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SPDR DJ Wilshire Large Cap Growth shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in SPDR DJ Wilshire Large Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Growth held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $559k 6.4k 87.89
2024-09-30 $411k 5.0k 82.94
2024-06-30 $420k 5.2k 80.13

More positions owned by Beacon Financial Advisory

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

View all positions for Beacon Financial Advisory

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Envestnet Asset Management
Hanson McClain Advisors
Ameriprise Financial
Morgan Stanley
Horizon Investments
Equitable Holdings
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
Connecticut Wealth Management
UBS Group
Townsquare Capital
Raymond James Financial

View all funds holding SPDR DJ Wilshire Large Cap Growth