Beacon Financial Group Incresed Positions in Q2 2025

Beacon Financial Group

  • $896 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
105K
+ 86.62%
$39.89 - $49.46 $4.2M - $5.21M
227K $11.2M
NVDA
Nvidia Corp

Technology
4.38K
+ 5.05%
$94.31 - $157.99 $413K - $691K
91.1K $14.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
54.3K
+ 28.18%
$30.53 - $40.65 $1.66M - $2.21M
247K $10M
VTV
Vanguard Value ETF

ETFs
15.6K
+ 25.23%
$153.67 - $176.74 $2.4M - $2.76M
77.5K $13.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.8K
+ 8.66%
$43.53 - $54.46 $1.08M - $1.35M
311K $17M
MGC
Vanguard Mega Cap ETF

ETFs
10.9K
+ 63.52%
$179.23 - $224.92 $1.96M - $2.46M
28.1K $6.33M
MSFT
Microsoft Corp

Technology
364
+ 1.85%
$354.56 - $497.45 $129K - $181K
20.1K $9.98M
FNDF
Schwab Fundamental Intl Large

ETFs
47.7K
+ 112.59%
$32.25 - $40.02 $1.54M - $1.91M
90.1K $3.61M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.05K
+ 7.96%
$152.42 - $182.82 $770K - $924K
68.6K $12.5M
META
Meta Platforms, Inc.

Communication Services
450
+ 7.17%
$484.66 - $738.09 $218K - $332K
6.73K $4.96M
AMZN
Amazon Com Inc

Consumer Cyclical
1.69K
+ 5.5%
$167.32 - $223.3 $283K - $378K
32.5K $7.12M
BALT
Innovator Etfs Tr
34.9K
+ 46.61%
$30.33 - $32.1 $1.06M - $1.12M
110K $3.52M
VTI
Vanguard Total Stock Market Et

ETFs
118
+ 0.36%
$243.75 - $303.93 $28.8K - $35.9K
32.5K $9.89M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.11K
+ 5.87%
$180.84 - $240.32 $201K - $267K
20K $4.81M
GOOGL
Alphabet Inc.

Communication Services
967
+ 5.26%
$144.7 - $178.6 $140K - $173K
19.4K $3.41M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.12K
+ 11.39%
$97.29 - $105.63 $595K - $646K
59.8K $6.08M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.3K
+ 24.85%
$19.44 - $19.56 $530K - $534K
137K $2.68M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.7K
+ 45.5%
$19.49 - $19.66 $462K - $466K
75.8K $1.49M
XLF
Financial Sector Spdr

ETFs
5.91K
+ 13.79%
$43.92 - $52.37 $260K - $310K
48.8K $2.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
106
+ 1.53%
$141.37 - $228.57 $15K - $24.2K
7.03K $1.59M
GOOG
Alphabet Inc.

Communication Services
946
+ 7.63%
$146.58 - $180.01 $139K - $170K
13.3K $2.37M
MBB
Ishares Tr

ETFs
4.38K
+ 7.05%
$91.41 - $94.22 $400K - $412K
66.4K $6.24M
TSLA
Tesla, Inc.

Consumer Cyclical
937
+ 43.12%
$221.86 - $362.89 $208K - $340K
3.11K $987K
NFLX
Netflix Inc

Communication Services
53
+ 6.26%
$855.86 - $1339.13 $45.4K - $71K
900 $1.21M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.9K
+ 33.17%
$24.94 - $25.42 $347K - $354K
55.8K $1.42M
PLTR
Palantir Technologies Inc.

Technology
1.27K
+ 37.68%
$74.01 - $144.25 $93.7K - $183K
4.63K $630K
EMB
Ishares Tr

ETFs
2.6K
+ 11.2%
$86.54 - $92.62 $225K - $241K
25.8K $2.39M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 7.38%
$33.86 - $45.77 $64.3K - $87K
27.7K $1.27M
SYY
Sysco Corp

Consumer Defensive
3.55K
+ 55.52%
$68.0 - $75.91 $242K - $270K
9.96K $753K
QQQ
Invesco Qqq Trust, Series 1

ETFs
307
+ 25.18%
$416.06 - $551.64 $128K - $169K
1.53K $841K
IAU
Ishares Gold Trust

ETFs
426
+ 0.67%
$56.1 - $64.74 $23.9K - $27.6K
63.7K $3.97M
EFV
Msci Eafe Value ETF

ETFs
2.94K
+ 25.15%
$52.4 - $64.65 $154K - $190K
14.6K $928K
GD
General Dynamics Corp

Industrials
309
+ 4.3%
$247.68 - $291.66 $76.5K - $90.1K
7.5K $2.19M
GNMA
Ishares Gnma Bond ETF

ETFs
5.01K
+ 51.77%
$42.91 - $44.21 $215K - $221K
14.7K $645K
AMD
Advanced Micro Devices Inc

Technology
715
+ 23.84%
$78.21 - $143.81 $55.9K - $103K
3.71K $527K
UL
Unilever PLC

Consumer Defensive
1.73K
+ 2.61%
$57.9 - $65.43 $100K - $113K
68.1K $4.16M
IBDV
Ishares Tr

Technology
8.57K
+ 17.72%
$21.28 - $21.98 $182K - $188K
57K $1.25M
ROP
Roper Technologies Inc

Industrials
366
+ 107.02%
$519.19 - $590.78 $190K - $216K
708 $401K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.97K
+ 17.9%
$22.7 - $23.33 $181K - $186K
52.5K $1.22M
APP
App Lovin Corp

Technology
61
+ 2.99%
$219.37 - $417.89 $13.4K - $25.5K
2.1K $736K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.73K
+ 15.44%
$23.96 - $24.27 $185K - $188K
57.8K $1.4M
V
Visa Inc.

Financial Services
341
+ 2.79%
$308.27 - $373.31 $105K - $127K
12.6K $4.46M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.9K
+ 70.5%
$83.97 - $92.85 $160K - $177K
4.6K $405K
SNOW
Snowflake Inc.

Technology
200
+ 13.37%
$130.53 - $223.77 $26.1K - $44.8K
1.7K $379K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.92K
+ 21.88%
$40.94 - $52.1 $78.4K - $99.8K
10.7K $555K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.28K
+ 15.09%
$20.23 - $21.04 $127K - $132K
47.9K $1.01M
GS
Goldman Sachs Group Inc

Financial Services
79
+ 16.36%
$462.22 - $707.75 $36.5K - $55.9K
562 $397K
IEMG
Ishares Inc

ETFs
2.51K
+ 48.57%
N/A
7.66K $410K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.93K
+ 19.43%
$24.31 - $25.29 $120K - $125K
30.3K $765K
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
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