Beacon Financial Group Portfolio Holdings
Beacon Financial Group
- $869 Million
- Q2 2024
Beacon Financial Group has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $869 Million distributed in 321 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 $54.7M, Vanguard Whitehall Fds (Vangua with a value of $30.7M, Ishares Core S&P 500 ETF with a value of $28.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $24.8M, and Ishares Treasury Floating Rate with a value of $22.1M.
Examining the 13F form we can see an increase of $4.74M in the current position value, from $864M to 869M.
Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 321
- Current Value $869 Million
- Prior Value $864 Million
- Filing
- Period Q2 2024
- Filing Date August 06, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 18 stocks
- Additional Purchases 96 stocks
- Sold out of 0 stocks
- Reduced holdings in 186 stocks