Beacon Financial Group Purchases in Q2 2025

Beacon Financial Group

  • $896 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
39
+ 0.98%
$85.42 - $94.39 $3.33K - $3.68K
4.02K $377K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5
+ 0.18%
$65.1 - $75.98 $326 - $380
2.84K $215K
ADSK
Autodesk, Inc.

Technology
33
+ 3.01%
N/A
1.13K $277K
SHW
Sherwin Williams CO

Basic Materials
33
+ 5.07%
$313.51 - $363.51 $10.3K - $12K
684 $234K
WIT
Wipro LTD

Technology
2.6K
+ 24.55%
$2.7 - $3.09 $7.03K - $8.04K
13.2K $39K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
339
+ 2.26%
$7.05 - $8.02 $2.39K - $2.72K
15.3K $122K
TGT
Target Corp

Consumer Defensive
161
+ 7.53%
$88.76 - $105.77 $14.3K - $17K
2.3K $226K
Blackrock ETF Trust Ii
5.37K
New
N/A
5.37K $0
Arista Networks Inc
315
+ 2.67%
N/A
12.1K $0
Ea Series Trust
5.08K
+ 17.7%
N/A
33.8K $0
Blackrock ETF Trust
122K
+ 14.83%
N/A
944K $0
Blackrock ETF Trust
185K
New
N/A
185K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.99K
New
N/A
4.99K $0
Innovator Etfs Trust
6.34K
+ 33.5%
N/A
25.3K $0
SFLR
Innovator Etfs Tr Equity Manag
20.7K
+ 27.32%
N/A
96.5K $0
Blackrock ETF Trust Ii
7.51K
+ 11.26%
N/A
74.2K $0
Blackrock ETF Trust
15.3K
+ 34.73%
N/A
59.4K $0
Blackrock ETF Trust
131K
New
N/A
131K $0
Proshares Tr
22.1K
New
N/A
22.1K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
65
+ 0.51%
$29.0 - $30.68 $1.89K - $1.99K
12.8K $392K
Lam Research Corp
323
+ 6.5%
N/A
5.29K $0
L
Loews Corp

Financial Services
14
+ 0.08%
$80.89 - $92.09 $1.13K - $1.29K
18.4K $1.68M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
148
+ 0.75%
$18.11 - $18.97 $2.68K - $2.81K
19.8K $372K
MDT
Medtronic PLC

Healthcare
363
+ 2.55%
$80.68 - $88.86 $29.3K - $32.3K
14.6K $1.27M
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 2.92%
$285.55 - $321.23 $7.42K - $8.35K
917 $267K
HSY
Hershey CO

Consumer Defensive
49
+ 1.31%
$151.29 - $173.13 $7.41K - $8.48K
3.8K $630K
PFFV
Global X Variable Rate Preferr

Technology
3
+ 0.01%
$22.41 - $23.43 $67.2 - $70.3
21.6K $493K
BBY
Best Buy CO Inc

Consumer Cyclical
14
+ 0.44%
$56.17 - $75.73 $786 - $1.06K
3.21K $215K
CMCSA
Comcast Corp

Communication Services
1.16K
+ 2.18%
$32.84 - $36.72 $38.1K - $42.6K
54.5K $1.94M
EPD
Enterprise Products Partners L.P.

Energy
10
+ 0.1%
$28.95 - $34.22 $290 - $342
9.99K $309K
FANG
Diamondback Energy, Inc.

Energy
151
+ 6.33%
$119.25 - $161.49 $18K - $24.4K
2.54K $348K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.77K
+ 1398.97%
$87.84 - $1441.89 $595K - $9.76M
7.26K $653K
EOG
Eog Resources Inc

Energy
154
+ 2.14%
$104.61 - $129.97 $16.1K - $20K
7.36K $880K
PGR
Progressive Corp

Financial Services
28
+ 0.77%
$255.27 - $288.74 $7.15K - $8.08K
3.69K $983K
COP
Conocophillips

Energy
192
+ 1.72%
$82.66 - $106.1 $15.9K - $20.4K
11.4K $1.02M
ABBV
Abb Vie Inc.

Healthcare
140
+ 1.37%
$170.16 - $206.27 $23.8K - $28.9K
10.4K $1.93M
AON
Aon PLC

Financial Services
26
+ 0.36%
$335.85 - $398.81 $8.73K - $10.4K
7.19K $2.57M
UNH
Unitedhealth Group Inc

Healthcare
55
+ 2.12%
$274.35 - $599.47 $15.1K - $33K
2.65K $825K
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
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email