Beacon Financial Advisory LLC Reduced Holdings in Q4 2024

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
-2.53K
- 36.1%
N/A
4.48K $0
PSEP
Innovator U.S. Equity Power Bu
-1.33K
- 7.51%
N/A
16.4K $0
ETN
Eaton Corp PLC

Industrials
-1
- 0.08%
$326.96 - $377.52 $327 - $378
1.2K $397K
POCT
Innovator U.S. Equity Power Bu

ETFs
-385
- 1.12%
$38.63 - $40.03 $14.9K - $15.4K
33.9K $1.34M
MO
Altria Group, Inc.

Consumer Defensive
-370
- 1.75%
$49.06 - $57.74 $18.2K - $21.4K
20.7K $1.08M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-20
- 0.15%
$41.8 - $43.67 $836 - $873
13K $556K
XLF
Financial Sector Spdr

ETFs
-696
- 4.18%
$44.89 - $51.34 $31.2K - $35.7K
15.9K $770K
XLK
Technology Sector Spdr

ETFs
-38
- 0.93%
$220.26 - $241.44 $8.37K - $9.17K
4.04K $939K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-49
- 0.43%
$124.26 - $134.12 $6.09K - $6.57K
11.2K $1.44M
CAH
Cardinal Health Inc

Healthcare
-646
- 4.22%
$107.89 - $125.33 $69.7K - $81K
14.6K $1.73M
VGT
Vanguard Information Technolog

ETFs
-26
- 1.21%
$571.78 - $647.97 $14.9K - $16.8K
2.13K $1.32M
BMY
Bristol Myers Squibb CO

Healthcare
-626
- 2.97%
$51.92 - $59.94 $32.5K - $37.5K
20.5K $1.16M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-6
- 0.04%
$57.27 - $71.33 $344 - $428
14.4K $940K
CRM
Salesforce, Inc.

Technology
-71
- 3.27%
$270.87 - $367.87 $19.2K - $26.1K
2.1K $702K
FSK
Fs Kkr Capital Corp

Financial Services
-944
- 1.41%
$19.71 - $22.22 $18.6K - $21K
65.9K $1.43M
V
Visa Inc.

Financial Services
-121
- 1.5%
$273.87 - $320.91 $33.1K - $38.8K
7.97K $2.52M
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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