Beacon Financial Advisory LLC Sells in Q1 2025

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RVT
Royce Value Trust, Inc.

Financial Services
-772
- 4.71%
$14.07 - $16.68 $10.9K - $12.9K
15.6K $222K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-599
- 5.83%
$54.25 - $57.64 $32.5K - $34.5K
9.68K $533K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-424
- 11.32%
$81.83 - $82.73 $34.7K - $35.1K
3.32K $274K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-608
- 6.57%
$35.54 - $37.44 $21.6K - $22.8K
8.64K $309K
SYLD
Cambria Shareholder Yld ETF

ETFs
-46
- 0.81%
$62.77 - $71.4 $2.89K - $3.28K
5.67K $361K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.12K
- 2.47%
$42.93 - $44.71 $48K - $49.9K
44.2K $1.94M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-359
- 2.26%
$62.72 - $71.92 $22.5K - $25.8K
15.5K $979K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.76K
- 3.33%
$24.1 - $24.34 $42.3K - $42.7K
51K $1.24M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-382
- 5.66%
$46.03 - $49.45 $17.6K - $18.9K
6.37K $296K
BAC
Bank Of America Corp

Financial Services
-47
- 0.62%
$39.61 - $47.74 $1.86K - $2.24K
7.56K $315K
XLI
Industrial Sector Spdr

ETFs
-62
- 1.48%
$128.78 - $141.67 $7.98K - $8.78K
4.12K $539K
PEP
Pepsico Inc

Consumer Defensive
-26
- 1.16%
$142.64 - $156.42 $3.71K - $4.07K
2.22K $332K
IGE
Ishares Tr North Amern Nat Res

ETFs
-464
- 9.27%
$42.6 - $46.27 $19.8K - $21.5K
4.54K $206K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-83
- 4.53%
$128.74 - $138.67 $10.7K - $11.5K
1.75K $237K
FE
Firstenergy Corp

Utilities
-144
- 2.22%
$37.95 - $43.5 $5.46K - $6.26K
6.34K $256K
Innovator Etfs Trust
-467
- 6.21%
N/A
7.05K $0
ILCG
Ishares Morningstar Growth ETF
-196
- 1.0%
N/A
19.4K $0
Innovator Etfs Trust
-151
- 1.06%
N/A
14K $0
Calamos ETF Tr
-570
- 0.64%
N/A
87.9K $0
F
Ford Motor CO

Consumer Cyclical
-52
- 0.27%
$9.12 - $10.43 $474 - $542
19.4K $194K
DVY
Ishares Tr

ETFs
-124
- 1.55%
$128.58 - $138.1 $15.9K - $17.1K
7.88K $1.06M
C
Citigroup Inc

Financial Services
-85
- 0.4%
$67.23 - $84.63 $5.71K - $7.19K
21.3K $1.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3
- 0.06%
$95.85 - $99.25 $288 - $298
4.97K $491K
PLD
Prologis, Inc.

Real Estate
-86
- 2.71%
$103.59 - $124.04 $8.91K - $10.7K
3.09K $345K
XLV
Select Sector Spdr Fund Health

ETFs
-33
- 1.82%
$137.61 - $149.68 $4.54K - $4.94K
1.78K $260K
VHT
Vanguard Health Care ETF

ETFs
-20
- 1.05%
$254.06 - $273.83 $5.08K - $5.48K
1.89K $499K
IXJ
Ishares Global Healthcare ETF

ETFs
-20
- 0.52%
$86.01 - $94.19 $1.72K - $1.88K
3.85K $351K
NUE
Nucor Corp

Basic Materials
-14
- 0.21%
$114.48 - $142.52 $1.6K - $2K
6.81K $819K
NOC
Northrop Grumman Corp

Industrials
-1
- 0.14%
$433.45 - $513.82 $433 - $514
724 $370K
ABT
Abbott Laboratories

Healthcare
-34
- 1.8%
$111.1 - $140.22 $3.78K - $4.77K
1.85K $245K
BMY
Bristol Myers Squibb CO

Healthcare
-911
- 4.45%
$53.9 - $63.11 $49.1K - $57.5K
19.6K $1.19M
INSM
Insmed Inc

Healthcare
-245
- 2.74%
$65.25 - $83.83 $16K - $20.5K
8.7K $663K
XLE
Energy Sector Spdr

ETFs
-278
- 2.91%
$85.7 - $93.96 $23.8K - $26.1K
9.27K $865K
ACMR
Acm Research, Inc.

Technology
-465
- 3.21%
$15.41 - $29.98 $7.17K - $13.9K
14K $327K
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 1.53%
$279.74 - $321.29 $30.8K - $35.3K
7.06K $2.21M
BP
Bp PLC

Energy
-450
- 1.26%
$29.93 - $35.31 $13.5K - $15.9K
35.2K $1.19M
T
At&T Inc.

Communication Services
-422
- 1.42%
$21.56 - $28.28 $9.1K - $11.9K
29.2K $826K
CAH
Cardinal Health Inc

Healthcare
-300
- 2.05%
$118.02 - $137.77 $35.4K - $41.3K
14.3K $1.98M
Activity Summary
Buys All Purchases 202 New Holdings 41 Increased Positions 161 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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