Beacon Financial Advisory LLC New Holdings in Q1 2025

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
7.23K
New
$124.46 - $147.4 $900K - $1.07M
7.23K $1.03M
ADM
Archer Daniels Midland CO

Consumer Defensive
18.3K
New
$45.22 - $52.17 $828K - $956K
18.3K $879K
STX
Seagate Technology Holdings PLC

Technology
8.04K
New
$84.92 - $108.42 $683K - $872K
8.04K $682K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.77K
New
$79.96 - $87.71 $541K - $594K
6.77K $556K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.06K
New
$57.21 - $65.8 $518K - $596K
9.06K $528K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.2K
New
$210.19 - $243.33 $461K - $534K
2.2K $463K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
9.51K
New
N/A
9.51K $463K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.28K
New
$168.84 - $202.89 $384K - $462K
2.28K $400K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.2K
New
$45.72 - $51.73 $375K - $424K
8.2K $377K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.22K
New
$42.5 - $46.71 $349K - $384K
8.22K $371K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.59K
New
$196.12 - $229.48 $312K - $365K
1.59K $321K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.83K
New
$105.1 - $109.61 $297K - $310K
2.83K $307K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
6.37K
New
$46.12 - $52.9 $294K - $337K
6.37K $296K
FDL
First Tr Morningstar Dividend

ETFs
6.73K
New
$39.69 - $43.83 $267K - $295K
6.73K $292K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.46K
New
$192.82 - $222.1 $281K - $324K
1.46K $281K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.36K
New
$80.08 - $92.93 $269K - $312K
3.36K $270K
BNDX
Vanguard Total International B

ETFs
5.38K
New
$48.33 - $49.5 $260K - $266K
5.38K $262K
PM
Philip Morris International Inc.

Consumer Defensive
1.65K
New
$117.15 - $158.79 $193K - $261K
1.65K $261K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
533
New
$402.49 - $513.76 $215K - $274K
533 $258K
NKE
Nike, Inc.

Consumer Cyclical
3.88K
New
$63.29 - $81.72 $246K - $317K
3.88K $246K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.72K
New
$50.44 - $58.1 $238K - $274K
4.72K $242K
MINO
Pimco ETF Tr Municipal Income

ETFs
5.08K
New
$44.44 - $45.83 $226K - $233K
5.08K $227K
GLD
Spdr Gold Trust

ETFs
787
New
$243.19 - $288.14 $191K - $227K
787 $226K
CVX
Chevron Corp

Energy
1.34K
New
$146.71 - $167.97 $197K - $226K
1.34K $224K
SPOT
Spotify Technology S.A.

Communication Services
402
New
$457.79 - $648.32 $184K - $261K
402 $221K
TMUS
T Mobile Us, Inc.

Communication Services
815
New
$211.3 - $272.83 $172K - $222K
815 $217K
HDV
Ishares Core High Dividend ETF

ETFs
1.78K
New
$110.86 - $121.12 $197K - $216K
1.78K $215K
UBER
Uber Technologies, Inc

Technology
2.94K
New
$63.17 - $81.49 $186K - $239K
2.94K $214K
DFAX
Dimensional ETF Tr
7.83K
New
$24.45 - $27.2 $191K - $213K
7.83K $205K
INTC
Intel Corp

Technology
9.05K
New
$19.1 - $27.39 $173K - $248K
9.05K $205K
UNH
Unitedhealth Group Inc

Healthcare
390
New
$461.52 - $548.18 $180K - $214K
390 $204K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.6K
New
$34.83 - $37.52 $195K - $210K
5.6K $203K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.31K
New
$45.56 - $47.23 $196K - $204K
4.31K $202K
Goldman Sachs ETF Tr
5.75K
New
N/A
5.75K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
8.41K
New
N/A
8.41K $0
Fidelity Covington Trust
9.34K
New
N/A
9.34K $0
Morgan Stanley ETF Trust
4.92K
New
N/A
4.92K $0
Pgim ETF Tr
8.96K
New
N/A
8.96K $0
Linde PLC
479
New
N/A
479 $0
Goldman Sachs ETF Tr
5.94K
New
N/A
5.94K $0
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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