Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
 347,593 $19,760,649 5.11%
2.
Capital Group Dividend Value
 392,614 $15,504,336 4.01%
3.
First Tr Exchange-Traded Fd
 241,113 $10,777,770 2.79%
4.
J P Morgan Exchange Traded F
 186,009 $10,118,866 2.62%
5.
Pimco Etf Trust
 356,136 $9,451,845 2.44%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)