Beacon Financial Group Incresed Positions in Q3 2025

Beacon Financial Group

  • $944 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
157
+ 0.37%
$32.53 - $35.69 $5.11K - $5.6K
42.4K $1.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
76
+ 0.81%
$108.97 - $121.65 $8.28K - $9.25K
9.5K $1.15M
HSY
Hershey CO

Consumer Defensive
108
+ 2.84%
$161.95 - $193.45 $17.5K - $20.9K
3.91K $730K
SYY
Sysco Corp

Consumer Defensive
400
+ 4.02%
$76.33 - $82.51 $30.5K - $33K
10.4K $852K
LOW
Lowes Companies Inc

Consumer Cyclical
83
+ 3.2%
$215.01 - $273.02 $17.8K - $22.7K
2.68K $672K
AXP
American Express CO

Financial Services
9
+ 0.13%
$294.27 - $342.31 $2.65K - $3.08K
6.75K $2.24M
PEAK
Healthpeak Properties, Inc.

Real Estate
4.77K
+ 40.59%
N/A
16.5K $313K
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 1.25%
$546.99 - $602.2 $10.4K - $11.4K
1.55K $927K
AMD
Advanced Micro Devices Inc

Technology
40
+ 1.08%
$134.8 - $184.42 $5.39K - $7.38K
3.75K $607K
IVE
Ishares S&P 500 Value ETF

ETFs
124
+ 2.54%
$194.44 - $206.51 $24.1K - $25.6K
5.01K $1.04M
CAT
Caterpillar Inc

Industrials
4
+ 0.48%
$390.92 - $477.15 $1.56K - $1.91K
839 $400K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.74%
$617.65 - $666.84 $6.18K - $6.67K
1.36K $902K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.6K
+ 15.12%
$37.14 - $37.85 $59.5K - $60.6K
12.2K $460K
PFFV
Global X Variable Rate Preferr

Technology
2.36K
+ 10.92%
$22.87 - $23.38 $54K - $55.2K
24K $554K
DELL
Dell Technologies Inc.

Technology
22
+ 0.73%
$120.96 - $141.77 $2.66K - $3.12K
3.03K $429K
JLL
Jones Lang Lasalle Inc

Real Estate
5
+ 0.38%
$248.95 - $319.66 $1.24K - $1.6K
1.32K $394K
GE
General Electric CO

Industrials
6
+ 0.51%
$244.75 - $305.63 $1.47K - $1.83K
1.18K $355K
HYG
Ishares Tr

ETFs
550
+ 15.76%
$79.85 - $81.32 $43.9K - $44.7K
4.04K $328K
MRK
Merck & Co., Inc.

Healthcare
73
+ 1.16%
$77.6 - $87.37 $5.66K - $6.38K
6.37K $534K
BBY
Best Buy CO Inc

Consumer Cyclical
18
+ 0.56%
$64.12 - $78.46 $1.15K - $1.41K
3.23K $244K
IEMG
Ishares Inc

ETFs
417
+ 5.44%
N/A
8.08K $433K
OEF
Ishares S&P 100 ETF

ETFs
83
+ 1.21%
N/A
6.97K $1.85M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.64%
$282.75 - $294.19 $2.83K - $2.94K
1.58K $463K
WRB
Berkley W R Corp

Financial Services
2
+ 0.04%
$67.78 - $76.62 $136 - $153
5.26K $402K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5
+ 0.18%
$76.29 - $80.63 $381 - $403
2.84K $228K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
59
+ 0.3%
$18.82 - $19.8 $1.11K - $1.17K
19.8K $385K
VNQ
Vanguard Specialized Funds Van

ETFs
75
+ 3.31%
$88.47 - $93.24 $6.64K - $6.99K
2.34K $213K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
155
+ 0.7%
$22.89 - $23.7 $3.55K - $3.67K
22.3K $524K
ADSK
Autodesk, Inc.

Technology
38
+ 3.36%
N/A
1.17K $287K
MMM
3 M CO

Industrials
19
+ 1.23%
$144.41 - $160.2 $2.74K - $3.04K
1.56K $241K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
339
+ 2.21%
$7.98 - $8.29 $2.71K - $2.81K
15.7K $128K
SNOW
Snowflake Inc.

Technology
7
+ 0.41%
$191.73 - $241.0 $1.34K - $1.69K
1.7K $384K
ADBE
Adobe Inc.

Technology
73
+ 10.49%
$333.65 - $392.1 $24.4K - $28.6K
769 $271K
ABC
Amerisourcebergen Corp

Healthcare
3
+ 0.15%
N/A
2.06K $381K
ABT
Abbott Laboratories

Healthcare
139
+ 1.64%
$120.51 - $136.62 $16.8K - $19K
8.61K $1.15M
Ssga Active Tr
798
+ 9.98%
N/A
8.8K $0
Blackrock ETF Trust
137K
+ 104.98%
N/A
268K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
721
+ 14.45%
N/A
5.71K $0
Blackrock ETF Trust Ii
473
+ 8.81%
N/A
5.84K $0
Blackrock ETF Trust Ii
16.9K
+ 22.83%
N/A
91.2K $0
Ea Series Trust
1.03K
+ 3.04%
N/A
34.8K $0
Blackrock ETF Trust
21.6K
+ 11.7%
N/A
207K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6K
+ 10.93%
N/A
60.9K $0
Arista Networks Inc
31
+ 0.26%
N/A
12.2K $0
Innovator Etfs Trust
2.19K
+ 8.67%
N/A
27.4K $0
SFLR
Innovator Etfs Tr Equity Manag
20.5K
+ 21.21%
N/A
117K $0
LLY
Eli Lilly & CO

Healthcare
4
+ 0.81%
$625.65 - $812.69 $2.5K - $3.25K
498 $379K
T
At&T Inc.

Communication Services
13
+ 0.09%
$26.94 - $29.62 $350 - $385
15.2K $429K
NVO
Novo Nordisk A S

Healthcare
178
+ 4.31%
$45.38 - $71.7 $8.08K - $12.8K
4.31K $238K
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
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