Beacon Financial Advisory LLC Purchases in Q3 2024

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
50K
+ 33.2%
$32.96 - $36.48 $1.65M - $1.82M
201K $7.31M
FVD
First Tr Value Line Divid Inde

ETFs
19.4K
+ 8.46%
$40.45 - $45.49 $784K - $881K
248K $11.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.9K
+ 6.45%
$54.98 - $59.51 $1.04M - $1.13M
313K $18.6M
USVM
Victory Portfolios Ii Victorys

ETFs
15.6K
+ 138.1%
$76.8 - $85.09 $1.2M - $1.33M
26.9K $2.29M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.41K
New
$217.89 - $392.15 $742K - $1.34M
3.41K $955K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.8K
+ 7.99%
$49.7 - $56.11 $586K - $661K
159K $8.75M
TSLA
Tesla, Inc.

Consumer Cyclical
467
+ 6.83%
$191.76 - $263.26 $89.6K - $123K
7.3K $1.91M
UPS
United Parcel Service Inc

Industrials
3.96K
+ 37.9%
$123.32 - $147.38 $488K - $584K
14.4K $1.96M
VTV
Vanguard Value ETF

ETFs
1.91K
+ 14.88%
$159.75 - $174.57 $306K - $334K
14.8K $2.58M
EFV
Msci Eafe Value ETF

ETFs
7.85K
+ 63.9%
$51.72 - $57.96 $406K - $455K
20.1K $1.16M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.66K
+ 60.44%
$47.41 - $50.82 $363K - $389K
20.3K $1.03M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.99K
+ 18.27%
$30.71 - $34.79 $276K - $313K
58.2K $2.02M
DGRO
Ishares Core Dividend Growth E

ETFs
3.52K
+ 11.34%
$57.47 - $62.76 $202K - $221K
34.6K $2.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.88K
+ 16.03%
$117.9 - $128.2 $222K - $241K
13.6K $1.75M
PAVE
Global X Fds Us Infrastructure

ETFs
5.38K
+ 19.56%
$36.39 - $41.16 $196K - $222K
32.9K $1.35M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.94K
New
$71.01 - $78.81 $280K - $311K
3.94K $310K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
6.75K
New
$40.6 - $45.07 $274K - $304K
6.75K $304K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.04K
+ 18.44%
$44.83 - $47.42 $226K - $239K
32.4K $1.53M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
6.38K
New
$42.89 - $45.8 $274K - $292K
6.38K $287K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.33K
New
$77.02 - $85.06 $257K - $283K
3.33K $281K
IBM
International Business Machines Corp

Technology
76
+ 1.41%
$175.1 - $223.38 $13.3K - $17K
5.46K $1.21M
ACMR
Acm Research, Inc.

Technology
13.5K
New
$15.01 - $25.52 $203K - $345K
13.5K $274K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
328
+ 15.37%
$405.19 - $478.57 $133K - $157K
2.46K $1.13M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.6K
New
$66.31 - $74.08 $239K - $267K
3.6K $264K
OEF
Ishares S&P 100 ETF

ETFs
945
+ 122.41%
$266.03 - $266.03 $251K - $251K
1.72K $456K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.29K
+ 70.77%
$42.76 - $45.16 $226K - $239K
12.8K $570K
ABBV
Abb Vie Inc.

Healthcare
157
+ 1.91%
$163.84 - $199.33 $25.7K - $31.3K
8.37K $1.65M
IXUS
Ishares Tr

ETFs
3.27K
New
$64.9 - $73.35 $212K - $240K
3.27K $237K
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.87K
New
$37.89 - $40.48 $222K - $238K
5.87K $237K
DFIV
Dimensional ETF Tr

ETFs
6.17K
New
$34.66 - $38.38 $214K - $237K
6.17K $234K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.58K
New
$112.12 - $149.09 $177K - $235K
1.58K $233K
V
Visa Inc.

Financial Services
483
+ 6.35%
$253.74 - $291.56 $123K - $141K
8.09K $2.23M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.07K
New
$100.75 - $111.62 $208K - $231K
2.07K $225K
GE
General Electric CO

Industrials
1.16K
New
$156.66 - $189.66 $182K - $221K
1.16K $219K
VV
Vanguard Large Cap ETF

ETFs
825
New
$236.92 - $263.4 $195K - $217K
825 $217K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
490
+ 10.5%
$72.18 - $107.33 $35.4K - $52.6K
5.16K $547K
DFAX
Dimensional ETF Tr
7.75K
New
$24.29 - $27.25 $188K - $211K
7.75K $209K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
4.89K
New
$39.18 - $42.26 $192K - $207K
4.89K $206K
IWF
Ishares Russell 1000 Gr ETF

ETFs
439
+ 11.67%
$332.02 - $382.76 $146K - $168K
4.2K $1.58M
IAU
Ishares Gold Trust

ETFs
4.14K
New
$44.06 - $50.5 $182K - $209K
4.14K $205K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
5.78K
New
$33.87 - $34.82 $196K - $201K
5.78K $201K
ABT
Abbott Laboratories

Healthcare
1.76K
New
$100.07 - $118.13 $176K - $208K
1.76K $200K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.45K
+ 18.7%
$52.1 - $59.66 $127K - $146K
15.5K $919K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.59K
+ 35.26%
$18.36 - $19.08 $158K - $164K
32.9K $628K
WMT
Walmart Inc.

Consumer Defensive
287
+ 2.4%
$66.91 - $81.4 $19.2K - $23.4K
12.3K $989K
RSP
Invesco S&P 500 Equal Weight E

ETFs
485
+ 8.12%
$162.83 - $179.16 $79K - $86.9K
6.46K $1.16M
CRM
Salesforce, Inc.

Technology
525
+ 31.88%
$238.42 - $276.53 $125K - $145K
2.17K $594K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.44K
+ 12.59%
$44.24 - $49.47 $108K - $121K
21.8K $1.08M
PDI
Pimco Dynamic Income Fund

Financial Services
6.38K
+ 24.38%
$18.7 - $20.25 $119K - $129K
32.5K $658K
Activity Summary
Buys All Purchases 169 New Holdings 27 Increased Positions 142 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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