Beacon Financial Group Incresed Positions in Q3 2024

Beacon Financial Group

  • $913 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
129K
+ 252.94%
$42.76 - $45.16 $5.5M - $5.81M
180K $8.03M
ITOT
Ishares Core S&P Total U.S. St

ETFs
22.8K
+ 21.12%
$113.41 - $125.62 $2.59M - $2.87M
131K $16.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.86K
+ 5.45%
$520.18 - $576.82 $1.49M - $1.65M
55.4K $32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
31.3K
+ 15.01%
$44.24 - $49.47 $1.39M - $1.55M
240K $11.9M
VUG
Vanguard Growth ETF

ETFs
3.28K
+ 7.01%
$341.08 - $391.94 $1.12M - $1.29M
50.1K $19.2M
VTV
Vanguard Value ETF

ETFs
5.85K
+ 17.94%
$159.75 - $174.57 $934K - $1.02M
38.4K $6.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.08K
+ 13.54%
$162.64 - $179.3 $989K - $1.09M
51K $9.14M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.6K
+ 30.34%
$56.04 - $62.99 $1.15M - $1.3M
88.3K $5.4M
IYW
Ishares Dj Us Tech ETF

ETFs
5.73K
+ 15.97%
$133.16 - $158.73 $763K - $910K
41.6K $6.31M
IGRO
Ishares Tr International Divid

ETFs
5.39K
+ 9.11%
$66.7 - $75.25 $360K - $406K
64.5K $4.81M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
12.1K
+ 44.79%
$43.5 - $45.75 $526K - $553K
39.1K $1.79M
IFRA
Ishares Tr

ETFs
6K
+ 23.16%
$41.55 - $46.97 $249K - $282K
31.9K $1.5M
AON
Aon PLC

Financial Services
35
+ 0.48%
$293.16 - $351.06 $10.3K - $12.3K
7.26K $2.51M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.73K
+ 4.94%
$51.02 - $52.74 $241K - $249K
100K $5.29M
IBM
International Business Machines Corp

Technology
1.25K
+ 61.43%
$175.1 - $223.38 $219K - $279K
3.29K $726K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.31K
+ 20.33%
$42.73 - $44.94 $312K - $328K
43.3K $1.94M
HD
Home Depot, Inc.

Consumer Cyclical
157
+ 3.13%
$333.64 - $405.2 $52.4K - $63.6K
5.18K $2.1M
AXP
American Express CO

Financial Services
177
+ 2.63%
$225.92 - $271.17 $40K - $48K
6.91K $1.87M
EFV
Msci Eafe Value ETF

ETFs
4.78K
+ 56.73%
$51.72 - $57.96 $247K - $277K
13.2K $759K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.26K
+ 34.85%
$44.83 - $47.42 $236K - $249K
20.3K $958K
UNH
Unitedhealth Group Inc

Healthcare
81
+ 2.76%
$488.01 - $604.18 $39.5K - $48.9K
3.01K $1.76M
MA
Mastercard Inc

Financial Services
46
+ 1.09%
$429.6 - $500.99 $19.8K - $23K
4.27K $2.11M
GBIL
Goldman Sachs Access Treasury

ETFs
2.41K
+ 11.31%
$99.7 - $100.3 $240K - $241K
23.7K $2.37M
EMB
Ishares Tr

ETFs
1.48K
+ 9.26%
$87.75 - $93.74 $130K - $139K
17.5K $1.64M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.16K
+ 9.44%
$100.3 - $100.74 $217K - $218K
25.1K $2.53M
RTX
Raytheon Technologies Corp

Industrials
185
+ 1.98%
$99.55 - $123.34 $18.4K - $22.8K
9.54K $1.16M
VEA
Vanguard Ftse Developed Market

ETFs
28
+ 0.05%
$47.6 - $53.31 $1.33K - $1.49K
57.6K $3.04M
AVGO
Broadcom Inc.

Technology
8.7K
+ 944.41%
$136.27 - $1745.86 $1.19M - $15.2M
9.62K $1.66M
IWB
Ishares Tr Russell 1000 ETF

ETFs
90
+ 1.01%
$283.28 - $314.39 $25.5K - $28.3K
9.04K $2.84M
PGR
Progressive Corp

Financial Services
47
+ 1.31%
$209.46 - $259.24 $9.84K - $12.2K
3.63K $922K
OEF
Ishares S&P 100 ETF

ETFs
592
+ 10.99%
$266.03 - $266.03 $157K - $157K
5.98K $1.59M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.23K
+ 35.69%
$36.02 - $41.68 $116K - $135K
12.3K $506K
CAT
Caterpillar Inc

Industrials
229
+ 20.52%
$316.8 - $391.12 $72.5K - $89.6K
1.35K $526K
ANET
Arista Networks, Inc.

Technology
90
+ 2.56%
$311.42 - $388.21 $28K - $34.9K
3.6K $1.38M
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
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 6.14%
$191.76 - $263.26 $16.7K - $22.9K
1.5K $393K
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
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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