Beacon Financial Advisory LLC Incresed Positions in Q3 2025

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
75
+ 0.33%
$57.75 - $67.68 $4.33K - $5.08K
22.9K $1.51M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
103
+ 1.0%
$68.94 - $86.3 $7.1K - $8.89K
10.4K $898K
CVX
Chevron Corp

Energy
420
+ 4.65%
$145.57 - $161.83 $61.1K - $68K
9.45K $1.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.63K
+ 11.35%
$49.43 - $54.52 $80.7K - $89K
16K $868K
AMZN
Amazon Com Inc

Consumer Cyclical
679
+ 3.02%
$211.65 - $238.24 $144K - $162K
23.2K $5.09M
IVE
Ishares S&P 500 Value ETF

ETFs
415
+ 7.48%
$194.44 - $206.51 $80.7K - $85.7K
5.97K $1.23M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 0.04%
$256.21 - $323.54 $256 - $324
2.34K $745K
WBD
Warner Bros. Discovery, Inc.

Communication Services
19
+ 0.11%
$10.78 - $19.82 $205 - $377
18K $352K
BAC
Bank Of America Corp

Financial Services
1.94K
+ 22.64%
$44.92 - $52.42 $87K - $101K
10.5K $541K
CSX
Csx Corp

Industrials
57
+ 0.12%
$32.05 - $36.52 $1.83K - $2.08K
47K $1.67M
PNC
Pnc Financial Services Group, Inc.

Financial Services
429
+ 17.71%
$185.88 - $207.44 $79.7K - $89K
2.85K $573K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.95K
+ 14.11%
$46.97 - $48.89 $91.7K - $95.4K
15.8K $771K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
2.78K
+ 50.29%
$40.74 - $41.99 $113K - $117K
8.3K $346K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.75K
+ 45.72%
N/A
11.9K $376K
DFIV
Dimensional ETF Tr

ETFs
1.14K
+ 5.83%
$42.66 - $46.53 $48.6K - $53K
20.7K $954K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
128
+ 4.25%
$459.11 - $506.91 $58.8K - $64.9K
3.14K $1.58M
IEFA
Ishares Tr

ETFs
890
+ 9.02%
$81.7 - $87.53 $72.7K - $77.9K
10.8K $939K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.72K
+ 19.0%
$49.0 - $51.91 $84.2K - $89.2K
10.8K $558K
INTC
Intel Corp

Technology
155
+ 1.6%
$19.31 - $35.5 $2.99K - $5.5K
9.87K $331K
WMT
Walmart Inc.

Consumer Defensive
430
+ 3.41%
$94.4 - $104.27 $40.6K - $44.8K
13.1K $1.35M
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 29.47%
$66.2 - $71.79 $105K - $114K
6.99K $477K
DFAT
Dimensional ETF Tr U S Target

ETFs
988
+ 9.82%
$53.36 - $59.69 $52.7K - $59K
11.1K $643K
MU
Micron Technology Inc

Technology
107
+ 5.77%
$104.88 - $168.89 $11.2K - $18.1K
1.96K $328K
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 0.04%
$136.45 - $184.37 $136 - $184
2.48K $456K
AEP
American Electric Power CO Inc

Utilities
30
+ 0.29%
$103.26 - $115.0 $3.1K - $3.45K
10.5K $1.18M
SOXX
Ishares Semiconductor ETF

ETFs
14
+ 0.5%
$236.93 - $271.12 $3.32K - $3.8K
2.79K $756K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.28K
+ 6.22%
$29.55 - $32.52 $37.9K - $41.7K
21.9K $701K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.1%
$567.77 - $614.76 $1.14K - $1.23K
1.98K $1.21M
DFAI
Dimensional ETF Tr

ETFs
1.97K
+ 25.52%
$34.05 - $36.55 $66.9K - $71.9K
9.67K $351K
HON
Honeywell International Inc

Industrials
531
+ 45.46%
$207.7 - $240.4 $110K - $128K
1.7K $357K
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
EXPE
Expedia Group, Inc.

Consumer Cyclical
5
+ 0.32%
$171.01 - $228.24 $855 - $1.14K
1.58K $337K
DVY
Ishares Tr

ETFs
30
+ 0.41%
$133.88 - $142.57 $4.02K - $4.28K
7.32K $1.04M
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
PH
Parker Hannifin Corp

Industrials
10
+ 1.15%
$697.13 - $769.67 $6.97K - $7.7K
883 $669K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
17
+ 1.69%
$224.68 - $282.71 $3.82K - $4.81K
1.02K $285K
META
Meta Platforms, Inc.

Communication Services
93
+ 2.87%
$695.21 - $791.73 $64.7K - $73.6K
3.34K $2.45M
XLC
Select Sector Spdr Tr Communic

ETFs
15
+ 0.27%
$105.99 - $119.41 $1.59K - $1.79K
5.57K $659K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.48K
+ 2.55%
$22.9 - $23.58 $33.8K - $34.8K
59.4K $1.39M
SKYY
First Trust Cloud Computing Et

ETFs
7
+ 0.17%
$118.24 - $138.53 $828 - $970
4.18K $561K
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
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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email