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Health Care SPDR shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Health Care SPDR by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 1.8k 154.03
2024-06-30 $245k 1.7k 145.77
2023-12-31 $205k 1.5k 136.39

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 Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
LPL Financial
Susquehanna International
Envestnet Asset Management
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Branch Banking & Trust Company
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citadel Advisors
WestEnd Advisors

View all funds holding Health Care SPDR