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Dell Technologies shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Dell Technologies

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

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Quarterly reported holdings in Dell Technologies by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $246k 1.5k 164.08

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding Dell Technologies

Vanguard Group
BlackRock
Vanguard Capital Management
Jane Street
State Street Corporation
Bank of America Corporation
Susquehanna International
Invesco
Citadel Advisors
Vanguard Portfolio Management
Geode Capital Management
Goldman Sachs Group
Morgan Stanley
FMR
UBS Group

View all funds holding Dell Technologies