Stock Taper

BEACON FINANCIAL ADVISORY LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
JPMorgan Chase & Co.JPM11.56K$3.78M
Bank of America CorporationBAC11.45K$652.11K
AGNC Investment Corp.AGNC10.74K$117.08K
Iron Mountain IncorporatedIRM10.44K$1.32M
The J. M. Smucker CompanySJM10.22K$1.15M
Palantir Technologies Inc.PLTR10.04K$1.17M
QUALCOMM IncorporatedQCOM9.97K$1.84M
American Electric Power Company, Inc.AEP9.96K$1.36M
Medtronic plcMDT9.72K$760.47K
Target CorporationTGT9.55K$1.25M
The Procter & Gamble CompanyPG9.53K$1.4M
PepsiCo, Inc.PEP9.4K$1.27M
Tesla, Inc.TSLA9.3K$3.91M
The Walt Disney CompanyDIS9.17K$883.01K
Visa Inc.V9.16K$3.14M
PPG Industries, Inc.PPG8.7K$1.06M
Intel Corp.INTC8.49K$1.18M
T. Rowe Price Group, Inc.TROW8.47K$963.52K
Citigroup Inc.C8.43K$1.18M
American Healthcare REIT, Inc.AHR8.28K$431.85K