Beacon Financial Advisory LLC Sells in Q4 2024

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
-76.1K
- 81.4%
$58.65 - $64.37 $4.47M - $4.9M
17.4K $1.03M
T
At&T Inc.

Communication Services
-60.4K
- 67.06%
$21.22 - $23.88 $1.28M - $1.44M
29.6K $675K
IBM
International Business Machines Corp

Technology
-4.06K
- 74.38%
$204.9 - $238.04 $831K - $966K
1.4K $307K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.38K
- 24.28%
$570.51 - $610.59 $788K - $843K
4.31K $2.54M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
-14.9K
- 11.89%
$30.04 - $33.26 $448K - $496K
111K $3.33M
FVD
First Tr Value Line Divid Inde

ETFs
-76
- 0.03%
$43.4 - $46.7 $3.3K - $3.55K
248K $10.8M
UPS
United Parcel Service Inc

Industrials
-1.35K
- 9.38%
$122.65 - $138.35 $166K - $187K
13.1K $1.65M
INSM
Insmed Inc

Healthcare
-2.74K
- 23.43%
$66.29 - $76.63 $181K - $210K
8.94K $617K
IRM
Iron Mountain Inc

Real Estate
-119
- 0.82%
$101.62 - $128.14 $12.1K - $15.2K
14.5K $1.52M
PFE
Pfizer Inc

Healthcare
-3.17K
- 7.11%
$24.8 - $30.19 $78.5K - $95.6K
41.4K $1.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.49K
- 29.11%
$87.1 - $98.49 $130K - $147K
3.64K $317K
TGT
Target Corp

Consumer Defensive
-510
- 10.21%
$121.59 - $160.69 $62K - $82K
4.49K $606K
CL
Colgate Palmolive CO

Consumer Defensive
-124
- 1.12%
$90.22 - $102.31 $11.2K - $12.7K
10.9K $991K
VDC
Vanguard Consumer Staples ETF

ETFs
-485
- 14.0%
$210.96 - $223.62 $102K - $108K
2.98K $629K
XOM
Exxon Mobil Corp

Energy
-133
- 1.26%
$105.51 - $125.37 $14K - $16.7K
10.4K $1.12M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-50
- 0.97%
$82.28 - $117.52 $4.11K - $5.88K
5.11K $433K
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.06%
$288.47 - $316.54 $1.15K - $1.27K
7.17K $2.08M
MMM
3 M CO

Industrials
-341
- 4.44%
$124.74 - $137.12 $42.5K - $46.8K
7.34K $947K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3K
- 24.49%
$35.94 - $36.85 $108K - $111K
9.25K $340K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.52K
- 5.81%
$25.61 - $28.0 $39K - $42.6K
24.6K $637K
IGRO
Ishares Tr International Divid

ETFs
-425
- 4.33%
$67.76 - $74.48 $28.8K - $31.7K
9.38K $637K
DUK
Duke Energy Corp

Utilities
-167
- 1.79%
$105.76 - $120.76 $17.7K - $20.2K
9.14K $985K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.79K
- 15.72%
$42.33 - $43.3 $75.6K - $77.3K
9.57K $407K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-38
- 0.08%
$43.44 - $45.05 $1.65K - $1.71K
45.3K $1.97M
VEA
Vanguard Ftse Developed Market

ETFs
-449
- 4.42%
$47.57 - $52.44 $21.4K - $23.5K
9.71K $464K
FTCS
First Trust Capital Strength E

ETFs
-35
- 0.2%
$87.62 - $94.03 $3.07K - $3.29K
17.9K $1.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-369
- 2.71%
$126.68 - $134.74 $46.7K - $49.7K
13.3K $1.69M
BOTZ
Global X Fds

ETFs
-1.5K
- 9.46%
$31.11 - $34.18 $46.6K - $51.2K
14.3K $458K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-560
- 2.65%
$7.17 - $12.28 $4.02K - $6.88K
20.6K $152K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-651
- 9.47%
$34.13 - $37.35 $22.2K - $24.3K
6.22K $212K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-471
- 7.3%
$77.02 - $78.58 $36.3K - $37K
5.98K $462K
ADBE
Adobe Inc.

Technology
-20
- 4.02%
$437.39 - $552.96 $8.75K - $11.1K
478 $212K
VTI
Vanguard Total Stock Market Et

ETFs
-188
- 11.55%
$280.04 - $302.45 $52.6K - $56.9K
1.44K $417K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-328
- 9.1%
$67.29 - $73.38 $22.1K - $24.1K
3.28K $222K
IGE
Ishares Tr North Amern Nat Res

ETFs
-755
- 13.11%
$41.52 - $48.01 $31.3K - $36.2K
5.01K $213K
EEMV
Ishares Msci Emerging Markets

ETFs
-247
- 4.66%
$57.85 - $63.11 $14.3K - $15.6K
5.06K $293K
MPW
Medical Properties Trust Inc

Real Estate
-903
- 4.83%
$3.72 - $5.77 $3.36K - $5.21K
17.8K $70K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.1K
- 3.97%
$61.52 - $66.5 $67.4K - $72.8K
26.5K $1.69M
XLE
Energy Sector Spdr

ETFs
-56
- 0.58%
$83.32 - $97.27 $4.67K - $5.45K
9.54K $817K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-45
- 2.39%
$131.66 - $144.0 $5.92K - $6.48K
1.83K $242K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-157
- 5.54%
$93.52 - $95.37 $14.7K - $15K
2.68K $250K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-151
- 2.99%
$100.24 - $101.35 $15.1K - $15.3K
4.91K $493K
VOE
Vanguard Mid Cap Value Index F

ETFs
-13
- 0.54%
$160.89 - $176.18 $2.09K - $2.29K
2.38K $385K
F
Ford Motor CO

Consumer Cyclical
-142
- 0.73%
$9.69 - $11.4 $1.38K - $1.62K
19.4K $192K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-88
- 2.07%
$69.58 - $74.87 $6.12K - $6.59K
4.16K $291K
VXF
Vanguard Extended Market ETF

ETFs
-142
- 6.83%
$179.17 - $207.15 $25.4K - $29.4K
1.94K $367K
IWR
Ishares Russell Mid Cap ETF

ETFs
-142
- 1.36%
$87.25 - $95.52 $12.4K - $13.6K
10.3K $908K
HYFM
Hydrofarm Holdings Group, Inc.

Industrials
-2.5K
- 11.11%
$0.51 - $0.82 $1.28K - $2.05K
20K $11K
Innovator Etfs Trust
-3.3K
- 30.53%
N/A
7.52K $0
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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