GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Beacon Financial Advisory LLC Stock Picks
Beacon Financial Advisory LLC
|Beacon Financial Advisory LLC|
|Last update 2023-04-18||208 Stocks (22 new)|
|Value $156.00 Mil||Turnover 12 %|
Top Holdings: JEPI(4.34%) FVD(3.65%) AAPL(3.65%) IVV(2.15%) DGRO(2.10%)Portfolio Report
Beacon Financial Advisory LLC has disclosed 208 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $156.00 Mil. The turnover rate is 12%.
In Beacon Financial Advisory LLC's current portfolio as of 2023-03-31, the top 5 holdings are JPMorgan Equity Premium Income ETF (JEPI), First Trust Value Line Dividend Index Fund (FVD), Apple Inc (AAPL), iShares Core S&P 500 ETF (IVV), iShares Core Dividend Growth ETF (DGRO), not including call and put options. Beacon Financial Advisory LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Beacon Financial Advisory LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Beacon Financial Advisory LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Beacon Financial Advisory LLC.
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