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
XLE
Energy Sector Spdr

ETFs
-542
- 7.21%
$84.25 - $91.99 $45.7K - $49.9K
6.97K $623K
PDI
Pimco Dynamic Income Fund

Financial Services
-2.3K
- 6.01%
$18.85 - $20.07 $43.4K - $46.2K
36K $712K
IAPR
Innovator Etfs Tr Internationa

ETFs
-650
- 5.35%
$28.99 - $30.05 $18.8K - $19.5K
11.5K $345K
EEMV
Ishares Msci Emerging Markets

ETFs
-232
- 5.23%
$61.94 - $64.63 $14.4K - $15K
4.2K $268K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-516
- 9.67%
$46.4 - $51.49 $23.9K - $26.6K
4.82K $240K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.17K
- 5.86%
$41.91 - $44.87 $90.9K - $97.4K
34.9K $1.56M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-400
- 5.1%
$37.32 - $38.38 $14.9K - $15.4K
7.44K $285K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-355
- 6.29%
$85.93 - $92.12 $30.5K - $32.7K
5.29K $481K
IVT
Inven Trust Properties Corp.

Real Estate
-553
- 5.92%
$26.7 - $30.06 $14.8K - $16.6K
8.79K $251K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-54
- 2.17%
$91.44 - $91.77 $4.94K - $4.96K
2.43K $223K
Annaly Capital Management In
-279
- 1.39%
N/A
19.9K $0
Innovator Etfs Trust
-457
- 2.92%
N/A
15.2K $0
BAUG
Innovator U.S. Equity Buffer E
-550
- 2.27%
N/A
23.7K $0
Innovator Etfs Trust
-1.6K
- 11.08%
N/A
12.8K $0
Pgim ETF Tr
-482
- 5.91%
N/A
7.67K $0
Ge Vernova Inc
-71
- 11.47%
N/A
548 $0
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-126
- 1.2%
$41.8 - $43.15 $5.27K - $5.44K
10.4K $444K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-48
- 0.33%
$48.31 - $48.93 $2.32K - $2.35K
14.7K $715K
TIP
Ishares Tr Tips Bd ETF

ETFs
-35
- 1.05%
$109.11 - $111.88 $3.82K - $3.92K
3.31K $368K
SHW
Sherwin Williams CO

Basic Materials
-1
- 0.13%
$330.88 - $375.23 $331 - $375
759 $262K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-196
- 1.62%
$13.77 - $14.45 $2.7K - $2.83K
11.9K $172K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-416
- 6.11%
$63.41 - $69.69 $26.4K - $29K
6.39K $437K
IYC
Ishares U.S. Consumer Discreti

ETFs
-98
- 3.35%
$98.12 - $105.85 $9.62K - $10.4K
2.83K $296K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-69
- 0.69%
$92.18 - $95.14 $6.36K - $6.56K
9.98K $949K
HDV
Ishares Core High Dividend ETF

ETFs
-28
- 1.47%
$118.16 - $123.66 $3.31K - $3.46K
1.88K $229K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-1.1K
- 5.13%
$1.7 - $3.97 $1.86K - $4.35K
20.2K $43K
MBB
Ishares Tr

ETFs
-14
- 0.18%
$92.46 - $95.73 $1.29K - $1.34K
7.59K $722K
WFC
Wells Fargo & Company

Financial Services
-56
- 1.22%
$77.05 - $85.16 $4.31K - $4.77K
4.54K $380K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-100
- 1.57%
$50.19 - $53.05 $5.02K - $5.31K
6.27K $332K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-996
- 7.18%
$71.75 - $79.74 $71.5K - $79.4K
12.9K $1.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8
- 0.18%
$62.09 - $66.51 $497 - $532
4.46K $290K
DFAU
Dimensional ETF Tr

ETFs
-584
- 4.6%
$42.42 - $45.96 $24.8K - $26.8K
12.1K $554K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-324
- 0.46%
$18.93 - $19.47 $6.13K - $6.31K
69.8K $1.35M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-250
- 2.03%
$41.22 - $43.5 $10.3K - $10.9K
12K $523K
PFFA
Etfis Ser Tr I

ETFs
-173
- 0.68%
$20.94 - $22.43 $3.62K - $3.88K
25.1K $545K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-289
- 1.38%
$30.76 - $33.01 $8.89K - $9.54K
20.7K $679K
NOC
Northrop Grumman Corp

Industrials
-86
- 11.53%
$498.9 - $609.32 $42.9K - $52.4K
660 $402K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-55
- 1.08%
$115.87 - $125.42 $6.37K - $6.9K
5.05K $633K
VBR
Vanguard Small Cap Value ETF

ETFs
-77
- 1.63%
$195.41 - $212.37 $15K - $16.4K
4.63K $966K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8
- 0.54%
$362.31 - $405.74 $2.9K - $3.25K
1.48K $594K
CGUS
Capital Group Core Equity ETF
-54
- 0.27%
$36.89 - $39.72 $1.99K - $2.14K
20.1K $792K
IWY
Ishares Tr Russell 200 Growth

ETFs
-20
- 0.91%
$243.93 - $275.62 $4.88K - $5.51K
2.18K $595K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-372
- 2.47%
$67.01 - $72.84 $24.9K - $27.1K
14.7K $1.06M
RDVY
First Trust Rising Dividend Ac

ETFs
-421
- 2.29%
$62.38 - $67.29 $26.3K - $28.3K
17.9K $1.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-449
- 3.7%
$135.0 - $146.02 $60.6K - $65.6K
11.7K $1.7M
HPQ
Hp Inc

Technology
-18
- 0.07%
$24.45 - $29.35 $440 - $528
24.5K $668K
GE
General Electric CO

Industrials
-249
- 7.37%
$244.75 - $305.63 $60.9K - $76.1K
3.13K $940K
QCOM
Qualcomm Inc

Technology
-1
- 0.01%
$145.84 - $173.55 $146 - $174
10.5K $1.74M
XLY
Select Sector Spdr Consumer Di

ETFs
-42
- 0.89%
$216.09 - $242.18 $9.08K - $10.2K
4.68K $1.12M
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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