Beacon Financial Group Purchases in Q3 2025

Beacon Financial Group

  • $944 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EBAY
Ebay Inc

Consumer Cyclical
2.67K
New
$75.33 - $100.77 $201K - $269K
2.67K $242K
PLTR
Palantir Technologies Inc.

Technology
126
+ 2.72%
$130.68 - $186.97 $16.5K - $23.6K
4.75K $866K
WELL
Welltower Inc.

Real Estate
1.25K
New
$150.71 - $178.14 $188K - $223K
1.25K $222K
RTX
Raytheon Technologies Corp

Industrials
170
+ 1.87%
$144.19 - $167.33 $24.5K - $28.4K
9.28K $1.55M
GLDM
World Gold Trust

ETFs
2.9K
New
$64.73 - $76.45 $188K - $222K
2.9K $221K
TJX
Tjx Companies Inc

Consumer Cyclical
1.48K
New
$121.35 - $144.54 $180K - $214K
1.48K $214K
BAC
Bank Of America Corp

Financial Services
36
+ 0.07%
$44.92 - $52.42 $1.62K - $1.89K
49.5K $2.55M
VXF
Vanguard Extended Market ETF

ETFs
1K
New
$193.58 - $213.07 $194K - $213K
1K $209K
VBK
Vanguard Small Cap Growth ETF

ETFs
688
New
$276.51 - $305.12 $190K - $210K
688 $204K
IEFA
Ishares Tr

ETFs
2.33K
New
$81.7 - $87.53 $190K - $204K
2.33K $203K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.92K
+ 7.23%
$19.49 - $19.61 $193K - $194K
147K $2.88M
PEP
Pepsico Inc

Consumer Defensive
502
+ 4.38%
$133.81 - $152.16 $67.2K - $76.4K
12K $1.68M
VEA
Vanguard Ftse Developed Market

ETFs
120
+ 0.22%
$56.02 - $60.3 $6.72K - $7.24K
53.9K $3.23M
PFG
Principal Financial Group Inc

Financial Services
1.71K
+ 65.31%
$75.53 - $82.95 $129K - $142K
4.33K $359K
SCHW
Schwab Charles Corp

Financial Services
106
+ 0.33%
$91.03 - $98.69 $9.65K - $10.5K
32.3K $3.09M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
66
+ 0.91%
$89.32 - $107.82 $5.9K - $7.12K
7.32K $789K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.33K
+ 4.69%
$100.37 - $100.74 $134K - $134K
29.7K $3M
IQV
Iqvia Holdings Inc.

Healthcare
175
+ 5.64%
$157.68 - $200.82 $27.6K - $35.1K
3.28K $622K
META
Meta Platforms, Inc.

Communication Services
213
+ 3.17%
$695.21 - $791.73 $148K - $169K
6.94K $5.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
157
+ 0.37%
$32.53 - $35.69 $5.11K - $5.6K
42.4K $1.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
76
+ 0.81%
$108.97 - $121.65 $8.28K - $9.25K
9.5K $1.15M
HSY
Hershey CO

Consumer Defensive
108
+ 2.84%
$161.95 - $193.45 $17.5K - $20.9K
3.91K $730K
SYY
Sysco Corp

Consumer Defensive
400
+ 4.02%
$76.33 - $82.51 $30.5K - $33K
10.4K $852K
LOW
Lowes Companies Inc

Consumer Cyclical
83
+ 3.2%
$215.01 - $273.02 $17.8K - $22.7K
2.68K $672K
AXP
American Express CO

Financial Services
9
+ 0.13%
$294.27 - $342.31 $2.65K - $3.08K
6.75K $2.24M
PEAK
Healthpeak Properties, Inc.

Real Estate
4.77K
+ 40.59%
N/A
16.5K $313K
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 1.25%
$546.99 - $602.2 $10.4K - $11.4K
1.55K $927K
AMD
Advanced Micro Devices Inc

Technology
40
+ 1.08%
$134.8 - $184.42 $5.39K - $7.38K
3.75K $607K
IVE
Ishares S&P 500 Value ETF

ETFs
124
+ 2.54%
$194.44 - $206.51 $24.1K - $25.6K
5.01K $1.04M
MA
Mastercard Inc

Financial Services
92
+ 2.53%
$550.18 - $598.96 $50.6K - $55.1K
3.72K $2.12M
CAT
Caterpillar Inc

Industrials
4
+ 0.48%
$390.92 - $477.15 $1.56K - $1.91K
839 $400K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.74%
$617.65 - $666.84 $6.18K - $6.67K
1.36K $902K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.6K
+ 15.12%
$37.14 - $37.85 $59.5K - $60.6K
12.2K $460K
PFFV
Global X Variable Rate Preferr

Technology
2.36K
+ 10.92%
$22.87 - $23.38 $54K - $55.2K
24K $554K
DELL
Dell Technologies Inc.

Technology
22
+ 0.73%
$120.96 - $141.77 $2.66K - $3.12K
3.03K $429K
JLL
Jones Lang Lasalle Inc

Real Estate
5
+ 0.38%
$248.95 - $319.66 $1.24K - $1.6K
1.32K $394K
GE
General Electric CO

Industrials
6
+ 0.51%
$244.75 - $305.63 $1.47K - $1.83K
1.18K $355K
HYG
Ishares Tr

ETFs
550
+ 15.76%
$79.85 - $81.32 $43.9K - $44.7K
4.04K $328K
RIG
Transocean Ltd.

Energy
12.4K
New
$2.55 - $3.64 $31.6K - $45.1K
12.4K $38K
MRK
Merck & Co., Inc.

Healthcare
73
+ 1.16%
$77.6 - $87.37 $5.66K - $6.38K
6.37K $534K
BBY
Best Buy CO Inc

Consumer Cyclical
18
+ 0.56%
$64.12 - $78.46 $1.15K - $1.41K
3.23K $244K
IEMG
Ishares Inc

ETFs
417
+ 5.44%
N/A
8.08K $433K
OEF
Ishares S&P 100 ETF

ETFs
83
+ 1.21%
N/A
6.97K $1.85M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.64%
$282.75 - $294.19 $2.83K - $2.94K
1.58K $463K
WRB
Berkley W R Corp

Financial Services
2
+ 0.04%
$67.78 - $76.62 $136 - $153
5.26K $402K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5
+ 0.18%
$76.29 - $80.63 $381 - $403
2.84K $228K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
59
+ 0.3%
$18.82 - $19.8 $1.11K - $1.17K
19.8K $385K
VNQ
Vanguard Specialized Funds Van

ETFs
75
+ 3.31%
$88.47 - $93.24 $6.64K - $6.99K
2.34K $213K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
155
+ 0.7%
$22.89 - $23.7 $3.55K - $3.67K
22.3K $524K
Activity Summary
Buys All Purchases 128 New Holdings 23 Increased Positions 105 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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