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
PFE
Pfizer Inc

Healthcare
5.23K
+ 10.79%
$21.59 - $24.84 $113K - $130K
53.7K $1.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.36K
+ 42.31%
$7.69 - $11.46 $41.2K - $61.4K
18K $206K
DFIC
Dimensional ETF Tr Dimensional

ETFs
14
+ 0.07%
$24.94 - $31.15 $349 - $436
21K $653K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
724
+ 1.99%
$36.25 - $42.28 $26.2K - $30.6K
37.1K $1.57M
MS
Morgan Stanley

Financial Services
110
+ 5.66%
$99.83 - $140.86 $11K - $15.5K
2.05K $289K
VZ
Verizon Communications Inc

Communication Services
2.71K
+ 10.54%
$41.67 - $45.62 $113K - $124K
28.4K $1.23M
FTCS
First Trust Capital Strength E

ETFs
480
+ 3.06%
$81.6 - $92.39 $39.2K - $44.3K
16.2K $1.47M
MRK
Merck & Co., Inc.

Healthcare
1.47K
+ 28.05%
$73.47 - $87.12 $108K - $128K
6.73K $532K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
228
+ 3.02%
$90.56 - $109.49 $20.6K - $25K
7.78K $850K
IAPR
Innovator Etfs Tr Internationa

ETFs
1.41K
+ 13.13%
$25.9 - $29.24 $36.5K - $41.3K
12.2K $355K
MA
Mastercard Inc

Financial Services
93
+ 19.87%
$479.92 - $590.74 $44.6K - $54.9K
561 $315K
MBB
Ishares Tr

ETFs
615
+ 8.8%
$91.41 - $94.22 $56.2K - $57.9K
7.6K $713K
OEF
Ishares S&P 100 ETF

ETFs
216
+ 7.26%
N/A
3.19K $848K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.88K
+ 18.08%
$13.96 - $16.51 $54.1K - $64K
25.3K $412K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
980
+ 7.14%
$47.89 - $48.65 $46.9K - $47.7K
14.7K $715K
PNC
Pnc Financial Services Group, Inc.

Financial Services
146
+ 6.41%
$149.76 - $186.42 $21.9K - $27.2K
2.42K $451K
GLDM
World Gold Trust

ETFs
366
+ 6.57%
$58.96 - $67.97 $21.6K - $24.9K
5.94K $389K
HON
Honeywell International Inc

Industrials
92
+ 8.55%
$182.86 - $232.88 $16.8K - $21.4K
1.17K $272K
BOND
Pimco Active Bond Exchange Tra

ETFs
510
+ 4.25%
$89.87 - $92.93 $45.8K - $47.4K
12.5K $1.15M
GLD
Spdr Gold Trust

ETFs
96
+ 12.2%
$273.71 - $316.29 $26.3K - $30.4K
883 $269K
DFAI
Dimensional ETF Tr

ETFs
527
+ 7.34%
$28.02 - $34.71 $14.8K - $18.3K
7.71K $266K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.37K
+ 10.35%
$25.27 - $27.14 $34.7K - $37.2K
14.6K $395K
LMT
Lockheed Martin Corp

Industrials
46
+ 4.7%
$430.82 - $486.45 $19.8K - $22.4K
1.02K $474K
DE
Deere & CO

Industrials
33
+ 6.01%
$412.99 - $531.48 $13.6K - $17.5K
582 $295K
CL
Colgate Palmolive CO

Consumer Defensive
738
+ 6.65%
$87.57 - $96.0 $64.6K - $70.8K
11.8K $1.08M
ACMR
Acm Research, Inc.

Technology
10
+ 0.07%
$18.33 - $26.51 $183 - $265
14K $363K
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.03%
$79.19 - $99.64 $79.2 - $99.6
2.93K $291K
LLY
Eli Lilly & CO

Healthcare
63
+ 16.94%
$713.71 - $898.95 $45K - $56.6K
435 $339K
F
Ford Motor CO

Consumer Cyclical
1.43K
+ 7.4%
$8.69 - $10.85 $12.5K - $15.6K
20.8K $225K
EEMV
Ishares Msci Emerging Markets

ETFs
184
+ 4.33%
$54.12 - $62.8 $9.96K - $11.6K
4.43K $278K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
435
+ 1.18%
$59.8 - $60.07 $26K - $26.1K
37.3K $2.23M
PFFA
Etfis Ser Tr I

ETFs
1.76K
+ 7.46%
$19.49 - $21.31 $34.2K - $37.4K
25.3K $526K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.1%
$103.16 - $128.52 $206 - $257
2.04K $262K
FVD
First Tr Value Line Divid Inde

ETFs
5
+ 0.0%
$40.62 - $45.12 $203 - $226
241K $10.8M
BMAR
Innovator U.S. Equity Buffer E

ETFs
64
+ 1.09%
$41.56 - $49.04 $2.66K - $3.14K
5.95K $291K
PEP
Pepsico Inc

Consumer Defensive
464
+ 20.9%
$128.02 - $151.37 $59.4K - $70.2K
2.68K $354K
RVT
Royce Value Trust, Inc.

Financial Services
470
+ 3.01%
$12.5 - $15.21 $5.88K - $7.15K
16.1K $242K
VOE
Vanguard Mid Cap Value Index F

ETFs
38
+ 1.25%
$141.87 - $164.49 $5.39K - $6.25K
3.07K $505K
JHPI
John Hancock ETF Preferred Inc

ETFs
525
+ 1.45%
$21.76 - $22.63 $11.4K - $11.9K
36.6K $826K
PG
Procter & Gamble CO

Consumer Defensive
312
+ 10.06%
$157.66 - $172.39 $49.2K - $53.8K
3.41K $543K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
128
+ 1.29%
$85.42 - $94.39 $10.9K - $12.1K
10K $943K
SCHO
Schwab Short Term Us Treasury

ETFs
445
+ 0.87%
$24.19 - $24.45 $10.8K - $10.9K
51.4K $1.25M
INTC
Intel Corp

Technology
660
+ 7.29%
$18.13 - $22.69 $12K - $15K
9.71K $217K
KO
Coca Cola CO

Consumer Defensive
484
+ 1.82%
$68.37 - $73.9 $33.1K - $35.8K
27.1K $1.92M
HDV
Ishares Core High Dividend ETF

ETFs
123
+ 6.91%
$108.41 - $120.51 $13.3K - $14.8K
1.9K $223K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
38
+ 1.4%
$89.58 - $95.01 $3.4K - $3.61K
2.75K $261K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
929
+ 8.3%
$12.71 - $14.52 $11.8K - $13.5K
12.1K $168K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
25
+ 0.38%
$47.97 - $54.0 $1.2K - $1.35K
6.61K $356K
AMGN
Amgen Inc

Healthcare
117
+ 13.59%
$262.28 - $309.85 $30.7K - $36.3K
978 $273K
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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