ 9.82%
$546.99 - $602.2 $145K - $160K
2.98K $1.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 0.06%
$182.33 - $194.5 $2.37K - $2.53K
22.2K $4.32M
GLDM
World Gold Trust

ETFs
2.54K
+ 42.78%
$64.73 - $76.45 $164K - $194K
8.48K $648K
RSP
Invesco S&P 500 Equal Weight E

ETFs
938
+ 9.73%
$181.56 - $190.33 $170K - $179K
10.6K $2.01M
GOOG
Alphabet Inc.

Communication Services
81
+ 2.32%
$175.16 - $255.24 $14.2K - $20.7K
3.57K $870K
MCD
Mcdonalds Corp

Consumer Cyclical
489
+ 6.76%
$291.67 - $316.99 $143K - $155K
7.72K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
377
+ 20.05%
$357.4 - $423.42 $135K - $160K
2.26K $914K
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 0.34%
$420.11 - $472.68 $6.3K - $7.09K
4.43K $2.08M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.03K
+ 7.66%
$35.76 - $37.93 $108K - $115K
42.5K $1.61M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.04%
$656.44 - $753.15 $656 - $753
2.34K $1.74M
CGGO
Capital Group Global Growth Eq

ETFs
2.36K
+ 4.52%
$31.71 - $34.17 $74.7K - $80.5K
54.6K $1.86M
IAU
Ishares Gold Trust

ETFs
1.2K
+ 11.65%
$61.62 - $72.77 $73.9K - $87.3K
11.5K $835K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.19%
$696.56 - $806.32 $2.79K - $3.23K
2.16K $1.72M
FE
Firstenergy Corp

Utilities
36
+ 0.11%
$39.76 - $45.82 $1.43K - $1.65K
33.3K $1.53M
ACMR
Acm Research, Inc.

Technology
10
+ 0.07%
$23.92 - $39.13 $239 - $391
14.1K $549K
PAVE
Global X Fds Us Infrastructure

ETFs
884
+ 2.6%
$44.02 - $47.63 $38.9K - $42.1K
34.9K $1.66M
NEAR
Blackrock Short Maturity Bond

ETFs
3.43K
+ 73.94%
$50.8 - $51.32 $174K - $176K
8.06K $413K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.67K
+ 23.12%
$97.75 - $100.75 $164K - $169K
8.91K $893K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.21K
+ 63.87%
$121.46 - $130.92 $147K - $159K
3.11K $404K
Activity Summary
Buys All Purchases 233 New Holdings 35 Increased Positions 198 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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