Beacon Financial Group Sells in Q2 2025

Beacon Financial Group

  • $896 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-11.8K
- 8.72%
$37.24 - $41.76 $440K - $493K
124K $5.16M
SJNK
Spdr Bloomberg Short Term High

ETFs
-5.48K
- 23.55%
$24.12 - $25.48 $132K - $140K
17.8K $453K
SNY
Sanofi

Healthcare
-524
- 3.64%
$47.62 - $55.44 $25K - $29.1K
13.9K $670K
PG
Procter & Gamble CO

Consumer Defensive
-130
- 1.38%
$157.66 - $172.39 $20.5K - $22.4K
9.27K $1.48M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-5.33K
- 3.83%
$20.66 - $20.74 $110K - $110K
134K $2.77M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-3.31K
- 28.29%
$37.41 - $42.4 $124K - $140K
8.38K $355K
GPC
Genuine Parts CO

Consumer Cyclical
-1.29K
- 5.36%
$105.54 - $129.09 $136K - $166K
22.7K $2.75M
CAT
Caterpillar Inc

Industrials
-449
- 34.97%
$273.94 - $388.21 $123K - $174K
835 $324K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-7.5K
- 5.75%
$17.99 - $18.99 $135K - $142K
123K $2.34M
MRK
Merck & Co., Inc.

Healthcare
-351
- 5.28%
$73.47 - $87.12 $25.8K - $30.6K
6.3K $498K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-4.82K
- 12.03%
$37.51 - $45.52 $181K - $219K
35.2K $1.59M
CMI
Cummins Inc

Industrials
-313
- 20.05%
$267.12 - $336.65 $83.6K - $105K
1.25K $408K
QCOM
Qualcomm Inc

Technology
-1.6K
- 5.11%
$124.66 - $159.48 $200K - $256K
29.7K $4.74M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.75K
- 16.48%
$45.12 - $46.23 $78.8K - $80.7K
8.85K $409K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.94K
- 5.09%
$46.39 - $47.84 $89.8K - $92.6K
36.1K $1.73M
ENB
Enbridge Inc

Energy
-2.56K
- 6.53%
$41.09 - $47.16 $105K - $121K
36.6K $1.66M
SO
Southern CO

Utilities
-786
- 9.63%
$84.91 - $92.56 $66.7K - $72.8K
7.37K $677K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-665
- 25.46%
$105.23 - $109.61 $70K - $72.9K
1.95K $213K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-6.61K
- 8.02%
$36.05 - $40.34 $238K - $267K
75.9K $3.06M
PRU
Prudential Financial Inc

Financial Services
-460
- 16.29%
$95.12 - $112.71 $43.8K - $51.8K
2.36K $253K
IQV
Iqvia Holdings Inc.

Healthcare
-20
- 0.64%
$137.0 - $174.37 $2.74K - $3.49K
3.1K $489K
GBIL
Goldman Sachs Access Treasury

ETFs
-547
- 2.75%
$99.83 - $100.19 $54.6K - $54.8K
19.4K $1.94M
EEM
Ishares Msci Emerging Markets

ETFs
-1.92K
- 21.2%
$38.52 - $48.28 $74.1K - $92.9K
7.15K $345K
OXY
Occidental Petroleum Corp

Energy
-119
- 1.89%
$36.11 - $49.33 $4.3K - $5.87K
6.18K $259K
INTC
Intel Corp

Technology
-2.08K
- 18.59%
$18.13 - $22.69 $37.7K - $47.2K
9.11K $203K
IVE
Ishares S&P 500 Value ETF

ETFs
-418
- 7.88%
$168.34 - $195.42 $70.4K - $81.7K
4.89K $955K
CMA
Comerica Inc

Financial Services
-823
- 14.25%
$50.42 - $59.65 $41.5K - $49.1K
4.95K $295K
HYLS
First Tr Tactical High Yield L

ETFs
-1.41K
- 6.13%
$39.8 - $41.84 $56K - $58.8K
21.5K $899K
CRM
Salesforce, Inc.

Technology
-159
- 10.42%
$236.26 - $291.15 $37.6K - $46.3K
1.37K $372K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.78K
- 10.16%
$41.22 - $48.01 $115K - $133K
24.6K $1.18M
CAN
Canaan Inc.

Technology
-4.84K
- 4.68%
$0.58 - $0.9 $2.81K - $4.35K
98.5K $61K
VNQ
Vanguard Specialized Funds Van

ETFs
-350
- 13.39%
$79.79 - $91.42 $27.9K - $32K
2.26K $201K
WPP
Wpp PLC

Communication Services
-169
- 2.06%
$32.03 - $40.64 $5.41K - $6.87K
8.04K $281K
VB
Vanguard Small Cap ETF

ETFs
-467
- 8.92%
$193.73 - $237.37 $90.5K - $111K
4.77K $1.13M
FTSL
First Trust Senior Ln Fund

ETFs
-549
- 9.05%
$44.58 - $46.07 $24.5K - $25.3K
5.52K $253K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.26K
- 9.67%
N/A
11.8K $223K
PFG
Principal Financial Group Inc

Financial Services
-105
- 3.85%
$69.56 - $86.19 $7.3K - $9.05K
2.62K $208K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-929
- 2.82%
$22.68 - $23.28 $21.1K - $21.6K
32K $741K
CI
Cigna Corp

Healthcare
-56
- 3.21%
$301.89 - $340.04 $16.9K - $19K
1.69K $557K
AFL
Aflac Inc

Financial Services
-1
- 0.04%
$99.77 - $112.45 $99.8 - $112
2.47K $260K
DWM
Wisdomtree Tr

ETFs
-1.12K
- 10.34%
$52.06 - $63.91 $58.4K - $71.7K
9.73K $618K
RWR
Spdr Dow Jones Reit ETF

ETFs
-76
- 2.62%
$86.33 - $99.71 $6.56K - $7.58K
2.83K $272K
EFG
Msci Eafe Growth ETF

ETFs
-844
- 11.51%
$89.8 - $112.0 $75.8K - $94.5K
6.49K $726K
USFR
Wisdomtree Floating Rate Treas

ETFs
-215
- 0.19%
$50.28 - $50.47 $10.8K - $10.9K
115K $5.79M
ASML
Asml Holding Nv

Technology
-87
- 21.07%
$595.37 - $815.24 $51.8K - $70.9K
326 $261K
ADBE
Adobe Inc.

Technology
-32
- 4.4%
$340.0 - $420.68 $10.9K - $13.5K
696 $269K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-322
- 0.85%
$42.72 - $44.24 $13.8K - $14.2K
37.6K $1.65M
UNM
Unum Group

Financial Services
-60
- 1.4%
$70.48 - $82.91 $4.23K - $4.97K
4.22K $340K
NEAR
Blackrock Short Maturity Bond

ETFs
-199
- 1.29%
$50.41 - $51.17 $10K - $10.2K
15.2K $776K
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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