Beacon Financial Group has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $913 Million distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $57.2M, Vanguard Whitehall Fds (Vangua with a value of $32.2M, Ishares Core S&P 500 ETF with a value of $32M, Spdr Bloomberg 1 3 Month T Bil with a value of $23.7M, and First Tr Morningstar Dividend with a value of $22.2M.
Examining the 13F form we can see an increase of $44M in the current position value, from $869M to 913M.
Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$913 Million
ETFs: $557 Million
Financial Services: $74.3 Million
Technology: $62.1 Million
Industrials: $38.3 Million
Healthcare: $34.9 Million
Energy: $34.3 Million
Consumer Defensive: $27.6 Million
Communication Services: $25.3 Million
Other: $54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
