Beacon Financial Group Sells in Q4 2024

Beacon Financial Group

  • $886 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBY
Best Buy CO Inc

Consumer Cyclical
-4
- 0.13%
$85.2 - $101.35 $341 - $405
3.19K $273K
ENB
Enbridge Inc

Energy
-3.24K
- 7.24%
$40.4 - $43.92 $131K - $142K
41.6K $1.76M
PGR
Progressive Corp

Financial Services
-14
- 0.39%
$239.6 - $268.88 $3.35K - $3.76K
3.62K $867K
EOG
Eog Resources Inc

Energy
-428
- 5.32%
$118.22 - $136.54 $50.6K - $58.4K
7.62K $933K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.5K
- 5.1%
$25.09 - $25.69 $37.7K - $38.6K
28K $706K
IBM
International Business Machines Corp

Technology
-223
- 6.79%
$204.9 - $238.04 $45.7K - $53.1K
3.06K $673K
EMGF
Ishares Msci Emerging Markets

ETFs
-5
- 0.05%
$45.23 - $51.49 $226 - $257
11K $499K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.64K
- 15.61%
N/A
14.3K $270K
TRV
Travelers Companies, Inc.

Financial Services
-389
- 5.28%
$225.97 - $266.66 $87.9K - $104K
6.97K $1.68M
HPQ
Hp Inc

Technology
-586
- 8.03%
$32.46 - $39.3 $19K - $23K
6.71K $218K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-416
- 9.66%
$77.86 - $79.27 $32.4K - $33K
3.89K $303K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-47
- 8.42%
$1146.59 - $1270.6 $53.9K - $59.7K
511 $605K
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 7.06%
$288.47 - $316.54 $21.1K - $23.1K
961 $278K
SHW
Sherwin Williams CO

Basic Materials
-23
- 3.43%
$338.75 - $399.71 $7.79K - $9.19K
647 $219K
STZ
Constellation Brands, Inc.

Consumer Defensive
-10
- 1.06%
$219.66 - $257.62 $2.2K - $2.58K
929 $205K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.47K
- 3.39%
$44.57 - $46.43 $65.4K - $68.2K
41.8K $1.91M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.07K
- 1.0%
$19.38 - $19.58 $20.7K - $20.9K
106K $2.07M
PSLV
Sprott Physical Silver Trust

Financial Services
-500
- 1.36%
$9.65 - $11.76 $4.83K - $5.88K
36.2K $349K
UGI
Ugi Corp

Utilities
-2.4K
- 22.14%
$23.24 - $30.37 $55.8K - $72.9K
8.44K $238K
DMAR
First Tr Ex Tr Viii Cboe Vest
-1K
- 9.09%
$37.14 - $38.49 $37.1K - $38.5K
10K $381K
FISV
Fiserv Inc

Technology
-208
- 3.96%
N/A
5.05K $632K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-298
- 2.98%
$34.04 - $35.66 $10.1K - $10.6K
9.69K $333K
FANG
Diamondback Energy, Inc.

Energy
-14
- 0.56%
$153.06 - $199.5 $2.14K - $2.79K
2.5K $409K
DELL
Dell Technologies Inc.

Technology
-77
- 1.92%
$111.96 - $144.21 $8.62K - $11.1K
3.93K $453K
PRU
Prudential Financial Inc

Financial Services
-99
- 2.72%
$114.59 - $129.52 $11.3K - $12.8K
3.54K $419K
T
At&T Inc.

Communication Services
-1.37K
- 8.61%
$21.22 - $23.88 $29.1K - $32.7K
14.6K $331K
NSC
Norfolk Southern Corp

Industrials
-3
- 0.24%
$230.6 - $277.0 $692 - $831
1.26K $295K
ADSK
Autodesk, Inc.

Technology
-66
- 5.34%
N/A
1.17K $287K
BMY
Bristol Myers Squibb CO

Healthcare
-722
- 14.39%
$51.92 - $59.94 $37.5K - $43.3K
4.3K $243K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-608
- 4.35%
$42.25 - $43.54 $25.7K - $26.5K
13.4K $573K
SYY
Sysco Corp

Consumer Defensive
-29
- 0.45%
$73.63 - $81.77 $2.14K - $2.37K
6.35K $485K
PHYS
Sprott Physical Gold Trust

Financial Services
-337
- 1.81%
$19.66 - $21.66 $6.63K - $7.3K
18.2K $367K
ABT
Abbott Laboratories

Healthcare
-12
- 0.13%
$111.93 - $119.39 $1.34K - $1.43K
9.46K $1.07M
TRP
Tc Energy Corp

Energy
-4
- 0.08%
$44.03 - $50.23 $176 - $201
5.06K $235K
ACN
Accenture PLC

Technology
-8
- 1.32%
$343.9 - $376.86 $2.75K - $3.01K
596 $209K
L
Loews Corp

Financial Services
-1.45K
- 6.85%
$76.49 - $87.05 $111K - $126K
19.7K $1.67M
USB
Us Bancorp \De\

Financial Services
-306
- 4.79%
$43.98 - $53.66 $13.5K - $16.4K
6.08K $290K
Blackrock ETF Trust Ii
-8.81K
- 31.37%
N/A
19.3K $0
FTSL
First Trust Senior Ln Fund

ETFs
-62
- 0.32%
$45.9 - $46.48 $2.85K - $2.88K
19.5K $902K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-8
- 0.25%
$107.41 - $115.71 $859 - $926
3.21K $353K
DE
Deere & CO

Industrials
-4
- 0.33%
$389.45 - $466.0 $1.56K - $1.86K
1.22K $518K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-13
- 0.22%
$100.38 - $107.86 $1.3K - $1.4K
5.88K $605K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-15
- 0.18%
$62.07 - $66.61 $931 - $999
8.25K $528K
WHR
Whirlpool Corp

Consumer Cyclical
-120
- 3.76%
$99.28 - $124.45 $11.9K - $14.9K
3.07K $351K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-48
- 0.36%
$41.96 - $43.69 $2.01K - $2.1K
13.2K $569K
IVW
Ishares S&P 500 Growth ETF

ETFs
-414
- 4.39%
$94.43 - $105.47 $39.1K - $43.7K
9.01K $914K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-8
- 0.39%
$178.39 - $215.0 $1.43K - $1.72K
2.06K $397K
NTRS
Northern Trust Corp

Financial Services
-335
- 8.52%
$88.4 - $111.16 $29.6K - $37.2K
3.6K $368K
PCAR
Paccar Inc

Industrials
-8
- 0.24%
$97.92 - $118.41 $783 - $947
3.26K $339K
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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