Beacon Financial Group Portfolio Holdings
Beacon Financial Group
- $864 Million
- Q1 2024
Beacon Financial Group has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $864 Million distributed in 318 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 $53.8M, Vanguard Whitehall Fds (Vangua with a value of $33.7M, Ishares Core S&P 500 ETF with a value of $25M, Spdr Bloomberg 1 3 Month T Bil with a value of $24.7M, and Ishares Treasury Floating Rate with a value of $22M.
Examining the 13F form we can see an increase of $46.6M in the current position value, from $818M to 864M.
Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 318
- Current Value $864 Million
- Prior Value $818 Million
- Filing
- Period Q1 2024
- Filing Date May 07, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 25 stocks
- Additional Purchases 67 stocks
- Sold out of 0 stocks
- Reduced holdings in 200 stocks