Beacon Financial Advisory LLC Sells in Q3 2025

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AFSM
First Tr Exchange Traded Fd Vi

ETFs
-62.4K
- 81.61%
$29.62 - $33.45 $1.85M - $2.09M
14.1K $459K
USVM
Victory Portfolios Ii Victorys

ETFs
-17.9K
- 38.63%
$82.3 - $90.8 $1.47M - $1.63M
28.4K $2.57M
C
Citigroup Inc

Financial Services
-13.3K
- 61.38%
$85.57 - $103.49 $1.14M - $1.38M
8.39K $851K
JNJ
Johnson & Johnson

Healthcare
-5.52K
- 63.46%
$155.17 - $185.42 $857K - $1.02M
3.18K $589K
FSK
Fs Kkr Capital Corp

Financial Services
-1.11K
- 1.2%
$14.93 - $22.48 $16.5K - $24.9K
91.1K $1.36M
EFG
Msci Eafe Growth ETF

ETFs
-4.12K
- 52.83%
$106.99 - $114.46 $440K - $471K
3.68K $418K
UPS
United Parcel Service Inc

Industrials
-1.57K
- 11.76%
$82.58 - $105.54 $129K - $165K
11.8K $981K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-9.25K
- 28.68%
$42.79 - $45.73 $396K - $423K
23K $1.03M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.29K
- 50.15%
$171.38 - $197.01 $392K - $450K
2.27K $444K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-12.3K
- 23.05%
$35.42 - $38.65 $434K - $474K
40.9K $1.56M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.45K
- 16.23%
$45.6 - $46.92 $249K - $256K
28.1K $1.31M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-5K
- 47.62%
$44.76 - $47.49 $224K - $237K
5.5K $261K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-5.09K
- 42.9%
$45.13 - $48.29 $230K - $246K
6.77K $327K
NFLX
Netflix Inc

Communication Services
-3
- 0.21%
$1147.87 - $1297.18 $3.44K - $3.89K
1.42K $1.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-941
- 37.73%
$236.25 - $257.69 $222K - $242K
1.55K $398K
CL
Colgate Palmolive CO

Consumer Defensive
-129
- 1.09%
$79.36 - $93.33 $10.2K - $12K
11.7K $936K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-3.22K
- 16.81%
$43.1 - $44.6 $139K - $144K
15.9K $705K
KO
Coca Cola CO

Consumer Defensive
-65
- 0.24%
$65.67 - $71.67 $4.27K - $4.66K
27K $1.79M
PAYX
Paychex Inc

Industrials
-21
- 0.32%
$126.69 - $147.99 $2.66K - $3.11K
6.49K $822K
COST
Costco Wholesale Corp

Consumer Defensive
-59
- 6.05%
$915.95 - $994.57 $54K - $58.7K
916 $847K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.3K
- 3.82%
$50.53 - $50.82 $116K - $117K
58K $2.94M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-2.85K
- 14.02%
$64.14 - $69.37 $183K - $198K
17.5K $1.21M
BNDX
Vanguard Total International B

ETFs
-1.81K
- 20.73%
$49.0 - $49.51 $88.4K - $89.4K
6.9K $341K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-2K
- 18.57%
$43.53 - $44.97 $86.9K - $89.8K
8.76K $390K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.57K
- 6.95%
$24.23 - $24.42 $86.6K - $87.3K
47.9K $1.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.22K
- 15.64%
$108.46 - $120.63 $132K - $147K
6.56K $779K
DE
Deere & CO

Industrials
-78
- 13.4%
$457.26 - $524.37 $35.7K - $40.9K
504 $230K
TGT
Target Corp

Consumer Defensive
-110
- 1.86%
$86.56 - $107.43 $9.52K - $11.8K
5.81K $520K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-380
- 24.05%
$225.11 - $247.9 $85.5K - $94.2K
1.2K $296K
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.05K
- 20.16%
$63.93 - $70.45 $67.4K - $74.3K
4.17K $286K
IRM
Iron Mountain Inc

Real Estate
-426
- 2.99%
$89.46 - $104.46 $38.1K - $44.5K
13.8K $1.41M
PGR
Progressive Corp

Financial Services
-89
- 6.32%
$238.61 - $264.3 $21.2K - $23.5K
1.32K $325K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-1.61K
- 21.81%
$36.83 - $38.43 $59.3K - $61.9K
5.78K $221K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
-942
- 12.35%
N/A
6.69K $325K
KMB
Kimberly Clark Corp

Consumer Defensive
-101
- 1.37%
$121.72 - $136.77 $12.3K - $13.8K
7.27K $904K
EFV
Msci Eafe Value ETF

ETFs
-2.45K
- 8.81%
$62.79 - $68.42 $154K - $168K
25.4K $1.72M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.22K
- 9.64%
$84.28 - $89.46 $103K - $109K
11.4K $1.02M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-1.33K
- 18.45%
$45.37 - $48.42 $60.2K - $64.3K
5.87K $284K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-981
- 12.05%
$42.75 - $43.37 $41.9K - $42.5K
7.16K $309K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.11K
- 6.09%
$50.16 - $52.45 $55.6K - $58.1K
17.1K $893K
IEMG
Ishares Inc

ETFs
-668
- 4.22%
N/A
15.2K $812K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-143
- 0.56%
$14.94 - $16.82 $2.14K - $2.41K
25.2K $376K
BMY
Bristol Myers Squibb CO

Healthcare
-56
- 0.28%
$43.31 - $48.98 $2.43K - $2.74K
19.6K $885K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-264
- 11.73%
$98.52 - $103.93 $26K - $27.4K
1.99K $204K
MINO
Pimco ETF Tr Municipal Income

ETFs
-626
- 12.26%
$43.6 - $45.33 $27.3K - $28.4K
4.48K $202K
EMR
Emerson Electric CO

Industrials
-126
- 4.55%
$128.6 - $149.63 $16.2K - $18.9K
2.64K $346K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-329
- 0.88%
$59.81 - $60.11 $19.7K - $19.8K
37K $2.21M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-600
- 9.61%
$50.02 - $53.28 $30K - $32K
5.65K $295K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.08K
- 9.55%
$28.92 - $32.19 $118K - $131K
38.7K $1.23M
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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