Beacon Financial Planning, Inc Purchases in Q3 2025

Beacon Financial Planning, Inc

  • $193 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
40.4K
New
N/A
40.4K $3.34B
FNDF
Schwab Fundamental Intl Large

ETFs
9.57K
+ 3.14%
$39.84 - $43.15 $381K - $413K
314K $13.5B
WELL
Welltower Inc.

Real Estate
844
+ 3.09%
$150.71 - $178.14 $127K - $150K
28.1K $5.01B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.62K
+ 10.58%
$54.35 - $59.32 $251K - $274K
48.3K $2.86B
SOXX
Ishares Semiconductor ETF

ETFs
170
+ 1.57%
$236.93 - $271.12 $40.3K - $46.1K
11K $2.98B
NVDA
Nvidia Corp

Technology
37
+ 0.28%
$153.3 - $186.58 $5.67K - $6.9K
13.2K $2.47B
AAPL
Apple Inc.

Technology
81
+ 1.44%
$202.38 - $256.87 $16.4K - $20.8K
5.72K $1.46B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.15K
+ 95.86%
$108.08 - $121.73 $233K - $262K
4.4K $530M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.07K
+ 17.78%
$86.07 - $90.74 $264K - $278K
20.3K $1.82B
DIS
Walt Disney CO

Communication Services
2.23K
New
$112.25 - $124.0 $250K - $277K
2.23K $255M
AVGO
Broadcom Inc.

Technology
651
New
$264.74 - $369.57 $172K - $241K
651 $215M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
383
+ 5.41%
$236.25 - $257.69 $90.5K - $98.7K
7.47K $1.92B
JPM
Jpmorgan Chase & CO

Financial Services
658
New
$282.78 - $316.06 $186K - $208K
658 $207M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
399
+ 2.16%
$142.94 - $152.69 $57K - $60.9K
18.9K $2.85B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
644
+ 0.31%
$26.38 - $27.95 $17K - $18K
208K $5.68B
DGRO
Ishares Core Dividend Growth E

ETFs
1.45K
+ 8.06%
$64.12 - $68.08 $93.1K - $98.9K
19.5K $1.33B
JNJ
Johnson & Johnson

Healthcare
13
+ 0.28%
$155.17 - $185.42 $2.02K - $2.41K
4.6K $852M
VOOV
Vanguard S&P 500 Value ETF

ETFs
68
+ 0.72%
$187.97 - $199.47 $12.8K - $13.6K
9.57K $1.91B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
610
+ 2.48%
$53.81 - $57.52 $32.8K - $35.1K
25.2K $1.45B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
28
+ 0.23%
$109.47 - $119.06 $3.07K - $3.33K
12.2K $1.44B
FNDX
Schwab Fundamental U S Large C

ETFs
90
+ 0.26%
$24.38 - $26.34 $2.19K - $2.37K
35.2K $926M
Pimco ETF Tr
1.06K
+ 2.49%
N/A
43.5K $1.17B
VOT
Vanguard Mid Cap Growth Index

ETFs
4
+ 0.1%
$282.75 - $294.19 $1.13K - $1.18K
3.99K $1.17B
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$433.97 - $484.08 $434 - $484
869 $417M
Blackrock ETF Trust Ii
298
+ 1.26%
N/A
23.9K $1.27B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.34%
$68.24 - $73.73 $955 - $1.03K
4.12K $302M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.42%
$194.44 - $206.51 $1.17K - $1.24K
1.45K $300M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 4.48%
$211.65 - $238.24 $11.6K - $13.1K
1.28K $282M
ECL
Ecolab Inc.

Basic Materials
6
+ 0.59%
$259.39 - $285.47 $1.56K - $1.71K
1.03K $282M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
168
+ 0.42%
$23.29 - $23.38 $3.91K - $3.93K
40.6K $948M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
108
+ 0.76%
$25.09 - $25.19 $2.71K - $2.72K
14.3K $360M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
106
+ 0.66%
$22.84 - $22.95 $2.42K - $2.43K
16.2K $371M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
42
+ 0.15%
$26.71 - $26.81 $1.12K - $1.13K
27.3K $731M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
45
+ 0.48%
N/A
9.35K $227M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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