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Beacon Financial Advisory

Latest statistics and disclosures from Beacon Financial Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are JEPI, JEPQ, FVD, RDVY, AAPL, and represent 19.04% of Beacon Financial Advisory's stock portfolio.
Added to shares of these 10 stocks: JEPI, JEPQ, TCAF, PYLD, RDVY, Calamos Etf Tr, CVS, HPQ, DYNF, 3M.
Started 33 new stock positions in TCAF, Calamos Etf Tr, SFLR, 3M, RQI, KJAN, BJAN, WS, MDYG, FFEB.
Reduced shares in these 10 stocks: BUFR, DGRO, IJUL, EJUL, IVV, ACWV, PG, KOCT, FTLS, AAPL.
Sold out of its positions in BRK.A, KMX, ES, FDL, FRI, EMLP, RDVI, FTLS, BUFR, MARB.
Beacon Financial Advisory was a net seller of stock by $-13M.
Beacon Financial Advisory has $206M in assets under management (AUM), dropping by -0.83%.
Central Index Key (CIK): 0001800502

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Portfolio Holdings for Beacon Financial Advisory

Beacon Financial Advisory holds 241 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI)	7.3	$15M	+22%	261k	57.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	3.3	$6.9M	+47%	127k	54.24	View chart
First Tr Value Line Divid In SHS (FVD)	3.3	$6.8M		160k	42.23	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.7	$5.6M	+39%	99k	56.17	View chart
Apple (AAPL)	2.4	$4.9M	-19%	28k	171.48	View chart
Microsoft Corporation (MSFT)	1.8	$3.7M	+2%	8.8k	420.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$3.7M	-4%	7.1k	523.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.8	$3.6M	+10%	111k	32.50	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.6	$3.4M	-16%	55k	61.53	View chart
NVIDIA Corporation (NVDA)	1.4	$3.0M	-17%	3.3k	903.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$3.0M		16k	182.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$2.8M	-38%	5.4k	525.73	View chart
Amazon (AMZN)	1.2	$2.5M		14k	180.38	View chart
Ishares Tr Modert Alloc Etf (AOM)	1.0	$2.1M		50k	42.78	View chart
Visa Com Cl A (V)	1.0	$2.1M		7.6k	279.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$2.1M	-7%	13k	164.35	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$2.1M		13k	162.85	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.0	$2.0M	NEW	65k	30.23	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$1.8M	-23%	21k	85.65	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$1.7M	NEW	68k	25.76	View chart
At&t (T)	0.8	$1.6M	+17%	94k	17.60	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.8	$1.6M		28k	56.98	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.6M		7.9k	200.29	View chart
McDonald's Corporation (MCD)	0.8	$1.6M	-5%	5.5k	281.95	View chart
Cardinal Health (CAH)	0.7	$1.5M	+56%	14k	111.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$1.5M	+4%	36k	40.90	View chart
Merck & Co (MRK)	0.7	$1.4M	-17%	11k	131.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.4M	-2%	2.9k	480.67	View chart
Abbvie (ABBV)	0.7	$1.4M		7.5k	182.10	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$1.4M	+6%	43k	31.99	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$1.4M	-38%	23k	59.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.2M	-8%	10k	120.98	View chart
Fs Kkr Capital Corp (FSK)	0.6	$1.2M		64k	19.07	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$1.2M	+12%	25k	48.21	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.2M	+25%	14k	84.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.2M	+7%	3.5k	337.08	View chart
Nucor Corporation (NUE)	0.6	$1.2M		6.0k	197.90	View chart
Iron Mountain (IRM)	0.6	$1.2M	-3%	15k	80.21	View chart
Tesla Motors (TSLA)	0.6	$1.2M	+10%	6.6k	175.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$1.2M	-67%	20k	58.06	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.6	$1.2M		30k	38.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.1M	-27%	14k	83.58	View chart
Calamos Etf Tr Cef Income & Arb	0.5	$1.1M	NEW	42k	26.63	View chart
Emerson Electric (EMR)	0.5	$1.1M	+2%	9.9k	113.42	View chart
Pfizer (PFE)	0.5	$1.1M	+41%	40k	27.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.1M	+9%	7.3k	150.93	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$1.1M		28k	39.66	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$1.1M	+67%	24k	45.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.1M	-8%	5.5k	195.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.1M		2.0k	524.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$1.1M	-3%	21k	50.45	View chart
BP Sponsored Adr (BP)	0.5	$1.0M	+4%	28k	37.68	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$1.0M	-7%	5.6k	183.90	View chart
Bank of America Corporation (BAC)	0.5	$1.0M	+14%	27k	37.92	View chart
Exxon Mobil Corporation (XOM)	0.5	$995k	-17%	8.6k	116.24	View chart
Cisco Systems (CSCO)	0.5	$992k	+4%	20k	49.91	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$990k	-11%	1.8k	556.54	View chart
Bristol Myers Squibb (BMY)	0.5	$962k	+31%	18k	54.23	View chart
CVS Caremark Corporation (CVS)	0.5	$942k	NEW	12k	79.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$939k	-20%	2.1k	444.07	View chart
Colgate-Palmolive Company (CL)	0.4	$919k	+6%	10k	90.05	View chart
Verizon Communications (VZ)	0.4	$906k	+19%	22k	41.96	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$903k	-7%	22k	40.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$900k		24k	37.49	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$892k	-10%	7.2k	123.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$891k	+13%	5.3k	169.37	View chart
Hp (HPQ)	0.4	$856k	NEW	28k	30.22	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$851k		4.1k	208.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$844k	+14%	9.2k	91.86	View chart
Netflix (NFLX)	0.4	$842k	+15%	1.4k	607.33	View chart
Dominion Resources (D)	0.4	$842k	+60%	17k	49.19	View chart
Dow (DOW)	0.4	$840k	+9%	15k	57.93	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$840k	+42%	21k	39.81	View chart
Altria (MO)	0.4	$833k	+21%	19k	43.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$830k	-6%	2.0k	420.52	View chart
Walt Disney Company (DIS)	0.4	$824k	-14%	6.7k	122.36	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$823k	-4%	2.4k	344.19	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$813k	+166%	3.6k	225.94	View chart
Meta Platforms Cl A (META)	0.4	$799k	+8%	1.6k	485.53	View chart
Kellogg Company (K)	0.4	$794k	+7%	14k	57.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$781k		21k	36.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$771k		17k	46.00	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.4	$770k	NEW	17k	44.40	View chart
Target Corporation (TGT)	0.4	$769k	-38%	4.3k	177.21	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.4	$768k		16k	47.44	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.4	$764k	-7%	3.3k	232.07	View chart
Cummins (CMI)	0.4	$761k		2.6k	294.65	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$757k	-9%	8.0k	94.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$751k	-26%	6.8k	110.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$730k	-27%	13k	54.40	View chart
3M Com Shs	0.4	$723k	NEW	6.8k	106.07	View chart
Goldman Sachs (GS)	0.3	$718k		1.7k	417.69	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$709k	+13%	1.8k	385.77	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$683k		26k	26.75	View chart
Paychex (PAYX)	0.3	$678k	NEW	5.5k	122.79	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$669k		19k	35.38	View chart
Lincoln Electric Holdings (LECO)	0.3	$663k		2.6k	255.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$644k		6.2k	103.78	View chart
Medtronic SHS (MDT)	0.3	$643k	+35%	7.4k	87.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$627k	-2%	8.4k	74.22	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$622k		4.6k	135.05	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.3	$601k	-3%	15k	40.60	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.3	$600k	+5%	11k	53.66	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$581k		14k	41.95	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.3	$574k	+5%	10k	55.67	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$554k	+13%	18k	31.16	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$554k	-34%	5.6k	99.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$548k	-28%	6.5k	84.09	View chart
Coca-Cola Company (KO)	0.3	$546k		8.9k	61.18	View chart
Qualcomm (QCOM)	0.3	$545k	-5%	3.2k	169.32	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$537k	+28%	9.5k	56.39	View chart
Oracle Corporation (ORCL)	0.3	$536k		4.3k	125.61	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$535k	+29%	6.5k	81.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$531k	+4%	17k	31.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$529k	+5%	3.5k	152.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$524k	-3%	10k	50.17	View chart
Vanguard World Health Car Etf (VHT)	0.3	$523k		1.9k	270.48	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$522k	-14%	4.1k	125.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$515k	-10%	6.2k	82.95	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$507k	-68%	7.5k	67.36	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$496k		17k	28.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$495k		7.9k	62.34	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$489k		6.4k	76.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$488k	NEW	2.6k	186.81	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$474k		5.3k	89.29	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$474k		11k	42.55	View chart
Cambria Etf Tr Glb Asset Allo (GAA)	0.2	$454k	-5%	16k	28.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$453k		14k	33.43	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$451k		6.0k	75.48	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$449k	-2%	12k	37.60	View chart
Home Depot (HD)	0.2	$446k	+4%	1.2k	383.76	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$444k	+17%	5.4k	81.67	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$443k	-6%	4.8k	92.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$427k	-31%	12k	36.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$426k	+44%	4.5k	94.62	View chart
Worthington Industries (WOR)	0.2	$420k		6.8k	62.23	View chart
Spdr Ser Tr Comp Software (XSW)	0.2	$420k	+4%	2.7k	156.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$419k	NEW	12k	34.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$415k	-20%	2.4k	169.85	View chart
Procter & Gamble Company (PG)	0.2	$411k	-79%	2.5k	162.23	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$409k	NEW	14k	30.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$407k		9.2k	44.45	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.2	$406k	-28%	11k	36.48	View chart
Broadcom (AVGO)	0.2	$403k	-20%	304.00	1326.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$396k		13k	30.22	View chart
salesforce (CRM)	0.2	$395k		1.3k	301.18	View chart
Micron Technology (MU)	0.2	$386k	+29%	3.3k	117.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$386k	+3%	3.3k	115.31	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$384k	+34%	12k	31.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$377k		1.4k	259.94	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.2	$373k	+7%	5.7k	64.97	View chart
Super Micro Computer (SMCI)	0.2	$370k	NEW	366.00	1010.03	View chart
Pepsi (PEP)	0.2	$367k		2.1k	174.99	View chart
Wal-Mart Stores (WMT)	0.2	$364k	+196%	6.1k	60.17	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$361k	+17%	3.8k	95.60	View chart
Insmed Com Par $.01 (INSM)	0.2	$359k	+31%	13k	27.13	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$358k		2.0k	175.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$353k	NEW	9.0k	39.11	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$351k	+103%	5.2k	67.62	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$351k	-2%	3.8k	92.89	View chart
Tidal Tr Ii Roundhill Gener (CHAT)	0.2	$347k	+14%	9.8k	35.59	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$345k		3.7k	93.15	View chart
Eaton Corp SHS (ETN)	0.2	$345k	-4%	1.1k	312.67	View chart
Advanced Micro Devices (AMD)	0.2	$345k	+33%	1.9k	180.49	View chart
Johnson & Johnson (JNJ)	0.2	$344k	-12%	2.2k	158.23	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$343k	+62%	6.0k	57.57	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$343k	NEW	9.7k	35.37	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$341k	+38%	1.7k	195.10	View chart
Northrop Grumman Corporation (NOC)	0.2	$333k		696.00	478.42	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$333k	-17%	5.9k	56.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$330k		2.6k	125.35	View chart
Intel Corporation (INTC)	0.2	$328k	-72%	7.4k	44.17	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$327k	+14%	7.9k	41.67	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$323k		5.0k	64.76	View chart
Caterpillar (CAT)	0.2	$323k		880.00	366.43	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$321k	+5%	6.5k	49.41	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.2	$314k	-16%	12k	26.31	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$308k		4.2k	73.26	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$303k	+34%	16k	19.29	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$300k		3.2k	93.48	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$300k	-6%	14k	20.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$299k	-13%	4.5k	65.87	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$298k	-7%	7.1k	42.12	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.1	$297k	+5%	3.6k	82.62	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$293k	+36%	5.9k	50.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$292k	-4%	2.6k	110.49	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$286k		7.1k	40.04	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$280k	+4%	5.8k	47.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$278k		6.5k	42.88	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$274k	NEW	9.4k	29.11	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$271k	-32%	6.9k	39.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$270k	NEW	3.4k	80.22	View chart
Ark 21shares Bitcoin Etf Shs Ben Int	0.1	$268k	NEW	3.8k	70.98	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$266k	-12%	5.9k	44.99	View chart
Costco Wholesale Corporation (COST)	0.1	$266k	-3%	363.00	731.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$261k	-24%	4.3k	60.73	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$259k	NEW	5.9k	43.58	View chart
Annaly Capital Management In Com New (NLY)	0.1	$255k	-8%	13k	19.69	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$255k	NEW	3.0k	84.95	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$254k		3.3k	76.27	View chart
Shell Spon Ads (SHEL)	0.1	$254k	+2%	3.8k	67.03	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$253k	-24%	3.7k	68.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$252k	-17%	1.3k	187.35	View chart
Progressive Corporation (PGR)	0.1	$252k	-19%	1.2k	206.88	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$251k	NEW	7.2k	34.88	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$249k	NEW	4.9k	50.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$249k	NEW	5.5k	45.27	View chart
Sherwin-Williams Company (SHW)	0.1	$248k	-42%	713.00	347.40	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$246k		11k	21.96	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$246k	-5%	1.9k	131.23	View chart
Valero Energy Corporation (VLO)	0.1	$245k	NEW	1.4k	170.65	View chart
FirstEnergy (FE)	0.1	$242k		6.3k	38.62	View chart
Worthington Stl Com Shs (WS)	0.1	$242k	NEW	6.8k	35.85	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$239k	-31%	2.9k	81.98	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$236k		5.2k	45.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$229k	-14%	1.1k	205.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$227k	NEW	2.0k	114.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$223k		5.5k	40.57	View chart
International Business Machines (IBM)	0.1	$222k	-80%	1.2k	191.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$222k	NEW	6.5k	34.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$221k	-4%	6.0k	36.60	View chart
Lam Research Corporation (LRCX)	0.1	$219k	NEW	226.00	970.06	View chart
Innovator Etfs Trust Equity Defi 2026	0.1	$219k	NEW	8.8k	24.90	View chart
Eli Lilly & Co. (LLY)	0.1	$218k	NEW	280.00	778.90	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$214k	+8%	13k	16.90	View chart
Ishares Tr Mortge Rel Etf (REM)	0.1	$212k	-8%	9.1k	23.24	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$210k	NEW	4.8k	43.54	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$203k	NEW	2.8k	72.36	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$203k	NEW	2.3k	87.29	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$200k	-59%	1.7k	114.99	View chart
Ford Motor Company (F)	0.1	$159k	-7%	12k	13.28	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$123k	NEW	10k	12.08	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$98k		11k	8.73	View chart
Highland Opportunities Highland Income (HFRO)	0.0	$96k	-11%	14k	7.03	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$90k	+4%	15k	5.93	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.0	$86k	-3%	12k	7.09	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$80k		11k	7.19	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$72k	+4%	14k	5.08	View chart
Sachem Cap (SACH)	0.0	$53k	+2%	12k	4.46	View chart
Sabre (SABR)	0.0	$29k		12k	2.42	View chart
Hydrofarm Holdings Group Ord (HYFM)	0.0	$24k	-30%	23k	1.08	View chart

Past Filings by Beacon Financial Advisory

SEC 13F filings are viewable for Beacon Financial Advisory going back to 2019

Beacon Financial Advisory 2024 Q1 filed May 1, 2024
Beacon Financial Advisory 2023 Q4 filed Jan. 23, 2024
Beacon Financial Advisory 2023 Q3 filed Oct. 25, 2023
Beacon Financial Advisory 2023 Q2 filed July 17, 2023
Beacon Financial Advisory 2023 Q1 filed April 18, 2023
Beacon Financial Advisory 2022 Q4 filed Jan. 20, 2023
Beacon Financial Advisory 2022 Q3 filed Oct. 21, 2022
Beacon Financial Advisory 2022 Q2 filed July 25, 2022
Beacon Financial Advisory 2022 Q1 filed April 27, 2022
Beacon Financial Advisory 2021 Q4 filed Jan. 21, 2022
Beacon Financial Advisory 2021 Q3 filed Nov. 15, 2021
Beacon Financial Advisory 2021 Q2 filed July 14, 2021
Beacon Financial Advisory 2021 Q1 filed April 20, 2021
Beacon Financial Advisory 2020 Q4 filed Jan. 25, 2021
Beacon Financial Advisory 2020 Q3 filed Oct. 8, 2020
Beacon Financial Advisory 2020 Q2 filed July 7, 2020

View all past filings

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