Beacon Financial Planning, Inc Incresed Positions in Q4 2024

Beacon Financial Planning, Inc

  • $172 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
201
+ 1.16%
$213.65 - $479.86 $42.9K - $96.5K
17.5K $7.05B
WELL
Welltower Inc.

Real Estate
12.7K
+ 94.55%
$123.11 - $139.3 $1.56M - $1.77M
26.1K $3.29B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.25K
+ 41.06%
$176.42 - $186.91 $1.1M - $1.17M
21.5K $3.82B
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
26.5K
+ 42.77%
$42.35 - $47.59 $1.12M - $1.26M
88.4K $3.74B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.06K
+ 178.75%
$201.32 - $217.44 $818K - $883K
6.34K $1.31B
VB
Vanguard Small Cap ETF

ETFs
3.04K
+ 13.82%
$233.76 - $261.58 $711K - $796K
25.1K $6.02B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9.29K
+ 224.43%
$79.93 - $88.06 $742K - $818K
13.4K $1.07B
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.27K
+ 160.78%
$184.21 - $199.29 $602K - $651K
5.3K $978M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
23.1K
+ 112.26%
$23.25 - $23.37 $536K - $539K
43.6K $1.02B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.8K
+ 140.47%
$53.94 - $58.15 $474K - $511K
15.1K $849M
NVDA
Nvidia Corp

Technology
2.18K
+ 20.13%
$117.0 - $148.88 $255K - $325K
13K $1.75B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
127K
+ 233.65%
$26.93 - $84.95 $3.43M - $10.8M
182K $4.96B
AAPL
Apple Inc.

Technology
3
+ 0.06%
$221.69 - $259.02 $665 - $777
5.24K $1.31B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
32
+ 0.27%
$100.18 - $109.1 $3.21K - $3.49K
12.1K $1.27B
VOT
Vanguard Mid Cap Growth Index

ETFs
5
+ 0.13%
$241.48 - $274.89 $1.21K - $1.37K
3.98K $1.01B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$163.08 - $198.16 $163 - $198
1.44K $273M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.32K
+ 10.37%
$25.0 - $25.11 $33K - $33.1K
14.1K $352M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
491
+ 2.64%
$139.44 - $150.37 $68.5K - $73.8K
19.1K $2.69B
EFG
Msci Eafe Growth ETF

ETFs
577
+ 15.64%
$96.83 - $106.88 $55.9K - $61.7K
4.27K $413M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
492
+ 6.47%
$26.55 - $26.67 $13.1K - $13.1K
8.1K $216M
FNDX
Schwab Fundamental U S Large C

ETFs
26.3K
+ 202.71%
$23.49 - $71.77 $617K - $1.89M
39.2K $929M
IVE
Ishares S&P 500 Value ETF

ETFs
8
+ 0.56%
$189.5 - $206.17 $1.52K - $1.65K
1.43K $274M
MSFT
Microsoft Corp

Technology
2
+ 0.16%
$406.35 - $454.46 $813 - $909
1.22K $514M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
49
+ 1.11%
$58.88 - $64.8 $2.89K - $3.18K
4.46K $263M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
73
+ 1.34%
$75.65 - $83.47 $5.52K - $6.09K
5.5K $419M
SOXX
Ishares Semiconductor ETF

ETFs
550
+ 4.83%
$211.27 - $239.8 $116K - $132K
11.9K $2.57B
JNJ
Johnson & Johnson

Healthcare
4
+ 0.07%
$143.34 - $165.86 $573 - $663
5.61K $811M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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