Beacon Financial Group Purchases in Q3 2024

Beacon Financial Group

  • $913 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNY
Sanofi

Healthcare
188
+ 1.24%
$48.54 - $58.53 $9.13K - $11K
15.3K $882K
AMZN
Amazon Com Inc

Consumer Cyclical
1.64K
+ 7.21%
$161.02 - $200.0 $263K - $327K
24.3K $4.53M
CGUS
Capital Group Core Equity ETF
3.58K
+ 43.18%
$31.19 - $34.33 $112K - $123K
11.9K $406K
ISRG
Intuitive Surgical Inc

Healthcare
189
+ 19.57%
$416.14 - $494.01 $78.7K - $93.4K
1.16K $567K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.27K
+ 3.2%
$23.66 - $26.53 $30.1K - $33.7K
41K $1.07M
OMC
Omnicom Group Inc.

Communication Services
36
+ 0.38%
$87.69 - $103.9 $3.16K - $3.74K
9.41K $972K
ABT
Abbott Laboratories

Healthcare
341
+ 3.74%
$100.07 - $118.13 $34.1K - $40.3K
9.47K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
752
+ 11.5%
$147.95 - $191.05 $111K - $144K
7.29K $1.27M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.07K
+ 12.75%
$84.77 - $97.13 $90.3K - $103K
9.42K $901K
IEV
Ishares Tr Europe ETF

ETFs
1.3K
+ 8.79%
$53.25 - $58.78 $69.1K - $76.3K
16.1K $935K
LLY
Eli Lilly & CO

Healthcare
137
+ 13.89%
$772.14 - $960.02 $106K - $132K
1.12K $994K
IQV
Iqvia Holdings Inc.

Healthcare
21
+ 0.56%
$206.81 - $251.55 $4.34K - $5.28K
3.79K $897K
AVUS
American Centy ETF Tr Avantis

ETFs
21
+ 0.11%
$86.27 - $95.15 $1.81K - $2K
19.3K $1.83M
PG
Procter & Gamble CO

Consumer Defensive
131
+ 1.46%
$160.76 - $177.82 $21.1K - $23.3K
9.08K $1.57M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 0.94%
$3305.62 - $4268.05 $9.92K - $12.8K
323 $1.36M
IGM
Ishares Expanded Tech Sector E

ETFs
915
+ 32.81%
$84.03 - $98.62 $76.9K - $90.2K
3.7K $355K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.12K
+ 30.27%
$38.45 - $40.05 $81.6K - $85K
9.13K $365K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
38
+ 0.09%
$26.43 - $29.86 $1K - $1.13K
40.4K $1.19M
NVDA
Nvidia Corp

Technology
2.17K
+ 2.55%
$98.91 - $134.91 $215K - $293K
87.3K $10.6M
DE
Deere & CO

Industrials
82
+ 7.16%
$344.84 - $418.0 $28.3K - $34.3K
1.23K $512K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
1.53K
+ 10.52%
$32.44 - $36.11 $49.6K - $55.2K
16.1K $579K
SJNK
Spdr Bloomberg Short Term High

ETFs
2.22K
+ 8.16%
$24.8 - $25.75 $55.1K - $57.2K
29.5K $759K
KLAC
Kla Corp

Technology
121
+ 32.7%
$696.17 - $892.35 $84.2K - $108K
491 $380K
LRCX
Lam Research Corp

Technology
193
+ 56.76%
$731.56 - $1127.3 $141K - $218K
533 $434K
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 13.31%
$434.77 - $502.96 $56.5K - $65.4K
1.11K $540K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
441
+ 3.88%
$48.51 - $52.86 $21.4K - $23.3K
11.8K $623K
NFLX
Netflix Inc

Communication Services
58
+ 7.13%
$598.55 - $722.26 $34.7K - $41.9K
872 $618K
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 5.28%
$801.83 - $917.05 $34.5K - $39.4K
858 $760K
BBY
Best Buy CO Inc

Consumer Cyclical
12
+ 0.38%
$80.23 - $103.29 $963 - $1.24K
3.19K $329K
TGT
Target Corp

Consumer Defensive
285
+ 14.62%
$133.47 - $159.25 $38K - $45.4K
2.23K $348K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 0.9%
$1015.62 - $1159.62 $5.08K - $5.8K
558 $642K
WPP
Wpp PLC

Communication Services
341
+ 4.5%
$43.23 - $52.12 $14.7K - $17.8K
7.91K $404K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
294
+ 7.3%
$83.76 - $91.82 $24.6K - $27K
4.32K $394K
PANW
Palo Alto Networks Inc

Technology
158
+ 22.6%
$294.18 - $368.01 $46.5K - $58.1K
857 $292K
AFL
Aflac Inc

Financial Services
9
+ 0.37%
$88.52 - $111.8 $797 - $1.01K
2.44K $272K
T
At&T Inc.

Communication Services
291
+ 1.86%
$18.21 - $22.28 $5.3K - $6.48K
15.9K $350K
DHR
Danaher Corp

Healthcare
81
+ 7.63%
$239.25 - $280.76 $19.4K - $22.7K
1.14K $317K
CI
Cigna Corp

Healthcare
42
+ 1.82%
$319.12 - $367.1 $13.4K - $15.4K
2.35K $813K
MDLZ
Mondelez International, Inc.

Consumer Defensive
250
+ 7.37%
$64.35 - $75.71 $16.1K - $18.9K
3.64K $268K
SYY
Sysco Corp

Consumer Defensive
31
+ 0.49%
$69.16 - $78.98 $2.14K - $2.45K
6.38K $498K
EMGF
Ishares Msci Emerging Markets

ETFs
164
+ 1.51%
$44.02 - $50.58 $7.22K - $8.3K
11K $549K
PFF
Ishares Trust Ishares Pfd And

ETFs
158
+ 0.77%
$31.18 - $33.5 $4.93K - $5.29K
20.7K $686K
UNM
Unum Group

Financial Services
9
+ 0.21%
$49.81 - $59.44 $448 - $535
4.33K $257K
ADBE
Adobe Inc.

Technology
116
+ 15.76%
$508.13 - $586.55 $58.9K - $68K
852 $441K
NVO
Novo Nordisk A S

Healthcare
646
+ 34.62%
$119.07 - $145.42 $76.9K - $93.9K
2.51K $299K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
95
+ 1.97%
$96.25 - $101.98 $9.14K - $9.69K
4.92K $498K
AMD
Advanced Micro Devices Inc

Technology
157
+ 6.7%
$128.67 - $183.96 $20.2K - $28.9K
2.5K $410K
MUB
Ishares National Muni Bond ETF

ETFs
171
+ 4.62%
$106.13 - $108.7 $18.1K - $18.6K
3.87K $420K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
241
+ 1.59%
$19.48 - $20.97 $4.69K - $5.05K
15.4K $320K
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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