Beacon Financial Group Reduced Holdings in Q3 2024

Beacon Financial Group

  • $913 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.51K
- 0.97%
$63.28 - $70.06 $95.6K - $106K
154K $10.8M
KO
Coca Cola CO

Consumer Defensive
-1.83K
- 2.47%
$62.69 - $73.01 $115K - $133K
72.2K $5.19M
KMI
Kinder Morgan, Inc.

Energy
-5.5K
- 2.01%
$19.72 - $22.22 $109K - $122K
269K $5.94M
VTI
Vanguard Total Stock Market Et

ETFs
-35
- 0.11%
$255.18 - $283.2 $8.93K - $9.91K
33.2K $9.41M
UL
Unilever PLC

Consumer Defensive
-2.44K
- 3.56%
$54.7 - $65.59 $134K - $160K
66K $4.29M
FVD
First Tr Value Line Divid Inde

ETFs
-39.8K
- 7.95%
$40.45 - $45.49 $1.61M - $1.81M
461K $21M
WMT
Walmart Inc.

Consumer Defensive
-9
- 0.02%
$66.91 - $81.4 $602 - $733
43.4K $3.5M
DUK
Duke Energy Corp

Utilities
-1.2K
- 2.48%
$99.35 - $117.71 $119K - $141K
47.1K $5.43M
LAMR
Lamar Advertising CO

Real Estate
-1.63K
- 2.68%
$110.9 - $135.58 $180K - $220K
58.9K $7.87M
APD
Air Products & Chemicals, Inc.

Basic Materials
-368
- 1.91%
$247.34 - $300.11 $91K - $110K
18.9K $5.62M
ORCL
Oracle Corp

Technology
-843
- 2.89%
$125.9 - $170.35 $106K - $144K
28.4K $4.83M
AAPL
Apple Inc.

Technology
-1.36K
- 2.95%
$207.23 - $234.82 $282K - $319K
44.8K $10.4M
O
Realty Income Corp

Real Estate
-1.64K
- 2.13%
$52.36 - $63.42 $86K - $104K
75.3K $4.78M
RDVY
First Trust Rising Dividend Ac

ETFs
-10K
- 3.24%
$53.68 - $59.24 $539K - $595K
299K $17.7M
LMT
Lockheed Martin Corp

Industrials
-423
- 4.57%
$460.3 - $584.56 $195K - $247K
8.83K $5.16M
BLK
Black Rock Inc.

Financial Services
-169
- 2.43%
$782.27 - $949.51 $132K - $160K
6.78K $6.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.29K
- 2.82%
$117.9 - $128.2 $860K - $935K
251K $32.2M
FDL
First Tr Morningstar Dividend

ETFs
-808
- 0.15%
$37.66 - $42.06 $30.4K - $34K
529K $22.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-796
- 1.63%
$405.19 - $478.57 $323K - $381K
48.1K $22.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-13.4K
- 1.92%
$75.88 - $83.21 $1.02M - $1.12M
687K $57.2M
Activity Summary
Buys All Purchases 127 New Holdings 15 Increased Positions 112 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 2 Puts 0
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