Beacon Financial Advisory LLC Incresed Positions in Q2 2025

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.57K
+ 22.92%
$354.56 - $497.45 $912K - $1.28M
13.8K $6.86M
NVDA
Nvidia Corp

Technology
5.77K
+ 19.58%
$94.31 - $157.99 $544K - $911K
35.2K $5.57M
CGDV
Capital Group Divid Value ETF

ETFs
22.6K
+ 6.11%
$31.93 - $39.49 $722K - $893K
393K $15.5M
LECO
Lincoln Electric Holdings Inc

Industrials
9.6K
+ 429.96%
$167.18 - $211.38 $1.61M - $2.03M
11.8K $2.45M
CGGR
Capital Group Growth ETF Shs C

ETFs
23.8K
+ 28.31%
$30.53 - $40.65 $727K - $968K
108K $4.39M
JPM
Jpmorgan Chase & CO

Financial Services
3.26K
+ 32.97%
$210.28 - $289.91 $686K - $945K
13.1K $3.81M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.7K
+ 33.12%
$50.36 - $50.68 $1.24M - $1.25M
99.4K $5.04M
FE
Firstenergy Corp

Utilities
27K
+ 425.48%
$38.31 - $43.17 $1.03M - $1.16M
33.3K $1.34M
CVX
Chevron Corp

Energy
7.69K
+ 572.52%
$133.73 - $168.51 $1.03M - $1.3M
9.03K $1.29M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
20.9K
+ 81.26%
$48.5 - $49.35 $1.01M - $1.03M
46.6K $2.29M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.05K
+ 4.52%
$45.88 - $54.4 $369K - $438K
186K $10.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 4.71%
$167.32 - $223.3 $169K - $226K
22.5K $4.93M
AAPL
Apple Inc.

Technology
6.08K
+ 18.95%
$172.42 - $223.89 $1.05M - $1.36M
38.2K $7.83M
FDL
First Tr Morningstar Dividend

ETFs
16.6K
+ 247.09%
$38.19 - $43.19 $635K - $718K
23.3K $977K
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.4K
+ 4.01%
$51.14 - $57.0 $685K - $763K
348K $19.8M
ORCL
Oracle Corp

Technology
1.19K
+ 24.9%
$122.82 - $218.63 $146K - $260K
5.97K $1.31M
NFLX
Netflix Inc

Communication Services
43
+ 3.12%
$855.86 - $1339.13 $36.8K - $57.6K
1.42K $1.9M
EFV
Msci Eafe Value ETF

ETFs
8.3K
+ 42.53%
$52.4 - $64.65 $435K - $537K
27.8K $1.77M
META
Meta Platforms, Inc.

Communication Services
131
+ 4.21%
$484.66 - $738.09 $63.5K - $96.7K
3.25K $2.4M
T
At&T Inc.

Communication Services
19.6K
+ 66.93%
$26.33 - $28.94 $515K - $566K
48.8K $1.41M
FSK
Fs Kkr Capital Corp

Financial Services
27.9K
+ 43.28%
$17.95 - $21.5 $500K - $599K
92.2K $1.91M
PLTR
Palantir Technologies Inc.

Technology
1.61K
+ 24.34%
$74.01 - $144.25 $119K - $232K
8.22K $1.12M
GE
General Electric CO

Industrials
1.55K
+ 84.64%
$166.81 - $257.39 $258K - $398K
3.38K $869K
AVGO
Broadcom Inc.

Technology
82
+ 1.98%
$146.29 - $275.65 $12K - $22.6K
4.22K $1.16M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.1K
+ 26.27%
$29.52 - $35.31 $326K - $391K
53.2K $1.88M
DIS
Walt Disney CO

Communication Services
1.69K
+ 18.74%
$81.72 - $124.01 $138K - $209K
10.7K $1.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
969
+ 4.57%
$152.42 - $182.82 $148K - $177K
22.2K $4.06M
IEMG
Ishares Inc

ETFs
7.76K
+ 96.25%
N/A
15.8K $848K
DGRO
Ishares Core Dividend Growth E

ETFs
4.52K
+ 8.83%
$55.22 - $63.94 $250K - $289K
55.7K $3.56M
CGGO
Capital Group Global Growth Eq

ETFs
7.31K
+ 16.28%
$25.31 - $32.17 $185K - $235K
52.2K $1.67M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
8.41K
+ 35.29%
$37.73 - $43.54 $317K - $366K
32.2K $1.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
322
+ 13.49%
$416.06 - $551.64 $134K - $178K
2.71K $1.49M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.83K
+ 82.67%
$68.32 - $85.57 $262K - $328K
8.46K $724K
ETN
Eaton Corp PLC

Industrials
730
+ 60.63%
$246.52 - $356.99 $180K - $261K
1.93K $690K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.69K
+ 70.93%
$83.67 - $109.12 $225K - $294K
6.49K $708K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.17K
+ 75.09%
$39.89 - $49.46 $246K - $305K
14.4K $711K
C
Citigroup Inc

Financial Services
442
+ 2.08%
$58.13 - $85.12 $25.7K - $37.6K
21.7K $1.85M
XOM
Exxon Mobil Corp

Energy
4.25K
+ 38.03%
$99.93 - $119.04 $425K - $506K
15.4K $1.66M
PM
Philip Morris International Inc.

Consumer Defensive
1.52K
+ 92.04%
$149.23 - $184.95 $226K - $280K
3.16K $575K
VTV
Vanguard Value ETF

ETFs
1.31K
+ 7.33%
$153.67 - $176.74 $201K - $231K
19.2K $3.39M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.21K
+ 18.66%
$29.36 - $35.56 $182K - $221K
39.5K $1.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.34K
+ 113.22%
$44.8 - $53.97 $239K - $288K
10.1K $542K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.87K
+ 10.8%
$49.79 - $50.75 $292K - $298K
60.3K $3.06M
NKE
Nike, Inc.

Consumer Cyclical
3.82K
+ 98.32%
$53.27 - $72.04 $203K - $275K
7.7K $546K
BJUN
Innovator U.S. Equity Buffer E

ETFs
7.61K
+ 66.73%
N/A
19K $743K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.65K
+ 10.02%
$43.53 - $54.46 $115K - $144K
29.1K $1.59M
VGT
Vanguard Information Technolog

ETFs
4
+ 0.17%
$470.37 - $663.28 $1.88K - $2.65K
2.34K $1.55M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
904
+ 56.86%
$180.84 - $240.32 $163K - $217K
2.49K $599K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.09K
+ 7.01%
$57.46 - $75.58 $62.6K - $82.3K
16.6K $1.26M
Activity Summary
Buys All Purchases 235 New Holdings 42 Increased Positions 193 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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