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Pimco shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 187k 26.65
2024-06-30 $3.0M 118k 25.64
2024-03-31 $1.7M 68k 25.76

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Value Line Divid In SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for Beacon Financial Advisory

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco