BEACON FINANCIAL ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 10K | $541.06K |
 | QCOM | 10K | $1.74M |
 | MDT | 10K | $979.83K |
 | INTC | 10K | $331.07K |
 | ABBV | 10K | $2.27M |
 | PG | 9K | $1.46M |
 | CVX | 9K | $1.47M |
 | TSLA | 9K | $4.12M |
 | IVT | 9K | $251.69K |
 | CCL | 8K | $245.53K |
 | INSM | 8K | $1.22M |
 | C | 8K | $851.60K |
 | V | 8K | $2.84M |
 | PLTR | 8K | $1.51M |
 | NKE | 8K | $560.84K |
 | STX | 8K | $1.89M |
 | MCD | 8K | $2.35M |
 | KMB | 7K | $904.20K |
 | CSCO | 7K | $477.89K |
 | WOR | 7K | $379.22K |
Bank of America Corporation
BAC
Shares Held
10K
Value
$541.06K
QUALCOMM Incorporated
QCOM
Shares Held
10K
Value
$1.74M
Medtronic plc
MDT
Shares Held
10K
Value
$979.83K
Intel Corporation
INTC
Shares Held
10K
Value
$331.07K
AbbVie Inc.
ABBV
Shares Held
10K
Value
$2.27M
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.46M
Chevron Corporation
CVX
Shares Held
9K
Value
$1.47M
Tesla, Inc.
TSLA
Shares Held
9K
Value
$4.12M
InvenTrust Properties Corp.
IVT
Shares Held
9K
Value
$251.69K
Carnival Corporation & plc
CCL
Shares Held
8K
Value
$245.53K
Insmed Incorporated
INSM
Shares Held
8K
Value
$1.22M
Citigroup Inc.
C
Shares Held
8K
Value
$851.60K
Visa Inc.
V
Shares Held
8K
Value
$2.84M
Palantir Technologies Inc.
PLTR
Shares Held
8K
Value
$1.51M
NIKE, Inc.
NKE
Shares Held
8K
Value
$560.84K
Seagate Technology Holdings plc
STX
Shares Held
8K
Value
$1.89M
McDonald's Corporation
MCD
Shares Held
8K
Value
$2.35M
Kimberly-Clark Corporation
KMB
Shares Held
7K
Value
$904.20K
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$477.89K
Worthington Industries, Inc.
WOR
Shares Held
7K
Value
$379.22K