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3M shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of 3M shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in 3M

Tip: Access up to 7 years of quarterly data

All positions including 3M held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 3M by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $723k 6.8k 106.07

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding 3M

Windle Wealth
Kinloch Capital
Lakeside Advisors
Gries Financial
Edmp
Eagle Bluffs Wealth Management
Econ Financial Services Corp
Straight Path Wealth Management
Cherry Creek Investment Advisors
Vaughan And Company Securities
Beacon Financial Advisory
Round Rock Advisors
Abbot Financial Management
Investors Asset Management Of Georgia
Kennedy Investment Group

View all funds holding 3M