Question 1

What stocks does BEACON FINANCIAL ADVISORY LLC hold in its portfolio?

Accepted Answer

BEACON FINANCIAL ADVISORY LLC's top stock holdings include AAPL, CGDV, JEPI and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEACON FINANCIAL ADVISORY LLC's largest stock holdings?

Accepted Answer

BEACON FINANCIAL ADVISORY LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $10.5 million), CGDV (valued at approximately $22.0 million), JEPI (valued at approximately $20.3 million), NVDA (valued at approximately $6.8 million), AMZN (valued at approximately $6.5 million).

Question 3

When was BEACON FINANCIAL ADVISORY LLC's last SEC filing?

Accepted Answer

BEACON FINANCIAL ADVISORY LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEACON FINANCIAL ADVISORY LLC recently bought or sold?

Accepted Answer

BEACON FINANCIAL ADVISORY LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEACON FINANCIAL ADVISORY LLC reported?

Accepted Answer

BEACON FINANCIAL ADVISORY LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BEACON FINANCIAL ADVISORY LLC invest in?

Accepted Answer

BEACON FINANCIAL ADVISORY LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.