Beacon Financial Group Sells in Q4 2024

Beacon Financial Group

  • $886 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.77K
- 4.4%
$69.3 - $74.3 $469K - $503K
147K $10.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-12.7K
- 8.5%
$20.6 - $20.71 $263K - $264K
137K $2.83M
PEP
Pepsico Inc

Consumer Defensive
-144
- 1.13%
$151.29 - $176.1 $21.8K - $25.4K
12.6K $1.92M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-6.21K
- 28.45%
$41.08 - $42.6 $255K - $265K
15.6K $655K
GBIL
Goldman Sachs Access Treasury

ETFs
-2.37K
- 10.0%
$99.85 - $100.22 $236K - $237K
21.3K $2.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.82K
- 3.47%
$50.23 - $50.46 $242K - $243K
134K $6.75M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-6.12K
- 6.26%
$33.7 - $37.69 $206K - $231K
91.6K $3.15M
ABBV
Abb Vie Inc.

Healthcare
-24
- 0.22%
$164.99 - $203.87 $3.96K - $4.89K
11K $1.95M
CI
Cigna Corp

Healthcare
-152
- 6.47%
$265.59 - $358.58 $40.4K - $54.5K
2.2K $606K
SNY
Sanofi

Healthcare
-1.13K
- 7.4%
$45.89 - $57.31 $52K - $64.9K
14.2K $683K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-7.11K
- 7.57%
$38.01 - $39.08 $270K - $278K
86.9K $3.39M
IQV
Iqvia Holdings Inc.

Healthcare
-187
- 4.93%
$190.97 - $236.63 $35.7K - $44.2K
3.6K $708K
MA
Mastercard Inc

Financial Services
-621
- 14.54%
$491.3 - $536.15 $305K - $333K
3.65K $1.92M
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.56K
- 6.72%
$75.99 - $88.85 $118K - $138K
21.6K $1.69M
CVX
Chevron Corp

Energy
-922
- 5.36%
$141.15 - $162.53 $130K - $150K
16.3K $2.36M
IFF
International Flavors & Fragrances Inc

Basic Materials
-476
- 7.27%
$83.96 - $106.19 $40K - $50.5K
6.07K $513K
LOW
Lowes Companies Inc

Consumer Cyclical
-62
- 0.94%
$244.52 - $284.07 $15.2K - $17.6K
6.5K $1.6M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-6.43K
- 5.62%
$41.53 - $42.95 $267K - $276K
108K $4.61M
DWM
Wisdomtree Tr

ETFs
-1.23K
- 7.72%
$52.54 - $57.11 $64.7K - $70.3K
14.7K $775K
ADI
Analog Devices Inc

Technology
-21
- 0.27%
$206.35 - $236.48 $4.33K - $4.97K
7.7K $1.64M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-3.57K
- 9.13%
$45.35 - $47.21 $162K - $168K
35.5K $1.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.04K
- 21.03%
$96.64 - $101.23 $100K - $105K
3.89K $376K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-591
- 6.54%
$311.11 - $335.64 $184K - $198K
8.44K $2.72M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.68K
- 0.56%
$58.65 - $64.37 $98.6K - $108K
298K $17.6M
IEV
Ishares Tr Europe ETF

ETFs
-376
- 2.34%
$52.03 - $57.63 $19.6K - $21.7K
15.7K $816K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.33K
- 6.43%
$77.23 - $82.11 $102K - $109K
19.3K $1.5M
CTVA
Corteva, Inc.

Basic Materials
-1.19K
- 4.97%
$55.21 - $64.13 $65.6K - $76.2K
22.7K $1.29M
AMD
Advanced Micro Devices Inc

Technology
-24
- 0.96%
$118.88 - $172.8 $2.85K - $4.15K
2.48K $299K
IWD
Ishares Russell 1000 Val ETF

ETFs
-343
- 3.65%
$183.23 - $199.79 $62.8K - $68.5K
9.06K $1.68M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-295
- 0.74%
$42.84 - $45.38 $12.6K - $13.4K
39.6K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
-47
- 0.91%
$385.02 - $431.37 $18.1K - $20.3K
5.13K $2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-12K
- 46.63%
$8.24 - $11.07 $99K - $133K
13.8K $128K
KLAC
Kla Corp

Technology
-47
- 9.57%
$614.46 - $829.55 $28.9K - $39K
444 $279K
PFG
Principal Financial Group Inc

Financial Services
-792
- 16.85%
$74.91 - $91.26 $59.3K - $72.3K
3.91K $302K
ADBE
Adobe Inc.

Technology
-85
- 9.98%
$437.39 - $552.96 $37.2K - $47K
767 $341K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.68K
- 9.41%
$50.28 - $51.08 $84.3K - $85.7K
16.1K $815K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-2.47K
- 4.79%
$59.58 - $63.93 $147K - $158K
49.1K $3.01M
CAT
Caterpillar Inc

Industrials
-112
- 8.33%
$360.37 - $416.88 $40.4K - $46.7K
1.23K $447K
TROW
Price T Rowe Group Inc

Financial Services
-1.94K
- 5.67%
$106.48 - $124.69 $207K - $242K
32.3K $3.65M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-5.34K
- 2.27%
$36.71 - $37.55 $196K - $200K
230K $8.57M
TXN
Texas Instruments Inc

Technology
-382
- 1.11%
N/A
34.1K $6.64M
TGT
Target Corp

Consumer Defensive
-182
- 8.15%
$121.59 - $160.69 $22.1K - $29.2K
2.05K $277K
IVE
Ishares S&P 500 Value ETF

ETFs
-184
- 3.39%
$189.5 - $206.17 $34.9K - $37.9K
5.24K $1M
RTX
Raytheon Technologies Corp

Industrials
-125
- 1.31%
$114.45 - $127.21 $14.3K - $15.9K
9.41K $1.09M
SO
Southern CO

Utilities
-31
- 0.38%
$81.5 - $94.15 $2.53K - $2.92K
8.1K $667K
OXY
Occidental Petroleum Corp

Energy
-879
- 8.72%
$45.36 - $55.91 $39.9K - $49.1K
9.2K $454K
CASS
Cass Information Systems Inc

Industrials
-1.4K
- 14.73%
$39.91 - $46.17 $56K - $64.8K
8.13K $332K
PFF
Ishares Trust Ishares Pfd And

ETFs
-790
- 3.82%
$31.23 - $33.51 $24.7K - $26.5K
19.9K $624K
ABC
Amerisourcebergen Corp

Healthcare
-323
- 2.76%
N/A
11.4K $2.11M
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
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email