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
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
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.25K
+ 8.52%
$26.88 - $27.78 $33.5K - $34.6K
15.9K $440K
AMGN
Amgen Inc

Healthcare
152
+ 15.54%
$271.18 - $309.22 $41.2K - $47K
1.13K $318K
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
LMT
Lockheed Martin Corp

Industrials
11
+ 1.07%
$410.74 - $499.21 $4.52K - $5.49K
1.04K $516K
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.69%
$303.93 - $329.86 $3.34K - $3.63K
1.61K $526K
PHYS
Sprott Physical Gold Trust

Financial Services
180
+ 2.14%
$25.02 - $29.62 $4.5K - $5.33K
8.58K $254K
VTWO
Vanguard Russell 2000 ETF

ETFs
45
+ 1.37%
$86.92 - $99.32 $3.91K - $4.47K
3.33K $325K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
151
+ 2.66%
$79.76 - $85.78 $12K - $13K
5.82K $493K
ABT
Abbott Laboratories

Healthcare
325
+ 12.76%
$120.51 - $136.62 $39.2K - $44.4K
2.87K $384K
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
XLI
Industrial Sector Spdr

ETFs
77
+ 1.97%
$147.94 - $154.99 $11.4K - $11.9K
3.99K $615K
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
XLF
Financial Sector Spdr

ETFs
3
+ 0.02%
$51.37 - $54.25 $154 - $163
17.5K $945K
MA
Mastercard Inc

Financial Services
42
+ 7.49%
$550.18 - $598.96 $23.1K - $25.2K
603 $342K
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
TTWO
Take Two Interactive Software Inc

Communication Services
3
+ 0.19%
$217.37 - $259.96 $652 - $780
1.58K $406K
F
Ford Motor CO

Consumer Cyclical
137
+ 0.66%
$10.82 - $12.09 $1.48K - $1.66K
20.9K $250K
UBER
Uber Technologies, Inc

Technology
87
+ 2.76%
$86.91 - $99.57 $7.56K - $8.66K
3.23K $316K
LLY
Eli Lilly & CO

Healthcare
39
+ 8.97%
$625.65 - $812.69 $24.4K - $31.7K
474 $361K
IGE
Ishares Tr North Amern Nat Res

ETFs
9
+ 0.19%
$44.5 - $49.6 $401 - $446
4.65K $227K
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
DUK
Duke Energy Corp

Utilities
23
+ 1.27%
$116.31 - $125.93 $2.68K - $2.9K
1.84K $227K
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
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
COF
Capital One Financial Corp

Financial Services
36
+ 2.57%
$207.29 - $229.74 $7.46K - $8.27K
1.44K $305K
FISV
Fiserv Inc

Technology
56
+ 2.03%
N/A
2.81K $351K
CCL
Carnival Corp

Consumer Cyclical
23
+ 0.27%
$28.37 - $32.49 $653 - $747
8.49K $245K
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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