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SPDR DJ Wilshire Mid Cap Growth shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in SPDR DJ Wilshire Mid Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Growth held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Growth by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 2.3k 87.29

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Envestnet Asset Management
Citigroup
Financial Engines Advisors L.L.C
LPL Financial
Clark Capital Management Group
Stifel Financial
Benjamin F. Edwards & Company
Townsquare Capital
Parcion Private Wealth
AE Wealth Management
Financial Advisory Service
NorthRock Partners
First National Trust Company
Orion Portfolio Solutions
Wellspring Financial Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth