Beacon Financial Group Sells in Q2 2025

Beacon Financial Group

  • $896 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
-190
- 3.03%
$60.04 - $70.18 $11.4K - $13.3K
6.09K $419K
CASS
Cass Information Systems Inc

Industrials
-164
- 3.12%
$39.19 - $44.2 $6.43K - $7.25K
5.09K $221K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-5.92K
- 5.9%
$39.94 - $44.64 $236K - $264K
94.3K $4.21M
Ge Healthcare Technologies I
-22
- 0.33%
N/A
6.59K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-129
- 0.23%
N/A
54.9K $0
Ishares Bitcoin Trust ETF
-348
- 2.15%
N/A
15.9K $0
Blackrock Inc
-365
- 6.05%
N/A
5.67K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-288
- 2.06%
N/A
13.7K $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-165
- 1.53%
$35.3 - $37.51 $5.82K - $6.19K
10.6K $397K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-75
- 4.52%
$149.76 - $186.42 $11.2K - $14K
1.58K $295K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-39
- 1.31%
$105.8 - $131.55 $4.13K - $5.13K
2.93K $377K
JLL
Jones Lang Lasalle Inc

Real Estate
-19
- 1.42%
$204.57 - $256.96 $3.89K - $4.88K
1.32K $336K
DIS
Walt Disney CO

Communication Services
-879
- 18.9%
$81.72 - $124.01 $71.8K - $109K
3.77K $467K
IFRA
Ishares Tr

ETFs
-382
- 5.42%
$40.97 - $49.19 $15.7K - $18.8K
6.66K $327K
AVUS
American Centy ETF Tr Avantis

ETFs
-1.59K
- 8.34%
$81.38 - $100.82 $130K - $161K
17.5K $1.77M
MTB
M&T Bank Corp

Financial Services
-30
- 2.42%
$156.58 - $193.99 $4.7K - $5.82K
1.21K $234K
PSLV
Sprott Physical Silver Trust

Financial Services
-182
- 0.5%
$9.98 - $12.51 $1.82K - $2.28K
36K $440K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-332
- 2.58%
$39.59 - $44.69 $13.1K - $14.8K
12.5K $560K
ABT
Abbott Laboratories

Healthcare
-36
- 0.42%
$123.95 - $138.08 $4.46K - $4.97K
8.47K $1.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.75K
- 9.36%
$58.41 - $72.69 $277K - $345K
45.9K $3.34M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-917
- 5.85%
$31.29 - $38.89 $28.7K - $35.7K
14.8K $574K
IGV
Ishares Expanded Tech Software

ETFs
-239
- 8.5%
$80.15 - $109.5 $19.2K - $26.2K
2.57K $281K
UGI
Ugi Corp

Utilities
-426
- 3.2%
$30.18 - $36.59 $12.9K - $15.6K
12.9K $469K
KR
Kroger CO

Consumer Defensive
-2
- 0.03%
$64.62 - $74.0 $129 - $148
7.44K $533K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-363
- 6.25%
$86.12 - $108.35 $31.3K - $39.3K
5.44K $589K
FQAL
Fidelity Covington Tr Quality

ETFs
-13.4K
- 7.78%
$57.29 - $69.19 $768K - $928K
159K $11M
USXF
Ishares Esg Advanced Msci Usa

Technology
-146
- 2.31%
$41.54 - $53.93 $6.06K - $7.87K
6.18K $333K
RTX
Raytheon Technologies Corp

Industrials
-621
- 6.38%
$113.75 - $148.48 $70.6K - $92.2K
9.11K $1.33M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-23
- 0.72%
$91.62 - $116.16 $2.11K - $2.67K
3.19K $370K
IWD
Ishares Russell 1000 Val ETF

ETFs
-73
- 0.92%
$166.82 - $194.23 $12.2K - $14.2K
7.84K $1.52M
NTRS
Northern Trust Corp

Financial Services
-183
- 6.6%
$84.45 - $126.79 $15.5K - $23.2K
2.59K $328K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-34
- 0.41%
$53.69 - $67.27 $1.83K - $2.29K
8.21K $552K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.17K
- 11.04%
$82.96 - $110.1 $97K - $129K
9.42K $1.04M
PANW
Palo Alto Networks Inc

Technology
-3
- 0.17%
$152.44 - $204.64 $457 - $614
1.78K $364K
DELL
Dell Technologies Inc.

Technology
-361
- 10.71%
$71.63 - $125.98 $25.9K - $45.5K
3.01K $369K
VOT
Vanguard Mid Cap Growth Index

ETFs
-6
- 0.38%
$216.28 - $284.39 $1.3K - $1.71K
1.57K $445K
IEV
Ishares Tr Europe ETF

ETFs
-32
- 0.21%
$51.8 - $64.59 $1.66K - $2.07K
14.9K $943K
LAMR
Lamar Advertising CO

Real Estate
-2.72K
- 5.13%
$102.35 - $121.67 $278K - $331K
50.3K $6.11M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-378
- 2.38%
$72.96 - $90.39 $27.6K - $34.2K
15.5K $1.38M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-251
- 0.81%
$41.76 - $49.03 $10.5K - $12.3K
30.9K $1.52M
BK
Bank Of New York Mellon Corp

Financial Services
-250
- 1.41%
$73.31 - $91.62 $18.3K - $22.9K
17.4K $1.59M
MS
Morgan Stanley

Financial Services
-253
- 4.24%
$99.83 - $140.86 $25.3K - $35.6K
5.71K $804K
BAC
Bank Of America Corp

Financial Services
-3.76K
- 7.07%
$34.39 - $47.46 $129K - $179K
49.5K $2.34M
IBM
International Business Machines Corp

Technology
-7
- 0.24%
$221.03 - $294.78 $1.55K - $2.06K
2.93K $864K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-438
- 4.72%
$272.36 - $339.57 $119K - $149K
8.84K $3M
IWV
Ishares Russell 3000 ETF

ETFs
-23
- 0.43%
$281.67 - $351.0 $6.48K - $8.07K
5.29K $1.86M
IGM
Ishares Expanded Tech Sector E

ETFs
-194
- 2.09%
$79.8 - $112.34 $15.5K - $21.8K
9.09K $1.02M
NVS
Novartis Ag

Healthcare
-84
- 0.41%
$101.96 - $121.01 $8.56K - $10.2K
20.6K $2.49M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-41
- 0.27%
$108.06 - $135.3 $4.43K - $5.55K
15.3K $2.08M
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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