Beacon Financial Group Sells in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMP
Ameriprise Financial Inc

Financial Services
-41
- 3.65%
$472.29 - $575.13 $19.4K - $23.6K
1.08K $523K
KR
Kroger CO

Consumer Defensive
-1.99K
- 21.12%
$58.36 - $67.72 $116K - $135K
7.44K $503K
IFF
International Flavors & Fragrances Inc

Basic Materials
-391
- 6.44%
$76.48 - $87.72 $29.9K - $34.3K
5.68K $440K
PFG
Principal Financial Group Inc

Financial Services
-1.18K
- 30.29%
$76.34 - $89.04 $90.4K - $105K
2.73K $229K
HYLS
First Tr Tactical High Yield L

ETFs
-1.56K
- 6.37%
$40.95 - $41.77 $63.8K - $65.1K
22.9K $939K
CMA
Comerica Inc

Financial Services
-836
- 12.65%
$56.11 - $68.38 $46.9K - $57.2K
5.77K $341K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3.2K
- 2.39%
$18.54 - $18.88 $59.3K - $60.4K
131K $2.44M
ADBE
Adobe Inc.

Technology
-39
- 5.08%
$377.84 - $464.11 $14.7K - $18.1K
728 $279K
EFG
Msci Eafe Growth ETF

ETFs
-907
- 11.01%
$96.1 - $106.37 $87.2K - $96.5K
7.33K $739K
IGRO
Ishares Tr International Divid

ETFs
-4.84K
- 7.82%
$66.91 - $73.87 $324K - $358K
57.1K $4.15M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-71
- 1.21%
$95.35 - $107.82 $6.77K - $7.66K
5.81K $554K
DHR
Danaher Corp

Healthcare
-88
- 7.5%
$201.62 - $250.59 $17.7K - $22.1K
1.09K $222K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-388
- 2.41%
$34.58 - $38.65 $13.4K - $15K
15.7K $548K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-484
- 17.57%
$94.86 - $97.12 $45.9K - $47K
2.27K $216K
SNOW
Snowflake Inc.

Technology
-209
- 12.26%
$146.16 - $192.78 $30.5K - $40.3K
1.5K $218K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.67K
- 4.22%
$42.4 - $44.11 $70.8K - $73.7K
37.9K $1.66M
EMLP
First Tr Exchange Traded Iv

ETFs
-7.5K
- 5.24%
$35.79 - $38.28 $269K - $287K
136K $5.07M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-6.59K
- 13.82%
$26.71 - $31.58 $176K - $208K
41.1K $1.25M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-482
- 3.61%
$41.55 - $43.98 $20K - $21.2K
12.9K $538K
NEAR
Blackrock Short Maturity Bond

ETFs
-749
- 4.64%
$50.4 - $50.89 $37.7K - $38.1K
15.4K $782K
CI
Cigna Corp

Healthcare
-453
- 20.63%
$274.49 - $329.0 $124K - $149K
1.74K $573K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-4
- 0.05%
$59.79 - $67.15 $239 - $269
8.24K $497K
ENB
Enbridge Inc

Energy
-2.41K
- 5.81%
$41.54 - $45.45 $100K - $110K
39.1K $1.73M
FANG
Diamondback Energy, Inc.

Energy
-115
- 4.6%
$139.9 - $180.18 $16.1K - $20.7K
2.39K $381K
OKE
Oneok Inc

Energy
-50
- 0.28%
$89.57 - $109.85 $4.48K - $5.49K
17.6K $1.75M
MUB
Ishares National Muni Bond ETF

ETFs
-162
- 3.17%
$104.71 - $107.69 $17K - $17.4K
4.95K $520K
RWR
Spdr Dow Jones Reit ETF

ETFs
-229
- 7.31%
$95.15 - $104.06 $21.8K - $23.8K
2.9K $285K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.24K
- 8.69%
N/A
13K $246K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-342
- 8.79%
$77.7 - $78.94 $26.6K - $27K
3.55K $280K
FISV
Fiserv Inc

Technology
-184
- 3.64%
N/A
4.87K $609K
ADSK
Autodesk, Inc.

Technology
-74
- 6.32%
N/A
1.1K $269K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-336
- 7.78%
$87.68 - $94.52 $29.5K - $31.8K
3.99K $369K
EOG
Eog Resources Inc

Energy
-413
- 5.42%
$120.54 - $138.05 $49.8K - $57K
7.2K $923K
GNMA
Ishares Gnma Bond ETF

ETFs
-382
- 3.8%
$42.17 - $44.04 $16.1K - $16.8K
9.67K $423K
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 4.1%
$890.62 - $1076.86 $31.2K - $37.7K
818 $773K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2.96K
- 21.53%
$9.19 - $12.93 $27.2K - $38.3K
10.8K $120K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.05K
- 1.09%
$42.36 - $43.8 $44.4K - $45.9K
95.6K $4.14M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-351
- 3.21%
$44.72 - $46.25 $15.7K - $16.2K
10.6K $487K
VNQ
Vanguard Specialized Funds Van

ETFs
-63
- 2.35%
$85.55 - $94.34 $5.39K - $5.94K
2.61K $234K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-110
- 1.01%
$36.63 - $37.45 $4.03K - $4.12K
10.8K $395K
ELV
Elevance Health, Inc.

Healthcare
-217
- 15.19%
$365.9 - $436.25 $79.4K - $94.7K
1.21K $523K
Blackrock ETF Trust
-3.68K
- 7.7%
N/A
44.1K $0
FJAN
First Exc Trd Viii Cboe Vest U
-498
- 6.23%
N/A
7.5K $0
Blackrock ETF Trust
-31.4K
- 3.68%
N/A
822K $0
Arista Networks Inc
-1.66K
- 12.31%
N/A
11.8K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-10
- 0.07%
N/A
14K $0
Blackrock Inc
-451
- 6.95%
N/A
6.04K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 7.28%
$279.74 - $321.29 $19.6K - $22.5K
891 $278K
Lam Research Corp
-465
- 8.56%
N/A
4.97K $0
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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