Beacon Financial Group Purchases and Sells in Q3 2025

Beacon Financial Group

$944 Million
Q3 2025

Top Buys

Incresed Positions

105 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGC	28.7K + 102.14%	$224.2 - $245.55 $6.44M - $7.06M	56.9K $13.9M
DYNF	93.4K + 30.0%	$54.35 - $59.32 $5.08M - $5.54M	405K $24M
VWO	59.6K + 26.27%	$49.43 - $54.52 $2.94M - $3.25M	286K $15.5M
VUG	2.99K + 5.81%	$433.97 - $484.08 $1.3M - $1.45M	54.4K $26.1M
IAU	35.6K + 55.89%	$61.62 - $72.77 $2.19M - $2.59M	99.4K $7.23M
TFLO	63.2K + 17.12%	$50.45 - $50.65 $3.19M - $3.2M	433K $21.9M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RCII	75.9K New	N/A	75.9K $2.02M
BILS	9.39K New	$99.12 - $99.52 $930K - $934K	9.39K $934K
VOO	1.35K New	$567.77 - $614.76 $767K - $831K	1.35K $827K
SSNC	6.5K New	$81.85 - $90.2 $532K - $586K	6.5K $576K
FIDI	16.9K New	$23.22 - $24.85 $393K - $420K	16.9K $414K
FMB	6.45K New	$49.32 - $50.93 $318K - $329K	6.45K $327K

Top Sells

Reduced Positions

193 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYW	-34.2K - 77.0%	$171.38 - $197.01 $5.86M - $6.74M	10.2K $2M
AGGY	-63K - 79.08%	$43.1 - $44.6 $2.71M - $2.81M	16.7K $737K
BIL	-19.8K - 7.97%	$91.44 - $91.77 $1.81M - $1.81M	228K $20.9M
LQDH	-16.4K - 23.62%	$92.14 - $93.55 $1.51M - $1.54M	53.1K $4.97M
USFR	-27.2K - 23.62%	$50.23 - $50.48 $1.37M - $1.37M	87.9K $4.42M
SHY	-11.8K - 10.85%	$82.38 - $83.0 $970K - $978K	96.8K $8.03M

Activity Summary All Purchases 128 New Holdings 23 Increased Positions 105 All Sells 193 Reductions 193 Sold out 0 Calls 0 Puts 0

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