Beacon Financial Group Incresed Positions in Q3 2025

Beacon Financial Group

  • $944 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
28.7K
+ 102.14%
$224.2 - $245.55 $6.44M - $7.06M
56.9K $13.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
93.4K
+ 30.0%
$54.35 - $59.32 $5.08M - $5.54M
405K $24M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
59.6K
+ 26.27%
$49.43 - $54.52 $2.94M - $3.25M
286K $15.5M
VUG
Vanguard Growth ETF

ETFs
2.99K
+ 5.81%
$433.97 - $484.08 $1.3M - $1.45M
54.4K $26.1M
IAU
Ishares Gold Trust

ETFs
35.6K
+ 55.89%
$61.62 - $72.77 $2.19M - $2.59M
99.4K $7.23M
TFLO
Ishares Treasury Floating Rate

ETFs
63.2K
+ 17.12%
$50.45 - $50.65 $3.19M - $3.2M
433K $21.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
53.5K
+ 21.64%
$40.2 - $44.58 $2.15M - $2.38M
301K $13.2M
VTV
Vanguard Value ETF

ETFs
10.5K
+ 13.6%
$175.51 - $186.57 $1.85M - $1.97M
88K $16.4M
AAPL
Apple Inc.

Technology
1.45K
+ 3.3%
$202.38 - $256.87 $294K - $373K
45.5K $11.6M
ORCL
Oracle Corp

Technology
273
+ 1.08%
$218.96 - $328.33 $59.8K - $89.6K
25.5K $7.17M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 5.28%
$174.36 - $254.72 $178K - $260K
20.4K $4.96M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.4K
+ 22.49%
$98.52 - $103.93 $1.32M - $1.4M
73.2K $7.54M
MBB
Ishares Tr

ETFs
13.1K
+ 19.76%
$92.46 - $95.73 $1.21M - $1.26M
79.6K $7.57M
MSFT
Microsoft Corp

Technology
996
+ 4.96%
$491.09 - $535.64 $489K - $533K
21.1K $10.9M
GOOG
Alphabet Inc.

Communication Services
174
+ 1.3%
$175.16 - $255.24 $30.5K - $44.4K
13.5K $3.29M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.2K
+ 11.01%
$236.25 - $257.69 $520K - $568K
22.2K $5.7M
AVGO
Broadcom Inc.

Technology
450
+ 4.17%
$264.74 - $369.57 $119K - $166K
11.2K $3.71M
TSLA
Tesla, Inc.

Consumer Cyclical
750
+ 24.12%
$293.94 - $444.72 $220K - $334K
3.86K $1.72M
OKE
Oneok Inc

Energy
11.6K
+ 68.71%
$71.36 - $83.47 $830K - $971K
28.6K $2.08M
FVD
First Tr Value Line Divid Inde

ETFs
1.2K
+ 0.29%
$44.73 - $46.86 $53.7K - $56.3K
416K $19.2M
EMB
Ishares Tr

ETFs
5.22K
+ 20.2%
$91.52 - $95.59 $477K - $499K
31K $2.96M
ABBV
Abb Vie Inc.

Healthcare
127
+ 1.22%
$184.85 - $231.54 $23.5K - $29.4K
10.5K $2.43M
BNDX
Vanguard Total International B

ETFs
9.43K
+ 9.94%
$49.0 - $49.51 $462K - $467K
104K $5.16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
288
+ 4.1%
$224.68 - $282.71 $64.7K - $81.4K
7.32K $2.04M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.2K
+ 32.05%
N/A
70.8K $1.68M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
13.2K
+ 43.71%
$24.97 - $25.78 $331K - $341K
43.5K $1.11M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.4K
+ 27.49%
$23.13 - $23.54 $334K - $340K
66.9K $1.57M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.3K
+ 22.76%
$19.61 - $19.79 $338K - $341K
93.1K $1.83M
HD
Home Depot, Inc.

Consumer Cyclical
351
+ 6.75%
$357.4 - $423.42 $125K - $149K
5.55K $2.25M
BALT
Innovator Etfs Tr
7.97K
+ 7.26%
$32.11 - $32.82 $256K - $262K
118K $3.86M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.6K
+ 32.61%
$20.77 - $21.32 $324K - $333K
63.5K $1.35M
IBDV
Ishares Tr

Technology
14.8K
+ 25.99%
$21.75 - $22.22 $322K - $329K
71.8K $1.59M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.9K
+ 23.1%
$25.24 - $25.56 $326K - $330K
68.7K $1.75M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.5K
+ 23.35%
$24.14 - $24.34 $326K - $329K
71.3K $1.74M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.28K
+ 40.09%
$51.78 - $57.89 $221K - $248K
14.9K $859K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
430
+ 0.94%
$72.65 - $78.68 $31.2K - $33.8K
46.4K $3.63M
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 4.02%
$211.65 - $238.24 $276K - $311K
33.8K $7.41M
PLTR
Palantir Technologies Inc.

Technology
126
+ 2.72%
$130.68 - $186.97 $16.5K - $23.6K
4.75K $866K
RTX
Raytheon Technologies Corp

Industrials
170
+ 1.87%
$144.19 - $167.33 $24.5K - $28.4K
9.28K $1.55M
BAC
Bank Of America Corp

Financial Services
36
+ 0.07%
$44.92 - $52.42 $1.62K - $1.89K
49.5K $2.55M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.92K
+ 7.23%
$19.49 - $19.61 $193K - $194K
147K $2.88M
PEP
Pepsico Inc

Consumer Defensive
502
+ 4.38%
$133.81 - $152.16 $67.2K - $76.4K
12K $1.68M
VEA
Vanguard Ftse Developed Market

ETFs
120
+ 0.22%
$56.02 - $60.3 $6.72K - $7.24K
53.9K $3.23M
PFG
Principal Financial Group Inc

Financial Services
1.71K
+ 65.31%
$75.53 - $82.95 $129K - $142K
4.33K $359K
SCHW
Schwab Charles Corp

Financial Services
106
+ 0.33%
$91.03 - $98.69 $9.65K - $10.5K
32.3K $3.09M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
66
+ 0.91%
$89.32 - $107.82 $5.9K - $7.12K
7.32K $789K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.33K
+ 4.69%
$100.37 - $100.74 $134K - $134K
29.7K $3M
IQV
Iqvia Holdings Inc.

Healthcare
175
+ 5.64%
$157.68 - $200.82 $27.6K - $35.1K
3.28K $622K
META
Meta Platforms, Inc.

Communication Services
213
+ 3.17%
$695.21 - $791.73 $148K - $169K
6.94K $5.1M
Activity Summary
Buys All Purchases 128 New Holdings 23 Increased Positions 105 Sells All Sells 193 Reductions 193 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