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
XLB
Select Sector Spdr Fd Material

ETFs
11
+ 0.29%
$83.19 - $90.99 $915 - $1K
3.82K $328K
FISV
Fiserv Inc

Technology
59
+ 1.82%
N/A
3.3K $413K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.4K
+ 5.57%
$48.06 - $53.73 $67.1K - $75.1K
26.5K $1.29M
WBD
Warner Bros. Discovery, Inc.

Communication Services
284
+ 2.29%
$9.47 - $11.46 $2.69K - $3.25K
12.7K $135K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
38
+ 1.42%
$93.32 - $95.35 $3.55K - $3.62K
2.72K $254K
JHPI
John Hancock ETF Preferred Inc

ETFs
358
+ 1.0%
$22.23 - $22.87 $7.96K - $8.19K
36.1K $809K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
22
+ 0.34%
$51.94 - $55.24 $1.14K - $1.22K
6.58K $350K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
34
+ 0.26%
$7.89 - $8.07 $268 - $274
13.2K $105K
XLP
Consumer Staples Sector Spdr

ETFs
11
+ 0.15%
N/A
7.25K $551K
EPI
Wisdomtree Tr India Earnings F

ETFs
762
+ 3.51%
$40.08 - $45.85 $30.5K - $34.9K
22.5K $981K
T Rowe Price ETF Inc
20.5K
+ 13.12%
N/A
177K $0
Ishares Bitcoin Trust ETF
819
+ 18.3%
N/A
5.29K $0
ADBE
Adobe Inc.

Technology
77
+ 16.11%
$377.84 - $464.11 $29.1K - $35.7K
555 $212K
Annaly Capital Management In
876
+ 4.35%
N/A
21K $0
Pimco ETF Tr
43.2K
+ 16.68%
N/A
302K $0
Arista Networks Inc
132
+ 4.78%
N/A
2.89K $0
Innovator Etfs Trust
140
+ 0.9%
N/A
15.6K $0
SFLR
Innovator Etfs Tr Equity Manag
16.5K
+ 41.79%
N/A
56K $0
Blackrock Inc
43
+ 21.94%
N/A
239 $0
Capital Group Core Balanced
9.48K
+ 42.97%
N/A
31.5K $0
Blackrock ETF Trust Ii
2.16K
+ 26.69%
N/A
10.3K $0
Ark 21 Shares Bitcoin ETF
184
+ 3.58%
N/A
5.32K $0
PFFA
Etfis Ser Tr I

ETFs
652
+ 2.85%
$21.21 - $22.3 $13.8K - $14.5K
23.5K $499K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.31K
+ 8.18%
$5.91 - $6.78 $7.75K - $8.9K
17.3K $102K
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 1.31%
$122.59 - $135.24 $4.29K - $4.73K
2.7K $340K
OXLC
Oxford Lane Capital Corp.

Financial Services
341
+ 1.98%
$4.3 - $5.17 $1.47K - $1.76K
17.5K $82K
HON
Honeywell International Inc

Industrials
44
+ 4.26%
$202.75 - $226.52 $8.92K - $9.97K
1.08K $227K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.3K
+ 15.93%
$47.25 - $67.02 $61.4K - $87.1K
9.46K $449K
IWF
Ishares Russell 1000 Gr ETF

ETFs
482
+ 10.41%
$360.07 - $417.26 $174K - $201K
5.11K $1.85M
IWP
Ishares Russell Mid Cap Growth

ETFs
28
+ 1.37%
$114.9 - $139.6 $3.22K - $3.91K
2.08K $243K
QUAL
Ishares Msci Usa Quality Facto

ETFs
755
+ 3.69%
$168.16 - $186.21 $127K - $141K
21.2K $3.63M
VBK
Vanguard Small Cap Growth ETF

ETFs
121
+ 6.56%
$247.97 - $296.33 $30K - $35.9K
1.97K $494K
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.07%
$85.71 - $101.2 $171 - $202
2.93K $258K
TGT
Target Corp

Consumer Defensive
1.1K
+ 24.6%
$103.65 - $142.5 $114K - $157K
5.59K $583K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.86%
$347.25 - $424.87 $10.4K - $12.7K
1.64K $602K
EXPE
Expedia Group, Inc.

Consumer Cyclical
15
+ 0.95%
$157.11 - $206.52 $2.36K - $3.1K
1.6K $268K
ITOT
Ishares Core S&P Total U.S. St

ETFs
394
+ 3.51%
$120.29 - $134.6 $47.4K - $53K
11.6K $1.42M
MAR
Marriott International Inc

Consumer Cyclical
37
+ 4.2%
$237.01 - $304.45 $8.77K - $11.3K
919 $218K
EMR
Emerson Electric CO

Industrials
57
+ 2.16%
$108.64 - $131.17 $6.19K - $7.48K
2.69K $295K
BOTZ
Global X Fds

ETFs
442
+ 3.08%
$28.46 - $34.53 $12.6K - $15.3K
14.8K $420K
IYW
Ishares Dj Us Tech ETF

ETFs
391
+ 7.54%
$140.44 - $166.79 $54.9K - $65.2K
5.58K $783K
SKYY
First Trust Cloud Computing Et

ETFs
280
+ 5.95%
$102.23 - $131.18 $28.6K - $36.7K
4.98K $509K
XSW
Spdr S&P Software & Services E

ETFs
151
+ 5.6%
$159.76 - $197.42 $24.1K - $29.8K
2.85K $454K
CAT
Caterpillar Inc

Industrials
22
+ 1.12%
$326.75 - $407.63 $7.19K - $8.97K
1.98K $652K
VGT
Vanguard Information Technolog

ETFs
204
+ 9.59%
$542.38 - $646.34 $111K - $132K
2.33K $1.26M
ORCL
Oracle Corp

Technology
395
+ 9.0%
$139.81 - $186.47 $55.2K - $73.7K
4.78K $668K
ETN
Eaton Corp PLC

Industrials
7
+ 0.58%
$271.83 - $371.23 $1.9K - $2.6K
1.2K $327K
AMZN
Amazon Com Inc

Consumer Cyclical
2.52K
+ 13.3%
$190.26 - $242.06 $480K - $610K
21.5K $4.09M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
865
+ 4.21%
$3.33 - $7.79 $2.88K - $6.74K
21.4K $71K
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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