Beacon Financial Group Purchases in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5
+ 0.18%
$71.9 - $77.57 $360 - $388
2.83K $207K
ASML
Asml Holding Nv

Technology
15
+ 3.77%
$662.63 - $776.99 $9.94K - $11.7K
413 $273K
SCHX
Schwab Strategic Tr Us Large C

ETFs
400
+ 4.22%
$21.75 - $24.28 $8.7K - $9.71K
9.88K $216K
SYY
Sysco Corp

Consumer Defensive
50
+ 0.79%
$70.0 - $77.13 $3.5K - $3.86K
6.4K $480K
AMAT
Applied Materials Inc

Technology
145
+ 9.56%
$145.06 - $195.51 $21K - $28.3K
1.66K $241K
PANW
Palo Alto Networks Inc

Technology
76
+ 4.45%
$167.82 - $208.28 $12.8K - $15.8K
1.78K $304K
JLL
Jones Lang Lasalle Inc

Real Estate
4
+ 0.3%
$238.0 - $284.76 $952 - $1.14K
1.34K $330K
GS
Goldman Sachs Group Inc

Financial Services
11
+ 2.33%
$524.81 - $672.19 $5.77K - $7.39K
483 $263K
USXF
Ishares Esg Advanced Msci Usa

Technology
8
+ 0.13%
$46.38 - $52.65 $371 - $421
6.33K $294K
CAT
Caterpillar Inc

Industrials
51
+ 4.14%
$326.75 - $407.63 $16.7K - $20.8K
1.28K $423K
IGV
Ishares Expanded Tech Software

ETFs
33
+ 1.19%
$88.3 - $107.83 $2.91K - $3.56K
2.81K $252K
WMT
Walmart Inc.

Consumer Defensive
910
+ 2.13%
$84.5 - $105.05 $76.9K - $95.6K
43.7K $3.83M
NVO
Novo Nordisk A S

Healthcare
177
+ 6.54%
$69.3 - $90.95 $12.3K - $16.1K
2.88K $200K
SCHG
Schwab Strategic Tr Us Large C

ETFs
350
+ 2.43%
$24.91 - $29.02 $8.72K - $10.2K
14.8K $369K
BBY
Best Buy CO Inc

Consumer Cyclical
6
+ 0.19%
$70.3 - $91.1 $422 - $547
3.2K $235K
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$206.38 - $242.18 $206 - $242
1.69K $348K
TGT
Target Corp

Consumer Defensive
87
+ 4.24%
$103.65 - $142.5 $9.02K - $12.4K
2.14K $223K
ADI
Analog Devices Inc

Technology
100
+ 1.3%
$201.56 - $243.82 $20.2K - $24.4K
7.8K $1.57M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.54K
+ 1.15%
$38.92 - $41.1 $59.9K - $63.3K
135K $5.3M
CRM
Salesforce, Inc.

Technology
6
+ 0.39%
$268.36 - $359.95 $1.61K - $2.16K
1.53K $409K
WPP
Wpp PLC

Communication Services
154
+ 1.91%
$37.96 - $51.07 $5.85K - $7.86K
8.21K $311K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.6%
$347.25 - $424.87 $10.8K - $13.2K
5.16K $1.89M
TSLA
Tesla, Inc.

Consumer Cyclical
480
+ 28.35%
$222.15 - $428.22 $107K - $206K
2.17K $563K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
301
+ 0.6%
$64.88 - $72.1 $19.5K - $21.7K
50.7K $3.31M
IYW
Ishares Dj Us Tech ETF

ETFs
3.01K
+ 7.03%
$140.44 - $166.79 $422K - $502K
45.8K $6.44M
GOOGL
Alphabet Inc.

Communication Services
1.13K
+ 6.54%
$154.33 - $206.19 $174K - $233K
18.4K $2.84M
AVGO
Broadcom Inc.

Technology
445
+ 4.78%
$167.43 - $244.7 $74.5K - $109K
9.75K $1.63M
AAPL
Apple Inc.

Technology
1.28K
+ 2.97%
$209.68 - $247.1 $268K - $316K
44.4K $9.85M
VUG
Vanguard Growth ETF

ETFs
2.4K
+ 4.75%
$369.1 - $427.61 $885K - $1.02M
52.8K $19.6M
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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