Beacon Financial Group Purchases in Q2 2025

Beacon Financial Group

  • $896 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
366
+ 107.02%
$519.19 - $590.78 $190K - $216K
708 $401K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.97K
+ 17.9%
$22.7 - $23.33 $181K - $186K
52.5K $1.22M
APP
App Lovin Corp

Technology
61
+ 2.99%
$219.37 - $417.89 $13.4K - $25.5K
2.1K $736K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.73K
+ 15.44%
$23.96 - $24.27 $185K - $188K
57.8K $1.4M
V
Visa Inc.

Financial Services
341
+ 2.79%
$308.27 - $373.31 $105K - $127K
12.6K $4.46M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.9K
+ 70.5%
$83.97 - $92.85 $160K - $177K
4.6K $405K
SNOW
Snowflake Inc.

Technology
200
+ 13.37%
$130.53 - $223.77 $26.1K - $44.8K
1.7K $379K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.92K
+ 21.88%
$40.94 - $52.1 $78.4K - $99.8K
10.7K $555K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.28K
+ 15.09%
$20.23 - $21.04 $127K - $132K
47.9K $1.01M
GS
Goldman Sachs Group Inc

Financial Services
79
+ 16.36%
$462.22 - $707.75 $36.5K - $55.9K
562 $397K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.93K
+ 19.43%
$24.31 - $25.29 $120K - $125K
30.3K $765K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.14K
+ 2.76%
$26.69 - $33.44 $30.3K - $38K
42.2K $1.39M
VO
Vanguard Mid Cap ETF

ETFs
49
+ 0.97%
$228.54 - $279.83 $11.2K - $13.7K
5.09K $1.42M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.14K
+ 10.6%
N/A
53.6K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
87
+ 10.64%
$908.13 - $1056.85 $79K - $91.9K
905 $895K
SAP
Sap Se

Technology
288
+ 35.64%
$237.53 - $309.8 $68.4K - $89.2K
1.1K $333K
AMAT
Applied Materials Inc

Technology
284
+ 17.1%
$126.95 - $183.52 $36.1K - $52.1K
1.95K $356K
KLAC
Kla Corp

Technology
14
+ 2.99%
$576.53 - $902.94 $8.07K - $12.6K
483 $432K
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 3.86%
$496.48 - $617.85 $24.8K - $30.9K
1.35K $831K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.3K
+ 8.75%
$34.72 - $42.74 $45.1K - $55.6K
16.2K $690K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.03K
+ 3.77%
$100.35 - $100.71 $103K - $104K
28.4K $2.86M
MA
Mastercard Inc

Financial Services
93
+ 2.63%
$479.92 - $590.74 $44.6K - $54.9K
3.63K $2.04M
HON
Honeywell International Inc

Industrials
83
+ 2.21%
$182.86 - $232.88 $15.2K - $19.3K
3.84K $894K
NVTS
Navitas Semiconductor Corp

Technology
13.1K
New
$1.61 - $8.09 $21.2K - $106K
13.1K $86K
NVO
Novo Nordisk A S

Healthcare
1.25K
+ 43.17%
$58.08 - $81.05 $72.3K - $101K
4.13K $284K
GE
General Electric CO

Industrials
80
+ 7.3%
$166.81 - $257.39 $13.3K - $20.6K
1.18K $302K
EMGF
Ishares Msci Emerging Markets

ETFs
451
+ 4.22%
$41.37 - $52.07 $18.7K - $23.5K
11.1K $580K
DE
Deere & CO

Industrials
50
+ 4.02%
$412.99 - $531.48 $20.6K - $26.6K
1.29K $657K
ISRG
Intuitive Surgical Inc

Healthcare
38
+ 3.58%
$451.58 - $565.94 $17.2K - $21.5K
1.1K $597K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.03%
$22.27 - $29.21 $89.1 - $117
14.8K $431K
CAH
Cardinal Health Inc

Healthcare
107
+ 7.29%
$125.0 - $168.0 $13.4K - $18K
1.57K $264K
CGDV
Capital Group Divid Value ETF

ETFs
692
+ 9.16%
$31.93 - $39.49 $22.1K - $27.3K
8.25K $325K
FNV
Franco Nevada Corp

Basic Materials
72
+ 1.01%
$143.04 - $178.17 $10.3K - $12.8K
7.17K $1.18M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.09%
$422.19 - $533.73 $422 - $534
1.08K $578K
HDV
Ishares Core High Dividend ETF

ETFs
460
+ 24.17%
$108.41 - $120.51 $49.9K - $55.4K
2.36K $276K
CGUS
Capital Group Core Equity ETF
3
+ 0.03%
$29.93 - $36.93 $89.8 - $111
8.98K $331K
MUB
Ishares National Muni Bond ETF

ETFs
348
+ 7.03%
$102.31 - $105.8 $35.6K - $36.8K
5.3K $553K
DHR
Danaher Corp

Healthcare
190
+ 17.5%
$174.64 - $205.16 $33.2K - $39K
1.28K $252K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 0.21%
$233.83 - $276.34 $3.27K - $3.87K
6.8K $1.82M
CME
Cme Group Inc.

Financial Services
36
+ 2.73%
$252.37 - $290.71 $9.09K - $10.5K
1.36K $373K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
182
+ 2.52%
$96.84 - $99.46 $17.6K - $18.1K
7.41K $734K
FISV
Fiserv Inc

Technology
152
+ 3.12%
N/A
5.02K $628K
HYG
Ishares Tr

ETFs
162
+ 4.87%
$75.75 - $80.65 $12.3K - $13.1K
3.49K $281K
LLY
Eli Lilly & CO

Healthcare
48
+ 10.76%
$713.71 - $898.95 $34.3K - $43.1K
494 $385K
T
At&T Inc.

Communication Services
222
+ 1.48%
$26.33 - $28.94 $5.85K - $6.42K
15.2K $439K
ABC
Amerisourcebergen Corp

Healthcare
85
+ 4.31%
N/A
2.06K $380K
MMM
3 M CO

Industrials
41
+ 2.74%
$126.09 - $154.15 $5.17K - $6.32K
1.54K $234K
HD
Home Depot, Inc.

Consumer Cyclical
36
+ 0.7%
$335.24 - $380.78 $12.1K - $13.7K
5.2K $1.91M
WRB
Berkley W R Corp

Financial Services
3
+ 0.06%
$64.28 - $75.17 $193 - $226
5.25K $385K
Activity Summary
Buys All Purchases 139 New Holdings 19 Increased Positions 120 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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