Beacon Financial Advisory LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Cleveland, OH
CIK
0001800502
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 291 267,839 JEPI, FVD, JEPQ, AAPL 13F-HR 7/26/2024 000180050224000004
Q1 2024 241 205,676 JEPI, JEPQ, FVD, RDVY 13F-HR 5/1/2024 000180050224000003
Q4 2023 249 207,401 JEPI, AAPL, FVD, JEPQ 13F-HR 1/23/2024 000180050224000001
Q3 2023 224 181,085 JEPI, FVD, AAPL, IVV 13F-HR 10/25/2023 000180050223000004
Q2 2023 220 174,255 JEPI, AAPL, FVD, IVV 13F-HR 7/17/2023 000180050223000003
Q1 2023 210 157,385 JEPI, FVD, AAPL, IVV 13F-HR 4/18/2023 000180050223000002
Q4 2022 193 139,656 AAPL, FVD, JEPI, DGRO 13F-HR 1/20/2023 000180050223000001
Q3 2022 190 140,292 AAPL, FVD, JEPI, AOM 13F-HR 10/21/2022 000180050222000004
Q2 2022 217 175,845 AAPL, FVD, XOM, JPST 13F-HR 7/25/2022 000180050222000003
Q1 2022 238 209,314 AAPL, VTI, FVD, JPST 13F-HR 4/27/2022 000180050222000002
Q4 2021 242 216,624 AAPL, AOM, VTI, FVD 13F-HR 1/21/2022 000180050222000001
Q3 2021 231 192,395 AAPL, AOM, VTI, FVD 13F-HR 11/15/2021 000180050221000004
Q2 2021 222 186,119 AAPL, AOM, JPST, IVV 13F-HR 7/14/2021 000180050221000003
Q1 2021 223 174,765 AAPL, AOM, JPST, USMV 13F-HR 4/19/2021 000180050221000002
Q4 2020 199 153,843 AAPL, AOM, USMV, IVV 13F-HR 1/25/2021 000180050221000001
Q3 2020 175 115,070 AAPL, IVV, VT, JPST 13F-HR 10/8/2020 000180050220000004
Q2 2020 145 91,901 IVV, VT, JPST, AAPL 13F-HR 7/7/2020 000180050220000003
Q1 2020 135 78,601 IVV, JPST, VT, FVD 13F-HR 4/15/2020 000180050220000002
Q4 2019 162 116,783 FVD, VCSH, IVV, VIG 13F-HR 1/24/2020 000180050220000001