Beacon Financial Advisory LLC New Holdings in Q2 2025

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
46.9K
New
$26.69 - $32.91 $1.25M - $1.54M
46.9K $1.53M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
13.8K
New
$41.3 - $47.0 $571K - $650K
13.8K $650K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.2K
New
$50.09 - $51.09 $610K - $623K
12.2K $622K
PH
Parker Hannifin Corp

Industrials
873
New
$517.23 - $700.54 $452K - $612K
873 $609K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
11.3K
New
$35.12 - $48.24 $397K - $545K
11.3K $545K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
6.37K
New
$66.94 - $88.47 $426K - $563K
6.37K $527K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
7.5K
New
$42.44 - $50.03 $318K - $375K
7.5K $375K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.34K
New
$107.93 - $110.97 $361K - $371K
3.34K $367K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
8.96K
New
$30.9 - $34.31 $277K - $307K
8.96K $307K
COF
Capital One Financial Corp

Financial Services
1.4K
New
$150.57 - $212.76 $211K - $298K
1.4K $298K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
8.2K
New
N/A
8.2K $258K
IVT
Inven Trust Properties Corp.

Real Estate
9.35K
New
$25.97 - $29.73 $243K - $278K
9.35K $256K
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.69K
New
$24.32 - $29.74 $211K - $258K
8.69K $256K
CCL
Carnival Corp

Consumer Cyclical
8.47K
New
$16.43 - $28.12 $139K - $238K
8.47K $238K
MSTR
Microstrategy Inc

Technology
586
New
$237.95 - $421.61 $139K - $247K
586 $236K
NEAR
Blackrock Short Maturity Bond

ETFs
4.64K
New
$50.41 - $51.17 $234K - $237K
4.64K $236K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.9K
New
$97.68 - $121.38 $185K - $230K
1.9K $230K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
5.52K
New
$40.39 - $41.46 $223K - $229K
5.52K $228K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.49K
New
$91.43 - $91.74 $227K - $228K
2.49K $227K
CMCSA
Comcast Corp

Communication Services
6.32K
New
$32.84 - $36.72 $208K - $232K
6.32K $225K
UNP
Union Pacific Corp

Industrials
939
New
$208.27 - $238.46 $196K - $224K
939 $216K
PHYS
Sprott Physical Gold Trust

Financial Services
8.4K
New
$22.82 - $26.29 $192K - $221K
8.4K $212K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.76K
New
$91.62 - $116.16 $161K - $204K
1.76K $204K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
851
New
$164.46 - $237.28 $140K - $202K
851 $201K
VRT
Vertiv Holdings CO

Industrials
2.06K
New
N/A
2.06K $178K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
10.3K
New
$13.74 - $15.66 $141K - $161K
10.3K $153K
AGNC
Agnc Investment Corp.

Real Estate
12K
New
$8.12 - $9.49 $97.1K - $113K
12K $109K
PSEC
Prospect Capital Corp

Financial Services
15.4K
New
$3.14 - $4.06 $48.4K - $62.5K
15.4K $48K
Ge Healthcare Technologies I
3.23K
New
N/A
3.23K $0
TAFI
Ab Active Etfs Inc Tax Aware S
9.21K
New
N/A
9.21K $0
American Healthcare Reit Inc
6.25K
New
N/A
6.25K $0
Blackrock ETF Trust
14.8K
New
N/A
14.8K $0
Blackrock ETF Trust
7.36K
New
N/A
7.36K $0
CGSD
Capital Grp Core Plus Income E
10.5K
New
N/A
10.5K $0
Rbb Fund Trust
5K
New
N/A
5K $0
First Tr Exchng Traded Fd Vi
14.8K
New
N/A
14.8K $0
Fidelity Covington Trust
7.58K
New
N/A
7.58K $0
J P Morgan Exchange Traded F
5.19K
New
N/A
5.19K $0
Ge Vernova Inc
619
New
N/A
619 $0
Innovator Etfs Trust
9.66K
New
N/A
9.66K $0
Worthington Stl Inc
6.8K
New
N/A
6.8K $0
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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