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Home > Institutional Investor > Beacon Financial Advisory Llc > 13F Holdings

Instuitional Investor - Beacon Financial Advisory Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 334,207 $19,096,602 5.79%
2.
Capital Group Dividend Value
 370,005 $13,186,969 4%
3.
First Tr Value Line Divid In
 241,108 $10,751,007 3.26%
4.
J P Morgan Exchange Traded F
 177,959 $9,214,696 2.79%
5.
Pimco Etf Trust
 302,382 $7,967,777 2.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)