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
DFIV
Dimensional ETF Tr

ETFs
5.31K
+ 37.25%
$34.67 - $43.21 $184K - $229K
19.5K $837K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
853
+ 9.02%
$40.51 - $71.03 $34.6K - $60.6K
10.3K $724K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.33K
+ 52.85%
$40.94 - $52.1 $177K - $226K
12.5K $652K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.25K
+ 54.27%
$23.4 - $29.68 $170K - $215K
20.6K $611K
IBM
International Business Machines Corp

Technology
602
+ 38.34%
$221.03 - $294.78 $133K - $177K
2.17K $640K
RSP
Invesco S&P 500 Equal Weight E

ETFs
930
+ 10.68%
$152.93 - $181.74 $142K - $169K
9.64K $1.75M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5K
+ 90.91%
$38.29 - $44.77 $191K - $224K
10.5K $470K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
11.6K
+ 19.87%
$17.99 - $18.99 $209K - $221K
70.2K $1.33M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.83K
+ 85.28%
$82.21 - $83.12 $233K - $235K
6.15K $509K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.26K
+ 45.51%
$96.84 - $99.46 $219K - $225K
7.24K $717K
ITOT
Ishares Core S&P Total U.S. St

ETFs
506
+ 4.35%
$108.12 - $135.04 $54.7K - $68.3K
12.1K $1.64M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.72K
+ 12.12%
$41.3 - $47.52 $112K - $129K
25.2K $1.19M
IAU
Ishares Gold Trust

ETFs
3K
+ 41.16%
$56.1 - $64.74 $168K - $194K
10.3K $641K
COST
Costco Wholesale Corp

Consumer Defensive
171
+ 21.27%
$908.13 - $1056.85 $155K - $181K
975 $965K
XLK
Technology Sector Spdr

ETFs
2
+ 0.05%
$179.73 - $253.23 $359 - $506
4.01K $1.02M
INDA
Ishares Msci India Index Fund

ETFs
2.33K
+ 21.26%
$49.13 - $55.86 $114K - $130K
13.3K $739K
BNDX
Vanguard Total International B

ETFs
3.33K
+ 62.03%
$48.77 - $49.55 $163K - $165K
8.71K $431K
SPOT
Spotify Technology S.A.

Communication Services
107
+ 26.62%
$503.3 - $775.9 $53.9K - $83K
509 $390K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
621
+ 13.65%
$82.32 - $112.47 $51.1K - $69.8K
5.17K $581K
IVE
Ishares S&P 500 Value ETF

ETFs
689
+ 14.17%
$168.34 - $195.42 $116K - $135K
5.55K $1.08M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.6K
+ 39.34%
$65.84 - $80.81 $105K - $129K
5.67K $454K
VIG
Vanguard Dividend Appreciation

ETFs
821
+ 3.14%
N/A
27K $4.91M
WMT
Walmart Inc.

Consumer Defensive
259
+ 2.09%
$81.79 - $99.98 $21.2K - $25.9K
12.6K $1.23M
CAT
Caterpillar Inc

Industrials
85
+ 4.3%
$273.94 - $388.21 $23.3K - $33K
2.06K $801K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.04K
+ 27.86%
$24.32 - $27.87 $147K - $168K
27.7K $734K
UPS
United Parcel Service Inc

Industrials
2.25K
+ 20.31%
$91.92 - $110.2 $207K - $248K
13.3K $1.34M
VTI
Vanguard Total Stock Market Et

ETFs
282
+ 21.49%
$243.75 - $303.93 $68.7K - $85.7K
1.59K $484K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
479
+ 3.42%
$114.78 - $133.31 $55K - $63.9K
14.5K $1.93M
PWB
Invesco Exchange Traded Fd Tr

ETFs
125
+ 2.51%
$86.24 - $117.44 $10.8K - $14.7K
5.11K $599K
BWXT
Bwx Technologies, Inc.

Industrials
5
+ 0.2%
$89.24 - $144.06 $446 - $720
2.47K $356K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.69K
+ 8.8%
$22.68 - $23.28 $106K - $109K
57.9K $1.34M
WFC
Wells Fargo & Company

Financial Services
961
+ 26.42%
$60.98 - $80.12 $58.6K - $77K
4.6K $368K
QCOM
Qualcomm Inc

Technology
293
+ 2.88%
$124.66 - $159.48 $36.5K - $46.7K
10.5K $1.67M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.03K
+ 23.81%
$102.02 - $103.5 $105K - $107K
5.38K $553K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.2K
+ 25.46%
$33.46 - $38.01 $73.6K - $83.6K
10.8K $412K
ABT
Abbott Laboratories

Healthcare
697
+ 37.66%
$123.95 - $138.08 $86.4K - $96.2K
2.55K $346K
PLD
Prologis, Inc.

Real Estate
1.15K
+ 37.16%
$89.76 - $112.34 $103K - $129K
4.24K $445K
ADM
Archer Daniels Midland CO

Consumer Defensive
185
+ 1.01%
$41.79 - $54.16 $7.73K - $10K
18.5K $976K
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.85K
+ 23.87%
$34.48 - $39.76 $63.8K - $73.6K
9.6K $381K
WOR
Worthington Industries Inc

Industrials
5
+ 0.07%
$44.09 - $63.81 $220 - $319
6.83K $434K
MO
Altria Group, Inc.

Consumer Defensive
2.03K
+ 9.79%
$55.56 - $60.91 $113K - $124K
22.8K $1.34M
BAC
Bank Of America Corp

Financial Services
988
+ 13.06%
$34.39 - $47.46 $34K - $46.9K
8.55K $404K
IGRO
Ishares Tr International Divid

ETFs
223
+ 2.09%
$66.32 - $80.17 $14.8K - $17.9K
10.9K $861K
HD
Home Depot, Inc.

Consumer Cyclical
236
+ 14.36%
$335.24 - $380.78 $79.1K - $89.9K
1.88K $689K
AOR
Ishares Tr Core Growth Allocat

ETFs
760
+ 7.88%
$53.36 - $61.57 $40.6K - $46.8K
10.4K $640K
UBER
Uber Technologies, Inc

Technology
208
+ 7.08%
$64.62 - $93.3 $13.4K - $19.4K
3.15K $293K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
121
+ 8.29%
$171.4 - $227.1 $20.7K - $27.5K
1.58K $358K
IWR
Ishares Russell Mid Cap ETF

ETFs
103
+ 1.11%
$74.88 - $91.97 $7.71K - $9.47K
9.42K $866K
EMR
Emerson Electric CO

Industrials
77
+ 2.86%
$94.15 - $133.33 $7.25K - $10.3K
2.77K $369K
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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