Beacon Financial Strategies Corp Purchases in Q4 2025

Beacon Financial Strategies Corp

  • $179 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
1.39K
+ 0.61%
$59.18 - $62.09 $82.3K - $86.4K
229K $14.3B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.47K
+ 1.16%
$72.17 - $75.74 $106K - $111K
127K $9.62B
IBM
International Business Machines Corp

Technology
990
+ 52.94%
$275.97 - $314.98 $273K - $312K
2.86K $847M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.55K
+ 1.25%
$79.55 - $80.13 $282K - $285K
289K $23B
VT
Vanguard Total World Stk Index

ETFs
1.41K
New
$135.16 - $141.78 $190K - $199K
1.41K $198M
HUM
Humana Inc

Healthcare
736
New
$236.74 - $298.04 $174K - $219K
736 $189M
DFAU
Dimensional ETF Tr

ETFs
3.89K
New
$44.77 - $47.01 $174K - $183K
3.89K $182M
ABBV
Abb Vie Inc.

Healthcare
792
New
$211.96 - $244.38 $168K - $194K
792 $181M
VB
Vanguard Small Cap ETF

ETFs
77
+ 0.19%
$248.1 - $260.08 $19.1K - $20K
41.3K $10.7B
DUK
Duke Energy Corp

Utilities
1.4K
New
$121.57 - $129.03 $170K - $181K
1.4K $164M
RY
Royal Bank Of Canada

Financial Services
861
New
$143.64 - $149.05 $124K - $128K
861 $147M
KR
Kroger CO

Consumer Defensive
2.23K
New
$63.15 - $69.15 $141K - $154K
2.23K $140M
IWM
Ishares Russell 2000 ETF

ETFs
548
New
$236.79 - $250.33 $130K - $137K
548 $135M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
198
New
$600.51 - $631.95 $119K - $125K
198 $124M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.51K
New
$70.2 - $73.89 $106K - $112K
1.51K $111M
TFC
Truist Financial Corp

Financial Services
2.15K
New
$41.09 - $45.64 $88.4K - $98.2K
2.15K $106M
AFL
Aflac Inc

Financial Services
955
New
$105.7 - $115.01 $101K - $110K
955 $105M
PEP
Pepsico Inc

Consumer Defensive
708
New
$138.84 - $153.71 $98.3K - $109K
708 $102M
VOT
Vanguard Mid Cap Growth Index

ETFs
338
New
$279.76 - $298.12 $94.6K - $101K
338 $94.2M
META
Meta Platforms, Inc.

Communication Services
139
New
$609.01 - $751.67 $84.7K - $104K
139 $91.8M
MAR
Marriott International Inc

Consumer Cyclical
292
New
$259.04 - $291.9 $75.6K - $85.2K
292 $90.6M
RPM
Rpm International Inc

Basic Materials
832
New
$105.88 - $117.19 $88.1K - $97.5K
832 $86.5M
ABT
Abbott Laboratories

Healthcare
685
New
$123.62 - $134.59 $84.7K - $92.2K
685 $85.8M
CVX
Chevron Corp

Energy
555
New
$148.9 - $157.72 $82.6K - $87.5K
555 $84.6M
BAC
Bank Of America Corp

Financial Services
1.52K
New
$48.65 - $54.11 $73.9K - $82.2K
1.52K $83.5M
CSX
Csx Corp

Industrials
2.3K
New
$34.88 - $36.67 $80.2K - $84.3K
2.3K $83.3M
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.05%
$82.49 - $92.93 $165 - $186
3.79K $399M
ORCL
Oracle Corp

Technology
400
New
$217.57 - $313.0 $87K - $125K
400 $78M
CEG
Constellation Energy Corp

Utilities
200
New
$335.74 - $401.43 $67.1K - $80.3K
200 $70.7M
NVS
Novartis Ag

Healthcare
489
New
$121.8 - $132.39 $59.6K - $64.7K
489 $67.4M
T
At&T Inc.

Communication Services
2.6K
New
$24.44 - $27.55 $63.6K - $71.7K
2.6K $64.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.45K
New
$25.2 - $26.46 $61.8K - $64.9K
2.45K $64.3M
RTX
Raytheon Technologies Corp

Industrials
350
New
$157.0 - $179.44 $55K - $62.8K
350 $64.2M
WFC
Wells Fargo & Company

Financial Services
661
New
$77.62 - $87.3 $51.3K - $57.7K
661 $61.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.14K
New
$26.44 - $27.53 $56.5K - $58.8K
2.14K $58.6M
CAT
Caterpillar Inc

Industrials
100
New
$480.82 - $585.49 $48.1K - $58.5K
100 $57.3M
ENB
Enbridge Inc

Energy
1.17K
New
$46.39 - $50.07 $54.1K - $58.4K
1.17K $55.8M
DLTR
Dollar Tree, Inc.

Consumer Defensive
440
New
$85.04 - $106.29 $37.4K - $46.8K
440 $54.1M
V
Visa Inc.

Financial Services
150
New
$325.75 - $352.42 $48.9K - $52.9K
150 $52.6M
INTU
Intuit Inc

Technology
78
New
$641.79 - $683.39 $50.1K - $53.3K
78 $51.7M
Wells Fargo CO New
40
New
N/A
40 $48.5M
LOW
Lowes Companies Inc

Consumer Cyclical
195
New
$225.0 - $247.99 $43.9K - $48.4K
195 $47M
FITB
Fifth Third Bancorp

Financial Services
985
New
$40.36 - $44.41 $39.8K - $43.7K
985 $46.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
258
New
$169.53 - $176.53 $43.7K - $45.5K
258 $45.8M
VGSH
Vanguard

ETFs
1.05K
+ 0.78%
$58.64 - $58.96 $61.7K - $62.1K
136K $7.99B
ELV
Elevance Health, Inc.

Healthcare
130
New
$303.78 - $362.34 $39.5K - $47.1K
130 $45.6M
SBUX
Starbucks Corp

Consumer Cyclical
520
New
$78.46 - $87.26 $40.8K - $45.4K
520 $43.8M
America Movil Sab De Cv
2.1K
New
N/A
2.1K $43.4M
FDX
Fedex Corp

Industrials
148
New
$224.63 - $268.67 $33.2K - $39.8K
148 $42.9M
Activity Summary
Buys All Purchases 154 New Holdings 142 Increased Positions 12 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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