Number of Shares
35,224.00
Current Holdings Value*
$5.57 Mil
% of Portfolio
1.44%
Total Estimate Gain
$6.10 Mil
% of Total Estimate Gain
335.66%

Beacon Financial Advisory LLC's NVIDIA Corp Holding Summary

As of 2025-06-30, Beacon Financial Advisory LLC held 35,224.00 shares of NVIDIA Corp(NVDA), totaling $5.57 Mil. This investment constitutes 1.44% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2019Q4. And since then Beacon Financial Advisory LLC has made 12 purchases of NVDA, at an average price of $19.13, for a total of 94,912.00 shares. In addition, there have been 9 sales at an average price of $32.11 for 59,688.00 shares. Based on historical transaction data and NVDA's current price of $170.18, Beacon Financial Advisory LLC's estimated gain on his NVDA holdings is $6.10 Mil, reflecting a 335.66% gain to date.

Beacon Financial Advisory LLC NVDA ($170.18) Holding Chart

Beacon Financial Advisory LLC NVDA ($170.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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