Beacon Financial Group Incresed Positions in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
568
+ 38.53%
$238.08 - $510.13 $135K - $290K
2.04K $541K
CME
Cme Group Inc.

Financial Services
61
+ 4.85%
$225.82 - $266.54 $13.8K - $16.3K
1.32K $349K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.67K
+ 3.89%
$22.61 - $23.14 $37.6K - $38.5K
44.5K $1.03M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.08K
+ 1.52%
$20.64 - $20.73 $42.9K - $43.1K
139K $2.88M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.43K
+ 2.93%
$23.9 - $24.18 $34.1K - $34.5K
50.1K $1.21M
PG
Procter & Gamble CO

Consumer Defensive
94
+ 1.01%
$158.56 - $176.26 $14.9K - $16.6K
9.4K $1.6M
KLAC
Kla Corp

Technology
25
+ 5.63%
$636.62 - $777.63 $15.9K - $19.4K
469 $318K
LLY
Eli Lilly & CO

Healthcare
18
+ 4.21%
$725.72 - $929.72 $13.1K - $16.7K
446 $368K
ADP
Automatic Data Processing Inc

Industrials
18
+ 0.75%
$286.85 - $318.64 $5.16K - $5.74K
2.43K $743K
NFLX
Netflix Inc

Communication Services
1
+ 0.12%
$828.4 - $1058.6 $828 - $1.06K
847 $789K
AFL
Aflac Inc

Financial Services
37
+ 1.52%
$100.99 - $111.19 $3.74K - $4.11K
2.48K $275K
MKL
Markel Corp

Financial Services
1
+ 0.74%
$1660.14 - $2059.83 $1.66K - $2.06K
136 $254K
CGDV
Capital Group Divid Value ETF

ETFs
247
+ 3.38%
$34.95 - $37.36 $8.63K - $9.23K
7.56K $268K
AMD
Advanced Micro Devices Inc

Technology
522
+ 21.07%
$96.63 - $129.55 $50.4K - $67.6K
3K $308K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.62%
$330.16 - $365.55 $1.32K - $1.46K
651 $227K
META
Meta Platforms, Inc.

Communication Services
148
+ 2.42%
$576.36 - $736.67 $85.3K - $109K
6.28K $3.62M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
170
+ 0.35%
N/A
48.4K $1.15M
BA
Boeing CO

Industrials
63
+ 5.05%
$148.15 - $186.25 $9.33K - $11.7K
1.31K $223K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
217
+ 1.47%
$7.89 - $8.07 $1.71K - $1.75K
15K $118K
IVE
Ishares S&P 500 Value ETF

ETFs
66
+ 1.26%
$185.78 - $198.58 $12.3K - $13.1K
5.31K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 9.03%
$468.34 - $539.52 $47.3K - $54.5K
1.22K $571K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.56K
+ 13.54%
N/A
55K $0
Ge Healthcare Technologies I
735
+ 12.5%
N/A
6.61K $0
Ea Series Trust
4.23K
+ 17.27%
N/A
28.7K $0
Blackrock ETF Trust Ii
13.3K
+ 24.88%
N/A
66.7K $0
ASML
Asml Holding Nv

Technology
15
+ 3.77%
$662.63 - $776.99 $9.94K - $11.7K
413 $273K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5
+ 0.18%
$71.9 - $77.57 $360 - $388
2.83K $207K
SCHX
Schwab Strategic Tr Us Large C

ETFs
400
+ 4.22%
$21.75 - $24.28 $8.7K - $9.71K
9.88K $216K
AMAT
Applied Materials Inc

Technology
145
+ 9.56%
$145.06 - $195.51 $21K - $28.3K
1.66K $241K
SYY
Sysco Corp

Consumer Defensive
50
+ 0.79%
$70.0 - $77.13 $3.5K - $3.86K
6.4K $480K
JLL
Jones Lang Lasalle Inc

Real Estate
4
+ 0.3%
$238.0 - $284.76 $952 - $1.14K
1.34K $330K
PANW
Palo Alto Networks Inc

Technology
76
+ 4.45%
$167.82 - $208.28 $12.8K - $15.8K
1.78K $304K
GS
Goldman Sachs Group Inc

Financial Services
11
+ 2.33%
$524.81 - $672.19 $5.77K - $7.39K
483 $263K
USXF
Ishares Esg Advanced Msci Usa

Technology
8
+ 0.13%
$46.38 - $52.65 $371 - $421
6.33K $294K
CAT
Caterpillar Inc

Industrials
51
+ 4.14%
$326.75 - $407.63 $16.7K - $20.8K
1.28K $423K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.06%
$101.98 - $115.66 $204 - $231
3.21K $327K
IGV
Ishares Expanded Tech Software

ETFs
33
+ 1.19%
$88.3 - $107.83 $2.91K - $3.56K
2.81K $252K
WMT
Walmart Inc.

Consumer Defensive
910
+ 2.13%
$84.5 - $105.05 $76.9K - $95.6K
43.7K $3.83M
NVO
Novo Nordisk A S

Healthcare
177
+ 6.54%
$69.3 - $90.95 $12.3K - $16.1K
2.88K $200K
SCHG
Schwab Strategic Tr Us Large C

ETFs
350
+ 2.43%
$24.91 - $29.02 $8.72K - $10.2K
14.8K $369K
BBY
Best Buy CO Inc

Consumer Cyclical
6
+ 0.19%
$70.3 - $91.1 $422 - $547
3.2K $235K
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$206.38 - $242.18 $206 - $242
1.69K $348K
TGT
Target Corp

Consumer Defensive
87
+ 4.24%
$103.65 - $142.5 $9.02K - $12.4K
2.14K $223K
ADI
Analog Devices Inc

Technology
100
+ 1.3%
$201.56 - $243.82 $20.2K - $24.4K
7.8K $1.57M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.54K
+ 1.15%
$38.92 - $41.1 $59.9K - $63.3K
135K $5.3M
CRM
Salesforce, Inc.

Technology
6
+ 0.39%
$268.36 - $359.95 $1.61K - $2.16K
1.53K $409K
WPP
Wpp PLC

Communication Services
154
+ 1.91%
$37.96 - $51.07 $5.85K - $7.86K
8.21K $311K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.6%
$347.25 - $424.87 $10.8K - $13.2K
5.16K $1.89M
TSLA
Tesla, Inc.

Consumer Cyclical
480
+ 28.35%
$222.15 - $428.22 $107K - $206K
2.17K $563K
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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