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
IGE
Ishares Tr North Amern Nat Res

ETFs
9
+ 0.19%
$44.5 - $49.6 $401 - $446
4.65K $227K
LLY
Eli Lilly & CO

Healthcare
39
+ 8.97%
$625.65 - $812.69 $24.4K - $31.7K
474 $361K
VZ
Verizon Communications Inc

Communication Services
2
+ 0.01%
$40.84 - $45.06 $81.7 - $90.1
28.4K $1.25M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.05%
$128.41 - $138.03 $128 - $138
2.04K $281K
IXUS
Ishares Tr

ETFs
9
+ 0.27%
$76.35 - $82.58 $687 - $743
3.32K $274K
DSI
Ishares Msci Kld 400 Social Et

ETFs
12
+ 0.68%
$115.96 - $125.95 $1.39K - $1.51K
1.77K $222K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
23
+ 0.35%
$53.48 - $56.56 $1.23K - $1.3K
6.63K $374K
MPW
Medical Properties Trust Inc

Real Estate
206
+ 1.01%
$3.98 - $5.13 $820 - $1.06K
20.5K $104K
BOND
Pimco Active Bond Exchange Tra

ETFs
14
+ 0.11%
$90.83 - $93.81 $1.27K - $1.31K
12.5K $1.17M
NKE
Nike, Inc.

Consumer Cyclical
348
+ 4.52%
$69.24 - $79.24 $24.1K - $27.6K
8.04K $560K
VRT
Vertiv Holdings CO

Industrials
115
+ 5.6%
N/A
2.17K $188K
DIHP
Dimensional ETF Tr Dimensional

ETFs
52
+ 0.6%
$28.69 - $30.59 $1.49K - $1.59K
8.74K $265K
AGNC
Agnc Investment Corp.

Real Estate
118
+ 0.99%
$9.2 - $10.37 $1.09K - $1.22K
12.1K $118K
FISV
Fiserv Inc

Technology
56
+ 2.03%
N/A
2.81K $351K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.06%
$136.48 - $142.97 $136 - $143
1.76K $245K
XLB
Select Sector Spdr Fd Material

ETFs
7
+ 0.2%
$86.72 - $92.61 $607 - $648
3.51K $314K
CCL
Carnival Corp

Consumer Cyclical
23
+ 0.27%
$28.37 - $32.49 $653 - $747
8.49K $245K
COF
Capital One Financial Corp

Financial Services
36
+ 2.57%
$207.29 - $229.74 $7.46K - $8.27K
1.44K $305K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
37
+ 1.34%
$94.11 - $95.78 $3.48K - $3.54K
2.79K $267K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
318
+ 2.39%
$7.98 - $8.29 $2.54K - $2.64K
13.6K $111K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5
+ 0.09%
$102.4 - $103.88 $512 - $519
5.38K $556K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5
+ 0.12%
$72.01 - $74.44 $360 - $372
4.18K $306K
XLP
Consumer Staples Sector Spdr

ETFs
11
+ 0.15%
N/A
7.28K $553K
Ark 21 Shares Bitcoin ETF
121
+ 0.75%
N/A
16.4K $0
SFLR
Innovator Etfs Tr Equity Manag
3.74K
+ 5.79%
N/A
68.3K $0
Innovator Etfs Trust
18.9K
New
N/A
18.9K $0
Innovator Etfs Trust
3.82K
New
N/A
3.82K $0
Global X Fds
4.08K
New
N/A
4.08K $0
TAFI
Ab Active Etfs Inc Tax Aware S
18
+ 0.2%
N/A
9.23K $0
PSEP
Innovator U.S. Equity Power Bu
8.75K
+ 57.62%
N/A
23.9K $0
T Rowe Price ETF Inc
39.1K
+ 19.02%
N/A
244K $0
American Healthcare Reit Inc
4.53K
+ 72.5%
N/A
10.8K $0
Innovator Etfs Trust
16.1K
New
N/A
16.1K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
5.75K
New
N/A
5.75K $0
Innovator Etfs Trust
13.1K
New
N/A
13.1K $0
Arista Networks Inc
160
+ 7.98%
N/A
2.17K $0
Goldman Sachs ETF Tr
24.6K
+ 147.06%
N/A
41.4K $0
Tidal Trust Iii
10K
New
N/A
10K $0
Blackrock ETF Trust
11.5K
+ 156.08%
N/A
18.9K $0
Ge Healthcare Technologies I
10
+ 0.31%
N/A
3.24K $0
Innovator Etfs Trust
9.98K
New
N/A
9.98K $0
ILCG
Ishares Morningstar Growth ETF
3
+ 0.02%
N/A
19.4K $0
CGSD
Capital Grp Core Plus Income E
3.28K
+ 31.15%
N/A
13.8K $0
Calamos ETF Tr
1.11K
+ 1.24%
N/A
90.9K $0
Calamos ETF Tr
25.3K
New
N/A
25.3K $0
Msc Income Fund Inc
19.9K
New
N/A
19.9K $0
Morgan Stanley ETF Trust
1.43K
+ 17.88%
N/A
9.44K $0
Goldman Sachs ETF Tr
6.22K
+ 48.35%
N/A
19.1K $0
Capital Group Core Balanced
3.42K
+ 8.65%
N/A
43K $0
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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