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
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
322
+ 0.82%
$40.38 - $44.35 $13K - $14.3K
39.8K $1.63M
IXUS
Ishares Tr

ETFs
40
+ 1.22%
$65.95 - $72.56 $2.64K - $2.9K
3.31K $218K
GE
General Electric CO

Industrials
37
+ 3.18%
$159.95 - $194.23 $5.92K - $7.19K
1.2K $200K
SYLD
Cambria Shareholder Yld ETF

ETFs
18
+ 0.32%
$68.06 - $76.27 $1.23K - $1.37K
5.71K $391K
LLY
Eli Lilly & CO

Healthcare
8
+ 2.94%
$727.2 - $932.06 $5.82K - $7.46K
280 $216K
IYK
Ishares U.S. Consumer Staples

ETFs
25
+ 0.48%
$65.32 - $70.92 $1.63K - $1.77K
5.26K $345K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.19%
$385.02 - $431.37 $1.16K - $1.29K
1.61K $627K
FE
Firstenergy Corp

Utilities
30
+ 0.46%
$39.14 - $44.52 $1.17K - $1.34K
6.48K $257K
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.41%
$338.75 - $399.71 $1.02K - $1.2K
727 $247K
SOXX
Ishares Semiconductor ETF

ETFs
111
+ 3.22%
$211.27 - $239.8 $23.5K - $26.6K
3.56K $766K
PEP
Pepsico Inc

Consumer Defensive
58
+ 2.65%
$151.29 - $176.1 $8.77K - $10.2K
2.25K $341K
MRK
Merck & Co., Inc.

Healthcare
403
+ 7.95%
$96.31 - $114.76 $38.8K - $46.2K
5.47K $544K
PDI
Pimco Dynamic Income Fund

Financial Services
1.6K
+ 4.92%
$18.33 - $20.85 $29.3K - $33.3K
34.1K $625K
SCHO
Schwab Short Term Us Treasury

ETFs
26.2K
+ 98.44%
$24.06 - $48.88 $630K - $1.28M
52.8K $1.27M
IXJ
Ishares Global Healthcare ETF

ETFs
124
+ 3.31%
$85.65 - $98.34 $10.6K - $12.2K
3.87K $333K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.28%
$466.52 - $543.88 $933 - $1.09K
725 $340K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.35K
+ 6.65%
$45.09 - $50.08 $61K - $67.7K
21.7K $981K
XLB
Select Sector Spdr Fd Material

ETFs
13
+ 0.34%
$83.8 - $97.58 $1.09K - $1.27K
3.81K $320K
AMGN
Amgen Inc

Healthcare
4
+ 0.52%
$258.78 - $328.31 $1.04K - $1.31K
773 $201K
MDT
Medtronic PLC

Healthcare
520
+ 5.95%
$79.61 - $92.24 $41.4K - $48K
9.26K $739K
CAT
Caterpillar Inc

Industrials
20
+ 1.03%
$360.37 - $416.88 $7.21K - $8.34K
1.96K $709K
VZ
Verizon Communications Inc

Communication Services
1.66K
+ 6.98%
$39.6 - $45.21 $65.9K - $75.2K
25.5K $1.02M
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.32%
$250.81 - $283.3 $1.5K - $1.7K
1.91K $483K
MU
Micron Technology Inc

Technology
82
+ 2.65%
$84.16 - $113.41 $6.9K - $9.3K
3.18K $267K
ACMR
Acm Research, Inc.

Technology
960
+ 7.09%
$14.1 - $23.6 $13.5K - $22.7K
14.5K $218K
PLD
Prologis, Inc.

Real Estate
45
+ 1.44%
$101.4 - $126.96 $4.56K - $5.71K
3.18K $335K
LMT
Lockheed Martin Corp

Industrials
16
+ 1.64%
$479.66 - $614.62 $7.67K - $9.83K
992 $482K
IEFA
Ishares Tr

ETFs
25
+ 0.22%
$70.06 - $77.43 $1.75K - $1.94K
11.5K $804K
ABBV
Abb Vie Inc.

Healthcare
336
+ 4.02%
$164.99 - $203.87 $55.4K - $68.5K
8.7K $1.55M
NUE
Nucor Corp

Basic Materials
519
+ 8.24%
$115.78 - $167.74 $60.1K - $87.1K
6.82K $795K
IQLT
Ishares Msci Intl Quality Fact

ETFs
833
+ 1.9%
$37.12 - $41.23 $30.9K - $34.3K
44.7K $1.66M
DOW
Dow Inc.

Basic Materials
901
+ 5.5%
$39.1 - $55.34 $35.2K - $49.9K
17.3K $693K
CVS
Cvs Health Corp

Healthcare
600
+ 4.45%
$43.78 - $67.46 $26.3K - $40.5K
14.1K $632K
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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