| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 4.8% |
| FIRST TR VALUE LINE DIVID IN | 16 | Q3 2023 | 3.8% |
| ISHARES TR | 16 | Q3 2023 | 3.7% |
| ISHARES TR | 16 | Q3 2023 | 3.0% |
| ISHARES TR | 16 | Q3 2023 | 2.6% |
| ISHARES TR | 16 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 2.0% |
| JP MORGAN EXCHANGE TRADED FD | 16 | Q3 2023 | 3.3% |
| FIRST TR NASDAQ-100 TECH IND | 16 | Q3 2023 | 1.8% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.0% |
View Beacon Financial Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-11-15 |
View Beacon Financial Advisory LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.