BEACON FINANCIAL ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IOVA | 20K | $43.91K |
 | MSIF | 20K | $260.73K |
 | NLY | 20K | $401.23K |
 | BMY | 20K | $885.64K |
 | ADM | 18K | $1.10M |
 | WBD | 18K | $352.24K |
 | MSFT | 15K | $7.75M |
 | JPM | 14K | $4.45M |
 | ACMR | 14K | $549.78K |
 | IRM | 14K | $1.41M |
 | WMT | 13K | $1.35M |
 | GOOGL | 12K | $2.95M |
 | AGNC | 12K | $118.17K |
 | PLD | 12K | $1.35M |
 | UPS | 12K | $981.73K |
 | CL | 12K | $936.25K |
 | LECO | 11K | $2.68M |
 | DIS | 11K | $1.26M |
 | AHR | 11K | $453.20K |
 | AEP | 11K | $1.18M |
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
20K
Value
$43.91K
MSC Income Fund, Inc.
MSIF
Shares Held
20K
Value
$260.73K
Annaly Capital Management, Inc.
NLY
Shares Held
20K
Value
$401.23K
Bristol-Myers Squibb Company
BMY
Shares Held
20K
Value
$885.64K
Archer-Daniels-Midland Company
ADM
Shares Held
18K
Value
$1.10M
Warner Bros. Discovery, Inc.
WBD
Shares Held
18K
Value
$352.24K
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.75M
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.45M
ACM Research, Inc.
ACMR
Shares Held
14K
Value
$549.78K
Iron Mountain Incorporated
IRM
Shares Held
14K
Value
$1.41M
Walmart Inc.
WMT
Shares Held
13K
Value
$1.35M
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$2.95M
AGNC Investment Corp.
AGNC
Shares Held
12K
Value
$118.17K
Prologis, Inc.
PLD
Shares Held
12K
Value
$1.35M
United Parcel Service, Inc.
UPS
Shares Held
12K
Value
$981.73K
Colgate-Palmolive Company
CL
Shares Held
12K
Value
$936.25K
Lincoln Electric Holdings, Inc.
LECO
Shares Held
11K
Value
$2.68M
The Walt Disney Company
DIS
Shares Held
11K
Value
$1.26M
American Healthcare REIT, Inc.
AHR
Shares Held
11K
Value
$453.20K
American Electric Power Company, Inc.
AEP
Shares Held
11K
Value
$1.18M