Beacon Financial Advisory LLC Options Holdings
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 329
- Current Value $298 Million
- Prior Value $280 Million
- Filing
- Period Q1 2025
- Filing Date April 24, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 41 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks