Beacon Financial Group Incresed Positions in Q4 2024

Beacon Financial Group

  • $886 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMA
Comerica Inc

Financial Services
9
+ 0.14%
$57.88 - $72.73 $521 - $655
6.61K $408K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.43K
+ 210.66%
$22.4 - $68.28 $144K - $439K
9.48K $219K
GNMA
Ishares Gnma Bond ETF

ETFs
701
+ 7.49%
$42.8 - $44.74 $30K - $31.4K
10.1K $431K
WRB
Berkley W R Corp

Financial Services
3
+ 0.06%
$56.48 - $64.94 $169 - $195
5.41K $316K
WPP
Wpp PLC

Communication Services
146
+ 1.85%
$49.35 - $56.55 $7.21K - $8.26K
8.06K $414K
USXF
Ishares Esg Advanced Msci Usa

Technology
33
+ 0.52%
$48.45 - $52.57 $1.6K - $1.73K
6.32K $314K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.71K
+ 12.52%
$87.1 - $98.49 $323K - $365K
33.3K $2.91M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
421
+ 2.93%
$7.83 - $8.16 $3.3K - $3.44K
14.8K $116K
Ishares Bitcoin Trust ETF
1.39K
+ 7.32%
N/A
20.4K $0
Blackrock ETF Trust Ii
7.98K
+ 17.56%
N/A
53.4K $0
Ea Series Trust
5.8K
+ 31.07%
N/A
24.5K $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
103
+ 0.96%
$36.54 - $37.53 $3.76K - $3.87K
10.9K $399K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
6
+ 0.21%
$73.19 - $81.02 $439 - $486
2.83K $209K
IFRA
Ishares Tr

ETFs
274
+ 0.86%
$45.94 - $51.71 $12.6K - $14.2K
32.2K $1.49M
FNV
Franco Nevada Corp

Basic Materials
200
+ 4.04%
$113.26 - $137.22 $22.7K - $27.4K
5.15K $605K
PFFV
Global X Variable Rate Preferr

Technology
75
+ 0.29%
$23.57 - $24.48 $1.77K - $1.84K
25.6K $604K
PG
Procter & Gamble CO

Consumer Defensive
224
+ 2.47%
$161.05 - $179.7 $36.1K - $40.3K
9.31K $1.56M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
535
+ 4.36%
$38.37 - $42.82 $20.5K - $22.9K
12.8K $491K
HYLS
First Tr Tactical High Yield L

ETFs
18
+ 0.07%
$41.29 - $42.03 $743 - $757
24.5K $1.01M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
234
+ 1.52%
$19.47 - $20.95 $4.56K - $4.9K
15.6K $305K
AFL
Aflac Inc

Financial Services
3
+ 0.12%
$100.37 - $115.27 $301 - $346
2.44K $252K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
42
+ 0.19%
$22.65 - $23.8 $951 - $1K
22.1K $503K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.8K
+ 100.08%
$22.63 - $47.53 $426K - $895K
37.6K $854K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.04K
+ 1.04%
$51.54 - $52.55 $53.7K - $54.7K
101K $5.25M
DHR
Danaher Corp

Healthcare
31
+ 2.71%
$226.16 - $274.52 $7.01K - $8.51K
1.17K $269K
NVO
Novo Nordisk A S

Healthcare
195
+ 7.76%
$85.0 - $120.04 $16.6K - $23.4K
2.71K $232K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.75K
+ 208.47%
$25.93 - $105.3 $253K - $1.03M
14.4K $401K
OMC
Omnicom Group Inc.

Communication Services
28
+ 0.3%
$85.82 - $105.47 $2.4K - $2.95K
9.44K $811K
UPS
United Parcel Service Inc

Industrials
327
+ 1.18%
$122.65 - $138.35 $40.1K - $45.2K
28.1K $3.54M
FDL
First Tr Morningstar Dividend

ETFs
4.08K
+ 0.77%
$39.59 - $43.95 $162K - $179K
533K $21.5M
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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