| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 4.8% |
| FIRST TR VALUE LINE DIVID IN | 19 | Q2 2024 | 3.8% |
| ISHARES TR | 19 | Q2 2024 | 3.7% |
| ISHARES TR | 19 | Q2 2024 | 3.0% |
| ISHARES TR | 19 | Q2 2024 | 2.6% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 2.0% |
| ISHARES TR | 19 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.0% |
| JP MORGAN EXCHANGE TRADED FD | 19 | Q2 2024 | 3.3% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 2.8% |
View Beacon Financial Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-01 |
| 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 |
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.