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
MGK
Vanguard Mega Cap Growth ETF

ETFs
545
+ 53.8%
$307.43 - $357.48 $168K - $195K
1.56K $481K
DUK
Duke Energy Corp

Utilities
25
+ 0.27%
$105.87 - $121.97 $2.65K - $3.05K
9.17K $1.12M
PFE
Pfizer Inc

Healthcare
7.07K
+ 17.1%
$25.01 - $27.13 $177K - $192K
48.4K $1.23M
IEMG
Ishares Inc

ETFs
2.38K
+ 41.89%
N/A
8.06K $432K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4.49K
+ 51.2%
$26.64 - $27.14 $120K - $122K
13.3K $355K
PDI
Pimco Dynamic Income Fund

Financial Services
3.4K
+ 9.95%
$18.51 - $20.05 $62.9K - $68.1K
37.5K $742K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
735
+ 5.55%
$126.11 - $135.06 $92.7K - $99.3K
14K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
230
+ 2.38%
$225.19 - $279.95 $51.8K - $64.4K
9.89K $2.43M
XLF
Financial Sector Spdr

ETFs
1.63K
+ 10.2%
$47.32 - $52.19 $76.9K - $84.9K
17.6K $874K
VOE
Vanguard Mid Cap Value Index F

ETFs
654
+ 27.46%
$156.61 - $168.02 $102K - $110K
3.04K $487K
PAYX
Paychex Inc

Industrials
30
+ 0.46%
$136.06 - $154.52 $4.08K - $4.64K
6.49K $1M
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 10.14%
$890.62 - $1076.86 $65.9K - $79.7K
804 $760K
LLY
Eli Lilly & CO

Healthcare
92
+ 32.86%
$725.72 - $929.72 $66.8K - $85.5K
372 $307K
IBM
International Business Machines Corp

Technology
172
+ 12.3%
$217.4 - $264.74 $37.4K - $45.5K
1.57K $390K
PGR
Progressive Corp

Financial Services
88
+ 6.73%
$235.61 - $291.22 $20.7K - $25.6K
1.4K $395K
VUG
Vanguard Growth ETF

ETFs
497
+ 19.17%
$369.1 - $427.61 $183K - $213K
3.09K $1.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
795
+ 24.27%
$67.08 - $76.14 $53.3K - $60.5K
4.07K $299K
WOR
Worthington Industries Inc

Industrials
79
+ 1.17%
$38.95 - $51.6 $3.08K - $4.08K
6.83K $342K
RDVY
First Trust Rising Dividend Ac

ETFs
1.34K
+ 7.72%
$57.22 - $63.39 $76.8K - $85.1K
18.7K $1.1M
AMGN
Amgen Inc

Healthcare
88
+ 11.38%
$258.59 - $327.36 $22.8K - $28.8K
861 $268K
QCOM
Qualcomm Inc

Technology
385
+ 3.94%
$151.94 - $175.86 $58.5K - $67.7K
10.2K $1.56M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
791
+ 26.31%
$91.68 - $109.93 $72.5K - $87K
3.8K $355K
MSFT
Microsoft Corp

Technology
1.36K
+ 13.77%
$375.39 - $447.2 $510K - $608K
11.2K $4.21M
IYK
Ishares U.S. Consumer Staples

ETFs
337
+ 6.41%
$63.29 - $71.8 $21.3K - $24.2K
5.6K $400K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.5K
+ 14.62%
$41.09 - $43.24 $61.6K - $64.9K
11.8K $487K
MPW
Medical Properties Trust Inc

Real Estate
2.39K
+ 13.4%
$3.83 - $6.21 $9.14K - $14.8K
20.2K $121K
PG
Procter & Gamble CO

Consumer Defensive
242
+ 8.46%
$158.56 - $176.26 $38.4K - $42.7K
3.1K $528K
CL
Colgate Palmolive CO

Consumer Defensive
197
+ 1.81%
$85.68 - $97.5 $16.9K - $19.2K
11.1K $1.04M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
358
+ 12.37%
$97.25 - $104.79 $34.8K - $37.5K
3.25K $337K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.59K
+ 6.09%
$64.88 - $72.1 $233K - $259K
62.5K $4.11M
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 0.67%
$89.14 - $117.41 $1.34K - $1.76K
2.25K $252K
DE
Deere & CO

Industrials
44
+ 8.71%
$408.57 - $509.27 $18K - $22.4K
549 $257K
SHEL
Shell PLC

Energy
21
+ 0.53%
$62.84 - $73.29 $1.32K - $1.54K
3.95K $289K
TTWO
Take Two Interactive Software Inc

Communication Services
21
+ 1.37%
$178.61 - $217.95 $3.75K - $4.58K
1.56K $322K
DOW
Dow Inc.

Basic Materials
3.72K
+ 21.56%
$34.36 - $41.92 $128K - $156K
21K $733K
INDA
Ishares Msci India Index Fund

ETFs
975
+ 9.78%
$47.8 - $53.4 $46.6K - $52.1K
10.9K $563K
MA
Mastercard Inc

Financial Services
53
+ 12.77%
$504.67 - $576.31 $26.7K - $30.5K
468 $256K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.17K
+ 9.52%
$32.42 - $36.13 $70.3K - $78.4K
25K $823K
MU
Micron Technology Inc

Technology
283
+ 8.91%
$86.89 - $109.38 $24.6K - $31K
3.46K $300K
SHW
Sherwin Williams CO

Basic Materials
51
+ 7.02%
$330.16 - $365.55 $16.8K - $18.6K
778 $271K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.03%
$206.54 - $226.16 $207 - $226
2.98K $652K
XLC
Select Sector Spdr Tr Communic

ETFs
227
+ 4.26%
$94.84 - $105.31 $21.5K - $23.9K
5.56K $535K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.14%
$68.32 - $75.06 $410 - $450
4.16K $311K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
276
+ 0.75%
$59.78 - $60.03 $16.5K - $16.6K
36.9K $2.21M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
811
+ 3.93%
$16.18 - $17.82 $13.1K - $14.5K
21.4K $359K
MS
Morgan Stanley

Financial Services
242
+ 14.22%
$111.68 - $141.08 $27K - $34.1K
1.94K $226K
WFC
Wells Fargo & Company

Financial Services
50
+ 1.39%
$66.78 - $81.42 $3.34K - $4.07K
3.64K $261K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
628
+ 5.95%
$14.22 - $14.83 $8.93K - $9.31K
11.2K $161K
AOR
Ishares Tr Core Growth Allocat

ETFs
128
+ 1.35%
$56.63 - $59.39 $7.25K - $7.6K
9.64K $554K
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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