Beacon Financial Group has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $864 Million distributed in 318 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $53.8M, Vanguard Whitehall Fds (Vangua with a value of $33.7M, Ishares Core S&P 500 ETF with a value of $25M, Spdr Bloomberg 1 3 Month T Bil with a value of $24.7M, and Ishares Treasury Floating Rate with a value of $22M.

Examining the 13F form we can see an increase of $46.6M in the current position value, from $818M to 864M.

Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $864 Million
ETFs: $528 Million
Financial Services: $70 Million
Technology: $53.3 Million
Industrials: $39.9 Million
Healthcare: $35.3 Million
Energy: $32.1 Million
Consumer Defensive: $24.9 Million
Communication Services: $24.8 Million
Other: $52.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 318
  • Current Value $864 Million
  • Prior Value $818 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 25 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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