Beacon Financial Advisory LLC Options Holdings

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email