Beacon Financial Advisory LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $344 Million distributed in 353 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 $19.8M, Capital Group Divid Value ETF with a value of $15.5M, First Tr Value Line Divid Inde with a value of $10.8M, J P Morgan ETF Tr Nasdaq Equit with a value of $10.1M, and Apple Inc. with a value of $7.83M.
Examining the 13F form we can see an increase of $45.4M in the current position value, from $298M to 344M.
Below you can find more details about Beacon Financial Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$344 Million
ETFs: $223 Million
Technology: $32.3 Million
Financial Services: $17.8 Million
Consumer Cyclical: $13.3 Million
Industrials: $12.2 Million
Communication Services: $11.9 Million
Consumer Defensive: $11.2 Million
Healthcare: $9.5 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
