Beacon Financial Advisory LLC Closed Holding Positions

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q4 2020 Filed on Jan 25, 2021
1,955
$114.87 - $141.54 $225K - $277K
Proshares Tr
Q4 2020 Filed on Jan 25, 2021
10,828
N/A
RODM
Hartford Multifactor Developed

ETFs
Q4 2020 Filed on Jan 25, 2021
9,015
$25.02 - $28.69 $226K - $259K
Widepoint Corp
Q4 2020 Filed on Jan 25, 2021
25,000
N/A
XLU
Utilities Sector Spdr

ETFs
Q4 2020 Filed on Jan 25, 2021
3,528
$59.98 - $66.76 $212K - $236K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
10,000
$34.67 - $43.16 $347K - $432K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2020 Filed on Oct 08, 2020
2,493
$82.25 - $93.63 $205K - $233K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
17,200
$37.81 - $47.77 $650K - $822K
M
Macy'S, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
14,966
$5.67 - $7.65 $84.9K - $114K
IP
International Paper CO

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
6,636
$31.35 - $40.62 $208K - $270K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2020 Filed on Oct 08, 2020
9,368
$26.58 - $29.31 $249K - $275K
WDC
Western Digital Corp

Technology
Q3 2020 Filed on Oct 08, 2020
5,490
$33.71 - $46.16 $185K - $253K
WY
Weyerhaeuser CO

Real Estate
Q3 2020 Filed on Oct 08, 2020
17,727
$22.2 - $30.89 $394K - $548K
United Technologies Corp
Q2 2020 Filed on Jul 07, 2020
3,622
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 07, 2020
55,634
N/A
GTY
Getty Realty Corp

Real Estate
Q2 2020 Filed on Jul 07, 2020
9,357
$19.52 - $31.68 $183K - $296K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2020 Filed on Jul 07, 2020
5,017
$59.7 - $77.34 $300K - $388K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2020 Filed on Jul 07, 2020
4,971
$48.5 - $50.01 $241K - $249K
J P Morgan Exchange Traded F
Q2 2020 Filed on Jul 07, 2020
21,286
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 07, 2020
10,855
N/A
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2020 Filed on Apr 15, 2020
1,239
$56.5 - $88.53 $70K - $110K
Liberty Ppty Tr
Q1 2020 Filed on Apr 15, 2020
5,978
N/A
EMB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 15, 2020
1,968
$85.8 - $117.01 $169K - $230K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2020 Filed on Apr 15, 2020
49,132
$71.75 - $82.34 $3.53M - $4.05M
UBA
Urstadt Biddle Properties Inc

Real Estate
Q1 2020 Filed on Apr 15, 2020
9,360
$10.31 - $24.47 $96.5K - $229K
FEP
First Trust Europe Alphadex Fu

ETFs
Q1 2020 Filed on Apr 15, 2020
12,390
$21.76 - $38.0 $270K - $471K
Myomo Inc
Q1 2020 Filed on Apr 15, 2020
40,819
N/A
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