StockDriftsStockDriftsTop 50 Beacon Financial Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.52% | 353.0K | $20.0M | -1.24%(-4.44K) | $55.23(+1.26%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.11% | 428.0K | $18.2M | +2.51%(+10.48K) | $33.70(+41.83%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 2.52% | 284.2K | $11.2M | +9.38%(+24.37K) | $39.68(-1.25%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.46% | 196.3K | $10.9M | -0.15%(-296) | $51.00(+17.43%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 2.38% | 224.4K | $10.6M | -1.56%(-3.56K) | $39.23(+19.40%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 2.06% | 256.4K | $9.1M | +3.32%(+8.24K) | $32.82(+22.49%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.06% | 35.9K | $9.1M | +2.41%(+845) | $144.74(+106.48%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.69% | 148.0K | $7.5M | +19.16%(+23.80K) | $50.56(-0.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.27% | 32.3K | $5.6M | +3.50%(+1.09K) | $40.69(+455.05%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.23% | 26.2K | $5.5M | +12.90%(+3.00K) | $153.88(+75.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.25% | +34.01% |
| Top 20 Holdings Unweighted | +12.29% | +41.61% |
Sign up free to track Beacon Financial Advisory LLC, compare funds side by side, and get alerts the moment positions change.