Beacon Financial Group Sells in Q4 2024

Beacon Financial Group

  • $886 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
-54
- 1.46%
$94.19 - $106.95 $5.09K - $5.78K
3.65K $372K
EPD
Enterprise Products Partners L.P.

Energy
-190
- 1.75%
$28.66 - $34.43 $5.45K - $6.54K
10.7K $334K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.58%
$873.59 - $994.69 $4.37K - $4.97K
853 $781K
GS
Goldman Sachs Group Inc

Financial Services
-17
- 3.48%
$486.1 - $608.57 $8.26K - $10.3K
472 $270K
ISRG
Intuitive Surgical Inc

Healthcare
-7
- 0.61%
$471.27 - $550.62 $3.3K - $3.85K
1.15K $599K
CMI
Cummins Inc

Industrials
-31
- 1.73%
$324.93 - $383.42 $10.1K - $11.9K
1.76K $613K
KR
Kroger CO

Consumer Defensive
-18
- 0.19%
$55.21 - $63.3 $994 - $1.14K
9.43K $576K
IWV
Ishares Russell 3000 ETF

ETFs
-13
- 0.24%
$323.08 - $349.08 $4.2K - $4.54K
5.47K $1.83M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.08%
$280.08 - $307.97 $560 - $616
2.41K $706K
BYD
Boyd Gaming Corp

Consumer Cyclical
-997
- 7.07%
$62.5 - $75.64 $62.3K - $75.4K
13.1K $951K
META
Meta Platforms, Inc.

Communication Services
-113
- 1.81%
$554.08 - $632.68 $62.6K - $71.5K
6.13K $3.61M
SNOW
Snowflake Inc.

Technology
-130
- 7.08%
$109.65 - $186.51 $14.3K - $24.2K
1.71K $263K
AMP
Ameriprise Financial Inc

Financial Services
-37
- 3.19%
$473.15 - $574.01 $17.5K - $21.2K
1.12K $597K
AON
Aon PLC

Financial Services
-106
- 1.46%
$344.14 - $393.31 $36.5K - $41.7K
7.16K $2.57M
CRM
Salesforce, Inc.

Technology
-131
- 7.93%
$270.87 - $367.87 $35.5K - $48.2K
1.52K $508K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-174
- 0.34%
$66.77 - $71.52 $11.6K - $12.4K
50.4K $3.47M
BK
Bank Of New York Mellon Corp

Financial Services
-232
- 1.34%
$70.82 - $81.87 $16.4K - $19K
17K $1.31M
MO
Altria Group, Inc.

Consumer Defensive
-902
- 0.96%
$49.06 - $57.74 $44.3K - $52.1K
93K $4.86M
DIS
Walt Disney CO

Communication Services
-110
- 2.01%
$92.39 - $117.6 $10.2K - $12.9K
5.38K $598K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-146
- 2.73%
$370.24 - $418.94 $54.1K - $61.2K
5.19K $2.09M
RBLX
Roblox Corp

Communication Services
-1.12K
- 9.56%
$39.86 - $61.45 $44.6K - $68.7K
10.6K $611K
MS
Morgan Stanley

Financial Services
-134
- 1.89%
$104.42 - $134.99 $14K - $18.1K
6.95K $873K
NFLX
Netflix Inc

Communication Services
-26
- 2.98%
$687.65 - $936.56 $17.9K - $24.4K
846 $754K
AXP
American Express CO

Financial Services
-118
- 1.71%
$267.35 - $305.57 $31.5K - $36.1K
6.79K $2.02M
VTI
Vanguard Total Stock Market Et

ETFs
-255
- 0.77%
$280.04 - $302.45 $71.4K - $77.1K
33K $9.55M
CSCO
Cisco Systems, Inc.

Technology
-2.32K
- 4.76%
$52.45 - $60.02 $122K - $139K
46.5K $2.75M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-99
- 1.36%
$172.07 - $207.36 $17K - $20.5K
7.19K $1.42M
OKE
Oneok Inc

Energy
-80
- 0.45%
$92.28 - $117.05 $7.38K - $9.36K
17.7K $1.77M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 4.64%
$4100.99 - $5300.34 $61.5K - $79.5K
308 $1.53M
CAN
Canaan Inc.

Technology
-4.99K
- 2.84%
$0.94 - $3.09 $4.69K - $15.4K
171K $350K
BAC
Bank Of America Corp

Financial Services
-966
- 1.78%
$39.22 - $47.77 $37.9K - $46.1K
53.3K $2.34M
GOOG
Alphabet Inc.

Communication Services
-596
- 4.34%
$163.08 - $198.16 $97.2K - $118K
13.1K $2.5M
EMLP
First Tr Exchange Traded Iv

ETFs
-2.19K
- 1.5%
$33.69 - $38.24 $73.7K - $83.6K
143K $5.1M
SCHW
Schwab Charles Corp

Financial Services
-774
- 2.33%
$63.31 - $82.85 $49K - $64.1K
32.4K $2.4M
GOOGL
Alphabet Inc.

Communication Services
-514
- 2.89%
$161.86 - $196.66 $83.2K - $101K
17.3K $3.27M
AAPL
Apple Inc.

Technology
-1.69K
- 3.77%
$221.69 - $259.02 $374K - $437K
43.1K $10.8M
WMT
Walmart Inc.

Consumer Defensive
-606
- 1.4%
$79.1 - $95.7 $47.9K - $58K
42.8K $3.86M
V
Visa Inc.

Financial Services
-349
- 2.82%
$273.87 - $320.91 $95.6K - $112K
12K $3.8M
MCK
Mckesson Corp

Healthcare
-84
- 1.43%
$482.27 - $628.5 $40.5K - $52.8K
5.79K $3.3M
AVGO
Broadcom Inc.

Technology
-319
- 3.32%
$159.67 - $250.0 $50.9K - $79.8K
9.3K $2.16M
AMZN
Amazon Com Inc

Consumer Cyclical
-505
- 2.08%
$180.88 - $232.93 $91.3K - $118K
23.8K $5.23M
NVDA
Nvidia Corp

Technology
-532
- 0.61%
$117.0 - $148.88 $62.2K - $79.2K
86.8K $11.7M
JPM
Jpmorgan Chase & CO

Financial Services
-797
- 1.84%
$205.18 - $250.29 $164K - $199K
42.4K $10.2M
WFC
Wells Fargo & Company

Financial Services
-5.04K
- 4.73%
$54.98 - $77.35 $277K - $390K
101K $7.13M
KMI
Kinder Morgan, Inc.

Energy
-3.33K
- 1.24%
$22.59 - $28.54 $75.3K - $95.1K
266K $7.27M
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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