Beacon Financial Group Sells in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-143K
- 66.33%
$50.87 - $51.09 $7.27M - $7.3M
72.5K $3.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-150K
- 86.13%
$30.71 - $30.87 $4.6M - $4.63M
24.1K $744K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-39.1K
- 5.76%
$78.0 - $84.37 $3.05M - $3.3M
640K $50.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-30.6K
- 91.9%
$85.29 - $92.57 $2.61M - $2.83M
2.7K $243K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.47K
- 2.58%
$554.06 - $615.85 $814K - $905K
55.5K $31M
NVDA
Nvidia Corp

Technology
-35
- 0.04%
$106.98 - $149.43 $3.74K - $5.23K
86.7K $9.4M
ETN
Eaton Corp PLC

Industrials
-1.87K
- 6.94%
$271.83 - $371.23 $508K - $693K
25K $6.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15.4K
- 6.18%
$126.11 - $135.06 $1.94M - $2.08M
234K $29.8M
ABC
Amerisourcebergen Corp

Healthcare
-9.41K
- 82.68%
N/A
1.97K $364K
RDVY
First Trust Rising Dividend Ac

ETFs
-22.9K
- 7.7%
$57.22 - $63.39 $1.31M - $1.45M
275K $15.9M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-13K
- 15.18%
$92.03 - $93.95 $1.2M - $1.22M
72.7K $6.71M
FQAL
Fidelity Covington Tr Quality

ETFs
-13.7K
- 7.37%
$63.12 - $69.13 $865K - $948K
172K $11M
IFRA
Ishares Tr

ETFs
-25.1K
- 78.11%
$44.8 - $49.25 $1.13M - $1.24M
7.05K $317K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-508
- 0.38%
$120.29 - $134.6 $61.1K - $68.4K
134K $16.3M
MSFT
Microsoft Corp

Technology
-170
- 0.86%
$375.39 - $447.2 $63.8K - $76K
19.7K $7.39M
USFR
Wisdomtree Floating Rate Treas

ETFs
-18.8K
- 14.05%
$50.29 - $50.5 $948K - $952K
115K $5.8M
ORCL
Oracle Corp

Technology
-1.38K
- 5.05%
$139.81 - $186.47 $192K - $256K
25.9K $3.62M
LAMR
Lamar Advertising CO

Real Estate
-3.99K
- 7.0%
$110.65 - $132.9 $442K - $531K
53.1K $6.04M
CGGR
Capital Group Growth ETF Shs C

ETFs
-9.47K
- 4.68%
$33.98 - $39.84 $322K - $377K
193K $6.61M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-15.6K
- 15.49%
$54.25 - $57.64 $848K - $901K
85.3K $4.71M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-13.4K
- 10.73%
$48.02 - $53.02 $645K - $712K
112K $5.49M
COP
Conocophillips

Energy
-9K
- 44.59%
$88.6 - $105.85 $798K - $953K
11.2K $1.17M
TROW
Price T Rowe Group Inc

Financial Services
-1.26K
- 3.9%
$91.57 - $116.93 $115K - $147K
31K $2.85M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.61K
- 12.79%
$84.95 - $100.62 $392K - $464K
31.5K $2.73M
LMT
Lockheed Martin Corp

Industrials
-885
- 10.07%
$423.19 - $506.29 $375K - $448K
7.91K $3.53M
VIG
Vanguard Dividend Appreciation

ETFs
-3.94K
- 8.57%
N/A
42K $7.65M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-14.4K
- 34.53%
$44.11 - $47.04 $637K - $679K
27.4K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
-544
- 1.65%
$271.18 - $303.12 $148K - $165K
32.4K $8.86M
DEO
Diageo PLC

Consumer Defensive
-4.58K
- 64.95%
$104.79 - $126.12 $480K - $578K
2.47K $258K
FTSL
First Trust Senior Ln Fund

ETFs
-13.4K
- 68.91%
$45.65 - $46.48 $614K - $625K
6.07K $277K
VB
Vanguard Small Cap ETF

ETFs
-2.16K
- 29.25%
$217.89 - $252.64 $471K - $546K
5.23K $1.16M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-11K
- 11.99%
$31.63 - $35.22 $347K - $387K
80.6K $2.57M
GOOG
Alphabet Inc.

Communication Services
-718
- 5.47%
$156.06 - $207.71 $112K - $149K
12.4K $1.94M
FVD
First Tr Value Line Divid Inde

ETFs
-17.3K
- 3.94%
$42.61 - $45.51 $736K - $786K
422K $18.6M
UPS
United Parcel Service Inc

Industrials
-596
- 2.12%
$109.66 - $136.26 $65.4K - $81.2K
27.5K $3.02M
KMI
Kinder Morgan, Inc.

Energy
-27.3K
- 10.27%
$26.1 - $31.22 $712K - $851K
238K $6.8M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-6.22K
- 32.24%
$76.77 - $82.22 $478K - $512K
13.1K $1.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-727
- 14.0%
$360.07 - $417.26 $262K - $303K
4.47K $1.61M
PFE
Pfizer Inc

Healthcare
-10.7K
- 6.81%
$25.01 - $27.13 $268K - $291K
147K $3.71M
AEM
Agnico Eagle Mines LTD

Basic Materials
-10.1K
- 46.87%
$79.66 - $108.41 $807K - $1.1M
11.5K $1.24M
CSCO
Cisco Systems, Inc.

Technology
-8.97K
- 19.3%
$58.74 - $64.87 $527K - $582K
37.5K $2.31M
MRK
Merck & Co., Inc.

Healthcare
-3.44K
- 34.09%
$83.01 - $101.02 $286K - $348K
6.65K $597K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-7.88K
- 7.29%
$41.74 - $43.57 $329K - $343K
100K $4.21M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.67K
- 9.1%
$283.24 - $338.07 $474K - $566K
16.7K $4.93M
DD
Du Pont De Nemours, Inc.

Basic Materials
-4.96K
- 27.62%
$72.7 - $84.32 $360K - $418K
13K $970K
TXN
Texas Instruments Inc

Technology
-1.74K
- 5.09%
N/A
32.4K $6.31M
BYD
Boyd Gaming Corp

Consumer Cyclical
-3.8K
- 28.98%
$65.83 - $79.52 $250K - $302K
9.31K $613K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-7.78K
- 39.95%
$39.33 - $41.52 $306K - $323K
11.7K $462K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-3.14K
- 6.39%
$58.38 - $64.16 $183K - $201K
46K $2.71M
Activity Summary
Buys All Purchases 130 New Holdings 24 Increased Positions 106 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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