Beacon Financial Group Incresed Positions in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
99.8K
+ 843.36%
$81.83 - $82.73 $8.17M - $8.26M
112K $9.23M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
49K
+ 1046.72%
$97.25 - $104.79 $4.76M - $5.13M
53.7K $5.54M
VTV
Vanguard Value ETF

ETFs
19.8K
+ 47.18%
$167.73 - $179.21 $3.33M - $3.55M
61.9K $10.6M
IAU
Ishares Gold Trust

ETFs
33.1K
+ 109.82%
$49.74 - $58.96 $1.65M - $1.95M
63.3K $3.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45.7K
+ 60.21%
$42.5 - $46.71 $1.94M - $2.13M
122K $5.51M
BALT
Innovator Etfs Tr
57K
+ 318.44%
$31.31 - $31.89 $1.78M - $1.82M
74.8K $2.35M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
25.8K
+ 210.83%
$46.18 - $47.84 $1.19M - $1.23M
38K $1.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.26K
+ 17.06%
$168.16 - $186.21 $1.56M - $1.72M
63.5K $10.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
37.3K
+ 14.96%
$48.06 - $53.73 $1.79M - $2M
287K $13.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
36.4K
+ 17.65%
$24.5 - $24.95 $892K - $908K
243K $6.01M
AMZN
Amazon Com Inc

Consumer Cyclical
6.95K
+ 29.16%
$190.26 - $242.06 $1.32M - $1.68M
30.8K $5.85M
FNV
Franco Nevada Corp

Basic Materials
1.95K
+ 37.81%
$120.72 - $157.56 $235K - $307K
7.1K $1.12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.53K
+ 8.4%
$51.52 - $52.37 $439K - $446K
110K $5.76M
V
Visa Inc.

Financial Services
202
+ 1.68%
$306.92 - $362.71 $62K - $73.3K
12.2K $4.28M
IGM
Ishares Expanded Tech Sector E

ETFs
5.64K
+ 154.47%
$90.67 - $108.46 $511K - $611K
9.29K $843K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.72K
+ 16.84%
$196.12 - $229.48 $534K - $625K
18.9K $3.8M
OEF
Ishares S&P 100 ETF

ETFs
1.48K
+ 24.09%
N/A
7.63K $2.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.87K
+ 1.04%
$91.45 - $91.75 $262K - $263K
277K $25.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.34K
+ 85.98%
$95.85 - $99.25 $320K - $332K
7.23K $713K
AON
Aon PLC

Financial Services
10
+ 0.14%
$348.44 - $409.32 $3.48K - $4.09K
7.17K $2.86M
UL
Unilever PLC

Consumer Defensive
1.76K
+ 2.73%
$54.72 - $60.29 $96.4K - $106K
66.3K $3.95M
EMB
Ishares Tr

ETFs
2.76K
+ 13.46%
$88.64 - $92.03 $244K - $254K
23.2K $2.1M
HSY
Hershey CO

Consumer Defensive
1.58K
+ 73.0%
$144.74 - $186.36 $229K - $295K
3.75K $641K
MDT
Medtronic PLC

Healthcare
1.23K
+ 9.47%
$79.84 - $94.5 $98.4K - $117K
14.2K $1.28M
HON
Honeywell International Inc

Industrials
1.3K
+ 52.56%
$202.75 - $226.52 $263K - $293K
3.76K $795K
EFV
Msci Eafe Value ETF

ETFs
2.42K
+ 26.13%
$51.88 - $60.73 $126K - $147K
11.7K $694K
UGI
Ugi Corp

Utilities
4.89K
+ 57.94%
$28.0 - $34.16 $137K - $167K
13.3K $440K
RTX
Raytheon Technologies Corp

Industrials
319
+ 3.39%
$114.1 - $135.66 $36.4K - $43.3K
9.73K $1.29M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
8.25K
+ 82.5%
$18.17 - $22.43 $150K - $185K
18.3K $396K
MBB
Ishares Tr

ETFs
688
+ 1.12%
$90.37 - $94.08 $62.2K - $64.7K
62.1K $5.81M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.73K
+ 6.76%
$100.34 - $100.68 $174K - $175K
27.4K $2.76M
BK
Bank Of New York Mellon Corp

Financial Services
666
+ 3.91%
$75.42 - $88.95 $50.2K - $59.2K
17.7K $1.48M
PGR
Progressive Corp

Financial Services
39
+ 1.08%
$235.61 - $291.22 $9.19K - $11.4K
3.66K $1.04M
GD
General Dynamics Corp

Industrials
274
+ 3.96%
$241.94 - $272.58 $66.3K - $74.7K
7.19K $1.96M
TFLO
Ishares Treasury Floating Rate

ETFs
900
+ 0.22%
$50.48 - $50.68 $45.4K - $45.6K
404K $20.5M
SNY
Sanofi

Healthcare
222
+ 1.57%
$48.15 - $59.42 $10.7K - $13.2K
14.4K $798K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.77K
+ 12.95%
$20.1 - $20.8 $95.8K - $99.2K
41.6K $862K
IWB
Ishares Tr Russell 1000 ETF

ETFs
838
+ 9.92%
$302.31 - $337.54 $253K - $283K
9.28K $2.83M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.04K
+ 15.92%
$37.07 - $40.63 $75.6K - $82.9K
14.9K $585K
T
At&T Inc.

Communication Services
417
+ 2.86%
$21.56 - $28.28 $8.99K - $11.8K
15K $423K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.91K
+ 7.46%
$24.79 - $25.26 $72.1K - $73.5K
41.9K $1.06M
SO
Southern CO

Utilities
55
+ 0.68%
$80.96 - $92.96 $4.45K - $5.11K
8.16K $750K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.55K
+ 3.34%
$19.42 - $19.54 $69K - $69.4K
110K $2.14M
IBDV
Ishares Tr

Technology
2.52K
+ 5.5%
$21.11 - $21.73 $53.3K - $54.8K
48.4K $1.05M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4K
+ 25.57%
$19.04 - $20.15 $76.1K - $80.6K
19.6K $375K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.43K
+ 10.61%
$24.21 - $25.09 $58.9K - $61K
25.4K $632K
PHYS
Sprott Physical Gold Trust

Financial Services
81
+ 0.44%
$20.25 - $24.06 $1.64K - $1.95K
18.3K $436K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.58K
+ 17.59%
$92.45 - $106.69 $146K - $169K
10.6K $980K
DE
Deere & CO

Industrials
19
+ 1.55%
$408.57 - $509.27 $7.76K - $9.68K
1.24K $583K
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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