Beacon Financial Group Purchases in Q3 2024

Beacon Financial Group

  • $913 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
129K
+ 252.94%
$42.76 - $45.16 $5.5M - $5.81M
180K $8.03M
ITOT
Ishares Core S&P Total U.S. St

ETFs
22.8K
+ 21.12%
$113.41 - $125.62 $2.59M - $2.87M
131K $16.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.86K
+ 5.45%
$520.18 - $576.82 $1.49M - $1.65M
55.4K $32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
31.3K
+ 15.01%
$44.24 - $49.47 $1.39M - $1.55M
240K $11.9M
VUG
Vanguard Growth ETF

ETFs
3.28K
+ 7.01%
$341.08 - $391.94 $1.12M - $1.29M
50.1K $19.2M
VTV
Vanguard Value ETF

ETFs
5.85K
+ 17.94%
$159.75 - $174.57 $934K - $1.02M
38.4K $6.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.08K
+ 13.54%
$162.64 - $179.3 $989K - $1.09M
51K $9.14M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.6K
+ 30.34%
$56.04 - $62.99 $1.15M - $1.3M
88.3K $5.4M
IYW
Ishares Dj Us Tech ETF

ETFs
5.73K
+ 15.97%
$133.16 - $158.73 $763K - $910K
41.6K $6.31M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
21.8K
New
$38.81 - $41.41 $847K - $904K
21.8K $904K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.74K
New
$81.31 - $83.29 $711K - $728K
8.74K $726K
MBB
Ishares Tr

ETFs
5.1K
+ 10.87%
$90.85 - $96.66 $464K - $493K
52.1K $4.99M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
12.1K
+ 44.79%
$43.5 - $45.75 $526K - $553K
39.1K $1.79M
IFRA
Ishares Tr

ETFs
6K
+ 23.16%
$41.55 - $46.97 $249K - $282K
31.9K $1.5M
AON
Aon PLC

Financial Services
35
+ 0.48%
$293.16 - $351.06 $10.3K - $12.3K
7.26K $2.51M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.73K
+ 4.94%
$51.02 - $52.74 $241K - $249K
100K $5.29M
IBM
International Business Machines Corp

Technology
1.25K
+ 61.43%
$175.1 - $223.38 $219K - $279K
3.29K $726K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.31K
+ 20.33%
$42.73 - $44.94 $312K - $328K
43.3K $1.94M
HD
Home Depot, Inc.

Consumer Cyclical
157
+ 3.13%
$333.64 - $405.2 $52.4K - $63.6K
5.18K $2.1M
SBR
Sabine Royalty Trust

Energy
5.26K
New
$59.42 - $67.35 $312K - $354K
5.26K $324K
AXP
American Express CO

Financial Services
177
+ 2.63%
$225.92 - $271.17 $40K - $48K
6.91K $1.87M
EFV
Msci Eafe Value ETF

ETFs
4.78K
+ 56.73%
$51.72 - $57.96 $247K - $277K
13.2K $759K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.26K
+ 34.85%
$44.83 - $47.42 $236K - $249K
20.3K $958K
UNH
Unitedhealth Group Inc

Healthcare
81
+ 2.76%
$488.01 - $604.18 $39.5K - $48.9K
3.01K $1.76M
BMY
Bristol Myers Squibb CO

Healthcare
5.02K
New
$39.66 - $51.75 $199K - $260K
5.02K $259K
SHW
Sherwin Williams CO

Basic Materials
670
New
$294.65 - $384.0 $197K - $257K
670 $255K
MA
Mastercard Inc

Financial Services
46
+ 1.09%
$429.6 - $500.99 $19.8K - $23K
4.27K $2.11M
GBIL
Goldman Sachs Access Treasury

ETFs
2.41K
+ 11.31%
$99.7 - $100.3 $240K - $241K
23.7K $2.37M
GS
Goldman Sachs Group Inc

Financial Services
489
New
$459.02 - $510.25 $224K - $250K
489 $242K
TRP
Tc Energy Corp

Energy
5.07K
New
$37.48 - $47.9 $190K - $243K
5.07K $240K
EMB
Ishares Tr

ETFs
1.48K
+ 9.26%
$87.75 - $93.74 $130K - $139K
17.5K $1.64M
ACGL
Arch Capital Group Ltd.

Financial Services
1.95K
New
$94.47 - $114.25 $184K - $223K
1.95K $218K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.16K
+ 9.44%
$100.3 - $100.74 $217K - $218K
25.1K $2.53M
RTX
Raytheon Technologies Corp

Industrials
185
+ 1.98%
$99.55 - $123.34 $18.4K - $22.8K
9.54K $1.16M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.82K
New
$69.7 - $76.81 $197K - $217K
2.82K $216K
ROP
Roper Technologies Inc

Industrials
384
New
$515.25 - $576.55 $198K - $221K
384 $213K
SCCO
Southern Copper Corp

Basic Materials
1.83K
New
$94.1 - $120.43 $172K - $220K
1.83K $210K
PHM
Pultegroup Inc

Consumer Cyclical
1.44K
New
$103.95 - $144.98 $149K - $208K
1.44K $206K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.05K
New
$61.11 - $67.85 $186K - $207K
3.05K $206K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.93K
New
$61.97 - $69.37 $182K - $203K
2.93K $202K
VEA
Vanguard Ftse Developed Market

ETFs
28
+ 0.05%
$47.6 - $53.31 $1.33K - $1.49K
57.6K $3.04M
APP
App Lovin Corp

Technology
1.47K
New
$67.14 - $130.65 $98.4K - $191K
1.47K $191K
AVGO
Broadcom Inc.

Technology
8.7K
+ 944.41%
$136.27 - $1745.86 $1.19M - $15.2M
9.62K $1.66M
IWB
Ishares Tr Russell 1000 ETF

ETFs
90
+ 1.01%
$283.28 - $314.39 $25.5K - $28.3K
9.04K $2.84M
PGR
Progressive Corp

Financial Services
47
+ 1.31%
$209.46 - $259.24 $9.84K - $12.2K
3.63K $922K
OEF
Ishares S&P 100 ETF

ETFs
592
+ 10.99%
$266.03 - $266.03 $157K - $157K
5.98K $1.59M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.23K
+ 35.69%
$36.02 - $41.68 $116K - $135K
12.3K $506K
CAT
Caterpillar Inc

Industrials
229
+ 20.52%
$316.8 - $391.12 $72.5K - $89.6K
1.35K $526K
ANET
Arista Networks, Inc.

Technology
90
+ 2.56%
$311.42 - $388.21 $28K - $34.9K
3.6K $1.38M
Activity Summary
Buys All Purchases 127 New Holdings 15 Increased Positions 112 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 2 Puts 0
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