Beacon Financial Group Incresed Positions in Q4 2024

Beacon Financial Group

  • $886 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
81.1K
+ 153.71%
$39.4 - $40.57 $3.2M - $3.29M
134K $5.38M
IVV
Ishares Core S&P 500 ETF

ETFs
1.52K
+ 2.74%
$570.51 - $610.59 $867K - $927K
57K $33.5M
VUG
Vanguard Growth ETF

ETFs
318
+ 0.63%
$378.79 - $428.11 $120K - $136K
50.4K $20.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.7K
+ 6.47%
$91.29 - $91.8 $1.52M - $1.53M
275K $25.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
18.6K
+ 10.15%
$34.49 - $39.24 $643K - $731K
202K $7.52M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.35K
+ 3.9%
$49.03 - $53.35 $458K - $499K
249K $12.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.8K
+ 2.9%
$124.26 - $134.12 $472K - $509K
135K $17.3M
MBB
Ishares Tr

ETFs
9.32K
+ 17.9%
$91.26 - $95.82 $851K - $893K
61.4K $5.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.25K
+ 6.37%
$176.42 - $186.91 $574K - $608K
54.3K $9.66M
IYW
Ishares Dj Us Tech ETF

ETFs
1.14K
+ 2.73%
$148.14 - $166.23 $168K - $189K
42.8K $6.82M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.3K
+ 113.12%
$39.78 - $41.04 $411K - $424K
19.5K $789K
VTV
Vanguard Value ETF

ETFs
3.6K
+ 9.37%
$168.32 - $181.87 $606K - $655K
42K $7.12M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.7K
+ 48.36%
N/A
48.3K $1.15M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.7K
+ 39.1%
$23.88 - $24.32 $327K - $333K
48.6K $1.17M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
7.21K
+ 38.28%
$38.63 - $39.95 $278K - $288K
26K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
189
+ 12.57%
$213.65 - $479.86 $40.4K - $90.7K
1.69K $683K
APP
App Lovin Corp

Technology
9
+ 0.61%
$130.67 - $401.5 $1.18K - $3.61K
1.47K $477K
HON
Honeywell International Inc

Industrials
966
+ 64.49%
$202.84 - $236.0 $196K - $228K
2.46K $556K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.1K
+ 35.4%
$81.68 - $82.93 $253K - $257K
11.8K $970K
AVUV
American Centy ETF Tr Avantis

ETFs
1.88K
+ 5.5%
$94.37 - $106.41 $178K - $200K
36.1K $3.48M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.6K
+ 14.26%
$55.45 - $61.08 $698K - $769K
101K $5.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.51K
+ 27.9%
$24.82 - $25.48 $211K - $217K
39K $971K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.47K
+ 58.61%
$24.5 - $25.72 $208K - $218K
22.9K $563K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.3K
+ 38.59%
$20.28 - $21.2 $208K - $217K
36.8K $749K
EMB
Ishares Tr

ETFs
2.98K
+ 17.03%
$88.94 - $93.46 $265K - $278K
20.5K $1.82M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.94K
+ 26.38%
$22.71 - $23.47 $203K - $210K
42.8K $976K
IBDV
Ishares Tr

Technology
9.58K
+ 26.39%
$21.24 - $22.15 $203K - $212K
45.9K $979K
XLF
Financial Sector Spdr

ETFs
23
+ 0.05%
$44.89 - $51.34 $1.03K - $1.18K
47.3K $2.29M
FQAL
Fidelity Covington Tr Quality

ETFs
651
+ 0.35%
$64.43 - $68.47 $41.9K - $44.6K
186K $12.2M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
2.8K
+ 62.78%
$47.07 - $48.75 $132K - $137K
7.26K $347K
HYG
Ishares Tr

ETFs
1.76K
+ 45.74%
$78.09 - $80.04 $138K - $141K
5.62K $442K
MUB
Ishares National Muni Bond ETF

ETFs
1.24K
+ 32.0%
$105.78 - $108.7 $131K - $135K
5.11K $544K
XLE
Energy Sector Spdr

ETFs
2.01K
+ 6.12%
$83.32 - $97.27 $167K - $196K
34.8K $2.98M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.28K
+ 18.02%
$26.65 - $29.34 $194K - $213K
47.6K $1.29M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.65K
+ 23.54%
$23.01 - $26.06 $222K - $251K
50.6K $1.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.98K
+ 11.75%
$44.04 - $49.49 $351K - $395K
75.9K $3.34M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
6
+ 0.16%
$107.98 - $143.92 $648 - $864
3.84K $515K
UNM
Unum Group

Financial Services
8
+ 0.18%
$58.88 - $77.07 $471 - $617
4.34K $316K
EFG
Msci Eafe Growth ETF

ETFs
1.37K
+ 19.98%
$96.83 - $106.88 $133K - $147K
8.24K $797K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
574
+ 2.29%
$100.16 - $100.7 $57.5K - $57.8K
25.6K $2.57M
OEF
Ishares S&P 100 ETF

ETFs
174
+ 2.91%
N/A
6.15K $1.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 2.92%
$567.81 - $607.81 $22.7K - $24.3K
1.41K $826K
AVUS
American Centy ETF Tr Avantis

ETFs
8
+ 0.04%
$94.36 - $102.06 $755 - $816
19.3K $1.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.99%
$481.22 - $538.17 $5.29K - $5.92K
1.12K $571K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.01%
$233.76 - $261.58 $234 - $262
7.4K $1.78M
CGUS
Capital Group Core Equity ETF
319
+ 2.69%
$33.96 - $36.24 $10.8K - $11.6K
12.2K $426K
PANW
Palo Alto Networks Inc

Technology
849
+ 99.07%
$181.96 - $405.9 $154K - $345K
1.71K $310K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
19
+ 0.12%
$35.71 - $38.39 $678 - $729
16.1K $594K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
565
+ 13.73%
$99.04 - $109.59 $56K - $61.9K
4.68K $465K
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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