Beacon Financial Group Purchases in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
319
+ 3.39%
$114.1 - $135.66 $36.4K - $43.3K
9.73K $1.29M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
8.25K
+ 82.5%
$18.17 - $22.43 $150K - $185K
18.3K $396K
MBB
Ishares Tr

ETFs
688
+ 1.12%
$90.37 - $94.08 $62.2K - $64.7K
62.1K $5.81M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.73K
+ 6.76%
$100.34 - $100.68 $174K - $175K
27.4K $2.76M
BK
Bank Of New York Mellon Corp

Financial Services
666
+ 3.91%
$75.42 - $88.95 $50.2K - $59.2K
17.7K $1.48M
PGR
Progressive Corp

Financial Services
39
+ 1.08%
$235.61 - $291.22 $9.19K - $11.4K
3.66K $1.04M
GD
General Dynamics Corp

Industrials
274
+ 3.96%
$241.94 - $272.58 $66.3K - $74.7K
7.19K $1.96M
TFLO
Ishares Treasury Floating Rate

ETFs
900
+ 0.22%
$50.48 - $50.68 $45.4K - $45.6K
404K $20.5M
SNY
Sanofi

Healthcare
222
+ 1.57%
$48.15 - $59.42 $10.7K - $13.2K
14.4K $798K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.77K
+ 12.95%
$20.1 - $20.8 $95.8K - $99.2K
41.6K $862K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.04K
+ 15.92%
$37.07 - $40.63 $75.6K - $82.9K
14.9K $585K
T
At&T Inc.

Communication Services
417
+ 2.86%
$21.56 - $28.28 $8.99K - $11.8K
15K $423K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.91K
+ 7.46%
$24.79 - $25.26 $72.1K - $73.5K
41.9K $1.06M
SO
Southern CO

Utilities
55
+ 0.68%
$80.96 - $92.96 $4.45K - $5.11K
8.16K $750K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.55K
+ 3.34%
$19.42 - $19.54 $69K - $69.4K
110K $2.14M
IBDV
Ishares Tr

Technology
2.52K
+ 5.5%
$21.11 - $21.73 $53.3K - $54.8K
48.4K $1.05M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4K
+ 25.57%
$19.04 - $20.15 $76.1K - $80.6K
19.6K $375K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.43K
+ 10.61%
$24.21 - $25.09 $58.9K - $61K
25.4K $632K
PHYS
Sprott Physical Gold Trust

Financial Services
81
+ 0.44%
$20.25 - $24.06 $1.64K - $1.95K
18.3K $436K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.58K
+ 17.59%
$92.45 - $106.69 $146K - $169K
10.6K $980K
DE
Deere & CO

Industrials
19
+ 1.55%
$408.57 - $509.27 $7.76K - $9.68K
1.24K $583K
APP
App Lovin Corp

Technology
568
+ 38.53%
$238.08 - $510.13 $135K - $290K
2.04K $541K
CME
Cme Group Inc.

Financial Services
61
+ 4.85%
$225.82 - $266.54 $13.8K - $16.3K
1.32K $349K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.67K
+ 3.89%
$22.61 - $23.14 $37.6K - $38.5K
44.5K $1.03M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.08K
+ 1.52%
$20.64 - $20.73 $42.9K - $43.1K
139K $2.88M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.43K
+ 2.93%
$23.9 - $24.18 $34.1K - $34.5K
50.1K $1.21M
PG
Procter & Gamble CO

Consumer Defensive
94
+ 1.01%
$158.56 - $176.26 $14.9K - $16.6K
9.4K $1.6M
KLAC
Kla Corp

Technology
25
+ 5.63%
$636.62 - $777.63 $15.9K - $19.4K
469 $318K
LLY
Eli Lilly & CO

Healthcare
18
+ 4.21%
$725.72 - $929.72 $13.1K - $16.7K
446 $368K
ADP
Automatic Data Processing Inc

Industrials
18
+ 0.75%
$286.85 - $318.64 $5.16K - $5.74K
2.43K $743K
NFLX
Netflix Inc

Communication Services
1
+ 0.12%
$828.4 - $1058.6 $828 - $1.06K
847 $789K
BMY
Bristol Myers Squibb CO

Healthcare
98
+ 2.28%
$53.9 - $63.11 $5.28K - $6.18K
4.4K $268K
AFL
Aflac Inc

Financial Services
37
+ 1.52%
$100.99 - $111.19 $3.74K - $4.11K
2.48K $275K
MKL
Markel Corp

Financial Services
1
+ 0.74%
$1660.14 - $2059.83 $1.66K - $2.06K
136 $254K
CGDV
Capital Group Divid Value ETF

ETFs
247
+ 3.38%
$34.95 - $37.36 $8.63K - $9.23K
7.56K $268K
AMD
Advanced Micro Devices Inc

Technology
522
+ 21.07%
$96.63 - $129.55 $50.4K - $67.6K
3K $308K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.62%
$330.16 - $365.55 $1.32K - $1.46K
651 $227K
META
Meta Platforms, Inc.

Communication Services
148
+ 2.42%
$576.36 - $736.67 $85.3K - $109K
6.28K $3.62M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
170
+ 0.35%
N/A
48.4K $1.15M
BA
Boeing CO

Industrials
63
+ 5.05%
$148.15 - $186.25 $9.33K - $11.7K
1.31K $223K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
217
+ 1.47%
$7.89 - $8.07 $1.71K - $1.75K
15K $118K
IVE
Ishares S&P 500 Value ETF

ETFs
66
+ 1.26%
$185.78 - $198.58 $12.3K - $13.1K
5.31K $1M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.56K
+ 13.54%
N/A
55K $0
Innovator Etfs Trust
18.9K
New
N/A
18.9K $0
Blackrock ETF Trust Ii
13.3K
+ 24.88%
N/A
66.7K $0
Ge Healthcare Technologies I
735
+ 12.5%
N/A
6.61K $0
Ea Series Trust
4.23K
+ 17.27%
N/A
28.7K $0
SFLR
Innovator Etfs Tr Equity Manag
75.8K
New
N/A
75.8K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 9.03%
$468.34 - $539.52 $47.3K - $54.5K
1.22K $571K
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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