Beacon Financial Group Purchases and Sells in Q1 2025

Beacon Financial Group

$869 Million
Q1 2025

Top Buys

Incresed Positions

106 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	99.8K + 843.36%	$81.83 - $82.67 $8.17M - $8.25M	112K $9.23M
TLH	49K + 1046.72%	$97.25 - $104.79 $4.76M - $5.13M	53.7K $5.54M
VTV	19.8K + 47.18%	$167.73 - $179.21 $3.33M - $3.55M	61.9K $10.6M
IAU	33.1K + 109.82%	$49.74 - $58.96 $1.65M - $1.95M	63.3K $3.73M
VWO	45.7K + 60.21%	$42.5 - $46.71 $1.94M - $2.13M	122K $5.51M
BALT	57K + 318.44%	$31.31 - $31.89 $1.78M - $1.82M	74.8K $2.35M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGC	17.2K New	$199.2 - $222.69 $3.43M - $3.83M	17.2K $3.45M
FNDF	42.4K New	$32.9 - $37.45 $1.39M - $1.59M	42.4K $1.54M
SHYG	25.6K New	$42.38 - $43.28 $1.09M - $1.11M	25.6K $1.09M
BSCR	52.1K New	$19.43 - $19.62 $1.01M - $1.02M	52.1K $1.02M
RPG	25.8K New	$37.33 - $45.03 $962K - $1.16M	25.8K $981K
IWX	5.38K New	$78.54 - $84.86 $422K - $456K	5.38K $437K

Top Sells

Reduced Positions

186 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	-143K - 66.33%	$50.87 - $51.09 $7.27M - $7.3M	72.5K $3.7M
FLRN	-150K - 86.13%	$30.71 - $30.87 $4.6M - $4.63M	24.1K $744K
DGRW	-39.1K - 5.76%	$78.0 - $84.37 $3.05M - $3.3M	640K $50.6M
TLT	-30.6K - 91.9%	$85.29 - $92.57 $2.61M - $2.83M	2.7K $243K
IVV	-1.47K - 2.58%	$554.06 - $615.85 $814K - $905K	55.5K $31M
NVDA	-35 - 0.04%	$106.98 - $149.43 $3.74K - $5.23K	86.7K $9.4M

Activity Summary All Purchases 130 New Holdings 24 Increased Positions 106 All Sells 186 Reductions 186 Sold out 0 Calls 0 Puts 0

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