Beacon Financial Group Purchases in Q4 2024

Beacon Financial Group

  • $886 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16.2K
New
$201.32 - $217.44 $3.26M - $3.52M
16.2K $3.35M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
81.1K
+ 153.71%
$39.4 - $40.57 $3.2M - $3.29M
134K $5.38M
IVV
Ishares Core S&P 500 ETF

ETFs
1.52K
+ 2.74%
$570.51 - $610.59 $867K - $927K
57K $33.5M
IAU
Ishares Gold Trust

ETFs
30.2K
New
$48.37 - $52.65 $1.46M - $1.59M
30.2K $1.49M
VUG
Vanguard Growth ETF

ETFs
318
+ 0.63%
$378.79 - $428.11 $120K - $136K
50.4K $20.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.7K
+ 6.47%
$91.29 - $91.8 $1.52M - $1.53M
275K $25.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
18.6K
+ 10.15%
$34.49 - $39.24 $643K - $731K
202K $7.52M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.35K
+ 3.9%
$49.03 - $53.35 $458K - $499K
249K $12.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.8K
+ 2.9%
$124.26 - $134.12 $472K - $509K
135K $17.3M
MBB
Ishares Tr

ETFs
9.32K
+ 17.9%
$91.26 - $95.82 $851K - $893K
61.4K $5.63M
BALT
Innovator Etfs Tr
17.9K
New
$30.76 - $31.55 $550K - $564K
17.9K $561K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.25K
+ 6.37%
$176.42 - $186.91 $574K - $608K
54.3K $9.66M
IYW
Ishares Dj Us Tech ETF

ETFs
1.14K
+ 2.73%
$148.14 - $166.23 $168K - $189K
42.8K $6.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.18K
New
$75.1 - $82.99 $464K - $513K
6.18K $467K
DEO
Diageo PLC

Consumer Defensive
3.74K
+ 112.67%
$118.0 - $139.88 $441K - $522K
7.05K $896K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.3K
+ 113.12%
$39.78 - $41.04 $411K - $424K
19.5K $789K
VTV
Vanguard Value ETF

ETFs
3.6K
+ 9.37%
$168.32 - $181.87 $606K - $655K
42K $7.12M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.7K
+ 48.36%
N/A
48.3K $1.15M
HSY
Hershey CO

Consumer Defensive
2.17K
New
$168.67 - $193.65 $366K - $420K
2.17K $366K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.7K
+ 39.1%
$23.88 - $24.32 $327K - $333K
48.6K $1.17M
CME
Cme Group Inc.

Financial Services
1.26K
New
$221.17 - $246.02 $278K - $309K
1.26K $292K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
7.21K
+ 38.28%
$38.63 - $39.95 $278K - $288K
26K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
189
+ 12.57%
$213.65 - $479.86 $40.4K - $90.7K
1.69K $683K
APP
App Lovin Corp

Technology
9
+ 0.61%
$130.67 - $401.5 $1.18K - $3.61K
1.47K $477K
IGV
Ishares Expanded Tech Software

ETFs
2.78K
New
$87.5 - $110.17 $243K - $306K
2.78K $278K
ASML
Asml Holding Nv

Technology
398
New
$658.43 - $872.27 $262K - $347K
398 $275K
CGDV
Capital Group Divid Value ETF

ETFs
7.31K
New
$35.16 - $37.12 $257K - $271K
7.31K $257K
HON
Honeywell International Inc

Industrials
966
+ 64.49%
$202.84 - $236.0 $196K - $228K
2.46K $556K
AMAT
Applied Materials Inc

Technology
1.52K
New
$161.44 - $213.89 $245K - $324K
1.52K $246K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.1K
+ 35.4%
$81.68 - $82.93 $253K - $257K
11.8K $970K
BA
Boeing CO

Industrials
1.25K
New
$138.14 - $180.72 $172K - $225K
1.25K $220K
TJX
Tjx Companies Inc

Consumer Cyclical
1.67K
New
$112.15 - $127.2 $188K - $213K
1.67K $202K
AVUV
American Centy ETF Tr Avantis

ETFs
1.88K
+ 5.5%
$94.37 - $106.41 $178K - $200K
36.1K $3.48M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.6K
+ 14.26%
$55.45 - $61.08 $698K - $769K
101K $5.6M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
10K
New
$18.65 - $21.2 $187K - $212K
10K $196K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.51K
+ 27.9%
$24.82 - $25.48 $211K - $217K
39K $971K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.47K
+ 58.61%
$24.5 - $25.72 $208K - $218K
22.9K $563K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.3K
+ 38.59%
$20.28 - $21.2 $208K - $217K
36.8K $749K
EMB
Ishares Tr

ETFs
2.98K
+ 17.03%
$88.94 - $93.46 $265K - $278K
20.5K $1.82M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.94K
+ 26.38%
$22.71 - $23.47 $203K - $210K
42.8K $976K
IBDV
Ishares Tr

Technology
9.58K
+ 26.39%
$21.24 - $22.15 $203K - $212K
45.9K $979K
XLF
Financial Sector Spdr

ETFs
23
+ 0.05%
$44.89 - $51.34 $1.03K - $1.18K
47.3K $2.29M
FQAL
Fidelity Covington Tr Quality

ETFs
651
+ 0.35%
$64.43 - $68.47 $41.9K - $44.6K
186K $12.2M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
2.8K
+ 62.78%
$47.07 - $48.75 $132K - $137K
7.26K $347K
HYG
Ishares Tr

ETFs
1.76K
+ 45.74%
$78.09 - $80.04 $138K - $141K
5.62K $442K
MUB
Ishares National Muni Bond ETF

ETFs
1.24K
+ 32.0%
$105.78 - $108.7 $131K - $135K
5.11K $544K
XLE
Energy Sector Spdr

ETFs
2.01K
+ 6.12%
$83.32 - $97.27 $167K - $196K
34.8K $2.98M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.28K
+ 18.02%
$26.65 - $29.34 $194K - $213K
47.6K $1.29M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.65K
+ 23.54%
$23.01 - $26.06 $222K - $251K
50.6K $1.17M
Activity Summary
Buys All Purchases 102 New Holdings 21 Increased Positions 81 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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