Beacon Financial Advisory LLC Portfolio Holdings
Beacon Financial Advisory LLC
- $344 Million
- Q2 2025
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 353
- Current Value $344 Million
- Prior Value $298 Million
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 42 stocks
- Additional Purchases 193 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks