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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.51K
+ 38.35%
$56.04 - $62.99 $141K - $158K
9.05K $552K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.63K
+ 31.17%
$75.88 - $83.21 $124K - $136K
6.86K $570K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.37K
+ 36.6%
$89.91 - $101.33 $124K - $139K
5.13K $503K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.5K
New
$14.16 - $14.47 $149K - $152K
10.5K $151K
JNJ
Johnson & Johnson

Healthcare
116
+ 1.39%
$145.48 - $167.38 $16.9K - $19.4K
8.44K $1.37M
CGUS
Capital Group Core Equity ETF
3.2K
+ 16.56%
$31.19 - $34.33 $99.9K - $110K
22.5K $772K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.22K
+ 3.2%
$38.51 - $41.69 $47.1K - $51K
39.5K $1.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.2K
+ 34.83%
$96.25 - $101.98 $115K - $122K
4.63K $468K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.6K
+ 19.91%
$50.52 - $50.95 $132K - $133K
15.7K $797K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.92K
+ 38.28%
$54.33 - $60.04 $104K - $115K
6.93K $415K
IWR
Ishares Russell Mid Cap ETF

ETFs
651
+ 6.67%
$79.92 - $88.19 $52K - $57.4K
10.4K $917K
XOM
Exxon Mobil Corp

Energy
860
+ 8.86%
$109.72 - $119.0 $94.4K - $102K
10.6K $1.24M
HD
Home Depot, Inc.

Consumer Cyclical
64
+ 4.14%
$333.64 - $405.2 $21.4K - $25.9K
1.61K $652K
IGRO
Ishares Tr International Divid

ETFs
734
+ 8.09%
$66.7 - $75.25 $49K - $55.2K
9.81K $731K
INDA
Ishares Msci India Index Fund

ETFs
1.72K
+ 25.93%
$54.86 - $59.22 $94.1K - $102K
8.33K $487K
DVY
Ishares Tr

ETFs
54
+ 0.7%
$119.99 - $135.74 $6.48K - $7.33K
7.74K $1.05M
IVE
Ishares S&P 500 Value ETF

ETFs
357
+ 12.31%
$181.06 - $197.17 $64.6K - $70.4K
3.26K $642K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
1.76K
+ 22.65%
$44.69 - $48.87 $78.5K - $85.9K
9.51K $464K
ITOT
Ishares Core S&P Total U.S. St

ETFs
260
+ 2.36%
$113.41 - $125.62 $29.5K - $32.7K
11.3K $1.42M
KAPR
Innovator U.S. Small Cap Power

ETFs
2.92K
+ 37.54%
$30.54 - $32.65 $89K - $95.2K
10.7K $346K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.54K
+ 26.24%
$30.74 - $34.07 $78K - $86.4K
12.2K $415K
PLD
Prologis, Inc.

Real Estate
544
+ 21.01%
$111.95 - $132.43 $60.9K - $72K
3.13K $395K
CGGO
Capital Group Global Growth Eq

ETFs
2.83K
+ 11.92%
$27.25 - $30.52 $77.1K - $86.3K
26.6K $800K
AOM
Ishares Tr Core Moderate Alloc

ETFs
81
+ 0.18%
$42.66 - $45.18 $3.46K - $3.66K
45.3K $2.04M
RMTI
Rockwell Medical, Inc.

Healthcare
24.6K
New
$1.67 - $4.4 $41.2K - $108K
24.6K $97K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.43K
+ 9.95%
$32.65 - $36.69 $46.7K - $52.5K
15.8K $575K
VGT
Vanguard Information Technolog

ETFs
128
+ 6.32%
$514.43 - $606.85 $65.8K - $77.7K
2.15K $1.26M
SCHG
Schwab Strategic Tr Us Large C

ETFs
815
+ 38.5%
$92.63 - $105.69 $75.5K - $86.1K
2.93K $305K
BOND
Pimco Active Bond Exchange Tra

ETFs
558
+ 5.11%
$90.01 - $95.32 $50.2K - $53.2K
11.5K $1.09M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.42K
+ 6.97%
$31.05 - $34.29 $44.2K - $48.8K
21.8K $748K
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.56K
+ 8.22%
$35.57 - $37.86 $55.3K - $58.9K
20.5K $775K
IEFA
Ishares Tr

ETFs
295
+ 2.65%
$70.09 - $78.74 $20.7K - $23.2K
11.4K $892K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
6.32K
+ 42.7%
$7.28 - $11.9 $46K - $75.2K
21.1K $198K
DFAS
Dimensional ETF Tr U S Small C

ETFs
544
+ 6.0%
$59.25 - $65.33 $32.2K - $35.5K
9.61K $623K
EFG
Msci Eafe Growth ETF

ETFs
241
+ 2.4%
$96.84 - $108.77 $23.3K - $26.2K
10.3K $1.1M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
6
+ 0.04%
$53.15 - $59.61 $319 - $358
14.4K $843K
NOC
Northrop Grumman Corp

Industrials
15
+ 2.12%
$423.73 - $533.14 $6.36K - $8K
723 $381K
SKYY
First Trust Cloud Computing Et

ETFs
440
+ 11.67%
$86.45 - $102.48 $38K - $45.1K
4.21K $430K
PGR
Progressive Corp

Financial Services
34
+ 2.73%
$209.46 - $259.24 $7.12K - $8.81K
1.28K $324K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 0.27%
$523.84 - $572.02 $2.62K - $2.86K
1.85K $1.05M
SHW
Sherwin Williams CO

Basic Materials
9
+ 1.26%
$294.65 - $384.0 $2.65K - $3.46K
724 $276K
BJUL
Innovator U.S. Equity Buffer E

ETFs
1.23K
+ 25.1%
$40.26 - $43.68 $49.6K - $53.8K
6.14K $267K
IAPR
Innovator Etfs Tr Internationa

ETFs
1.8K
+ 22.78%
$26.49 - $28.58 $47.7K - $51.4K
9.7K $275K
BOTZ
Global X Fds

ETFs
1.16K
+ 7.89%
$27.68 - $32.27 $32.1K - $37.4K
15.8K $509K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.24%
$120.56 - $135.44 $1.21K - $1.35K
4.16K $563K
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 4.05%
$801.83 - $917.05 $22.5K - $25.7K
719 $637K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
783
+ 12.55%
$42.87 - $45.76 $33.6K - $35.8K
7.02K $317K
AVGO
Broadcom Inc.

Technology
2.82K
+ 923.93%
$136.27 - $1745.86 $384K - $4.92M
3.12K $538K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
203
+ 1.03%
$45.2 - $47.87 $9.18K - $9.72K
19.9K $945K
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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