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
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
Calamos ETF Tr
1.11K
+ 1.24%
N/A
90.9K $0
CGMS
Capital Grp Core Plus Income E
17
+ 0.15%
N/A
11.2K $0
Rbb Fund Trust
545
+ 10.9%
N/A
5.55K $0
Ishares Bitcoin Trust ETF
3.98K
+ 64.04%
N/A
10.2K $0
CGSD
Capital Grp Core Plus Income E
3.28K
+ 31.15%
N/A
13.8K $0
SFLR
Innovator Etfs Tr Equity Manag
3.74K
+ 5.79%
N/A
68.3K $0
PSEP
Innovator U.S. Equity Power Bu
8.75K
+ 57.62%
N/A
23.9K $0
Goldman Sachs ETF Tr
24.6K
+ 147.06%
N/A
41.4K $0
Blackrock ETF Trust
11.5K
+ 156.08%
N/A
18.9K $0
Goldman Sachs ETF Tr
6.22K
+ 48.35%
N/A
19.1K $0
Ge Healthcare Technologies I
10
+ 0.31%
N/A
3.24K $0
Fidelity Covington Trust
15.6K
+ 57.16%
N/A
42.9K $0
Fidelity Covington Trust
2.26K
+ 29.81%
N/A
9.84K $0
Capital Group Core Balanced
3.42K
+ 8.65%
N/A
43K $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
Pimco ETF Tr
86.9K
+ 24.41%
N/A
443K $0
Morgan Stanley ETF Trust
1.43K
+ 17.88%
N/A
9.44K $0
Arista Networks Inc
160
+ 7.98%
N/A
2.17K $0
Ark 21 Shares Bitcoin ETF
121
+ 0.75%
N/A
16.4K $0
J P Morgan Exchange Traded F
1.69K
+ 32.5%
N/A
6.87K $0
Blackrock ETF Trust
1.27K
+ 8.58%
N/A
16.1K $0
Blackrock ETF Trust Ii
5.07K
+ 38.75%
N/A
18.2K $0
Blackrock Inc
79
+ 31.35%
N/A
331 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
1.26K
+ 6.3%
N/A
21.2K $0
ILCG
Ishares Morningstar Growth ETF
3
+ 0.02%
N/A
19.4K $0
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
879
+ 4.94%
$5.25 - $5.71 $4.61K - $5.02K
18.7K $98K
IBM
International Business Machines Corp

Technology
81
+ 3.73%
$234.77 - $292.47 $19K - $23.7K
2.25K $635K
MAR
Marriott International Inc

Consumer Cyclical
17
+ 1.87%
$255.35 - $282.87 $4.34K - $4.81K
928 $241K
IYK
Ishares U.S. Consumer Staples

ETFs
16
+ 0.36%
$67.65 - $71.68 $1.08K - $1.15K
4.5K $307K
ADBE
Adobe Inc.

Technology
30
+ 5.48%
$333.65 - $392.1 $10K - $11.8K
577 $203K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.03%
$212.64 - $225.25 $213 - $225
2.98K $637K
INDA
Ishares Msci India Index Fund

ETFs
340
+ 2.56%
$51.98 - $55.84 $17.7K - $19K
13.6K $708K
SPOT
Spotify Technology S.A.

Communication Services
1
+ 0.2%
$620.01 - $738.53 $620 - $739
510 $355K
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 0.33%
$412.46 - $514.1 $3.71K - $4.63K
2.73K $1.34M
PM
Philip Morris International Inc.

Consumer Defensive
50
+ 1.58%
$157.77 - $183.27 $7.89K - $9.16K
3.21K $520K
CAH
Cardinal Health Inc

Healthcare
15
+ 0.26%
$146.04 - $167.63 $2.19K - $2.51K
5.77K $905K
CRM
Salesforce, Inc.

Technology
17
+ 0.89%
$231.66 - $273.65 $3.94K - $4.65K
1.93K $456K
EPI
Wisdomtree Tr India Earnings F

ETFs
370
+ 1.47%
$43.79 - $47.63 $16.2K - $17.6K
25.5K $1.13M
DIS
Walt Disney CO

Communication Services
295
+ 2.76%
$112.25 - $124.0 $33.1K - $36.6K
11K $1.26M
DOW
Dow Inc.

Basic Materials
289
+ 1.2%
$20.87 - $30.37 $6.03K - $8.78K
24.4K $558K
V
Visa Inc.

Financial Services
45
+ 0.54%
$332.09 - $358.86 $14.9K - $16.1K
8.31K $2.84M
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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