Beacon Financial Advisory LLC Incresed Positions in Q1 2025

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
38.9K
+ 109.0%
$50.39 - $50.66 $1.96M - $1.97M
74.6K $3.78M
CGDV
Capital Group Divid Value ETF

ETFs
43.2K
+ 13.23%
$34.95 - $37.36 $1.51M - $1.62M
370K $13.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.4K
+ 55.53%
$50.48 - $51.04 $980K - $991K
54.4K $2.76M
DGRO
Ishares Core Dividend Growth E

ETFs
15K
+ 41.54%
$60.46 - $64.42 $909K - $969K
51.2K $3.16M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
16.4K
+ 176.04%
$48.31 - $49.23 $792K - $807K
25.7K $1.26M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
13.9K
+ 141.0%
$58.38 - $64.16 $811K - $891K
23.7K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
32.8K
+ 193.95%
$24.91 - $29.02 $818K - $953K
49.8K $1.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
22.1K
+ 35.7%
$33.98 - $39.84 $752K - $882K
84.1K $2.88M
USVM
Victory Portfolios Ii Victorys

ETFs
9.62K
+ 25.38%
$76.56 - $88.03 $736K - $847K
47.5K $3.74M
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.7K
+ 100.92%
$32.57 - $35.82 $545K - $599K
33.3K $1.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.32K
+ 72.89%
$78.0 - $84.37 $493K - $533K
15K $1.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
16.2K
+ 62.54%
$32.49 - $37.99 $526K - $615K
42.1K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 24.47%
$554.06 - $615.85 $584K - $649K
5.36K $3.01M
VTV
Vanguard Value ETF

ETFs
2.35K
+ 15.16%
$167.73 - $179.21 $394K - $421K
17.8K $3.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.28K
+ 18.54%
$36.91 - $41.03 $306K - $340K
52.9K $2.1M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
8.75K
+ 70.32%
$48.29 - $51.95 $422K - $454K
21.2K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
411
+ 15.28%
$442.66 - $534.52 $182K - $220K
3.1K $1.65M
V
Visa Inc.

Financial Services
345
+ 4.33%
$306.92 - $362.71 $106K - $125K
8.32K $2.91M
CGGO
Capital Group Global Growth Eq

ETFs
14.5K
+ 47.59%
$28.33 - $30.84 $410K - $446K
44.9K $1.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
894
+ 59.88%
$468.34 - $539.52 $419K - $482K
2.39K $1.12M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.99K
+ 38.04%
$42.36 - $43.8 $296K - $306K
25.4K $1.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.7K
+ 97.82%
$27.01 - $28.54 $289K - $306K
21.7K $605K
DFIV
Dimensional ETF Tr

ETFs
6.68K
+ 88.36%
$35.33 - $40.77 $236K - $272K
14.2K $560K
ABBV
Abb Vie Inc.

Healthcare
63
+ 0.72%
$169.2 - $216.66 $10.7K - $13.6K
8.77K $1.84M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
216
+ 4.23%
$80.53 - $147.57 $17.4K - $31.9K
5.32K $703K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.6K
+ 22.46%
$169.43 - $182.84 $271K - $292K
8.71K $1.51M
KO
Coca Cola CO

Consumer Defensive
81
+ 0.31%
$60.81 - $72.32 $4.93K - $5.86K
26.6K $1.9M
JNJ
Johnson & Johnson

Healthcare
474
+ 5.81%
$142.06 - $167.7 $67.3K - $79.5K
8.63K $1.43M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
13.3K
+ 29.5%
$18.54 - $18.88 $247K - $252K
58.5K $1.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.56K
+ 2.0%
$56.17 - $59.71 $369K - $392K
334K $19.1M
IVE
Ishares S&P 500 Value ETF

ETFs
1.18K
+ 31.9%
$185.78 - $198.58 $218K - $234K
4.86K $926K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
4.92K
+ 50.32%
$42.64 - $44.05 $210K - $217K
14.7K $644K
PLTR
Palantir Technologies Inc.

Technology
2.13K
+ 47.6%
$64.98 - $124.62 $139K - $266K
6.61K $558K
XOM
Exxon Mobil Corp

Energy
744
+ 7.13%
$105.44 - $118.93 $78.4K - $88.5K
11.2K $1.33M
MDT
Medtronic PLC

Healthcare
1.02K
+ 11.03%
$79.84 - $94.5 $81.5K - $96.5K
10.3K $923K
AEP
American Electric Power CO Inc

Utilities
133
+ 1.36%
$90.32 - $109.27 $12K - $14.5K
9.95K $1.09M
OEF
Ishares S&P 100 ETF

ETFs
640
+ 27.41%
N/A
2.98K $791K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.34K
+ 13.53%
$22.46 - $23.26 $142K - $148K
53.2K $1.23M
GE
General Electric CO

Industrials
629
+ 52.42%
$168.59 - $212.13 $106K - $133K
1.83K $366K
META
Meta Platforms, Inc.

Communication Services
351
+ 12.7%
$576.36 - $736.67 $202K - $259K
3.12K $1.8M
MO
Altria Group, Inc.

Consumer Defensive
40
+ 0.19%
$50.81 - $60.02 $2.03K - $2.4K
20.8K $1.25M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.69K
+ 74.27%
$25.35 - $27.46 $144K - $156K
13.4K $353K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.53K
+ 7.21%
$44.72 - $46.25 $113K - $117K
37.6K $1.73M
VZ
Verizon Communications Inc

Communication Services
215
+ 0.84%
$37.81 - $46.49 $8.13K - $10K
25.7K $1.17M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3K
+ 65.69%
$48.02 - $53.02 $144K - $159K
7.55K $374K
IAU
Ishares Gold Trust

ETFs
1.48K
+ 25.4%
$49.74 - $58.96 $73.4K - $87K
7.29K $429K
NFLX
Netflix Inc

Communication Services
93
+ 7.24%
$828.4 - $1058.6 $77K - $98.4K
1.38K $1.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.89K
+ 33.4%
$102.49 - $119.96 $194K - $227K
7.55K $789K
IGRO
Ishares Tr International Divid

ETFs
1.31K
+ 13.96%
$66.91 - $73.87 $87.7K - $96.8K
10.7K $774K
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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