Beacon Financial Advisory LLC Sells in Q3 2024

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BOCT
Innovator U.S. Equity Buffer E

ETFs
-16.1K
- 72.17%
$40.71 - $42.45 $656K - $684K
6.21K $263K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.15K
- 13.86%
$517.38 - $573.86 $597K - $662K
7.17K $4.11M
MSFT
Microsoft Corp

Technology
-418
- 4.25%
$395.15 - $467.56 $165K - $195K
9.41K $4.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-671
- 32.38%
$434.77 - $502.96 $292K - $337K
1.4K $683K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.82K
- 57.31%
$81.31 - $83.29 $310K - $318K
2.84K $236K
NVDA
Nvidia Corp

Technology
-1.56K
- 4.7%
$98.91 - $134.91 $154K - $210K
31.6K $3.83M
DE
Deere & CO

Industrials
-638
- 56.76%
$344.84 - $418.0 $220K - $267K
486 $202K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
-18.8K
- 13.04%
$27.9 - $31.02 $525K - $584K
125K $3.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-556
- 17.67%
$475.2 - $527.7 $264K - $293K
2.59K $1.37M
GS
Goldman Sachs Group Inc

Financial Services
-653
- 22.43%
$459.02 - $510.25 $300K - $333K
2.26K $1.12M
BP
Bp PLC

Energy
-941
- 3.04%
$30.78 - $37.05 $29K - $34.9K
30K $940K
XLE
Energy Sector Spdr

ETFs
-1.56K
- 13.98%
$84.35 - $93.39 $132K - $146K
9.6K $842K
GOOGL
Alphabet Inc.

Communication Services
-148
- 1.7%
$148.65 - $191.18 $22K - $28.3K
8.57K $1.42M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-4.16K
- 35.48%
$39.97 - $43.37 $166K - $180K
7.56K $327K
EMR
Emerson Electric CO

Industrials
-1.17K
- 31.36%
$98.19 - $118.87 $115K - $139K
2.56K $279K
IEMG
Ishares Inc

ETFs
-2.32K
- 30.76%
$53.64 - $53.64 $124K - $124K
5.21K $279K
T
At&T Inc.

Communication Services
-19.7K
- 17.95%
$18.21 - $22.28 $359K - $439K
90K $1.98M
DIS
Walt Disney CO

Communication Services
-787
- 8.27%
$85.6 - $98.61 $67.4K - $77.6K
8.73K $839K
GOOG
Alphabet Inc.

Communication Services
-195
- 4.46%
$149.54 - $192.66 $29.2K - $37.6K
4.18K $698K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.78K
- 24.13%
$39.31 - $41.32 $109K - $115K
8.74K $361K
VIG
Vanguard Dividend Appreciation

ETFs
-494
- 1.82%
$182.15 - $182.15 $90K - $90K
26.7K $4.86M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.17K
- 19.06%
$86.85 - $98.91 $102K - $116K
4.98K $491K
NUE
Nucor Corp

Basic Materials
-263
- 4.01%
$137.77 - $166.14 $36.2K - $43.7K
6.3K $947K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.53K
- 7.92%
$84.77 - $97.13 $130K - $149K
17.8K $1.71M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.97K
- 25.12%
$41.71 - $45.02 $82.3K - $88.9K
5.88K $264K
INSM
Insmed Inc

Healthcare
-2.15K
- 15.55%
$62.0 - $79.01 $133K - $170K
11.7K $852K
AAPL
Apple Inc.

Technology
-3.63K
- 10.43%
$207.23 - $234.82 $753K - $853K
31.2K $7.27M
MRK
Merck & Co., Inc.

Healthcare
-23
- 0.45%
$111.15 - $128.97 $2.56K - $2.97K
5.07K $575K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-823
- 11.31%
$76.38 - $78.87 $62.9K - $64.9K
6.45K $507K
OXLC
Oxford Lane Capital Corp.

Financial Services
-8.63K
- 34.59%
$5.15 - $5.67 $44.5K - $49K
16.3K $85K
F
Ford Motor CO

Consumer Cyclical
-688
- 3.4%
$9.71 - $14.55 $6.68K - $10K
19.6K $206K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.71K
- 6.28%
$60.84 - $67.51 $226K - $251K
55.4K $3.74M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-520
- 9.32%
$98.99 - $101.51 $51.5K - $52.8K
5.06K $512K
LECO
Lincoln Electric Holdings Inc

Industrials
-340
- 4.51%
$173.3 - $211.48 $58.9K - $71.9K
7.2K $1.38M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-60
- 1.97%
$201.42 - $273.98 $12.1K - $16.4K
2.98K $716K
SYLD
Cambria Shareholder Yld ETF

ETFs
-800
- 12.32%
$66.68 - $72.81 $53.3K - $58.2K
5.69K $412K
SHEL
Shell PLC

Energy
-39
- 0.99%
$65.65 - $73.28 $2.56K - $2.86K
3.89K $256K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-830
- 12.82%
$43.5 - $45.75 $36.1K - $38K
5.65K $258K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.28K
- 15.67%
$33.74 - $37.96 $43.1K - $48.5K
6.87K $258K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-658
- 5.45%
$39.1 - $39.1 $25.7K - $25.7K
11.4K $445K
IWY
Ishares Tr Russell 200 Growth

ETFs
-161
- 6.69%
$194.66 - $225.97 $31.3K - $36.4K
2.25K $494K
NFLX
Netflix Inc

Communication Services
-90
- 6.6%
$598.55 - $722.26 $53.9K - $65K
1.27K $903K
DFAU
Dimensional ETF Tr

ETFs
-1.62K
- 7.55%
$35.8 - $39.69 $57.8K - $64.1K
19.8K $784K
XLK
Technology Sector Spdr

ETFs
-51
- 1.24%
$197.34 - $237.68 $10.1K - $12.1K
4.08K $920K
PEP
Pepsico Inc

Consumer Defensive
-137
- 5.89%
$161.9 - $179.3 $22.2K - $24.6K
2.19K $372K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.11K
- 8.94%
$83.76 - $91.82 $92.6K - $101K
11.3K $1.03M
DFAI
Dimensional ETF Tr

ETFs
-990
- 9.09%
$28.69 - $32.06 $28.4K - $31.7K
9.9K $314K
SPYG
Spdr Portfolio

ETFs
-282
- 5.38%
$73.38 - $84.1 $20.7K - $23.7K
4.96K $411K
BAC
Bank Of America Corp

Financial Services
-179
- 2.51%
$36.65 - $44.13 $6.56K - $7.9K
6.95K $275K
Activity Summary
Buys All Purchases 169 New Holdings 27 Increased Positions 142 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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