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Tcw Etf Trust shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Tcw Etf Trust held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 260k 39.60

More positions owned by Beacon Financial Advisory

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

View all positions for Beacon Financial Advisory

Top funds holding Tcw Etf Trust

Captrust Financial Advisors
UBS Group
LPL Financial
First Pacific Financial
Morton Capital Management
Cary Street Partners Financial
M^T Bank Corporation
Envestnet Asset Management
Janney Montgomery Scott
TCW Group
Keudell/Morrison Wealth Management
Stifel Financial
Francis Financial
Wells Fargo & Company
Morling Financial Advisors

View all funds holding Tcw Etf Trust