Beacon Financial Advisory LLC New Holdings in Q3 2025

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
2.09K
New
$232.56 - $304.78 $487K - $638K
2.09K $516K
RAVI
Flexshares Tr Ready Access Var

ETFs
6.29K
New
$75.24 - $75.63 $473K - $476K
6.29K $475K
AVEM
American Centy ETF Tr Avantis

ETFs
5.11K
New
$68.33 - $75.41 $349K - $385K
5.11K $383K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.39K
New
$100.37 - $100.74 $340K - $342K
3.39K $341K
GLW
Corning Inc

Technology
3.21K
New
$51.6 - $82.03 $166K - $264K
3.21K $263K
NVO
Novo Nordisk A S

Healthcare
4.73K
New
$45.38 - $71.7 $215K - $339K
4.73K $262K
IJUL
Innovator Etfs Tr

ETFs
6.89K
New
$31.5 - $32.72 $217K - $225K
6.89K $225K
FDG
American Centy ETF Tr Focused

ETFs
1.82K
New
$108.35 - $122.35 $197K - $223K
1.82K $219K
BJUL
Innovator U.S. Equity Buffer E

ETFs
4.38K
New
$47.14 - $49.66 $206K - $217K
4.38K $217K
VV
Vanguard Large Cap ETF

ETFs
688
New
$285.05 - $309.14 $196K - $213K
688 $211K
AMAT
Applied Materials Inc

Technology
1.02K
New
$156.25 - $204.95 $160K - $210K
1.02K $209K
EMB
Ishares Tr

ETFs
2.2K
New
$91.52 - $95.59 $201K - $210K
2.2K $209K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
478
New
$393.18 - $439.39 $188K - $210K
478 $208K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.28K
New
$85.01 - $90.35 $194K - $206K
2.28K $204K
APD
Air Products & Chemicals, Inc.

Basic Materials
748
New
$265.78 - $299.3 $199K - $224K
748 $203K
VLO
Valero Energy Corp

Energy
1.19K
New
$131.77 - $175.63 $157K - $209K
1.19K $202K
NJUL
Innovator Growth 100 Power Buf

Technology
2.82K
New
$67.81 - $71.18 $191K - $201K
2.82K $200K
FSMO
Fidelity Covington Tr

ETFs
7K
New
N/A
7K $184K
Liveone Inc
23.4K
New
N/A
23.4K $0
Linde PLC
470
New
N/A
470 $0
Lam Research Corp
1.74K
New
N/A
1.74K $0
Tidal Trust Iii
10K
New
N/A
10K $0
Msc Income Fund Inc
19.9K
New
N/A
19.9K $0
Innovator Etfs Trust
8.08K
New
N/A
8.08K $0
Calamos ETF Tr
25.3K
New
N/A
25.3K $0
Global X Fds
4.08K
New
N/A
4.08K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
5.75K
New
N/A
5.75K $0
Innovator Etfs Trust
16.1K
New
N/A
16.1K $0
Innovator Etfs Trust
18.9K
New
N/A
18.9K $0
Innovator Etfs Trust
13.1K
New
N/A
13.1K $0
Innovator Etfs Trust
3.82K
New
N/A
3.82K $0
Innovator Etfs Trust
9.98K
New
N/A
9.98K $0
Innovator Etfs Trust
7.44K
New
N/A
7.44K $0
QTUM
ETF Ser Solutions Defiance Qua
1.92K
New
N/A
1.92K $0
Activity Summary
Buys All Purchases 233 New Holdings 35 Increased Positions 198 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email