Beacon Financial Advisory LLC Purchases in Q4 2024

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
126K
+ 62.82%
$35.16 - $37.12 $4.43M - $4.68M
327K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
59
+ 0.81%
$213.65 - $479.86 $12.6K - $28.3K
7.36K $2.97M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.6K
+ 8.52%
$53.94 - $58.15 $733K - $790K
173K $9.75M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.3K
+ 123.02%
$50.62 - $50.97 $977K - $983K
35K $1.77M
USVM
Victory Portfolios Ii Victorys

ETFs
11K
+ 40.99%
$83.49 - $92.09 $920K - $1.01M
37.9K $3.19M
AEP
American Electric Power CO Inc

Utilities
9.81K
New
$90.91 - $102.21 $892K - $1M
9.81K $904K
QCOM
Qualcomm Inc

Technology
5.73K
+ 141.55%
$150.4 - $178.04 $862K - $1.02M
9.78K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
386
+ 2.08%
$180.88 - $232.93 $69.8K - $89.9K
19K $4.16M
AAPL
Apple Inc.

Technology
275
+ 0.88%
$221.69 - $259.02 $61K - $71.2K
31.5K $7.89M
KO
Coca Cola CO

Consumer Defensive
11.7K
+ 78.47%
$61.74 - $71.71 $720K - $836K
26.5K $1.65M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
6.05K
New
$78.43 - $87.17 $474K - $527K
6.05K $485K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.1K
+ 97.74%
$89.97 - $98.59 $369K - $405K
8.3K $788K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.61K
+ 14.61%
$94.43 - $105.47 $246K - $275K
20.4K $2.07M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.97K
New
$119.61 - $136.3 $355K - $405K
2.97K $366K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.1K
+ 63.83%
$35.45 - $40.33 $358K - $407K
25.9K $928K
GOOGL
Alphabet Inc.

Communication Services
792
+ 9.24%
$161.86 - $196.66 $128K - $156K
9.36K $1.77M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.01K
New
$316.94 - $357.88 $321K - $363K
1.01K $347K
PLTR
Palantir Technologies Inc.

Technology
4.48K
New
$36.46 - $82.38 $163K - $369K
4.48K $338K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.56K
+ 6.42%
$66.77 - $71.52 $237K - $254K
58.9K $4.06M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 1.9%
$205.18 - $250.29 $36.9K - $45.1K
9.66K $2.31M
AVGO
Broadcom Inc.

Technology
435
+ 13.93%
$159.67 - $250.0 $69.5K - $109K
3.56K $824K
IWF
Ishares Russell 1000 Gr ETF

ETFs
428
+ 10.19%
$370.24 - $418.94 $158K - $179K
4.63K $1.86M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.83K
+ 6.59%
$34.49 - $39.24 $132K - $150K
62K $2.3M
WFC
Wells Fargo & Company

Financial Services
3.59K
New
$54.98 - $77.35 $197K - $277K
3.59K $251K
JEPI
J P Morgan Exchange Traded Fd

ETFs
15K
+ 4.81%
$57.53 - $60.83 $865K - $915K
328K $18.8M
NFLX
Netflix Inc

Communication Services
11
+ 0.86%
$687.65 - $936.56 $7.56K - $10.3K
1.29K $1.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
72
+ 2.11%
$275.15 - $388.2 $19.8K - $28K
3.48K $1.19M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.77K
New
$26.55 - $27.32 $233K - $240K
8.77K $234K
HON
Honeywell International Inc

Industrials
1.03K
New
$202.84 - $236.0 $209K - $244K
1.03K $233K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.56K
New
$50.53 - $55.55 $230K - $253K
4.56K $232K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.61K
+ 43.92%
$42.79 - $44.9 $240K - $252K
18.4K $788K
MA
Mastercard Inc

Financial Services
415
New
$491.3 - $536.15 $204K - $223K
415 $218K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
12.3K
+ 37.23%
$18.62 - $19.05 $228K - $234K
45.2K $845K
MS
Morgan Stanley

Financial Services
1.7K
New
$104.42 - $134.99 $178K - $230K
1.7K $213K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.26K
+ 14.95%
$49.03 - $53.35 $160K - $174K
25.1K $1.28M
GILD
Gilead Sciences, Inc.

Healthcare
2.23K
New
$83.95 - $97.9 $188K - $219K
2.23K $206K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
4.93K
New
$40.18 - $41.59 $198K - $205K
4.93K $203K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 6.54%
$176.42 - $186.91 $222K - $235K
20.5K $3.64M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.66K
New
$26.16 - $28.82 $200K - $221K
7.66K $200K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
2.93K
+ 42.3%
$59.58 - $63.93 $175K - $187K
9.85K $602K
C
Citigroup Inc

Financial Services
320
+ 1.52%
$61.31 - $72.5 $19.6K - $23.2K
21.4K $1.5M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.29K
+ 63.6%
$43.6 - $47.2 $187K - $203K
11K $482K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14K
+ 477.52%
$25.93 - $105.3 $363K - $1.47M
16.9K $471K
OEF
Ishares S&P 100 ETF

ETFs
618
+ 35.99%
N/A
2.34K $621K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
3.4K
+ 60.23%
$45.35 - $47.21 $154K - $161K
9.05K $420K
XLY
Select Sector Spdr Consumer Di

ETFs
115
+ 2.07%
$194.8 - $239.43 $22.4K - $27.5K
5.68K $1.27M
DIS
Walt Disney CO

Communication Services
207
+ 2.37%
$92.39 - $117.6 $19.1K - $24.3K
8.94K $995K
VUG
Vanguard Growth ETF

ETFs
226
+ 9.55%
$378.79 - $428.11 $85.6K - $96.8K
2.59K $1.06M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
2.92K
+ 30.72%
$48.43 - $52.86 $142K - $155K
12.4K $617K
Activity Summary
Buys All Purchases 200 New Holdings 16 Increased Positions 184 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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