Beacon Financial Strategies CORP

Q1 2025 13F Holdings

Location
Raleigh, NC
Holdings as of
3/31/2025
Value ($000)
$148,318
Num holdings
38
Date filed
9/25/2025
Form type
13F-HR
Prev filing
9/25/2025
Next filing
9/25/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type