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Home > Institutional Investor > Beacon Financial Advisory Llc > Profile

Instuitional Investor - Beacon Financial Advisory Llc

Fund Profile
Filing Period:
Fund Name: Beacon Financial Advisory Llc
Portfolio Value $207,401,741
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 212,973 $11,709,270 5.64%
2.
Apple Inc.
 AAPL 35,330 $6,802,170 3.27%
3.
First Tr Value Line Divid In
 161,637 $6,556,014 3.16%
4.
J P Morgan Exchange Traded F
 86,001 $4,294,044 2.07%
5.
Ishares Trust
 IEF 8,739 $4,173,918 2.01%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)