Beacon Financial Group Purchases in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
99.8K
+ 843.36%
$81.83 - $82.73 $8.17M - $8.26M
112K $9.23M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
49K
+ 1046.72%
$97.25 - $104.79 $4.76M - $5.13M
53.7K $5.54M
VTV
Vanguard Value ETF

ETFs
19.8K
+ 47.18%
$167.73 - $179.21 $3.33M - $3.55M
61.9K $10.6M
MGC
Vanguard Mega Cap ETF

ETFs
17.2K
New
$199.2 - $222.69 $3.43M - $3.83M
17.2K $3.45M
IAU
Ishares Gold Trust

ETFs
33.1K
+ 109.82%
$49.74 - $58.96 $1.65M - $1.95M
63.3K $3.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45.7K
+ 60.21%
$42.5 - $46.71 $1.94M - $2.13M
122K $5.51M
BALT
Innovator Etfs Tr
57K
+ 318.44%
$31.31 - $31.89 $1.78M - $1.82M
74.8K $2.35M
FNDF
Schwab Fundamental Intl Large

ETFs
42.4K
New
$32.9 - $37.45 $1.39M - $1.59M
42.4K $1.54M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
25.8K
+ 210.83%
$46.18 - $47.84 $1.19M - $1.23M
38K $1.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.26K
+ 17.06%
$168.16 - $186.21 $1.56M - $1.72M
63.5K $10.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.6K
New
$42.38 - $43.28 $1.09M - $1.11M
25.6K $1.09M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
52.1K
New
$19.43 - $19.62 $1.01M - $1.02M
52.1K $1.02M
RPG
Invesco Exchange Traded Fd Tr

ETFs
25.8K
New
$37.33 - $45.03 $962K - $1.16M
25.8K $981K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
36.4K
+ 17.65%
$24.5 - $24.95 $892K - $908K
243K $6.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.68K
+ 156.69%
$74.85 - $84.89 $724K - $822K
15.9K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
6.95K
+ 29.16%
$190.26 - $242.06 $1.32M - $1.68M
30.8K $5.85M
FNV
Franco Nevada Corp

Basic Materials
1.95K
+ 37.81%
$120.72 - $157.56 $235K - $307K
7.1K $1.12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.53K
+ 8.4%
$51.52 - $52.37 $439K - $446K
110K $5.76M
V
Visa Inc.

Financial Services
202
+ 1.68%
$306.92 - $362.71 $62K - $73.3K
12.2K $4.28M
IGM
Ishares Expanded Tech Sector E

ETFs
5.64K
+ 154.47%
$90.67 - $108.46 $511K - $611K
9.29K $843K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.72K
+ 16.84%
$196.12 - $229.48 $534K - $625K
18.9K $3.8M
IWX
Ishares Tr Russell 200 Value E

ETFs
5.38K
New
$78.54 - $84.86 $422K - $456K
5.38K $437K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.75K
New
$45.72 - $51.73 $400K - $453K
8.75K $401K
EEM
Ishares Msci Emerging Markets

ETFs
9.08K
New
$40.81 - $45.34 $370K - $412K
9.08K $397K
OEF
Ishares S&P 100 ETF

ETFs
1.48K
+ 24.09%
N/A
7.63K $2.03M
DGRO
Ishares Core Dividend Growth E

ETFs
6K
New
$60.46 - $64.42 $363K - $386K
6K $366K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.87K
+ 1.04%
$91.45 - $91.75 $262K - $263K
277K $25.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.34K
+ 85.98%
$95.85 - $99.25 $320K - $332K
7.23K $713K
AON
Aon PLC

Financial Services
10
+ 0.14%
$348.44 - $409.32 $3.48K - $4.09K
7.17K $2.86M
UL
Unilever PLC

Consumer Defensive
1.76K
+ 2.73%
$54.72 - $60.29 $96.4K - $106K
66.3K $3.95M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.61K
New
$105.1 - $109.61 $275K - $286K
2.61K $283K
PLTR
Palantir Technologies Inc.

Technology
3.36K
New
$64.98 - $124.62 $218K - $419K
3.36K $283K
EMB
Ishares Tr

ETFs
2.76K
+ 13.46%
$88.64 - $92.03 $244K - $254K
23.2K $2.1M
IEMG
Ishares Inc

ETFs
5.16K
New
N/A
5.16K $276K
HSY
Hershey CO

Consumer Defensive
1.58K
+ 73.0%
$144.74 - $186.36 $229K - $295K
3.75K $641K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.61K
New
$56.12 - $68.15 $203K - $246K
3.61K $245K
MDT
Medtronic PLC

Healthcare
1.23K
+ 9.47%
$79.84 - $94.5 $98.4K - $117K
14.2K $1.28M
HON
Honeywell International Inc

Industrials
1.3K
+ 52.56%
$202.75 - $226.52 $263K - $293K
3.76K $795K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.82K
New
$46.86 - $50.66 $226K - $244K
4.82K $231K
HDV
Ishares Core High Dividend ETF

ETFs
1.9K
New
$110.86 - $121.12 $211K - $230K
1.9K $227K
GE
General Electric CO

Industrials
1.1K
New
$168.59 - $212.13 $185K - $232K
1.1K $219K
MMM
3 M CO

Industrials
1.5K
New
$129.7 - $155.12 $194K - $232K
1.5K $219K
SAP
Sap Se

Technology
808
New
$241.4 - $293.69 $195K - $237K
808 $216K
SLB
Schlumberger Limited

Energy
5.02K
New
$38.4 - $43.74 $193K - $220K
5.02K $209K
EFV
Msci Eafe Value ETF

ETFs
2.42K
+ 26.13%
$51.88 - $60.73 $126K - $147K
11.7K $694K
UGI
Ugi Corp

Utilities
4.89K
+ 57.94%
$28.0 - $34.16 $137K - $167K
13.3K $440K
CAH
Cardinal Health Inc

Healthcare
1.47K
New
$118.02 - $137.77 $173K - $202K
1.47K $202K
EUDG
Wisdomtree Tr

ETFs
6.18K
New
$29.73 - $34.14 $184K - $211K
6.18K $202K
ROP
Roper Technologies Inc

Industrials
342
New
$502.71 - $593.81 $172K - $203K
342 $201K
Activity Summary
Buys All Purchases 130 New Holdings 24 Increased Positions 106 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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