Beacon Financial Advisory LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $298 Million distributed in 329 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 $19.1M, Capital Group Divid Value ETF with a value of $13.2M, First Tr Value Line Divid Inde with a value of $10.8M, J P Morgan ETF Tr Nasdaq Equit with a value of $9.21M, and Apple Inc. with a value of $7.13M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $280M to 298M.
Below you can find more details about Beacon Financial Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$298 Million
ETFs: $203 Million
Technology: $23.6 Million
Financial Services: $14.3 Million
Healthcare: $11.4 Million
Consumer Cyclical: $10.5 Million
Consumer Defensive: $9.65 Million
Communication Services: $9.06 Million
Industrials: $6.15 Million
Other: $9.02 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
