Beacon Financial Advisory LLC Purchases in Q3 2025

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
11
+ 0.11%
$87.67 - $95.74 $964 - $1.05K
10.3K $979K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
927
+ 5.57%
$70.85 - $76.96 $65.7K - $71.3K
17.6K $1.33M
OEF
Ishares S&P 100 ETF

ETFs
284
+ 8.9%
N/A
3.48K $924K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.91K
+ 6.89%
$26.38 - $27.95 $50.4K - $53.4K
29.6K $808K
AOM
Ishares Tr Core Moderate Alloc

ETFs
136
+ 0.31%
$45.4 - $47.61 $6.17K - $6.47K
43.6K $2.07M
DVY
Ishares Tr

ETFs
30
+ 0.41%
$133.88 - $142.57 $4.02K - $4.28K
7.32K $1.04M
EXPE
Expedia Group, Inc.

Consumer Cyclical
5
+ 0.32%
$171.01 - $228.24 $855 - $1.14K
1.58K $337K
PFE
Pfizer Inc

Healthcare
3
+ 0.01%
$23.29 - $25.88 $69.9 - $77.6
53.7K $1.37M
PEP
Pepsico Inc

Consumer Defensive
294
+ 10.95%
$133.81 - $152.16 $39.3K - $44.7K
2.98K $418K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
850
+ 19.02%
$51.7 - $54.73 $43.9K - $46.5K
5.32K $291K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
17
+ 1.69%
$224.68 - $282.71 $3.82K - $4.81K
1.02K $285K
XLC
Select Sector Spdr Tr Communic

ETFs
15
+ 0.27%
$105.99 - $119.41 $1.59K - $1.79K
5.57K $659K
META
Meta Platforms, Inc.

Communication Services
93
+ 2.87%
$695.21 - $791.73 $64.7K - $73.6K
3.34K $2.45M
SKYY
First Trust Cloud Computing Et

ETFs
7
+ 0.17%
$118.24 - $138.53 $828 - $970
4.18K $561K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.48K
+ 2.55%
$22.9 - $23.58 $33.8K - $34.8K
59.4K $1.39M
MS
Morgan Stanley

Financial Services
89
+ 4.33%
$139.09 - $161.16 $12.4K - $14.3K
2.14K $340K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.25%
$567.09 - $607.37 $2.27K - $2.43K
1.6K $954K
IGRO
Ishares Tr International Divid

ETFs
511
+ 4.68%
$75.97 - $80.24 $38.8K - $41K
11.4K $910K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
34
+ 0.66%
$110.74 - $122.12 $3.77K - $4.15K
5.2K $629K
VHT
Vanguard Health Care ETF

ETFs
101
+ 5.62%
$239.12 - $259.95 $24.2K - $26.3K
1.9K $492K
AMGN
Amgen Inc

Healthcare
152
+ 15.54%
$271.18 - $309.22 $41.2K - $47K
1.13K $318K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.25K
+ 8.52%
$26.88 - $27.78 $33.5K - $34.6K
15.9K $440K
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.02%
$89.72 - $93.74 $269 - $281
16.2K $1.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 0.08%
$92.26 - $97.51 $738 - $780
9.43K $910K
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.69%
$303.93 - $329.86 $3.34K - $3.63K
1.61K $526K
LMT
Lockheed Martin Corp

Industrials
11
+ 1.07%
$410.74 - $499.21 $4.52K - $5.49K
1.04K $516K
PHYS
Sprott Physical Gold Trust

Financial Services
180
+ 2.14%
$25.02 - $29.62 $4.5K - $5.33K
8.58K $254K
BOTZ
Global X Fds

ETFs
129
+ 1.05%
$32.14 - $35.96 $4.15K - $4.64K
12.5K $441K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
151
+ 2.66%
$79.76 - $85.78 $12K - $13K
5.82K $493K
VTWO
Vanguard Russell 2000 ETF

ETFs
45
+ 1.37%
$86.92 - $99.32 $3.91K - $4.47K
3.33K $325K
XLI
Industrial Sector Spdr

ETFs
77
+ 1.97%
$147.94 - $154.99 $11.4K - $11.9K
3.99K $615K
T
At&T Inc.

Communication Services
2.54K
+ 5.2%
$26.94 - $29.62 $68.3K - $75.1K
51.3K $1.45M
RVT
Royce Value Trust, Inc.

Financial Services
1.28K
+ 7.92%
$14.94 - $16.5 $19K - $21K
17.4K $280K
ABT
Abbott Laboratories

Healthcare
325
+ 12.76%
$120.51 - $136.62 $39.2K - $44.4K
2.87K $384K
AOR
Ishares Tr Core Growth Allocat

ETFs
118
+ 1.13%
$60.99 - $64.39 $7.2K - $7.6K
10.5K $677K
PSEC
Prospect Capital Corp

Financial Services
15.8K
+ 102.42%
$2.59 - $3.47 $40.9K - $54.8K
31.2K $85K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.12%
$276.51 - $305.12 $553 - $610
1.68K $499K
JHPI
John Hancock ETF Preferred Inc

ETFs
446
+ 1.22%
$22.54 - $23.42 $10.1K - $10.4K
37.1K $859K
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.23%
$164.63 - $174.58 $1.15K - $1.22K
3.08K $537K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 0.22%
$56.02 - $60.3 $1.29K - $1.39K
10.4K $620K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1
+ 0.12%
$231.32 - $272.35 $231 - $272
852 $231K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
345
+ 7.99%
$78.11 - $79.07 $26.9K - $27.3K
4.67K $368K
MA
Mastercard Inc

Financial Services
42
+ 7.49%
$550.18 - $598.96 $23.1K - $25.2K
603 $342K
XLF
Financial Sector Spdr

ETFs
3
+ 0.02%
$51.37 - $54.25 $154 - $163
17.5K $945K
UNP
Union Pacific Corp

Industrials
88
+ 9.37%
$214.91 - $237.16 $18.9K - $20.9K
1.03K $242K
XSW
Spdr S&P Software & Services E

ETFs
53
+ 2.8%
$177.48 - $205.24 $9.41K - $10.9K
1.95K $385K
F
Ford Motor CO

Consumer Cyclical
137
+ 0.66%
$10.82 - $12.09 $1.48K - $1.66K
20.9K $250K
TTWO
Take Two Interactive Software Inc

Communication Services
3
+ 0.19%
$217.37 - $259.96 $652 - $780
1.58K $406K
UBER
Uber Technologies, Inc

Technology
87
+ 2.76%
$86.91 - $99.57 $7.56K - $8.66K
3.23K $316K
Activity Summary
Buys All Purchases 233 New Holdings 35 Increased Positions 198 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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