Beacon Financial Group Portfolio Holdings
Beacon Financial Group
- $913 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 327
- Current Value $913 Million
- Prior Value $869 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 171 stocks