Beacon Financial Advisory LLC Incresed Positions in Q4 2024

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.24K
+ 13.65%
$55.45 - $61.08 $68.5K - $75.4K
10.3K $570K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.62K
+ 228.82%
$26.93 - $84.95 $205K - $647K
11K $299K
CGUS
Capital Group Core Equity ETF
46
+ 0.2%
$33.96 - $36.24 $1.56K - $1.67K
22.6K $789K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
630
+ 4.01%
$47.58 - $48.56 $30K - $30.6K
16.3K $780K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
2.78K
+ 20.94%
$6.37 - $7.15 $17.7K - $19.8K
16K $106K
BJAN
Innovator U.S. Equity Buffer E

ETFs
105
+ 1.58%
$46.38 - $47.95 $4.87K - $5.03K
6.75K $323K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
349
+ 7.54%
$96.64 - $101.23 $33.7K - $35.3K
4.98K $482K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.01K
+ 17.93%
$7.83 - $8.16 $15.7K - $16.4K
13.2K $103K
ABT
Abbott Laboratories

Healthcare
125
+ 7.1%
$111.93 - $119.39 $14K - $14.9K
1.89K $213K
IAPR
Innovator Etfs Tr Internationa

ETFs
1.05K
+ 10.77%
$26.66 - $28.18 $27.9K - $29.4K
10.7K $286K
PFFA
Etfis Ser Tr I

ETFs
1.37K
+ 6.38%
$21.82 - $23.21 $29.9K - $31.8K
22.9K $501K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4
+ 0.16%
$81.6 - $90.89 $326 - $364
2.5K $214K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
135
+ 2.44%
$113.92 - $127.38 $15.4K - $17.2K
5.66K $652K
DVY
Ishares Tr

ETFs
258
+ 3.33%
$129.55 - $143.41 $33.4K - $37K
8K $1.05M
FISV
Fiserv Inc

Technology
27
+ 0.84%
N/A
3.24K $406K
DFAI
Dimensional ETF Tr

ETFs
1.01K
+ 10.19%
$29.0 - $31.6 $29.3K - $31.9K
10.9K $318K
OXLC
Oxford Lane Capital Corp.

Financial Services
863
+ 5.29%
$5.05 - $5.45 $4.36K - $4.7K
17.2K $87K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.22%
$563.99 - $620.12 $2.26K - $2.48K
1.85K $1.05M
XLP
Consumer Staples Sector Spdr

ETFs
17
+ 0.24%
N/A
7.24K $550K
ORCL
Oracle Corp

Technology
96
+ 2.24%
$165.41 - $192.43 $15.9K - $18.5K
4.39K $731K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
48
+ 0.46%
$14.28 - $14.81 $685 - $711
10.6K $151K
Worthington Stl Inc
5
+ 0.07%
N/A
6.76K $0
Pimco ETF Tr
72.2K
+ 38.64%
N/A
259K $0
Tidal Tr Ii
60
+ 0.62%
N/A
9.78K $0
T Rowe Price ETF Inc
23K
+ 17.23%
N/A
156K $0
Wisdomtree Tr
3
+ 0.07%
N/A
4.56K $0
ILCG
Ishares Morningstar Growth ETF
69
+ 0.35%
N/A
19.6K $0
Innovator Etfs Trust
767
+ 5.72%
N/A
14.2K $0
SFLR
Innovator Etfs Tr Equity Manag
7.45K
+ 23.25%
N/A
39.5K $0
Innovator Etfs Trust
2.26K
+ 17.09%
N/A
15.5K $0
PDEC
Innovator U.S. Equity Power Bu
5.6K
+ 92.96%
N/A
11.6K $0
Blackrock ETF Trust Ii
2.18K
+ 36.83%
N/A
8.1K $0
CGMS
Capital Grp Core Plus Income E
819
+ 8.05%
N/A
11K $0
Annaly Capital Management In
1.98K
+ 10.89%
N/A
20.1K $0
Ark 21 Shares Bitcoin ETF
1.35K
+ 35.65%
N/A
5.13K $0
Calamos ETF Tr
8.33K
+ 10.39%
N/A
88.5K $0
Capital Group Core Balanced
2.14K
+ 10.75%
N/A
22.1K $0
AOR
Ishares Tr Core Growth Allocat

ETFs
256
+ 2.77%
$57.32 - $59.66 $14.7K - $15.3K
9.51K $545K
JHPI
John Hancock ETF Preferred Inc

ETFs
919
+ 2.64%
$22.46 - $23.34 $20.6K - $21.4K
35.8K $805K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
23
+ 0.35%
$53.0 - $55.5 $1.22K - $1.28K
6.56K $348K
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.19%
$117.09 - $123.07 $585 - $615
2.65K $310K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
247
+ 2.19%
$88.59 - $94.57 $21.9K - $23.4K
11.5K $1.02M
IWS
Ishares Russell Midcap Value E

ETFs
10
+ 0.38%
$128.08 - $140.32 $1.28K - $1.4K
2.67K $344K
HPQ
Hp Inc

Technology
1.94K
+ 8.77%
$32.46 - $39.3 $62.8K - $76K
24K $783K
SHEL
Shell PLC

Energy
36
+ 0.93%
$60.63 - $70.23 $2.18K - $2.53K
3.93K $246K
PGR
Progressive Corp

Financial Services
29
+ 2.27%
$239.6 - $268.88 $6.95K - $7.8K
1.31K $313K
VBR
Vanguard Small Cap Value ETF

ETFs
16
+ 0.29%
$197.36 - $217.3 $3.16K - $3.48K
5.45K $1.08M
XLI
Industrial Sector Spdr

ETFs
15
+ 0.36%
$131.76 - $143.99 $1.98K - $2.16K
4.18K $550K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
208
+ 1.58%
$41.17 - $43.34 $8.56K - $9.01K
13.4K $554K
Activity Summary
Buys All Purchases 200 New Holdings 16 Increased Positions 184 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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