Beacon Financial Advisory LLC Portfolio Holdings
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
Beacon Financial Advisory LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Million distributed in 299 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $18.8M, Capital Group Divid Value ETF with a value of $11.5M, First Tr Value Line Divid Inde with a value of $10.8M, J P Morgan ETF Tr Nasdaq Equit with a value of $9.75M, and Apple Inc. with a value of $7.89M.
Examining the 13F form we can see an increase of $9.82M in the current position value, from $270M to 280M.
Below you can find more details about Beacon Financial Advisory LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 299
- Current Value $280 Million
- Prior Value $270 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 184 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks