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
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
82
+ 1.44%
$42.72 - $44.24 $3.5K - $3.63K
5.78K $253K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
31
+ 0.3%
$41.1 - $42.37 $1.27K - $1.31K
10.5K $444K
NOC
Northrop Grumman Corp

Industrials
22
+ 3.04%
$456.3 - $540.39 $10K - $11.9K
746 $372K
XLP
Consumer Staples Sector Spdr

ETFs
15
+ 0.21%
N/A
7.27K $552K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.23%
$121.58 - $136.74 $486 - $547
1.76K $238K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
52
+ 0.39%
$7.05 - $8.02 $367 - $417
13.3K $106K
Capital Group Core Balanced
8.01K
+ 25.39%
N/A
39.5K $0
ILCG
Ishares Morningstar Growth ETF
3
+ 0.02%
N/A
19.4K $0
TGT
Target Corp

Consumer Defensive
325
+ 5.81%
$88.76 - $105.77 $28.8K - $34.4K
5.92K $583K
AEP
American Electric Power CO Inc

Utilities
531
+ 5.34%
$98.59 - $109.11 $52.4K - $57.9K
10.5K $1.09M
Ark 21 Shares Bitcoin ETF
10.9K
+ 205.3%
N/A
16.2K $0
Blackrock ETF Trust Ii
2.83K
+ 27.54%
N/A
13.1K $0
CGMS
Capital Grp Core Plus Income E
78
+ 0.7%
N/A
11.2K $0
Blackrock Inc
13
+ 5.44%
N/A
252 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
11.5K
+ 137.18%
N/A
20K $0
Calamos ETF Tr
1.87K
+ 2.12%
N/A
89.8K $0
Pimco ETF Tr
53.8K
+ 17.78%
N/A
356K $0
PDEC
Innovator U.S. Equity Power Bu
1.16K
+ 10.01%
N/A
12.8K $0
SFLR
Innovator Etfs Tr Equity Manag
8.55K
+ 15.27%
N/A
64.5K $0
Morgan Stanley ETF Trust
3.09K
+ 62.91%
N/A
8.01K $0
Ishares Bitcoin Trust ETF
916
+ 17.3%
N/A
6.21K $0
T Rowe Price ETF Inc
28.5K
+ 16.14%
N/A
205K $0
Goldman Sachs ETF Tr
11K
+ 191.38%
N/A
16.8K $0
Fidelity Covington Trust
17.9K
+ 192.05%
N/A
27.3K $0
Innovator Etfs Trust
363
+ 2.59%
N/A
14.4K $0
IGE
Ishares Tr North Amern Nat Res

ETFs
95
+ 2.09%
$38.21 - $46.01 $3.63K - $4.37K
4.64K $205K
OXLC
Oxford Lane Capital Corp.

Financial Services
1.86K
+ 10.63%
$4.01 - $4.96 $7.47K - $9.24K
19.4K $81K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
445
+ 2.57%
$5.25 - $5.92 $2.34K - $2.63K
17.8K $100K
MINO
Pimco ETF Tr Municipal Income

ETFs
30
+ 0.59%
$43.42 - $45.15 $1.3K - $1.35K
5.11K $225K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8
+ 0.19%
$68.13 - $74.77 $545 - $598
4.17K $303K
PDI
Pimco Dynamic Income Fund

Financial Services
753
+ 2.01%
$17.02 - $19.87 $12.8K - $15K
38.3K $726K
PGR
Progressive Corp

Financial Services
13
+ 0.93%
$255.27 - $288.74 $3.32K - $3.75K
1.41K $376K
MPW
Medical Properties Trust Inc

Real Estate
125
+ 0.62%
$4.31 - $5.91 $539 - $739
20.3K $87K
PAYX
Paychex Inc

Industrials
23
+ 0.35%
$137.01 - $159.78 $3.15K - $3.67K
6.51K $946K
HPQ
Hp Inc

Technology
682
+ 2.86%
$21.88 - $29.32 $14.9K - $20K
24.6K $600K
KMB
Kimberly Clark Corp

Consumer Defensive
144
+ 1.99%
$126.84 - $145.22 $18.3K - $20.9K
7.37K $950K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
119
+ 2.24%
$99.37 - $134.05 $11.8K - $16K
5.44K $617K
MCD
Mcdonalds Corp

Consumer Cyclical
169
+ 2.39%
$285.55 - $321.23 $48.3K - $54.3K
7.23K $2.11M
DOW
Dow Inc.

Basic Materials
3.09K
+ 14.73%
$25.81 - $34.89 $79.8K - $108K
24.1K $637K
JNJ
Johnson & Johnson

Healthcare
75
+ 0.87%
$146.36 - $159.82 $11K - $12K
8.7K $1.33M
ABBV
Abb Vie Inc.

Healthcare
405
+ 4.62%
$170.16 - $206.27 $68.9K - $83.5K
9.17K $1.7M
BMY
Bristol Myers Squibb CO

Healthcare
135
+ 0.69%
$44.12 - $59.6 $5.96K - $8.05K
19.7K $911K
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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