Beacon Financial Group Sells in Q4 2024

Beacon Financial Group

  • $886 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-82.9K
- 46.17%
$42.79 - $44.9 $3.55M - $3.72M
96.7K $4.15M
CMCSA
Comcast Corp

Communication Services
-79.4K
- 57.91%
$37.39 - $45.14 $2.97M - $3.59M
57.7K $2.17M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8.45K
- 1.23%
$80.93 - $85.66 $683K - $723K
679K $54.9M
FVD
First Tr Value Line Divid Inde

ETFs
-21.8K
- 4.74%
$43.4 - $46.7 $948K - $1.02M
439K $19.1M
XOM
Exxon Mobil Corp

Energy
-1.82K
- 1.77%
$105.51 - $125.37 $192K - $228K
101K $10.9M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-12.2K
- 12.49%
$92.58 - $93.71 $1.13M - $1.15M
85.7K $7.94M
VZ
Verizon Communications Inc

Communication Services
-9K
- 5.58%
$39.6 - $45.21 $357K - $407K
152K $6.09M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-20.5K
- 8.71%
$50.73 - $51.08 $1.04M - $1.05M
215K $11M
PSX
Phillips 66

Energy
-2.76K
- 7.35%
$110.35 - $138.93 $304K - $383K
34.8K $3.96M
LAMR
Lamar Advertising CO

Real Estate
-1.86K
- 3.16%
$121.37 - $138.11 $226K - $257K
57.1K $6.95M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-27.6K
- 13.68%
$30.67 - $30.84 $846K - $851K
174K $5.35M
VIG
Vanguard Dividend Appreciation

ETFs
-4.41K
- 8.75%
N/A
46K $8.37M
O
Realty Income Corp

Real Estate
-745
- 0.99%
$51.76 - $64.71 $38.6K - $48.2K
74.6K $3.98M
AMGN
Amgen Inc

Healthcare
-187
- 1.61%
$258.78 - $328.31 $48.4K - $61.4K
11.4K $2.97M
MRK
Merck & Co., Inc.

Healthcare
-5.38K
- 34.77%
$96.31 - $114.76 $518K - $617K
10.1K $1M
KO
Coca Cola CO

Consumer Defensive
-466
- 0.65%
$61.74 - $71.71 $28.8K - $33.4K
71.7K $4.46M
TFLO
Ishares Treasury Floating Rate

ETFs
-12.3K
- 2.95%
$50.37 - $50.63 $618K - $621K
403K $20.4M
PFE
Pfizer Inc

Healthcare
-10K
- 6.0%
$24.8 - $30.19 $249K - $303K
157K $4.17M
LLY
Eli Lilly & CO

Healthcare
-695
- 61.89%
$727.2 - $932.06 $505K - $648K
428 $330K
UL
Unilever PLC

Consumer Defensive
-1.45K
- 2.2%
$56.7 - $64.64 $82.4K - $94K
64.6K $3.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-637
- 1.33%
$442.29 - $483.08 $282K - $308K
47.4K $21.5M
GPC
Genuine Parts CO

Consumer Cyclical
-232
- 0.9%
$113.11 - $143.63 $26.2K - $33.3K
25.5K $2.98M
IGRO
Ishares Tr International Divid

ETFs
-2.64K
- 4.09%
$67.76 - $74.48 $179K - $197K
61.9K $4.21M
ETN
Eaton Corp PLC

Industrials
-1.81K
- 6.32%
$326.96 - $377.52 $593K - $685K
26.9K $8.93M
QCOM
Qualcomm Inc

Technology
-110
- 0.33%
$150.4 - $178.04 $16.5K - $19.6K
32.8K $5.03M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-10.4K
- 7.71%
$50.53 - $55.55 $528K - $580K
125K $6.38M
COP
Conocophillips

Energy
-4.03K
- 16.63%
$95.12 - $114.72 $383K - $462K
20.2K $2M
JNJ
Johnson & Johnson

Healthcare
-1.04K
- 4.78%
$143.34 - $165.86 $149K - $172K
20.6K $2.98M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.39K
- 46.17%
$45.07 - $47.1 $423K - $442K
10.9K $494K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.19K
- 0.87%
$126.68 - $134.74 $278K - $295K
249K $31.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-13.3K
- 6.04%
$24.55 - $25.16 $325K - $333K
206K $5.08M
NVS
Novartis Ag

Healthcare
-219
- 1.0%
$96.78 - $117.18 $21.2K - $25.7K
21.6K $2.1M
DUK
Duke Energy Corp

Utilities
-482
- 1.02%
$105.76 - $120.76 $51K - $58.2K
46.6K $5.03M
INTC
Intel Corp

Technology
-15.4K
- 56.14%
$19.07 - $26.23 $294K - $405K
12.1K $241K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-18.1K
- 11.93%
$18.62 - $19.05 $337K - $345K
134K $2.5M
CVS
Cvs Health Corp

Healthcare
-2.77K
- 18.37%
$43.78 - $67.46 $121K - $187K
12.3K $552K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.82K
- 9.21%
$75.95 - $88.05 $138K - $160K
17.9K $1.37M
MDT
Medtronic PLC

Healthcare
-2.71K
- 17.24%
$79.61 - $92.24 $216K - $250K
13K $1.04M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-4.08K
- 7.9%
$40.41 - $45.12 $165K - $184K
47.6K $1.93M
VEA
Vanguard Ftse Developed Market

ETFs
-989
- 1.72%
$47.57 - $52.44 $47K - $51.9K
56.6K $2.71M
UNH
Unitedhealth Group Inc

Healthcare
-158
- 5.24%
$485.52 - $625.25 $76.7K - $98.8K
2.86K $1.44M
MSFT
Microsoft Corp

Technology
-318
- 1.58%
$406.35 - $454.46 $129K - $145K
19.9K $8.37M
SBUX
Starbucks Corp

Consumer Cyclical
-605
- 1.57%
$87.44 - $102.5 $52.9K - $62K
37.9K $3.46M
WM
Waste Management Inc

Industrials
-643
- 2.32%
$201.79 - $228.46 $130K - $147K
27.1K $5.47M
ORCL
Oracle Corp

Technology
-1.12K
- 3.96%
$165.41 - $192.43 $186K - $216K
27.2K $4.54M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-13.7K
- 11.61%
$17.65 - $18.18 $242K - $250K
105K $1.85M
ELV
Elevance Health, Inc.

Healthcare
-144
- 9.15%
$365.96 - $514.62 $52.7K - $74.1K
1.43K $527K
APD
Air Products & Chemicals, Inc.

Basic Materials
-456
- 2.42%
$285.5 - $335.62 $130K - $153K
18.4K $5.34M
EFV
Msci Eafe Value ETF

ETFs
-3.94K
- 29.84%
$51.78 - $57.15 $204K - $225K
9.26K $486K
Activity Summary
Buys All Purchases 102 New Holdings 21 Increased Positions 81 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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