Beacon Financial Advisory LLC Incresed Positions in Q3 2024

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
BOND
Pimco Active Bond Exchange Tra

ETFs
558
+ 5.11%
$90.01 - $95.32 $50.2K - $53.2K
11.5K $1.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
815
+ 38.5%
$92.63 - $105.69 $75.5K - $86.1K
2.93K $305K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.42K
+ 6.97%
$31.05 - $34.29 $44.2K - $48.8K
21.8K $748K
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
EFG
Msci Eafe Growth ETF

ETFs
241
+ 2.4%
$96.84 - $108.77 $23.3K - $26.2K
10.3K $1.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
544
+ 6.0%
$59.25 - $65.33 $32.2K - $35.5K
9.61K $623K
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
BJUL
Innovator U.S. Equity Buffer E

ETFs
1.23K
+ 25.1%
$40.26 - $43.68 $49.6K - $53.8K
6.14K $267K
SHW
Sherwin Williams CO

Basic Materials
9
+ 1.26%
$294.65 - $384.0 $2.65K - $3.46K
724 $276K
IAPR
Innovator Etfs Tr Internationa

ETFs
1.8K
+ 22.78%
$26.49 - $28.58 $47.7K - $51.4K
9.7K $275K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.24%
$120.56 - $135.44 $1.21K - $1.35K
4.16K $563K
BOTZ
Global X Fds

ETFs
1.16K
+ 7.89%
$27.68 - $32.27 $32.1K - $37.4K
15.8K $509K
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
SCHO
Schwab Short Term Us Treasury

ETFs
485
+ 1.86%
$47.93 - $49.06 $23.2K - $23.8K
26.6K $1.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
754
+ 12.18%
$47.95 - $49.61 $36.2K - $37.4K
6.94K $343K
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
MPW
Medical Properties Trust Inc

Real Estate
1.52K
+ 8.86%
$4.03 - $6.38 $6.14K - $9.72K
18.7K $109K
XLV
Select Sector Spdr Fund Health

ETFs
132
+ 7.86%
$143.3 - $157.24 $18.9K - $20.8K
1.81K $279K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
80
+ 1.92%
$64.57 - $71.76 $5.17K - $5.74K
4.25K $304K
MBB
Ishares Tr

ETFs
95
+ 1.56%
$90.85 - $96.66 $8.63K - $9.18K
6.17K $591K
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.22%
$240.48 - $267.94 $962 - $1.07K
1.84K $492K
AOR
Ishares Tr Core Growth Allocat

ETFs
106
+ 1.16%
$55.15 - $59.31 $5.85K - $6.29K
9.26K $548K
IWS
Ishares Russell Midcap Value E

ETFs
11
+ 0.42%
$119.52 - $132.25 $1.31K - $1.45K
2.66K $351K
ANET
Arista Networks, Inc.

Technology
30
+ 4.92%
$311.42 - $388.21 $9.34K - $11.6K
640 $245K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.16%
$261.88 - $288.1 $786 - $864
1.9K $536K
PG
Procter & Gamble CO

Consumer Defensive
59
+ 2.28%
$160.76 - $177.82 $9.48K - $10.5K
2.65K $458K
XLB
Select Sector Spdr Fd Material

ETFs
10
+ 0.26%
$86.95 - $97.09 $870 - $971
3.8K $365K
XLC
Select Sector Spdr Tr Communic

ETFs
99
+ 2.12%
$82.16 - $90.4 $8.13K - $8.95K
4.77K $431K
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
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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