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
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
754
+ 12.18%
$47.95 - $49.61 $36.2K - $37.4K
6.94K $343K
SCHO
Schwab Short Term Us Treasury

ETFs
485
+ 1.86%
$47.93 - $49.06 $23.2K - $23.8K
26.6K $1.3M
JHPI
John Hancock ETF Preferred Inc

ETFs
594
+ 1.73%
$22.29 - $23.48 $13.2K - $13.9K
34.8K $809K
FE
Firstenergy Corp

Utilities
45
+ 0.7%
$38.25 - $44.54 $1.72K - $2K
6.45K $286K
PFFA
Etfis Ser Tr I

ETFs
116
+ 0.54%
$20.94 - $22.98 $2.43K - $2.67K
21.5K $491K
BWXT
Bwx Technologies, Inc.

Industrials
60
+ 2.49%
$92.38 - $108.7 $5.54K - $6.52K
2.47K $268K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
433
+ 1.23%
$59.61 - $60.15 $25.8K - $26K
35.8K $2.14M
XLV
Select Sector Spdr Fund Health

ETFs
132
+ 7.86%
$143.3 - $157.24 $18.9K - $20.8K
1.81K $279K
MPW
Medical Properties Trust Inc

Real Estate
1.52K
+ 8.86%
$4.03 - $6.38 $6.14K - $9.72K
18.7K $109K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
80
+ 1.92%
$64.57 - $71.76 $5.17K - $5.74K
4.25K $304K
AOR
Ishares Tr Core Growth Allocat

ETFs
106
+ 1.16%
$55.15 - $59.31 $5.85K - $6.29K
9.26K $548K
MBB
Ishares Tr

ETFs
95
+ 1.56%
$90.85 - $96.66 $8.63K - $9.18K
6.17K $591K
PG
Procter & Gamble CO

Consumer Defensive
59
+ 2.28%
$160.76 - $177.82 $9.48K - $10.5K
2.65K $458K
IWS
Ishares Russell Midcap Value E

ETFs
11
+ 0.42%
$119.52 - $132.25 $1.31K - $1.45K
2.66K $351K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.16%
$261.88 - $288.1 $786 - $864
1.9K $536K
ANET
Arista Networks, Inc.

Technology
30
+ 4.92%
$311.42 - $388.21 $9.34K - $11.6K
640 $245K
XLC
Select Sector Spdr Tr Communic

ETFs
99
+ 2.12%
$82.16 - $90.4 $8.13K - $8.95K
4.77K $431K
XLB
Select Sector Spdr Fd Material

ETFs
10
+ 0.26%
$86.95 - $97.09 $870 - $971
3.8K $365K
VTI
Vanguard Total Stock Market Et

ETFs
24
+ 1.5%
$255.18 - $283.2 $6.12K - $6.8K
1.63K $460K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
23
+ 0.35%
$48.87 - $54.0 $1.12K - $1.24K
6.54K $353K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.16%
$125.95 - $142.04 $378 - $426
1.88K $266K
LLY
Eli Lilly & CO

Healthcare
37
+ 15.74%
$772.14 - $960.02 $28.6K - $35.5K
272 $240K
IYK
Ishares U.S. Consumer Staples

ETFs
24
+ 0.46%
$65.27 - $72.12 $1.57K - $1.73K
5.24K $369K
RVT
Royce Value Trust, Inc.

Financial Services
734
+ 5.83%
$14.28 - $16.01 $10.5K - $11.8K
13.3K $209K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
79
+ 1.92%
$79.58 - $91.64 $6.29K - $7.24K
4.2K $380K
AMD
Advanced Micro Devices Inc

Technology
103
+ 6.18%
$128.67 - $183.96 $13.3K - $18.9K
1.77K $290K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.04%
$107.72 - $119.96 $108 - $120
2.64K $316K
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.07%
$76.12 - $88.31 $152 - $177
2.92K $256K
AMGN
Amgen Inc

Healthcare
34
+ 4.63%
$309.38 - $337.38 $10.5K - $11.5K
769 $247K
WBD
Warner Bros. Discovery, Inc.

Communication Services
831
+ 7.27%
$6.71 - $8.78 $5.58K - $7.3K
12.3K $101K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
31
+ 0.27%
$41.95 - $43.42 $1.3K - $1.35K
11.4K $493K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3
+ 0.1%
$80.24 - $91.14 $241 - $273
3.01K $273K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.1%
$103.87 - $117.59 $208 - $235
2.05K $239K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
42
+ 1.5%
$92.1 - $95.52 $3.87K - $4.01K
2.84K $270K
FSK
Fs Kkr Capital Corp

Financial Services
304
+ 0.46%
$18.74 - $20.43 $5.7K - $6.21K
66.9K $1.32M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
20
+ 0.18%
$7.45 - $8.23 $149 - $165
11.2K $90K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.23%
$211.35 - $255.11 $423 - $510
869 $216K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
883
+ 5.03%
$15.5 - $16.99 $13.7K - $15K
18.4K $305K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
+ 2.76%
$460.0 - $505.78 $5.52K - $6.07K
446 $207K
FISV
Fiserv Inc

Technology
29
+ 0.91%
N/A
3.22K $402K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10
+ 0.78%
$147.95 - $191.05 $1.48K - $1.91K
1.29K $223K
SACH
Sachem Capital Corp.

Real Estate
405
+ 3.28%
$2.25 - $3.0 $911 - $1.22K
12.7K $32K
IGE
Ishares Tr North Amern Nat Res

ETFs
18
+ 0.31%
$42.07 - $45.59 $757 - $821
5.76K $253K
CGMS
Capital Grp Core Plus Income E
10.2K
New
N/A
10.2K $0
Blackrock ETF Trust Ii
1.89K
+ 46.87%
N/A
5.92K $0
Ark 21 Shares Bitcoin ETF
8
+ 0.21%
N/A
3.78K $0
Capital Group Core Balanced
5.91K
+ 42.17%
N/A
19.9K $0
First Tr Exchng Traded Fd Vi
9.07K
New
N/A
9.07K $0
SFLR
Innovator Etfs Tr Equity Manag
10.2K
+ 46.74%
N/A
32K $0
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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